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High Net Worth Personal Risk Advisor - Outside Sales in Metairie
A leading insurance brokerage firm is seeking a Personal Risk Specialist in Metairie who will focus on outside sales to affluent clients. The ideal candidate will have at least 3 years of experience in personal insurance sales and must possess strong communication skills. Responsibilities include de ...Read more
Personal Lines Insurance Advisor | Remote/Hybrid in West Hartford
NFP, an Aon company, is looking for a Personal Risk Client Executive/Sales Advisor in West Hartford, CT. This full-time position offers a remote or hybrid schedule and focuses on advising clients on personal insurance products. Candidates must have at least a High School Diploma or GED, a Property & ...Read more
Personal Financial Consultant in Branch
Responsibilities
- Proactively identify, acquire, and onboard new individual clients through various channels such as referrals, networking, and outreach activities.
- Conduct comprehensive financial needs analysis and risk assessments to understand clients’ current financia ...Read more
Luxury Residential Client Advisor — Remote & High-Value in Kansas City
A luxury sales firm in Kansas City is seeking a polished Client Advisor to guide high-net-worth homeowners through complex technology decisions. This role emphasizes trust and long-term relationships over technical expertise, and the firm provides comprehensive training. With a focus on quality over ...Read more
Hybrid Remote Mortgage Advisor – Residential Lending in Perrysburg
WesBanco in Perrysburg, OH seeks a mortgage expert for hybrid work in loan origination. Candidates will manage applications and build customer relations, requiring strong communication and customer service skills.
The position demands adherence to compliance regulations and excellent interp ...Read more