6 wealth planner jobs found in Kansas City

Sun Life U.S. is one of the largest providers of employee and government benefits, helping approximately 50 million Americans access the care and coverage they need. Through employers, industry partners and government programs, Sun Life U.S. offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop-loss insurance, and healthcare navigation. We have more than 6,400 employees and associates in our partner dental practices and operate nationwide. Visit our website to discover how Sun Life is making life brighter for our customers, partners and communities.   Job Description: Sun Life embraces a hybrid work model that balances in-office collaboration with the flexibility of virtual work. Our team members and leaders are expected to foster connection and teamwork by being present in the office at least 2 days per week. The opportunity:   The...

The primary role of the Surety Account Manager is to handle the day-to-day client service requirements on an assigned book of business, with the service requirements consisting primarily of preparing, issuing, and invoicing surety bonds. The book of business will have a Producer or Account Executive who has overall responsibility for service, placement, and business development.    The Account Manager’s focus includes a significant amount of time spent on system activity and communication with the client via email or phone. They have great accountability to adhere to corporate initiatives, process and procedures, including system of record data integrity.   Your Impact: Respond promptly to client requests for bonds, quotes, and information; clarify requirements and timelines and gather needed documentation. Serve as a primary client contact, routing inquiries to appropriate internal resources when needed. Keep Account Executive (AE) informed of client needs,...

Sun Life U.S. is one of the largest providers of employee and government benefits, helping approximately 50 million Americans access the care and coverage they need. Through employers, industry partners and government programs, Sun Life U.S. offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop-loss insurance, and healthcare navigation. We have more than 6,400 employees and associates in our partner dental practices and operate nationwide. Visit our website to discover how Sun Life is making life brighter for our customers, partners and communities.   Job Description: Sun Life embraces a hybrid work model that balances in-office collaboration with the flexibility of virtual work. Internal candidates are not required to relocate near an office. The opportunity: The Senior Manager, Stop Loss and Health Claims leads our dynamic claims unit. In this critical role,...

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 a Experienced Property & Casualty Producer to join our growing team in Kansas City, MO .  Reporting to a Profit Center Leader or executive, the Experienced Property & Casualty Producer is responsible for driving new business growth by identifying prospects, presenting tailored insurance solutions, and closing new property and casualty opportunities. This role partners with leadership to achieve sales goals, collaborates with the service team to ensure excellent client delivery, and actively prospects through calls, outreach, and in‑person visits. The Producer maintains expertise in target markets through ongoing networking and professional development while supporting additional projects as needed.  How You Will Contribute:   Responsible for the development and successful acquisition of new...

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 EB Producer to join our growing team in Kansas City, MO .  Reporting to a Profit Center Leader or executive, the EB Producer is responsible for driving new business growth by identifying prospects, presenting tailored insurance solutions, and closing new property and casualty opportunities. This role partners with leadership to achieve sales goals, collaborates with the service team to ensure excellent client delivery, and actively prospects through calls, outreach, and in‑person visits. The Producer maintains expertise in target markets through ongoing networking and professional development while supporting additional projects as needed.  How You Will Contribute:   Responsible for the development and successful acquisition of new business revenue from new and existing clients. Participation in...

Step into a dynamic, client-focused role at HomeServices Insurance (HSI) —a trusted name under the HomeServices of America family—where your expertise in personal and commercial insurance becomes a powerful asset in protecting what matters most. As a key player on our high-performing team, you’ll assess client risk, deliver customized coverage solutions, and drive results through proactive sales, relationship-building, and strategic insurance placement. HSI offers a highly competitive incentive plan directly tied to new business production—with unlimited earning potential—empowering you to take control of your success while growing your career within one of the nation’s most respected real estate networks. Job Duties and Responsibilities (Essential Job Functions) Market and sell personal lines insurance policies. Proactively contact all leads to recommend appropriate insurance, quote and place coverage. Identify and assess client risk exposures. (65‑75%) Foster...