Client Advisor: salario promedio en Lexington, KY 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...

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...

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...

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...

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...

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...

This is a salary plus commission opportunity! Direct Sales Associates will present. Our Direct Sales Associates connect with people and communities through door-to-door solicitation, prospecting new residential customers. Our Direct Sales Associates average between $75,000 to $100,000/year, but the ...

As a Fine Jewelry Sales colleague, you provide outstanding customer service in our Fine Jewelry and Watch Complex and create shopping experiences that make every customer feel welcomed and comfortable in the Jewelry and Watch Complex. This includes meeting sales goals, promoting our loyalty and warr...

Through a thorough understanding of Copart practices, the CSR offers solutions that aid and facilitate a unique customer ser Customer Service, Customer Service Representative, Representative, CSR, Retail, Automotive. The Customer Service Representative (CSR) provides exceptional customer service to ...

Pay Range: $12-$18 per hour (includes base pay + personal commissions)Key Responsibilities of a Sales AssociatePassion - Personally dedicated to being the best; conveys enthusiasm for the organization with a "can do" attitude; never gives up. Consistently meet deadlinesUse J&M sales tools to impleme...

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. ...

Responsible for analyzing account to aid and information to customers concerning billing issues, sign customer up for service, generating service orders, resolving complaints/ inquiries, and be able to communicate information back to the customer. Analyze, research, and document every account with d...

Rally House is a specialty retail store that carries all things local! Our stores are looking for passionate team members who are ready to share their love for their city and favorite professional and college teams! Join Rally House today and represent your city or your favorite team with an exclusi...

Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products. Provide prompt, acc...

In this role, you will actively engage with clients, confirm appointments, follow up with past and potential clients, distribute marketing materials, and keep clients engaged during wait times. We are looking for someone who thrives in a welcoming, customer service-oriented environment with. If you ...

Financial Crime Testing & Validation Senior Consultant. Crowe is looking for a detail-oriented individual to join our fast-paced Financial Services Financial Crime Compliance Testing team. Prior financial services internal audit consulting or financial services third line internal audit experience. ...

The Sales Associate is responsible for supporting Management in in promoting a customer and product-focused sales culture, where our values and guiding principles are at the forefront of all store operations, including ensuring a great customer experience and maximum profitability. Meets company sal...

During this stage of your journey, the Merrill Financial Solutions Advisor (Merrill FSA) will help provide you with the necessary training and guidance through a defined path to become the financial advisor you want to be. We're looking for the next generation of financial advisors-those with a pass...

Currently seeking a Service Advisor with minimum 2 years experience. Oversee service orders and flow of Drive Lane. Ensure that customers receive prompt, courteous, and effective service. Ensure the daily inventory of technicians' time is consistently sold to service customers. ...

Oversee service orders and flow of Drive Lane. Ensure that customers receive prompt, courteous, and effective service. Ensure the daily inventory of technicians' time is consistently sold to service customers. Answer technical questions about vehicle problems, warranties, services, and repairs. ...

As a Customer Service Representative, you'll support TurboTax customers with product and software inquiries, including downloading, logging in, basic navigation, importing documents, printing, filing, and fundamental tax questions. As a CSR, you'll play a crucial role in ensuring our customers have ...

We are seeking people who love to help customers overcome Financial technology challenges and who feel rewarded by driving high levels of customer satisfaction. Certified or ability to certify in Workday Financials Products and effectively deploy the solution. Demonstrates an understanding of Financ...

The Principal Financial Implementation Consultant will provide Workday product, industry, and implementation expertise by serving as an architect and advisor while ensuring the financial and accounting solutions alignment with other functional areas. As a Senior Functional Consultant, you will play ...