High Net Worth Insurance Specialist

Job OverviewA renowned Accounting & Consulting Firm, Insight Global, is seeking an accomplished Corporate Tax Specialist to spearhead their tax planning and estimation services for high-net-worth individuals.Salary Range: $80,000 - $110,000 per annum (dependent on experience)About the RoleThis is a unique opportunity to leverage your expertise in corporate...

Tax Manager Position OverviewJob Title: High Net Worth Tax SpecialistWe are seeking a highly experienced Tax Manager to join our finance team in Downtown Orlando. This is a permanent, full-time position that offers a unique opportunity to manage and oversee all aspects of our tax operations for our growing CPA firm.The successful candidate will be...

Wealth Management Expertise">The Senior Wealth Consultant will leverage expertise in wealth management and investment products to deliver exceptional client service and results-driven solutions.">Client Relationship Building">The role requires building and maintaining strong relationships with high net worth clients, understanding their unique needs, and...

Job Title: High Net Worth Tax Manager with Strategic PlanningWe are seeking an experienced and dynamic Tax Manager to join our finance team at Jobot. This is a permanent, full-time position that offers a unique opportunity to manage and oversee all aspects of our tax operations.As a Tax Manager, you will be responsible for managing relationships with...

Job Description: Personal Lines Insurance SpecialistWe are seeking a highly skilled and experienced Personal Lines Insurance Specialist to join our team at Novatae Risk Group. As a key member of our sales team, you will be responsible for providing expert advice and guidance to high net worth clients.Responsibilities:Provide expert advice and guidance to...

About the RoleWe are seeking a skilled Insurance Specialist to join our Billing & Collections team at Frontline Insurance. In this role, you will play a crucial part in ensuring timely and accurate processing of insurance premium payments.Your key responsibilities will include payment processing via lockbox checks, credit cards, and ACH transactions. You...

At Empower, we believe in empowering our clients to achieve their financial goals. We are seeking a highly skilled and experienced Strategic Financial Planner to join our team.Job SummaryThe Strategic Financial Planner will be responsible for building and executing the workplace strategy for financial planning and executive engagement within the...

We are seeking a highly skilled and experienced Senior Tax Manager/Director to join our team and take on a leadership role in our tax department. As a Senior Tax Manager/Director at CyberCoders, you will have the opportunity to work with a diverse range of clients, from individuals to families and businesses.The ideal candidate will have a strong background...

Job OverviewWe are seeking a Marketing Performance Specialist to join our team at Net Conversion LLC.Salary RangeThe estimated salary for this role is $85,000 - $110,000 per year, based on industry standards and the location of our Orlando or Charlotte office.About the RoleThis role will assist in developing and executing partner media strategies, focusing...

Job Description">We are seeking a highly motivated Sales Development Representative to join our team at Worth AI. As a Sales Development Representative, you will play a critical role in identifying and qualifying potential clients, generating leads, and scheduling meetings for the sales team.The ideal candidate will have experience in a sales development...

Job OverviewWe are a fast-growing insurance staffing agency looking for a seasoned Commercial Insurance Specialist to join our team. This is an excellent opportunity to work with a variety of clients and build your professional network.Main Responsibilities:Manage a portfolio of commercial lines accounts, focusing on construction clients and delivering...

Job OverviewOur dynamic CPA firm in Downtown Orlando is seeking a highly experienced and skilled Tax Manager to join our finance team. This is a permanent, full-time position that offers a unique opportunity to manage and oversee all aspects of our tax operations.The successful candidate will be responsible for managing relationships with clients, providing...

We are looking for new Insurance Sales Specialists who are ready to learn the business, work hard, have fun, and finally earn what they're worth. At Symmetry Financial Group, you will have the opportunity to take charge of your schedule, earnings, and professional journey.Our core areas of expertise include Mortgage Protection, Life Insurance, Final Expense...

Company DescriptionWe are Net Conversion LLC, a Marketing & Analytics Agency focused on driving measurable business results through innovative media optimization, curiosity, and creative problem solving. Our team prioritizes professional growth and work/life balance, offering a flexible working environment and competitive salary. As a Senior Analyst, Media...

Tax Compliance ExpertWe are currently seeking a highly skilled Tax Compliance Expert to join our tax team at CyberCoders. In this role, you will be responsible for managing tax compliance and consulting services for high-net-worth individuals, corporations, partnerships, trusts, and estates. Your primary responsibilities will include preparing and reviewing...

About the Role">We are seeking a talented Sales Development Representative to join our team at Worth AI. As a Sales Development Representative, you will play a vital role in driving revenue growth and expanding our customer base.The ideal candidate will have experience in a sales development representative or similar role, preferably in the computer software...

Job Overview">We are seeking a skilled Sales Development Representative to join our team at Worth AI. As a Sales Development Representative, you will play a crucial role in generating new business opportunities and fueling the company's growth.The ideal candidate will have experience in a sales development representative or similar role, preferably in the...

About the RoleWe are searching for motivated individuals who can oversee the preparation of submissions, present accounts to insurance carriers, and utilize their expertise and relationships for high net worth clients. This role involves market new and renewal business, collecting necessary information, analyzing current programs, and ensuring quotes are...

Job Overview:As a Insurance Account Management Specialist, you will play a critical role in driving growth and profitability at Enterprise Insurance Agency Inc. This position requires exceptional sales skills, strong relationship-building abilities, and a deep understanding of insurance products and services. If you are a motivated and results-driven...

About the RoleAvio Executive Search is proud to partner with a respected financial institution to find a skilled Senior Private Banking/ Financial Advisor who can deliver exceptional results-driven performance. As a trusted advisor, you will build and maintain long-lasting relationships with high-net-worth clients, identifying and capitalizing on new...