- HUB International (Wilmington, MA)
- …the United States, Canada and Puerto Rico. We currently have an opportunity for a ** Commercial Insurance Client Advisor - Management Liability ... insurance company underwriters at the direction of Director. **Specific Responsibilities** ** Client / Prospect** Identifies and advises insurance buyers and /… more
- M&T Bank (Worcester, MA)
- …lead and manage customer relationships to bring the full spectrum of investment and insurance solutions to each client based on their individualized needs. + ... **Overview:** Serves as an advisor to provide an advice-based approach to financial...of business. Actively solicits new and existing investments and insurance solutions from mass affluent customer segment, primarily Retail… more
- TD Bank (Gardner, MA)
- …this role. **Line of Business:** TD Wealth **Job Description:** The Transitional Financial Advisor (TFA) role is a three-year program with a draw, for financial ... financial goals and making investment recommendations aligned to their client 's goals. The role will serve as the central...and network to refer business to Retail and Small Business/ Commercial Partners + Executes in thorough manner that is… more
- World Insurance Associates, LLC. (Waltham, MA)
- …access to resources to help any client solve any challenge, including traditional commercial lines insurance , high net worth / private client , employee ... America and the UK World specializes in personal and commercial insurance , surety and fidelity bonding, employee...to clients + Must be willing to become each client 's trusted risk management advisor and bring… more
- TD Bank (Burlington, MA)
- …receive the complete on-boarding experience + Effectively partners with the Institutional Investment Advisor and CSAs to ensure every client receives an Annual ... entity prospects. The job also retains and grows the client base and total client relationship and...The IRM must focus on partnering skills with all Commercial , Corporate and Specialty Banking, Retail and TD Securities… more
- HUB International (Wilmington, MA)
- …and driving talent initiatives that support growth and operational excellence within assigned client groups. As a trusted advisor to senior leadership, you will ... you become part of the largest privately owned global insurance broker, providing a broad array of property, casualty,...and drive organizational effectiveness to our Operations & Small Commercial Lines of business. The ideal candidate is a… more
- Black & Veatch (Burlington, MA)
- …Sectors of Governments and Environment, Energy and Process Industries, and Connectivity, Commercial and Industry. You will engage as a national resource but will ... business solutions **Key Responsibilities** + Staying current on industry trends and client needs to inform growth strategies + Supporting the development and… more