Client-Focused Insurance & Financial Services Pro
Primm Insurance & Financial Services, Inc.
Primm Insurance & Financial Services, Inc. in Cleveland, OH is looking for an outgoing Insurance Agent to build customer relationships and promote State Farm products, including auto, home and life insurance. The ideal candidate will be enthusiastic about insurance, possess strong organizational skills, and be self-motivated. The package includes a salary plus commission, paid time off, and a signing bonus ranging from $500 to $1,000. This role also offers opportunities for growth within the agency. #J-18808-Ljbffr Primm Insurance & Financial Services, Inc.
- A financial services firm in Ohio is seeking an insurance sales representative to drive sales and cultivate client relationships. The role involves prospecting for clients, assessing risks... .... This position requires a sales-focused mindset to meet targets, along with the...Suggested
- ...Commercial Lines Client Advisor Acrisure is a global Fintech... ...tech to offer multiple financial products and services to millions of businesses... ...grow what matters, including Insurance, Reinsurance, Cyber... ...growth in the industry with a focus on utilizing technology and...SuggestedImmediate startFlexible hours
- A financial services company is seeking an Insurance Account Executive to manage high-net-worth personal lines accounts. The ideal candidate will deliver exceptional client service and handle complex risk exposures. Responsibilities include managing client portfolios,...SuggestedRemote work
- Rivercity Insurance & Financial Services in Cleveland, OH is looking for motivated Sales and Marketing professionals. This role requires developing client relationships and recommending insurance and financial solutions. Ideal candidates have strong communication skills...Suggested
$75k - $85k
Dormont Manufacturing Co is seeking a financial advisor in Cleveland, Ohio. In this role,... ...tailored financial advice and solutions to clients, helping them achieve their financial... ...licenses and experience in the financial services industry, with strong relationship management...SuggestedFull time- A leading financial services firm based in the Cleveland area is seeking a Personal Lines Insurance Specialist to manage a portfolio of high-net-worth clients. The ideal candidate will ensure exceptional client service while navigating complex insurance needs, including...
- A leading insurance agency in Cleveland is seeking Licensed Life Insurance Agents to join their team. You will have the flexibility of remote... ...into training, leadership, and even agency ownership. With a focus on support and innovation, this is the perfect opportunity for...Remote work
$100k - $175k
...Cleveland, Ohio (Hybrid; Onsite Client Engagements Required) Work... ...manage a portfolio of commercial insurance clients. The role involves... ..., delivering client advisory services, and overseeing all aspects... ...). Collaborative and client-focused work environment. Health, dental...Permanent employmentFull timeWork at officeNight shift$265k - $325k
...comprehensive investment banking services with access to a global... ...rank among the leading financial services firms based on... ...group, you’ll provide clients with advice on all... ...through highly focused industry teams with world... ...valuation analysis, and pro forma financial modeling...Work experience placementSummer holidayWork at officeFlexible hours- ...and one of the largest health insurance companies based in Ohio. We... ...Team for 51+ sized clients in a fast-paced environment.... ...years support experience in a financial service, health insurance, customer... ...dividends to investors. Instead, we focus on developing products and...Casual workRemote work3 days per week
- Crains Cleveland is seeking a client-focused professional to engage clients in the lobby and assist them with self-service banking resources. The role involves processing cash... ...depth conversations to understand clients' financial goals. Additionally, the candidate will...
$103.6k - $189.9k
...Tax – Global Compliance & Reporting Insurance – Financial Services Organization The opportunity EY... ...Financial Services Organization (FSO). Our focused model and bold ambition have put us... ...working side by side with a range of clients from our most venerable institutions...Summer holidayLocal areaFlexible hours$60k - $67k
...Overview Amtrust Financial Services, a fast-growing commercial insurance company, has an immediate need for a Talent Acquisition... ...‑cycle recruitment for internal client groups with high volume... ...of potential candidates through pro-active market research, sourcing...Work at officeImmediate startWork from homeFlexible hours$35k - $85k
Primm Insurance & Financial Services, Inc. is looking for an Insurance Account Representative to join their winning team in Cleveland, Ohio. This role involves providing outstanding customer service, developing leads, and supporting marketing initiatives. You will work...Local areaFlexible hours- A national accounting firm is looking for a Tax Manager in Beachwood, OH. Responsibilities include preparing tax returns, managing client relationships, and supervising associates. Required qualifications include a Bachelor's degree in Accounting and a CPA license. The...
$102.1k - $187k
...better working world. Tax Services Manager - Financial Services Office - Customer... ...Organization (FSO). Our focused model and bold ambition... ...side by side with a range of clients from our most venerable... ...Wealth and Asset Management, Insurance, and Real Estate,...Summer holidayWork at officeRemote workFlexible hours- ...Capital Management is seeking a Senior Financial Planner to join our Financial Planning team... ...working closely with advisors and clients to produce essential financial planning... ...plans while coordinating with integrated service partners. The ideal candidate will have...
- ...managing relationships with high-net-worth clients and ensuring the delivery of a comprehensive Wealth Plan, focusing on asset management, loans, and deposits. Applicants... ...0 years' experience in wealth management or financial services. The position offers opportunities for...Work at officeRemote workFlexible hours
$25k
...looking for an experienced financial sales professional. This role... ...responsible for conducting client meetings and upholding... ...leads for you, allowing you to focus on building retirement... ...helping retirees. We are a full-service RIA and insurance firm that was built not...$265k - $325k
...comprehensive investment banking services with access to a global... ...rank among the leading financial services firms based on... ...group, you’ll provide clients with objective advice... ...through highly focused industry teams with world... ..., valuation, and pro forma modeling. Identify...Work experience placementSummer holidayWorldwideFlexible hours- A leading financial services firm is seeking an Associate Relationship Banker in Cleveland, OH. In this role, you will deliver exceptional customer service and build lasting relationships with clients while using cutting-edge financial technology. You will leverage your...
- KeyCorp in Cleveland, Ohio, is seeking a Mortgage Loan Officer (MLO) who will assist clients with residential mortgage loans. The MLO will develop referrals to grow Key's home lending business while meeting sales goals and ensuring client satisfaction. The ideal candidate...
- A prominent financial services firm in Ohio is seeking an Assurance Manager to oversee complex audits and manage client relationships. The ideal candidate will have a Bachelor's degree... ...arrangements and a supportive company culture focused on professional growth. #J-18808-...Work at office
- ...financing, research, and advisory services. With a national platform... ...mission is to help our clients create and preserve wealth... ...you're coming from financial services, insurance, real estate lending, or enterprise... ...** Non-competing managers focused on coaching, development,...For contractorsWork experience placementLocal area
- ...Commercial Lines Client Advisor page is loaded## Commercial... ...across a range of insurance, reinsurance, payroll,... ..., mortgage services – and more.In the last... ...fortune 500 companies that focuses on reducing insurance... ...with company match and financial wellness programs* Flexible...Temporary workWork at officeImmediate startFlexible hours
$150k - $185k
...offers investment banking services with access to a global... ...rank among the leading financial services firms based on... ...with industry-focused investment banking professionals... ...with developing client deliverables ranging from... ...valuation analysis and pro forma financial modeling...Work experience placementSummer holidayWork at officeFlexible hours- ...inquiries about mortgage loans and promote additional bank products. The role involves communication with clients via phone and email, emphasizing excellent customer service. Candidates should have 1-2 years of mortgage loan experience, strong interpersonal skills, and the...
- A leading tax services provider in Cleveland, OH is seeking an Associate Payroll Tax Specialist to support client tax maintenance. Responsibilities include analyzing payroll data, resolving tax notices, and ensuring compliance with tax regulations. The ideal candidate will...Full time
$37k - $50k
...exciting opportunity with us. Position Summary The Client Bookkeeper performs ongoing, execution-focused bookkeeping services for company clients in support of client... ...This role supports accurate and timely client financial records through consistent application of defined...Work experience placementWork at officeRemote workFlexible hoursShift work- ...objectives because the trust our clients place in our talented... ...accomplish goals with a focus on attracting, developing... ...in professional services, investment banking or financial services preferred. ~ Proven... ...primarily to independent insurance agents, brokers and carriers...Work at office
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