13 advisor jobs found

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 Private Bank Wealth Advisor III is the primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, and managing a high-net-worth client’s Wealth Plan. Duties and Responsibilities: Builds relationships with existing and new clients and coordinates the involvement of other specialists to fulfill the client’s Wealth Plan with a strong focus on capturing assets under management, loans, and deposits. Self-acquires new business by being active and well connected in the community and with external centers of influence. Responsible for providing legendary client service to retain client relationships. Builds strong relationships across all Huntington business segments to deepen client relationships. Works with relationships of moderate to high complexity. Knowledgeable on key compliance and regulatory requirements. Performs other duties...

CAC Group, part of The Baldwin Group, is a leading insurance broker and advisor that provides expertise and placement capabilities across the spectrum of insurance and capital markets. Our team defines our success. We recruit and retain the industry’s best talent with deep knowledge and experience in their respective segments, products, and industries. We root for each other, as we are all connected and aligned to serving clients in a better and smarter way. Find out more about career opportunities to work with the best team in the industry. Responsible for marketing new and renewed business within a specific P&C service team. Assist with pre-renewal and renewal meetings to present results to established client contacts  Oversee a team of employees handling a specific book of business  Prepare and participate in prospect and client presentation meetings  Ability to present renewal meetings and/or stewardship reviews to established clients  Prepare, review, and...

CAC Group, part of The Baldwin Group, is a leading insurance broker and advisor that provides expertise and placement capabilities across the spectrum of insurance and capital markets. Our team defines our success. We recruit and retain the industry’s best talent with deep knowledge and experience in their respective segments, products, and industries. We root for each other, as we are all connected and aligned to serving clients in a better and smarter way. Find out more about career opportunities to work with the best team in the industry. Job Summary: Manage the day-to-day functions of an assigned book of business while providing exceptional Duties & Responsibilities:  Participate in day-to-day operations of a service team and the assigned book of business.  Handle insurance requirements on contract reviews  Interact with carriers, underwriters, and clients to provide data and information for decision making.  Maintain client records within Epic, CSR24, and other...

CAC Group, part of The Baldwin Group, is a leading insurance broker and advisor that provides expertise and placement capabilities across the spectrum of insurance and capital markets. Our team defines our success. We recruit and retain the industry’s best talent with deep knowledge and experience in their respective segments, products, and industries. We root for each other, as we are all connected and aligned to serving clients in a better and smarter way. Find out more about career opportunities to work with the best team in the industry. Job Summary: Manage the day-to-day functions of an assigned book of business while providing exceptional Duties & Responsibilities:  Participate in day-to-day operations of a service team and the assigned book of business.  Handle insurance requirements on contract reviews  Interact with carriers, underwriters, and clients to provide data and information for decision making.  Maintain client records within Epic, CSR24, and other...

We are GROWING and we are searching for you! The Pay Range for an Insurance Sales Representative is $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 you...

We are GROWING and we are searching for you! The Pay Range for an Insurance Sales Representative is $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 you...

We are GROWING and we are searching for you! The Pay Range for an Insurance Sales Representative is $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 you...

We are GROWING and we are searching for you! The Pay Range for an Insurance Sales Representative is $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 you...

The Cross Family of Agencies welcomes you. We need your talent and expertise. Commercial Lines Account Manager  Account Managers are primarily responsible for servicing policies (new and renewal) for commercial customers of Cross Insurance, while creating and maintaining strong relationships with customers, underwriters and other professionals.   ________________________________________ Duties of an Account Manager include, but are not limited to:  •    Understand the daily business operations and basic exposures of our customers. •    Respond to customer inquiries including coverage questions, requests for documentation with direction of the Account Executive •    Follow-up with underwriters for the timely receipt of quotes.   •    Respond to requests from underwriters. •    Produce binders for New Accounts  •    Answer questions posed by CSRs •    Facilitate audit disputes. •    Pursue prompt payment of agency bill invoices and request cancellation of policy when...

The Cross Family of Agencies welcomes you. We need your talent and expertise. Personal Lines Account Manager  From starting at the kitchen table of Woodrow Cross, to becoming one of the largest insurance providers in New England, Cross Insurance has grown rapidly over the past 65 years. We’ve still held on to our core values of integrity, hard work, and dedication, and are still privately held. We’re looking for the best talent to build our team, and offer highly competitive salaries and a comprehensive benefits package that includes:  •    401(k) •    Group Life/Supplemental Life •    Group Dental •    Group Vision •    Group Medical •    Short-term/Long-term Disability •    Medical & Dependent Care Reimbursement •    Education Reimbursement Opportunities  •    Professional Work Environment  •    Paid Holidays  •    Continuing Education Account Managers are primarily responsible for servicing policies (new and renewal) for individual customers of Cross Insurance,...

Description Job Description: As a Treasury Management Specialist Sr. at Huntington Bank, you’ll play a vital role in fostering client relationships, delivering innovative treasury solutions, and supporting portfolio growth. You’ll provide comprehensive sales support and sales analysis for the Treasury Management Advisors. Key Responsibilities: Research client financial structures and cash flow needs to recommend tailored treasury solutions Work with Treasury Management Advisors to develop pricing strategies, perform financial modeling, and evaluate profitability Stay ahead of industry trends and competitor offerings to position our solutions effectively Prepare compelling pitch materials, account strategies, and client review documents to support business development efforts Partner with cross-functional teams to ensure seamless implementation and accurate billing for treasury services...

About Auris   Auris is   the payroll and HR partner built for small and medium-sized   business   who   can’t   afford to get it wrong. Trusted by over 50,000   business   nationwide, Auris pairs easy-to-use technology with real human services to give leaders the confidence that every detail is done right - so they can focus on growing their team and their business.   Acquired   by Acrisure in 2025, Auris formerly Heartland Payroll is accelerating its vision to deliver seamless human-centered technology to help small businesses thrive.     Job Summary   Leader responsible for market penetration through targeted Payroll campaigns that deliver incremental revenue from new and/or existing clients. As a Payroll Division Manager (PDM), you will report to a regional Vice President (VP). PDM’s must manage and achieve their   Division’s   productive sales goal   on a monthly basis   while managing and leading a team of Payroll...