56 financial consultant jobs found

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. About the role: The Financial Resources Consultant is knowledgeable and experienced with pricing Group Insurance and administrative services across Life, Absence/ Disability, Supplemental Health, Vision and/or Dental products. This position partners with internal teams to develop strategy and ensure that our clients receive the most competitive pricing and programs available in the market. This role adds to SNS’ value proposition by developing financial analysis and recommendations to maximize product offerings and cost savings via an evidence-based approach. Essential Duties and Functions: include the following. Other duties may be assigned. Analyzes various group products, including but not limited to, Life/ AD&D, Absence/ Disability, Supplemental Health, Vision and Dental. Serves as the primary financial expert and...

Position Title Branch Banking Client Consultant II - Float - Boca Raton to West Palm Beach FL   Location Wellington, FL 33414   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. This position covers a territory from Boca Raton to West Palm Beach FL.   Job Responsibilities: Sales Performance: Support team efforts to achieve growth...

Position Title Branch Banking Client Consultant I - Float/Travel - Lake Worth FL   Location Lake Worth, FL 33463-3008   Job Summary Branch Banking Client Consultant I-Float travels between assigned branches in order to provide customers with high quality, prompt, and professional financial services. 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: 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...

Position Summary:   The Senior Loss Control Consultant provides technically competent loss control services and conducts onsite activities to help acquire and maintain clients of Higginbotham. The position analyzes historical loss data to identify trends, evaluate effectiveness, and shape targeted loss control strategies. It involves conducting on-site safety assessments, guiding clients on regulatory compliance, and delivering tailored training and risk management solutions. The role also supports the production team by contributing to client presentations and helping implement carrier recommendations to improve safety outcomes. Supervisory Responsibilities:   None Essential Tasks: Analyze historical loss information to identify loss leaders, measure success and develop appropriate loss control service strategies. Provide expert consulting services to assist with regulatory compliance (OSHA, D.O.T., etc.) Review and provide professional guidance to implement and...

Position Title Branch Banking Client Consultant II - FLOAT - Sunrise FL   Location Sunrise, FL 33351-6007   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. This position will travel to Flagstar Bank branches located in the following cities:   Job Responsibilities: Sales Performance: Support team efforts to achieve growth targets in...

Position Title Branch Banking Client Consultant I - Mission Bay, Boca Raton FL   Location Boca Raton, FL 33498-6797   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: 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...

Position Title Client Consultant II Licensed - Licensed Banker   Location Boca Raton, FL 33498-6797   Job Summary A Branch Banking Client Consultant III - Licensed leverages extensive knowledge in banking, investments, and lending to help clients achieve their financial goals. Individuals in this position typically hold applicable investment and mortgage licensing, and have a proven success in consultative sale. The Client Consultant III plays a significant role in the branch sales execution while maintaining strong operational standards.   Job Responsibilities: JOB   RESPONSIBILITIES   Sales Performance:   support growth of branch by achieving growth targets in financial performance (deposits loans, and non - interest income .   Client Experience:   deliver client engagement and education --using   the tools and systems available.   Meet behavioral activity goals as defined by retail leadership including, but not limited to,...

Position Title Branch Banking Client Consultant I - Port St. Lucie FL   Location Port St. Lucie, FL 34986-1764   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: 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...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. About the role: The Senior Consultant will focus on leading client projects. They will not have direct sales responsibilities, but they will be expected to support sales activities when an opportunity is identified by our leadership and sales organizations, or a lead comes directly from the market. When managing a client engagement, the Senior Consultant will generally serve as the day-to-day project manager, but there could be instances where the Senior Consultant is overseeing the project with a project manager reporting to the Senior Consultant. Project leadership responsibilities will vary by project, but will typically include project management, document preparation, data analysis and assimilation, meeting facilitation, and client/service provider communication. Essential Duties and Functions include the following....

The Employee Benefits Analyst plays a critical role in delivering data‑driven insights and financial analysis to support employer clients with complex employee benefits programs. This position is responsible for analyzing renewal and proposal data, monitoring claims and utilization trends, and developing clear, actionable reporting that informs benefits strategy and decision‑making. Under the direction of the Senior Manager, Analytical Services, the Analyst serves as a primary analytical resource for a dedicated book of clients, supporting benefit programs across group medical, dental, vision, pharmacy, life, disability, and related offerings. The Analyst collaborates closely with Benefit Consultants, Account Management, carriers, and vendors to develop competitive RFPs, evaluate proposals, support negotiations, and deliver structured financial reporting. Success in this role requires strong analytical capability, attention to detail, the ability to manage multiple...

It’s a great time to join AAA The Auto Club Group!   JOIN THE TEAM COMMITTED TO DRIVING YOUR CAREER FORWARD Job Type: Full time   Exempt/Non Exempt:   Hourly Job Description:   A DAY IN THE LIFE of a Leisure Travel Consultant    The Auto Club Group is seeking a prospective Leisure Travel Consultant  who can deliver excellent  customer satisfaction through service and sales of ACG travel products to our Members and clients.  You will be challenged to drive new business with competitive products and help retain The Auto Club Groups 14+ million members.  Description Leisure Travel Consultants Service and sell domestic and international airline tickets, car rental, hotel and travel insurance to Leisure Travel Clients, Customers, Executive Management, Board Members, Field and Call Center Agents through an in-bound telephone environment. Determine member, customer, executive client needs based on individual consultation and...

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 Property & Casualty Sales Account Executive to join our growing team in Maitland, FL or Daytona Beach, FL! The Sales Account Executive serves as the liaison between the Producer and Client, ensuring exceptional customer service and client satisfaction. Their focus is on service, product and service upgrades, managing relationships both internally and externally, and client retention. The Commercial Insurance Consultant is responsible for identifying marketplace opportunities, assisting with prospecting, and developing proposals. Significant collaboration between Producers and other team members is required. How You Will Contribute:   Responsible for the combined functions of the development and successful acquisition of new business revenue from new and existing clients and providing a high...

Position Title Branch Banking Client Consultant II - Naples, FL   Location Naples, FL 34109-2772   Job Summary The 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: 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...

Job Description: Pacific Life is seeking a skilled sales professional to support the growth of Broker Distribution within the Workforce Benefits organization. You will play an integral part in Pacific Life’s efforts to establish and grow a $1B revenue, profitable business in the Workforce Benefits market. This role is considered to be 100% remote, as travel is required, and our ideal candidate for this role will have the territory of South Florida. As  Sales Representative, Broker Distribution you’ll play a key role in the startup and long-term success of this business by working with leaders in the Workforce Benefits division to meet established goals and objectives.  Your focus will be on building relationships, developing and executing broker specific strategies and driving growth toward sales goals within the Broker Distribution Channel.  You are responsible for bringing our business to the broker market and meeting annual metrics-based sales objectives. The role...

Job Description: Pacific Life is seeking a skilled sales professional to support the growth of Broker Distribution within the Workforce Benefits organization. You will play an integral part in Pacific Life’s efforts to establish and grow a $1B revenue, profitable business in the Workforce Benefits market. This role is considered to be 100% remote, as travel is required, and our ideal candidate for this role will be based in the North Florida marketplace.  As  Sales Consultant - Broker Distribution you’ll play a key role in the startup and long-term success of this business by working with leaders in the Workforce Benefits division to meet established goals and objectives.  Your focus will be on building relationships, developing and executing broker specific strategies and driving growth toward sales goals within the Broker Distribution Channel.  You are responsible for bringing our business to the broker market and meeting annual metrics-based sales objectives. The...

Job Description: Pacific Life is seeking a skilled sales professional to support the growth of Broker Distribution within the Workforce Benefits organization. You will play an integral part in Pacific Life’s efforts to establish and grow a $1B revenue, profitable business in the Workforce Benefits market. This role is considered to be 100% remote, as travel is required, and our ideal candidate for this role will have the territory of Central Florida. As  Sales Consultant - Broker Distribution you’ll play a key role in the startup and long-term success of this business by working with leaders in the Workforce Benefits division to meet established goals and objectives.  Your focus will be on building relationships, developing and executing broker specific strategies and driving growth toward sales goals within the Broker Distribution Channel.  You are responsible for bringing our business to the broker market and meeting annual metrics-based sales objectives. The role...

Position Title Branch Banking Client Consultant II - Port St. Lucie FL   Location Port St. Lucie, FL 34986-1764   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: 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 - Weston FL   Location Weston, FL 33326-1915   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: 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...

Position Title Branch Banking Client Consultant II - Float - Hollywood FL   Location Hollywood, FL 33021-3341   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, non-interest...

Position Title Branch Banking Client Consultant II -Float - Hollywood FL   Location Hollywood, FL 33021-3341   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, non-interest income)...