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 Associate Advisor
A company is looking for an Associate Advisor (Producer), Private Risk. ...
Private Risk Advisor
A company is looking for a Private Risk Advisor (Producer) to sell and renew insurance accounts while building client relationships. ...
Commercial Credit Analyst
A company is looking for a Commercial Credit Analyst responsible for underwriting and monitoring the Commercial Loan Portfolio. ...
Credit Operations Analyst
We are working with a leading financial consulting firm looking to add a Credit Operations Analyst for its' West Coast based investment client coverage. Knowledge of Term Loan, Revolving Lines of Credit, Delayed Draws and Capex and Acquisition Facilities. ...
ERP Business Analyst
The Senior ERP Business Analyst will optimize ERP systems, improve governance, and design data infrastructure to enhance business application performance. This role serves as a key liaison between business stakeholders and IT, primarily leveraging Microsoft Business Central ERP. Collaborate with sta...
Oracle Fusion ERP Business Analyst
Oracle Fusion ERP Business Analyst (Contract to Hire). We are seeking an experienced Oracle Fusion ERP Business Analyst with a strong background in data and systems integration, particularly focusing on General Ledger (GL) processes. Serve as the primary Business Analyst for Oracle Fusion ERP with a...
Financial Aid Advisor
Are you passionate about helping students achieve their educational dreams? Join our team as a Financial Aid Advisor! In this role, you will be the first point of contact for students seeking financial assistance. You will review, correct, and package financial aid student files, ensuring compliance...
HY Corporate Credit Research Analyst
My client, a global long only investment management firm in LA with ~$130bn AUM is looking to add a Corporate Credit Analyst to their growing team. This position will focus on research for HY Corporate Credit Products. Analyzing new issues and existing investments in the corporate credit space. ...
High Net-worth Financial Advisor (San Francisco)
As a Financial Advisor, you will play a pivotal role as a trusted financial confidant to your clients, leveraging a profound understanding of their values, lifestyle, and goals. Talent Focus is partnering with a distinguished international wealth management institution to identify an exceptional Fin...
Customer Service Representative
The Client Service Representative (CSR) answers the phone, differentiates between routine and emergency cases, schedules appointments, greets clients, admits and checks out patients, processes payments, manages financial information, and communicates information between clients and staff. Knowledge ...