1359 consultant jobs found

Position Title Branch Banking Client Consultant I   Location Escanaba, MI 49829   Job Summary Branch Banking Client Consultant I is responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals. This role will process financial transactions in an accurate, efficient, and friendly manner while maintaining operational standards, and assist the team in meeting branch goals.   Job Responsibilities: JOB RESPONSIBILITIES Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively seek and deliver the right client introductions to the right team member(s) to achieve growth targets and execute successful sales initiative Client Experience: Provide positive client experience by assisting with account...

Position Title Branch Banking Client Consultant II - FLOAT/TRAVEL - Delray Beach FL   Location Delray Beach, FL 33446-1395   Job Summary Branch Banking-Client Consultant II-Float travels between assigned branches in order to provide customers with high quality, prompt, and professional financial services. Provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients.   Job Responsibilities: Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans,...

Position Title Branch Banking Client Consultant II-Licensed   Location Lawrence, NY 11559   Job Summary Branch Banking Client Consultant II-Licensed provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients.   Job Responsibilities: JOB RESPONSIBILITIES Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively seek and deliver the right client introductions to the right team member(s) to...

Position Title Branch Banking Client Consultant II   Location Howard Beach, NY 11414   Job Summary Branch Banking Client Consultant II provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients.   Job Responsibilities: JOB   RESPONSIBILITIES     Sales Performance : Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively   seek   and deliver the right client introductions to the right team...

Position Title Branch Banking Client Consultant I   Location Roslyn, NY 11576   Job Summary Branch Banking Client Consultant I is responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals. This role will process financial transactions in an accurate, efficient, and friendly manner while maintaining operational standards, and assist the team in meeting branch goals.   Job Responsibilities: JOB RESPONSIBILITIES Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively seek and deliver the right client introductions to the right team member(s) to achieve growth targets and execute successful sales initiative Client Experience: Provide positive client experience by assisting with account...

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 Risk Management Consultant to join our team in Maitland or Daytona Beach, FL! The Risk Management Consultant role will perform analysis and provide guidance to mitigate Agency and client risk, by identifying and managing threats to their respective business objectives.  This individual will apply common principles, skills and activities that guide the risk management function. How You Will Contribute: Design and implement an overall risk management process for the client. Conduct site visits of client premises. Manage the process of identifying and assessing the risks affecting the client’s business. Oversee, and in some areas implement, the plan of risk control actions (e.g. purchase of insurance or other risk financing options, health and safety measures, liaison with...

You have a clear vision of where your career can go. And we have the leadership to help you get there. At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring the abilities of all employees are used to their fullest potential.  CNA seeks to offer a comprehensive and competitive benefits package to our employees that helps them — and their family members — achieve their physical, financial, emotional and social wellbeing goals. For a detailed look at CNA’s benefits, check out our Candidate Guide . JOB DESCRIPTION: For over three decades, CNA has been a trusted provider of insurance solutions for technology companies of all sizes—from emerging startups to global enterprises—across software, IT services, hardware, media, and telecommunications. Our Global Technology Practice delivers specialized coverages, including Technology Errors & Omissions (Tech E&O), Cyber Liability, and comprehensive...

Retail Sales Analyst - 87SX6E We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future.              Position Summary: The Business Development Consultant is responsible for driving sales of Hartford Funds’ products and solutions. This hybrid sales role requires building relationships and identifying new opportunities with financial advisors, strategic partners, and firms within a defined territory. Individuals in this role are required to reside in their geographic territory. Responsibilities: Proactive sales outreach to financial advisors and key contacts at firms in assigned territory via phone, email, virtual, and in-person meetings Cultivate strong relationships with our strategic partners, registered representatives, and firms...

Consultant Quality - QU08AE UW Quality Analyst GB - QU08IE We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future.           The Quality Management team provides governance and oversight validating adherence to pricing protocols, underwriting standards, documentation protocols and guidelines across all of Employment Benefits operating segments (National, Large Group, Priority and Specialty Accounts). The Quality Underwriting Consultant is expected to build relationships and collaborate with cross functional business customers, at various levels of the organization, to successfully drive Quality results and inform Risk Management. Responsibilities:    Execute quality reviews by reconstructing Employee Benefits...

At Allstate, great things happen when our people work together to protect families and their belongings from life’s uncertainties. And for more than 90 years, our innovative drive has kept us a step ahead of our customers’ evolving needs. From advocating for seat belts, air bags and graduated driving laws, to being an industry leader in pricing sophistication, telematics, and, more recently, device and identity protection.  Job Description The Good Hands Repair Network - Auto Damage Consultant independently manages complex repair issues, evaluates the quality and accuracy of claim handling and estimating work completed by the claim’s organization within GHRN. Under limited supervision, this role exercises increased judgment, autonomy, and responsibility while supporting customer experience, repair quality, and operational efficiency. This position remains primarily in the “Do” phase, with emerging behaviors aligned to the “Teach” phase. This role manages...

At Allstate, great things happen when our people work together to protect families and their belongings from life’s uncertainties. And for more than 90 years, our innovative drive has kept us a step ahead of our customers’ evolving needs. From advocating for seat belts, air bags and graduated driving laws, to being an industry leader in pricing sophistication, telematics, and, more recently, device and identity protection.  Job Description The Software Engineer Lead Consultant architects and designs their digital products using modern tools, technologies, frameworks, and systems. They apply a systematic application of scientific and technological knowledge, methods, and experience to the design, implementation, testing, and documentation of software. They own and manage running their application in production, and ultimately becomes accountable for the success of their digital products through achieving KPIs. Key Responsibilities • Participate in inceptions and...

National General is a part of The Allstate Corporation, which means we have the same innovative drive that keeps us a step ahead of our customers’ evolving needs. We offer home, auto and accident and health insurance, as well as other specialty niche insurance products, through a large network of independent insurance agents, as well as directly to consumers.  Job Description Responsible for creating or auditing a comprehensive estimate of damages for 1st and 3rd party material damage claims in either the auto or specialty lines leading to the proper disposition. Responsible for training, mentoring, controlling quality and providing technical assistance on material damage claims. MUST reside in Houston, TX or surrounding areas. Key Responsibilities • Possesses strong estimating fundamentals in order to create or audit estimates of damages on 1st and 3rd party material damage losses of all severities • Possesses a deep understanding of the content of all policy...

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...

Together we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future.  We know that reaching this future depends on our actions today. Like our Purpose Statement, Voya believes in being bold and committed to action.  We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully...

The Claims Consultant is considered an expert in managing insurance claims on an individual and portfolio level for our clients. The Claims Consultant must have technical knowledge and experience in insurance claims handling and risk mitigation techniques. The ability to develop relationships and effectively communicate with a diverse range of clients, carriers and colleagues is a key success factor in this role. Strategic vision coupled with tactical execution of risk mitigation plans that drive favorable client Cost of Risk results is also critical to the overall success of this position. PRIMARY RESPONSIBILITIES: Process submissions within the claims process lifecycle for agencies and insureds assigning to the appropriate claim’s firm. Respond to requests from agencies and insureds for help in understanding a specific claim. Handle requests from claims adjusters for assistance in gathering additional data or documentation around a specific claim. Work with adjusters,...

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity About the Team: This team focuses on developing and maintaining Target Operating Models (TOMs) and three-year roadmaps for assigned big rock efforts within the Member Protection portfolio, ensuring alignment with architecture standards and enterprise vision. To produce roadmaps and TOMs, they drive collaboration on design...

If you’re passionate about being part of a dynamic organization that enables a Fortune 100 company with nearly $70 billion in annual sales to drive innovation and adopt new technologies that deliver business results, then Nationwide’s Technology team could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. A s a Category Manager, you'll be responsible for managing complex, primarily indirect categories of spend, leading the category/supplier segmentation and strategy development efforts,  supporting the development of the procurement strategy by facilitating and influencing alignment between Technology, Business and Financial, and driving the category strategies through the Procurement team to ensure contracts execute in alignment to a strategy. This role will support the Property and Casualty Technology...

If you’re passionate about helping people protect what matters most to them at a Fortune 100 company with nearly $70 billion in annual sales, as well as innovating and simplifying processes and operations to provide the best customer value, then Nationwide’s Property and Casualty team could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. This will be a G band Product Analyst role open for AWD. This role will focus on leading business configuration validation. This position will be testing systems and creating processes, development, troubleshooting, automation, ect. Lead business configuration validation for AWD changes to ensure workflows, routing, business rules, and task setup align with approved requirements and operational needs. Perform data validation and troubleshooting to confirm...

If you’re passionate about being part of a dynamic organization that enables a Fortune 100 company with nearly $70 billion in annual sales to drive innovation and adopt new technologies that deliver business results, then Nationwide’s Technology team could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. This role does not qualify for employer-sponsored work authorization.  Nationwide does not participate in the Stem OPT Extension program. As the Product Architect for Marketing Technology, you will shape our most critical blue‑chip investments across AI, data, and modern platforms (CDP, DAM, CMS), translating an ambitious Marketing strategy into architectures we can deliver. You’ll sit at the intersection of Marketing, Technology, and AI, setting guardrails and patterns that balance innovation with brand...

Great opportunity to join our Retirement and Private Wealth Team! Are you a bright, outgoing, people-oriented person? If so, this is the career for you. As an Education Consultant and Wealth Advisor , you will engage retirement plan participants and their families in holistic financial well-being by providing recommendations that will help them drive positive financial outcomes while growing and maintaining your book of personal wealth clients. You will have continuous learning  and development opportunities to work towards your career goals . Your job responsibilities as the Education Consultant and Wealth Advisor: Manage a strong Client relationship and provide exceptional service Provide financial education and advice to help employees make informed decisions about retirement savings and other aspects of their financial wellbeing Educate the employee on their retirement picture, including social security, pension plans, state governmental plans, employer...