Broker Consultant Salary at Search Wire Llc BETA

Description: Job Summary: Implements standard and non-standard sales and retention strategy for health insurance or workers compensation accounts with minimal guidance. Utilizes opportunities, resources, technology tools, and customer performance data (e.g., cost utilization, financial, clinical) to inform account planning, and gain buy-in from senior leaders. Builds and maintains relationships with customers, consultants, brokers, and/or channel partners, including providing information and working product knowledge, and resolving or escalating concerns. Builds working knowledge of customer businesses and develops account strategies in alignment with customer goals. Collaborates internally and externally to develop account strategy, including contributing to communication, and providing assistance to customer channel. Follows best practices and established timelines to execute sales and renewals, including administration, negotiations, presentations, rate, product and benefits with mi

Company: Marsh Description: Marsh USA LLC is seeking candidates for the following position based in the Los Angeles, CA office. A telecommuting/hybrid work schedule may be permitted within a commutable distance from the worksite, in accordance with company policy. Product Manager, Analytics Solutions We will count on you to: Work with Brokers, Advisors, Consultants, Placement Specialists and Analytics team members to build new analytics solutions and refine existing digital products. Handle the product development cycle from needs analysis to product launch. Analyze client and colleague needs to identify product requirements. Summarize and communicate needs to align all internal teams on product vision and roadmap. Perform competitive analysis to develop product requirements, including pricing and positioning of products. Coordinate activities across internal and external parties to develop new products. Work with Brokerage and Advisory teams to introduce new product offerings to the m

Job Description Cetera is currently seeking a Senior Reporting and Billing Professional for our team located in El Segundo, CA. This is a unique opportunity to join our team in providing operational support and world-class customer service to our clients. There is potential for this to be a hybrid role based on a successful training period. Core Responsibilities: Support of Cetera's Advisory Programs including, Operational support and Customer Service for various departments within the organization as well as advisors across the Cetera Network. Understanding of advisory programs and billing methodologies, Operations business and established knowledge around brokerage operations New Accounts, Money Movement, and Maintenance. Responsible for daily processing of work associated with department to include: Advisory billing processing Perform various asset calculations/reconciliation Perform research as requested on customer accounts Provide phone support for department Other duties as assi

Overview: As business owners, Financial Representatives at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. They spend their days acquiring clientele and delivering financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off. Our award-winning training equips even inexperienced financial professionals with the education, skill-building, and development strategies needed to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help you gain financial expertise, including but not limited to: Planning Experience - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis Responsibilities: As a Finan

PENNYMAC Pennymac is (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production and servicing of U.S. mortgage loans and the management of investments related to the U.S. mortgage market. At Pennymac, our people are the foundation of our success and at the heart of our dynamic work culture. Together, we work towards a unified goal of helping millions of Americans achieve aspirations of homeownership through the complete mortgage journey. A Typical Day The Vice President, Corporate Insurance is responsible for supporting the activities required for an effective Corporate Insurance Program. The Vice President, Corporate Insurance will: Provide effective support of the Corporate Insurance Program and effective management of assigned sub-tasks across: •Risk Identification / Assessment; •Broker Strategy; •Policy Coverage Limits / Exclusions / Premiums; •Annual Program Administration Calendar and Milestones; •P

Description: Job Summary: In addition to the responsibilities listed above, this position is also responsible for developing and implementing standard and non-standard competitive sales and retention strategies for Medicare accounts; providing a positive experience to customers with Medicare accounts with minimal guidance; ensuring collaboration within teams to support customer needs for Medicare accounts; executing sales and renewals for Medicare accounts with minimal guidance; and meeting standard and non-standard goals for sales and retention of Medicare accounts. Essential Responsibilities: Pursues effective relationships with others by proactively providing resources, information, advice, and expertise with coworkers and members. Listens to, seeks, and addresses performance feedback; provides mentoring to team members. Pursues self-development; creates plans and takes action to capitalize on strengths and develop weaknesses; influences others through technical explanations and exa

CUSO Financial Services, L.P. (CFS) is seeking a Licensed Financial Advisor to provide retirement and investment services for members of Los Angeles Police Federal Credit Union in the greater Los Angeles, CA area. Los Angeles Police Federal Credit Union (LAPFCU) is a financial institution created by the Los Angeles Police family for the police family. Los Angeles Police Federal Credit Union has proudly served law enforcement employees and their families since 1936. Today, LAPFCU serves over 45,000 members and has more than $1.3 billion in assets. Learn more about LAPFCU at https://www.lapfcu.org/. As a Financial Advisor your responsibilities include, but are not limited to, the following: + Identifies and evaluates customer needs for financial services, assess the objectives and goals of the individual, then develops an investment strategy to implement. + Stays current and analyzes market conditions and otherwise educating and updating themselves about financial and investment vehicles

Are you an experienced commercial insurance broker ready to take control of your future? In 2023, ABI was acquired by INSHUR, the fastest-growing global provider of insurance for the on-demand economy, making coverage fair and accessible for drivers. We are looking for an Executive Insurance Broker here at ABI, based in Westlake Village, CA, and we're very open to remote candidates. You'll be working for a busy Commercial Insurance Brokerage that specializes in the "for hire" transportation industry, which includes taxicab, limousine, and rideshare TNC APP based companies. Supported by (and reporting to) the Insurance Director, you'll be joining a friendly team who believe in delivering exceptional service with a high standard of integrity. We value high performance and care deeply about making ABI a place where everyone is building something special, that we can all be proud of, while enjoying the ride. What you'll do We're looking for a highly motivated Executive Broker to champion o