CG Financial Services Jobs in United States

We are seeking a high-energy, client-focused Sales Relationship Specialist to support and accelerate growth for the insurance division. The Sales Relationship Specialist is a cornerstone of the agency's high-touch, concierge client experience. This role is responsible for deliver ...

· At CG Financial Services, we help successful individuals and families build, protect, and transfer wealth through comprehensive and personalized planning. With established offices in Michigan and North Carolina, we are expanding our Private Wealth team to support the growing d ...

· Full-time · Description · We are seeking a high-energy, client-focused Sales Specialist to support and accelerate growth for our wealth management firm.  · This role sits at the intersection of event-driven marketing, sales-support activities to help Advisors, and CRM-driven p ...

About CG Insurance: · CG Insurance, a division of CG Financial Services, provides client-centered, relationship-driven insurance solutions to protect what matters most to our commercial clients. We take pride in our responsiveness, clarity, and ability to deliver risk management ...

Business Development Specialist · CG Financial Services seeks a self-motivated and dynamic Business Development Specialist. This role bridges marketing execution, prospect engagement, and advisor support helping turn firm visibility into booked meetings and new client relationshi ...

· About CG Insurance: · CG Insurance, a division of CG Financial Services, provides client-centered, relationship-driven insurance solutions to protect what matters most to our commercial clients. We take pride in our responsiveness, clarity, and ability to deliver risk manageme ...

Job Overview · At CG Financial, our core focus is helping people achieve lifelong goals. The Commercial Lines Account Manager is a key member of our insurance team, responsible for managing a portfolio of commercial clients and ensuring their coverage needs are met with precision ...

Commercial Lines Account Manager · The Commercial Lines Account Manager is key member of our team responsible for managing commercial clients with precision and care. This involves policy servicing renewal planning proactive communication maintaining carrier relationships Success ...

We are seeking a high-energy client-focused Sales Specialist to support and accelerate growth for our wealth management firm. This role sits at the intersection of event-driven marketing sales-support activities to help Advisors and CRM-driven pipeline management. · ...

· Full-time · Description · CG Financial Services is seeking a self-motivated and dynamic Business Development Specialist to join our team. This role bridges marketing execution, prospect engagement, and advisor support, helping turn firm visibility into booked meetings and new ...

We are seeking a high-energy, client-focused Sales Relationship Specialist to support and accelerate growth for the insurance division. The Sales Relationship Specialist is a cornerstone of the agency's high-touch, concierge client experience. This role is responsible for deliver ...

We are seeking a high-energy client-focused Sales Specialist to support and accelerate growth for our wealth management firm. · This role sits at the intersection of event-driven marketing sales-support activities to help Advisors and CRM-driven pipeline management. · The ideal c ...