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The Senior Associate, Advisor will support Wealth Advisors in wealth management tasks, client relations, reporting, and financial planning research.

The Regional Sales Director will drive growth by acquiring new broker relationships while supporting existing accounts, meeting production goals, and implementing strategic account strategies.

Serve as primary client advisor on health and welfare benefits: manage relationships, evaluate carriers/vendors, execute renewals and implementations, deliver reporting and financial/trend analysis, ensure compliance, oversee open enrollment and communications, and mentor team members.

Lead consultant and primary client contact for high-net-worth personal lines. Manage renewals and new business, negotiate coverage and pricing with carriers, handle complex multi-line accounts, supervise account staff, and maintain client and carrier relationships while advising on industry and regulatory developments.

The Account Manager II services client accounts, manages renewals, leads presentations, and develops relationships with clients and carriers while mentoring junior team members.

The Sales Support Specialist supports inside sales teams through organization, account management, customer communication, and sales-related activities, fostering relationships with brokers and carriers.