Top Senior Level Office Manager Jobs in Dallas, TX

The Placement Executive is responsible for developing client relationships, assessing client needs, and negotiating insurance coverage plans. They will market complex client business, maintain knowledge of the insurance marketplace, and work closely with advisors and underwriters to ensure client satisfaction. This role requires strong communication, negotiation skills, and a thorough understanding of insurance products.

The Mortgage Loan Officer is responsible for assisting clients with loan programs, preparing necessary information for underwriting, monitoring the mortgage process, and maintaining a strong pipeline through networking and prospecting with various professionals.

The Manager of Virtual Advice leads a team of licensed advisors to enhance client relationships and drive sales. Responsibilities include coaching, managing performance, conducting business planning, onboarding, facilitating career development, and promoting a high-performance culture. The manager ensures effective implementation of advice strategy while collaborating with key stakeholders.