Client Executive, Advisory Market - Newport Beach, CA
$134.46k - $184.89kGuardian Life Insurance
Guardian is seeking a Client Executive to strategically manage a portfolio of large, complex client relationships within our Group Benefits business. This role is accountable for delivering an exceptional client experience while driving retention, profitable growth, and strong business outcomes.As the primary point of contact for clients and broker/consultant partners, the Client Executive brings a consultative, strategic approach to managing relationships, shaping client solutions, and executing strategies that deliver long-term value for both the client and the business.You Will:Own and manage a portfolio of sophisticated client accounts, delivering strong outcomes across retention, growth, and profitabilityBuild trusted relationships with clients and broker/consultant partners, positioning Guardian as a valued, long-term partnerLead the renewal process end-to-end, including strategy development, data analysis, pricing alignment, and execution of rate actionsDrive client strategies that support key business priorities, including:Persisting customers through proactive engagement and relationship managementGrowing premium by identifying cross-selling opportunities across in-force clientsMaintaining disciplined focus on case- and book-level profitabilitySupporting thoughtful, effective annual enrollment strategiesPartner closely with sales, underwriting, and internal teams to deliver aligned, integrated client solutionsLead client strategy discussions and planning sessions, balancing client needs with business objectivesIdentify opportunities to expand and strengthen client relationships, driving long-term value and revenue growthYou Have:5+ years of group insurance or account management experience, preferably with large or complex clientsProven ability to manage broker/consultant relationships and influence client outcomesStrong analytical skills, with the ability to translate data into actionable strategiesConsultative selling mindset with experience identifying growth and cross-sell opportunitiesDeep understanding of group benefits products and client lifecycle managementStrong communication and presentation skills, with the ability to engage senior stakeholdersAbility to work across teams and navigate a complex, matrixed organizationAdaptability, sound judgment, and a strong focus on delivering results in a fast-paced environmentProficiency in Microsoft Office, Salesforce, Tableau, and related toolsWhy this role:High-impact opportunity to shape client strategy across large, complex accountsDirect influence on retention, growth, and profitability outcomesVisibility across senior leaders, broker partners, and key clientsOpportunity to operate as both a relationship leader and a business driverWork Arrangement and Location:Hybrid work modelMust reside within Southern CaliforniaTravel:Approximately 30% of travel is required for this positionSalary Range:$134,460.00 - $184,890.00The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation.Our PromiseAt Guardian, you’ll have the support and flexibility to achieve your professional and personal goals. Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards.Inspire Well-BeingAs part of Guardian’s Purpose – to inspire well-being – we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues. Explore our company benefits at . Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits.Equal Employment OpportunityGuardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law.AccommodationsGuardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individual's known limitations related to pregnancy, childbirth, or related medical conditions, unless doing so would create an undue hardship. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact View email address on click.appcast.io. Please note: this resource is for accommodation requests only. For all other inquires related to your application and careers at Guardian, refer to the Guardian Careers site.Visa SponsorshipGuardian Life is not currently or in the foreseeable future sponsoring employment-based visas (e.g., such as an H-1B). In order to be a successful applicant, you must be legally authorized to work in the United States, without the need for employer sponsorship/support now or at any time in the future.Notice Regarding Guardian’s Use of Artificial Intelligence in RecruitmentAs part of Guardian’s job application process, Guardian may use artificial intelligence tools (“AI Tools") to automate the sorting and filtering of information provided by applicants as part of its preliminary screening. This preliminary screening may be used to help identify applicant materials and resumes relative to their indication that the applicant meets the requirements for the specific job for which they are applying, as specified in the listing posted on Guardian’s jobs website (Careers at Guardian at ). At Guardian, we do not use AI Tools to substantially assist or replace human judgment or discretionary decision making in our hiring process. All hiring decisions will be made by Guardian colleagues.Please be aware that if you apply for a specific position with Guardian, you will have the choice of opting out of Guardian’s use of AI Tools during the job application process. If you would like to request an alternative process that does not utilize AI Tools or would like to request a reasonable accommodation, within ten business days of your position application, you must email your request to View email address on click.appcast.io, making sure to provide your name and job requisition identification number. Guardian will retain your applicant materials and resume and all information therefrom in accordance with Guardian’s document retention policy, a copy of which you may request via View email address on click.appcast.io, at applicable times, Guardian will make public the most recent bias audit results for such AI tools, which may be found here. Current Guardian Colleagues: Please apply through the internal Jobs Hub in Workday.SummaryLocation: Newport Beach - Regional Office; Work From Home - CAType: Full time
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...do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.Being a... ...States of America)Hours Per Week: 40Pay Transparency detailsUS - CA - Newport Beach - 520 Newport Center Dr - Newport Beach 520 Ncd (CA6814)Pay...SuggestedFull timeWork experience placementWork at officeLocal areaFlexible hoursShift workDay shift- ...and delivering for our clients, teammates,... ...Position may be filled in Newport Beach or San Diego. Responsibilities... ...practices and broader market and industry... ...Management Client Solutions Advisory Prospecting... ..., including planning, execution and follow up of client...SuggestedWork experience placementWork at officeLocal areaShift workDay shift
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$150k - $305k
...expertise across public and private markets. We invest our clients’ capital across a range of fixed... ...trusted thought partner to senior executives, advising on workforce transformation... ...days.SummaryLocation: New York, NY USA; Newport Beach, CA; Austin, TX USAType: Full time...Full timePart timeFlexible hours$400k
...General Manager- JLR Newport Beach in Newport Beach, CA at Sonic Automotive Location: 1540 Jamboree Road Newport Beach, CA 92660 Job Type... ...operation of the entire dealership. She / he will develop and execute plans to ensure the dealership of a reasonable profit...Work at office$205k - $240k
...across public and private markets. We invest our clients’ capital across a range... ...of the evolving financial advisory landscape. Adaptable and... ...annual basis.Develop and execute a strategic territory business... ...business days.SummaryLocation: Newport Beach, CA USAType: Full timeFull timeWork from homeHome officeFlexible hoursShift work$189.29k - $331.2k
...we call partners, and to provide to our clients and the communities we serve worldwide.... ...continued development of fiduciary and advisory skills through training and experience1... ...with the recruiter you are working with. SummaryLocation: Newport Beach, CAType: Full timeFull timeWork experience placementH1bWorldwideFlexible hours$140k - $235k
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...fixed income with deep expertise across public and private markets. We invest our clients’ capital across a range of fixed income and credit... ...response to your request may take up to two business days.SummaryLocation: Newport Beach, CA USA; New York, NY USAType: Full timeFull timeWork at officeFlexible hours
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