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Client advisor • usa

Last updated: 4 days ago

Private Client Advisor

TrucordiaAnnapolis, Maryland, United States
Full-time

Reports To: VP of Sales/Market Leader.Meets established sales quotas on monthly, quarterly, and annual basis.Utilizes Trucordia sales and marketing tools to execute results-oriented activities such... Show more

Client Advisor

StifelSan Francisco, CA, US
Full-time

We are seeking a highly skilled and experienced Client Advisor to join our team.The ideal candidate will possess a strong background in financial planning and client management.The Client Advisor m... Show more

Client Advisor

RoofingSourceNiles, IL, US
Full-time
Quick Apply

Client Advisor is not required to bring roofing or construction experience, and can be trained.This role suits an organized, energetic professional who thrives in a dynamic environment and wants to... Show more

Client Success Advisor

SiteCareAtlanta, GA, US
Full-time
Quick Apply

About SiteCare SiteCare is a managed WordPress services company serving mid-market and Enterprise clients.Our clients rely on us for hosting, website management, security, performance, accessibilit... Show more

Client Advisor

Carlock Chrysler Dodge Jeep Ram of TupeloSaltillo, Mississippi, United States
Full-time

This is your opportunity to be part of a.Greet and assist customers in finding the right vehicle for their needs.Build lasting relationships by delivering.Guide customers through the buying process... Show more

Client Advisor

BurberrySanta Clara, California, US
$25.00–$25.75 hourly
Full-time

At Burberry, we believe creativity opens spaces.Our purpose is to unlock the power of imagination to push boundaries and open new possibilities for our people, our customers and our communities.Thi... Show more

Client Advisor

Carlock Volkswagen of North NashvilleNashville, Tennessee, United States
Full-time

Join the Team That’s Redefining What a Car Dealership Can Be.If you’re ready to put your sales career in the fast lane, Volkswagen of North Nashville isn’t just another dealership — it’s.We’re buil... Show more

Client Support Advisor

Soble PLCFarmington Hills, MI, US
$20.00 hourly
Full-time +1

Do you have an interest in real estate and the law? Do you like to help people solve really interesting problems? We are known for helping clients protect and secure their property and contract rig... Show more

Client Travel Advisor

Camirand TravelLas Vegas, NV, United States
Remote
Full-time
Quick Apply

Do you have a passion for travel and enjoy helping others plan unforgettable vacations? We are seeking motivated, customer-focused individuals to join our team as Remote Travel Sales Consultants.In... Show more

Sales Client Advisor

Porsche JacksonJackson, Mississippi, United States
Full-time

If you’re ready to kick your sales career into overdrive, now is the perfect time to join our team of automotive sales professionals.This is an opportunity for you to turn your sales skills, excell... Show more

WFH Client Advisor

AO Globe LifeEl Cajon, CA, US
Remote
Full-time
Quick Apply

AO Globe Life is hiring professionals—especially veterans and those with a service mindset—who are ready to transition into a meaningful remote career with long-term growth.If you&#8217... Show more

Client Advisor

Harrison National Employment, LLC (Archwell Holdings, LLC)Conshohocken, PA, US
Permanent
Quick Apply

Training & Licensing Provided | Pre-qualified Affiliate Company Leads.Conshohocken, PA is launching a new business focused on serving the homeowner’s and auto insurance needs of our affili... Show more

Client Solutions Advisor

Couvillier AdvisorsNashville, TN, US
$60,000.00 yearly
Full-time

Shape Your Future – While Helping Others Shape Theirs.Hiring only in Louisiana, Texas, and Tennessee.Are you self-disciplined, coachable, and passionate about making a difference?.If so, Couv... Show more

Client Advisor

GpacAkron, Ohio, United States
Full-time
Quick Apply

Client Advisor to join their tight-knit team.If you're ready to take your financial career to new heights and make a significant impact on people's lives, this amazing opportunity is just for you!.... Show more

Client Advisor

World Insurance Associates LLCSioux Falls, SD, US
$200,000.00 yearly
Full-time

World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk... Show more

Client Advisor #2241

Pivotal Talent SearchLos Angeles, CA, United States
Full-time

Prefer candidates candidates that speak Korean, Japanese or Mandarin.Welcomes clients warmly and ensures a professional environment.Engages clients to assist, respond to inquiries, and provide expe... Show more

Client Solutions Advisor

Prosperity Tax AdvisorsTampa, Florida, United States
Full-time

Unlimited Earning Potential | Performance-Based Pay | Build Your Own Wealth.We're not in the business of just filing tax returns—we're in the business of.Our firm is obsessed with proactive tax and... Show more

Client Service Advisor

The Chamberlin GroupSt. Louis, MO, US
Full-time
Quick Apply

Client Service Advisor 📍 St.Louis, MO | 💵 $70K-$90K base + 20% bonus potential| 🕒 Full-time The Chamberlin Group is seeking a financial services professional with a focus on... Show more

Client Sales Advisor

Stratford DavisNewark, NJ, us
Full-time
Quick Apply

We are actively growing its remote sales team and is seeking driven individuals who are ready to build a meaningful and financially rewarding career.This opportunity allows you to work from home wh... Show more

Client Protection Advisor

Meron Financial AgencySt. George, Utah, United States
$50,000.00 yearly
Full-time +2

Are you working hard but not getting paid what you're worth? Or maybe you're earning well but sacrificing your time, freedom, and peace of mind?.We're not just building careers—we're building ... Show more

Private Client Advisor

Private Client Advisor

TrucordiaAnnapolis, Maryland, United States
20 days ago
Job type
  • Full-time
Job description

Job Description

Reports To: VP of Sales/Market Leader

Duties and Responsibilities:

  • Meets established sales quotas on monthly, quarterly, and annual basis.
  • Utilizes Trucordia sales and marketing tools to execute results-oriented activities such as cold calls, in-person appointments, and prospect presentations to close new business.
  • Acts as subject matter expert to master chosen area of focus for highest probability of long-term success.
  • Continually manages a book of business to support high renewal rates.
  • Collaborates with Client Service to analyze renewal business and place new business accounts.
  • Follows Trucordia sales methodologies and best practices, including proper use of Trucordia tools and sales management platform.


Qualifications

  • State-issued Property and Casualty or Life and Health Insurance Producer License.
  • 4-year Degree in Business Management, Sales, Entrepreneurship, Marketing or related area of study.
  • 2-5 years in an insurance sales role
  • Proficiency with professional programs such as Microsoft Suite and Salesforce.
  • Demonstrated skills in analytics and internal/external communication.



Additional Information

Please see our company Benefits:

  • Medical, Dental, Vision
  • Life Insurance and AD&D
  • FSA / HSA
  • Accident
  • Critical Illness
  • Hospital Indemnity
  • Supplemental Health Insurance
  • EAP
  • Pet Insurance
  • 11 Paid Holidays
  • Flexible PTO
  • 401K

Trucordia Insurance Services, LLC and its affiliates (collectively, the “Company”) is aware of scams involving false offers of employment with the Company. The false offers use fake websites, email addresses, group chats and text messages. The Company does not (a) interview prospective candidates via instant message or group chat; (b) request banking or credit card information during the interview process; or (c) require candidates to purchase products or services or process payments on its behalf as a condition of any employment offer.

Trucordia is an equal opportunity employer. We believe that every employee has the right to work in an environment that is free from all forms of discrimination. It is our policy that all decisions involving any aspect of the employment relationship such as hiring, compensation and training, promotions, transfers, discipline, and termination will be based on merit, qualifications, and abilities. Such decisions will be made without regard to age, ancestry, color, race, national origin, disability, protected medical condition, genetic information, military service, veteran status, citizenship status, religion, creed, sex, gender, gender identity, sexual orientation, pregnancy, childbirth, marital status, or any other condition, characteristic or activity protected by law. Discrimination based on any of these factors is contrary to our operating philosophy. Attention Recruitment Agencies: Trucordia does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered property of Trucordia, and we will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting Trucordia's Talent Acquisition Department.