30 regional sales advisor jobs found

Location: This position is fully remote within the continental United States. Reporting into the SVP, Customer Success, the Director of Customer Success is responsible for retaining, delighting, and growing our Commercial and Government customer base, as well as ensuring the success of the Customer Success Managers (CSMs). This role includes establishing operational objectives, policies, and procedures that affect immediate and, at times, company-wide operations. You will guide the CSMs in these verticals, setting clear frameworks and providing the necessary tools to deliver their best work. The role also requires anticipating churn risks, fostering upsell opportunities, and driving loyalty by managing multiple priorities that directly impact the medium-term results of both your team and the business.  The Director will collaborate with cross-functional teams to solve strategic issues, monitor customer satisfaction, and align with organizational objectives. This involves...

Location: This position is fully remote within the continental United States. Reporting into the SVP, Customer Success, the Director of Customer Success is responsible for retaining, delighting, and growing our Commercial and Government customer base, as well as ensuring the success of the Customer Success Managers (CSMs). This role includes establishing operational objectives, policies, and procedures that affect immediate and, at times, company-wide operations. You will guide the CSMs in these verticals, setting clear frameworks and providing the necessary tools to deliver their best work. The role also requires anticipating churn risks, fostering upsell opportunities, and driving loyalty by managing multiple priorities that directly impact the medium-term results of both your team and the business.  The Director will collaborate with cross-functional teams to solve strategic issues, monitor customer satisfaction, and align with organizational objectives. This involves...

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition Job Purpose: This position is responsible for the successful execution of account and territory strategies for assigned broker dealers distributing TruStage Annuities. This includes acquisition, optimization and retention of business. Provide strategic support to wholesalers to enhance their efforts of F2F product distribution through affiliated representatives and external...

As a Managing Director - Health and Benefits Consulting you will make a valuable difference every day to our high-profile clients and prospects by developing leading edge solutions to address their health and benefits and broader benefits issues.  You will lead large, highly visible client engagements as well as develop and manage active pipelines, grow relationships with current and prospective clients, and demonstrate how our organization’s superior strategic resources and capabilities can address their concerns.  You will serve as a key voice to the marketplace of one of the world’s leading HR consulting firms and have the ability to contribute to the evolution of health care delivery in North America. The Role Serve as the strategic partner and trusted advisor to large, complex clients in the design and management of their health and benefits programs,  Primary accountability for creating and executing a business strategy to penetrate the local and regional market in...

About the Position Location: Remote within the continental United States Reporting to the Directo of Reporting on the Finance team, the Group Tax Manager will lead all US direct and indirect tax compliance, planning, and advisory activities across Nearmap's global operations in the United States while providing coordination support for operations in Australia, and Poland. This is a hands on technical role with primary responsibility for managing US federal and state tax compliance (income tax, sales and use tax, and employment tax across 40+ state nexus jurisdictions) as well as supporting tax operations in Australia and Poland through collaboration with group reporting and financial operation teams. The Group Tax Manager will also manage transfer pricing policy, monthly intercompany calculations and settlements, and serve as the key tax technical resource for the finance leadership team. This role requires deep expertise in multinational tax structures, strong cross...

As Risk Strategies joins the Brown & Brown family, we are expanding our presence in Northern California and we are actively building a scalable Commercial Lines sales team designed for growth. We are seeking a Commercial Lines Sales Leader to drive regional expansion by identifying growth opportunities, adding producer capacity through strategic hiring, and accelerating cross‑sell partnerships across the organization. This is a senior sales leadership role for a commercial insurance professional who brings immediate market credibility and understands how to grow client relationships through a consultative, risk‑advisory approach. Strong producers and service teams are in place. The opportunity is to shape where and how Commercial Lines grows next as regional capacity continues to expand. This Role is About: Commercial Lines Growth & Expansion • Identifying geographic, industry, and market opportunities to expand Brown & Brown’s Commercial Lines...

As Risk Strategies joins the Brown & Brown family, we are expanding our presence in Northern California and we are actively building a scalable Private Client Services (PCS) sales team designed for growth. We are seeking a Private Client Services Sales Leader to drive expansion across the region by identifying growth opportunities, increasing producer capacity through strategic hiring, and accelerating cross-sell partnerships across the practice. This is a senior sales leadership role for a PCS professional who brings immediate credibility and understands how to grow sophisticated, relationship-driven personal insurance programs for high-net-worth individuals and families. Strong producers and service teams are in place. The opportunity is to shape where and how PCS grows next in Northern California. This Role is About: PCS Growth & Expansion • Identify geographic and market opportunities to expand Brown & Brown’s PCS footprint across Northern...

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...

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. HUB International is a leading global insurance brokerage that provides a broad array of property and casualty, life and health, employee benefits, investment, and risk management products and services. We are seeking dynamic and highly motivated Sales Professionals to join our team of Insurance Sales Producers . THE OPPORTUNITY: As a HUB Insurance Sales Producer, you will have the...

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. HUB International is a leading global insurance brokerage that provides a broad array of property and casualty, life and health, employee benefits, investment, and risk management products and services. We are seeking dynamic and highly motivated Sales Professionals to join our team of Insurance Sales Producers . THE OPPORTUNITY: As a HUB Insurance Sales Producer, you will have the...

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...

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 is a fully remote Sr. Account Manager role supporting our Producer Group team in California. Living in Southern California is strongly preferred. This is an H.99 band role. #LI-COLE Job Description Summary Are you passionate about cultivating effective relationships to drive sales growth? If you love a highly visible position where you can influence results through relationship-building and activation expertise, we want to know more about you! As a Senior Account Manager,...

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...

Location:  This role requires a hybrid work schedule out of our San Francisco, CA office 1 day a week. SUMMARY: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. ESSENTIAL DUTIES AND RESPONSIBILITIES : · Primary expert resource and first point of contact for clients, which includes research/analysis and handling of a wide variety of client questions regarding risk management, coverage/eligibility, contractual issues, and government reporting compliance. Prepares endorsements per client requests. Prepares and provides resource, trend and legal update information to clients on on-going basis. Routine questions are delegated. · For new and renewal business, analyzes relevant client data (e.g. experience...

Location:  This role requires a hybrid work schedule out of our San Francisco, CA office 1 day a week. SUMMARY: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. ESSENTIAL DUTIES AND RESPONSIBILITIES : · Primary expert resource and first point of contact for clients, which includes research/analysis and handling of a wide variety of client questions regarding risk management, coverage/eligibility, contractual issues, and government reporting compliance. Prepares endorsements per client requests. Prepares and provides resource, trend and legal update information to clients on on-going basis. Routine questions are delegated. · For new and renewal business, analyzes relevant client data (e.g. experience...

Objective: The Claims Consultant is responsible for servicing and maintaining an assignment of consulting client contracts and for delivering agreed-upon services in compliance with Consulting Division workflows, policies, and procedures. The Claims Consultant will work closely with the client’s carriers and claims administrators to identify coverage for complex losses and ensure claims are managed proactively and reserved properly. The Claims Consultant will deliver timely Consulting Reports to their consulting clients and the corresponding Heffernan Account Management Team to document their efforts and results. This role requires workers' compensation experience and will be hybrid out of the Heffernan Los Angeles, CA office.    Responsibilities Include: Provide services according to the services sold to the individual client, meet timeline commitments, including but not limited to consulting reports, mod calculations and analysis, claim review(s), client...

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 Commercial Lines Client Service Manager oversees functions of a Commercial Lines Account Management team. This is a leadership and supervisory position that manages processes, training, and collaboration amongst Commercial Lines service staff as well as operational sales support and client related services. This position may also assume the duties and responsibilities of an...

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. HUB International is a leading global insurance brokerage that provides a broad array of property and casualty, life and health, employee benefits, investment, and risk management products and services. We are seeking dynamic and highly motivated Sales Professionals to join our team of Insurance Sales Producers . THE OPPORTUNITY: As a HUB Insurance Sales Producer, you will have the...

Location:  This role requires a hybrid work schedule out of our San Francisco, CA office 2 days a week. SUMMARY: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. ESSENTIAL DUTIES AND RESPONSIBILITIES : · Primary expert resource and first point of contact for clients, which includes research/analysis and handling of a wide variety of client questions regarding risk management, coverage/eligibility, contractual issues, and government reporting compliance. Prepares endorsements per client requests. Prepares and provides resource, trend and legal update information to clients on on-going basis. Routine questions are delegated. · For new and renewal business, analyzes relevant client data (e.g. experience...

  Objective:    The Commercial Insurance Sales Producer will cold-call and network with industry professionals, both internally and externally, to generate interest in our insurance products and help grow the Heffernan brand! They will work closely with the company's sales team to cross-sell our services to existing clients and prospect for new clients outside HIB. The ideal candidate would be a determined self-starter with a strong work ethic.  (This position will work out of the Santa Barbara, CA office.)   Responsibilities Include:    Engage with and generate a steady flow of qualified prospects from own leads and company supplied referrals  Support clients and partner with them when selecting and designing their insurance product needs  Call on to educate and suggest additions or enhancements to existing insurance programs  Meet with existing clients to perform annual reviews of current insurance offering  Answers inquiries and questions from customers...