40 client advisor jobs at 17 companies in Kentucky
1mo
Save
Mark Applied
Hide
1mo
Personal Lines Client Advisor
Bowling Green, Kentucky, United States
OnsiteFull Time
Houchens Insurance Group: Provides business insurance and employee benefits risk management services.
3+ YOE3+ years of related insurance experience (personal lines preferred); state insurance license required or obtainable within 90 days; ability to obtain industry designations; client service, renewal marketing, policy review, and carrier relationship skills.
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Remote client-facing sales/advising role guiding and educating interested clients; self-starter, competitive, coachable; interviews via Zoom; no cold outreach.
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.
Stock Yards BancorpNASDAQ: SYBT: Provides commercial and retail banking and wealth management services.
Provide client support to wealth advisors; manage accounts; communicate with clients; maintain compliance; proficient with Word/Excel; able to learn trust systems.
Raymond JamesNew York Stock Exchange: RJF: Provides wealth management, investment banking, and retail banking services.
3+ YOETrainee in an advisor mastery program; must obtain industry licenses (SIE, Series 7, Series 66, life/health/variable annuity) within timeframes; bachelor's preferred with sales experience; strong sales, client service, communication and CRM skills.
Northwestern Mutual: Provides life insurance, financial planning, and investment services.
Bachelor's degree, ability to obtain Life/Accident & Health, SIE, Series 6,7,63 licenses; client-building and relationship skills; entrepreneurial drive; legal authorization to work in the US without sponsorship.
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
3+ YOEBachelor's degree preferred, 3+ years relevant experience, FINRA Series 7 and 66 (or 63/65) and Life & Health insurance licenses required; strong client prospecting, financial analysis, and relationship management skills.
King Risk Partners: Provides comprehensive personal and commercial insurance and risk management.
Relationship-driven sales skills, self-motivated and coachable; backgrounds in B2B/outside sales preferred; no prior insurance experience required; strong communication and competitive mindset.
SephoraEuronext Paris: MC: Retailer of beauty products including cosmetics, skincare, and fragrance.
Retail experience providing excellent client service, strong communication and interpersonal skills, product knowledge, ability to lift up to 50 lbs, and availability for nights, weekends, and holidays.
Alabama or Arkansas or Arizona or Connecticut or Florida or Georgia or Iowa or Illinois or Idaho or Indiana or Kansas or Kentucky or Maryland or Minnesota or Missouri or Mississippi or Nevada or North Carolina or Ohio or Oklahoma or Oregon or Pennsylvania or South Carolina or Tennessee or Texas or Utah or Virginia or Washington or Wisconsin
$95k-$105k/yrRemoteFull Time
WalmartNYSE: WMT: Operates a global chain of hypermarkets, discount department stores, and grocery stores.
5+ YOE5+ years in CPG/retail analytics or related fields; experience with syndicated/retailer data; advanced PowerPoint and Excel; strong analytical, storytelling, and client communication skills.
Circana (IRI), NielsenIQ, Retail Link, Luminate, Stackline, 84.51°, Microsoft PowerPoint, Microsoft Excel, Microsoft Power BI, Tableau, SQL, Microsoft Power Query
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.
Central Pacific BankNYSE: CPF: Regional bank providing commercial and personal banking in Hawaii.
3+ YOERequires Series 7 and 66 (63/65), insurance license, and three+ years of investment sales experience; ability to service and grow client relationships.
Chicago or Louisville or New York City or Philadelphia
$90k-$120k/yrOnsiteFull Time
TruistNYSE: TFC: Offers personal banking, business lending, and investment management services.
5+ YOEBachelor's in business/finance, 5+ years working with affluent clients and lending, Series 7/66 (or completion within 90 days), SAFE/NMLS compliance within 30 days, Microsoft Office proficiency, occasional travel.
Maysville Auto Repair: Local full-service auto repair and vehicle maintenance shop.
Provide customer-focused vehicle intake, explain needs and recommendations, prepare accurate repair estimates, communicate with technicians, and build long-term client relationships.
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.