A company is looking for a Private Risk Advisor (Producer) to sell and renew insurance accounts while building client relationships.
Key Responsibilities : Present proposals and review coverages with clientsDevelop prospects through networking and community involvementMaintain knowledge of the insurance industry and underwriting criteriaRequired Qualifications : All necessary state insurance licenses or willingness to obtain within 90 daysNo specific certifications requiredIntermediate to advanced knowledge of Microsoft Office SuiteAbility to learn firm-specific software systems
Private Risk Advisor
A company is looking for a Private Risk Advisor (Producer) to sell and renew insurance accounts while building client relationships. ...
Intern- Risk Analyst, Model Risk Management
Risk Analyst Intern, Model Risk Management. Zions Bancorporation has an excellent opportunity available for a Risk AnalystIntern in our Corporate Risk Department. Paid Summer Internship - Model Risk Management. Models could relate to credit risk, accounting valuations, interest rate risk, and other ...
Asset & Wealth Management - Operations - PWM Data Aggregation - Analyst
Asset & Wealth Management - Operations - PWM Data Aggregation - Analyst. Verify vast amounts of data between multiple systems and data feeds for informational integrity. Perform Checks to Ensure Data Integrity and Availability. Conducting reoccurring control checks to identify and research data anom...
Risk - Operations - Credit Risk - Analyst
Risk - Operations - Credit Risk - Analyst. Risk - Operations - Credit Risk -. ...
Senior Risk Management Analyst
Risk Management Analyst to assess and evaluate risks while implementing processes to protect the organization and its customers. ...
Financial Customer Service Representative
Position: Financial Customer Service Representative. Client Support Service Professionals handle incoming phone calls regarding various service inquiries on client accounts. In this role, you will be assisting working for a Fortune 500 Financial Giant handling incoming calls and providing account se...
Compliance & Risk Analyst
The Compliance and Risk Analyst will be responsible for building out policies and procedures, testing controls, and conducting periodic evaluations to ensure adherence to regulatory requirements and organizational policies. ...
Hybrid Remote Financial Analyst
The Financial Analyst will be responsible for Financial Planning and Analysis (FP&A) and report to the Senior FP&A Analyst on the following:. Fluent in spreadsheets (Excel and GSheets), financial analysis, financial modeling and familiarity with Google Slides and Docs. Able to export data from suppo...
Financial Advisor
Position Overview: Financial Advisor (No Prospecting Required). George, UT is a prominent leader in financial planning and wealth management. We are dedicated to guiding clients through every step of their financial journey, offering a full spectrum of services, including income strategies, wealth m...
Customer Service Representative / Financial Advisor
Title: Customer Service Representative / Financial Advisor. Required Qualifications: 2+ years of experience in Customer Service, Financial Services or Contact Center, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education. ...