- Columbia Bank (Los Angeles, CA)
- …financial planning team that is integrated in their team. We also have an insurance subject expert whose function is to support and advisors' business by providing a ... turn-key approach to LTC and Insurance solutions. **About the Role:** A Senior Wealth Advisor...as assigned. + Demonstrates compliance with all bank and broker /dealer regulations for assigned job function as applied to… more
- Zurich NA (Gold River, CA)
- …claims insights, assist with product development, and engage in customer and broker meetings. **Basic Qualifications:** + Juris Doctor with 5+ years of claims ... Office. + Experience collaborating across teams. + Knowledge of insurance legal statutes, claims handling, and regulatory environments. +...short-term incentive bonus eligibility set at 15%. As an insurance company, Zurich is subject to 18 US Code… more
- Anywhere Real Estate (San Diego, CA)
- …program performance insights and recommendations that influence partner strategies, broker performance initiatives, and network growth. + Champion a data-drive ... package to our employees, which includes:** + Medical, Dental, and Vision Insurance + Short-term and Long-term Disability Benefits + Accidental Death & Dismemberment… more
- Guardian Life (Sacramento, CA)
- …opportunities for Guardian's various product lines, including life and disability insurance , mutual funds and annuities, by: + Preparing business valuations and ... clients and drive sales. + Work closely with Guardian's broker dealer (Park Avenue Securities) to drive revenue through...in advanced markets strategies + Working knowledge of life insurance and disability insurance for businesses (eg,… more
- HUB International (Burbank, CA)
- …our legacy wholesale brands (Monarch E&S, Beacon Hill Associates, Specialty Wholesale Insurance Solutions (SWIS), Capitol Special Risk and JDM & Associates) into one ... profitable business by providing high level technical and sales expertise with commercial insurance coverages for the clients of independent and retail insurance … more
- Zurich NA (Sacramento, CA)
- …in marine risk engineering and/or previous risk engineering role within an insurance environment + Knowledge of industry standards relative to maritime transit ... skills and the ability to actively participate in client broker meetings + Work independently without close supervision +...short-term incentive bonus eligibility set at 15%. As an insurance company, Zurich is subject to 18 US Code… more
- AIG (San Francisco, CA)
- …unlock the full potential in each colleague - empowering our people to grow as insurance professionals and add more value to our customers and AIG. How you will ... a key role in new business development, including attending broker events, and building new relationships across the market....peace of mind to you and your family. Reimagining insurance to make a bigger difference to the world… more
- JPMorgan Chase (Los Angeles, CA)
- …& estates, basic individual tax rules (both transfer and income taxes), insurance , long-term care, philanthropy, college savings, retirement, and cash flow planning. ... will need to learn about the various products and platforms (investment, insurance , charitable, educational) available to Private Client Advisors in order to help… more
- SCI Shared Resources, LLC (Culver City, CA)
- …state Funeral Director licensure required + CA Cemetery Manager license and Cemetery Broker license (or ability to obtain) **Experience** + At least eleven (11) ... Leave * Short-Term Disability * Long-Term Disability * Life Insurance * Voluntary Accidental Death or Dismemberment Insurance... Insurance * Voluntary Accidental Death or Dismemberment Insurance * Dependent Life Insurance * SCI… more
- Wells Fargo (Los Angeles, CA)
- …or supporting independent financial advisors, RIAs, or within an independent broker -dealer environment. + Deep understanding of the independent advisor business ... 401(k) Plan + Paid time off + Disability benefits + Life insurance , critical illness insurance , and accident insurance + Parental leave + Critical caregiving… more