Top 209 Benefits advisor Jobs in San Diego Ca

Client Advisor - Commercial Lines
Trucordia —San Diego, CA
- $85,000 - $110,000 a year
- Full-time
- Hybrid work
- Mid-level
- Communication skills
- Commercial
- Health savings account
- AD&D insurance
Quick Apply
CNO Financial Advisor - Hybrid Remote (CA)
CNO Financial Group, Inc. —San Diego, CA
- $80,000 - $100,000 a year
- Full-time
- Hybrid work
- Bachelor's degree
- Financial services
- Marketing
Quick Apply
Outside Sales Advisor
Trident Society —San Diego, CA
- $85,000 - $100,000 a year
- Full-time
- Background check
- Sales
- Driver's License
- Paid training
- Health savings account
Quick Apply
Tax Advisor
H&R Block —La Mesa, CA
- $20 - $40 an hour
- Contract
- CPA
- Sales
- 5 years
- Employee stock purchase plan
- Health insurance
Quick Apply
Sr Client Advisor - Commercial Lines
Trucordia —San Diego, CA
- Full-time
- Remote
- Senior level
- Communication skills
- Commercial
- Health savings account
- AD&D insurance
Quick Apply
Financial Advisor
WestPac —San Diego, CA
- Full-time
- Business development
- Bachelor's degree
- US work authorization
- Health savings account
- Health insurance
Quick Apply
Senior Client Service Associate
Advisor Staff Connection —Rancho Santa Fe, CA
- $65,000 - $85,000 a year
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
- Health insurance
- Paid time off
Quick Apply
Tax Advisor
H&R Block —Solana Beach, CA
- Part-time
- CPA
- Sales
- 5 years
- Employee stock purchase plan
- Health insurance
Quick Apply
Automotive Service Advisor/ Manager (5 Years experience required)
Multiple Locations —San Diego, CA
- Full-time
- Clean driving record
- Customer service
- English
- Paid holidays
- Health insurance
Quick Apply
Financial Advisor/ Sales (Career Changers Encouraged)
Northwestern Mutual - Downtown, San Diego —San Diego, CA
- $80,000 - $200,000 a year
- Full-time
- Bachelor of Science
- Mid-level
- Office
- Paid training
- Health savings account
Quick Apply
Financial Advisor - (Sales Role, Training provided)
Northwestern Mutual La Jolla —La Jolla, CA
- $100,000 - $250,000 a year
- Full-time
- Hybrid work
- Background check
- Bachelor of Science
- Mid-level
- Paid training
- Health savings account
Quick Apply
Sales Advisor
LUV Car Wash —San Diego, CA
- $17.75 an hour
- Full-time
- Customer service
- Bachelor of Science
- Communication skills
- Health savings account
- Health insurance
Quick Apply
5d
Wealth Advisor - Greater San Diego Area
Zions Bancorporation —San Diego, CA
- $75,000 - $125,000 a year
- Mid-level
- Analysis skills
- Bachelor's degree
- Profit sharing
- Paid training
Associate Wealth Advisor
Boutique Recruiting —San Diego, CA
- $110,000 - $120,000 a year
- Mid-level
- Office
- 3 years
- Free parking
- Profit sharing
Quick Apply
Financial Advisor
Edward Jones —Santee, CA
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Membership Sales & Client Advisor
PWG Range —Poway, CA
- $45,000 - $55,000 a year
- 8 hour shift
- Microsoft Word
- Spanish
- Microsoft Excel
- Health insurance
- Dental insurance
Quick Apply
Outside Sales Consultant / Business Performance Advisor
Insperity Support Services, L.P. —San Diego, CA
- $82,500 - $134,600 a year
- Full-time
- Mid-level
- Contracts
- Health insurance
- Dental insurance
Financial Advisor
Edward Jones —San Diego, CA
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Financial Advisor
Edward Jones —San Diego, CA
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Client Advisor - Fashion Valley
Louis Vuitton —San Diego, CA
- $24 - $28 an hour
- Full-time
- Mid-level
- Commercial
- Paid time off
- Employee discount
10d

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Client Advisor - Commercial Lines

Trucordia -
San Diego, CA

Quick Apply

Job Details

Full-time
$85,000 - $110,000 a year

Benefits

Health savings account
AD&D insurance
Paid holidays
Health insurance
Dental insurance
Flexible spending account
Paid time off
Employee assistance program
Vision insurance
Pet insurance

Qualifications

Commercial insurance policies
Sales analytics & reporting tools
Property & Casualty License
Salesforce Cloud
Sales management systems proficiency
CRM system proficiency
Insurance sales
Sales automation technologies
Analytics

Full Job Description

Company Description

Extraordinary opportunity. Exceptional experience.

Sometimes in life, you find yourself in the right place, at the right time, looking at an opportunity so extraordinary it cannot be ignored. At Trucordia, our company is built on wildly successful businesses in our communities across the country, and now we’ve come together to create the next great insurance brokerage. We offer an unrivaled combination of people, tools and solutions, and deliver exceptional experiences and opportunities for our employees, clients and stakeholders.

We celebrate both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities. Ranked as one of the fastest-growing companies in the U.S. for three consecutive years, we have more than 5,000 team members across 200 offices across the country, who actively, genuinely care about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.

Trucordia Values

We actively, genuinely CARE about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.
We COLLABORATE continuously because, together, we are more powerful and make amazing things happen for our clients and company.
We LEAD with intelligence, hunger, curiosity, energy and a future-focused attitude of “what’s next”?
We are RESULT-ORIENTED, growth-focused and driven to out-perform expectations of what an insurance brokerage can achieve.
We CELEBRATE both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities.

Job Description

Duties and Responsibilities:

Meets established sales quotas on monthly, quarterly, and annual basis.
Utilizes Trucordia sales and marketing tools to execute results-oriented activities such as cold calls, in-person appointments, and prospect presentations to close new business.
Acts as subject matter expert to master chosen area of focus for highest probability of long-term success.
Continually manages a book of business to support high renewal rates.
Collaborates with Client Service to analyze renewal business and place new business accounts.
Follows Trucordia sales methodologies and best practices, including proper use of Trucordia tools and sales management platform.

Qualifications

State-issued Property and Casualty Insurance Producer License.
5+ years in an insurance sales role
Proficiency with professional programs such as Microsoft Suite and Salesforce.
Demonstrated skills in analytics and internal/external communication.

Additional Information

Please see our company Benefits:

Medical, Dental, Vision
Life and AD&D insurance
FSA / HSA
Commuter & Child Care FSA
Cancer Support Benefits
Pet Insurance
Accident & Critical Illness
Hospital Indemnity
Employee Assistance Program (EAP)
11 Paid Holidays
Flexible PTO
401K

Trucordia is an equal opportunity employer. We believe that every employee has the right to work in an environment that is free from all forms of discrimination. It is our policy that all decisions involving any aspect of the employment relationship such as hiring, compensation and training, promotions, transfers, discipline, and termination will be based on merit, qualifications, and abilities. Such decisions will be made without regard to age, ancestry, color, race, national origin, disability, protected medical condition, genetic information, military service, veteran status, citizenship status, religion, creed, sex, gender, gender identity, sexual orientation, pregnancy, childbirth, marital status, or any other condition, characteristic or activity protected by law. Discrimination based on any of these factors is contrary to our operating philosophy. Attention Recruitment Agencies: Trucordia does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered property of Trucordia, and we will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting Trucordia's Talent Acquisition Department.

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Refine Your Search

benefits advisor jobs in san diego ca

Client Advisor - Commercial Lines

CNO Financial Advisor - Hybrid Remote (CA)

Outside Sales Advisor

Tax Advisor

Sr Client Advisor - Commercial Lines

Financial Advisor

Senior Client Service Associate

Tax Advisor

Automotive Service Advisor/ Manager (5 Years experience required)

Financial Advisor/ Sales (Career Changers Encouraged)

Financial Advisor - (Sales Role, Training provided)

Sales Advisor

Wealth Advisor - Greater San Diego Area

Associate Wealth Advisor

Financial Advisor

Membership Sales & Client Advisor

Outside Sales Consultant / Business Performance Advisor

Financial Advisor

Financial Advisor

Client Advisor - Fashion Valley

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