40 service advisor jobs found

Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial 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 role will support the City of Philadelphia Deferred Compensation Plan and will need to maintain office hours weekly (3-4 days per week) out of their downtown office on JFK Boulevard. This role will require the candidate to posses their CFP along with their FINRA licenses 6/63/65 or 7/66. This is a G2 band role. #LI-COLE Job Description Summary Our team is a versatile group of individuals, working together to meet our customer’s needs. We value plan knowledge, the ability...

Position Summary   The Annuity New Business Case Manager is responsible for supporting the accurate and timely processing of premium payments for annuity contracts, ensuring proper cash handling, reconciliation, and compliance with all regulatory and operational requirements. This role plays a critical part in safeguarding funds, minimizing financial risk, and maintaining the integrity of new business operations.   The Case Manager monitors cash application trends, suspense activities, and processing discrepancies to identify opportunities for improved controls, efficiency, and accuracy. Through analysis of payment workflows and exception handling, this role helps drive process enhancements that reduce errors, improve turnaround times, and enhance the overall customer and advisor experience.   Through a combination of cash oversight, process governance, and cross-functional collaboration, the Case Manager helps drive operational excellence, strengthen...

As a Senior Product Owner, Wealth Management, you will be responsible for defining, prioritizing, and driving product capabilities that support the Wealth Management business and enable a more intuitive, efficient, and valuable experience. This role serves as a critical connection point between business strategy, field/advisor needs, operational processes, technology delivery, data capabilities, and third-party platform partners. This role requires strong product ownership discipline, deep collaboration skills, and the ability to balance competing stakeholder needs while helping drive alignment, priorities, decisions, and execution. You will Translate product vision and business strategy into a prioritized backlog, clear requirements, user stories, acceptance criteria, and delivery priorities aligned to business, customer, and enterprise goals. Partner with Product Managers, Technology Leads, business stakeholders, operations, data, compliance, and third-party...

About Acrisure    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 19,000 entrepreneurial colleagues in 22 countries and has grown from $38 million to $4.8 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.     Your Next Chapter:      Do you thrive in an environment where technology, data, and relationships intersect ? At Acrisure, we’re redefining what it means to be a sales professional - giving you cutting-edge tools, entrepreneurial freedom, and the...

About Acrisure    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 19,000 entrepreneurial colleagues in 22 countries and has grown from $38 million to $4.8 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.     Your Next Chapter:      Do you thrive in an environment where technology, data, and relationships intersect ? At Acrisure, we’re redefining what it means to be a sales professional - giving you cutting-edge tools, entrepreneurial freedom, and the...

Sales Support Analyst - 87PR6E 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.              Overview The Sales Support Team Lead role is designed to enhance the efficiency, consistency, and scalability of the Advisor Support Team (AST) by providing on-team leadership that supports daily execution, training, and operational coordination. This individual will serve as a strategic partner to the ASC Manager, working collaboratively to drive execution, strengthen team performance, and ensure consistent delivery of key priorities. Position Summary As AST responsibilities continue to expand, this role provides centralized oversight of workflows, strengthens service consistency, and ensures ownership of team initiatives and development...

About Acrisure A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more.    In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible.  Job Summary As a Senior Sales Recruiter at Acrisure, you will be a key contributor to a high-performing, sales-focused Talent Acquisition team. You will be responsible for executing full-cycle recruitment for sales roles, ensuring speed, quality, and strong candidate experience...

About Acrisure A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more.    In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible.   Job Summary Acrisure is seeking a Commercial Lines Account Executive join our growing Real Estate team. Our Account Executives are pivotal in delivering exceptional service and innovative insurance solutions to our clients. In this role, you will be responsible for managing...

Job Responsibilities and Requirements Recognized authority who provides enterprise-level technical and delivery direction for a complex portfolio of customer-facing digital capabilities, including web and mobile experiences, portals, digital onboarding, APIs, integrations, and related technology services. The role applies exceptional software engineering and digital delivery expertise to shape long-term roadmaps, evaluate major technical and investment choices, solve novel cross-platform problems, and guide architects, technical leads, internal contributors, and external partners through influence rather than formal people-management authority. Working closely with Product, business leaders, brokers, external partners, architecture, security, quality engineering, and operations, the role translates business and product direction into sustainable engineering and delivery approaches. The role remains capable of reviewing, validating, and troubleshooting the portfolio’s most...

Our industry-leading life insurance consulting team is seeking a Director to drive account development, identify areas for revenue growth, and lead high-performing client delivery teams. In this role, you will work across a range of engagements including financial modeling, financial reporting, mergers and acquisitions, regulatory issues, litigation, pricing, and product development. The ideal candidate will posses proven expertise in various aspects of life or annuity product design and pricing, distribution, financial modeling, asset liability management (ALM), regulatory developments and financial risk. This position offers unparalleled exposure to all facets of life insurance operations and presents exceptional opportunities for upward mobility for motivated, results-oriented professionals. The Role Partner with senior sellers to identify new business opportunities and drive account proposals Lead components of large-scale projects or manage smaller...

Job Responsibilities and Requirements A recognized technical expert and senior individual contributor who designs and leads the most complex, high-risk technical work while remaining deeply hands-on. The incumbent personally analyzes and resolves the most difficult technical and production problems, applies advanced specialized knowledge to evaluate alternatives and make recommendations, and establishes standards, reference designs, and reusable patterns. The role provides technical direction across multiple systems, platforms, or teams; reviews high-impact designs; mentors other engineers; and influences roadmaps and technical priorities. The incumbent exercises substantial discretion and independent judgment on matters of significance, performs sustained computer-based technical work, and partners with management on planning, delivery, and technical risk. This role is not administrative or governance-only; it remains among the deepest technical experts in the discipline...

Is the opportunity to join a culture where “We Do the Right Thing,” and “We Courageously Shape Our Future Together” important to you? If so, Guardian is seeking a motivated individual to join our team as a Workforce Planning Consultant.   This role will report to the Head of Workforce Management, Group Benefits and serve as a strategic workforce planning consultant, trusted advisor, and subject-matter expert. You will own and evolve workforce planning methodologies, lead complex scenario planning, and translate workforce data into executive-ready recommendations that influence staffing decisions.   You will be a partner with business leaders, Finance, Human Resources, Operations, Technology, and other stakeholders to evaluate workforce risks, challenge assumptions, and develop practical workforce strategies aligned with financial, operational, customer, and colleague objectives. Working with significant autonomy, you will lead specialized initiatives, create customized...

About Acrisure A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more.  In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible. Job Summary As an Enterprise Account Executive at Acrisure, you play a crucial role in driving Total Client Growth, delivering exceptional client experience, and managing complex, enterprise-level insurance relationships with our Commercial Lines Real Estate team. This role...

Retail Sales Consultant - 87SX5E 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 Advisor Consultant is responsible for increasing market share and growing assets within an assigned territory. Advisor Consultants drive Hartford Funds’ sales through building deep and long-term relationships with financial advisors, strategic partners, and firms. Hartford Funds’ products include Mutual Funds, ETFs, SMAs and CITs (where available).  Individuals in these roles are expected to leverage existing relationships and build new relationships with financial advisors covering a specific geographical territory and are required to reside in the assigned territory. Responsibilities of the role: Increase sales and grow territory...

Retail Sales Consultant - 87SX5E 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.              Overview of the role: The Advisor Consultant is responsible for increasing market share and growing assets within an assigned territory. Advisor Consultants drive Hartford Funds’ sales through building deep and long-term relationships with financial advisors, strategic partners, and firms. Hartford Funds’ products include Mutual Funds, ETFs, SMAs and CITs (where available).  Individuals in these roles are expected to leverage existing relationships and build new relationships with financial advisors covering a specific geographical territory and are required to reside in the assigned territory.   Responsibilities of the role: Increase...

Senior Life Sciences Broker – North America The Senior Life Sciences Broker is responsible for developing, marketing, and placing complex insurance and risk management solutions for clients operating across the life sciences industry, including biotechnology, pharmaceutical, medical device, diagnostics, digital health, contract research organizations (CROs), and related sectors. This role serves as a trusted advisor to clients, providing deep industry knowledge and carrier relationships to deliver strategic insurance solutions that support innovation, growth, and risk mitigation. As a senior member of the Life Sciences Broking Placement Team, this individual will help shape multiline placement strategy for some of the organizations most complex clients.   Working closely with client advocates, producers, industry leaders, and carrier partners, the Senior Broker will leverage deep marketplace expertise, analytics-driven insights, and innovative program design strategies to...

As a Product Owner, Wealth Management you will be responsible for translating the product vision and strategy into actionable tasks, ensuring alignment with customer needs and organizational goals. The Product Owner role involves close collaboration with various stakeholders to clarify requirements, prioritize tasks, and maintain up-to-date product documentation. The Product Owner will track progress to ensure timely delivery, participate in Agile ceremonies, and continuously learn Agile product management practices under the guidance of a senior Product Owner. You will Develop and manage the product backlog, ensuring it aligns with the overall product vision and strategy Collaborate with cross-functional teams to gather and refine requirements, ensuring they are well-documented and prioritized Maintain clear and up-to-date product documentation, including user stories, acceptance criteria, and meeting notes Monitor the progress of product development, ensuring...

As a Healthcare Financial/Actuarial Senior Director, you will be a key member of the Financial, Actuarial and Analytics (FAA) Community of Expertise. You will lead financial and actuarial engagements for a portfolio of clients and play a strategic role on complex accounts, delivering insights that shape benefit program performance. In partnership with Client Service colleagues, you will communicate sophisticated financial concepts in a way that drives client action, improves plan outcomes, and strengthens WTW’s value proposition. This role offers the opportunity to work on innovative projects alongside industry leaders and to influence the future of employer-sponsored health programs.   The Role: Lead Client Engagements: Manage financial and actuarial deliverables for a portfolio of clients, or direct FAA resources for large, complex engagements. Financial Strategy and Modeling: Develop pricing strategies, employee contribution models, reserves, and forecasts across...

Position Summary The Commercial Risk Client Executive is responsible for the management and service of complex commercial accounts and operates at a strategic level to develop and retain consultative client relationships. The role evaluates exposures, educates clients on missing or newly available coverage options, leads marketplace submissions, and coordinates a multidisciplinary client team to deliver service standards and key deliverables that exceed client expectations. Primary Responsibilities Acquires and retains large, complex commercial clients through a deep understanding of risk, risk mitigation, and insurance architecture, communicating that knowledge in direct alignment with client operations. Develops trusted partnerships with key insurance company partners and broker representatives. Leads internal discussions on client renewals, including coverage comparisons, pricing comparisons, historical loss experience, and projected loss picks. Prepares complex...

In this challenging role as a Pension Outsourcing Benefits Manager, you will contribute as part of a team to the entire range of retirement administration activities, primarily focused on complex pension calculations and other related activities. If you’re looking for an exciting role, with one of the leaders in the defined benefit outsourcing business and the opportunity to grow and develop your career, apply now!  In this role you will serve as a technical leader and subject matter expert to the internal team and our clients, trouble shoot issues, create client deliverables, contribute to client management and participate in the creation of new intellectual capital. This role can be held remotely from any location in the United States. Note that visa employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity. The Role Enhance your knowledge of all aspects of retirement plan administration Enjoy a well-defined...