Results Found:
2
Job Postings
Business Insurance Agent
Category:
General Job Description
The Business Insurance Agent is a confident and self-motivated individual responsible for identifying and soliciting prospective new clients, preparing and presenting insurance options and proposals to prospective and existing clients, and responding to client needs throughout the client lifecycle. The Business Insurance Agent will establish, build and maintain business relationships with clients, carrier partners, vendors and centers of influence in the community. This individual
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Registered Client Associate
Category:
General Job Description:
The Registered Client Associate is a professional who provides support to the Financial Services Division. The individual in this position will provide account management, client service, assist with marketing initiatives, and be knowledgeable and proficient with related computer software. The Registered Client Associate provides operational assistance through practice management (organizes Financial Services team logistics, maintains contact management information systems, and
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