16 client advisor jobs at 10 companies in Harrington, DE
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Private Client Advisor
Ocean City, Maryland, United States
HybridFull Time
2+ YOEState-issued Property & Casualty or Life & Health producer license, bachelor's degree in business-related field, 2+ years insurance sales experience, proficiency with Microsoft Suite and Salesforce, strong analytics and communication skills.
Microsoft Suite, Salesforce
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Private Client Advisor
Annapolis, Maryland, United States
HybridFull Time
2+ YOERequires state-issued Property & Casualty or Life & Health producer license, 4-year degree in business-related field, 2+ years insurance sales experience, proficiency with Microsoft Suite and Salesforce, and strong analytics and communication skills.
Microsoft Suite, Salesforce
2mo
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Private Client Advisor
Stone Harbor, New Jersey, United States
HybridFull Time
2+ YOEState-issued Property & Casualty or Life & Health Insurance Producer License; 4-year degree; 2–5 years sales experience; proficiency with Microsoft Office and Salesforce.
Microsoft Office, Salesforce
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Private Client Advisor
Bethany Beach, Delaware, United States
HybridFull Time
2+ YOEState-issued Property & Casualty or Life & Health producer license, 4-year bachelor\u0002s degree, 2+ years insurance sales experience, proficiency with Microsoft Suite and Salesforce, strong analytics and communication skills.
Microsoft Suite, Salesforce
2mo
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Private Client Advisor
Rehoboth Beach or United States
HybridFull Time
2+ YOELicense: State-issued P&C or Life/Health; 2-5 years insurance sales; 4-year degree in Business/Sales/Marketing; proficient in Microsoft Suite and Salesforce; strong analytics and communication.
Microsoft Office, Salesforce
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Work From Home - Client Benefits Advisor
Bear, Delaware, United States
RemoteFull Time
Self-starter, competitive and coachable individual able to guide and educate interested clients remotely and take ownership of income and growth.
Zoom
3w
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Client Advisor, Commercial Lines Small Business
Rio Grande or Mount Laurel
$65k-$120k/yr HybridFull Time
Active Property & Casualty license, experience managing commercial small business accounts, knowledge of coverages/renewals, strong communication, analytical and organizational skills, and proficiency with Microsoft Office and agency systems.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, web browser, agency management system
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Associate, Client Service
Annapolis, Maryland, United States
$50k-$78k/yr OnsiteFull Time
Supports advisor teams with account onboarding, custodial account maintenance, asset movements, and client communication; requires strong Microsoft Office and CRM skills and relevant financial services experience.
Microsoft Office Suite, CRM
3w
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Financial Advisor
Annapolis, Maryland, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree; obtain SIE, Series 6, 7, 63 and life/accident & health certifications; relationship-building, client acquisition, licensing, and entrepreneurial skills; US work authorization required.
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Part-Time Beauty Advisor - Sephora
Millville, New Jersey, United States
$17-$22/hr OnsitePart Time
Passion for beauty, client-facing retail experience, strong communication, flexible availability for days/nights/weekends/holidays, ability to lift up to 50 lbs.
2w
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Eastern Shore Energy Advisor - Temporary
Cambridge or Salisbury or Easton
HybridFull Time
1+ YOEBachelor's degree or equivalent, 1+ years sales/outreach experience, valid driver’s license and insurance, MS Office proficiency, strong presentation and client-service skills, willingness to travel within Delmarva service territory.
Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, Microsoft Excel
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Financial Advisor - Dover Federal Credit Union
Dover, Delaware, United States
$50k-$80k/yr OnsiteFull Time
3+ YOERequires Series 7 and a securities registration (Series 66 or 63/65), insurance license, and a minimum of three years of investment sales experience; strong communication and client-development skills.
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Financial Advisor - Dover Federal Credit Union
Dover, Delaware, United States
$50k-$80k/yr OnsiteFull Time
3+ YOESeries 7 and 66 (or 63/65), insurance license, 3+ years investment sales experience; ability to service and build a client book; securities/insurance licenses will be held by LPL.
3w
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Financial Solutions Advisor - Eastern Shore/ Salisbury area Market
Annapolis or Salisbury or Easton
$70k-$80k/yr OnsiteFull Time
1+ YOESeries 7 and 66 (or 63/65), 1+ year investments experience, 1+ year financial services or sales experience, high school diploma/GED, SAFE Act registration when originating mortgages, strong client communication and regulatory diligence.
3w
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Financial Solutions Advisor Registration Candidate-Annapolis and Salisbury MD Area
Annapolis or Salisbury or Severna Park or Easton
$29-$34/hr OnsiteFull Time
Ability to obtain required industry licenses and SAFE Act registration, experience building client relationships, sales aptitude, strong communication and time management.
3w
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Financial Solutions Advisor Registration Candidate-Annapolis and Salisbury MD Area
Severna Park or Annapolis or Salisbury or Easton
$29-$34/hr OnsiteFull Time
1+ YOEObtain required industry licenses including SAFE Act registration; high school diploma or GED; ~1 year financial services or sales experience preferred; strong client relationship, communication, and time-management skills.
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