Current jobs related to Wealth Protection Advisor - Rancho Cordova, California - USI Holdings Corporation
-
Senior Wealth Management Specialist
4 weeks ago
Rancho Cordova, California, United States F1107 Putnam Retail Management Limited Partnership Full timeSenior Wealth Management SpecialistAt Franklin Templeton, we're driving our industry forward by developing innovative solutions to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering a range of ways to help investors make progress toward their goals.Key...
-
Senior Wealth Management Specialist
2 weeks ago
Rancho Cordova, California, United States F1107 Putnam Retail Management Limited Partnership Full timeSenior Wealth Management SpecialistAt Franklin Templeton, we're driving our industry forward by developing innovative solutions to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering a range of opportunities to help investors make progress toward their...
-
Senior Wealth Management Specialist
2 weeks ago
Rancho Cordova, California, United States F1107 Putnam Retail Management Limited Partnership Full timeSenior Wealth Management SpecialistAt Franklin Templeton, we're driving our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented...
-
Resident Advisor
1 month ago
Rancho Cordova, California, United States Akua Behavioral Health Full timeJob Title: Resident AdvisorAt Akua Behavioral Health, we are seeking a highly motivated and compassionate Resident Advisor to join our team. As a key member of our recovery residence, you will play a vital role in maintaining a safe, comfortable, and secure environment for our residents.Key Responsibilities:Ensure all residents are adhering to house rules...
-
Resident Advisor
3 weeks ago
Rancho Cordova, California, United States Akua Behavioral Health Full timeJob Title: Resident AdvisorAt Akua Behavioral Health, we are seeking a highly motivated and compassionate Resident Advisor to join our team. As a key member of our residential program, you will play a vital role in maintaining a safe, comfortable, and secure environment for our residents.Key Responsibilities:Ensure residents are adhering to house rules and...
-
Client Relations and Office Assistant
2 weeks ago
Rancho Cucamonga, California, United States Zapata Private Wealth Group LLC Full timeJob SummaryThe Client Relations and Office Assistant is responsible for building and maintaining client relationships, providing exceptional service, and supporting administrative tasks. This role requires a strong ability to build and nurture relationships to drive business growth and exceed goals.Key ResponsibilitiesGenerate new client contacts through...
-
Credit Solutions Advisor
1 week ago
Rancho Cordova, California, United States Bank of America Full timeJob Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities, and shareholders every day.We are seeking a Credit Solutions Advisor to join our team. As a key member of our...
-
Financial Planning Expert
7 days ago
Rancho Cucamonga, California, United States Fidelity TalentSource LLC Full timeJob SummaryWe are seeking a skilled Financial Planning Expert to join our team at Fidelity Investments. As a key member of our financial planning capacity, you will work alongside Financial Consultants and/or Wealth Planners to provide world-class planning experiences for our clients. Your expertise will help clients build effective financial plans, navigate...
-
Lead Geologist
4 weeks ago
Rancho Cordova, California, United States WSP Full timeAbout the OpportunityThis is an exciting opportunity to join WSP USA as a Lead Geologist in our Rancho Cordova, California office. As a key member of our team, you will provide environmental consulting services to public and private clients, leveraging your expertise in geology and project management to drive success.Key ResponsibilitiesDirect and supervise...
-
Lead Environmental Engineer
3 weeks ago
Rancho Cordova, California, United States WSP Full timeAbout the RoleWe are seeking a highly skilled and experienced Lead Environmental Engineer to join our team in Rancho Cordova, California. As a key member of our environmental engineering team, you will be responsible for providing technical leadership and expertise in environmental consulting services to our clients.Key ResponsibilitiesDirect and supervise...
-
Customer Success Specialist
2 weeks ago
Rancho Cucamonga, California, United States Symmetry Financial Group - Gary Uyemura Full timeUnlock Your Earning PotentialAre you ready to build a career that offers unlimited earning potential? Do you want to work with a proven system that delivers consistent results and allows you to grow into your full potential?The Uyemura Agency, a partner of Symmetry Financial Group, is seeking ambitious individuals to join our team. We protect American...
-
Audi Service Technician
2 weeks ago
Rancho Mirage, California, United States indiGO Auto Group Full time{"h1": "Audi Service Technician Job Opportunity at indiGO Auto Group", "p": "indiGO Auto Group is a globally recognized and award-winning company with an unparalleled dedication to outstanding customer care and operational excellence. Our team strives to be the best for our customers, and we are proud to represent the best in luxury automotive brands. We are...
-
Jaguar Land Rover Service Technician
4 days ago
Rancho Mirage, California, United States indiGO Auto Group Full timeService Technician Opportunity at indiGO Auto GroupindiGO Auto Group is a globally recognized and award-winning company with an unparalleled dedication to outstanding customer care and operational excellence. We represent the very best in automotive brands, including Jaguar and Land Rover, and are seeking a skilled Service Technician to join our Rancho...
-
VP Finance, Americas
4 weeks ago
Rancho Santa Margarita, California, United States IMI Precision Engineering Full timeJob Title: VP Finance, AmericasWe are seeking a seasoned finance leader to join our team as the VP Finance, Americas. This role will drive financial strategy, optimize financial performance, and ensure robust financial controls across the Americas region.Key Responsibilities:Provide strategic and commercial finance business partnership to the Regional...
-
Mechanical Engineer
2 weeks ago
Rancho Santa Margarita, California, United States IMI Critical Engineering Full timeJob Title: Mechanical EngineerIMI Critical Engineering is seeking a skilled Mechanical Engineer to join our team in Rancho Santa Margarita, CA. As a Mechanical Engineer, you will play a critical role in executing IMI Insyt studies, which use customer data to identify, define, and solve customer problems.Key Responsibilities:Review and interpret P&ID & piping...
-
Mechanical Engineer
2 weeks ago
Rancho Santa Margarita, California, United States IMI plc Full timeJob Title: Mechanical EngineerJoin IMI plc, a sector-focused organization at the forefront of delivering motion and fluid control technologies, as a Mechanical Engineer in our Insyt Team. We are seeking a highly skilled and experienced engineer to execute IMI Insyt studies, leveraging customer data to identify, define, and solve customer problems.Key...
-
Inside Sales Engineer
1 week ago
Rancho Santa Margarita, California, United States IMI plc Full timeJob SummaryThe Inside Sales Engineer provides customized solutions to customers, meeting technical and economic goals while ensuring profitability for the manufacturer. This role requires a strong understanding of valve and flow control systems, as well as excellent communication and problem-solving skills.Key Responsibilities Order entry for assigned...
-
Quality Assurance Manager
1 week ago
Rancho Santa Margarita, California, United States IMI plc Full timeJob Summary:The Quality Assurance Manager will lead the Quality Assurance department in directing, planning, and coordinating the QA program to ensure quality production of products consistent with established standards and compliance with regulatory codes. The ideal candidate will have experience with root cause analysis, audit experience, and knowledge of...
-
Quality Assurance Manager
2 weeks ago
Rancho Santa Margarita, California, United States IMI plc Full timeJob Title: Quality Assurance ManagerIMI plc is a leading provider of motion and fluid control technologies, and we are seeking a highly skilled Quality Assurance Manager to join our team.Job Summary:The Quality Assurance Manager will be responsible for leading the Quality Assurance department in directing, planning, and coordinating our QA program to ensure...
-
VP Finance, Americas
4 weeks ago
Rancho Santa Margarita, California, United States IMI Precision Engineering Full timeJob Title: VP Finance, AmericasWe are seeking a seasoned finance leader to join our team as the VP Finance, Americas. This role will drive financial strategy, optimize financial performance, and ensure robust financial controls across the Americas region.Key Responsibilities:Serve as a strategic and commercial finance business partner to the Regional...
Wealth Protection Advisor
2 months ago
Key Responsibilities:
- Arrange meetings and engage with high net worth clients to assess their lifestyle, concerns, and specific insurance requirements, providing tailored consultative advice for personal risk management solutions.
- Meet annual new business sales targets within the designated market.
- To achieve revenue objectives, the advisor will need to create lists of potential centers of influence and lead sources among clients in the target demographic.
- Effectively penetrate assigned prospect targets using USI's Engagement Platform process, collaborating with business partners such as attorneys, financial advisors, real estate agents, and other professionals serving the affluent market.
- Exhibit the ability to identify and surmount sales challenges on a case-by-case basis.
- Successfully devise and implement sales and marketing strategies, along with regular communications to enhance USI's market presence.
- The Wealth Protection Advisor will be expected to meet with external centers of influence to prospect, engage, and ultimately deliver value-added services to their clients.
- Establish strong working relationships and earn the trust of Commercial Lines and Employee Benefits production teams.
- Build a reputation as a trusted partner and advisor to clients and prospects.
- Develop and support cross-selling initiatives for both existing and new client relationships.
- Participate in and, when necessary, lead meetings with current and prospective clients.
- Manage client and prospect data, including creating prospect lists from business clients and maintaining activity records in USI's CRM and sales tracking systems.
- Prepare proposals for Personal Risk Management clients and prospects, conduct research, assist in drafting responses, and present customized insurance programs to potential clients.
- Flexibility in scheduling is essential, including availability for some evening appointments.
- Preferred candidates will have at least 3 years of experience in High Net Worth or personal insurance sales or service.
- Exceptional written and verbal communication skills are required.
- Experience in the personal lines insurance sector is essential.
- Willingness to travel 50% or more of the time to meet clients.
- Strong teamwork abilities with a capacity to work independently.
- Highly driven, goal-oriented, and organized individual focused on achieving personal sales objectives.
- Excellent customer service skills applicable to the sales process.
- In-depth knowledge of insurance carriers and the personal insurance market.
- Commitment to the mutual goals of the Personal Insurance Practice and Regional Office.
- A college degree is preferred, but a high school diploma or equivalent is required.
- An active property/casualty license is required (or must be obtained within 60 days of hire).
- Proficiency in Microsoft Office applications is necessary.
With over $2.5 billion in revenue and a workforce exceeding 10,000 across more than 200 offices nationwide, USI is among the largest insurance brokerage and consulting firms globally. We have fostered a dynamic culture for personal and professional development within the industry. Our commitment to our associates is reflected in our unique employee reward and recognition programs.
Exceptional Resources and Support
What sets USI apart as a leading insurance brokerage and consulting firm is the USI ONE Advantage, a transformative value proposition that provides clients with a comprehensive suite of risk management and benefit solutions that yield significant financial benefits. USI ONE encompasses Omni, Network, and Enterprise—the three pivotal elements that differentiate USI from competitors. Through USI ONE, we create strategic, timely, and effective risk management and benefit programs that are straightforward and demonstrate their positive economic impact.
Industry-Leading Rewards and Recognition
In addition to competitive compensation, commissions, and benefits, USI acknowledges our top sales associates through the USI PEAK program, celebrating and rewarding our sales professionals for outstanding performance. We offer programs that recognize exceptional achievements and support our associates in leading healthy, productive lives. Our award-winning wellness program, scholarships for associates' children, and financial assistance during challenging times are just a few examples of our commitment to our team.
Community Engagement
We are dedicated to contributing to our local communities and fostering a culture of environmental sustainability. Our efforts include volunteering our time, skills, and resources to support local non-profits, animal shelters, and environmental initiatives, as well as partnering with eco-conscious vendors to minimize our environmental impact.
Diversity, Equity, and Inclusion Commitment
Our acclaimed I'm With U program focuses on diversity, equity, and inclusion, educating our associates to better understand and serve our clients, colleagues, and communities through curated training resources and outreach initiatives aimed at cultivating a more diverse and inclusive culture.
Award-Winning Workplace
- Recognized as one of Insurance Business America's Top Insurance Employers for six consecutive years.
- Featured on Business Insurance's annual list of the Best Places to Work in Insurance for four years running.
- Awarded Gold Status by the American Heart Association for maintaining a culture of health and well-being for five consecutive years.
- Visit our Awards and Accolades page for a comprehensive list of industry recognitions.
