High Net Worth Insurance Producer

Job OpportunityNovatae Risk Group is a leading national wholesale/brokerage for hard-to-place commercial insurance coverages. We are seeking experienced professionals to fill the role of High Net Worth Producer/Broker in your area location.Key ResponsibilitiesSubmission Preparation: Oversee the preparation of submissions, including applications and various...

Job SummaryWe are seeking a highly skilled Insurance Producer Leader to join our team at Truist. The successful candidate will be responsible for leading our high net worth insurance business and driving growth through strategic planning and execution.Key ResponsibilitiesProspect and acquire new high net worth clients through targeted marketing and sales...

Job SummaryThis is a challenging and rewarding opportunity for a seasoned insurance professional to lead our high net worth insurance team. As a key member of our organization, you will be responsible for driving business growth, developing and executing marketing strategies, and delivering exceptional customer service.Key ResponsibilitiesBusiness...

Senior Tax Manager for High Net Worth IndividualsProvision People is seeking a seasoned Senior Tax Manager to lead our high net worth tax planning and compliance team. As a trusted advisor, you will provide strategic tax guidance to ultra-high-net-worth individuals and families, helping them navigate complex tax matters and optimize their financial...

Job SummaryWe are seeking a skilled Private Wealth Manager to join our team at First Citizens Bank. As a Private Wealth Manager, you will be responsible for developing and maintaining relationships with high net worth individuals and families, providing them with customized banking solutions and wealth management services.Key ResponsibilitiesClient...

About the RoleWe are seeking a highly skilled and experienced Financial Services Representative to join our team at Fidelity Investments. As a High Net Worth Service Associate, you will be responsible for providing exceptional client service and support to our high-net-worth clients who have assets of $250,000 to $1 million.Key ResponsibilitiesEngage with...

Job SummaryWe are seeking a highly skilled and experienced Insurance Producer Leader to join our team at Truist Financial Corporation. As a key member of our organization, you will be responsible for leading our insurance production efforts and driving business growth.Key ResponsibilitiesProspect new clients and develop marketing plans to acquire new...

Job Title: Life Insurance ProducerWinged Keel Group is a leading independent life insurance brokerage firm that specializes in creating and implementing tax-efficient, multi-generational wealth accumulation and wealth transfer strategies for ultra-high net worth families.Job Summary:The primary function of the Producer/Client Relationship Manager (CRM) is to...

Job Title: Commercial Insurance Sales ProducerAbout Us:Griffin & Company Insurance is a leading independent insurance agency that prides itself on building long-term partnerships with its clients. We take the time to understand our clients' unique needs and provide tailored insurance solutions to meet their goals.Job Summary:The Commercial Insurance Sales...

{"title": "Commercial Lines Producer", "description": "At GPAC, we are seeking a highly motivated and results-driven Commercial Lines Producer to join our team. As a key member of our sales team, you will be responsible for driving new business revenue growth of commercial clients through various channels.Key Responsibilities:Develop and execute sales...

Commercial Lines Producer Job DescriptionThe Commercial Lines Producer is a key role within our organization, responsible for driving new business revenue growth through various channels. This position requires a strong sales acumen, excellent communication skills, and the ability to build relationships with clients.Key Responsibilities:Achieve new business...

About UsAt Harry Daniel Insurance, we pride ourselves on fostering a strong, supportive culture that offers boundless opportunities for personal and professional growth. Our sales-based organization is committed to excellence and community spirit.Job OverviewWe are seeking a talented Insurance Producer to focus on Property & Casualty (P&C) commercial lines...

Job Opportunity at LOG-NET, Inc.We are seeking a highly skilled professional to support the deployment of our global logistics solutions and facilitate the management of supplier interfaces between our clients. As a key member of our team, you will be responsible for coordinating and monitoring activity with trading partners, managing EDI processes, and...

About the RoleWe are seeking a highly skilled and experienced Senior Private Client Advisor to join our team at Marsh McLennan Agency. As a key member of our Private Client Services team, you will be responsible for managing a book of business and providing exceptional client service to our high net worth clients.Key ResponsibilitiesManage a portfolio of...

{"title": "Wealth Management Advisor", "content": "Job SummaryAs a Wealth Management Advisor at First Citizens Bank, you will play a critical role in identifying, engaging, and retaining high net worth clients and prospects. Your primary responsibility will be to serve as a primary relationship manager for high net worth clients and families, while...

{"Responsibilities": {"Client Acquisition": "Develop relationships with high net worth individuals and families to provide customized banking solutions based on their needs and goals. Utilize a variety of sales and marketing techniques to acquire new clients and grow the wealth management business.", "Portfolio Management": "Manage a portfolio of high net...

Join Our Team as a Tax ProfessionalWe are seeking a highly skilled Tax Professional to join our team at CyberCoders. As a Tax Professional, you will be responsible for reviewing and signing individual, trust, partnership, and corporate multistate tax returns. You will also communicate complex tax planning projections for individual and corporate estimated...

Unlock Your Potential in the Insurance IndustryAt The Sudhoff Agency, we're dedicated to empowering ambitious professionals to make a meaningful impact in their community. As a sales and insurance development specialist, you'll have the opportunity to work with families, helping them build a financial safety net and create lasting legacies.Key...

{"OverviewWe are seeking a highly skilled Insurance Producer to join our team at Harry Daniel Insurance. As a Property & Casualty Specialist, you will be responsible for developing and implementing sales strategies to drive growth in our commercial lines business.**Key Responsibilities:*** Develop and maintain relationships with senior-level executives and...

Job Title: Select Commercial Insurance Sales ProducerAt USI Holdings Corporation, we are seeking a highly motivated and experienced Select Commercial Insurance Sales Producer to join our team. As a key member of our sales team, you will be responsible for driving new business sales revenue growth of commercial business clients ($10mm and under in sales).Key...