6 client advisor jobs at 3 companies in Willards, MD
2mo
Save
Mark Applied
Hide
2mo
Private Client Advisor
Ocean City, Maryland, United States
HybridFull Time
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.
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.
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.
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
Financial Solutions Advisor Registration Candidate-Annapolis and Salisbury MD Area
Annapolis or Salisbury or Severna Park or Easton
$29-$34/hrOnsiteFull Time
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.
Financial Solutions Advisor Registration Candidate-Annapolis and Salisbury MD Area
Severna Park or Annapolis or Salisbury or Easton
$29-$34/hrOnsiteFull Time
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.