OTHER

FEED

UNKNOWN

The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. Overview: The Life & Annuity Brokerage team provides comprehensive design solutions, product support and underwriting expertise for businesses and personal protection for all lines of life insurance, disability insurance, long-term care and annuities as part of one's overall financial plan.

<b>Introduction</b>:
<div class="ewa-rteLine">At Gallagher Benefit Services, you’re a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether it’s shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change for businesses and the people who power them. We’re a community of bold explorers, trusted experts, and compassionate partners; working side by side to solve problems, and shape the future of work. Here, curiosity is encouraged, collaboration is second nature, and your ideas have room to grow. If you’re looking for a place where your contribution matters and where you can help build a better world of work; think of Gallagher.</div><div class="ewa-rteLine"> </div><b>Overview</b>:
<p style="margin:0px">The Life & Annuity Brokerage team provides comprehensive design solutions, product support and underwriting expertise for businesses and personal protection for all lines of life insurance, disability insurance, long-term care and annuities as part of one's overall financial plan. We cater to top tiered Advisors in the life insurance and annuity industry who specialize in high net worth clients. Our areas of expertise include impaired risk, estate and business planning, annuities, LTC, and disability. </p><b>How you'll make an impact</b>:
<p style="margin:0px">The VP, Life and Annuity Brokerage will recruit and develop new business accounts. You will have no limitations on geography or niche. The new Advisors you bring on can expect extraordinary service and support including deep underwriting resources, case design and case management, product training, sales and marketing support and the benefit of our extraordinary Carrier relationships.</p><p style="margin:0px"> </p><p style="margin:0px">Our ideal candidate will have excellent prospecting and relationship building skills, as well as strong business development skills. We are looking for a driven and ambitious individual with strong communication, writing and organizational skills, as well as knowledge of advanced sales concepts. Point of Sale experience is a plus. Candidates must have brokerage sales experience to be considered for this position, as well as a strong knowledge of life, disability and long term care markets.   </p><p style="margin:0px"> </p><p style="margin:0px">Principal Responsibilities:   </p><ul><li>Recruit and develop advisors, presenting our value proposition. </li><li>Provide sales consultation for account development, including discussion of industry trends, new business development, competitive analysis, and case design consultation.</li><li>Utilize and direct team resources to provide support for advisors with sales and case work. </li><li>Work collaboratively with sales teammates on sales idea development and marketing activities to increase sales.   </li></ul><b>About you</b>:
<p style="margin:0px">Required: Bachelor's degree, 10  years related experience, and appropriate licensing required OR Bachelor's degree, participation in Gallagher's Sales Internship Program (GSIP), and appropriate insurance licensing required OR High School Diploma/GED and 6 years experience. <br/><br/>Preferred: Professional designation may be preferred,<br/><br/>Behaviors: Act independently with minimal direction. Strong communication and interpersonal skills.</p><b>Compensation and benefits</b>:
<p style="margin-bottom:8pt">We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits.  </p><p style="margin-bottom:8pt">Below are the <strong>minimum core benefits</strong> you’ll get, depending on your job level these benefits may improve: </p><ul><li>Medical/dental/vision plans, which start from day one!</li><li>Life and accident insurance</li><li>401(K) and Roth options</li><li>Tax-advantaged accounts (HSA, FSA)</li><li>Educational expense reimbursement</li><li>Paid parental leave</li></ul><p style="margin:0px"><strong>Other benefits include:</strong></p><ul><li>Digital mental health services (Talkspace)</li><li>Flexible work hours (availability varies by office and job function)</li><li>Training programs</li><li>Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing</li><li>Charitable matching gift program</li><li>And more...</li></ul><p style="margin:0px"><em>**The benefits summary above applies to fulltime positions. If you are not applying for a fulltime position, details about benefits will be provided during the selection process.</em></p><p style="margin:0px"> </p><p style="margin:0px"><strong style="font-family:'arial' , 'helvetica' , sans-serif;font-size:12pt">We value inclusion and diversity</strong></p><p style="margin-bottom:8pt"><a href="https://www.isrvr.com/is/DigitalAssets/EligiblityRequirements/index.html" rel="noopener nofollow noreferrer" target="_blank">Click Here</a>to review our U.S. Eligibility Requirements</p><p style="margin-bottom:8pt">Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work. </p><p style="margin-bottom:8pt">Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest.</p><p style="margin-bottom:8pt">Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as “protected characteristics”) by applicable federal, state, or local laws. </p><p style="margin-bottom:8pt">Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.</p>

<p>Gallagher, a global insurance brokerage and risk management services firm, helps clients address risk, protect assets and recover from losses. The products and services we provide keep businesses and institutions running, and enable individuals and families to rebuild their lives. Gallagher is the only insurance broker recognized by the Ethisphere Institute as a World's Most Ethical Company.
<br><br>
Gallagher provides retail and wholesale property and casualty brokerage, alternative risk transfer services, employee benefit consulting, and actuarial services. Gallagher also offers claims and information management, risk control consulting and appraisal services, human resource consulting, and retirement services.
</p>

Gallagher

VP Life and Annuity Brokerage

Annuities

Brokerage

Business Development

Business Plan

Case Management

Communication Skills

Community Support

Compensation and Benefits

Competitive Analysis/Strategy

Dental Insurance

Develop and Maintain Customers

Disability Insurance

Diversity

Embedded Systems

Equal Employment Opportunity (EEO)

Financial Planning

Fitness

Flexible Spending Accounts

GSIP - GIAC Secure Internet Presence

Geography

Healthcare

High Net Worth

High School Diploma

Industry/Trade Analysis

Insurance

Interpersonal Skills

Licensing

Life Insurance

Long-Term Care

Marketing

Matching Gift Programs

Medical Conditions

Medical Genetics

Military

Organizational Skills

Problem Solving Skills

Product Design

Product Support

Psychiatry and Mental Health

Revenue Growth

Risk

Sales

Sales Management

Sales Prospecting

Sales Support

Sales Training

Sustainability

Training Program

Underwriting

Vision Plan

Writing Skills

[AW]-iCims

HOUR

Our Wealth Management team represents an array of different backgrounds and brings unique perspectives, ideas, and experiences helping to create a work community that is culture-driven, resilient, results-focused, and effective. Brokerage's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team, who are committed to their needs.

<div style="text-align:justify"><strong> Job Summary:</strong></div><ul><li style="text-align:justify"> Brokerage Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. It is one of the largest businesses of its kind in the world, specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.</li><li style="text-align:justify"> Brokerage's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team, who are committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Brokerage, coupled with the banking convenience of a leading financial institution.</li><li style="text-align:justify"> At Brokerage, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and brings unique perspectives, ideas, and experiences helping to create a work community that is culture-driven, resilient, results-focused, and effective.</li><li style="text-align:justify"> This role is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. This position serves as the primary point of contact within Brokerage to address all service needs of clients.</li><li style="text-align:justify"> The Registered Wealth Management Client Associate supports a highly successful team of Financial Advisors by providing both administrative and operational support.<br/> 
 This role supports a high-profile, highly successful team that is consistently recognized in <em> Barron's</em> and <em> Forbes</em> top financial advisor listings. The team and company culture are collaborative, performance-oriented, and centered around delivering excellence in the client experience.</li></ul><div><hr/></div><div style="text-align:justify"><strong> Non-Negotiable Requirements:</strong></div><ul><li style="text-align:justify"> Fully licensed with active Series 7 and 66 (or BOTH Series 63 and 65 in lieu of the 66).</li><li style="text-align:justify"> Clean U-4.</li><li style="text-align:justify"> Previous experience as a registered Client Associate supporting Financial Advisors.</li><li style="text-align:justify"> Highly polished with excellent communication and presentation skills.</li><li style="text-align:justify"> Ideally 3 5+ years of experience in a similar role.</li><li style="text-align:justify"><strong> Ready to work as a fulltime employee of 37.5 hours weekly.</strong></li></ul><div><hr/></div><div style="text-align:justify"><strong> Responsibilities:</strong></div><ul><li style="text-align:justify"> Provide excellent client service by educating clients on all service and banking offerings.</li><li style="text-align:justify"> Ensure timeliness, accuracy, and completeness in client materials and follow up on all client and Financial Advisor (FA) requests.</li><li style="text-align:justify"> Align practices with company policies and procedures to support operational excellence, client protection, and risk management.</li><li style="text-align:justify"> Identify, deepen, and maintain client relationships by promoting the company's offerings and incorporating banking solutions into daily practices, while communicating outcomes to the FA.</li><li style="text-align:justify"> Support daily team operations, including covering roles during absences or peak periods, while maintaining a client-first mindset.</li></ul><div><hr/></div><div style="text-align:justify"><strong> Required Qualifications:</strong></div><ul><li style="text-align:justify"> Client Securities Industry Essentials (SIE), Series 7, and 66, or BOTH Series 63 and 65 in lieu of the 66.</li><li style="text-align:justify"> Demonstrated advanced industry knowledge and understanding of investment products.</li></ul><div><hr/></div><div style="text-align:justify"><strong> Desired Qualifications:</strong></div><ul><li style="text-align:justify"> Energetic, self-motivated, coachable, and adaptable.</li><li style="text-align:justify"> Enjoys working in a dynamic, fast-paced environment.</li><li style="text-align:justify"> Detail-oriented and invested in ongoing personal development.</li><li style="text-align:justify"> Committed to delivering an excellent client experience.</li><li style="text-align:justify"> Efficient in meeting client needs and delivering complex solutions.</li><li style="text-align:justify"> Discreet and professional in handling sensitive information.</li><li style="text-align:justify"> Proficient in Microsoft Word, Excel, and PowerPoint.</li><li style="text-align:justify"> Salesforce experience is a plus.</li><li style="text-align:justify"> Strong verbal and written communication skills.</li></ul><div><hr/></div><div style="text-align:justify"><strong> Key Skills:</strong></div><ul><li style="text-align:justify"> Account Management</li><li style="text-align:justify"> Client Management</li><li style="text-align:justify"> Customer and Client Focus</li><li style="text-align:justify"> Issue Management</li><li style="text-align:justify"> Oral Communications</li><li style="text-align:justify"> Business Development</li><li style="text-align:justify"> Client Solutions Advisory</li><li style="text-align:justify"> Pipeline Management</li><li style="text-align:justify"> Prioritization</li><li style="text-align:justify"> Administrative Services</li><li style="text-align:justify"> Emotional Intelligence</li><li style="text-align:justify"> Referral Identification</li><li style="text-align:justify"> Written Communications</li></ul>

Macpower Digital Assets Edge Private Limited

Registered Wealth Management Client Associate

Administrative Skills

Banking Services

Corporate Policies

Customer Experience

Customer Relations

Customer Support/Service

Customer Training

Detail Oriented

Establish Priorities

Investment Services

Microsoft Excel

Microsoft PowerPoint

Microsoft Word

Operational Strategy

Operational Support

Operations

Operations Processes

Presentation/Verbal Skills

Retirement Planning

Risk Management

Sales Pipeline

Salesforce.com

Securities

Series 63

Series 7

Team Player

Wealth Management

jobdiva

What You'll Be Doing: Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.

YEAR

Why Stifel:
<p style="margin:0px">Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.</p><p style="margin:0px"> </p><p style="margin:0px">Let’s talk about how you can find your place here at Stifel, <strong>where success meets success</strong>.</p>

What You'll Be Doing:
<p style="margin:0px">Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s).</p>

What We're Looking For:
<ul><li>Perform clerical functions related to opening client accounts and ongoing account coding based on account features chosen by the client.</li><li>Work with the FA(s) and the client in obtaining the required documents based upon the type of account(s) established.</li><li>Organize and assist in the maintenance of complete client account and trade- related records for the FA(s) and certain required files for the branch office.</li><li>Perform operational or administrative functions for client related requests (i.e., check requests, wiring funds, address change, dividend information, etc.).</li><li>Upon request, provide quotes and other account-related information to assist clients; non-registered Client Service Associates may not volunteer quote or other stock information to clients.</li><li>Provide reports and other information to FA(s), as requested.</li><li>Identify situations that need to be brought to the attention of the FA(s) or escalated to the Branch Manager; including suspicious client and/or employee activity or behavior.</li><li>Perform various administrative duties (i.e., typing, filing, answer phones, mailing documents/letters, etc.) and other duties and projects as assigned by the FA and/or Branch Manager.</li></ul>

What You'll Bring:
<ul><li>Administrative Knowledge - Knowledge of administrative and clerical procedures and systems such as word processing, spread-sheet applications, managing files and records, and other office procedures and terminology.</li><li>Industry Knowledge - General understanding of the investment brokerage industry and securities regulations with basic knowledge of investment products.</li><li>Time Management - Able to organize, prioritize and manage multiple tasks, responsibilities and deadlines; is able to follow through and accomplish goals, manage expectations appropriately and use firm's resources efficiently.</li><li>Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to practical problem solving.</li><li>Customer and Interpersonal Skills - Knowledge of principles and processes for providing exemplary customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.</li><li>Communication Skills - The ability to communicate information and ideas in spoken or written form so that others will understand with excellent grammar and phone/office etiquette.</li></ul>

Education & Experience:
<ul><li>Minimum Required: High School Diploma or equivalent</li><li>Minimum Required: 2 years clerical/related industry</li></ul>

Licenses & Credentials:
<ul><li>Minimum Required: None</li></ul>

Systems & Technology:
<ul><li>Proficient in Microsoft Excel, Word, PowerPoint, Outlook</li></ul>

Compensation Range:
Salary: USD $41,900.00/Yr. - USD $62,700.00/Yr. <br/><br/>Actual salaries may vary, and may be based on several factors, including but not limited to each candidate’s qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel’s overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel’s current offerings, please visit https://www.stifel.com/careers/benefits. Applications are accepted until the position is filled.

About Stifel:
<p style="margin:0px">Stifel is more than 130 years old and still thinking like a start-up.  We are a global wealth management and investment banking firm serious about innovation and fresh ideas.  Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.</p><p style="margin:0px"> </p><p style="margin:0px">While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations.  Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.  Let’s talk about how you can find your place here at Stifel, where success meets success.</p><p style="margin:0px"> </p><p style="margin:0px">At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.</p><p style="margin:0px"> </p><p style="margin:0px">Stifel is an Equal Opportunity Employer.</p>

Brokerage Jobs in Providence, RI

Resume Resources

Get noticed by top employers!

Brokerage Jobs in Providence, RI

VP Life and Annuity Brokerage Gallagher

Registered Wealth Management Client Associate Macpower Digital Assets Edge Private Limited

Client Service Associate Stifel

Resume Resources