Commercial Insurance Client Advisor - Oklahoma City

Nelson Auto Group is changing the way people buy cars at Nelson we believe our guests want and deserve a great efficient buying experience Our Client Advisors are the foundation of our guest experience by providing a seamless fun and simple buying process · ...

We're building more than a business, we're building a community where people can grow, thrive and make an impact. · Responsible for prospecting new clients · Maintain existing/prospective client records, · in accordance with company policies, · ...

Responsible for prospecting and running Auris Payroll presentations both in person and over the phone to small and mid-sized merchants and businesses to ultimately close deals within a fast sales cycle. Activities include explaining our value proposition to clients via Atlas CRM, ...

Responsible for prospectingand running Auris Payroll presentations both in personand over the phone to smalland mid-sized merchantsand businesses to ultimately close deals withina fast sales cycle.As a Payroll Client Advisor you will reportto a Payroll Division Managerand receive ...

We are expanding our outreach team and looking for driven individuals who enjoy connecting with people, · Conduct scheduled phone or virtual consultations with prospective clients · Identify needs and explain program options in a clear, professional manner · Document conversation ...

About Acrisure · Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, in ...

We're seeking a high-performing Client Advisor to drive new business, deepen client relationships and expand Acrisure's footprint. · Achieve annual objectives established in your sales plan by building a qualified pipeline converting leads to revenue-generating opportunities and ...

Role Overview · We are currently expanding our remote team and seeking those who enjoy assisting customers and managing multiple responsibilities. In this role, you will assist with coordinating reservations and related services, which may include accommodations, activities, tran ...

Role Overview · We are currently expanding our remote team and seeking those who enjoy assisting customers and managing multiple responsibilities. In this role, you will assist with coordinating reservations and related services, which may include accommodations, activities, tran ...

Pay is based on a number of factors including the successful candidate's job-related knowledge and skills, qualifications, and prior experience. Arvest offers a comprehensive suite of benefits, including a full range of health and life, financial, and wellness benefits. For more ...

We are seeking a Licensed Client Service Associate to support our advisors and deliver exceptional, relationship-driven service to our clients. · This role is ideal for someone who thrives in a collaborative environment, enjoys building long-term client relationships, and takes p ...

Position Overview · The Receptionist is responsible for meeting and creating clients, answering and routing phone calls and performing other essential duties as required by the District Advisor (DA) or Office Manager (OM). · Responsibilities · Coordinate and answering the phone t ...

This role is central to the delivery of white-glove service for HNW and UHNW clients.Serve as a primary point of contact for assigned clients, · providing responsive, professional, and proactive service. · ...

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. · ...

Position Overview · The Receptionist is responsible for meeting and creating clients, answering and routing phone calls and performing other essential duties as required by the District Advisor (DA) or Office Manager (OM). · Responsibilities · Coordinate and answering the phone ...

We are adding a Financial Advisor to help serve and grow a high-net-worth client base. · Bring in HNW and UHNW relationships through your network · Lead planning + investment conversations with full team support · ...

WealthBridge Financial Group is seeking a dynamic, strategic, and visionary leader to serve as the Regional Vice President (RVP) for Oklahoma.The ideal candidate will be a proven leader in the financial services industry with a passion for building high-performing teams, fosterin ...

Begin your professional development as an intern with Northwestern Mutual. As a Financial Advisor intern, you will strive to understand your clients' goals and visions to uncover financial solutions that put them on a path to achieve their financial objectives. · ...

+This Client Service Associate role provides high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members. · +High School Diploma or equivalent · One (1) or more years securities industry ...

Managing Director | WealthBridge · WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director. This role is ideal for an experienced advisor who has successfully built a personal practice and is now ready to take on a leadership position ...