- HUB International (Wilmington, MA)
- …the United States, Canada and Puerto Rico. We currently have an opportunity for a ** Commercial Insurance Client Advisor - Management Liability ... insurance company underwriters at the direction of Director. **Specific Responsibilities** ** Client / Prospect** Identifies and advises insurance buyers and /… more
- World Insurance Associates, LLC. (San Francisco, CA)
- …retirement plan services, and payroll & HR solutions. Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's Client ... any client solve any challenge, including traditional commercial lines insurance , high net worth /... "pitch decks" / presentations. Compensation As a World Insurance Client Advisor , your compensation… more
- UMB Bank (Kansas City, MO)
- …etc., over time that might create a change in their financial service needs. As a ** Client Advisor - Commercial Card** you will align to a geographic banking ... line is directly impacted by the growth of our commercial loan portfolio and revenue generating lines of business...and escalations to appropriate resolution. + You will track client issues & resolution, work with appropriate resources to… more
- First National Bank of Omaha (Omaha, NE)
- …to change based on business needs. **Summary of the Job:** The Director, Commercial Payments is a senior advisor multi-faceted role responsible for providing ... benefits of a comprehensive solution set, including Treasury Services, Commercial Card/Virtual Card/Integrated Payables, Global Banking and Merchant Services. This… more
- HUB International (Charlotte, NC)
- …Conducting sales, service, and solicitation of all forms of commercial insurance business + Maximizing growth and client retention through superior customer ... HUB INTERNATIONAL:** HUB International Limited ("HUB") is the 5th largest global insurance and employee benefits broker, providing a broad array of property,… more
- JPMorgan Chase (Champaign, IL)
- …offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial ... by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success… more
- Umpqua Bank (Greenwood Village, CO)
- Private Client Advisor Wealth Management Reno, Nevada Greenwood Village, Colorado Henderson, Nevada **Description** **About Us:** At Umpqua, we create a great ... business. Together for better. **About the Role:** Our Private Client Advisor will work with the high...a collaborative, team approach. + Working with branch and commercial partners to identify existing clients and new prospects… more
- Umpqua Bank (Portland, OR)
- Private Client Advisor Wealth Management Portland, Oregon Lake Oswego, Oregon **Description** **About Us:** Umpqua Bank is headquartered in the Pacific Northwest ... Heart, Enjoyment, and Relationships. **About the Role:** Our Private Client Advisor will work with the high...a collaborative, team approach. + Working with branch and commercial partners to identify existing clients and new prospects… more
- JPMorgan Chase (New York, NY)
- …large annuity manufacturers and mutual fund companies. JPMAM seeks a National Accounts Client Advisor (CA) to provide sales coverage to asset management firms, ... insurance companies and recordkeepers. JPMAM's Subadvisory client ...and distribution support programs. As a National Accounts Subadvisory Client Advisor within JPMAM, you will be… more
- Truist (Paramus, NJ)
- …and 65 in lieu of 66) licenses. 3. Applicable state health and life insurance licenses. 4. Securities sales and client relationship management experience 5. ... the following job description:** Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering… more