14 sales consultant jobs found in Dallas, TX

Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen. Headquartered in New York City and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.  Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our...

Job Description: We are looking to add a Sr. Placement Consultant to join our Property Casualty team in Dallas, TX . Offering a forward-thinking, innovative, and vibrant company culture, along with the opportunity to share your unique potential, there really is no place like Holmes! Essential Responsibilities: Independently perform the daily tasks required to efficiently manage client service which includes renewal marketing and placement of insurance for assigned clients as well as responding to daily client service needs. Prepare, market new and define renewal business in conjunction with designated sales team. Maintain an organized marketing file utilizing appropriate software that provides Placement Specialist with clear and accurate information to ensure a smooth issuance, including a written order letter with all changes noted. Provide answers, solutions, or direction to questions or concerns by sales team, service team, clients and underwriters in...

Summary As a Senior Director in the Executive Compensation and Board Advisory practice you will be primarily responsible for selling, leading and delivering large client engagements and serving as a strategic advisor to clients in your areas of subject matter expertise. You’ll also contribute your thought leadership to the overall development of the Executive Compensation practice and act as a coach and mentor for fellow colleagues. Specific client engagements could include the following: Executive compensation benchmarking Short and long-term incentive design Compensation Committee advice/support Board Advisory Working closely with colleagues in other Work & Rewards practices to sell and deliver on broader rewards strategy projects, including our broad-based employee solutions (compensation, careers, skills, etc.), and our proprietary data and software solutions Partnering with colleagues in our other Health, Wealth, and Career...

The Associate Client Advocate (ACA) is responsible for supporting the client relationship and the strategy development and execution at the insurance program level, in conjunction with a Producer, GCA, or CA on Large or Complex accounts or for leading the client relationship and strategy development and execution on Middle Market house accounts.   The Associate Client Advocate coordinates WTW resources to provide service and placement to meet the client’s insurance and risk management needs.  The Associate Client Advocate has a strong connection to the client’s business and fundamental understanding of its industry and is the client’s primary contact for ongoing insurance needs. The Associate Client Advocate supports opportunities to maximize the profitability of existing clients by account rounding and may support new business efforts. The primary responsibility of the Associate Client Advocate is to provide an exceptional client experience, with a primary focus on direct client...

The Senior Client Advocate provides strategic relationship management and placement, taking advantage of our specialized Construction industry experience and unparalleled market know-how, to craft strategies for clients to quantify, mitigate, and transfer risk. This position will also create strategies and execute the placement of Builders Risk, Property and Casualty lines of business for both primary and excess policies. If you are client-centric, interested in affiliating with an industry leader, and committed to helping clients unlock their potential through effective risk management strategies, this may be the perfect opportunity for you! The Role The Senior Client Advocate is responsible for providing strategic relationship management, placement of Builders Risk , Property and  casualty lines, and consultative services to our clients. The Senior Client Advocate is responsible for marshaling Willis Towers Watson resources to provide coordinated service and placement...

Job Responsibilities and Requirements The Sr. Middle Market Client Manager serves as the primary strategic advisor for assigned middle market clients, delivering expert guidance on benefit plans, contracts, and service issues. This role builds strong client relationships, drives client growth, and ensures operational excellence through proactive engagement, strategic problem-solving, and cross-functional collaboration on Disability, Life, FML, State Leaves, Company Leaves (Paid and Unpaid) and ADA cases. This senior role ensures operational excellence through proactive engagement, advanced problem-solving, and cross-functional leadership. Client Relationship Management Serve as the main contact for assigned clients, delivering consultative advice on contracts, plan structure, renewals, and escalated issues. Build and maintain strong, proactive relationships through regular face-to-face meetings and strategic communications. Navigate complex client challenges,...

WHY JOIN US? EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered helps us to deliver the best outcome to our clients. An Equal Opportunity/Affirmative Action Employer.    15th Largest Broker in US    Voted " Best Place to Work" in the Insurance Industry    Awesome Benefits: 401K matching, Generous Time Off Policy, Flexible Work Options, Medical, Dental, Vision, Pet Insurance, Cancer Insurance, Wellbeing Programs, Employee Award Programs (Trips!). To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or...

The Associate Client Advocate (ACA) is responsible for supporting the client relationship and the strategy development and execution at the insurance program level, in conjunction with a Producer, GCA, or CA on Large or Complex accounts or for leading the client relationship and strategy development and execution on Middle Market house accounts.   The Associate Client Advocate coordinates WTW resources to provide service and placement to meet the client’s insurance and risk management needs.  The Associate Client Advocate has a strong connection to the client’s business and fundamental understanding of its industry and is the client’s primary contact for ongoing insurance needs. The Associate Client Advocate supports opportunities to maximize the profitability of existing clients by account rounding and may support new business efforts. The primary responsibility of the Associate Client Advocate is to provide an exceptional client experience, with a primary focus on direct client...

Job Description: We are looking to add a Client Service Consultant to join our Property Casualty team in Dallas, TX . Offering a forward-thinking, innovative, and vibrant company culture, along with the opportunity to share your unique potential, there really is no place like Holmes! Essential Responsibilities: Understand client operations and exposures to ensure appropriate coverage is in place or coverage options are provided. Consult with the team for pre-renewal meetings on qualifying accounts and development of client opportunities. Market renewal policies and negotiate with insurance company underwriters. Review quotes on accounts for accuracy and prepare proposal documents for client. Be accountable for account and policy accuracy by ensuring that all customer information as well as items received by carriers are accurate and current including coverage schedules, policies, endorsements, and audits. Prepares client renewal documents and saves...

  Broker Director The Broker Director plays a critical role in driving profitable growth, strengthening broker partnerships, and protecting our clients. Reporting to the Broker & Market Leader, this role is responsible for managing strategic relationships with up to five key retail brokers and serving as a core member of a national broker coverage team. The Broker Director collaborates closely with internal partners and broker counterparts to deliver insights, deepen engagement, and accelerate growth. We are looking for a highly motivated, results-driven professional with a strong ability to identify and pursue new business opportunities. The ideal candidate brings solid business acumen and can translate market insights into revenue-generating strategies. How You Will Make an Impact Drive profitable growth, retention, and optimal portfolio mix with assigned brokers. Lead execution of local market strategies aligned with national broker commitments....

SUMMARY: The Senior Client Manager  works with and supports Producers, Client Advocates, Client Executives and the account team to manage client service delivery throughout the insurance renewal and policy period on an assigned book of business largely comprised of Charter Schools. The role is client facing and team focused, using professional skills in commercial property and casualty insurance to enhance and expand large and complex client relationships. This position is a senior, client-facing role responsible for directly supporting Property & Casualty Insurance client relationship management efforts. The position supports and coordinates service activity and is a key member of the client service team, responsible for delivery of the program-level strategy and providing consultation to clients.   This position mentors a client service team through continuous learning, transparent feedback, and strong talent development. Working directly with the team to assist in...

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition Job Purpose: Brief and in a few sentences statement of the reason the job exists.   This position will be responsible for two key activities within a territory - coaching/leading advisors and advisor teams and recruiting advisors and advisor teams. Advisor teams include senior advisors, associate advisors, RSMR's, sales assistants/coordinators.  Advisor managers will be responsible...

We are seeking an experienced Risk Management Insurance Broker with at least 3 years' experience of B2B sales in the P&C space. This role will be responsible for providing expert advice and guidance to clients in navigating the complex landscape of insurance and connected programs. Individuals who apply should possess: Proven experience and success as an insurance broker, with a focus on property & casualty sales. A strong understanding of insurance and risk management products to evaluate complex policies and identify cost-saving opportunities.  Ability to work with C-Suite Executives to develop the best risk management solution for their insurance program. Excellent communication and interpersonal skills and the ability to build rapport and trust with clients. Join a Winning Team: The individual in this role will joining a team with a solid track record of success in the insurance industry. We have a high concentration of clients in Construction,...

We are seeking an experienced Employee Benefits Insurance Broker with at least 3 years' experience of B2B sales in the employee benefits space. This role will be responsible for providing expert advice and guidance to clients in navigating the complex landscape of employee benefits insurance and programs. Individuals who apply should possess: Proven experience and success as an insurance broker, with a focus on employee benefits A strong understanding of employee benefits products Detail-oriented with strong analytical skills, capable of evaluating complex insurance plans and identifying cost-saving opportunities.  Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients. Join a Winning Team: The individual in this role will joining a team with a solid track record of success in the employee benefits insurance industry. Over the years, our team has experienced significant growth of 18% (driven organically) and a...