62 sales advisor jobs found

The Planning Team Leader for Guardian Wealth Partners (GWP) is a strategic leadership role responsible for building, leading, and scaling a high-performing advisor team within Guardian’s fee-based Registered Investment Advisor platform. In addition to overseeing the GWP Planning team and client delivery, this leader will play a critical role in developing and executing the client acquisition go-to-market strategy for Guardian Wealth Partners, including target client segments, referral pathways, distribution partnerships, and scalable engagement models. This individual will own the end-to-end acquisition, growth and retention strategy for prospects and clients originating from other Guardian business lines, with accountability for converting qualified opportunities into long-term advisory relationships, delivering differentiated client experience, and building servicing models that support retention, and deeper engagement. The role will partner closely with Group Distribution and...

Is the opportunity to join a culture where “We Do the Right Thing,” and “We Courageously Shape Our Future Together” important to you? If so, Guardian is seeking a motivated individual to join our team as an Executive Recruiter.      The Executive Recruiter serves as a strategic talent advisor responsible for identifying, attracting, assessing, and engaging executive talent across the enterprise. This individual will partner closely with senior business leaders, HR Business Partners, and Talent Acquisition leadership to drive executive hiring outcomes while helping build a world-class internal Executive Search function. This role extends beyond search execution. The Executive Recruiter will develop deep expertise in supported business lines, cultivate executive talent pipelines, provide market intelligence, and build trusted relationships with stakeholders at all levels of the organization. The successful candidate will be able to manage multiple executive searches...

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. Fully remote Life Underwriting role. Job Description Summary Our underwriters work hard to provide the exceptional customer experience for which Nationwide is known. Actively engaging with our firms and financial professionals to get to know their clients and their needs builds our understanding of the market, what is needed to win business and put our best offer out first. If you thrive working autonomously, making decisions on a variety of impactful issues and continuing to learn and adapt...

Position Title Treasury Management-Sales & Payments Officer Sr Location New York, NY 10018 Job Summary A Senior Treasury Management Sales & Payments Advisor, focuses on the most complex new business generation for prospects and existing clients in conjunction with a banking relationship team. Acts as primary TM Advisor on opportunities, to help clients with ways to optimize their working capital management through utilization of the banks’ TM solutions. This will include localized market knowledge and specialty segments supported within the Commercial and Private bank. Collaboration with the team which includes; Relationship management, Client Service, Product Leadership and Implementation is critical to success. Job Responsibilities: JOB   RESPONSIBILITIES       New business development activities including calling efforts, joint sales   opportunities   and revenue generation.     Maintain s   professional level ( c...

Guided by our company Purpose of “Inspiring well-being for our colleagues, consumers, and communities,” we are committed to building a best-in-class Law Department. We drive a high-performance culture across our Legal, Compliance, and Government Affairs functions, aligned to “what” we deliver (i.e., our goals and objectives) and “how” we demonstrate our values and behaviors while focusing on the customer. We do this through leveraging a series of core capabilities, which includes accountability, interpersonal effectiveness, ability to demonstrate business savvy, being a subject matter expert, all while supporting the Law Department’s Mission to be a trusted advocate and advisor to drive strategic solutions that advance Guardian’s purpose, priorities, and values. Do you want to be part of a collaborative Legal Team? This role will support the day-to-day operations of Guardian’s Client Solutions & Wealth Management (“CSWM”) Practice in the Law Department. You will play a...

The Role As a Senior Cyber Broker within Willis’ FINEX practice, you will serve as a trusted advisor to clients and be the primary liaison between clients and insurance markets. You will be responsible for designing, marketing, and placing complex cyber insurance programs while delivering strategic advice on cyber risk transfer solutions. The successful candidate will leverage deep knowledge of cyber insurance products, market dynamics, and emerging cyber threats to help clients secure optimal coverage and achieve their risk management objectives. This role requires strong technical expertise, exceptional relationship management skills, and a passion for delivering innovative solutions in a rapidly evolving marketplace. Key Responsibilities Client Advisory & Relationship Management Serve as a trusted advisor to clients on cyber insurance and related financial lines risks. Lead client discussions regarding exposure analysis, market conditions, and...

The Role As a Cyber Broker within Willis’ FINEX practice, you will serve as a trusted advisor to clients and be the primary liaison between clients and insurance markets. You will be responsible for designing, marketing, and placing complex cyber insurance programs while delivering strategic advice on cyber risk transfer solutions. The successful candidate will leverage deep knowledge of cyber insurance products, market dynamics, and emerging cyber threats to help clients secure optimal coverage and achieve their risk management objectives. This role requires strong technical expertise, exceptional relationship management skills, and a passion for delivering innovative solutions in a rapidly evolving marketplace. Key Responsibilities Client Advisory & Relationship Management Serve as a trusted advisor to clients on cyber insurance and related financial lines risks. Lead client discussions regarding exposure analysis, market conditions, and renewal...

The Role As a Senior Cyber Broker within Willis’ FINEX practice, you will serve as a trusted advisor to clients and be the primary liaison between clients and insurance markets. You will be responsible for designing, marketing, and placing complex cyber insurance programs while delivering strategic advice on cyber risk transfer solutions. The successful candidate will leverage deep knowledge of cyber insurance products, market dynamics, and emerging cyber threats to help clients secure optimal coverage and achieve their risk management objectives. This role requires strong technical expertise, exceptional relationship management skills, and a passion for delivering innovative solutions in a rapidly evolving marketplace. Key Responsibilities Client Advisory & Relationship Management Serve as a trusted advisor to clients on cyber insurance and related financial lines risks. Lead client discussions regarding exposure analysis, market conditions, and...

In this role, you will own and operationalize integrated communications strategies across our individual business, ensuring colleagues and field audiences receive timely, relevant, and actionable information that advances business priorities. Working closely with the Head of Individual Business Communications, you will lead planning, governance, content strategy, and delivery for programmatic colleague communications and field communications across advisors and field teams. You will serve as a strategic communications advisor to senior business stakeholders, interpreting complex priorities, recommending communication approaches, and guiding message development, channel strategy, sequencing, and activation. This role requires strong judgment, autonomy, and the ability to influence cross-functional partners while translating business strategy into clear, audience-centered communications. You are A seasoned communications professional who can independently lead complex...

Head of Portfolio Architecture, Corporate Functions Position Overview: The Head of Corporate Functions Architecture is a senior architecture leader responsible for shaping the end-to-end architecture and portfolio roadmap for Corporate Functions, while influencing key investment decisions required to deliver it.  The Head of Corporate Functions Architecture works closely with the Head of the Digital & Technology Corporate Functions to define, align and drive the architecture needed. This role requires expertise in end-to-end architecture that includes business processes, data, integration, AI and digital experiences to deliver scalable, secure, and compliant solutions. The role will matrix into the Head of Enterprise Architecture and drive end-to-end architecture for the Business Unit portfolio, ensuring alignment with enterprise standards while actively influencing architecture direction and investment priorities with the Enterprise Architecture team. While accountable...

Together we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future.  We know that reaching this future depends on our actions today. Like our Purpose Statement, Voya believes in being bold and committed to action.  We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully...

If you're passionate about being part of a diverse organization that enables a Fortune 100 company with nearly $70 billion in annual sales to deliver innovative business solutions with excellence, then Nationwide's Legal team could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. Nationwide's Management Liability & Specialty (MLS) Legal team is seeking to hire a Counsel role to provide dedicated legal support across a portfolio of complex specialty insurance lines. In this role, you will draft, review, and negotiate policy forms and endorsements across management liability and specialty coverages — including D&O, EPL, Fiduciary, Crime, Cyber/Tech, Professional Liability, Financial Institutions, Surety, Trade Credit/Credit & Political Risk — and advise underwriters, product managers, and business...

Together we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future.  We know that reaching this future depends on our actions today. Like our Purpose Statement, Voya believes in being bold and committed to action.  We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully...

Is the opportunity to join a culture where “We Do the Right Thing,” and “We Courageously Shape Our Future Together” important to you? If so, Guardian is seeking a motivated individual to join our team as a Compensation Business Partner - Senior Analyst. In this role, you will play a critical role in designing, analyzing, and administering compensation programs that support Guardian’s talent, performance, and business strategy. This role requires deep compensation expertise, seasoned judgment, and the ability to solve complex problems independently while partnering closely with HR, Finance, and business leaders. You will act as a trusted advisor, contributing insights that influence pay decisions, program design, and market competitiveness. You are A seasoned compensation professional with in-depth conceptual and practical knowledge of compensation principles, practices, and programs. You are comfortable working independently with broad direction, applying sound judgment...

Is the opportunity to join a culture where “We Do the Right Thing,” and “We Courageously Shape Our Future Together” important to you? If so, Guardian is seeking a motivated individual to join our team as a Finance Transformation Lead. This role is responsible for driving strategic transformation initiatives across the Finance organization to improve performance, optimize processes, advance AI-enabled capabilities, and strengthen data-driven decision-making. Reporting to the Head of Finance & Risk Transformation, Strategy and Operations, s/he will partner closely with Finance, Technology, Risk, Operations, Data, and business leaders to design and implement future-state operating models, modernize planning and reporting processes, and deliver sustainable business value. AI enablement is a core accountability This leader will advance the organization's AI-enabled Finance strategy by embedding Generative AI, intelligent automation, predictive analytics, and agentic AI...

The Head Engagement & Services Marketing for the Individual Business is responsible for defining and leading Guardian's engagement strategy across the full customer and financial professional lifecycle. This leader owns customer and advisor engagement across all individual business - business lines, driving the strategies, capabilities, and transformation initiatives that strengthen relationships, improve customer experiences, increase retention, and accelerate business growth. The role serves as Guardian's marketing leader for enterprise segmentation work, lifecycle marketing, customer journey optimization, underwriting transformation, and cross-functional initiatives that shape how prospects and customers engage with Guardian throughout their relationship. You Will Define and lead the enterprise engagement strategy across customer, advisor, and employer audiences, ensuring a connected and consistent experience across all business lines. Own enterprise segmentation,...

As a Product Owner I, Advisor Experience at The Guardian Life Insurance Company of America, you will play a pivotal role in shaping and enhancing the digital experience for our advisors. You will be responsible for defining, prioritizing, and delivering features that optimize advisor workflows, improve engagement, and ultimately drive business growth. You will Actively listen to advisor feedback, conduct research, and analyze data to understand pain points and identify opportunities for improvement within the advisor experience. Translate business needs and user stories into clear, concise, and actionable requirements, managing the product backlog and prioritizing features based on business value and strategic alignment. Collaborate closely with agile development teams, ensuring a shared understanding of product vision and requirements throughout the development lifecycle. Utilize analytical acumen and data analysis skills to monitor Key Performance Indicators...

Together we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future.  We know that reaching this future depends on our actions today. Like our Purpose Statement, Voya believes in being bold and committed to action.  We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully...

Summary: The Commercial Lines Insurance Advisor manages a portfolio of mid-to-large revenue tier clients while also generating new business opportunities. The ideal candidate will possess a strong background in insurance, exceptional relationship-building skills, and a proactive approach to client management and business development.  Salary/Wage Range: $80,000+ up to $110,000 + New Business Commission Why Jewelers Mutual: Since 1913 we’ve been committed to supporting the Jewelry industry and putting customers at the center of everything we do. With over a century of trusted expertise, we’re financially strong, forward-thinking, and driven by curiosity. Guided by our core values of Agility, Accountability, and Relevancy, we lead through innovation. As a technology focused organization, we embrace cutting-edge tools and data-driven insights to continuously improve our products, services, and customer experience. Our mission is to be the industry’s most trusted...

LOCATION: Melville, NY, Bridgehampton, NY, Jersey city, NJ, Summit, NJ  Hybrid position 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 New York City 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...