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Senior-level insurance producer responsible for driving revenue through prospecting, client advisory, and market engagement. Builds pipelines, designs commercial and benefits insurance solutions, leads executive-level consultative discussions, leverages carrier relationships, and partners with internal teams to deliver and retain complex mid-to-large market programs.

The Sales Enablement Specialist will support internal referrals, manage pipelines, and assist in commercial risk management, while developing external relationships.

The Commercial Risk Advisor sells and renews insurance accounts, builds client relationships, presents proposals, and meets monthly business goals.

The Employee Benefits Advisor sells new and renews existing accounts, builds client relationships, presents proposals, and meets sales goals while adhering to firm policies.

As a Senior Advisor, you will manage client relationships, provide comprehensive financial planning, and construct investment portfolios aligned with client goals while adhering to fiduciary standards.

The Employee Benefits Advisor sells and renews insurance accounts, builds client relationships, finalizes sales, and communicates effectively with clients and service teams while meeting monthly goals.

The Private Risk Advisor sells and renews insurance accounts, builds client relationships, communicates effectively, and achieves monthly business goals.

The Insurance Advisor makes and receives calls to assess client insurance needs, suggesting products to close sales, while maintaining accurate client interactions.

The Finance Manager oversees financial operations, manages risks, conducts financial analysis and reporting, supports strategic decisions, and leads budgeting and forecasting processes.

The Advisor is responsible for selling and renewing insurance accounts, building client relationships, and achieving new business goals while adhering to firm policies.