Client Advisor: Average Salary in Kentucky in 2024

Maintain a minimum of 95% retention of Client Accounts by pro-active client engagement including the contacting clients that have moved business by Broker of Record letters to determine why business was lost by USI. Complete USI New Business Process for new clients, including establishing a communic...

As a Client Advisor, you'll build relationships with clients, educate them about life insurance, and provide exceptional customer service. We're a supportive community of professionals committed to helping clients secure their futures. You will be integral in helping clients find life insura...

About the Role: As a Client Advisor, you'll build relationships with clients, educate them about life insurance, and provide exceptional customer service. The Dyal Agency is searching for compassionate and driven individuals to join our team as Remote Client Advisors. Key Responsibilities: Client En...

As a Client Advisor, you'll build relationships with clients, educate them about life insurance, and provide exceptional customer service. We're a supportive community of professionals committed to helping clients secure their futures. You will be integral in helping clients find life insura...

Maintain a minimum of 95% retention of Client Accounts by pro-active client engagement including the contacting clients that have moved business by Broker of Record letters to determine why business was lost by USI. Complete USI New Business Process for new clients, including establishing a communic...

Job Duties: Setting Appointments: 6-8 hours per week: reaching out to potential clients that have previously requested coverage with our company and scheduling a time to meet with them to discuss their mortgage protection coverage. Research: 4-5 hours per week: digging into the information the clien...

About the Role: As a Client Advisor, you'll build relationships with clients, educate them about life insurance, and provide exceptional customer service. The Dyal Agency is searching for compassionate and driven individuals to join our team as Remote Client Advisors. Key Responsibilities: Client En...

Job Duties: Setting Appointments: 6-8 hours per week: reaching out to potential clients that have previously requested coverage with our company and scheduling a time to meet with them to discuss their mortgage protection coverage. Research: 4-5 hours per week: digging into the information the clien...

Prepares, submits and manages tax statements and returns for businesses and clients. Create and return statements and documents to clients by set deadlines. Identify areas where clients and businesses can reduce tax, make claims and increase profit. Engage regularly with clients and maintaining stro...

The Client Advisor is responsible for prospecting, soliciting, quoting and selling new Life, Health and Employee Benefits Accounts. Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and indiv...

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners. Morgan Chase, we have an en...

The Wealth Advisor serves as the primary point of contact for wealth clients, responsible for managing existing relationships and developing new client connections. This role requires a deep understanding of the client's financial and family situation to create a tailored, goals-based investment man...

The Wealth Advisor is responsible for maintaining existing Wealth relationships and developing new client relationships: they will have Tier 1 relationships that will be transitioned to them that they will need to service and maintain. A client is looking for an experienced Wealth Advisor to join th...

The Wealth Advisor is responsible for maintaining existing Wealth relationships and developing new client relationships: they will have Tier 1 relationships that will be transitioned to them that they will need to service and maintain. A client is looking for an experienced Wealth Advisor to join th...

Are you an experienced Financial Advisor seeking an opportunity to serve your clients better?. At Prudential Advisors, we can offer you more: More support, more clients, more compensation, and more client satisfaction. ...

Any unsolicited resumes or candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial Group are considered property of Lincoln Financial Group and are not subject to payment of agency fees. Requisition #:** 73822**The Role at a Glance**We are ...

Customer Service Representatives at Sam's Club ensure that customers have a pleasant shopping experience. Provide information to customers on products and services. Ensure customer satisfaction and provide professional customer support. Experience in customer service or retail preferred. ...

Helps in the unloading of merchandise from delivery trucks, organizes merchandise Customer Service Representative, Customer Service, Representative, Customer Engagement, Retail. Provides customer engagement in positive and approachable manner. Assists in maintaining a clean, well-stocked store for c...

The Alterations Customer Service Representative (CSR) is a critical role for the successful operation of the Alterations department and completing tasks that contribute to providing superior customer service. Responsible for providing an exceptional service experience to multiple customers at one ti...

River Hill Drive [Sales Associate / Team Member] As a Retail Sales Associate at PetSmart, Inc. ...

At other brands, you might see similar roles called Sales Associate. Job Status: Part-TimeWarby Parker is searching for a well-rounded Sales Advisor to help us deliver the best possible service to each and every one of our customers. ...

Mobile Associates (MA) work as a member of a Retail Team of Experts to bring the T-Mobile brand to life. This role is a learning role, where new associates are working with their team and proactively building skills and proficiencies, in preparation for the next level up as a Mobile Expert. As a Mob...

AutoZone's Full-Time Senior Retail Sales Associate drives sales through superior customer service by exceeding customer expectations and providing a WOW! Customer Service experience. While assisting customers, the Senior Retail Sales Associate will perform daily assigned duties and remain compliant ...

At other brands, you might see similar roles called Sales Associate. Warby Parker is searching for a well-rounded Sales Advisor to help us deliver the best possible service to each and every one of our customers. Communicate Warby Parker's values and brand philosophy on the sales floor. ...

GPM Investments - JobID: 228136 [Sales Associate / Team Member] As a Sales Associate at GPM Investments, you'll: Greet customers in a friendly manner as they enter the store; Ring customer sales using an electronic cash register; Assist with shift change by counting money in cash drawer at the begin...