- AON (CA)
- …and clients succeed. What the day will look like + Leads an assigned book of high - net worth personal insurance clients with personal insurance ... clients succeed. What the day will look like + Leads an assigned book of high - net worth personal insurance clients with personal insurance portfolios… more
- AON (NY)
- …completed or in process is preferred. + 5-10 years of client service experience. + High net - worth personal insurance experience required. Education: + ... in process is preferred. + 5-10 years of client service experience. + High net - worth personal insurance experience required. Education: + Bachelor's… more
- AON (CA)
- …to obtain within 3 months of hire date + Preferred 3 years' experience with high - net - worth personal lines insurance . + Proficiency in Nexsure preferred. ... obtain within 3 months of hire date + Preferred 3 years' experience with high - net - worth personal lines insurance . + Proficiency in Nexsure preferred. +… more
- HUB International (Eugene, OR)
- …currently seeking an Account Executive to provide insurance and risk management consultation for high net worth clients. + Manages an assigned book of ... high - net worth personal insurance clients with personal insurance portfolios of varying size and complexity. + Work to establish and grow substantive… more
- HUB International (Des Plaines, IL)
- …industry related continuing education training and courses. **Qualifications** + Experience working with high net worth insurance carriers is preferred. ... for the unexpected. As one of the world's largest insurance brokers, our focus is dedicated to providing our...lines accounts for affluent clients, while acting with a high degree of independent discretion, autonomy, and decision-making. +… more
- Edward Jones (Scottsdale, AZ)
- …role and serving clients? If you answered yes to these questions, joining the Edward Jones High Net Worth team could be the right opportunity for you! This ... our clients desire. The Edward Jones Wealth Management Consultation High Net Worth team provides...and 66 required within 6 months of hire + Insurance license required 6 months of hire + CFP(R)… more
- Edward Jones (Scottsdale, AZ)
- …role and serving clients? If you answered yes to these questions, joining the Edward Jones High Net Worth team could be the right opportunity for you! This ... our clients desire. The Edward Jones Wealth Management Consultation High Net Worth team provides...and 66 required within 6 months of hire + Insurance license required 6 months of hire + Ability… more
- Edward Jones (St. Louis, MO)
- …role and serving clients? If you answered yes to these questions, joining the Edward Jones High Net Worth team could be the right opportunity for you! This ... our clients desire. The Edward Jones Wealth Management Consultation High Net Worth team provides...markets up to 20%. + State Life and Health Insurance license preferred or obtained within 6 months of… more
- HUB International (Davie, FL)
- As a HUB Personal Lines High Net Worth Producer, you will prospect for business based on your local networks, connections, and communities and focus to ... develop client and referral opportunities in our High Net Worth - Private...conducting sales, service, and solicitation of all forms of insurance business + Knowledge of personal lines insurance… more
- Motion Recruitment Partners (Fort Worth, TX)
- . NET Developer / C# / Fort Worth , TX / Hybrid Fort Worth , Texas **Hybrid** Contract $50/hr - $80/hr Based in the Dallas-Fort Worth area, this ... rights at every turn. We are seeking a skilled . NET Developer to play a key role in creating...reviews, write unit tests, and debug issues to ensure high -quality, stable applications. + Implement security measures to protect… more
- HUB International (Encino, CA)
- …Lines Account Manager II provides critical support to clients, manages a book of high net - worth clients, operating with the highest degree of ... North America and ranked 5th among the world's largest insurance brokers, our focus is dedicated to providing our...or equivalent combination of education & experience. + Private Client/ High Net - Worth experience required. Experience… more
- Guardian Life (Columbus, OH)
- …an expanded suite of products and solutions to help them achieve financial well-being. The High Net Worth Specialist is an integral part of Park Avenue ... to Guardian's traditional portfolio of individual life and annuity insurance products. Park Avenue Securities is Guardian's broker-dealer and...be responsible for growing sales of Park Avenue Securities High Net Worth solutions by… more
- HUB International (Encino, CA)
- …Lines insurance experience within a brokerage environment + Must have High Net - Worth /Private Client experience. Experience within the Entertainment ... North America and ranked 5th among the world's largest insurance brokers, our focus is dedicated to providing our...beyond, and you are fun to be around! + High School Diploma / GED; College degree strongly preferred.… more
- Sutherland Global Services (Columbus, OH)
- …your career development and work-life balance will be supported. We are now seeking a High Net Worth Wealth Management Business Underwriter to become one of ... the program guideline requirements. Specifically, this will include performing high quality jumbo residential mortgage file analysis, confirming the calculations… more
- Wipfli LLP (Minneapolis, MN)
- …in which they are practicing + Requires at 10+ years of job related experience + High Net Worth tax experience required + Requires prior accounting and/or ... and travel rewards. Voluntary benefit offerings include critical illness & accident insurance , hospital indemnity insurance , legal, long-term care, pet … more
- Charles Schwab (Newport Beach, CA)
- …services industry. You'll play a critical role in the operational success of the Ultra High Net Worth team, under the guidance of your Client Relationship ... leave and family building benefits + Tuition reimbursement + Health, dental, and vision insurance What's in it for you: At Schwab, we're committed to empowering our… more
- WTW (Houston, TX)
- …+ Identify and close potential cross-sell opportunities Client Management: + Maintain consistent / high quality touch points by phone and face to face with clients + ... and prospective clients + Develop new relationships with individuals responsible for insurance and risk management decisions + Obtain referral leads from existing… more
- Charles Schwab (Orlando, FL)
- …Senior Wealth Consultant at Charles Schwab you are responsible for providing high -touch service, on-going comprehensive guidance and advice to clients in the context ... planning, investment management, retirement planning, education planning, active trading, banking, insurance , and lending needs. + Manage a practice of primarily… more
- Wipfli LLP (Minneapolis, MN)
- …and travel rewards. Voluntary benefit offerings include critical illness & accident insurance , hospital indemnity insurance , legal, long-term care, pet ... insurance , ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location. Wipfli offers flexibility for many positions to be performed remotely; please… more
- HUB International (Ridgeland, MS)
- …The Personal Lines Account Manager will manage a book of Personal Lines including High net - worth /Private Client insurance business, while acting with ... HUB INTERNATIONAL:** HUB International Limited ("HUB") is the 5th largest global insurance and employee benefits broker, providing a broad array of property,… more