Insurance and Financial Services Career Opportunity
3 weeks ago
Key Responsibilities
- Develop and maintain client relationships in insurance and financial services.
- Provide clients with comprehensive financial planning and insurance advice.
- Assist clients with retirement planning, investment management, and insurance needs.
- Stay current with market trends and product offerings.
- 3+ years of experience in insurance and financial services.
- Strong communication and interpersonal skills.
- Licenses in insurance and FINRA Series 7 and 63 preferred.
-
Financial Services Career
4 weeks ago
Irvine, California, United States New York Life Insurance Company Full timeAbout the RoleWe are seeking a highly motivated and results-driven individual to join our team as a Financial Services Professional. As a key member of our organization, you will play a critical role in helping individuals and families achieve their financial goals.Key ResponsibilitiesProvide expert advice and guidance to clients on financial planning and...
-
Insurance Services Associate
3 weeks ago
Irvine, California, United States Alliant Insurance Services Full timeJob SummaryWe are seeking a highly skilled Insurance Services Associate to join our team at Alliant Insurance Services. As a key member of our team, you will be responsible for providing exceptional client service and support in the daily processing of various client-related service issues and administrative tasks.Key Responsibilities:Investigate and resolve...
-
Insurance Account Service Representative
3 weeks ago
Irvine, California, United States Alliant Insurance Services Full timeJob SummaryWe are seeking a skilled Insurance Account Service Representative to join our team at Alliant Insurance Services. As an Insurance Account Service Representative, you will be responsible for providing exceptional customer service and supporting our Producers by servicing existing accounts and soliciting new business.Key Responsibilities* Package...
-
Insurance Agent Career Opportunity
4 weeks ago
Irvine, California, United States New York Life Full timeUnlock Your Potential as an Insurance AgentAre you a driven individual with a passion for helping others achieve their financial goals? Do you have excellent communication and interpersonal skills? If so, consider a career as an insurance agent with New York Life.As an insurance agent, you will have the opportunity to work with clients to understand their...
-
Insurance Agent Career Opportunity
4 weeks ago
Irvine, California, United States New York Life Full timeAbout the RoleNew York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals.As a Financial Services Professional, you will have the opportunity to make a lasting impact on the financial well-being of individuals,...
-
Insurance Associate
3 weeks ago
Irvine, California, United States Alliant Insurance Services Full timeAt Alliant Insurance Services, we strive to deliver exceptional employee benefits solutions that foster growth and well-being.As a top-tier professional dedicated to solving clients' health and welfare insurance challenges, Alliant team members provide an unparalleled depth of service, empowering clients to stay resilient and turn change into...
-
Insurance Account Representative
4 weeks ago
Irvine, California, United States Alliant Insurance Services Full timeJob Title: Insurance Account RepresentativeAt Alliant Insurance Services, we are seeking a highly skilled Insurance Account Representative to join our team. As an Insurance Account Representative, you will be responsible for providing exceptional customer service and support to our clients, ensuring their insurance needs are met with precision and care.Key...
-
Insurance Sales Professional
2 weeks ago
Irvine, California, United States Bearstar Insurance Services Full timeUnlock Your Potential with Bearstar InsuranceAre you a seasoned insurance professional seeking a fresh start? Do you want to break free from the limitations of working for someone else and building a book of business with no true ownership? Tired of earning commissions solely on new business while missing out on renewals?Bearstar Insurance offers a...
-
Insurance Agent Career Opportunity
4 weeks ago
Irvine, California, United States Sagient - A Subsidiary Mass Mutual Full timeJob OverviewAre you a sales professional looking for a new challenge? Our insurance agency is seeking a talented Insurance Agent to join our team. As a key member of our team, you will be responsible for identifying new customers' insurance needs, growing new business, and providing exceptional customer service. If you have a passion for helping others and a...
-
Insurance Account Manager
4 weeks ago
Irvine, California, United States Alliant Insurance Services Full timeJob SummaryWe are seeking a highly skilled Insurance Account Manager to join our team at Alliant Insurance Services. As an Account Manager, you will be responsible for managing a book of business, directing a service team, and acting as a direct point of contact for clients.Key Responsibilities:Manage client relationships and maintain minimal input from...
-
Insurance Account Manager
4 weeks ago
Irvine, California, United States Alliant Insurance Services Full timeJob Title: Insurance Account RepresentativeAt Alliant Insurance Services, we are seeking a highly skilled Insurance Account Representative to join our team. As an Insurance Account Representative, you will be responsible for providing exceptional customer service and support to our clients, while also identifying opportunities to grow and retain business.Key...
-
Insurance Account Manager
3 weeks ago
Irvine, California, United States Alliant Insurance Services Full timeAccount Manager Role OverviewAt Alliant Insurance Services, we focus on delivering exceptional employee benefits solutions that empower growth and success. Our team of experts collaborates with clients to develop tailored strategies that meet their unique needs.Key ResponsibilitiesCollaborate with Account Executives to service client book-of-businessRespond...
-
Insurance Services Associate
2 weeks ago
Irvine, California, United States Alliant Insurance Services Full timeSummaryAs a key member of our team, you will provide exceptional customer service and clerical support to assist the service team in supporting existing accounts. Your role will involve creating prospect and customer files, preparing group communication pieces, and coordinating Form 5500 completion processes with clients.Essential Duties and...
-
Commercial Insurance Sales Producer
3 weeks ago
Irvine, California, United States USI Insurance Services Full timeJob DescriptionJob Title: Commercial Insurance Sales ProducerJob Summary: We are seeking a highly motivated and experienced Commercial Insurance Sales Producer to join our team at USI Insurance Services. As a Commercial Insurance Sales Producer, you will be responsible for driving new business sales revenue growth of commercial business clients ($10mm and...
-
Irvine, California, United States USI Insurance Services Full timeJob SummaryWe are seeking a highly motivated and experienced Producer - Property & Casualty Insurance Specialist to join our team at USI Insurance Services. As a key member of our sales team, you will be responsible for driving business sales, retention, and growth in the property and casualty insurance market.Key ResponsibilitiesAchieve annualized new...
-
Senior Financial Analyst
4 weeks ago
Irvine, California, United States Career Climbers Full timeJob OverviewCareer Climbers is seeking a highly skilled Senior Corporate Accountant to join their finance team. This role will report directly to the Senior Director of Accounting and will require a deep understanding of accounting principles, regulatory requirements, and financial reporting standards.Key Responsibilities:Prepare and review monthly,...
-
Insurance Policy Coordinator
3 weeks ago
Irvine, California, United States CRC Insurance Services, Inc. Full timeJob Summary:CRC Insurance Services, Inc. is seeking a highly skilled Insurance Policy Coordinator to join our team. As an Insurance Policy Coordinator, you will be responsible for coordinating the servicing of new and renewal accounts, anticipating and preventing issues, and providing high-quality professional service to agents and companies.Key...
-
Financial Services Representative
3 weeks ago
Irvine, California, United States Equitable Services Full timeAbout UsAt Equitable Advisors, we strive to deliver exceptional customer experiences while building long-term relationships that emphasize trust, guidance, and technology to deliver customized financial strategies to our clients.Our MissionWe are driven by our mission to help our clients secure their financial well-being, providing them with the confidence...
-
Insurance Account Manager
4 weeks ago
Irvine, California, United States Alliant Insurance Services Full timeJob Title: Insurance Account ManagerWe are seeking an experienced Insurance Account Manager to join our team at Alliant Insurance Services. As an Insurance Account Manager, you will be responsible for managing a portfolio of client accounts, providing exceptional customer service, and driving business growth through strategic relationships and...
-
Insurance Account Support Specialist
2 weeks ago
Irvine, California, United States Alliant Insurance Services Full timeAs a dedicated member of the Alliant team, you will play a vital role in delivering exceptional customer service and support to our clients nationwide.Key responsibilities include:Providing timely and accurate updates to proprietary databases, including BenefitPoint, BrainShark, and BenIQ.Coordinating WebEx meetings for Account Executives and ensuring...