Top 304 Benefits advisor Jobs in Walnut Creek, Ca

Lenox Advisors - Financial Advisor
Lenox Advisors —Walnut Creek, CA
- $75,000 - $100,000 a year
- Weekends as needed
- Military
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Service Advisor WCFORD
WALNUT CREEK FORD —Walnut Creek, CA
- $5,500 - $25,000 a month
- Full-time
- Dealership
- Mid-level
- In-person
- Health insurance
- 401(k)
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Beauty Advisor - Part Time
Sephora —Walnut Creek, CA
- $22.60 - $26.00 an hour
- Part-time
- Merchandising
- Ability to lift 50 pounds
- Fair chance
- Health insurance
Service Advisor
Volvo Cars Walnut Creek —Walnut Creek, CA
- Full-time
- Sales
- Dealership
- Mid-level
- Health insurance
- Dental insurance
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Future Service Advisor
Diablo Subaru of Walnut Creek —Walnut Creek, CA
- $64,500 - $161,800 a year
- Full-time
- 18 years or older
- Clean driving record
- Dealership
- Employee stock purchase plan
- Paid holidays
Quick Apply
Service Advisor
Concord Chevrolet —Concord, CA
- $6,000 - $15,000 a month
- Full-time
- Clean driving record
- Sales
- Dealership
- Paid training
- AD&D insurance
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Automotive Service Advisor/Writer
San Leandro Chrysler Dodge Jeep Ram —San Leandro, CA
- $16.90 an hour
- 8 hour shift
- Bilingual
- Background check
- Spanish
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor
Equitable Advisors —San Francisco, CA
- $39,000 - $125,000 a year
- Full-time
- Background check
- Sales
- Mid-level
- Profit sharing
- Health savings account
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Automotive Service Advisor Assistant
Elite Recruiting Services —San Rafael, CA
- $20 - $22 an hour
- Full-time
- Clean driving record
- Dealership
- Driver's License
- Health insurance
- Dental insurance
Quick Apply
1d
Automotive Service Advisor
AutoTECH Blackhawk —Danville, CA
- $25 - $40 an hour
- Full-time
- Sales
- Customer service
- Mid-level
- Health insurance
- 401(k)
Quick Apply
Automotive Service Advisor
All Star Hyundai —Pittsburg, CA
- $80,000 - $120,000 a year
- Full-time
- Sales
- Dealership
- Organizational skills
- Health insurance
- Dental insurance
Quick Apply
Client Advisor
CH Carolina Herrera —San Francisco, CA
- $20 - $24 an hour
- Full-time
- Spanish
- Merchandising
- Children
- Commuter assistance
- Health insurance
Quick Apply
CNO Financial Advisor - Hybrid Remote (CA)
CNO Financial Group, Inc. —Pleasanton, CA
- $70,000 - $100,000 a year
- Full-time
- Hybrid work
- Bachelor's degree
- Financial services
- Marketing
Quick Apply
Service Advisor
Oakland Acura —Oakland, CA
- $60,000 - $120,000 a year
- 8 hour shift
- Dealership
- Customer service
- English
- Health savings account
- Paid holidays
Quick Apply
Automotive Service Advisor - Oakland Kia
Oakland Kia —Oakland, CA
- $75,000 - $120,000 a year
- 8 hour shift
- Dealership
- Mid-level
- Driver's License
- Health savings account
- Paid holidays
Quick Apply
College Success Advisor
Japanese Community Youth Council —San Francisco, CA
- $23.50 - $25.00 an hour
- Part-time
- Microsoft Word
- Background check
- Spanish
- Paid sick time
Quick Apply
10d
Comfort Advisor/ HVAC Sales
Jazz Home Services —Pleasanton, CA
- $80,000 - $200,000 a year
- Full-time
- Background check
- Clean driving record
- Sales
- Paid training
- Paid holidays
Quick Apply
Provider Services Advisor - Santa Cruz / Santa Clara
Altais Health Solutions —Oakland, CA
- $75,000 - $90,000 a year
- Full-time
- Hybrid work
- Background check
- Microsoft Excel
- Microsoft Outlook
- Paid holidays
- Health insurance
Quick Apply
12d
Build Advisor – Outdoor Living Design & Sales
Lancon Design & Development —Livermore, CA
- $80,000 - $200,000 a year
- Full-time
- Background check
- Spanish
- Construction site
- Mileage reimbursement
- 401(k)
Quick Apply
Provider Services Advisor - Bay Area
Altais Health Solutions —Oakland, CA
- $75,000 - $90,000 a year
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
- Paid holidays
- Health insurance
Quick Apply
9d

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benefits advisor jobs near walnut creek, ca

Lenox Advisors - Financial Advisor

Lenox Advisors -
Walnut Creek, CA

Quick Apply

Job Details

Full-time
$75,000 - $100,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Vision insurance
401(k) matching
Life insurance
Retirement plan

Qualifications

Estate planning needs analysis
Customer communication
Financial sales
Customer relationship building
Referral-based lead generation
Investment management advisory services
Military
Identifying new business opportunities
Sales referrals
Mid-level
Estate planning advisory services
Business development
Bachelor's degree
Client retention
Investment client management
Risk management
Financial goal setting advisory services
Business development within finance
Client acquisition
Insurance for risk management
Client referrals
Insurance sales
Estate planning
Retirement planning advisory services
Communication skills
Sales follow-up
Consultative selling
Senior leadership
Closing sales

Full Job Description

Financial Advisor

Overview

Who we are:

Lenox Advisors is a premier wealth and insurance advisory firm providing solutions for high-net-worth individuals and their families. We are professional fiduciaries with an entrepreneurial spirit. For our professionals, that means keeping our clients at the center of everything we do while also maintaining a collegial and collaborative environment in which everyone can contribute, develop relationships, and further build their business.

With a national footprint, Lenox is continually looking for ambitious, experienced Sales Professionals, who will be responsible for developing new client opportunities across the wealth management spectrum including insurance, asset management, risk management, estate planning, retirement planning, children’s college education, etc.

Responsibilities

What you’ll be doing:

Proactively establish, develop, and maintain strong client relationships through regular contact and by providing timely, value-added information, advice, and recommendations.
Engage with several new and existing clients every day to understand their long-term goals and objectives and their short-term needs, present customized recommendations, offer advice and complete sales.
Build client loyalty by providing an exceptional client experience through delivering trusted advice resulting in earned referrals from your clients and friends.
Network regularly with existing clients and referrals to build relationships and gain referral business.
Be your clients’ main point of contact and accountable for responding to their questions and concerns.
Be part of a broader team all working together to build client loyalty through a “one team” approach.

Qualifications

What we’re looking for:

The Lenox brand represents a caring, creative, and passionate family of professionals. It’s important that your values align to ours – trust, teamwork, and accountability.
Willingness to learn. Our training and development are derived from actionable lessons that have been tested by others in the firm and are relevant to current client needs.
A passion for client service. You enjoy talking with clients and are interested in getting to know them and helping them achieve their goals.
Well-developed interpersonal and communication skills including the ability to quickly engage and connect, actively listen, empathize, ask questions, and respond in language that clients understand.
Your unique perspective. Finance may not be your background, but we often found our best advisors may have experience in:
Sales, business development, or relationship management
Executive leadership
Former athletes
Military background
You’re results-driven, highly motivated, self-starter

Bachelor's degree and/or career changer
Obtain, with training, State Variable Life & Health License and FINRA licensing including the SIE, Series 7 and Series 66

Job Type: Full-time

Pay: $75,000.00 - $100,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Life insurance
Retirement plan
Vision insurance

Compensation Package:

Bonus opportunities
Commission pay

Work Location: In person

Quick Apply

Refine Your Search

benefits advisor jobs in walnut creek, ca

Lenox Advisors - Financial Advisor

Service Advisor WCFORD

Beauty Advisor - Part Time

Service Advisor

Future Service Advisor

Service Advisor

Automotive Service Advisor/Writer

Financial Advisor

Automotive Service Advisor Assistant

Automotive Service Advisor

Automotive Service Advisor

Client Advisor

CNO Financial Advisor - Hybrid Remote (CA)

Service Advisor

Automotive Service Advisor - Oakland Kia

College Success Advisor

Comfort Advisor/ HVAC Sales

Provider Services Advisor - Santa Cruz / Santa Clara

Build Advisor – Outdoor Living Design & Sales

Provider Services Advisor - Bay Area

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