Certified Insurance Advisor - United States
1 month ago

Job summary
We are seeking a knowledgeable,professional,and client-focused Certified Insurance Advisor to join our growing team.
Responsibilities
- Consult with clients to understand their personal,family,
or business insurance needs - Provide professional advice and recommendations on
appropriate insurance products - Maintain accurate client records and documentation in CRM systems
Job description
, consectetur adipiscing elit. Nullam tempor vestibulum ex, eget consequat quam pellentesque vel. Etiam congue sed elit nec elementum. Morbi diam metus, rutrum id eleifend ac, porta in lectus. Sed scelerisque a augue et ornare.
Donec lacinia nisi nec odio ultricies imperdiet.
Morbi a dolor dignissim, tristique enim et, semper lacus. Morbi laoreet sollicitudin justo eget eleifend. Donec felis augue, accumsan in dapibus a, mattis sed ligula.
Vestibulum at aliquet erat. Curabitur rhoncus urna vitae quam suscipit
, at pulvinar turpis lacinia. Mauris magna sem, dignissim finibus fermentum ac, placerat at ex. Pellentesque aliquet, lorem pulvinar mollis ornare, orci turpis fermentum urna, non ullamcorper ligula enim a ante. Duis dolor est, consectetur ut sapien lacinia, tempor condimentum purus.
Access all high-level positions and get the job of your dreams.
Similar jobs
Independent Insurance Advisor
1 month ago
We are seeking self-motivated, experienced insurance professionals in TX, FL and CT who are looking for a more professional independent home. You will focus on asset protection and income planning through fixed insurance products operating as a specialist within our broader wealt ...
Licensed P&C Insurance Service Advisor
1 week ago
Trellis is rewriting the insurance experience from the inside out. · We're the tech company behind Savvy, our licensed insurance agency, · a profitable and fast-growing startup backed by top investors. · The Licensed P&C Insurance Service Advisor (LSA) plays a critical role in de ...
+We are seeking a highly motivated and entrepreneurial Financial Services Representative to join our team as an Independent Contractor This role is ideal for individuals who value autonomy and are looking to build a professional practice in financial services. · +Financial Needs ...
As an Insurance Agent you will be driving force behind our clients peace of mind providing them with tailored insurance solutions that meet their unique needs. · ...
We are looking for 7-10 key leaders who possess strong leadership qualities, vision-driven communicator with ability to serve others. · ...
We are actively seeking driven individuals to join our expanding team in multiple locations throughout United States. · Our Financial company's vision is to educate Americans families on financial strategies to avoid financial ruin. · By providing comprehensive knowledge and guid ...
Senior Wealth Advisor
4 days ago
A fast-growing 8B+ Wealth Advisory Platform seeks wealth advisors to join the firm's platform and grow their practices independently. · ...
Director, Airline/Insurance Partnerships
4 days ago
We believe in the power of the professional travel advisor and represent over $4.5 billion in annual travel sales. · ...
Risk Advisor Development Manager
4 days ago
We are INDEPENDENT and fully focused on remaining so · We Continue to Win Awards and Achieve Honors for our Culture, Industry Expertise, and ServicesLeaders of Influence - Insurance by Orange County Business Journal (2023, 2025) · Central Coast Best Places to Work by Pacific Coas ...
Sr Product Owner
1 month ago
Thrivent is enhancing the digital experience for our financial advisors and seeking a Senior Product Owner to join the growing Thrivent Advisor Network technology team. · As a Senior Product Owner you will play a critical role in translating strategic product direction into actio ...
Cetera is seeking a highly skilled professional to join our Advanced Planning Team (APT) as a Senior Advanced Planning Consultant. · The APT plays a critical role in developing sophisticated wealth strategies for high-net-worth (HNW) clients - typically those with $10 million or ...
Automotive Service Advisor
1 month ago
We are looking for an experienced CDJR Service Advisor to join our busy service department. · Write high-volume repair orders for Chrysler, Dodge, Jeep, and Ram vehicles · Recommend maintenance and repairs based on factory guidelines · ...
Financial Advisor Recruiter
1 month ago
We're hiring an experienced Financial Advisor Recruiter/Consultant to tackle the recruiting side of our financial advisor practice. · 4+ years of recruiting experience, with direct exposure to financial advisor recruiting · Prior experience recruiting financial advisors in one or ...
Commissions Manager
1 week ago
Alera Group is looking for a Commissions Manager - Financial Services. We are seeking highly motivated colleagues who bring experience and enthusiasm to our team – joining us may be the perfect fit for you. · ...
Compliance Officer
2 weeks ago
We are seeking an experienced Compliance Officer to manage the firm's marketing and advertising compliance program. · ...
Partner Development Manager
1 month ago
The Partner Development Manager is responsible for driving sales engagement, activation and growth with a regionally assigned group of trusted advisors. · ...
Financial Advisor
4 days ago
If you find yourself contemplating the meaning of your work, it may be time for a change. · A job, at best, allows one to offer a service of value in return for compensation. · A calling, on the other hand, is a reason to get up in the morning, · to bring meaning and satisfaction ...
Advisor
1 month ago
*MUST HAVE RECENT EXPERIENCE IN AN INDEPENDENT INSURANCE AGENCY ACCOUNTING ROLE* · AgencyCFO is seeking a dynamic person to provide outstanding customer service and virtual financial guidance services. · ...
Regional Business Development Manager
1 month ago
Cetera Financial Group is currently seeking a Regional Business Development Manager who will lead the Business Development process by driving the recruitment of Financial Advisors into CFG's network of Broker-Dealers. · ...
Equity and Fixed Income Trader
3 weeks ago
We're seeking an experienced Equity and Fixed Income Trader who knows the markets and enjoys the craft of trading — without the demands of an early-career grind. This role is ideal for a mid-level trader or a seasoned professional who is passionate about the markets and wants to ...