Investment Portfolio Manager jobs in Lowell, MA

Investment Portfolio Manager manages the company's investment portfolio. Reviews investment strategy, seeks out new opportunities, and recommends changes in investments to manage risk and generate acceptable rate of return. Being an Investment Portfolio Manager studies and monitors investment performance and trends that may impact the portfolio. Requires a bachelor's degree. Additionally, Investment Portfolio Manager typically reports to a head of a unit/department. The Investment Portfolio Manager contributes to moderately complex aspects of a project. Work is generally independent and collaborative in nature. To be an Investment Portfolio Manager typically requires 4 to 7 years of related experience. (Copyright 2024 Salary.com)

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Insurance Sales Manager
  • Koch Protect Insurance Agency Sales Manager
  • Littleton, MA FULL_TIME
  • Job Title: Insurance Sales Manager

    Company: Koch Protect Insurance

    Location: Acton Toyota of Littleton and Koch Rt2 in Lancaster (On-site)

    About Us:
    Koch Protect Insurance is a reputable insurance agency committed to providing top-tier insurance solutions to our clients. With a focus on customer satisfaction and team excellence, we strive to create a positive working environment where every team member can thrive. We are rapidly expanding and seeking a dynamic individual to join us as an Insurance Sales Manager.

    Position Overview:
    We are in search of an experienced Insurance Sales Manager to lead our sales team stationed at both Acton Toyota of Littleton and Koch Rt2 in Lancaster. The ideal candidate will have a strong background in sales, possess a property and casualty license, and demonstrate exceptional leadership skills. This role involves managing, training, and supporting the sales team to achieve sales goals, delivering excellent customer service, and fostering a collaborative team environment.

    Key Responsibilities:

    • Lead, manage, train, and support sales team to meet or exceed monthly goals
    • Conduct sales and customer service meetings, ensuring effective communication and problem-solving
    • Maintain high employee retention through fair treatment, accountability, and training
    • Achieve personal and team premium goals
    • Collaborate with other managers to meet and exceed agency goals
    • Ensure high customer satisfaction ratings through excellent customer service
    • Provide daily and weekly performance reports to Agency Manager
    • Audit sales team’s written policies for accuracy, coverage, and compliance
    • Train and develop new hires to succeed in their roles
    • Conduct initial phone screening interviews for prospective insurance agents

    Requirements:

    • MA Property and Casualty License (required)
    • 3 years Insurance Sales Experience (required)
    • Management Experience (preferred)
    • High school diploma or equivalent
    • Valid driver’s license with an acceptable driving record
    • Professional personal appearance
    • Excellent communication and interpersonal skills
    • Strong time management and organizational skills

    Benefits:

    • Competitive compensation based on personal and team-based goals
    • Monthly bonuses
    • Opportunity for professional growth and advancement
    • Fun working environment with a customer-first mentality
    • 401K
    • Vacation and Holidays
    • Discount on Dealership Parts/Service and Vehicles

    Join us at Koch Protect Insurance and be part of a team that values excellence, collaboration, and customer satisfaction. Apply now to take the next step in your career!

    Job Type: Full-time

    Pay: $100,000.00 - $170,000.00 per year

    Benefits:

    • 401(k)
    • 401(k) matching
    • Dental insurance
    • Disability insurance
    • Health insurance
    • Paid time off
    • Vision insurance

    Supplemental pay types:

    • Bonus opportunities
    • Commission pay

    Weekly day range:

    • Every weekend
    • Monday to Friday

    Work setting:

    • In-person

    Experience:

    • Sales: 3 years (Required)
    • Property and Casualty: 3 years (Required)

    License/Certification:

    • Insurance Producer License (Required)

    Ability to Relocate:

    • Littleton, MA 01460: Relocate before starting work (Required)

    Willingness to travel:

    • 25% (Required)

    Work Location: In person

  • 21 Days Ago

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Insurance Sales Manager
  • Koch Protect Insurance Agency Sales Manager
  • Littleton, MA FULL_TIME
  • Job Title: Insurance Sales Manager Company: Koch Protect Insurance Location: Acton Toyota of Littleton and Koch Rt2 in Lancaster (On-site) About Us:Koch Protect Insurance is a reputable insurance agen...
  • 21 Days Ago

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Director, IT Portfolio Delivery
  • Tandym Group
  • North Billerica, MA FULL_TIME
  • An education services organization in Massachusetts is currently seeking an experienced IT professional to join their staff as their new Director, IT Portfolio Delivery. In this role, the Director, IT...
  • 1 Day Ago

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Deputy Portfolio Tech Lead
  • Kessel Run
  • Hanscom AFB, MA FULL_TIME
  • Who We Are Kessel Run is a U.S. Air Force unit revolutionizing Department of Defense (DoD) software development, acquisition, delivery, and sustainment. We aim to sense and respond to conflict in any ...
  • 8 Days Ago

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Manager
  • Popeyes
  • Chelmsford, MA FULL_TIME
  • JOB DESCRIPTIONPosition: Manager Reports To: Above Restaurant LeaderJob Purpose: Manager or Multi- Unit Manager is responsible for leading the overall operations of the restaurant, including recruitin...
  • 1 Day Ago

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Manager
  • K-1 Speed Inc
  • Wilmington, MA FULL_TIME
  • GENERAL PURPOSE OF JOB: The Manager is responsible for ensuring that the center is run according to the required K1 standards. The Manager holds their Salaried and Hourly Staff accountable, coaching a...
  • 2 Days Ago

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0 Investment Portfolio Manager jobs found in Lowell, MA area

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Revenue Growth Management Analyst
  • Wheelhouse Executive Recruiters
  • Gloucester, MA
  • We are looking for an individual who values the opportunity to make a difference and enjoys working in a fast-paced, tea...
  • 5/9/2024 12:00:00 AM

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Assistant Director of Finance and Accounting
  • Marriott International
  • Cambridge, MA
  • Job Description JOB SUMMARY Assists in the championing, development, and implementation of property-wide strategies that...
  • 5/9/2024 12:00:00 AM

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Senior Compliance Manager
  • Boston Partners Global Investors, Inc.
  • Boston, MA
  • Position: Sr. Compliance Manager Department: Compliance Report to: Chief Compliance Officer Company Summary: Boston Part...
  • 5/9/2024 12:00:00 AM

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Product Specialist - Charles River - Assistant Vice President
  • State Street Corporation
  • Burlington, MA
  • Who we are looking for Provide operational/application support to CRD customers and internal business functions to minim...
  • 5/8/2024 12:00:00 AM

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Senior Financial Advisor
  • Baystate Financial
  • Wellesley, MA
  • About the job Elevating your Practice with Baystate Financial- Job description: Looking to elevate your practice? Baysta...
  • 5/7/2024 12:00:00 AM

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Financial Advisor (Sales Role - Training Provided)
  • Northwestern Mutual
  • Woburn, MA
  • Job Description Job Description Financial Representative//Financial Services Professional Financial Representatives at N...
  • 5/7/2024 12:00:00 AM

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Trust Advisor
  • Loring, Wolcott & Coolidge Trust, LLC
  • Boston, MA
  • As a Fiduciary Services department member, this position supports the Trustees and Clients of Loring, Wolcott & Coolidge...
  • 5/6/2024 12:00:00 AM

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SVP, Investment Consultant Relations
  • Fidelity TalentSource LLC
  • Merrimack, NH
  • Job Description: The Role As a Senior Vice President, Relationship Manager (RM) you will cultivate relationships with th...
  • 5/6/2024 12:00:00 AM

Lowell is a city in the U.S. Commonwealth of Massachusetts. Located in Middlesex County, Lowell (along with Cambridge) was a county seat until Massachusetts disbanded county government in 1999. With an estimated population of 109,945 in 2014, it is the fourth-largest city in Massachusetts, and the second-largest in the Boston metropolitan statistical area. The city is also part of a smaller Massachusetts statistical area called Greater Lowell, as well as New England's Merrimack Valley region. Incorporated in 1826 to serve as a mill town, Lowell was named after Francis Cabot Lowell, a local fi...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Portfolio Manager jobs
$131,250 to $196,249
Lowell, Massachusetts area prices
were up 1.6% from a year ago