2 marketing jobs found in Santa Clarita, CA

Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Commercial Lines Account Manager to their  LBW team in Valencia, CA .  Job Summary: The Commercial Lines Account Manager serves as a strategic insurance advisor and primary relationship manager for an assigned book of commercial business. This position is responsible for independently evaluating client risk exposures, analyzing insurance coverage needs, developing insurance program recommendations, and implementing service strategies that align with client objectives.   Essential Functions: Serve as the primary insurance advisor and relationship manager for an assigned portfolio of commercial clients, delivering exceptional service and strategic consultative support. Analyze client operations, business objectives, risk exposures, and insurance needs to develop customized coverage recommendations and risk management strategies. Lead...

Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Financial Advisor to their  LBW team in Valencia, CA. This is a hybrid role.  This role is an excellent opportunity to earn additional compensation, referral bonuses, and enjoy a variety of valuable company perks! Essential Functions: Mange and nurture an existing book of business while continuously prospecting for new clients Analyze client financial information and create tailored financial plans aligned with their goals Present financial plans to clients, discuss recommendations, and agree on next steps Implement financial plans and monitor performance, making adjustments as needed Provide ongoing client service, communication, and support to ensure long-term satisfaction Prepare and deliver financial planning sessions, presentations, or seminars to drive new business opportunities Contribute to developing new...