- Amentum (Sacramento, CA)
- **Amentum seeks a Director, Insurance and Risk Management.** **Amentum** is a global leader in advanced engineering and innovative technology solutions, trusted by ... Team has an immediate opening for a **Director of Insurance and Risk Management** position to join our Treasury...and strategic objectives. The Director acts as a key advisor to business units and senior leadership on risk-related… more
- Cherry Bekaert (Sacramento, CA)
- …we'd like to hear from you. Let's grow your career as an ** Insurance Audit Manager** supporting our Louisville practice. **We will consider remote applicants for ... consultant, both internally and externally + Be a trusted advisor to a client and begins to identify opportunities...interpersonal, oral and written communication skills. + Experience with Insurance audits + Proven ability to lead and develop… more
- ServiceNow, Inc. (Santa Clara, CA)
- …to make the world work better for everyone. The Financial Services Insurance Strategist is a role that operates together with ServiceNow's customer-centric sales ... as the main point of contact for the AMS-based Insurance account sales teams. They will help our account...person, on zoom, C-level + Ability to develop trusted advisor relationships with customers and sales organizations; demonstrated ability… more
- CRC Insurance Services, Inc. (Palo Alto, CA)
- …This role extends beyond traditional sales support functions-serving as a trusted advisor , escalation point, and process owner for proposal development and quoting ... in a proposal development, quoting, or sales support role, preferably within insurance , employee benefits, or a related industry (required) + Demonstrated advanced… more
- Travelers Insurance Company (Diamond Bar, CA)
- …decisions + Exercise critical thinking and decision-making skills to become a trusted advisor solidifying customer confidence + Make a difference to our customers by ... Our Ideal Candidate Have?** Completion of higher education coursework. Insurance Education/Designations (CPCU, CIC, etc.). Accountability: Takes ownership and… more
- Thrivent Financial (Lakewood, CA)
- …clients and their families. Responsibilities may include working with a Financial Advisor to develop and implement business and marketing plans to acquire, ... prospects. The Associate reports to and is employed/contracted by the Financial Advisor . Thrivent Investment Management Inc. is the sponsor for FINRA registration… more
- JPMorgan Chase (Temecula, CA)
- …**Required qualifications, capabilities, and skills** + At least 5 years of Advisor management experience required, coupled with a proven track record of developing ... and coaching high performing Advisor team + Ability to travel 50% of the...upholding a sound risk and controls environment FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19… more
- Wells Fargo (Beverly Hills, CA)
- …. **In this role you will:** + Assist Financial Advisor (s) colleagues with service and operational related activities such as ... via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or quotes +… more
- JPMorgan Chase (San Francisco, CA)
- …within JPMorgan Advisors, you will be a vital member of the Financial Advisor 's team. Your role will involve close collaboration with Financial Advisors, acting as ... and their affluent clients. Utilizing your in-depth knowledge of the Financial Advisor role, you will build strong relationships with clients, aiding them and… more
- HUB International (San Rafael, CA)
- …Retirement Partners, LLC, a HUB International Company, is a registered investment advisor with over $134B in retirement plan assets under advisement, and $8.5B ... of Global Retirement Partners, LLC, an SEC registered investment advisor , and is responsible for various RIA operational procedures...per year plus 10% yearly discretionary bonus + Medical insurance , Vision insurance , Dental insurance ,… more