184 sales advisor jobs found

Description Summary: Responsible for generating and expanding client relationships by providing expert payment solutions and recommendations in the business/middle market space.  This role will also partner with business bankers to identify new sales opportunities for merchant services while also coaching partners, calling on prospects/clients, managing leads, making presentations, closing sales, managing appointments and schedules, attending leadership meetings and keeping partners engaged by referrals and calling efforts. Duties and Responsibilities: Actively prospect and build relationships with new clients, converting leads into valuable partnerships.  Sell a range of solutions (Visa, Mastercard, Amex, Discover, check processing, gift cards, automated clearing house (ACH) and navigate complex hardware and software needs. Build pipeline, convert leads, navigate complex hardware and software needs, and...

Description Summary: Responsible for generating and expanding client relationships by providing expert payment solutions and recommendations in the small business space from $0-$3 million.  You will also partner with branches to identify new sales opportunities for merchant services while also coaching branch staff, calling on prospects/clients, managing leads, making presentations, closing sales, managing appointments and schedules, attending leadership meetings and keeping your partners engaged in your referrals and calling efforts. ****This is a remote role, but the candidate MUST sit in the greater Houston, Texas area**** Duties and Responsibilities: Actively prospect and build relationships with new clients, converting leads into valuable partnerships.  Sell a range of solutions (Visa, Mastercard, Amex, Discover, check processing, gift cards, ACH) and navigate complex hardware and software needs....

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity Are you a strategic, client-focused financial professional driven by a passion for empowering individuals to achieve their long-term financial aspirations? We are seeking a dynamic Retirement Income Advisor to play a pivotal role in guiding our clients toward lasting financial security and prosperity. If you excel in crafting...

The Sales Enablement Specialist will work directly with a Partner-level Advisor to generate new sales opportunities, nurture existing client relationships and create customer-facing presentations. The ideal candidate will be a hardworking, task-oriented, project manager, flexible to changing business needs within an entrepreneurial environment. Under the general supervision of the Director of Sales, you will begin with an in-depth training program to gain technical knowledge of employee benefits insurance, effective selling techniques and learn the firm’s insurance and risk management value proposition to support the clients’ needs and passions. PRIMARY RESPONSIBILITIES: Identify new leads that fit the target prospect profile Execute top-of-the-funnel lead generation activities to uncover new sales opportunities via phone, email, social media. Create compelling content and execute drip campaigns to targeted companies that fit the firm’s “ideal client profile.” Help to...

Description Summary: The Treasury Management Advisor II acquires and develops new profitable and quality treasury management relationships. Also, retains and deepens existing customer relationships.  Duties & Responsibilities: Sales Prospecting Product pricing and structuring Customer proposals Proactively builds internal relationships with regional partners and relationship managers to drive TM opportunities Cross sells other bank products, and stays current on competitor offerings to suggest product improvements Proactive management of Banker relationship, including routine 1:1’s, development and execution of relationship plans, pipeline reviews, pre-call plans, partner plans, and joint calling Responsible for maintaining and managing to weekly and monthly sales results and ensure the timely entering of weekly data and monitor for accuracy Assists in...

Sr PI Field Sales Rep - SD08AE 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 Personal Insurance Sales Rep must embody a culture of high performance in sales, driven by a mindset of excellence. They will rigorously adhere to a structured sales process, consistently executing Sales Excellence Principles. Collaborating with both existing and potential independent agencies, they will cultivate profitable relationships while serving as a trusted advisor. Responsible for crafting and implementing a robust agency management and territory sales plan, the Rep will strive to surpass production and profit targets within their assigned territory. This role requires in-person engagements with travel required across the territory,...

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. Location: This position can be filled as Hybrid or Remote Long Term Care Underwriting experience required   This role does not qualify for employer-sponsored work authorization.  Nationwide does not participate in the Stem OPT Extension program.  #LI-LP1 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...

Sr Consultant Risk Engineering - KR08DE 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.              At The Hartford, our Risk Services organization exists to help people and businesses thrive by working directly with customers to assess risk, improve resilience, and deliver practical risk mitigation solutions that make a measurable difference. We partner with customers throughout their lifecycle to identify exposures, reduce losses, and strengthen operational performance — combining consultative expertise, technology enabled risk solutions, and data driven insights to improve outcomes before and after a loss. By integrating risk assessment, prevention, and recovery with the broader insurance experience, we help customers protect...

Summary Jewelers Mutual’s Marketing Strategy Internship offers an opportunity to gain hands-on experience supporting strategic marketing initiatives across multiple business units. The Marketing Strategy Intern will work alongside marketing partners to help plan, execute, and measure marketing programs that drive business performance. This role is ideal for a student interested in learning how marketing strategy connects to business goals and how cross-functional collaboration brings those strategies to life. 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...

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 until...

Underwriter - UW08BB Senior Underwriter - UW08BA 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.           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.           We’re in the business of helping people achieve amazing things by protecting the things that matter most. And you can help us when you join our team of underwriters. They’re at the center of everything we do – and by joining us, you’ll be on a team known throughout the industry for providing our customers with just the...

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. The Senior Trial Attorney is a highly skilled and experienced litigation professional responsible for independently handling complex commercial, construction defect, insurance defense, and subrogation matter's through all phases of litigation. Serving as lead counsel or as a key member of a trial team, this position demonstrates exceptional trial advocacy, strategic judgment, and proactive case management while consistently delivering high-quality legal services aligned with client expectations and organizational standards. The ideal...

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.  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 advisor by investing in our people, adopting new technologies, and striving for...

Description Summary: The Private Bank Wealth Advisor III is the primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, and managing a high-net-worth client’s Wealth Plan. Duties and Responsibilities: Builds relationships with existing and new clients and coordinates the involvement of other specialists to fulfill the client’s Wealth Plan with a strong focus on capturing assets under management, loans, and deposits. Self-acquires new business by being active and well connected in the community and with external centers of influence. Responsible for providing legendary client service to retain client relationships. Builds strong relationships across all Huntington business segments to deepen client relationships. Works with relationships of moderate to high complexity. Knowledgeable on key compliance and regulatory requirements. Performs other duties...

Summary of Role     Health & Benefits North America (H&BNA) is seeking a MidMarket Specialties Leader to play a pivotal role in driving the strategy, growth, and delivery of specialty capabilities across the MidMarket segment.   The MidMarket (MM) Specialties Leader is a key member of the Health & Benefits Strategy & Specialty leadership team with accountability for the strategy, growth, talent, and delivery of specialty capabilities serving the MidMarket segment. In this role, you will have primary responsibility for holistically advancing performance of the specialty teams (Compliance Audit & MHPAEA, Group Benefits, Health, Equity & Wellbeing, Pharmacy) through revenue growth, talent development, intellectual capital, and consistent, high quality client delivery for the MidMarket.  The MM Specialties Leader is responsible for shaping and executing the mid-market specialty strategy in support of business objectives and in collaboration with...

Exec Consultant Risk Eng - KR07HE Sr Consultant Risk Engineering - KR08DE 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.           At The Hartford, our Risk Services organization exists to help people and businesses thrive by working directly with customers to assess risk, improve resilience, and deliver practical risk mitigation solutions that make a measurable difference. We partner with customers throughout their lifecycle to identify exposures, reduce losses, and strengthen operational performance—combining consultative expertise, technology enabled risk solutions, and data driven insights to improve outcomes before and after a loss. By integrating risk assessment, prevention, and recovery with the broader insurance...

Description Summary: The Mortgage Loan Advisor works with Senior Loan Officer and Sales Manager to achieve established sales goals and learn different aspects of a loan originator position at Huntington. Responsibilities include the origination of 1-4 family residential mortgage loans, developing both internal and external referral sources to grow their business, and the cross sell of other bank products and to further OCR relationships. The Mortgage Loan Advisor will be required to adhere to all regulatory, quality, and training requirements of a mortgage origination position.  Duties and Responsibilities: Loan Origination: Achieve mortgage loan production goals through the origination of 1-4 residential mortgage loans. Business Development: Conduct business development activities with both internal and external COIs to grow the business.  This includes but is not limited to training, coaching, marketing...

Description Summary: The Mortgage Loan Advisor works with Senior Loan Officer and Sales Manager to achieve established sales goals and learn different aspects of a loan originator position at Huntington. Responsibilities include the origination of 1-4 family residential mortgage loans, developing both internal and external referral sources to grow their business, and the cross sell of other bank products and to further OCR relationships. The Mortgage Loan Advisor will be required to adhere to all regulatory, quality, and training requirements of a mortgage origination position.  Duties and Responsibilities: Loan Origination: Achieve mortgage loan production goals through the origination of 1-4 residential mortgage loans. Business Development: Conduct business development activities with both internal and external COIs to grow the business.  This includes but is not limited to training, coaching, marketing...

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 backing of a $4.8B global fintech leader. We’re seeking a high-performing...

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 will be responsible for two key activities within a territory - coaching/leading advisors and advisor teams and recruiting advisors and advisor teams. Advisor teams include senior advisors, associate advisors, RSMR's, sales assistants/coordinators.  Advisor managers will be responsible for the revenue/sales goals and recruiting goals of the territory....