Top 59 Client advisor Jobs in Wenatchee, Wa

Sales Executive- Personal Insurance
Marsh McLennan Agency-Northwest —Wenatchee, WA
- $62,500 - $116,400 a year
- Full-time
- Mid-level
- Office
- Profit sharing
- Paid parental leave
Licensed Sales Professional (LSP) - WA
Allstate —Washington State
- $36,000 - $100,000 a year
- Full-time
- In-person
- Communication skills
- Entry level
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
2d
Claim Specialist - Property Field Inspection
State Farm —Wenatchee, WA
- $59,059.65 - $90,000.00 a year
- Overtime
- Mid-level
- Residential
- Analysis skills
- Paid holidays
- Health insurance
13d
Personal Banker
KeyBank National Association —Wenatchee, WA
- $20.67 - $31.25 an hour
- 8 hour shift
- Word processing
- Mid-level
- Office
Advisory
ITC WORLDWIDE —Wenatchee, WA
- CPA
- Bachelor of Science
- Mid-level
Quick Apply
Bilingual Sales Representative (Sales, Customer Service)
Freeway Insurance Services America, LLC —Wenatchee, WA
- $50,000 - $135,000 a year
- Urgently hiring
- Spanish
- English
- High school diploma or GED
- Paid training
- Health insurance
Quick Apply
Tax Manager
Baker Tilly Advisory Group, LP —Wenatchee, WA
- $90,000 - $146,340 a year
- Full-time
- CPA
- Customer service
- Research
Quick Apply
5d
Tax Senior Manager
Baker Tilly Advisory Group, LP —Wenatchee, WA
- $130,000 - $196,200 a year
- Full-time
- CPA
- 5 years
- Research
Quick Apply
5d
Remote Financial Advisor
Tentek, Inc. —United States
- $100,000 - $500,000 a year
- Full-time
- Remote
- Mid-level
- US work authorization
- Communication skills
- Profit sharing
- Health insurance
Quick Apply
Certified Public Accountant
Platinum Accounting & Bookkeeping —United States
- $100,000 a year
- Full-time
- CPA
- Mid-level
- 3 years
- Paid holidays
- Health insurance
Quick Apply
9d
Senior Accountant
GreenOak Accounting —United States
- $65,000 - $75,000 a year
- Full-time
- Remote
- Background check
- CPA
- 5 years
- Paid holidays
- Disability insurance
Quick Apply

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Client Service Advocate (CSA)
Katterhenry Investment Group of NEST Capital —Dublin, OH
Field incoming calls, emails, faxes, and correspondence. We aim to provide the best client experience possible through setting and then exceeding client…
$60,000 - $70,000 a year
Quick Apply
2d
Project Support Specialist
Katterhenry Investment Group of NEST Capital —Dublin, OH
Experience with graphic design and visual content creation. Serve as the central point of coordination for incoming tasks, ensuring they are properly tracked,…
$51,000 - $54,000 a year
Quick Apply
8d

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client advisor jobs near wenatchee, wa

Sales Executive- Personal Insurance

Marsh McLennan Agency-Northwest -
Wenatchee, WA

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Job Details

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

Benefits

Profit sharing
Paid parental leave
401(k)
Parental leave

Qualifications

Insurance needs analysis
Implementing risk management strategies
Referral-based lead generation
Identifying new business opportunities
Sales referrals
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

Full Job Description

The Job:

Marsh McLennan Agency 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 MMA, 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 PayneWest
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 wenatchee, wa

Sales Executive- Personal Insurance

Licensed Sales Professional (LSP) - WA

RSVP - W2 Life Insurance Specialist - Remote - Hiring Event

Claim Specialist - Property Field Inspection

Personal Banker

Advisory

Bilingual Sales Representative (Sales, Customer Service)

Tax Manager

Tax Senior Manager

Remote Financial Advisor

Certified Public Accountant

Senior Accountant

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