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sales advisor Pennsylvania

31 sales advisor jobs found

The Hartford
03/22/2025  
Internal Advisor Consultant (Inside Sales - Investment Industry)
Internal Sales Consultant - 87SW5E We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future.              Are you a highly motivated, self-starter with prior sales experience looking to grow their career in financial services? Would you like to use your strong communication skills to help develop and build positive relationships? If so, the Internal Advisor Consultant role at Hartford Funds might be the next best step in your career evolution. As an Internal Advisor Consultant you will be responsible for building and maintaining strong relationships with financial professionals within a specific territory while conducting complex sales calls regarding Hartford Funds products as well as market knowledge through inbound and outbound communications. In this...
The Hartford Wayne, PA Full Time
Reliance Matrix
06/22/2026  
Senior Middle Market Client Manager
Job Responsibilities and Requirements The Sr. Middle Market Client Manager serves as the primary strategic advisor for assigned middle market clients, delivering expert guidance on benefit plans, contracts, and service issues. This role builds strong client relationships, drives client growth, and ensures operational excellence through proactive engagement, strategic problem-solving, and cross-functional collaboration on Disability, Life, FML, State Leaves, Company Leaves (Paid and Unpaid) and ADA cases. This senior role ensures operational excellence through proactive engagement, advanced problem-solving, and cross-functional leadership.   Client Relationship Management Serve as the main contact for assigned clients, delivering consultative advice on contracts, plan structure, renewals, and escalated issues. Build and maintain strong, proactive relationships through regular face-to-face meetings and strategic communications. Navigate complex client challenges,...
Reliance Matrix King of Prussia, PA Full Time
Guardian
06/15/2026  
Cash Management & Control Case Manager, Annuity New Business (Hybrid)
The Cash Management & Control Case Manager, Annuity New Business is responsible for supporting the accurate and timely processing of premium payments for annuity contracts, ensuring proper cash handling, reconciliation, and compliance with all regulatory and operational requirements. This role plays a critical part in safeguarding funds, minimizing financial risk, and maintaining the integrity of new business operations. The Case Manager monitors cash application trends, suspense activities, and processing discrepancies to identify opportunities for improved controls, efficiency, and accuracy. Through analysis of payment workflows and exception handling, this role helps drive process enhancements that reduce errors, improve turnaround times, and enhance the overall customer and advisor experience. Through a combination of cash oversight, process governance, and cross-functional collaboration, the Case Manager helps drive operational excellence, strengthen financial controls,...
Guardian Bethlehem, PA Full Time
Acrisure
06/14/2026  
Payroll Client Advisor
About Auris   Auris is the payroll and HR partner built for small and medium-sized   business   who   can’t   afford to get it wrong. Trusted by over 50,000   business   nationwide, Auris pairs easy-to-use technology with real human services to give leaders the confidence that every detail is done right - so they can focus on growing their team and their business.   Acquired   by Acrisure in 2025, Auris formerly Heartland Payroll is accelerating its vision to deliver seamless human-centered technology to help small businesses thrive.     Job Summary   Responsible for prospecting and running Auris Payroll presentations both in person and over the phone to small and mid-sized merchants and businesses to   ultimately close   deals within a fast sales cycle. As a   Payroll Client   Advisor   you will report to a Payroll Division Manager and receive coaching from a Territory Manager. Activities include explaining our value...
Acrisure PA Full Time
Acrisure
05/29/2026  
Client Advisor
About Acrisure    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...
Acrisure Erie, PA Full Time
Acrisure
05/29/2026  
Client Advisor
About Acrisure    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...
Acrisure Wayne, PA Full Time
Acrisure
05/21/2026  
Payroll Client Advisor
About Auris   Auris is the payroll and HR partner built for small and medium-sized   business   who   can’t   afford to get it wrong. Trusted by over 50,000   business   nationwide, Auris pairs easy-to-use technology with real human services to give leaders the confidence that every detail is done right - so they can focus on growing their team and their business.   Acquired   by Acrisure in 2025, Auris formerly Heartland Payroll is accelerating its vision to deliver seamless human-centered technology to help small businesses thrive.     Job Summary   Responsible for prospecting and running Auris Payroll presentations both in person and over the phone to small and mid-sized merchants and businesses to   ultimately close   deals within a fast sales cycle. As a   Payroll Client   Advisor   you will report to a Payroll Division Manager and receive coaching from a Territory Manager. Activities include explaining our value...
Acrisure PA Full Time
EPIC Insurance Brokers & Consultants
05/19/2026  
Executive Assistant
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 and growth align with what you're looking for in your next career? Then consider joining our...
EPIC Insurance Brokers & Consultants New Castle, PA
GM Financial
05/13/2026  
Dealer Account Manager – F&I Protection Products (Harrisburg, PA)
Why GM Protection Sales?   GM Protection focuses on branded vehicle protection product sales as part of GM Financial, the wholly owned subsidiary and captive finance arm of General Motors.  Our sales team spans the United States working with GM dealers on a variety of initiatives to drive product sales, customer loyalty, and profitability for the dealers and the brand.  As a trusted advisor, you will consult with various roles within GM dealerships and collaborate with internal partners to represent GM Financial and GM Protection. If you are able to build relationships, have a heart and mind for service, communicate effectively, and enjoy a fast-paced variety in a challenging field-based role, this could be the right place for you.      If you would like to be a part of a company with an entrepreneurial spirit, join GM Protection’s sales organization to develop your network and career with a stable, growing, global brand.  Position will remain open...
GM Financial Harrisburg, PA Full Time
Huntington
05/12/2026  
HFA Financial Advisor Senior - Branch
Description Summary: The HFA Financial Advisor Senior - Branch partner closely with branch staff to uncover client needs and offer most appropriate financial solutions for their short-term and long-term goals. Duties & Responsibilities: Responsible for personal production goals and customer service objectives for all assigned branches and/or book of business. Provide investment/insurance solutions to customers based on a comprehensive financial planning approach that incorporates all assets, goals, time horizon and risk tolerances. Coach branch staff regularly in every location to better profile customers to identify short-term and long-term goals and provide appropriate solutions as needed. Provide ongoing training and sales support to assigned branches to deliver a great customer experience to all customers and prospective customers. Responsible for partnering with every line of business (Mortgage,...
Huntington PA Full Time
The Hartford
04/19/2026  
Advisor Consultant - South Florida
Retail Sales Consultant - 87SX5E We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future.              The Advisor Consultant is responsible for increasing market share and growing assets within an assigned territory. Advisor Consultants drive Hartford Funds’ sales through building deep and long-term relationships with financial advisors, strategic partners, and firms. Hartford Funds’ products include Mutual Funds, ETFs, SMAs and CITs (where available).  Individuals in these roles are expected to leverage existing relationships and build new relationships with financial advisors covering a specific geographical territory and are required to reside in the assigned territory. Responsibilities of the role: Increase sales and grow territory...
The Hartford Wayne, PA Full Time
GM Financial
04/17/2026  
Account Manager - (Harrisburg, PA)
Why GM Financial Sales? GM Financial is a wholly owned subsidiary and captive finance arm of General Motors.  Our sales team spans the United States working with GM dealers on a variety of initiatives to drive vehicle sales, customer loyalty, and profitability for the dealers and the brand.  As a trusted advisor, you will consult with various roles within GM dealerships and collaborate with many internal partners to represent GM Financial.  If you are able to build relationships, have a heart and mind for service, communicate effectively, and enjoy a fast-paced variety in a challenging field-based role, this could be the right place for you.    If you would like to be a part of a company with an entrepreneurial spirit, join GM Financial’s sales organization to develop your network and career with a stable, growing, global brand. About the role: The GM Financial Account Manager is responsible for sales, service, and support of assigned GM franchise dealers...
GM Financial Harrisburg, PA Full Time
GM Financial
04/16/2026  
Account Manager - (Erie, PA)
Why GM Financial Sales? GM Financial is a wholly owned subsidiary and captive finance arm of General Motors.  Our sales team spans the United States working with GM dealers on a variety of initiatives to drive vehicle sales, customer loyalty, and profitability for the dealers and the brand.  As a trusted advisor, you will consult with various roles within GM dealerships and collaborate with many internal partners to represent GM Financial.  If you are able to build relationships, have a heart and mind for service, communicate effectively, and enjoy a fast-paced variety in a challenging field-based role, this could be the right place for you.    If you would like to be a part of a company with an entrepreneurial spirit, join GM Financial’s sales organization to develop your network and career with a stable, growing, global brand. About the role: The GM Financial Account Manager is responsible for sales, service, and support of assigned GM franchise dealers...
GM Financial Erie, PA Full Time
The Hartford
04/11/2026  
Advisor Consultant - Louisiana
Retail Sales Consultant - 87SX5E We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future.              Overview of the role: The Advisor Consultant is responsible for increasing market share and growing assets within an assigned territory. Advisor Consultants drive Hartford Funds’ sales through building deep and long-term relationships with financial advisors, strategic partners, and firms. Hartford Funds’ products include Mutual Funds, ETFs, SMAs and CITs (where available).  Individuals in these roles are expected to leverage existing relationships and build new relationships with financial advisors covering a specific geographical territory and are required to reside in the assigned territory.   Responsibilities of the role: Increase...
The Hartford Wayne, PA Full Time
The Hartford
04/11/2026  
Strategic Relationship Management Lead Account Manager
Retail National Accounts Mgr - 86SN3E We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future.              Overview of the role: Hartford Funds is seeking an experienced Lead Account Manager to serve as the primary strategic owner of several of our most significant wealth management relationships. This role focuses on strengthening long‑term partnerships, supporting sustained growth, and ensuring Hartford Funds remains a trusted, well‑positioned partner across complex organizations. The Lead Account Manager will play a key role in coordinating enterprise‑level engagement across assigned accounts, aligning Hartford Funds’ investment capabilities with partner firm priorities, and supporting consistent execution across the organization. In this...
The Hartford Wayne, PA Full Time
The Hartford
04/11/2026  
Advisor Consultant - Sacramento Metro (All Channels)
Retail Sales Consultant - 87SX5E We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future.              The Advisor Consultant is responsible for increasing market share and growing assets within an assigned territory. Advisor Consultants drive Hartford Funds’ sales through building deep and long-term relationships with financial advisors, strategic partners, and firms. Hartford Funds’ products include Mutual Funds, ETFs, SMAs and CITs (where available).  Individuals in these roles are expected to leverage existing relationships and build new relationships with financial advisors covering a specific geographical territory and are required to reside in the assigned territory.   Responsibilities of the role: Increase sales and grow territory...
The Hartford Wayne, PA Full Time
The Hartford
03/22/2026  
Advisor Consultant - Northern Minnesota (All Channels)
Retail Sales Consultant - 87SX5E We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future.              The Advisor Consultant is responsible for increasing market share and growing assets within an assigned territory. Advisor Consultants drive Hartford Funds’ sales through building deep and long-term relationships with financial advisors, strategic partners, and firms. Hartford Funds’ products include Mutual Funds, ETFs, SMAs and CITs (where available).  Individuals in these roles are expected to leverage existing relationships and build new relationships with financial advisors covering a specific geographical territory and are required to reside in the assigned territory. Responsibilities of the role: Increase sales and grow territory...
The Hartford Wayne, PA Full Time
Ryan Specialty
03/13/2026  
Assistant Vice President, Client Support
Position Summary The Assistant Vice President, Client Support will direct all phases of operations and process improvement through establishing both rigorous KPIs and metrics with the goal of Client Support resolution. This role is responsible for ensuring customer satisfaction, retention, and overall success of the customer journey to include adoption, advocacy, and retention strategies.  What will your job entail? Job Responsibilities: • Develop and execute a comprehensive client support strategy to drive customer satisfaction, retention, and loyalty, resulting in increased renewal rates, reduced churn, and increased customer satisfaction. • Expand revenue through coaching the team to successfully identify cross-selling and up-selling opportunities & assist in creating leads for the sales organization. • Proactively identify opportunities for process improvements and optimization to enhance the overall customer experience. • Effectively lead a team that oversees the...
Ryan Specialty Media, PA Full Time
WSFS Bank
01/22/2026  
Mortgage Banking Advisor
Job Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve. We Stand For Service® is more than part of our name, it’s our mission and our purpose.   The Mortgage Banking Advisor will be responsible for providing administrative and sales support to a team of Mortgage Loan Originators (MLOs).   The incumbent will provide a wide range of duties related to day-to-day sales functions, and will act as the main facilitator for communications between the MLO and customers. Job...
WSFS Bank Bryn Mawr, PA Full Time
The Hartford
04/23/2025  
Advisor Support Consultant
Sales Support Associate - 87PR7N We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future.              OVERVIEW OF THE ROLE Hartford Funds is seeking entry level Advisor Support Consultants in its Wayne, PA location.  This position will give selected individuals the exciting opportunity to learn our Mutual Fund and ETF businesses and obtain securities licenses.  Advisor Support Consultants will work with financial advisors, advisor consultants, and internal sales professionals to further their knowledge of the financial services industry. If you are smart and eager to learn, then you will develop the skills and expertise needed to thrive at Hartford Funds. Our robust and ongoing training program provides the resources and tools that new hires need...
The Hartford Wayne, PA Full Time

 

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