Life Insurance & Annuity Adviser (Remote) Preferred Choice Financial GroupLife Insurance & Annuity Adviser (Remote)Florida, New YorkRemotePreferred Choice Financial Group currently has an opening for enthusiastic, caring and outgoing professionals looking to take their first step in a career as a life insurance and annuity adviser. CLU, ChFC, CFP designations or desire to work toward industry designation to develop subject matter expertise with company assistance.
Head of Product – Bloomberg Professional Mobile App BloombergHead of Product – Bloomberg Professional Mobile AppNew York, NY$235,000–$350,000 / yearAbout Bloomberg: Bloomberg is a leading provider of financial data, news, and analytics, serving the world's financial community through the Bloomberg Terminal, a powerful platform that connects decision-makers to a dynamic network of information, people, and ideas. + Help Define the Long-Term Role of Mobile within the Bloomberg Ecosystem : Develop a perspective on how desktop, mobile, AI assistants, intelligent agents, and emerging interaction models should work together to create differentiated value for Bloomberg clients.
Licensed Sales Professional Allstate Insurance Agency - John ClaryLicensed Sales ProfessionalWyckoff, NJFull timeWe're moving quickly, looking across our businesses and brands, and taking bold steps to serve our customers' evolving needs better. You will apply insurance knowledge and sales skills to increase the customer’s understanding of the value of insurance and cultivate long-term relationships with trusted advice.
Licensed Sales & Service Professional Allstate Insurance Agency - Najmul SumraLicensed Sales & Service ProfessionalNorwalk, CTFull timeWe're moving quickly, looking across our businesses and brands, and taking bold steps to serve our customers' evolving needs better. You will apply insurance knowledge and sales skills to increase the customer’s understanding of the value of insurance and cultivate long-term relationships with trusted advice.
Licensed Sales Professional Todd RaineyLicensed Sales ProfessionalLaurelton, New YorkWe're moving quickly, looking across our businesses and brands, and taking bold steps to serve our customers' evolving needs better. You will apply insurance knowledge and sales skills to increase the customer’s understanding of the value of insurance and cultivate long-term relationships with trusted advice.
Licensed Sales Professional John ClaryLicensed Sales ProfessionalWyckoff, New Jersey$40,000–$80,000 / yearWe're moving quickly, looking across our businesses and brands, and taking bold steps to serve our customers' evolving needs better. You will apply insurance knowledge and sales skills to increase the customer’s understanding of the value of insurance and cultivate long-term relationships with trusted advice.
Licensed Sales Professional Nicholas FerranteLicensed Sales ProfessionalWoodbury, New York$18–$25 / hourWe're moving quickly, looking across our businesses and brands, and taking bold steps to serve our customers' evolving needs better. You will apply insurance knowledge and sales skills to increase the customer’s understanding of the value of insurance and cultivate long-term relationships with trusted advice.
Sales Professional / Bilingual Spanish John ClarySales Professional / Bilingual SpanishWyckoff, New Jersey$40,000–$80,000 / yearWe're moving quickly, looking across our businesses and brands, and taking bold steps to serve our customers' evolving needs better. You will apply insurance knowledge and sales skills to increase the customer’s understanding of the value of insurance and cultivate long-term relationships with trusted advice.
Licensed Sales Professional Bilingual Michael BurgerLicensed Sales Professional BilingualPeekskill, New YorkWe're moving quickly, looking across our businesses and brands, and taking bold steps to serve our customers' evolving needs better. You will apply insurance knowledge and sales skills to increase the customer’s understanding of the value of insurance and cultivate long-term relationships with trusted advice.
Sales Professional / Bilingual Spanish Allstate Insurance Agency - John ClarySales Professional / Bilingual SpanishWyckoff, NJFull timeWe're moving quickly, looking across our businesses and brands, and taking bold steps to serve our customers' evolving needs better. You will apply insurance knowledge and sales skills to increase the customer’s understanding of the value of insurance and cultivate long-term relationships with trusted advice.
Licensed Insurance Pre-Licensing Instructor Contract, New York Aceable Inc.Licensed Insurance Pre-Licensing Instructor Contract, New YorkNew York, NYPass the applicable New York licensing exam within the past three years and provide a passing score report from the NYS testing vendor (PSI Exams). If you want to build something that directly helps people start new careers (and have fun doing it) you''re going to fit right in.
Senior Insurance Development Executive Colonial Surety CompanySenior Insurance Development ExecutiveWoodcliff Lake, NJFounded in 1930 and rated "A" (Excellent) by AM Best, Colonial Surety Company is a leading national direct seller and writer of surety bonds, fidelity bonds, and business insurance products, licensed and admitted in all U.S. states and territories. We combine nearly a century of industry expertise with proprietary technology, including our I-Bond® and I-Insurance® platforms, to make obtaining bonds and insurance simple, direct, and instant for businesses and professionals nationwide.
Senior Life Insurance Business Analyst CGI IncSenior Life Insurance Business AnalystNew York City, NY$90,000–$188,100 / yearHowever, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with CGI's legal duty to furnish information. Required qualifications to be successful in this role: Minimum 10 years of experience in life insurance business analysis, consulting, or operations, including exposure to multiple life insurance organizations, and demonstrates hands-on expertise across several core domains such as distribution, underwriting, servicing, agent management, and claims.
Director, Consult Partner - Insurance KyndrylDirector, Consult Partner - InsuranceNew York, New York$185,760–$334,320 / yearKyndryl currently does not require employees to be fully vaccinated against COVID-19, however, if you are hired to work at a client, customer, or partner location, you may be required to show proof of vaccination to align with their respective COVID-19 vaccination policies. You will own, run, and grow a targeted set of accounts — focusing your energy where you have the greatest right to win and where clients have an immediate need to modernize mission-critical business lines through AI-driven transformation.
Remote | Insurance Operations & Risk Specialist — $40–$50/hour 24-MagRemote | Insurance Operations & Risk Specialist — $40–$50/hourNew York, New YorkRemoteSelected experts will design complex insurance scenarios, develop reference outputs, and create evaluation rubrics that reflect how experienced professionals assess underwriting risk, manage claims, analyse pricing and reserves, and make strategic insurance decisions. We are sharing a specialised part-time consulting opportunity for experienced insurance professionals with strong expertise across underwriting, claims, actuarial analysis, risk management, reinsurance, and regulatory compliance.
Underwriting Specialist, Cyber & Professional Liability Ascot Group LtdUnderwriting Specialist, Cyber & Professional LiabilityNEW YORK, NY$160,000–$175,000 / yearCompany Benefits: The Company provides a competitive benefits package that includes the following (eligibility requirements apply): Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Life Insurance, AD&D, Work/Life Resources (including Employee Assistance Program), and more. Cultivate and maintain relationships with financial lines peers, leaders and internal partners across functional areas to identify cross-selling opportunities, assist in product development and operational excellence.
Legal & Claims Manager, Professional Services Group Aon CorporationLegal & Claims Manager, Professional Services GroupNew York, New York$135,000–$175,000 / yearExcellent written and verbal communication skills comma with the ability to explain complex coverage and claim issues to non-lawyers and build trusted relationships with senior stakeholders. As a Legal & Claims Manager you will lead complex claim advocacy and collections for PSP clients, helping them achieve optimal outcomes on high‑impact claims.
Assistant Vice President, Growth and Strategy – Professional Services Practice Aon CorporationAssistant Vice President, Growth and Strategy – Professional Services PracticeNew York, New York$95,000–$125,235 / yearThis role partners closely with practice leadership, account executives, brokers, and other colleagues to nurture and grow client relationships, connect PSP's client base to Aon's full suite of Risk Capital and Human Capital solutions, and drive thought leadership that differentiates Aon in the professional services market. Join Aon's North America Professional Services Practice ("PSP") as an Assistant Vice President on our Growth and Strategy team, supporting our continued expansion across law firms, accounting firms, and consulting firms.
Legal & Claims Senior Manager, Professional Services Group Aon CorporationLegal & Claims Senior Manager, Professional Services GroupNew York, New York$167,000–$210,000 / yearAs Senior Vice President, you will be a senior leader and subject matter expert for PSP’s claims advocacy offering, independently leading our most complex and sensitive claims and shaping advocacy strategy, data insights and best practices across the practice. Act as a senior leader within PSP, partnering with Practice Leaders and product leaders on client strategies and go‑to‑market plans, supporting major new business and retention efforts, and mentoring VP‑level and junior colleagues.
Insurance and Financial Services Position - State Farm Team Member edwin mata - State Farm AgentInsurance and Financial Services Position - State Farm Team Memberemerson, NJFull timeAs Insurance and Financial Services Position - State Farm Team Member for edwin mata - State Farm Agent, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments.
Sr Insurance Product and Portfolio Underwriting Analyst Coterie Applications IncSr Insurance Product and Portfolio Underwriting AnalystNYRemote$110,000–$150,000 / yearAdditionally, you will provide leadership and oversight for underwriting quality initiatives, risk management, data initiatives and underwriting support operations to ensure alignment with company goals and risk appetite. As an Insurance Product and Portfolio Underwriting analyst, you will execute new projects under the guidance of the Insurance leadership team and in close collaboration with leaders across the organization.
Assistant Vice President, Growth and Strategy - Professional Services Practice Aon PlcAssistant Vice President, Growth and Strategy - Professional Services PracticeNew York, NY$95,000–$125,235 / yearThis role partners closely with practice leadership, account executives, brokers, and other colleagues to nurture and grow client relationships, connect PSP's client base to Aon's full suite of Risk Capital and Human Capital solutions, and drive thought leadership that differentiates Aon in the professional services market. Assistant Vice President, Growth and Strategy - Professional Services Practice Join Aon's North America Professional Services Practice ("PSP") as an Assistant Vice President on our Growth and Strategy team, supporting our continued expansion across law firms, accounting firms, and consulting firms.
Legal & Claims Manager, Professional Services Group Aon PlcLegal & Claims Manager, Professional Services GroupNew York, NY$135,000–$175,000 / yearSkills and experience that will lead to success Minimum 10 years of insurance‑related experience with a strong focus on claims, coverage and/or litigation involving: Lawyers professional liability / legal malpractice (E&O) and/or other professional services E&O; and One or more of: accountants E&O, management consultants E&O, cyber liability, EPL, or D&O/management liability or Property and Casualty (P&C) Demonstrated experience advocating on complex or disputed claims, including direct negotiation with insurers. We help clients design and place Professional Liability, Cyber Liability, Employment Practices Liability (EPL), Management Liability (D&O), Fiduciary, and Property and Casualty (P&C) coverages As a Legal & Claims Manager you will lead complex claim advocacy and collections for PSP clients, helping them achieve optimal outcomes on high‑impact claims.
Legal & Claims Senior Manager, Professional Services Group Aon PlcLegal & Claims Senior Manager, Professional Services GroupNew York, NY$167,000–$210,000 / yearSkills and experience that will lead to success 15+ years of progressively responsible experience in professional and financial lines insurance with significant emphasis on complex claims and coverage, including: Lawyers professional liability / legal malpractice (E&O) and/or other professional services E&O; and One or more of: accountants E&O, management consultants E&O, cyber, EPL, D&O/management liability; experience with Property & Casualty programs is strongly preferred but not required. How this opportunity is different As Senior Vice President, you will be a senior leader and subject matter expert for PSP's claims advocacy offering, independently leading our most complex and sensitive claims and shaping advocacy strategy, data insights and best practices across the practice.
Insurance Due Diligence Advisor, Private Equity And M&A Hub InternationalInsurance Due Diligence Advisor, Private Equity And M&ANew York, NY$125,000–$175,000 / yearDisclosure required under applicable law in California, Colorado, Illinois, Maryland, Minnesota, New York, New Jersey, Ohio, and Washington states: The expected salary range for this position is $125,000- $175,000 and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level. You will coordinate directly with PE deal teams, strategic acquirers, and target company executives while drawing on HUB's national network of specialty coverage experts to deliver a comprehensive picture of the target's insurance program.
NewPersonal Lines Insurance - New Business Producer Provident Financial Services IncPersonal Lines Insurance - New Business ProducerIselin, NJ$45,000–$75,000 / yearPlease note, the base pay actually offered may vary based upon the candidates skills and experience, job-related knowledge, education, geographic location, internal equity, and other applicable business and organizational needs. The Personal Lines New Business Producer is responsible for building and continuously growing a personal client insurance portfolio by developing new business opportunities and cultivating long-term client relationships.
Account Manager - Commercial Insurance (Construction/Contractors) Insurance Office of AmericaAccount Manager - Commercial Insurance (Construction/Contractors)Paterson, NJRemote$60,000–$115,000 / yearFull timeThe Commercial Lines Account Management team is responsible for managing and retaining client relationships, supporting new business opportunities, delivering exceptional service, and ensuring operational excellence across an assigned book of business. Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs.
Account Manager- Commercial Insurance Insurance Office of AmericaAccount Manager- Commercial InsuranceFlorham Park, NJRemote$45,000–$75,000 / yearFull timePlease note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. The scope, autonomy, and complexity of responsibilities increase by level , ranging from task execution (Account Associate) to independent account management and technical advisory (Account Manager Associate).
Insurance Due Diligence Advisor, Private Equity and M&A Hub International LtdInsurance Due Diligence Advisor, Private Equity and M&ANew York, NY$125,000–$175,000 / yearDisclosure required under applicable law in California, Colorado, Illinois, Maryland, Minnesota, New York, New Jersey, Ohio, and Washington states: The expected salary range for this position is $125,000- $175,000 and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level. You will coordinate directly with PE deal teams, strategic acquirers, and target company executives while drawing on HUB's national network of specialty coverage experts to deliver a comprehensive picture of the target's insurance program.
Director, Corporate Banking, FIG Insurance BMO (Bank of Montreal)Director, Corporate Banking, FIG InsuranceNew York, NYThe Corporate Banking Insurance team supports the origination and structuring of corporate lending transactions, and coordinates with other product teams as an integral part of a larger capital markets coverage team that maintains strong client relationships. The Corporate Banking team is responsible for completing credit due diligence in establishing and maintaining credit lines that are needed to facilitate Lending, Trade Finance, Cash Management and Trading transactions for Insurance clients.
Insurance Risk Management Analyst Sirva Worldwide IncInsurance Risk Management AnalystNYRemote$66,400–$83,000 / yearFrom corporate relocation and household goods to home sale and commercial moving and storage, our portfolio of brands (including Sirva, Allied, northAmerican, Global Van Lines, Alliance, and Sirva Mortgage) provide everything needed to move talent and deliver experience. As a leading global relocation management and moving services company, we bring together personalized program solutions, expansive global reach, innovative technology, and an unmatched supply chain to transform businesses of any size and empower talent moving to their next opportunity.
Senior Client Manager (Insurance Vertical) NTT DATA Group CorpSenior Client Manager (Insurance Vertical)NJ$115,000–$213,000 / yearThe knowledge of the company's offerings, client applications, use cases and market trends and the skill to apply them to individual client and prospect situations that positions the sales team member as an expert client advisor. The skills and knowledge that enable a sales team member to create success by identifying and advancing opportunities at assigned prospects and clients.
Assistant Vice President, Professional Services Group Aon CorporationAssistant Vice President, Professional Services GroupNew York, New York$100,000–$135,000 / yearAttend team meetings, manage work flow for various renewal processes, and maintain files that clearly and accurately record the activities and communications of the team. Looking to assist the team with the delivery of services and liaising with clients in the day-to-day management of their insurance needs?.
Executive Security Driver Professional Marsh & McLennan Companies IncExecutive Security Driver ProfessionalNew York, NY$65,000–$125,000 / yearSupport and provide security for off-site events and functions such as off-site Executive Committee meetings, Board of Directors meetings, board dinners, annual shareholder meetings, large corporate events, and other corporate events/functions. Establish and maintain excellent working relationships with key departments such as the Chief Executive Officer (CEO), and each of the other Businesses CEOs offices, General Counsel, and their respective Executive Assistants.
Manager, SAP S4 Public Cloud Professional Services Automation (PSA) KPMG International CooperativeManager, SAP S4 Public Cloud Professional Services Automation (PSA)NY$145,350–$253,230 / yearExperience supporting at least two full lifecycle SAP implementation focused on Solution Order Management, Subscription Billing, Service Contracts, Enterprise Portfolio and Project Management (EPPM), and Professional Services Automation, with ability to contribute to workshops, assist in defining business-centric solutions, and support integration with related modules such as Sales, Finance, and Service Delivery. Qualifications: Minimum six years of recent external management consulting experience with a focus on hybrid business model transformation, including at least two full lifecycles SAP S/4HANA Public Cloud implementation in Enterprise Portfolio and Project Management (EPPM), Solution Order Management and/or Professional Services Automation, with demonstrated ability to support stakeholder engagement and contribute to business strategy and outcomes.
Associate Broker, Professional Services Group Aon PlcAssociate Broker, Professional Services GroupNew York, NY$75,000–$90,000 / yearThis person would assist in brokering and be responsible for key processes and internal activities in conjunction with the day-to-day servicing of our professional service firm clients including professional liability, management liability, employment practices liability, cyber liability, and other insurance programs. • Participate in, and assist the team with, the delivery of services, advice, and advocacy to clients, largely dealing with their senior-level leadership such as risk managers and offices of general counsel.
Vice President, Professional Services Group Aon PlcVice President, Professional Services GroupNew York, NY$125,000–$140,000 / yearPrepare and/or check renewal invitation letters, application reviews, market submissions, terms reports, putting up the firm orders to various insurance companies, ensuring that coverage is bound prior to the effective date, and responding to client requests and inquiries. Account Executive/Broker II - (Specialty Lines) New York/Chicago (hybrid) Manage day to day client service and brokerage activities of team working with law firms.
Assistant Vice President, Professional Services Group Aon PlcAssistant Vice President, Professional Services GroupNew York, NY$90,000–$110,000 / yearAttend training sessions, presentations, and meetings that will assist with present and anticipated future Skills and experience that will lead to success 3+ years of insurance experience in property and casualty lines (Professional Liability, Employment Practices Liability, D&O or cyber) preferred. Assistant Vice President, Professional Services Group Looking to assist the team with the delivery of services and liaising with clients in the day-to-day management of their insurance needs?
Professional Engineer (Pe) - Geotechnical AEIS LLCProfessional Engineer (Pe) - GeotechnicalNew York, NY$125,000–$190,000 / yearIn this leadership role, you will be responsible for developing project-specific Quality Plans, supervising QA/QC activities, and ensuring full adherence to DOT and agency requirements. Ensure compliance with NYSDOT, NYCDOT, NJDOT, NYS Thruway Authority, and similar agency specifications.
Managing Director - Professional Services All In One Accounting IncManaging Director - Professional ServicesNY$175,000–$200,000 / yearYour role in growth is different and complementary: you define the ideal client profile for your practice, serve as the subject matter expert who closes qualified opportunities that BD surfaces, drive expansion within your existing book, and build the external reputation that makes your practice the obvious choice in your industry. We're seeking a Managing Director to own and lead AIOA's Professional Services Practice - a business unit serving consulting firms, law practices, marketing agencies, staffing companies, and other expertise-driven businesses.
Category Manager - Professional Services ExlService Holdings IncCategory Manager - Professional ServicesNY$80,000–$120,000 / yearEXL harnesses the power of data, analytics, AI, and deep industry knowledge to transform operations for the world's leading corporations in industries including insurance, healthcare, banking and financial services, media and retail, among others. EXL never requires or asks for fees/payments or credit card or bank details during any phase of the recruitment or hiring process and has not authorized any agencies or partners to collect any fee or payment from prospective candidates.
Senior professional development manager Allen Overy Shearman Sterling LLPSenior professional development managerNY$194,000–$247,000 / yearThis role serves as a senior member of the Americas Professional Development team, supporting the Professional Development Director in executing and advancing talent development programs across the region, while contributing to the firm's global talent development strategy. Partner with PD Americas leadership and the Global Talent & Development team to develop, manage and implement competency-driven business skills training for Associates, Counsel, and Business Professionals across the Americas.
Senior Machinery Loss Control Professional AEGISSenior Machinery Loss Control ProfessionalJersey City, New Jersey$140,000–$165,000 / yearAEGIS Insurance Services, Inc. (“AEGIS”) has an immediate opening for a Senior Machinery Loss Control Professional to develop and implement the company’s machinery loss control programs in order to support the Underwriting division and propose methods to mitigate the frequency and severity of losses to Insureds and AEGIS. Collaborative Communications and Behavior: Develops and maintains effective working relationships as a team member and across divisions; readily collaborates and shares information, seeks and provides constructive feedback, and supports a respectful workplace.
Senior Loss Control Account Professional AEGISSenior Loss Control Account ProfessionalJersey City, New Jersey$150,000–$180,000 / yearCollaborative Communications and Behavior: Develops and maintains effective working relationships as a team member and across divisions; readily collaborates and shares information, seeks and provides constructive feedback, and supports a respectful workplace. AEGIS Insurance Services, Inc. (“AEGIS”) has an immediate opening for a Senior Loss Control Account Professional to provide information to the Property Underwriters pertaining to the operating conditions and maintenance programs at Insureds Company electric, natural gas, and water facilities.
Licensed Sales Professional Louis BouchardLicensed Sales ProfessionalFranklin Lakes, New Jersey$60,000–$90,000 / yearWe're moving quickly, looking across our businesses and brands, and taking bold steps to serve our customers' evolving needs better. You will apply insurance knowledge and sales skills to increase the customer’s understanding of the value of insurance and cultivate long-term relationships with trusted advice.
Licensed Sales Professional Allstate Insurance Agency - Louis BouchardLicensed Sales ProfessionalFranklin Lakes, NJFull timeWe're moving quickly, looking across our businesses and brands, and taking bold steps to serve our customers' evolving needs better. You will apply insurance knowledge and sales skills to increase the customer’s understanding of the value of insurance and cultivate long-term relationships with trusted advice.
Insurance Risk Management Analyst Allied Moving Services AustraliaInsurance Risk Management AnalystNYRemote$66,400–$83,000 / yearFrom corporate relocation and household goods to home sale and commercial moving and storage, our portfolio of brands (including Sirva, Allied, northAmerican, Global Van Lines, Alliance, and Sirva Mortgage) provide everything needed to move talent and deliver experience. As a leading global relocation management and moving services company, we bring together personalized program solutions, expansive global reach, innovative technology, and an unmatched supply chain to transform businesses of any size and empower talent moving to their next opportunity.
Supervisor, Risk Consulting (Insurance) RSMSupervisor, Risk Consulting (Insurance)New York, NY$88,900–$168,300 / yearAs a Supervisor in RSM's growing Financial Services Risk Consulting Practice, you will have the opportunity to draw from your experience and knowledge while continuing to grow your leadership skills through a high degree of client and industry exposure, career development and mentorship opportunities, and a diverse and inclusive culture. Proactively seek out opportunities to learn from or teach team members, build a coaching/mentoring network and take advantage of training opportunities to continually expand skills and demonstrate leadership capability.
Senior Associate, Risk Consulting (Insurance) RSMSenior Associate, Risk Consulting (Insurance)New York, NY$77,700–$146,900 / yearDue to rapid growth of our Financial Services Risk Consulting practice within the insurance industry and the evolving risk landscape of our clients, RSM is seeking a highly motivated senior consultant to lead teams of risk consulting professionals in addressing our clients' needs. As a Senior Associate in the Financial Services Risk Consulting (Insurance) practice at RSM, you'll be asked to consistently: Model the core RSM values of respect, integrity, teamwork, excellence and stewardship in all interactions with clients and team members.
Senior Client Manager (Insurance Vertical) NTT DATASenior Client Manager (Insurance Vertical)saddle river, NJ$115,000–$213,000 / yearThe knowledge of the company's offerings, client applications, use cases and market trends and the skill to apply them to individual client and prospect situations that positions the sales team member as an expert client advisor. The skills and knowledge that enable a sales team member to create success by identifying and advancing opportunities at assigned prospects and clients.