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Investment Consultant

CT - Glastonbury, MD - Hunt Valley, PA - Philadelphia, PA - Pittsburgh, VA - Falls Church, DC - Washington, WA - Seattle Job ID: 29226 Posted 28-May-2025
General Description:  This position is responsible for providing institutional consulting services to retirement plan clients. The ideal candidate should be able to analyze and interpret capital market and economic events/trends, as well as evaluate investment performance versus relevant...

CL Sr Account Rep

MA - Needham, MA - Woburn, MA - Braintree Job ID: 30257 Posted 27-May-2025
General Description:  Assist Sales Executive and Account Manager in service and retention of Commercial clients and gain exposure to Account Management job activities. Responsibilities:Provides internal assistance to 2-4 Commercial Lines Account Managers.Processes client policies,...

Commercial Lines Account Executive

NY - New York Job ID: 30287 Posted 27-May-2025
General Description:  Manage 20 to 30 large and/or complex Commercial Lines insurance accounts as the day-to-day client contact. Activities include new and renewal marketing, fielding questions and requests and coverage review. Assist Sales Executives team and provide guidance to...

Insurance Placement Specialist

NY - White Plains Job ID: 29612 Posted 27-May-2025
General Description: This position is responsible for independently managing the marketing/placement of new account opportunities (small business) with partner insurance carriers. Responsible for providing support to Select Commercial producers as a resource for negotiating carrier coverages and...

PRS Sr Premier Client Advisor

KS - Wichita, NE - Omaha, UT - Salt Lake City, MN - Bloomington, WY - Cheyenne, KS - Overland Park, CO - Denver Job ID: 30277 Posted 27-May-2025
General Description:  Responsible for independently and proactively managing of assigned Premier in Client Tiers 2 and 3 (HNW & Affluent). Activities include, but not limited to renewal marketing, handling client questions and requests, completing an annual client review with thorough...

Senior Consultant

CT - Glastonbury Job ID: 30306 Posted 27-May-2025
General Description: Responsible for building and maintaining strong client relationships. Ensure compliance with regulatory requirements and drive business growth.  Responsibilities:Oversee and manage complex record-keeping projects. Ensure timely and accurate deliverables.Develop...