Insurance Advisor

Job SummaryWe are seeking a highly skilled and customer-focused Personal Insurance Service Advisor to join our team at Watkins Insurance Group. As a key member of our Personal Lines Department, you will play a vital role in delivering exceptional customer service and contributing to the overall achievement of our profitability goals.Key ResponsibilitiesBuild...

Job Title: Licensed Life and Health Insurance AdvisorAt MCI Careers, we are seeking a highly motivated and dedicated Licensed Life and Health Insurance Advisor to join our team. As a key member of our organization, you will play a vital role in educating and guiding customers to select the insurance policies that best meet their needs.Key...

Job Title: Licensed Health Insurance AdvisorMass Markets is seeking a Licensed Health Insurance Advisor to join our team. As a Licensed Health Insurance Advisor, you will play a vital role in educating and guiding customers to select the insurance policies that best meet their needs.Key Responsibilities:Provide information to customers about various...

Job Title: Licensed Health Insurance AdvisorAt Mass Markets, we are seeking a highly motivated and detail-oriented Licensed Health Insurance Advisor to join our team. As a key member of our team, you will play a vital role in educating and guiding customers to select the insurance policies that best meet their needs.Key Responsibilities:Provide information...

Job Title: Licensed Life and Health Insurance AdvisorJob Type: Full-TimeCompany: ValorVIPWe are seeking a skilled Licensed Life and Health Insurance Advisor to join our team. As a key member of our organization, you will play a vital role in educating and guiding customers to select the insurance policies that best meet their needs.Key...

Job OverviewWe are seeking a skilled Commercial Service Advisor to join our team at Watkins Insurance Group. As a key member of our team, you will be responsible for servicing a book of business, processing new and renewal policies, endorsements, and Certificates of Insurance. You will also be the primary point of contact for clients regarding billing...

Job DescriptionCompany Overview:World Insurance Associates, LLC. is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes and achieve their long-term financial goals.Founded in 2011, World is one of the fastest-growing Top 25 insurance...

About the RoleWe are seeking a highly skilled Financial Advisor to join our team at University Federal Credit Union. As a Financial Advisor, you will be responsible for providing expert financial and retirement planning services to our members, non-members, and employees.Key ResponsibilitiesConduct webinars, seminars, and workshops on financial and...

About the RoleThis position plays a critical role in supporting the agency's bill process and ensuring timely payments to insurance carriers. The successful candidate will be responsible for managing incoming client payments, reconciling insurance company statements, and performing various accounting tasks to maintain the agency's financial health.Key...

Key Responsibilities:As a key member of our team at USI Insurance Services, Inc., you will be responsible for servicing and managing client accounts and the retention of assigned Tier 1 Premier clients. Your activities will include, but not be limited to, renewal marketing, handling client questions and requests, and annual client coverage review.Required...

About the Role:We are seeking a highly skilled Insurance Team Lead to join our team at PR Financial. As a key member of our team, you will be responsible for recruiting, training, and developing life insurance agents with high potential to become top performers.Key Responsibilities:Recruit and hire life insurance agents with great potentialTrain and develop...

Job OverviewAt Bronson Kinkade Consulting, we're seeking a skilled Senior Financial Advisor to join our team. As a key member of our sales team, you'll be responsible for introducing financial products to individuals seeking more information.Key ResponsibilitiesDevelop and maintain relationships with clients to understand their financial needs and...

Sunflower Bank, N.A. is seeking a seasoned Wealth Management Advisor to join our growing team. The ideal candidate will have 7 or more years of experience in trust and investment sales to high-net-worth clients. Key responsibilities include developing customized financial planning and wealth management strategies, identifying and cultivating new...

About Frost BankFrost Bank is a leading financial institution dedicated to providing exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. With a legacy spanning over 150 years, we have established ourselves as a trusted partner in the community.About the RoleWe are seeking a highly motivated and experienced...

About the RoleWe are seeking a highly skilled and experienced Private Client Account Manager to join our team at Watkins Insurance Group. As a key member of our agency, you will be responsible for managing a portfolio of high-net-worth clients, ensuring their insurance needs are met, and providing exceptional customer service.Key ResponsibilitiesBuild and...

Job SummaryThe Financial Advisor provides members, non-members, and UFCU employees with financial and retirement planning services. The Financial Advisor will provide investment advice by drawing upon a broad range of experience and knowledge, recommend appropriate financial solutions, and communicate information about risks, attributes, features, and...

About the RoleAs a Private Client Account Manager at Watkins Insurance Group, you will be responsible for managing a portfolio of high-net-worth clients, ensuring their satisfaction and revenue growth. This role requires a balance of exceptional customer service skills, strategic placement of new accounts, and cross-selling to existing clients. You will...

Job DescriptionWe are seeking a skilled Retirement Planning Specialist to join our team at Retire Lab LLC. As a Virtual Advisor, you will work with school district employees to provide personalized retirement planning and empower them to shape their futures.Our team is passionate about education and dedicated to delivering top-notch services to our clients....

About the JobThe Chief Legal Officer (CLO) serves as the Texas PSF's legal authority and a strategic advisor to the Chief Executive Officer (CEO). Reporting directly to the CEO, the CLO shapes and executes legal strategies, manages legal risks, ensures compliance, and provides legal advice regarding applicable local, state, and federal laws and regulations...

**Job Summary**We are seeking a highly skilled Client Service Administrator to join our team at REAP Financial Group, LLC in Austin, TX. As a key member of our team, you will be responsible for providing exceptional client service, managing client relationships, and supporting our financial advisors.Key Responsibilities:Service existing client base with all...