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The Account Manager manages client accounts, maintaining communication, preparing proposals, and overseeing the renewal process while building client relationships.

The Private Client Sales Consultant advises clients on financial planning, manages relationships, and delivers tailored wealth management solutions.

The VP of Advanced Concepts and Training leads life insurance strategy education, creates training programs, and engages with financial professionals to enhance understanding and application of advanced insurance concepts.

The Account Executive fosters client relationships, manages benefit plans, negotiates with carriers, ensures compliance, and oversees client deliverables.

The Account Executive manages client accounts, conducts data analysis using Excel, supports consultants, and develops health benefit benchmarking reports. Must have strong communication and project management skills.

The Wealth Planner assists clients with financial planning, including support for wills, trusts, and overall financial wellness, while gaining experience working with senior advisors.

The Senior Account Manager services client accounts, manages renewals, communicates with clients and carriers, and maintains relationships. They support Advisors and Account Executives in account management and often lead client meetings.

The Senior Compliance Officer ensures compliance with FCA regulations, provides advisory support, manages compliance risks, and maintains internal audit processes, fostering relationships within the organization and with external regulators.

As an Account Executive in the Personal Lines division, you'll manage client relationships, negotiate insurance terms, and provide industry insights.

Manage commercial insurance accounts for small and mid-sized enterprises, providing client support, developing marketing strategies, and maintaining relationships with clients and insurance representatives.