Top 65 Client advisor Jobs in Walla Walla, Wa

Sales Executive - Personal Insurance
Marsh McLennan Agency-Northwest —Walla Walla, WA
- $62,500 - $116,400 a year
- Full-time
- Mid-level
- Office
- Profit sharing
- Paid parental leave
RSVP - W2 Life Insurance Specialist - Remote - Hiring Event
Insurance Supermarket Inc. —Washington State
- $38,500 - $180,000 a year
- Full-time
- Computer literacy
- Mid-level
- Communication skills
- Health insurance
- Work from home
Universal Banker I
Baker Boyer National Bank —Walla Walla, WA
- $18.65 - $26.11 an hour
- 8 hour shift
- Microsoft Outlook
- English
- Office
- Profit sharing
- Wellness program
Quick Apply
7d
Business Advisor I
Baker Boyer National Bank —Walla Walla, WA
- $81,020 - $110,000 a year
- 8 hour shift
- Computer literacy
- Research
- Mid-level
- Profit sharing
- Wellness program
Quick Apply
14d
Financial Advisor - Washington (Career Changer / New to Industry)
WealthBridge Financial Group —Walla Walla, WA
- $125,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Career-Transition Partnership - For Advisors Approaching Reduced Production
WealthBridge Financial Group —Walla Walla, WA
- $125,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Wealth & Trust Advisor
Baker Boyer National Bank —Walla Walla, WA
- $81,020 - $144,418 a year
- 8 hour shift
- Background check
- CPA
- Computer literacy
- Profit sharing
- Wellness program
Quick Apply
Consumer Loan Processor Underwriter
Baker Boyer National Bank —Walla Walla, WA
- $23.74 - $33.38 an hour
- 8 hour shift
- Computer literacy
- Office
- Finance
- Profit sharing
- Wellness program
Quick Apply
Experienced Financial Advisor - Confidential Move Conversation
WealthBridge Financial Group —Walla Walla, WA
- $125,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Advisory
ITC WORLDWIDE —Walla Walla, WA
- CPA
- Bachelor of Science
- Mid-level
Quick Apply
Senior Wealth & Trust Advisor
Baker Boyer National Bank —Walla Walla, WA
- $107,000 - $166,000 a year
- 8 hour shift
- Background check
- CPA
- Computer literacy
- Profit sharing
- Wellness program
Quick Apply
Relationship Manager – Private Wealth & Tax Solutions
Wilson Hand LLC —United States
- $175,000 - $950,000 a year
- Full-time
- Remote
- CPA
- Bachelor's degree
- Accounting
- Flexible schedule
Quick Apply
Fractional Healthcare & Regulatory Counsel
bVital Park City —United States
- Full-time
- Remote
- HIPAA
- Senior level
- Flexible schedule
Quick Apply
Microsoft Dynamics 365 Commerce Consultant
Flex Employee Services —United States
- $53 - $58 an hour
- Contract
- Remote
- Background check
- Product management
- Senior level
- Health insurance
- Dental insurance
Quick Apply
2d
Forward Deployed Engineer - FDE - Remote
UnitedHealth Group —United States
- $176,700 - $302,900 a year
- Full-time
- Remote
- 7 years
- Azure
- Computer Science
3d
Senior Compliance Consultant – Money Transmitter & Payments (Remote)
Orion Placement —United States
- $80,000 - $100,000 a year
- Full-time
- Remote
- 5 years
- Finance
- Analysis skills
- Dental insurance
- Paid time off
Quick Apply

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Sales Executive - Personal Insurance

Marsh McLennan Agency-Northwest -
Walla Walla, WA

Apply Now

Job Details

Full-time
$62,500 - $116,400 a year

Benefits

Profit sharing
Paid parental leave
401(k)
Parental leave

Qualifications

Insurance needs analysis
Referral-based lead generation
Sales referrals
Opportunity Management
Mid-level
Client relationship development
Sales growth strategy
Coordinating with insurance clients
Initial Contact (sales skills)
Prospecting
Business development within finance
Sales strategy
Insurance for risk management
Client referrals
Insurance sales
Relationship building in financial sales
Solution selling approach
Risk control strategy

Full Job Description

The Job:

McDonald Zaring is proud to be a part of the Marsh McLennan Agency family, an organization with people that share our same values!

McDonald Zaring is seeking a passionate and dynamic Sales Executive to work within our Personal Insurance division. This individual will serve as a trusted partner and advisor to their clients and understands the lifestyle concerns and insurance needs of individuals. Our ideal candidate is adept at consultative selling and tailoring personal risk management solutions according to their client’s unique circumstances.

In your career at McDonald Zaring, you’ll be given constant support, with a hands-on training program, consistent feedback and development, and work alongside driven and passionate sales professionals. We will give you access to mentorship, training, resources, and development to ensure your success, but you will need to supply the spirit. Our colleagues don’t stop short of excellence and are compelled to do what’s best for their clients, colleagues and communities.

From admin to accounting and everything in between, we believe our team is all in sales together. We're dedicated to representing our brand with excellence and integrity in every interaction. We collaborate with intention and know every one of us plays a vital role in our shared success.

What You'll Be Doing:

Develop new opportunities from a variety of personal lines referral networks (wealth advisors, banks/financial institutions, law firms, accountants, and other referral networks).
Evaluate and implement personal insurance cross-sell opportunities within the local office and across the McDonald Zaring organization.
Organize and execute a multi-faceted sales plan to effectively make direct contact with prospects.
Participate in our collaborative development and training program to become an expert at identifying and minimizing your clients’ risk.
Drive sales results by leveraging your business acumen and training to increase revenue to the firm and build your book of business.
Partner with your Client Relations team to ensure that the client receives consistent communication and service.

Who We're Looking For:

You are passionate about sales. You are a champion of the sales process and value proposition. You understand business, people, and technology and you are driven to seek out opportunities to expand your network and drive revenue growth.
You’re ready to throw all stereotypes of “insurance” out the window and challenge the status-quo.
You’re a consultant. You have the innate ability to anticipate your clients’ needs and provide them with an innovative and out-of-the-box solution.
You’re good with people, even on the tough days.
You’re team oriented. You maintain positive relationships with your colleagues—and you enjoy it.
You’re a natural leader. You actually walk the walk. You lead by example.
You love to learn. You’re earnest about improving and pursuing professional development.
You can adapt—because our industry changes constantly and so do the needs of our clients. You’re good at staying on your toes.
You’re ready for a meaningful change. No more corporate vanilla structure for you. (Yes, an insurance company really just said that.)
You embrace our core values: accountability, balance, excellence, integrity, respect and humanity.

We know there are excellent candidates who might not check all of these boxes. Don't be shy. If you're close, we'd be very interested in meeting you.

The Perks:

We take pride in providing our colleagues with a competitive compensation package; we will honor all local and state salary thresholds. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education. The salary range for this position is $62,500-$116,400/year. Additionally, the hired applicant will be eligible for commission of 40% of new sales revenue, annual profit sharing and a benefits package that includes paid paternity/maternity leave, medical leave, 401K savings and other wellbeing programs. Decisions will be determined on a case-by-case basis.

Who you are is who we are.

Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting [email protected]

#MMANW

Apply Now

Refine Your Search

client advisor jobs in walla walla, wa

Sales Executive - Personal Insurance

RSVP - W2 Life Insurance Specialist - Remote - Hiring Event

Universal Banker I

Business Advisor I

Financial Advisor - Washington (Career Changer / New to Industry)

Career-Transition Partnership - For Advisors Approaching Reduced Production

Wealth & Trust Advisor

Consumer Loan Processor Underwriter

Experienced Financial Advisor - Confidential Move Conversation

Advisory

Senior Wealth & Trust Advisor

Relationship Manager – Private Wealth & Tax Solutions

Fractional Healthcare & Regulatory Counsel

Microsoft Dynamics 365 Commerce Consultant

Forward Deployed Engineer - FDE - Remote

Senior Compliance Consultant – Money Transmitter & Payments (Remote)

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