6 client advisor jobs at 3 companies in Willards, MD

2mo
Save
Mark Applied
Hide
Private Client Advisor
Ocean City, Maryland, United States
HybridFull Time
Trucordia
Trucordia: Provides national commercial, personal, and employee benefits insurance solutions.
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
2mo
Save
Mark Applied
Hide
Private Client Advisor
Bethany Beach, Delaware, United States
HybridFull Time
Trucordia
Trucordia: Provides national commercial, personal, and employee benefits insurance solutions.
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
Save
Mark Applied
Hide
Private Client Advisor
Rehoboth Beach or United States
HybridFull Time
Trucordia
Trucordia: Provides national commercial, personal, and employee benefits insurance solutions.
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
3w
Save
Mark Applied
Hide
Client Advisor, Commercial Lines Small Business
Rio Grande or Mount Laurel
$65k-$120k/yr HybridFull Time
Marsh McLennan
Marsh McLennanNYSE: MRSH: Global professional services firm providing risk, strategy, and people solutions.
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
1mo
Save
Mark Applied
Hide
Financial Solutions Advisor Registration Candidate-Annapolis and Salisbury MD Area
Annapolis or Salisbury or Severna Park or Easton
$29-$34/hr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Ability to obtain required industry licenses and SAFE Act registration, experience building client relationships, sales aptitude, strong communication and time management.
1mo
Save
Mark Applied
Hide
Financial Solutions Advisor Registration Candidate-Annapolis and Salisbury MD Area
Severna Park or Annapolis or Salisbury or Easton
$29-$34/hr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
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.