3 sales advisor jobs found in San Francisco, CA

Position Title Personal Lines P&C & Life Insurance Specialist Location San Francisco, CA 94104 Job Summary Personal Lines (Property & Casualty) and Life Insurance Specialist for the Insurance Agency within Flagstar Bank serving the clients of the Private Bank and Commercial Bank. Seeking a high performing personal lines/life insurance professional with demonstrated track record who thrives on building relationships and solving complex client challenges. Responsible for developing new business and delivering sophisticated insurance solutions to (U)HNW individuals, families, and C suite clients. This role specializes in personal lines property and casualty insurance while also identifying and advising clients om life insurance needs as part of a comprehensive wealth protection strategy. Working closely with Private Bankers, Wealth Advisors and Commercial Bankers, this candidate serves as a trusted advisor helping clients protect all the things that matter most...

What We Do Insurance is a $10T industry still running on PDFs, email threads, and manual reconciliation. Ascend is changing that. We built the first and only complete financial operations platform purpose-built for insurance — combining AI-powered accounting automation, payments, and premium financing in a single vertically integrated solution. In five years, we've become the market leader: over 4,000 businesses, including more than half of the 50 largest brokers in the country, trust Ascend to bring clarity to complex accounting operations — from collection to close. How We Do It Ascend automates the financial operations that insurers, MGAs, and agencies run every day — and embeds directly into the transactions where money actually moves. AI is driving the cost of software toward zero. The companies that win won't just sell tools — they'll capture value at the point of the transaction itself. Ascend is built for exactly that moment. Our customers don't just...

The next part of your journey is right around the corner — with The Standard. A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we’ve been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference? **To be considered for this role you will need to live in the Northern CA area.   Job Summary  As a Regional Client Manager on the Employee Benefits team, you will provide exceptional support and customer service to your assigned caseload (Employer Groups of 100 to 499 lives), through daily guidance and education of their benefit products. The products you will be working with...