2258 advisor jobs found

The Risk Advisor sells new accounts and renews existing accounts in keeping with firm and individual goals. Advisors build and maintain relationships with clients, prospects, the service team, insurance company partners, and centers of influence while identifying and soliciting sales prospects. PRIMARY RESPONSIBILITIES: • The Risk Advisor sells new accounts and renews existing accounts in keeping with firm and individual goals. Advisors build and maintain relationships with clients, prospects, the service team, insurance company partners, and centers of influence while identifying and soliciting sales prospects. • Presents proposals in a professional manner, reviewing coverages in detail to ensure understanding. • Communicates with clients, prospects, insurance company partners, and service team in an articulate and effective manner. • Finalizes the sale and collects necessary documents, applications, etc., and briefs the service team on the policy sale. • Develops prospects by...

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 The Product Management Advisor I supports the Real Estate business by leading executing complex CRM and marketing technology initiatives that drive exceptional member experience and operational efficiency. This role is responsible for gathering and refining business requirements, translating business needs into system...

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 Supports the Real Estate business by partnering with stakeholders to enhance CRM and marketing technology solutions that drive an exceptional member experience and operational efficiency. This role is responsible for gathering business requirements, translating business needs into system solutions, configuring and optimizing...

Job Type: Full time   Exempt/Non Exempt:   Salary Job Description:   Location Details:   This is an onsite position located in our Chastain Park Facility.   Position Summary :     As a Service Advisor,   you’ll   serve as the primary point of contact for customers throughout the vehicle service process. This role involves assessing customer needs, recommending maintenance and repair services, preparing repair orders, and communicating with both customers and technicians to ensure work is completed accurately and efficiently. Successful candidates have strong customer service, communication, and organizational skills, along with the ability to manage multiple priorities in a fast-paced environment. The Service Advisor plays a key role in delivering   a positive   customer experience and supporting overall service department performance.   Key Responsibilities :   Serve as the primary point of contact...

Job Type: Full time   Exempt/Non Exempt:   Salary Job Description:   Location Details: This is an in person position located at our Columbia Car Care Facility.   Position Schedule / Shift: Service center hours are Monday–Friday, 7:30 a.m.–6:00 p.m., and Saturday, 8:00 a.m.–4:00 p.m. Schedule and shift assignments will depend on the position.    Position Summary:     As a Service Advisor, you’ll serve as the primary point of contact for customers throughout the vehicle service process. This role involves assessing customer needs, recommending maintenance and repair services, preparing repair orders, and communicating with both customers and technicians to ensure work is completed accurately and efficiently. Successful candidates have strong customer service, communication, and organizational skills, along with the ability to manage multiple priorities in a fast-paced environment. The Service Advisor plays a key role in delivering a...

The Role The Investment Advisor Representative (IAR) is responsible for delivering investment advisory services to individual clients, supported by a technology-enabled, hybrid robo-human advisory model. The role focuses on providing ongoing investment advisory support, asset allocation recommendations and mapping, portfolio construction and monitoring, and discretionary investment advice, as appropriate. Client asset allocations and portfolio recommendations are generated by an underlying advisory model designed to align with each client’s stated objectives, risk tolerance, and personal circumstances. Advisors are responsible for reviewing model ‑ generated outputs, applying professional judgment, addressing client ‑ specific considerations, and communicating recommendations clearly and effectively. Client interactions are supported by digital tools, structured workflows, and platform ‑ generated insights, enabling advisors to efficiently support multiple client engagements....

Job Description 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...

Job Description About Acrisure A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more.    In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible.  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...

Client Advisor Priority Business - SA08DE 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 Hartford’s Group Benefits Priority Business team is looking for a motivated and collaborative individual. The Hartford’s Group Benefits segment is a market leader in life and disability insurance and an expanding suite of voluntary products and services, providing businesses with the employee benefits solutions necessary to attract and retain top talent. The Hartford sets the standard for helping individuals reclaim their lives in the face of disability or personal crisis.   Responsibilities: Customer Service. Manages Priority Account (PB) Book of Business (BOB) 100-499 Lives. Contact for complex service issues...

Description Summary: The HFA Financial Advisor - 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. Utilize available tools and resources to build on a comprehensive financial planning approach that incorporates all assets, goals, time horizon and risk tolerance. 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...

About the Role   We are seeking a Risk Engineering Advisor to join American Global’s Risk Engineering Services team in the New York/New Jersey area.     In this role, you will serve as a trusted advisor to construction clients, providing practical expertise in risk management, safety, and loss control. You will work closely with clients, insurance carriers, and internal teams to identify exposures, strengthen safety programs, improve operational performance, and develop solutions that help protect people, projects, and businesses.   The ideal candidate brings strong construction industry knowledge, a consultative approach, and a genuine interest in building relationships and helping clients create safer, more productive workplaces.   Key Responsibilities Include   Develop customized risk management, safety, and loss control programs based on client needs.    Conduct construction site assessments...

The FNOL Customer Service Advisor ensures the delivery of exceptional customer support through fast, accurate, and empathetic communication while supporting First Notice of Loss (FNOL) reporting, claims intake, and administrative claim functions. This role serves as the first point of contact for policyholders, branch representatives, managing general agents, and business partners by assisting with claim reporting, customer inquiries, payment processing, documentation handling, and operational claim support activities. This position combines customer service, FNOL documentation, claims administration, and operational support responsibilities in a fast-paced, high-volume environment requiring strong multitasking, attention to detail, professionalism, and the ability to navigate multiple systems simultaneously. Qualifications: High School Diploma or equivalency required. Minimum 3 years of customer service experience required; call center experience preferred....

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 Provides timely, accurate and compliant responses for complaints identified and addressed to USAA's Executive Management Group, Chairman and Board of Directors, general consumers, and/or regulatory agencies. Considers the unique situation and provides an appropriate resolution that balances the need of the company and the...

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...

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...

Job Description 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...

Job Description 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...

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....

Salary range is: $62,623.97 - $80,000.00 This position is bonus and/or commission eligible. CCC Intelligent Solutions Inc. (CCC) is a leading cloud platform for the multi-trillion-dollar insurance economy , creating intelligent experiences for insurers, repairers, automakers, part suppliers, and more. At CCC, we’re making life just work by empowering more than 35,000 businesses with industry-leading technology to get drivers back on the road and to health quickly and seamlessly. We’re pushing boundaries with innovative AI solutions that simplify and enhance the claims and repair journey. Through purposeful innovation and the strength of its connections, CCC technologies empower the people and industry relied upon to keep lives moving forward when it matters most. Learn more about CCC at www.cccis.com .   The Role We are seeking a motivated and knowledgeable Client Solutions Advisor to drive customer success and product adoption within repair facilities and...

By joining Sedgwick, you'll be part of something truly meaningful. It’s what our 33,000 colleagues do every day for people around the world who are facing the unexpected. We invite you to grow your career with us, experience our caring culture, and enjoy work-life balance. Here, there’s no limit to what you can achieve. Newsweek Recognizes Sedgwick as America’s Greatest Workplaces National Top Companies Certified as a Great Place to Work® Fortune Best Workplaces in Financial Services & Insurance IT Software Developer Advisor SR. PRIMARY PURPOSE : To lead a team in the design, development, maintenance, testing and debugging of software; to formulate/define system scope and objectives for assigned projects; to devise or modify procedures to solve complex problems; to prepare detailed specifications from which programs will be written; to be responsible for quality assurance reviews; may be responsible for project completion and user satisfaction; and to provide...