- HUB International (Carlsbad, 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
- HUB International (Culver City, CA)
- …with others **THE OPPORTUNITY:** We are seeking an experienced Account Manager to join our Personal Lines team. Our service team plays a vital role in ensuring ... Issue EOIs + Assist with billing/invoicing issues + Manage high net wroth clients **WHAT YOU BRING...(college degree strongly preferred) + 5+ years of related personal lines insurance experience within a brokerage… more
- World Insurance Associates, LLC. (Fresno, CA)
- …access to resources to help any client solve any challenge, including traditional commercial lines insurance, high net worth / private client, employee ... risk solutions, you also are empowered to help clients with personal lines insurance, employee benefits, 401(k) and related retirement solutions, and payroll… more
- Stantec (Sacramento, CA)
- …the pursuit and delivery of excellent work to our clients. Accountable for the top line , the BCPL leads the growth of the Business Center (BC) and Stantec's market ... other business developers, and peers across Stantec's other Business Lines to identify and manage our key accounts, pursue...and do work - building a culturally strong and high performing business. The BCPL reports to the Regional… 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
- City National Bank (Pasadena, CA)
- …Minimum 10 years of sales and relationship management experience in financial services preferably with high net worth clients. * FINRA Series 7 and 63 and 65 or ... planning, delivery, and regular review with clients. Deliver a high degree of personal contact and open...Strong understanding of all products and services applicable to high net worth clients. * Superior knowledge… more
- City National Bank (Beverly Hills, CA)
- …personal trust, and brokerage services. * Minimum of 8 years of experience working with high net worth clients * Must be in good standing under "The Secure ... information to complete the 360 reviews. * Deliver a high degree of personal contact and open...financial services and 8 years of experience working with high net worth clients. * Possesses a… more
- PwC IT Services Co. (Irvine, CA)
- ** Line of Service** Internal Firm Services **Industry/Sector** Not Applicable **Specialism** IFS - Internal Firm Services - Other **Management Level** Senior ... inspire others. Navigating increasingly complex situations, you are growing your personal brand, deepening technical expertise and awareness of your strengths. You… more
- Bristol Myers Squibb (San Diego, CA)
- …interesting work happens every day, in every department. From optimizing a production line to the latest breakthroughs in cell therapy, this is work that transforms ... grow and thrive through opportunities uncommon in scale and scope, alongside high -achieving teams. Take your career farther than you thought possible. Bristol Myers… more
- Sunrise Senior Living (Sunnyvale, 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