5 advisor jobs found in Holmdel

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: The Advisor, Commercial Risk sells new accounts and renews existing accounts in keeping with firm and individual goals. Advisors build and maintain relationships with clients, prospects, the service team, insurance company partners, and centers of...

Guardian is seeking a  Senior Salesforce Technology Lead  to drive the design, build, and delivery of a next-generation Salesforce CRM platform leveraging  Salesforce Financial Services Cloud (FSC) . This role will play a critical part in  modernizing and transforming our legacy CRM ecosystem , leading the migration to FSC while enabling scalable, secure, and business-aligned solutions.  This is a  hands-on leadership role  requiring deep Salesforce expertise, strong architectural acumen, and the ability to lead cross-functional teams and vendor partners to deliver end-to-end solutions.  You Will  Lead the  end-to-end transformation  from legacy CRM to  Salesforce Financial Services Cloud , including architecture, design, and implementation  Define and implement  scalable Salesforce architectures , leveraging best practices across Sales Cloud, Service Cloud, and FSC  Partner with business stakeholders to  understand requirements , prioritize initiatives, and...

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. The Sr Client Service Specialist works closely with advisors, line of business specialists, and dedicated client servicing professionals to analyze client data, evaluate needs, and help create effective risk management solutions designed to meet clients' financial goals....

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:  We are seeking a motivated and detail-oriented  Sales Enablement Specialist to join our growing  Commercial Risk Management Group (CRMG)  and dynamic team. This entry-level role is designed for a high-potential individual who will play a key part in...

The Primary objective of the Firm Technology Representative, Program Reporting & Analytics is to take responsibility for maintaining, enhancing and developing applications, reports & GOL publications for Distribution Sales Compensation (DSC) management, Guardian firms, and Guardian advisors to monitor results in the context of key production/performance thresholds and awards & recognition programs.  Specifically, this role will work on the ACS Clubs application, Agency Paid-For system, various reporting platforms and data sources, and other functions as required, including specialized recurring/ad-hoc reports.  This position involves design and development of automated/streamlined reporting and tracking of results, requiring analytical skills and technical problem-solving skills. An additional objective is to act as liaison between DSC, other user teams and IT.  The role will focus on ensuring that reporting & technology needs of DSC and its customers within the...