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We’re a recognized Elite Agency award winner and a leading property and casualty broker, benefits consultant, wealth manager, and retirement plan advisor. Familiarity with major markets, such as AIG, Chubb/ACE, PURE and Cincinnati Financial.
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Felton, Berlin & Erdmann is a division of NFP Property & Casualty, specializing in providing high-net-worth individuals and their families the highest level of risk management services in the nation.
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Whether a customer wants to grow their business, buy a home, or feel confident in their retirement plan, they have a partner in Ameris Bank. We serve customers in our locations across the Southeast, Mid-Atlantic and nationwide through our extensive digital offerings and mobile app.
$33,594 - $55,000 a yearFull-timeRemoteExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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Presents all retirement plan and flexible spending account products and services of Paychex to final decision makers and end users within the prospect universe for the purpose of closing new sales.
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Participates in training sessions and continues self-study modules to become a Senior Retirement Plan Sales Representative. Schedules appointments and visiting potential and current referral sources, specifically the financial advisor channel and registered investment advisor community to secure referrals to end users.
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Selling Company's products and services by developing new clients and increasing the client base to increase profits in the Human Resource Services organization. Completes and submits accurate new business paperwork and expense reports by agreed upon dates set by Sales management to ensure timely processing.
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Salaried Financial Advisor / Retirement Plan Sales Consultant. Posted: 01/30/2024 Industry: Employee Benefits & Retirement Services Job Number: TY24.1. Retirement Plan Advisory Sales Consultant.
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CBIZ Benefits & Insurance Services is a division of CBIZ, Inc., providing benefits consulting, HRIS technology, payroll, human capital management, property and casualty, talent and compensation solutions, and retirement plan services to organizations of all sizes.
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Establishes and maintains partnerships with Sales, Branch, Hub, and Premier personnel to ensure that all current client needs are being met. Prospects utilizing the telephone, direct mail, seminars, current client visits, or other local marketing programs directed by Sales management for the purpose of seeking new clients and referral sources.
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With over 120 offices and nearly 7,000 associates in major metropolitan areas and suburban cities throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.
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Status Category: Full-Time Exempt/Non-Exempt: Exempt Scheduled Hours Per Week: 40 Job Code: BI0131 With over 120 offices and nearly 7,000 associates in major metropolitan areas and suburban cities throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.
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An established agency is seeking a Licensed P&C Commercial Lines Account Executive to join the agency. Employee Benefits Client Manager Farmingdale, NJ. Understanding of commercial insurance underwriting, coverage & rate analysis.
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Please keep in mind that this is the base pay only and does not consider other components that make up the total rewards package for the position. In the spirit of pay transparency, we are excited to share that the starting base pay for this position is $59,000 + Bonus.
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CBIZ is ranked as a Top 20 Largest Broker of U.S. Business (Business Insurance Magazine) and a Top 100 Retirement Plan Adviser (PLANADVISER). Technical knowledge relative to the industry and incorporating contract provisions, renewal and claims processing, plan knowledge, and carrier funding.
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Achieves and continually develops technical, competitive and sales skills knowledge to ensure excellence in lead generation, presentations and closing skills. May be required to travel outside of geographical territory for purposes of attending Conference, training sessions and/or area regional or national meetings.
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financial services retirement plan jobs Title: account executive
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