2 ria sales consultant jobs found in Newport Beach

Guardian is seeking a Client Executive to strategically manage a portfolio of large, complex client relationships within our Group Benefits business. This role is accountable for delivering an exceptional client experience while driving retention, profitable growth, and strong business outcomes. As the primary point of contact for clients and broker/consultant partners, the Client Executive brings a consultative, strategic approach to managing relationships, shaping client solutions, and executing strategies that deliver long-term value for both the client and the business. You Will: Own and manage a portfolio of sophisticated client accounts, delivering strong outcomes across retention, growth, and profitability Build trusted relationships with clients and broker/consultant partners, positioning Guardian as a valued, long-term partner Lead the renewal process end-to-end, including strategy development, data analysis, pricing alignment, and execution of rate actions...

Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own. We believe in giving you ongoing opportunities to advance your career. Whether you want to take on broader responsibilities or grow in new directions, you are in the right place. Here at Pacific Life, we want to help you embrace your potential so you can achieve your personal best doing purposeful work - every day. As a Sr. Internal Sales Associate for...