14 client advisor jobs at 9 companies in Georgetown, KY
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Personal Lines Client Advisor
Lexington, Kentucky, United States
OnsiteFull Time
Houchens Insurance Group: Provides business insurance and employee benefits risk management services.
3+ YOE3+ years related insurance experience (personal lines preferred). Must hold or obtain state insurance license within 90 days and be able to obtain industry designations; strong client service, renewal marketing, policy processing, and carrier relationship skills.
Nuvant Consulting Group: Provides strategic business consulting and personalized financial advisory services.
Client-facing advisor with strong communication and interpersonal skills; high school diploma or college preferred; consultative or client-facing experience preferred.
TIAA: Provides retirement and financial services for academic and non-profit sectors.
3+ YOE3+ years experience, university degree preferred, FINRA Series 7/63/65/66 required within 120 days, strong client relationship and sales skills, investment research and retirement planning experience.
Fifth Third BankNASDAQ: FITB: Provides retail, commercial, and wealth management financial services.
5+ YOEBachelor's or equivalent, 5-7 years sales/client service experience in financial services, required state life and health insurance licenses, S.A.F.E. Act (NMLS) registration, CFP/CFA/CPWA preferred (required within 24–36 months), strong communication and sales skills, proficiency with Word/Excel/PowerPoint and CRM.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, CRM
Kohl'sNYSE: KSS: Kohl's is an American omnichannel department store retailer.
Passion for beauty, client-facing retail experience, strong communication, flexible availability for days/nights/weekends/holidays, ability to lift up to 50 lbs and perform physical tasks.
Kohl'sNYSE: KSS: Kohl's is an American omnichannel department store retailer.
Client-facing retail experience, passion for beauty, strong communication, flexible availability (days/nights/weekends/holidays), ability to lift up to 50 lbs, complete required training and follow visual/operational standards.
Kohl'sNYSE: KSS: Kohl's is an American omnichannel department store retailer.
Authentic passion for beauty, client-facing retail/service experience, strong written and verbal communication, flexible availability for days/nights/weekends/holidays, basic math and computer skills, ability to lift up to 50 lbs.
Kohl'sNYSE: KSS: Kohl's is an American omnichannel department store retailer.
Passion for beauty, client-facing retail experience, strong communication, availability for days/nights/weekends/holidays, ability to lift up to 50 lbs, basic computer and math skills.
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
5+ YOEBachelor’s degree; 5+ years Defined Contribution client service; ASPPA credentials preferred; expertise in nondiscrimination testing and plan design; EPCRS knowledge; strong communication and collaboration.