Broker Salary at Estately Inc BETA

Job Description: Our well-established and growing financial firm is seeking to add an Investment Advisor Representative to our Team! The Investment Advisor Representative will have the opportunity to meet one on one with company leads from seminars and referrals as well as existing clients. No marketing or prospecting required! The ideal candidate for this role will be someone who enjoys building relationships and who knows how to follow through while providing superior client service; always putting the clients first. This position is for our Kirkland and Bothell, WA office locations. Responsibilities • Help families by preparing, presenting, and implementing customized retirement plans (B.O.S.S. Retirement Blueprints) • Assist clients with annuities, life insurance, long-term care & managed portfolios • Provide financial planning advice to include investment, insurance & retirement • Develop, manage, and retain strong client relationships • Meet individual and team goals through foll

About Us: Hughes Marino is a global corporate real estate advisory firm that has represented companies on tens of thousands of projects, helping them develop and execute on winning corporate real estate strategies. We specialize in representing occupiers of real estate in lease negotiations and structuring, owner user acquisitions, construction and project management, portfolio management, lease auditing, lease administration, capital markets, and facility management. We are proud to be one of the most award-winning companies in the country, having been named the #1 Best Place to Work in the Nation by Fortune magazine, #2 Top Company Culture in the Nation by Entrepreneur, and the #1 Best Place to Work by local business journals in many of our office locations. For more information on Hughes Marino’s dynamic culture, please visit our Hughes Marino blog, Instagram, Facebook, and Twitter. The Role: We are searching for an extremely talented corporate real estate broker to be a valued memb

Job Description Job Description We are looking for an Outside Sales Account Executive who knows how to connect. The ideal person will have proven experience building new relationships, sustaining, and enhancing existing relationships, and ensuring a high degree of satisfaction. The Outside Sales Account Executive will be a proactive member of our sales team, and the key to Angel Oak Mortgage Solution’s acquisition of a wide variety of residential mortgage loan products and services through the Company's extensive business-to-business network of correspondents and brokers. Principal Accountabilities: Plan, develop, and execute sales strategy to meet established goals in assigned territory. Secure new and maintain current relationships with licensed mortgage brokers. Solicit, build, and maintain mortgage broker and mortgage banker relationships. Responsible for establishing new business, developing current business relationships, and ensuring brokers satisfaction. Regularly secures new C

Are you a strategic sales leader with deep expertise in the healthcare and ancillary insurance industry? Our client is looking for a Head of Sales to lead and drive broker and customer go-to-market strategies. This role is ideal for a results-driven professional who excels in leadership, market expansion, and revenue growth. About the Role: As the Head of Sales, you’ll be responsible for developing and executing large group sales strategies, mentoring a high-performing team, and cultivating strong relationships with key clients, brokers, and stakeholders. This position requires a strong balance of sales expertise, market insights, and leadership to manage both people and business processes effectively. Key Responsibilities: Sales Strategy & Execution: Develop and implement go-to-market strategies for middle market and large group sales to exceed business objectives. Team Leadership & Development: Lead, coach, and recruit a high-performing sales team, fostering a culture of success. Per

We are seeking a qualified P&C licensed mid market and national accounts Construction Senior Account Executivefor a private national broker that can be housed hybrid out Seattle. P&C Mid Market and Larger Accounts Construction and Real Estate Account Executive role. Our Property & Casualty AE provide high-quality service to our clients. In the Mid Market and National Accounts space, they work to ensure satisfaction by balancing the quality of service and speed of response. Description: Maintains and enhances agencies relationships with existing Clients by executing proactive, creative, and on-going contact initiatives (Book is approx $1.5-2 M in revenue) Works at a strategic level with mid market large and complex Clients (Accounts range in 50k-500k in revenue) Provide strategic planning and consulting advice to clients including the production of Requests for Proposal, coordination of vendor responses, analysis and comparison of RFP responses, and preparation of a client report with r

Position Summary: The AB primarily assists the broker team by marketing basic submissions/accounts, servicing active and expired policy files, and meeting the day-to-day needs of retail clients; all in accordance with established Brown & Riding values, goals, and procedures. Essential Functions: Manage the marketing of basic accounts by preparing submissions, approaching carriers for quotes, and negotiating coverage; requiring little to no support from senior members of the team for the majority of accounts. Starting to develop skills in marketing/handling complex accounts/situations with assistance from senior members of the team. Meet and exceed client expectations throughout the submission process by managing client coverage goals, priorities, and overall expectations with minimal input from the Broker and other senior members of the team. Solicit timely and substantive responses to submissions and effectively negotiate pricing and terms with underwriters, providing frequent and tra

Position Summary: Assist the Associate Broker (AB), Broker or Practice Group Leader in meeting the day-to-day technical and clerical needs of the department. Assist with servicing new and renewal business. Service active and expired policy files in accordance with established Brown & Riding values, goals, and procedures. Essential Functions: · Meet quality measurement goals by delivering high quality service in servicing assigned clients and accounts. Ensure all file activity meets or exceeds quality procedures with regard to timeliness, accuracy of policies, endorsements, subjectivities, and all other active and expired file correspondence and documentation · Assist Associate Broker with submission process, as assigned · Prepare Quotes and Confirmation of Coverage (Binders) as directed · Policy Checking (Review policies to be sure that they are issued in accordance with what was bound with the carrier) · Endorsements (Request policy changes, follow up for the endorsements, review for

Investment Advisor Representative Our client is currently hiring Advisors for their Bellevue and Bothell, Washington offices They provide a base-salary DOE + generous commissions and all client leads. Top advisors with firm earn $700K+ About the Role Our well-established and growing financial firm is seeking to add an Investment Advisor Representative to our Team! The Investment Advisor Representative will have the opportunity to meet one on one with company leads from seminars and referrals as well as existing clients. The ideal candidate for this role will be someone who enjoys building relationships and who knows how to follow through while providing superior client service; always putting the clients first. Responsibilities Help families by preparing, presenting, and implementing customized retirement plans Assist clients with annuities, life insurance, long-term care & managed portfolios Provide financial planning advice to include investment, insurance & retirement Develop, manag