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advisor consultant California

49 advisor consultant jobs found

HUB International
05/03/2026  
Pharmacy Consultant
As part of our National Pharmacy Practice, the Region Pharmacy Consultant will serve as a strategic partner to our Market Leaders and their Producer and Client Management teams. This role acts as the pharmacy benefits subject matter expert; providing deep knowledge of the pharmacy space and a level of clinical independence to drive new client growth and increased retention. This individual will be responsible for consultative support, focusing on designated strategic size clients depending on the specific market. This role may work remotely but may require up to 50% travel. Major Responsibilities   Serves as a trusted advisor providing Pharmacy thought leadership for Employee Benefits at a regional level Drives sales and revenue growth by expanding current client relationships and new client opportunities in the mid and large employer market space through RFP participation, onsite or video presentation and one on one consultation Communicates strategic and tactical...
HUB International Newport Beach, CA Full Time
Relation
02/13/2026  
Claims Consultant, High Net Worth - Personal Lines
WHO WE ARE Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success.   WHAT WE’RE LOOKING FOR The Personal Lines High Net Worth Claims Consultant serves as a trusted advisor to high‑net‑worth and ultra‑high‑net‑worth clients by providing white‑glove claims advocacy and end‑to‑end claims management. The individual in this role partners closely with clients, carriers, adjusters, and internal service teams to ensure timely resolution, exceptional service, and optimal claim outcomes across complex personal lines exposures. A GLIMPSE INTO YOUR DAY Serves as the primary...
Relation Irvine, CA Full Time
Travelers
05/06/2026  
Workers' Compensation Associate Senior Counsel
Who Are We? Taking care of our customers, our communities and each other. That’s the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. Job Category Claim, Legal Compensation Overview The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program,...
Travelers Los Angeles, CA Full Time
The Baldwin Group
05/05/2026  
Associate Client Manager, Retirement -The Baldwin Group Wealth Advisors
The Baldwin Group Wealth Advisors, LLC is an independent RIA firm offering financial planning and investment advice for individuals, and fiduciary retirement plan services to corporations. We pride ourselves in being a high touch organization that is highly competent, proactive, and responsive. Due to our continued growth, the Retirement Plan Consulting division currently has an opening for a n Associate Client Manager. This role would be assisting with departmental objectives while maintaining relationships with key retirement plan sponsors (governmental and 401k) with a focus on client satisfaction and retention. PRIMARY RESPONSIBILTIES: Generate and coordinate client and prospective deliverables, with an emphasis on accuracy and meeting stringent deadlines Update and generate weekly reports utilizing the CRM and MS Office Maintain/update CRM and Department tracking sheets on a real time basis Data gathering for surveys Offer additional support in facilitating...
The Baldwin Group Irvine, CA Full Time
Nationwide
05/04/2026  
Director, Business Delivery - Pet Insurance (REMOTE)
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. Director, Business Delivery – Role Addendum (Pet Operational Excellence) This position can be fully remote for the right candidate. In addition to the core Director, Business Delivery job description, the following role-specific expectations apply for Pet Operational Excellence. Scope & Team Lead a team of 6–10 associates (mix of delivery leaders/analysts) with clear accountability for performance, development, and engagement. Operate as a hands-on delivery leader – able to move...
Nationwide CA Full Time
Allstate
05/03/2026  
Managing Counsel, Claims (Remote)
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 Join a high-impact legal team where your expertise helps shape outcomes and safeguard the business. This in-house counsel position sits within the Claims Matter Counseling (CMC) team—part of the Business Law & Compliance Property Liability practice group. Our mission is clear: protect the Company while enabling smart, strategic business decisions. We do this by delivering trusted legal guidance across the full spectrum of insurance operations, with a special focus on supporting our Property Liability business units—including the...
Allstate CA Full Time
Travelers
05/01/2026  
Workers' Compensation Associate Senior Counsel
Who Are We? Taking care of our customers, our communities and each other. That’s the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. Job Category Claim, Legal Compensation Overview The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program,...
Travelers Glendale, CA Full Time
The Baldwin Group
04/21/2026  
Client Manager, Retirement Plans - The Baldwin Group Financial Services
The Baldwin Group Wealth Advisors, LLC is an independent RIA firm offering financial planning and investment advice for individuals, and fiduciary retirement plan services to corporations. We pride ourselves in being a high touch organization that is highly competent, proactive, and responsive. Due to our continued growth, the Retirement Plan Consulting division currently has an opening for a Client Manager. This role would be assisting with departmental objectives while maintaining relationships with key retirement plan sponsors (governmental and 401k) with a focus on client satisfaction and retention. PRIMARY RESPONSIBILITIES: Provide advice and support to plan fiduciaries via committee meetings in the areas of investment selection, plan provisions, and strategic recommendations to improve the plan. Respond promptly to client inquiries and troubleshoot in conjunction with the Provider, TPA, DCIO, or other subject matter experts     Conduct participant education...
The Baldwin Group Irvine, CA Full Time
Pacific Life
04/19/2026  
Enterprise Architect, Divisional Lead
Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own. We’re actively seeking a talented Enterprise Architect to join our Enterprise Architecture team in Newport Beach, CA or Charlotte, NC. Expectations for the role include spearheading technology direction, technology adoption, and technology experimentation. As the Enterprise Architect overseeing architecture in our Workforce Benefits Division (WBD) you’ll move...
Pacific Life Newport Beach, CA Full Time
Pacific Life
04/19/2026  
Enterprise Architect
Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own. We’re actively seeking a talented Enterprise Architect to join our Enterprise Architecture team in Newport Beach, CA. This role is on-site. You’ll work at our state-of-the-art Newport Beach headquarters. As an Enterprise Architect you’ll move Pacific Life, and your career, forward by analyzing the role of product distribution in the insurance value chain,...
Pacific Life Newport Beach, CA Full Time
Travelers
04/17/2026  
Senior Litigation Attorney
Who Are We? Taking care of our customers, our communities and each other. That’s the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. Job Category Claim, Legal Compensation Overview The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program,...
Travelers San Diego, CA Full Time
Nearmap
04/16/2026  
Value Consulting Manager
About the Role Location:  Fully remote within the continental United States. Nearmap is looking for a Value Consulting Manager to help our customers unlock the full business impact of our remote property intelligence platform. In this role, you will work at the intersection of strategy, analytics, and customer engagement: partnering with sales, customer success, and senior customer stakeholders to identify high-impact use cases and translate them into measurable business outcomes. You will lead value discovery sessions, develop compelling ROI and financial impact models, and deliver executive-level business cases that clearly demonstrate how Nearmap drives efficiency, reduces risk, and improves decision-making for our customers.  This is a customer-facing role where you will shape how organizations understand and realize value from Nearmap’s technology. Beyond supporting pre-sales engagements, you will also lead post-sales value realization efforts, helping customers quantify...
Nearmap Remote (Carlsbad, CA) Full Time
The Baldwin Group
04/15/2026  
Benefits Technology Specialist - Insurance Advisory Solutions, West Region
The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. The Benefits Technology Specialist works alongside the technology team and the Employee Benefits business segment by configuring and maintaining the benefits eligibility management system offered to clients. The Benefits Technology Specialist is responsible for ensuring...
The Baldwin Group Irvine, CA Full Time
HUB International
04/14/2026  
Senior/AVP Property Risk Consult
ABOUT US At HUB International, we are a team of entrepreneurs. We believe in empowering our clients, and we do so by protecting businesses and individuals in our local communities. We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. Our structure enables our teams to maintain their own unique, regional culture while leveraging support and resources from our corporate centers of excellence. HUB is one of the largest global insurance and employee benefits broker, providing a boundaryless array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 20,000 employees in more than 600 offices throughout North America, HUB has grown substantially, in part due to our industry...
HUB International Culver City, CA Full Time
Guardian
04/11/2026  
Group Benefits Sales Executive, Advisory Market - Northern California
Do you want to be a part of a high performing Group Benefits Sales team? Do you have a passion for building strong and lasting relationships with customers? Do you take pride in your consultative selling skills? Are you a team player who excels at collaborating across internal teams? Guardian is seeking a Group Benefits  Sales Executive who will be responsible for building and maintaining relationships with our largest brokers and consulting houses to drive ongoing sales and retention of groups primarily in the large market segment. Success will be determined based on the ability to attain high levels of production through tenacious broker development and internal relationships. A Guardian Sales Executive should be the resource of choice for brokers and their clients This role will report to the Market Leader within the assigned territory. You will: Market, position, and sell Guardian’s Group Benefits products and technology solutions to large market brokers...
Guardian CA Full Time
Acrisure
04/11/2026  
Client Advisor - Construction
Job Description 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 backing of a $4.8B global fintech leader. We’re seeking a high-performing...
Acrisure San Diego, CA
HUB International
04/11/2026  
Account Executive Floater, Personal Lines
ABOUT HUB: In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of -a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. THE OPPORTUNITY: This Personal Lines Account Executive will serve as a "floater". The Floater will be a flexible resource across the Pacific Region, supporting multiple service teams and books of business as needed. In this role, you will manage an assigned portfolio of personal lines clients with a strong emphasis on carrier relationships and marketing expertise — navigating placements across...
HUB International Los Angeles, CA Full Time
EPIC Insurance Brokers & Consultants
04/08/2026  
Client Manager, Large Group
Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.  Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing...
EPIC Insurance Brokers & Consultants Concord, CA
HUB International
04/08/2026  
Consultant, Employee Benefits
ABOUT HUB: In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of -a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. THE OPPORTUNITY: The Senior & Individual Services Consultant supports clients in effectively managing their medical and life insurance plans. DUTIES & RESPONSIBILITIES: Establishes and maintains strong business relationships with clients and insurance carriers. Performs financial analysis. Writes Medical Plans (Quote, Present, Place Coverage): Medicare Supplement, Medicare...
HUB International Santa Maria, CA Full Time
HUB International
04/07/2026  
Account Executive, Personal Lines
ABOUT HUB: In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of -a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. THE OPPORTUNITY: The Personal Lines Account Executive manages an assigned book of business, develops client relationships and delivers to grow and retain clients. Possibly working alongside the Producer, the Account Executive is responsible for overseeing management of assigned accounts including redundant interface with appropriate decision makers, proactive consultation, insurance program design,...
HUB International Los Angeles, CA Full Time

 

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