Client Advisor

3 months ago

Woodbridge Township, United States World Insurance Associates LLC Full time

Position Overview

This position supports the Account Executive with responsibilities related to client management and retention.

Essential Duties and Responsibilities

Responsible for identifying, soliciting and closing new business for the company Generate an ongoing list of prospects Utilize cold calls, prospecting emails, mail, professional associations, and networking to contact prospective clients Ability to identify opportunities for cross-sell of other lines of insurance Identify exposures, make recommendations, and create custom programs to eliminate gaps in coverage Identify opportunities to round out accounts for existing clients Maintain client relationships and retention of accounts through agency’s renewal workflows.

Qualifications

3-5 years of experience working in an insurance brokerage or carrier Personable and highly motivated to grow personal success Good written and verbal communication and presentation skills Excellent organization and follow-up skills Consultative, positive and resourceful approach to dealing with prospect, clients and associates Excellent listening skills with strong customer focus Applied Epic or similar agency management software experience, preferred Able to work independently and enjoy a high degree of interaction with team members Ability to contribute to a collaborative environment by consistently demonstrating teamwork, high motivation, positive behavior and effort to achieve goals and objectives Self-motivated and driven Maintain a sense of urgency and ability to work with and meet deadlines Demonstrate effective written and verbal communication, including the ability actively listen, and problem solve with minimal assistance Demonstrates excellent time management and prioritization skills Attention to detail and commitment to a high level of accuracy The ability to multitask, prioritize, work independently, and use discretion surrounding sensitive information Ability to maintain a professional demeanor and positive attitude

  • Employee Benefits Senior Account Manager

    4 weeks ago

    Woodbridge, New Jersey, United States World Insurance Associates LLC Full time

    About World Insurance Associates LLCWe are a leading insurance organization that provides top-notch products and services from leading providers, paired with personalized attention from local experts.Our team of over 2,200 professionals across more than 260 offices in North America specializes in personal and commercial insurance, surety and bonding,...

  • Client Advisor

    4 months ago

    Egg Harbor Township, United States Group 1 Automotive Full time

    CONSIDER A CAREER WITH US! BMW of Atlantic City is part of the fast growing Group 1 Automotive, a leader in automotive retail. We are growing and looking for a quality Client Advisor to work with our Quality Dealership representing our  Quality Product! We want you to be a part of the future success of BMW of Atlantic City! We offer... A...

  • Junior Financial Advisor

    1 week ago

    Freehold Township, United States Arkhitekton LLC Full time

    Junior Financial AdvisorWe are a service-oriented FINANCIAL PLANNING firm providing an array of services ranging from fee-based financial plans to investments and insurance. Our office is located in Freehold, NJ and provides a comfortable professional work environment. Our office culture is friendly and relaxed without sacrificing the quality of our results....

  • Entry Level – Wealth Management Associate

    4 months ago

    Woodbridge Township, United States Equitable Full time

    Description Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing them confidence to pursue long and fulfilling lives. We have a passion to make a positive impact on the futures of individuals and businesses by...

  • Risk Management Advisor

    4 weeks ago

    Woodbridge, Virginia, United States Truist Inc Full time

    Position Overview:The following outlines the responsibilities and expectations for the Risk Management Advisor role. If you wish to proceed with your application, please utilize the designated application process.Employment Type:RegularLanguage Requirement:English (Required)Work Schedule:Day Shift (United States)Job Responsibilities:Deliver comprehensive...

  • Financial Advisor

    3 months ago

    Clinton Township, United States Hantz Group Full time

    Job DescriptionJob DescriptionFinancial AdvisorHantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees. We offer a multitude of services tailored to each individual client. We...

  • Beauty Advisor

    2 months ago

    Woodbridge, United States Sephora Full time

    Job ID: 252205Store Name/Number: VA-Potomac Mills (2090)Address: 2700 Potomac Mills Cir, Woodbridge, VA 22192, United States (US)Hourly/Salaried: Hourly (Non-Exempt)Full Time/Part Time: FlexPosition Type: RegularYour role at Sephora: As a Beauty Advisor, you'll help clients discover the power of beauty. This role is about creating personalized experiences...

  • Service Advisor

    2 weeks ago

    Lacey Township, United States Ryan's Servicenter LLC Full time

    About the RoleWe're seeking a highly skilled and enthusiastic Service Advisor to join our team at Ryan's Servicenter LLC. As a Service Advisor, you will be the primary point of contact for our customers, providing exceptional service and ensuring their satisfaction with our repair services.Key ResponsibilitiesAnswer phone calls and greet customers in a...

  • Financial Advisor

    6 days ago

    Bridgewater Township, United States Judson Group Full time

    Judson Group has partnered with a leading independent, privately-held wealth management firm in Central New Jersey to add a Financial Advisor - CFP to their team. This will be a unique opportunity to work in a collaborative environment to service clients’ financial needs with a reputable RIA.The ideal candidate has strong communication skills and solid...

  • Financial Advisor

    4 months ago

    Wall Township, United States C&A Financial Group Full time

    Job DescriptionJob DescriptionWe offer extensive training on all aspects of our career; marketing, lead generation, client acquisition, cash flow analysis, and cash flow strategies. We also utilize a mentorship program to help college graduates, career changers, and experienced advisors quickly learn our philosophy and client process.Our advisors are known...

  • Financial Advisor

    1 week ago

    Bridgewater Township, United States Judson Group Full time

    Judson Group has partnered with a leading independent, privately-held wealth management firm in Central New Jersey to add a Financial Advisor - CFP to their team. This will be a unique opportunity to work in a collaborative environment to service clients’ financial needs with a reputable RIA.The ideal candidate has strong communication skills and solid...

  • Branch Banking Client Advisor II

    1 month ago

    Woodbridge, New Jersey, United States Flagstar Bank Full time

    JOB SUMMARYA Client Consultant II in Branch Banking serves as a vital resource, traveling among designated branches to deliver exceptional, timely, and professional financial services to our clients. This role emphasizes providing a superior customer experience by addressing inquiries and offering detailed information on various products tailored to meet the...

  • TAS Staff

    4 months ago

    Woodbridge Township, United States Citrin Cooperman Full time

    Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We’re continuously seeking talented individuals who bring fresh perspectives, a problem-solving mindset, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are at the ready to support your...

  • Client Financial Strategist

    1 month ago

    Wall Township, United States New York Life - Wall, NJ Full time

    Job OverviewOur organization is experiencing significant growth, and we are seeking a dedicated financial services representative to join our team at the entry-level. The perfect candidate will possess a strong desire to master the financial services industry, equipping themselves with the necessary skills for effective wealth management to assist our...

  • Client Service Representative

    3 weeks ago

    Egg Harbor Township, United States Group 1 Automotive Full time

    Join Our Team at Group 1 Automotive!About Us:Group 1 Automotive is a leading automotive retail company with a strong presence in the industry. We are committed to delivering exceptional customer experiences and providing a positive work environment for our employees.About the Role:We are seeking a highly motivated and customer-focused Client Advisor to join...

  • Personal Insurance Service Advisor

    4 weeks ago

    Limerick Township, United States The Jonus Group Full time

    Job Overview Personal Lines Insurance Service Advisor Location: Remote A reputable agency is in search of a meticulous individual who possesses a comprehensive understanding of personal lines insurance products. The ideal candidate will exhibit the following qualifications: Proficiency in managing home, auto, and umbrella insurance policies. ...

  • Automotive Client Relations Specialist

    1 month ago

    West Bloomfield Township, Michigan, United States Bloomfield Garage Inc Full time

    Job OverviewPosition: Automotive Client Relations SpecialistDepartment: Customer SupportReports to: Service SupervisorAbout Us:Bloomfield Garage Inc is a premier automotive service provider committed to delivering outstanding service and ensuring high levels of customer satisfaction. We are seeking a proactive and customer-oriented individual to join our...

  • Investment Advisor

    1 month ago

    Woodbridge, New Jersey, United States Equitable Services Full time

    Position Overview:We are seeking a dedicated financial professional to enhance our services at Equitable Services. In this role, you will engage with clients to understand their financial goals and risk profiles, subsequently recommending suitable financial products, services, and strategies tailored to their needs.Key Responsibilities:Engaging with clients...

  • Wealth Management Advisor

    1 month ago

    Wall Township, United States New York Life - Wall, NJ Full time

    Job OverviewOur organization is experiencing significant growth and is seeking a dedicated financial services representative to join our team at the entry level. The ideal candidate will possess a strong desire to learn the intricacies of financial services essential for effective wealth management, enabling our clients to meet their financial...

  • Employee Benefits Senior Account Manager

    4 months ago

    Woodbridge Township, United States World Insurance Associates LLC Full time

    Summary World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents. Founded in 2011, World is one of the fastest-growing insurance brokers in the U.S. with over 2,200 employees in over 260 offices across North America. We specialize in personal...