Top 66 Insurance advisor Jobs in Richmond, Va

Registered Client Service Associate
Davenport & Company —Richmond, VA
- $63,000 - $83,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Profit sharing
- Health savings account
Licensed Sales Professional (LSP) - VA
Allstate —Virginia
- $36,000 - $100,000 a year
- Full-time
- In-person
- Communication skills
- Entry level
Pet Insurance Sales Associate - Richmond, VA
Fetch —Richmond, VA
- $55,000 - $92,000 a year
- Full-time
- 3 years
- Administrative experience
- Travel
- Commuter assistance
- Health savings account
Quick Apply
Pet Insurance Sales Associate - Richmond, VA
Fetch Pet Insurance —Richmond, VA
- $55,000 a year
- Full-time
- 3 years
- Administrative experience
- Travel
- Tuition reimbursement
- Paid time off
Commercial Insurance Producer
The Misch Group —Richmond, VA
- $150,000 - $200,000 a year
- Full-time
- 5 years
- Computer literacy
- Computer skills
Quick Apply
10d
Enterprise Customer Success Manager
MariaDB plc —Richmond, VA
- $70,000 - $75,000 a year
- Full-time
- Remote
- Mid-level
- Analysis skills
- Organizational skills
- Paid holidays
- Disability insurance
Quick Apply
Financial Advisor - Richmond and surrounding area
Thrivent —Richmond, VA
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
Quick Apply
Financial Consultant: Retirement Benefits Group
Equitable Advisors —Richmond, VA
- $24,850 - $125,000 a year
- Full-time
- Sales
- Mid-level
- Bachelor's degree
- Health savings account
- Employee stock purchase plan
Quick Apply
Director of Wealth Services
Bill Good Marketing —Richmond, VA
- $80,000 - $98,000 a year
- Full-time
- Office
- Team management
- Financial services
- Paid holidays
- Disability insurance
Quick Apply
Financial Advisor
[email protected] —Colonial Heights, VA
- $50,000 - $100,000 a year
- Choose your own hours
- Background check
- Military
- Mid-level
- Paid training
- Health insurance
Quick Apply
Associate Financial Advisor
Edward Jones —Midlothian, VA
- Full-time
- Data analysis skills
- Research
- Mid-level
- Profit sharing
- Health savings account
Financial Representative
Northwestern Mutual —Richmond, VA
- $75,000 - $150,000 a year
- Full-time
- Background check
- Hospitality
- Sales
- Paid training
- Health savings account
Quick Apply
Financial Advisor
Cornerstone Advisor Group —Richmond, VA
- $75,000 - $120,000 a year
- Full-time
- Mid-level
- Business development
- Communication skills
- Opportunities for advancement
Quick Apply
9d
RSVP - W2 Life Insurance Specialist - Remote - Hiring Event
Insurance Supermarket Inc. —Virginia
- $38,500 - $180,000 a year
- Full-time
- Computer literacy
- Mid-level
- Communication skills
- Health insurance
- Paid time off
Licensed Medicare agents wanted for IMMEDIATE OPPORTUNITY
Advocate Health LLC —Richmond, VA
- $1,000 - $100,000 a year
- Part-time
- Microsoft Word
- Microsoft Outlook
- Mid-level
- Work from home
- Flexible schedule
Quick Apply
4d
Sales Development Representative - Finance
Mutual of Omaha Advisors —Richmond, VA
- Up to $96,000 a year
- Full-time
- Background check
- Classroom
- Research
- Health insurance
- Dental insurance
Quick Apply
2d
Financial Advisor
First Command —Virginia
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training
2d
Fast Track Manager - Career Transition
New York Life —Richmond, VA
- $60,000 - $250,000 a year
- Full-time
- Mid-level
- Office
- Business development
- Health insurance
- Dental insurance
Quick Apply
4d
Financial Advisor
Edward Jones —Midlothian, VA
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
13d
Financial Advisor
First Command —Colonial Heights, VA
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training
2d

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insurance advisor jobs near richmond, va

Registered Client Service Associate

Davenport & Company -
Richmond, VA

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Job Details

Full-time
$63,000 - $83,000 a year

Benefits

Profit sharing
Health savings account
Disability insurance
Health insurance
Dental insurance
401(k)
Paid time off
Opportunities for advancement
Life insurance

Qualifications

Customer communication
Securities Industry Essentials

Full Job Description

REGISTERED CLIENT SERVICE ASSOCIATE

Location: Richmond, VA

Hiring Range: $63,000 – 83,000

OVERVIEW:

Davenport is seeking a hard-working, detail oriented, and business-minded professional to join its Richmond team. This full-time, non-exempt position will support a Financial Advisor in the office and serve as a back-up to other Client Service Associates as necessary. As a Client Service Associate, your primary responsibility is to serve the needs of Financial Advisors with regards to servicing customers and fostering a positive relationship between clients and the firm.

An ideal candidate will have a banking or financial services background, with excellent customer service and communication skills. At Davenport, we are proud of our commitment to service, with both internal and external clients.

RESPONSIBILITIES:

Responsibilities of this position include, but are not limited to:

Answering phones, filing, and preparing correspondence
Submitting client requests for checks, wires, transfers, and security registrations
Helping clients to understand their monthly statements and annual tax notices
Acquiring cost basis
Responding on a timely basis to operational notices
Assisting with all forms of account paperwork
Maintaining records and files as required by the Compliance department
Processing mailings and arranging seminars
Working with internal service departments including Operations, Financial Services, and Research, among others
Cooperating with co-workers to cover various needs as they arise in the sales area

QUALIFICATIONS:

College Degree preferred
Experience in financial services or banking strongly preferred
FINRA Licensing: SIE, Series 7, and Series 63 (or FINRA-recognized equivalent) required
Extremely well-organized, detail oriented and accurate; must be able to multi-task and meet deadlines
Highly motivated with excellent communication and customer service skills
Proficiency in Microsoft Outlook, Word, and Excel
Ability to learn and master computer programs that house customer data
Basic bookkeeping skills and record keeping ability
Ability to understand and adhere to industry rules and regulations
Professional demeanor

PAY RANGE:

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.

SALARY & BENEFITS:

We offer a competitive salary and excellent benefit program, including safe harbor 401(k) contribution, profit sharing plan, disability and life insurance, high deductible health plan with an HSA, Paid Time Off and elective dental benefits. We offer wellness programs and support a friendly and collegial culture, with company sponsored volunteer opportunities during business hours.

DAVENPORT IS AN EQUAL OPPORTUNITY EMPLOYER

Davenport & Company LLC provides equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, ethnicity, religion, gender, pregnancy/childbirth, age, national origin, sexual orientation, gender identity or expression, disability or perceived disability, genetic information, citizenship, veteran or military status, marital or domestic partner status, or any other category protected by federal, state and/or local laws.

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Refine Your Search

insurance advisor jobs in richmond, va

Registered Client Service Associate

Licensed Sales Professional (LSP) - VA

Pet Insurance Sales Associate - Richmond, VA

Pet Insurance Sales Associate - Richmond, VA

Commercial Insurance Producer

Enterprise Customer Success Manager

Financial Advisor - Richmond and surrounding area

Financial Consultant: Retirement Benefits Group

Director of Wealth Services

Financial Advisor

Associate Financial Advisor

Financial Representative

Financial Advisor

RSVP - W2 Life Insurance Specialist - Remote - Hiring Event

Licensed Medicare agents wanted for IMMEDIATE OPPORTUNITY

Sales Development Representative - Finance

Financial Advisor

Fast Track Manager - Career Transition

Financial Advisor

Financial Advisor

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