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

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

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

The Associate Advisor will learn insurance products and client management while developing a book of business through training and mentorship, focusing on sales and retention.

The Commercial Risk Client Executive manages complex commercial accounts, develops consultative relationships, and educates clients on risk and insurance options.

The Associate Advisor role involves gaining insurance knowledge, generating new business, and retaining clients through training and mentorship while participating in sales meetings and presentations.

The Director of Sales will develop sales strategies, manage a sales team, maintain client relationships, and ensure regulatory compliance in the insurance sector.

Oversee operational processes within the Employee Benefits segment, ensuring service excellence and compliance while collaborating with cross-functional teams.

The Product Manager will oversee the Stratus platform, lead product strategy and delivery, enhance advisor workflows, manage integrations, and engage with stakeholders to ensure successful product launches.