34 client advisor jobs found

Description Summary: Responsible for generating and expanding client relationships by providing expert payment solutions and recommendations in the business/middle market space from $3-$50 million.  You will also partner with business bankers to identify new sales opportunities for merchant services while also coaching partners, calling on prospects/clients, managing leads, making presentations, closing sales, managing appointments and schedules, attending leadership meetings and keeping your partners engaged in your referrals and calling efforts. Duties and Responsibilities: Actively prospect and build relationships with new clients, converting leads into valuable partnerships.  Sell a range of solutions (Visa, Mastercard, Amex, Discover, check processing, gift cards, automated clearing house (ACH) and navigate complex hardware and software needs. Build pipeline, convert leads, navigate complex hardware...

Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more.   Acrisure employs over 17,000 entrepreneurial colleagues in 21 countries and   have   grown from $38 million to   $4.3 billion   in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client   centricity   and an indomitable will to win.      Job Summary   We are seeking a Senior Personal Lines Insurance Placement Specialist to lead the underwriting, placement, and production of complex personal   lines   risks across a diverse, nationwide client base. This role serves as a subject matter expert in designing sophisticated...

When you join the team at Unum, you become part of an organization committed to helping you thrive. Here, we work to provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout life’s moments. And this starts with ensuring that every one of our team members enjoys opportunities to succeed both professionally and personally. To enable this, we provide:  Award-winning culture  Inclusion and diversity as a priority  Performance Based Incentive Plans Competitive benefits package that includes: Health, Vision, Dental, Short & Long-Term Disability  Generous PTO (including paid time to volunteer!)  Up to 9.5% 401(k) employer contribution  Mental health support  Career advancement opportunities  Student loan repayment options  Tuition reimbursement Flexible work environments  *All the benefits listed above are subject to the terms of their individual Plans. And that’s just...

ABOUT HUB INTERNATIONAL: HUB International Limited (“HUB”) is one of the largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 21,000 employees in 600+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions. WHAT WE OFFER YOU: At HUB we believe in investing in the future of our employees.  Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization.  We offer: Competitive salaries and benefits offerings Medical/dental/vision insurance and voluntary insurance options Health Savings Account funding 401k matching program Company paid Life and Short-Term Disability Plans Supplemental Life and Long-Term Disability...

What We Offer: No cold calling involved Uncapped commission potential Lucrative bonus opportunities including performance-based bonuses and sales competitions Continuous on-going training and mentorship Growth-oriented culture with internal promotion opportunities Comprehensive Benefits package including medical, dental, vision, and life insurance Comprehensive 401K plan with competitive employer match Paid time off including holidays, vacation, and personal time Annual incentive trip for top performers Fitness perks: Corporate discounts and/or reimbursements to gyms are available, makes staying active more accessible. Employee Assistance Program: Confidential assistance to you or anyone in your household who is experiencing personal or professional problems — at no cost. Extra Perks: Access to disability, hospital indemnity, universal life, critical illness, and accident insurance plans.  Pay Range:   For a Insurance Sales Representative is...

We are GROWING and we are searching for you! The Pay Range for an Insurance Sales Representative is $14 + hourly Our Compensation package includes a competitive base salary + monthly uncapped commissions + renewal commissions + monthly bonus incentives What We Offer: · No cold calling involved · Uncapped commission potential · Lucrative bonus opportunities including performance-based bonuses and sales competitions · Continuous on-going training and mentorship · Growth-oriented culture with internal promotion opportunities · Comprehensive Benefits package including medical, dental, vision, and life insurance · Comprehensive 401K plan with competitive employer match · Paid time off including holidays, vacation, and personal time · Annual incentive trip for top performers · Fitness perks: Corporate discounts and/or reimbursements to gyms are available, makes staying active more accessible. · Employee Assistance Program: Confidential assistance to you...

We are GROWING and we are searching for you!   Pay Range : $14+ per hour for a Bilingual   Insurance Sales Representative.    Our Compensation package includes a competitive base salary + monthly uncapped commissions + renewal commissions + monthly bonus incentives What We Offer: No cold calling involved Uncapped commission potential Lucrative bonus opportunities including performance-based bonuses and sales competitions Continuous on-going training and mentorship Growth-oriented culture with internal promotion opportunities Comprehensive Benefits package including medical, dental, vision, and life insurance Comprehensive 401K plan with competitive employer match Paid time off including holidays, vacation, and personal time Annual incentive trip for top performers Fitness perks: Corporate discounts and/or reimbursements to gyms are available, makes staying active more accessible. Employee Assistance Program: Confidential assistance to you or...

We are GROWING and we are searching for you! The Pay Range for an Insurance Sales Representative is $13-$14 per hour Our Compensation package includes a competitive base salary + monthly uncapped commissions + renewal commissions + monthly bonus incentives What We Offer: · No cold calling involved · Uncapped commission potential · Lucrative bonus opportunities including performance-based bonuses and sales competitions · Continuous on-going training and mentorship · Growth-oriented culture with internal promotion opportunities · Comprehensive Benefits package including medical, dental, vision, and life insurance · Comprehensive 401K plan with competitive employer match · Paid time off including holidays, vacation, and personal time · Annual incentive trip for top performers · Fitness perks: Corporate discounts and/or reimbursements to gyms are available, makes staying active more accessible. · Employee Assistance Program: Confidential assistance to...

What We Offer: No cold calling involved Uncapped commission potential Lucrative bonus opportunities including performance-based bonuses and sales competitions Continuous on-going training and mentorship Growth-oriented culture with internal promotion opportunities Comprehensive Benefits package including medical, dental, vision, and life insurance Comprehensive 401K plan with competitive employer match Paid time off including holidays, vacation, and personal time Annual incentive trip for top performers Fitness perks: Corporate discounts and/or reimbursements to gyms are available, makes staying active more accessible. Employee Assistance Program: Confidential assistance to you or anyone in your household who is experiencing personal or professional problems — at no cost. Extra Perks: Access to disability, hospital indemnity, universal life, critical illness, and accident insurance plans.  Pay Range:   For a Insurance Sales Representative is...

We are GROWING and we are searching for you! Sign-On Bonus Opportunity of up to $500* Pay Range : $14+ per hour for a Bilingual   Insurance Sales Representative.  Our Compensation package includes a competitive base salary + monthly uncapped commissions + renewal commissions + monthly bonus incentives What We Offer: No cold calling involved Uncapped commission potential Lucrative bonus opportunities including performance-based bonuses and sales competitions Continuous on-going training and mentorship Growth-oriented culture with internal promotion opportunities Comprehensive Benefits package including medical, dental, vision, and life insurance Comprehensive 401K plan with competitive employer match Paid time off including holidays, vacation, and personal time Annual incentive trip for top performers Fitness perks: Corporate discounts and/or reimbursements to gyms are available, makes staying active more accessible. Employee...

We are GROWING and we are searching for you! The Pay Range for an Insurance Sales Representative is $13-$14 per hour Our Compensation package includes a competitive base salary + monthly uncapped commissions + renewal commissions + monthly bonus incentives What We Offer: · No cold calling involved · Uncapped commission potential · Lucrative bonus opportunities including performance-based bonuses and sales competitions · Continuous on-going training and mentorship · Growth-oriented culture with internal promotion opportunities · Comprehensive Benefits package including medical, dental, vision, and life insurance · Comprehensive 401K plan with competitive employer match · Paid time off including holidays, vacation, and personal time · Annual incentive trip for top performers · Fitness perks: Corporate discounts and/or reimbursements to gyms are available, makes staying active more accessible. · Employee Assistance Program: Confidential assistance to...

We are GROWING and we are searching for you! The Pay Range for an Insurance Sales Representative is $13-$14 per hour Our Compensation package includes a competitive base salary + monthly uncapped commissions + renewal commissions + monthly bonus incentives What We Offer: · No cold calling involved · Uncapped commission potential · Lucrative bonus opportunities including performance-based bonuses and sales competitions · Continuous on-going training and mentorship · Growth-oriented culture with internal promotion opportunities · Comprehensive Benefits package including medical, dental, vision, and life insurance · Comprehensive 401K plan with competitive employer match · Paid time off including holidays, vacation, and personal time · Annual incentive trip for top performers · Fitness perks: Corporate discounts and/or reimbursements to gyms are available, makes staying active more accessible. · Employee Assistance Program: Confidential assistance to...

We are GROWING and we are searching for you! Sign-On Bonus Opportunity of up to $500* Pay Range : $14+ per hour for a Bilingual   Insurance Sales Representative.  Our Compensation package includes a competitive base salary + monthly uncapped commissions + renewal commissions + monthly bonus incentives What We Offer: No cold calling involved Uncapped commission potential Lucrative bonus opportunities including performance-based bonuses and sales competitions Continuous on-going training and mentorship Growth-oriented culture with internal promotion opportunities Comprehensive Benefits package including medical, dental, vision, and life insurance Comprehensive 401K plan with competitive employer match Paid time off including holidays, vacation, and personal time Annual incentive trip for top performers Fitness perks: Corporate discounts and/or reimbursements to gyms are available, makes staying active more accessible. Employee...

Description Summary: The Treasury Management Advisor II acquires and develops new profitable and quality treasury management relationships. Also, retains and deepens existing customer relationships.  Duties & Responsibilities: Sales Prospecting Product pricing and structuring Customer proposals Proactively builds internal relationships with regional partners and relationship managers to drive TM opportunities Cross sells other bank products, and stays current on competitor offerings to suggest product improvements Proactive management of Banker relationship, including routine 1:1’s, development and execution of relationship plans, pipeline reviews, pre-call plans, partner plans, and joint calling Responsible for maintaining and managing to weekly and monthly sales results and ensure the timely entering of weekly data and monitor for accuracy Assists in outbound calling initiatives offer new...

Description Summary: The Treasury Management Advisor II acquires and develops new profitable and quality treasury management relationships. Also, retains and deepens existing customer relationships.  Duties & Responsibilities: Sales Prospecting Product pricing and structuring Customer proposals Proactively builds internal relationships with regional partners and relationship managers to drive TM opportunities Cross sells other bank products, and stays current on competitor offerings to suggest product improvements Proactive management of Banker relationship, including routine 1:1’s, development and execution of relationship plans, pipeline reviews, pre-call plans, partner plans, and joint calling Responsible for maintaining and managing to weekly and monthly sales results and ensure the timely entering of weekly data and monitor for accuracy Assists in outbound calling initiatives offer new...

Description Summary: The Treasury Management Advisor II acquires and develops new profitable and quality treasury management relationships. Also, retains and deepens existing customer relationships.  Duties & Responsibilities: Sales Prospecting Product pricing and structuring Customer proposals Proactively builds internal relationships with regional partners and relationship managers to drive TM opportunities Cross sells other bank products, and stays current on competitor offerings to suggest product improvements Proactive management of Banker relationship, including routine 1:1’s, development and execution of relationship plans, pipeline reviews, pre-call plans, partner plans, and joint calling Responsible for maintaining and managing to weekly and monthly sales results and ensure the timely entering of weekly data and monitor for accuracy Assists in outbound calling initiatives offer new...

Job Posting End Date: May 04 When you join the team at Unum, you become part of an organization committed to helping you thrive. Here, we work to provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout life’s moments. And this starts with ensuring that every one of our team members enjoys opportunities to succeed both professionally and personally. To enable this, we provide:  Award-winning culture  Inclusion and diversity as a priority  Performance Based Incentive Plans Competitive benefits package that includes: Health, Vision, Dental, Short & Long-Term Disability  Generous PTO (including paid time to volunteer!)  Up to 9.5% 401(k) employer contribution  Mental health support  Career advancement opportunities  Student loan repayment options  Tuition reimbursement Flexible work environments  *All the benefits listed above are subject to the terms of their...

We are GROWING and we are searching for you! The Pay Range for an Insurance Sales Representative is $13-$14 per hour Our Compensation package includes a competitive base salary + monthly uncapped commissions + renewal commissions + monthly bonus incentives What We Offer: · No cold calling involved · Uncapped commission potential · Lucrative bonus opportunities including performance-based bonuses and sales competitions · Continuous on-going training and mentorship · Growth-oriented culture with internal promotion opportunities · Comprehensive Benefits package including medical, dental, vision, and life insurance · Comprehensive 401K plan with competitive employer match · Paid time off including holidays, vacation, and personal time · Annual incentive trip for top performers · Fitness perks: Corporate discounts and/or reimbursements to gyms are available, makes staying active more accessible. · Employee Assistance Program: Confidential assistance to...

We are GROWING and we are searching for you! Pay Range : $14+ per hour for a Bilingual   Insurance Sales Representative.  Our Compensation package includes a competitive base salary + monthly uncapped commissions + renewal commissions + monthly bonus incentives What We Offer: No cold calling involved Uncapped commission potential Lucrative bonus opportunities including performance-based bonuses and sales competitions Continuous on-going training and mentorship Growth-oriented culture with internal promotion opportunities Comprehensive Benefits package including medical, dental, vision, and life insurance Comprehensive 401K plan with competitive employer match Paid time off including holidays, vacation, and personal time Annual incentive trip for top performers Fitness perks: Corporate discounts and/or reimbursements to gyms are available, makes staying active more accessible. Employee Assistance Program: Confidential assistance to you or...

Job Posting End Date: April 30 When you join the team at Unum, you become part of an organization committed to helping you thrive. Here, we work to provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout life’s moments. And this starts with ensuring that every one of our team members enjoys opportunities to succeed both professionally and personally. To enable this, we provide:  Award-winning culture  Inclusion and diversity as a priority  Performance Based Incentive Plans Competitive benefits package that includes: Health, Vision, Dental, Short & Long-Term Disability  Generous PTO (including paid time to volunteer!)  Up to 9.5% 401(k) employer contribution  Mental health support  Career advancement opportunities  Student loan repayment options  Tuition reimbursement Flexible work environments  *All the benefits listed above are subject to the terms of their...