6 ria sales 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 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....

Job Description: Title: Claims Advocate – Risk Services Fully remote |   Experience/Book Focus :   Commercial Auto, Trucking, Transportation, Property Cargo   Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity. Additionally, there may be occasions when on-site presence is necessary to meet specific business needs. Learn more about our locations here: ioausa.com/locations   About the Role:  Responsible for IOA insurance Claims Management activities including: client advocacy, service and communication, problem claim resolution, data analysis and action, monitoring triggered activities, claims reviews and audits, workers compensation claim oversight, reserve analysis, unit stat and stewardship reporting, client education and consulting, sales support, litigation process...

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...

Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Sales Enablement Specialist to the Foundation Risk Partners team.  Job Summary: The Sales Enablement Specialist supports the execution of sales enablement strategies by ensuring sales and service teams are equipped, trained, and supported across core sales and marketing platforms. This role is highly operational, working closely with the Director of Sales Enablement to manage daily enablement activities, platform support, client setup, training delivery, and sales communication efforts. This role plays a critical part in supporting producers, agencies, and clients by driving adoption, improving efficiency, and enhancing overall sales effectiveness. Essential Functions: Provide day-to-day support for sales and marketing enablement tools including but not limited to Salesforce, Zywave, and LinkedIn Sales Navigator. Assist with user setup, access...

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 Business Development Specialist to join our growing team in Doral, FL! The Employee Benefits Business Development Specialist focuses on small business warm lead follow ups via phone and email. In this role, the Business Development Specialist makes recommendations on coverage based on information obtained from the prospect/customer. The primary responsibilities are to follow up with each lead, advise on and then quote the appropriate coverage, and complete the sale of the appropriate policies. This position is responsible for new and renewal/ marketing functions. . How You Will Contribute Examines such documents as application forms, inspection reports, insurance maps, and medical reports to determine degree of risk from such factors as applicant financial standing, age, occupation,...

Position Title Branch Banking Client Consultant II - Estero, FL   Location Estero, FL 33928-8307   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...