Remote Personal Lines Sales Executive - Client Advisory
NFP
NFP Corp is seeking a Personal Risk Client Executive/Sales Advisor who is P&C licensed and experienced in Personal Insurance sales. Located in Wallingford, Connecticut, the role offers both remote and hybrid schedules. Responsibilities include advising clients, delivering tailored insurance products, and collaborating closely with Carrier Underwriters. The ideal candidate has at least 3 years of relevant experience, strong sales skills, and the ability to communicate effectively. A competitive salary and commission structure are provided. #J-18808-Ljbffr
$50k - $65k
NFP Corp is looking for a Personal Risk Client Executive/Sales Advisor to join our team, offering remote or hybrid schedules from our offices in West Hartford, CT or Vermont. The ideal candidate will have a P&C license, proven sales experience, and strong communication...Remote jobFull time$50k - $65k
A leading insurance advisory firm located in Glastonbury, Connecticut, is seeking a Personal Risk Client Executive/Sales Advisor. This full-time role involves advising clients on personal... ...tailored solutions. The position offers remote or hybrid work arrangements. Candidates...Remote jobFull time- ...Specialty Sales Executive - BFS AI Advisory NTT DATA Services strives to hire exceptional... ...to succeed across all lines of their enterprise. We... ...Financial Services (BFS) clients in North America. This role... ...While many positions offer remote or hybrid work options, these...Remote workWork at officeFlexible hours
- ...Description This is a 100% remote position requiring regular travel... ...to account managers of Advisory opportunities. Contribute to... ...assigned specialty services to clients based on highly technical knowledge... ...specialty services throughout sales cycle. Maintain knowledge...Remote work
$150.5k - $199.5k
...The Senior Sales Executive, Renewable Energy Advisory is responsible for driving strategic growth... ...advisor to senior client stakeholders and as a strategic... ...processes. This a remote position based in US or Canada... ...-solving to safeguard personal data and conviction to...Remote workFull time- Lmhscpas in Norwell, MA, is seeking a Tax Manager to manage client tax engagements and ensure compliance with tax laws. The role involves leading teams in tax preparation and advisory services while providing high-quality client service. The ideal candidate will have 10...Remote jobFull timeWork from home
$122.5k - $148.75k
...experienced Technical Sales Executive, Renewable Energy Advisory to support the... ...team, you will lead client engagement, identify... ...The role can be remote in the US or Canada... ...budget alignment in line with client expectations... ...to safeguard personal data and conviction...Remote workFull timeWork at office$50k - $65k
NFP Corp is looking for a Personal Risk Client Executive/Sales Advisor to join their team in Windsor, CT. This full-time role offers a remote or hybrid schedule. The main responsibility is to advise and deliver personal insurance products tailored to client needs. Key qualifications...Remote jobFull time$50k - $65k
A leading insurance provider in the U.S. is seeking a Personal Risk Client Executive/Sales Advisor experienced in P&C Personal Insurance sales. This full-time role allows for hybrid or remote work from Connecticut or Vermont. The ideal candidate should possess strong sales...Remote jobFull time- ...A prominent executive search firm is seeking a Partner in Accounting Advisory based in San Francisco. In this role, you will work closely with top management across diverse industries, leading client engagements and advising on complex accounting issues. The position requires...Remote work
- ...Edtech Tele Counsellor/ Tele Sales || Remote || Rotational Shifts Responsibilities: Lead Calling: Make daily calls to all assigned leads and ensure consistent follow-ups to drive conversions. Client Handling: Manage client interactions. Online Meetings: Conduct online...Remote workWork from homeShift work
$185k - $190k
...A financial services organization based in New York is seeking a Client Advisory Specialist to optimize business management and deepen client engagement. The successful candidate will collaborate across teams to deliver comprehensive services while managing relationships...Remote work- ...Southfield, Michigan, seeks a seasoned professional to lead client advisory engagements at a CFO-level. You will deliver strategic financial... ...years of relevant experience. Wipfli offers flexibility with remote work options and a comprehensive benefits package. #J-18808-...Remote work
- A leading investment advisory firm is seeking a Client Advisory Associate for a fully remote position. In this role, you will serve as the primary point of contact for client inquiries, manage account maintenance, and collaborate with lead advisors to implement financial...Remote work
- ...A market research consulting firm is hiring a Client Advisory Manager to serve as the primary contact for 25–35 university clients. This... ...actionable insights, and providing strategic advice in a fast-paced, remote-first environment. The ideal candidate will have over 3 years...Remote work
- ...seeking an experienced Tax Manager in Seattle, United States. The role involves reviewing and preparing complex tax returns for various clients and acting as the primary contact for client communication. The ideal candidate will possess a CPA and have over 5 years of...Remote workWork from homeFlexible hours
- ...A boutique financial advisory firm is seeking an experienced Client Service Associate to support firm partners in a fast-paced, remote environment. The role involves coordinating client... ...requests, maintaining digital files, and executing administrative tasks while...Remote workFlexible hours
- ...Refinitiv is looking for a Senior Sales Executive in Eagan, Minnesota to drive growth in our AI-enabled legal tech portfolio. You will manage end-to-end sales cycles with Financial/Transactional clients, collaborating closely with cross-functional teams. This role requires...Remote workFlexible hours
- ...The Adecco Group is seeking a Sales Executive in Pennsylvania. This role involves prospecting new business, negotiating... ...exceptional customer service to Fortune 500 clients. You will benefit from a comprehensive remote training program, and the flexibility to work from...Remote workWork at officeWork from home
- ...Refinitiv is looking for a Senior Sales Executive to drive growth for its AI-enabled legal technology. This role focuses on Financial Clients, aiming to strengthen connections in transactional markets. You will own full-cycle enterprise sales and develop tailored strategies...Remote work
- ...Illinois, seeks an experienced professional to lead client advisory engagements at a CFO-level, leveraging 8+ years... ...developing trusted relationships with client executives. The role offers flexibility to work remotely, supporting team collaboration across geographies...Remote work
- ...A leading accounting advisory firm in Orlando, Florida, is seeking a Senior Manager in Accounting... ...companies, mentoring teams, and leading client engagements. Candidates should have over... ...position offers flexibility with office, remote, and client site work options. #J-18808-...Remote workWork at office
- ...RES Consultant Group is seeking a remote Client Relationship Manager/Senior Accountant to handle a book of 30-40 clients. This role involves accounting, advisory services, tax preparation, and bookkeeping for clients primarily in the dental industry. The ideal candidate...Remote work
$185k - $200k
CFA Institute is seeking a Client Advisory Specialist in New York, NY. This role involves coordinating with sales teams and engaging clients to deepen relationships across multiple territories. Applicants should have a minimum of five years in intermediary distribution...Remote jobVisa sponsorship- ...least 8 years of public accounting or industry experience for a client advisory role. Responsibilities include leading CFO-level engagements,... ...relationship-building. This position allows for hybrid or remote work, providing flexibility in how work is performed. #J-1880...Remote work
- MBE CPAs is seeking a Client Accounting Services Department Manager in Dallas, Texas. This... ...the CAS practice, overseeing client advisory engagements, and developing a high-performing... ...required, this position offers a hybrid or remote work model, reflecting an entrepreneurial...Remote job
$77k - $154k
...Description The Insurance Sales Executive Senior – Commercial P&... ..., particularly with clients in the $50M–$500M+... ...Expertise across all lines of commercial P&C insurance... ...clients. Execute a personal business plan to ensure... ...and do their best work. Remote roles will also have...Remote workWork at officeWork from homeFlexible hours- MBE CPAs is seeking a Client Accounting Services Department Manager to lead and transform... ...position will involve building a client advisory focused CAS model and overseeing client engagements... ...required, the role offers hybrid or remote options. Join MBE CPAs for a high-impact...Remote job
- MBE CPAs is looking for a Client Accounting Services Department Manager, a senior leadership... ...high-performing team, overseeing client advisory engagements, and driving service... ...time flexibility with options for hybrid or remote work. Join us for long-term growth and innovation...Remote jobFull time
$80k - $95k
Perkins & Co in Portland, OR is hiring a Client Accounting Senior Associate to modernize workflows and expand advisory services. Candidates should have a Bachelor’s degree, 5+ years in accounting, and QuickBooks certification. This role offers flexibility in work arrangements...Remote job
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