- World Insurance Associates, LLC. (Irvine, CA)
- …advisory and retirement plan services, and payroll & HR solutions. Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's ... America and the UK World specializes in personal and commercial insurance , surety and fidelity bonding, employee...prospect, and cultivate new business, with a focus on commercial accounts + Engage in all sales … more
- BMO Financial Group (Woodland Hills, CA)
- …65 Licenses OR FINRA Series 7 & 66 licenses. + Life and Health Insurance Producer 's License. + Completed LTC Continuing Education Requirements. + Strong working ... interest of the customer. Determines client needs and provides solutions though the sales of managed products and services (eg mutual funds, mutual fund wrap… more