Personal Lines Advisor: Proactive Retention & Growth
CoVerica Insurance
CoVerica Insurance in Dallas, Texas, is looking for a Personal Lines Client Advisor to provide exceptional client service while supporting retention and growth initiatives. This role requires proactive communication and relationship-building to enhance client experiences and support agency profitability. The ideal candidate should possess strong organizational skills and an active Property & Casualty license. Benefits include a positive work culture, health insurance, and 401(k) matching. #J-18808-Ljbffr CoVerica Insurance
- ...offer work/life balance and professional growth Mission-driven work making a global... ...Summary The Customer Support & Retention Advisor engages with potential customers regarding... ...scheduling and account inquiries. The advisor proactively uses retention rebuttals to address...SuggestedHourly payContract workTemporary workWork experience placementWork at officeLocal areaRemote workMonday to Friday
- A mission-driven organization is seeking a Senior Growth Advisor in Texas to leverage relationships within the Christian business ecosystem for revenue growth. This role requires a proven history of strategic sales, including closing large deals, and necessitates an active...SuggestedRemote work
- Platinum Coastal Group is seeking a proactive Communications Associate for an on-site role in Dallas, Texas. This entry-level position focuses... ...demeanor. Opportunities for training, mentorship, and career growth within communications are available. #J-18808-Ljbffr Platinum...Suggested
$96.5k - $207.5k
...Function The Trust Advisor will provide... ...involves managing personal trusts, ensuring compliance... ...support regional growth strategies and... ...satisfaction and retention. Identify at-risk clients and proactively work to resolve all... ...based upon company, line of business and/or...SuggestedWork at office- Integrity is seeking a Head of Advisor Field Management in Dallas, Texas. This senior leadership role focuses on driving organic growth and advisor retention by building strong relationships and enhancing platform adoption. The ideal candidate will have over 15 years of...Suggested
- ...Consultants to lead and develop a team focused on member engagement and retention. This role requires over 5 years of experience in financial... ...work schedule and a generous benefits package to support professional growth. #J-18808-Ljbffr GuideStone Financial ResourcesFlexible hours
- Teachers Insurance and Annuity Association of America seeks a Managed Account Consultant to proactively drive sales and advisor engagement for managed account solutions. The ideal candidate will have over 5 years of financial services experience and strong product knowledge...
- ...Utilize objective and sound personal financial planning and financial... ...financial planning analysis. Proactively work with the financial advisor on assigned investment accounts... ...Accountants (CPAs). Meet revenue growth, profitability and retention goals by developing new...Full timePart timeWork at officeShift workDay shift
- Your Role In this role, Advisors are responsible for... ...implementation, and ongoing retention of clients. Acts as... ...with team; proactively considers both strategic... ...enthusiasm A high degree of personal integrity, maturity, and... ...subsidized transit Growth & Development 100% reimbursement...Full timeSummer workWork at officeLocal areaImmediate startFlexible hours
- ...thrive in a digital age. The Role Servant is seeking a Senior Growth Advisor based in the Dallas or Austin, Texas metropolitan area. This... .... What You'll Do Originate and Close Deals: Leverage your personal network and outreach to build a pipeline targeting $2.5‑$3M in...Base plus commissionContract workLocal areaRemote work
- ...Associate Account Advisor Fotona is one of the world's fastest... ...data entry. This person will succeed in the role by... ...Responsibilities Drive Revenue Growth: Accelerate sales across a... ..., and accessories). Proactive Account Retention: Monitor active contracts to...Base plus commissionContract workMonday to Friday
$97k - $192k
...play a pivotal role in addressing members’ financial needs, demonstrating leadership in the community, and supporting the continued growth of the local office. Over time, the role can expand to include recruiting, training, and developing other financial representatives...Work at officeLocal areaWork from homeFlexible hours- LiveHappy Initiative is looking for a Senior Business Growth Advisor to lead consultative discovery sessions with executives and professionals. The role involves aligning individual needs with personal development solutions and building trust with decision-makers. Ideal...Remote jobFlexible hours
- Planstin is seeking an Advisor Specialist to support and expand relationships with licensed insurance brokers. This high-impact role involves... ...partnerships, navigating sales opportunities, and driving growth in the benefits market. The successful candidate will have...Remote job
- ...Dallas, Texas is seeking experienced Wealth Advisors to provide comprehensive wealth... ...with clients. The role involves developing personalized financial strategies and delivering tailored... ...tier resources and opportunities for professional growth. #J-18808-Ljbffr Beacon Pointe
- ...Candidates must possess outstanding social skills and the ability to work in a team or independently. The company promotes internal growth, ensuring a positive work environment. You can select the days you wish to work, creating a work-life balance that suits your needs...Weekly payPart timeRemote workFlexible hours
$74.8k - $139.9k
...Supervising Associate supporting communications for EY’s Industries and Growth pillars, you will play an important role in delivering high-... ...people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or...Summer holidayFlexible hours$97k - $192k
...play a pivotal role in addressing members’ financial needs, demonstrating leadership in the community, and supporting the continued growth of the local office. Over time, the role can expand to include recruiting, training, and developing other financial representatives...Work at officeLocal areaWork from homeFlexible hours- ...strategy in one integrated, proactive approach. Registered with the... ...love to connect! The Financial Advisor will work directly with high-... ...to the firm’s long-term growth. Advisors partner closely with... ...relationships, with a focus on long-term retention and trust. Identify...Permanent employmentFull timeWork at office
- Position: Financial Advisor II - Dallas Market... ...with offerings in personal and private banking... ...closely with various lines of business within... ...customers, providing proactive advisory services.... ..., focusing on retention, acquisition, and revenue growth. Foster strong working...Monday to Friday
- ...unlimited commission potential, with a flexible hybrid work setting. Ideal candidates are goal-oriented with a desire for professional growth. Benefits include 401(k), medical, and a signing bonus. Join a team dedicated to making a difference in clients' lives. #J-18808-...Full timeRelocation packageFlexible hours
- Vanguard is seeking Certified Financial Advisors to join our team in Plano, TX. This role involves establishing and maintaining client... ...planning guidance. The inclusive environment supports professional growth, making Vanguard an ideal place to advance your career....Flexible hours
- ...exceptional social skills, strong organizational abilities, and effective communication skills. You will help create a positive workplace while managing tasks efficiently. Opportunities for growth within the company are available. #J-18808-Ljbffr Remote Jobs SolutionsRemote jobWeekly payPart timeFlexible hoursShift workNight shiftDay shift
$10 per hour
...that combines expert advisors with cutting-edge technology... ...is real, and your growth is a shared priority,... ...deliver a high‑quality, personalized client experience.... ...Demonstrated track record of proactive business development... ...of strong client retention and organic book growth...Remote workFlexible hours- A financial services platform is seeking a Financial Advisor to manage high-net-worth client portfolios. The role involves advanced financial planning and investment guidance, alongside growth strategy initiatives. Ideal candidates will have 1-3 years of experience, active...
- ...managing projects. Ideal candidates will have 4 to 6 years of experience in valuation, a relevant degree, and effective communication skills. Competitive benefits offered, including a bonus program and growth opportunities. #J-18808-Ljbffr VRC (Valuation Research Corporation)Flexible hours
- ...coordinate daily activities, and analyze performance metrics in a fast-paced environment. The company offers hands-on training and a growth-oriented atmosphere, ideal for individuals eager to advance into management and business development roles. #J-18808-Ljbffr Toro...
- ...will be provided. Candidates should have strong social skills, excellent written and verbal communication abilities, and the capability to manage multiple tasks professionally. Join us for a positive work environment with opportunities for growth. #J-18808-Ljbffr WorkpathRemote jobWeekly payPart time
- SWBC in Dallas is looking for a Wealth Advisor to work with clients in creating comprehensive financial plans. This role involves analyzing... ...compensation package and various employee benefits, SWBC offers opportunities for career growth and training. #J-18808-Ljbffr SWBC
- First United Bank seeks an In-House Financial Advisor to manage a defined book of client relationships, focusing on delivering a consistent... ...include managing assets, client transitions, and growth within the assigned book while adhering to regulatory standards...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Personal Lines Advisor: Proactive Retention & Growth. Be the first to apply!

