Insurance Business Consultant

3 weeks ago


Charlotte, North Carolina, United States New York Life-Charlotte Full time
Join Our Team of Financial Professionals

New York Life-Charlotte is seeking a highly motivated and ambitious individual to join our team as a Financial Advisor. As a Financial Advisor, you will be responsible for providing financial guidance and solutions to clients, helping them achieve their financial goals and secure their financial future.

With a strong focus on relationship management, entrepreneurship, and communication, you will be part of a dynamic team that values integrity, teamwork, and customer satisfaction. You will also have access to comprehensive training, support, and resources to help you excel in your role.

Compensation and Benefits:

  • Estimated annual salary: $94,800
  • Opportunity to earn bonuses and incentives based on performance
  • Comprehensive benefits package including health insurance, retirement plan, and paid time off

Responsibilities:

  • Develop and implement personalized financial plans for clients.
  • Provide ongoing financial guidance and support to clients.
  • Maintain accurate records of client interactions and financial data.
  • Collaborate with colleagues to share best practices and improve overall team performance.
],

  • Charlotte, North Carolina, United States Wellspring Insurance Solutions Full time

    We are seeking a Licensed Insurance Consultant to join our team at Wellspring Insurance Solutions. As an independent agent, you will be responsible for expanding our company's market share by selling final expense insurance policies to new and existing clients.About the OpportunityThis is a commission-based opportunity with monthly bonuses and incentives,...


  • Charlotte, North Carolina, United States Allure Consultant Full time

    Job OverviewAllure Consultant seeks an experienced Data Analyst to join our team and contribute to our mission of pioneering technology and materials that improve lives. As a Data Analyst, you will be responsible for analyzing and interpreting complex data sets, developing data standards, and collaborating with cross-functional teams to drive business...


  • Charlotte, North Carolina, United States Northgroup Insurance Services Inc Full time

    At Northgroup Insurance Services Inc, we are seeking an experienced Insurance Business Developer to oversee the daily sales operations. This is a key leadership role that requires someone with a strong understanding of the insurance business and experience in developing systems to streamline processes.We estimate the salary for this position to be around...

  • Business Consultant

    5 days ago


    Charlotte, North Carolina, United States Collabera Full time

    Collabera seeks a skilled Business Consultant to join their team. The ideal candidate will possess strong analytical skills and the ability to collect, organize, and evaluate business data.The role involves reviewing data flows design to understand and communicate impacts related to new data sourced and/or new projects. Additionally, the candidate will work...


  • Charlotte, North Carolina, United States USG Insurance Services, Inc. Full time

    Job OverviewWe are seeking a skilled Wholesale Insurance Business Developer to join our team at USG Insurance Services, Inc. This role involves collaborating with internal producers and retail insurance agents to develop and submit business to target markets, specifically for Workers Compensation.The ideal candidate will have strong knowledge and experience...


  • Charlotte, North Carolina, United States Volt Full time

    About the RoleWe are seeking a highly skilled Business Transformation Consultant to join our team. As a Business Transformation Consultant, you will play a key role in driving business transformation and process improvements across various departments.The ideal candidate will have experience designing effective controls, managing risk identification, and...


  • Charlotte, North Carolina, United States Northgroup Insurance Services Inc Full time

    About the RoleWe are seeking a seasoned professional to fill the position of Business Development Manager for Insurance at Northgroup Insurance Services Inc. The successful candidate will be responsible for overseeing the sales operations, hiring and training top talent, and driving business growth.The ideal candidate should have a strong background in...


  • Charlotte, North Carolina, United States Great American Insurance Company Full time

    Job OverviewWe are seeking a highly skilled Insurance Business Development Specialist to join our team at Great American Professional Risk Insurance Services. This role is responsible for developing and growing a profitable book of excess casualty and umbrella business.


  • Charlotte, North Carolina, United States Tax Management Associates Full time

    About Our CompanyTax Management Associates is a national property tax consulting and audit firm that works exclusively with state and local government clients. We offer a comprehensive benefits package, intensive training, and career opportunities in a dynamic work environment.Job DescriptionAs a Business Tax Consultant, you will perform audits and reconcile...


  • Charlotte, North Carolina, United States Great American Insurance Company Full time

    About the RoleAs a Marketing and Underwriting Specialist at Great American Insurance Group, you will be responsible for developing, growing, and maintaining a profitable book of excess casualty and umbrella business. This role will involve analyzing financial and risk data, identifying growth opportunities, and determining recommendations subject to...


  • Charlotte, North Carolina, United States Northgroup Insurance Services Inc Full time

    Job DescriptionWe are seeking an experienced Insurance Business Development Manager to join Northgroup Insurance Services Inc.This key role will oversee the daily sales operations, ensuring seamless communication between agents, lenders, and our insurance team. The successful candidate will have a proven track record in scaling businesses quickly and...


  • Charlotte, North Carolina, United States Miracom Hive Full time

    Job DescriptionWe are seeking a highly skilled Business Consultant Expert to join our team at Swipe Say Easy. As a Business Consultant, you will work closely with clients to identify challenges and provide actionable solutions.The ideal candidate will have experience in business consulting or a related field, with strong analytical, organizational, and...


  • Charlotte, North Carolina, United States US Tech Solutions Full time

    Job Description:As an IT Business Consultant, you will play a key role in understanding the work processes of assigned business groups to meet business needs. You will provide technical knowledge to ensure efficient design, development, implementation, and support of systems. Key responsibilities include:Developing and maintaining strong relationships with...


  • Charlotte, North Carolina, United States Innova Solutions Full time

    Business Execution Consultant - Loan IQ AFSWe are looking for a highly skilled Business Execution Consultant to join our team. As a Business Execution Consultant, you will be responsible for collaborating with team leaders to develop and execute training plans, analyzing complex business challenges, and providing in-depth evaluations of variable factors.The...


  • Charlotte, North Carolina, United States Century Business Services Full time

    About UsCBIZ (NYSE: CBZ) is a leading provider of financial and employee business services, with over 120 offices and nearly 7,000 associates across the United States.Our MissionWe deliver top-level expertise combined with highly personalized service, tailored to meet the unique needs of our clients. Our national-caliber experience is complemented by local...


  • Charlotte, North Carolina, United States Sia Partners Full time

    Job DescriptionSia Partners is a next-generation management consulting firm, providing a unique blend of AI and design capabilities to deliver superior value to clients. Our team of 3,000 consultants in 19 countries aims to achieve $420 million in turnover for the current fiscal year.We optimize client projects worldwide through our Consulting for Good...


  • Charlotte, North Carolina, United States CRC Insurance Services, Inc. Full time

    Job SummaryWe are seeking a highly skilled and experienced Insurance Services Business Development Specialist to join our team at CRC Insurance Services, Inc. As an Insurance Services Business Development Specialist, you will play a crucial role in managing high-volume business, building strong relationships with clients, and providing exceptional customer...


  • Charlotte, North Carolina, United States USG Insurance Services, Inc. Full time

    Job OverviewWe are seeking a highly skilled and experienced Wholesale Insurance Account Executive to join our dynamic team at USG Insurance Services, Inc. This role is ideal for individuals who possess excellent sales and account management skills, with a strong understanding of the wholesale insurance industry.The successful candidate will be responsible...


  • Charlotte, North Carolina, United States Vanguard Full time

    Vanguard Overview: At Vanguard, we're dedicated to delivering long-term financial well-being to our clients. As a Business Analytics Consultant, you'll play a critical role in helping us achieve this mission by driving business decisions with data-driven insights.Job Description:We're seeking a highly skilled professional to analyze complex data sets,...


  • Charlotte, North Carolina, United States PMMC Full time

    OverviewPMMC, a leading provider of revenue cycle management solutions, is seeking an experienced Business Intelligence Consultant to drive strategic growth and improve financial performance for our clients. This role requires a strong understanding of healthcare consulting, technical skills in data analysis and visualization, and excellent communication...