29 advisor jobs found in Charlotte

Client Advisor Priority Business - SA08DE We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future.              The Hartford’s Group Benefits Priority Business team is looking for a motivated and collaborative individual. The Hartford’s Group Benefits segment is a market leader in life and disability insurance and an expanding suite of voluntary products and services, providing businesses with the employee benefits solutions necessary to attract and retain top talent. The Hartford sets the standard for helping individuals reclaim their lives in the face of disability or personal crisis.   Responsibilities: Customer Service. Manages Priority Account (PB) Book of Business (BOB) 100-499 Lives. Contact for complex service issues...

Job Type: Full time   Exempt/Non Exempt:   Salary Job Description:   Position Schedule / Shift:  Service center hours are Monday–Friday, 7:30 a.m.–6:00 p.m., and  Saturday,  8:00 a.m.–4:00 p.m. Schedule and shift assignments will depend on the position.     Position Summary :     As a Service Advisor,   you’ll   serve as the primary point of contact for customers throughout the vehicle service process. This role involves assessing customer needs, recommending maintenance and repair services, preparing repair orders, and communicating with both customers and technicians to ensure work is completed accurately and efficiently. Successful candidates have strong customer service, communication, and organizational skills, along with the ability to manage multiple priorities in a fast-paced environment. The Service Advisor plays a key role in delivering   a positive   customer experience and supporting overall service...

Description Summary: The HFA Financial Advisor Senior - Branch partner closely with branch staff to uncover client needs and offer most appropriate financial solutions for their short-term and long-term goals. Duties & Responsibilities: Responsible for personal production goals and customer service objectives for all assigned branches and/or book of business. Provide investment/insurance solutions to customers based on a comprehensive financial planning approach that incorporates all assets, goals, time horizon and risk tolerances. Coach branch staff regularly in every location to better profile customers to identify short-term and long-term goals and provide appropriate solutions as needed. Provide ongoing training and sales support to assigned branches to deliver a great customer experience to all customers and prospective customers. Responsible for partnering with every line of business (Mortgage,...

Join us at Towne Insurance! Your Career. Your Future. Your Towne. Towne Insurance is hiring a Risk Advisor - Select Business Unit. This is a sales-oriented position that requires strong communication and interpersonal skills, attention to detail, and the ability to gain an understanding of the prospect’s needs. A Select Business Unit Risk Advisor is responsible for assisting clients in identifying their insurance needs, recommending appropriate coverage options, and explaining policy features, benefits, and costs. This commercial insurance sales position requires a strong focus on building relationships and trust with our TowneBank branch affiliates. About Us Towne Insurance is a nationally recognized top insurance and risk management firm specializing in customized insurance solutions for all segments of business clients, families, and individuals. At Towne Insurance, we take pride in serving others, enriching lives, and providing our members exquisite service. Our...

Join us at Towne Insurance! Your Career. Your Future. Your Towne.  Towne Insurance is hiring a Commercial Lines Risk Advisor to join our Charlotte, NC team. This is a sales-oriented position, requiring advanced communication skills, a thorough knowledge of the insurance products available through this agency, and proven ability to pursue and close sales developed though leads provided by bank personnel and through own relationships. About Us Towne Insurance is a nationally recognized top insurance and risk management firm specializing in customized insurance solutions for all segments of business clients, families, and individuals. At Towne Insurance, we take pride in serving others, enriching lives, and providing our members exquisite service. Our employees are our most valuable asset, and we take time to invest in their health, happiness, and education. We hire motivated, self-directed professionals who desire to give back to their communities. About the Role...

Join us at Towne Insurance! Your Career. Your Future. Your Towne. Towne Insurance is hiring a Private Client Risk Advisor to join our Charlotte team. This position requires a sales and relationship-oriented individual with advanced communication skills and knowledge of private client personal products and coverages to work within Towne Insurance Private Client Group, an independent agency. The position is responsible for providing personalized insurance solutions to high net-worth clients, ensuring their unique needs are met with the utmost care and attention. About Us Towne Insurance is a nationally recognized top insurance and risk management firm specializing in customized insurance solutions for all segments of business clients, families, and individuals. At Towne Insurance, we take pride in serving others, enriching lives, and providing our members exquisite service. Our employees are our most valuable asset, and we take time to invest in their health, happiness, and...

WHO WE ARE Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success.   WHAT WE’RE LOOKING FOR The Brokerage Consultant is responsible for driving sales of life and/or annuity insurance products through wholesale distribution channels, including independent brokers, financial advisors, and agencies. This role combines product expertise, relationship management, and strategic sales initiatives to grow market share, achieve revenue targets, and support the success of wholesale partners. A GLIMPSE INTO YOUR DAY Identifies and cultivates relationships with wholesale...

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity As a dedicated Financial Regulatory Reporting Senior, you will serve as a key contributor in the preparation, review, and analysis of reports submitted to regulatory agencies, including the FR Y-9C, FR Y-9LP, FR Y-11, FR 2314, and FFIEC 009/009A. You will be responsible for preparing highly technical components of the...

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity As a trusted advisor and strategic partner to senior executive leadership as an HR Business Partner Director , you will drive business value through development of long-term talent strategies aligned with business objectives. Leveraging business acumen, data-driven insights and innovative thinking to solve complex HR and...

The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one. If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency:  English (Required) Work Shift: 1st Shift (United States of America) Please review the following job description: The Vice President, Corporate Communications, leads an integrated enterprise communications strategy that advances the company’s business priorities, increases teammate awareness and engagement, and protects and enhances the company’s brand with clients, business partners, industry stakeholders, and the media. Serving as a trusted advisor to senior leaders, this role shapes the corporate narrative and...

Who we are: The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. Position Summary:   What is   an   Insurance   Advisor ?     Insurance   Advisor is the title we use here in our Charlotte Sales and Technology hub . We are licensed Insurance Agents .   Under close supervision,...

Executive Underwriter - UW07BD Senior Underwriter - UW08BA Underwriter - UW08BB We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future.           We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the   future.           Join a high-performing, collaborative team within our Life Sciences underwriting team, where innovation and strategic thinking drive success. We’re seeking a skilled Life Sciences Underwriter to manage and grow a profitable book of business, focusing exclusively on Property & Casualty...

Senior Underwriter - UH08BA Underwriter - UH08BB We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future.           As an Energy Express Underwriter at The Hartford, your primary role will be to underwrite Energy guaranteed cost renewal accounts as part of a team of underwriters dedicated to servicing the needs of our agency partners on an account-by-account basis.  They will work in close collaboration with other Energy underwriters & leaders, including the following responsibilities: Underwriting: • Underwrites renewal business including some account rounding opportunities • Seamlessly applies all applicable Underwriting guidelines when making decisions • Has good knowledge of applicable laws, regulations and...

Job Type: Full time   Exempt/Non Exempt:   Hourly Job Description:   Position Schedule/Shift:   Service center hours are Monday–Friday, 7:30 a.m.–6:00 p.m., and Saturday, 8:00 a.m.–4:00 p.m. Schedule and shift assignments will depend on the technician position and level.     Position Summary :     ACG Car Care Technicians complete routine scheduled maintenance service on automobiles and trucks, as directed by a manager or Service Advisor. They spend their day performing basic automotive repair,  adjustments  and maintenance procedures, including, but not limited to; oil changes, tire replacement & repairs and general vehicle maintenance.     Key   Responsibilities :     General Service Tech:    Drive vehicles into service bays, prepare them for, and complete digital vehicle inspection    Performs general automotive maintenance and repairs    Test drive...

Company Details     With over 35 years of proven expertise in the workers' compensation industry, Key Risk delivers innovative and responsive solutions that provide our clients the freedom to do what they do best. Offering guaranteed cost options to employers nationwide, Key Risk focuses on delivering products and services within specialized verticals to reduce workers' compensation exposures and deliver industry-leading results.   All products and services are distributed through appointed insurance agents and brokers. Key Risk is a member company of W. R. Berkley Corporation, whose insurance company subsidiaries are rated A+ (Superior), Financial Size Category XV by A.M. Best Company and A+ (Strong), by S&P.   For further information about Key Risk please visit  www.KeyRisk.com Responsibilities The PEO Risk Management Specialist provides occupational risk assessment, safety consulting, and risk management...

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity AVPs of Product Marketing lead product marketers to acquire new accounts, shape and implement product-specific marketing strategies, focus on performance metrics, and deliver measurable results. They are accountable for accelerating growth through continuous test-and-learn agenda, improvement of paid marketing efforts, and...

The Company Willis Towers Watson (NASDAQ: WLTW ) is a leading global advisory, broking and solutions company that helps clients around the world turn risk into a path for growth. With roots dating to 1828, Willis Towers Watson has 39,000 employees in more than 120 territories. We design and deliver solutions that manage risk, optimize benefits, cultivate talent, and expand the power of capital to protect and strengthen institutions and individuals. Our unique perspective allows us to see the critical intersections between talent, assets and ideas, the dynamic formula that drives business performance. Unlock your potential at Willis Towers Watson. The Role As a Managing Director you will make a valuable difference every day to our high-profile clients and prospects by developing leading edge solutions to address their health and benefits and broader benefits issues.  You will lead large, highly visible client engagements as well as develop and manage active...

Executive Underwriter - UW07BD Senior Underwriter - UW08BA We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future.           The Hartford is seeking a highly skilled P&C Middle Market Underwriter, who is responsible for the following: Manages and Underwrites a Middle Market book of business Analyzes agency book on quarter-to-quarter basis for potential action Expertly applies all applicable Underwriting guidelines when making decisions Capable of underwriting highly complex business and will require limited support from senior underwriters and infrequent referral activity to complete quotes Has thorough knowledge of applicable laws, regulations and governance Agency Management which includes creating, driving...

Description The Senior Liquidity Specialist is a subject matter expert responsible for executing the Commercial Liquidity Strategy while driving revenue growth, portfolio expansion, and deep client engagement. The role partners closely with Relationship Managers (RMs), Treasury Management Sales Advisors (TMAs), and internal product teams to deliver consultative liquidity solutions for the firm’s largest and most complex commercial clients. As a product‑agnostic advisor on the Commercial Liquidity team, the Senior Liquidity Specialist independently manages a client portfolio, leads liquidity reviews, and contributes to strategic client planning while adhering to all applicable policies, procedures, and risk standards. Duties & Responsibilities: Serve as a client-facing Liquidity subject matter expert for the firm’s largest and most complex commercial clients (e.g., Corporate and Specialty Banking,...

The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one. If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency:  English (Required) Work Shift: 1st Shift (United States of America) Please review the following job description: JOB SUMMARY The Head of Compliance provides enterprise-wide strategic leadership and oversight of CRC Group’s regulatory and corporate compliance policies, procedures and programs including compliance operations. The Head of Compliance is accountable for defining and integrating compliance strategy across CRC Group, ensuring that CRC’s Compliance function is best in class. Reporting to the General...