9 financial advisor jobs found in Denver, CO

Description Summary: Responsible for generating and expanding client relationships by providing expert payment solutions and recommendations in the small business space from $0-$3 million.  You will also partner with branches to identify new sales opportunities for merchant services while also coaching branch staff, calling on prospects/clients, managing leads, making presentations, closing sales, managing appointments and schedules, attending leadership meetings and keeping your partners engaged in your referrals and calling efforts. Duties and Responsibilities: Actively prospect and build relationships with new clients, converting leads into valuable partnerships.  Sell a range of solutions (Visa, Mastercard, Amex, Discover, check processing, gift cards, ACH) and navigate complex hardware and software needs. Build pipeline, convert leads, navigate complex hardware and software needs, and close deals,...

Description Owns and manages an assigned territory of agencies who focus on farm and ranch, driving profitable premium growth to achieve financial and operational goals. Under limited supervision, manages broad and diverse agency partnerships, handling assigned agencies across the Mountain Region (CO/NV/AZ/WY/UT/NM), and optimizing territory performance. Creates, implements and executes territory and agency strategies to achieve goals utilizing all company programs, tools and resources while collaborating with internal business partners. Conducts agency outreach through a combination of in-person visits, virtual visits (supplemented by audio or video conferences), email and other digital media.   In support of the region, assists in the development and execution of our farm strategy, to include marketing, communications, internal and external training, and collaboration with underwriting to ensure an appropriate mix of new and renewal business.   Line...

Description Summary: The Mortgage Loan Officer - Retail Community position provides 'Simply the Best' customer service to each customer at all times. Responsibilities include using internal and external referral sources to develop mortgage loan business; builds and maintains business relationships within the community. Duties & Responsibilities: Develops new and expands internal and external referral sources to grow mortgage business Using consultative selling techniques, advises clients on mortgage loan options and other financial products. Provides excellent customer service from approval through closing, working closely with loan origination sources to secure and verify all information required for underwriting. Responsible for maintaining client relationships. Advises customers on the completion of loan applications. Performs other duties as assigned. Basic Qualifications: High school...

CAC Group, part of The Baldwin Group, is a leading insurance broker and advisor that provides expertise and placement capabilities across the spectrum of insurance and capital markets. Our team defines our success. We recruit and retain the industry’s best talent with deep knowledge and experience in their respective segments, products, and industries. We root for each other, as we are all connected and aligned to serving clients in a better and smarter way. Find out more about career opportunities to work with the best team in the industry. The Account Manager, Real Estate will assist the Account Executive, Broker and Producer with marketing and servicing of new and renewal business for the Real Estate team. The Account Manager will coordinate with production team and insurance carriers to facilitate a successful client renewal. Duties & Responsibilities:    Work to plan and prepare the renewal strategy meeting with A/E for both internally and with   Prepare the...

Job Description Summary: We are seeking a Senior Account Manager experienced in servicing high-net-worth accounts to join our growing Personal Lines team! As a Senior Account Manager, your primary responsibilities will be servicing and maintaining existing accounts in our Personal lines department. Additionally, you may be expected to upsell clients on additional lines where possible. In this role, you will: Manage a book of insurance business, while acting with a high degree of independent discretion, autonomy, and decision-making Provide professional, courteous service to our clients, carrier representatives, underwriters, business partners, and HUB colleagues Be responsible for account rounding and the development of new business as appropriate and in accordance with standard practices, policies, and procedures Make major decisions independent of manager approval on the book for which you are responsible Oversee the preparation and...

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 Role Overview The Director of Partnerships plays a critical role in advancing Filene’s mission by driving revenue growth and deepening engagement with members and funders. This position is responsible for cultivating new donor relationships, strengthening and expanding existing partnerships, and ensuring a high-quality experience for Filene members. The ideal candidate is a...

Our Employee Benefits team is growing, and we’re looking for a Financial Consultant who thrives on turning data-driven insights into strategic client solutions. In this role, you’ll play a key part in supporting our producers and account executives through expert financial analysis, cost management strategies, and innovative funding approaches that drive client success. In this role, you will: Directly assist Producers/Account Executives in selling to new accounts by demonstrating HUB analytics, alternative risk, and cost management expertise Advise Sales Executives and Account Management team as necessary in applying a basic understanding of our capabilities Train and mentor members of the Financial Consulting team Execute marketing efforts focused on sales/retention initiatives – where financial consulting is a key consideration Anticipate and adapt to changing business demands – especially in-tune with the evolving changes in various client cost management...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is Seeking an Employee Benefits Producer to join our growing team in Denver, CO . Increase volume of sales through prospect and new client development; and client retention by managing relationships and collaborating with team members to deliver exceptional customer service, achieve client satisfaction, and drive new business opportunities. How You Will Contribute Build a network of professional relationships, identify new leads, and qualify opportunities that meet company standards as prospects. Establish, cultivate, and manage customer relations with clients, as well as professional relationships with carrier partners and internal resources throughout the organization. Conduct risk management surveys, determine insurance coverage needs, develop stewardship reporting and advise existing and prospective...

About HUB In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world’s largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected — through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of-a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. Why Choose HUB? Throughout our network of more than 600 HUB offices in North America, we offer a competitive, exciting and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees, and provide continuous opportunities for growth and development .   Our entrepreneurial culture fosters an...