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Client Advisor-2
4 days ago
Fairfield Automotive Fairfield, United StatesJob Description: · Location: 2399 Auto Mall Parkway, Fairfield, CA 94533 · Fairfield Automotive opened a brand new BMW Dealership in Fairfield, California. We're driven by our values; We are a Competitive group - We want to WIN. We are Adaptable - Willing to change if there is a ...
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Parts Advisor
1 week ago
Tesla Stamford, United StatesTesla participates in the E-Verify Program · What to Expect · At Tesla, our Parts Advisors play an important role in service operations, offering fundamental support to both Technicians and customers in our mission to accelerate the world's transition to sustainable energy. As a ...
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Director, Client Leadership
6 days ago
Mars United Commerce Stamford, United StatesThe Mars Agency is an award-winning, independently owned global commerce marketing practice with a growth-for-clients focus. With talent spanning the Americas, Europe and Asia, we create breakthrough, connected commerce solutions by balancing the smartest humanity with the latest ...
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Human Resources Manager
2 days ago
Arthur Schuman Inc Fairfield, United States**Primary Purpose**: · The Human Resources Manager leads and directs the routine functions of the Human Resources (HR) department for the Fairfield plant and corporate headquarters. This role manages the processes for hiring and onboarding, administering pay, benefits, and leave, ...
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Fragrance Specialist
1 week ago
Saks Fifth Avenue Greenwich, United States**Position Description** · **What This Position is All About**: · The Beauty Advisor will be responsible for interacting with clients and providing an elevated client experience. This individual has a strong desire to sell and uses their working knowledge of the beauty business a ...
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Beauty Advisor
1 week ago
Saks Fifth Avenue Greenwich, United States**Location**: GREENWICH, Connecticut, United States · **Category**: Stores · **Job Opened**: May 7th, 2024 · **Education**: · **Job Number**: 240001PO · **Job Type**: Full Time · **Remote**: No · **job description**: · **What This Position is All About**: · The Beauty Advisor wil ...
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Private Wealth Management Associate
19 hours ago
U.S. Bank National Association Greenwich, United StatesAt U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each ...
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Coffee Sales Advisor
1 week ago
ActionLink White Plains, United States**Are you an outgoing coffee enthusiast that would like to share your beverage passion with others?** · **If so, ActionLink wants YOU to be a part of our sales team to experience Nespresso and drive us to caffeinated success** · We are seeking a **Part Time Coffee **Sales Advisor ...
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Retail Specialist
2 days ago
Fragrance White Plains, United States**Position Title**:Fragrance Specialist - WCM · **Department**:Retail - Sales · **Reports to**:Store Manager · **Classification**:Hourly (Part-time Casual) · - A casual employee means any person specifically scheduled to work on an irregular basis as is required by mutual consent ...
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Investment Consultant
2 days ago
Fidelity Investments Scarsdale, United States**Investment Consultant**: · You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicat ...
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Client Service Associate
19 hours ago
LPL Financial Paramus, United StatesAre you passionate about serving clients, adding value and improving processes/systems? Would you like to help people improve their financial wellbeing and build wealth for their future while growing financial advisors' businesses? Are you solution-oriented and passionate about d ...
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University & Academic Advisor
1 week ago
EF Academy-International Boarding Schools Thornwood, United StatesEF Academy is an international day and boarding high school serving 250 international students from more than 40 countries. EF Academy offers an unrivalled level of personal support and guidance to students at our boarding schools and offices around the world. We prepare students ...
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Cosmetics Counter Manager
1 week ago
International Shoppes, LLC Queens, United States**INTERNATIONAL SHOPPES, a High End Luxury Retail company with store locations in several international airports including John F Kennedy (JFK) International Airport, is looking for a LEADER who excel in LEADERSHIP and top notch customer service** · **COUNTER MANAGER** · **Report ...
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Administrative Assistant
6 days ago
Gabrielli Truck Sales Queens, United States**Gabrielli Truck Sales is looking to hire an Administrative Assistant** · We are a professional commercial diesel equipment corporation, family owned and operated with 22 successful facilities in the tri-state area and growing Seeking proactive, goal oriented, professional team ...
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Resident Fellow of Residential Education
1 week ago
Sarah Lawrence College Bronxville, United StatesPosition Information · **Job Title** · - Resident Fellow of Residential Education- Sarah Lawrence College is seeking a full-time, live-in Resident Fellow (RF) to work within the Office of Residential Life. The Resident Fellow oversees a staff of RAs and potentially a small staff ...
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Academic Advisor- Nursing Program
1 day ago
St. John's University Queens, United StatesSt. John's, established in 1870, has three New York City campuses; international locations in Rome, Italy; Limerick, Ireland; and Paris, France; and study abroad locations around the world. The Princeton Review and other top rankings consistently recognize the University's outsta ...
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Academic Advisor
1 week ago
Stony Brook University Stony Brook, United States**Academic Advisor** · **Required Qualifications (as evidenced by an attached resume)**: · Master's Degree (foreign equivalent or higher) in Counseling, Education, Higher Education, Social Work, Teaching or related discipline. Three years of full-time experience (may include rela ...
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Client Advisor with Mentorship
1 week ago
DeMarzo Offices - Northwestern Mutual Rockland, United States**Benefits**: · - Bonus based on performance · - Company parties · - Dental insurance · - Flexible schedule · - Health insurance · - Opportunity for advancement · - Tuition assistance · - Vision insurance · Northwestern Mutual - Boston aims to be the pre-eminent financial securit ...
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Insurance Advisor Seeking Former Athletes
6 days ago
DeMarzo Offices - Northwestern Mutual Rockland, United States**Benefits**: · - Bonus based on performance · - Company parties · - Dental insurance · - Flexible schedule · - Health insurance · - Opportunity for advancement · - Tuition assistance · - Vision insurance · Are you a former athlete with a relentless competitive spirit? Do you thr ...
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Resident Fellow of Housing Operations
1 week ago
Sarah Lawrence College Bronxville, United StatesPosition Information · **Job Title** · - Resident Fellow of Housing Operations- Sarah Lawrence College is seeking a full-time, live-in Resident Fellow (RF) to work within the Office of Residential Life. The Resident Fellow oversees a staff of RAs and potentially a small staff of ...
Financial Advisor's Assistant - Stamford, United States - Lead Advisor
Description
The role of the Financial Advisor's Assistant is to provide all aspects of risk product sales support to new financial representatives to ensure their focus remains on client building. Ongoing support for financial representatives and advisors beyond their first year is also provided.
Your responsibilities, as a Financial Advisor's Assistant, include the following:
· Conduct weekly one-on-one meetings with all Financial Representatives supported.
· Manage underwriting process:
o Prepare and submit insurance applications
o Schedule medical exams and additional requirements, as needed
o Manage underwriting process by actively following up on outstanding items on the Daily Status Report (DSR)
· Process policy maintenance and other risk product service requests.
· Monitor all requests for completion and follow-up on any action items.
· Prepare and manage client communications.
· Create feed lists, research contact information for prospecting lists, and generate cross-sell reports.
· Collect and input or upload client meeting notes as needed.
· Participate in daily/weekly/monthly meetings to disseminate and gather information for the betterment of the representatives, the team, and the Network Office.
Qualifications, education, and relevant experience required:
· Life, Accident, and Health (LAH) insurance license required within 3 months of start date.
· Attention to detail, accuracy, and reliability with the ability to thrive in a fast-paced environment.
· Strong analytical, problem solving, written and verbal communication skills, and the ability to work well with others.
· Commitment to professional development (licensing, registration, designations, and continuous learning).