Careers at Heffernan Insurance Brokers

For questions or to submit your resume please email jobs@heffgroup.com.

Executive Account Manager - Benefits

A dynamic & well established, fast growing Brokerage Insurance Firm has an immediate opening for an Executive Account Manager position in its HQ Walnut Creek office. This is a senior-level Account Management position.

Attachment:
ExAM WC Job Posting1-2010.doc

Executive Account Manager – Large Group

Attachment:
Executive AM Lrg Grp 2009.pdf

Financial Advisor

This position is responsible for developing a client base of individuals and families for Heffernan Financial Services (HFS). You will be expected to cold call and cross sell to new and current Heffernan clients offering our financial services. You will be responsible for developing communication pieces, organize webinars, and assist with individual investment review meetings for our senior investment advisors. Our organization provides you with the tools and strategies needed to build a client base of high net worth individuals and sustain long-term relationships with those clients.

Job Description - Financial Advisor.doc

Financial Planner/Life Insurance Advisor

This position is responsible for developing a client base of individuals, families, and businesses for Heffernan Financial Services. You will be responsible for cross-selling to our current HIB customers and offering high level financial planning, tax advise, and a variety of wealth transfer vehicles, such as estate planning, wills, trusts, life insurance, disability, retirement plans, business succession planning, asset management and executive benefits and non-qualified retirement plans.  You will be working with our investment advisors, assisting with client relationships and various marketing projects.

Job Description_Financial PlannerandLife.doc

Financial Retirement Consultant

This position is responsible for developing a book of business of individual clients for Heffernan Financial Services. As a retirement consultant you will be responsible for conducting marketing seminars, webinars, group education meetings, and individual meetings with our retirement plan clients. Our organization provides you with the tools and strategies needed to build a client base of high net worth individuals and sustain long-term relationships with those clients. Must be able to provide clients with a high level of individualized world class service, comprehensive brokerage services, and investment strategies consistent with the individual financial goals and needs of the clients.

Commercial Insurance Producer

Excellent Opportunity!

We are one of the fastest growing commercial insurance brokers in California and we are currently seeking an insurance producer with a proven record of success to join our team.

We are seeking qualified commercial insurance producers who will be writing property and casualty coverage for both new and renewal clients. This includes general liability, workers’ compensation, commercial auto, property, and excess/umbrella coverage, etc.

Bring your knowledge and experience in the commercial insurance industry to Heffernan Insurance Brokers and take advantage of our full brokerage services. Services that matter to your clients and help you sell more business!

To be considered for this position, please submit a resume to Staceyc@heffgroup.com or fax to 925-934-8278.

HEFFERNAN INSURANCE BROKERS
"Voted one of the best places to work in the Bay Area"

Benefits Specialist - Small Group

A dynamic & well established, fast growing Brokerage Insurance Firm has an immediate opening for a newly created Benefit Specialist position in its HQ Walnut Creek office. This position specifically works in the Small-Group market specializing in groups with 2-50 lives. 

Attachments:
Benefit Specialist WC SmGrp Job Posting1-2010.doc

Benefits Associate – Large Group

Attachment:
Benefit Associate - Large Grp 2009.pdf

Benefits Specialist – Large Group

Attachment:
Benefit Specialist Lrg Grp 2009.pdf