JOB TITLE. Insurance Advisor. DEPARTMENT. Sales - Private Client Group. REPORTS TO. Private Client Group Sales Leader. FLSA STATUS. Exempt. POSITION SUMMARY. The Insurance Sales Advisor is responsible for driving business growth by attracting, advising, and retaining Private Client Group (PCG) clients. This role centers on building deep, trust-based relationships with individuals and families, helping them manage and mitigate long-term risk while...
JOB TITLE. Insurance Advisor. DEPARTMENT. Sales - Commercial Lines. REPORTS TO. Commercial Lines Sales Leader. FLSA STATUS. Exempt. POSITION SUMMARY. The Insurance Sales Advisor is responsible for driving business growth by attracting, advising, and retaining clients. This role centers on building deep, trust-based relationships, helping clients to mitigate risk while earning the opportunity to serve as their trusted insurance advisor. Successful...
Job Title. Associate Client Manager. Department. Private Client Practice Area. . Reports To. Senior Client Manager. FLSA Status. Non-Exempt. POSITION SUMMARY. The Associate Client Manager, a client interacting position, supports Advisors, Client Executives, Client Managers, and the client by completing various tasks common in day-to-day Personal Lines insurance servicing. Prompt, accurate and professional handling of requests, both internally and...
