- HUB International (Encino, CA)
- …support our customer's needs and provide them with innovative insurance solutions. The ** Personal Lines Account Executive** manages an assigned book of business, ... strongly preferred. + Minimum of 5-10 years of related Personal Lines insurance experience within a brokerage...insurance experience within a brokerage environment + Must have High Net -Worth/Private Client experience. Experience within the… more
- CIBC (Newport Beach, CA)
- …as greater expansion of existing relationships. + Identify, Source and Lead new high net worth client relationships that utilize CIBC's Private Wealth Platform ... Bankers, Asset Relationship Managers, Wealth Specialists, and other CIBC lines of business (commercial, capital markets) to orchestrate a...CIBC Wealth Management growth through the acquisition of new, high net worth and ultra‐ high … more
- JPMorgan Chase (Los Angeles, CA)
- …A minimum of five years of financial services or service sales experience, established high net worth referral network and strong community presence + Proven ... Are you passionate about building and maintaining high - net -worth client relationships across banking, lending, and investments? This is a unique opportunity to… more
- Sunrise Senior Living (Simi Valley, CA)
- …referrals approaching company best practice standards. **Driving for Results** + Set high goals for personal and group accomplishment, use measurement methods ... + Utilize and promote Sunrise's development programs as appropriate to prepare high -potential team members for future roles. + Build a qualified, internal pipeline… more
- AIG (San Francisco, CA)
- … Lines , Property, Casualty, Specialty Lines , Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we help customers to ... to brokers. + Collaborate with Distribution, Territory Managers, and other line (s) of business underwriters to target desirable accounts and cross selling… more
- Wells Fargo (San Francisco, CA)
- …Banking. Learn more about the career areas and lines of business at wellsfargojobs.com (https://www.wellsfargojobs.com/career-areas/) **Commercial Real Estate ... asset as well as underwriting risks associated with market demand, supply, net effective rents, expenses, capitalization rates, and tenant quality. + Researching… more
- Volvo Group (Sacramento, CA)
- …position is responsible for the mechanical repairs and services on a full line of heavy equipment products. The technician will perform highly technical maintenance, ... diagnoses and troubleshooting on full line of Volvo Construction Equipment machinery and/or related equipment...read and interpret blueprints and schematics on Volvo product lines and systems. * Ability to timely complete and… more
- AIG (Los Angeles, CA)
- … Lines , Property, Casualty, Specialty Lines , Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we help customers to ... and renewal business. + As a senior member of the team, you will set a high standard of customer service to brokers and clients - providing an example for junior… more
- Wells Fargo (San Francisco, CA)
- …& Trust (BL&T)** unlocks access to Wells Fargo Bank products and services to high - net -worth and ultra- high - net -worth individuals and families based on ... provide personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * Closely… more
- Guardian Life (Sacramento, CA)
- …force on their prospect and client situations where we concentrate our efforts on the high income, high net worth and closely held business owner ... agency distribution by working with financial representatives who provide planning strategies to high income/ high net worth or business owner clients. **You… more