- CRC Insurance Services, Inc. (Richmond, VA)
- …assigned geography. This role will be the overarching relation with assigned broker firms while continuously growing broker headcount by effectively presenting ... proposition. Sales Executives develop an intimate knowledge of their broker firms and broker books of business...environment and coordinate all sales and retention activity as needed to assure the fastest, easiest, and most trusted… more
- Navy Federal Credit Union (Vienna, VA)
- …services to achieve the financial client's goals as a registered representative/advisor/ agent of Navy Federal Investment Services (NFIS) and subsidiaries, or ... and refers advanced financial planning needs to NFIS Financial Advisors when needed . Works on assignment that are moderately difficult and under supervision.… more
- Navy Federal Credit Union (Fredericksburg, VA)
- …services to achieve the financial client's goals as a registered representative/advisor/ agent of Navy Federal Investment Services (NFIS) and subsidiaries, or ... with and refers advanced financial planning needs to NFIS Financial Advisors when needed . This position is eligible for the TalentQuest employee referral program. If… more
- CBRE (Richmond, VA)
- …to client-driven priorities, commitments, and milestones. + Act as a landlord or seller agent and tenant or buyer agent to effectively negotiate the business ... + Coordinate the negotiation of sales through a field broker . This includes negotiating leases and lease amendments, monitoring...to close on 8/20/25 and may be extended as needed . Or to express interest in similar roles, visit… more
- Lincoln Financial (Richmond, VA)
- …administration and reconciliation of multiple (employee, director, and agent ) non-qualified deferred compensation plans, including enrollments, deferrals, ... as IRC 409A and coordinate with legal, tax advisors and third-party administrator as needed . * Serve as a member of the fiduciary investment committee that monitors… more
- Cushman & Wakefield (Richmond, VA)
- …requests for service or client initiation documents * Draft and process all Co- Broker and agent engagement letters * Manage and oversee transactions occurring ... between Real Estate, Lease Administration, and other service lines as needed ) * Coordinate client feedback questionnaires/surveys * Support the transactions team… more
- Anywhere Real Estate (Virginia Beach, VA)
- …clients within our SalesForce database + Communicate with our Relocation Directors + Review broker updates for action needed + Work closely with other team ... largest financial transactions of their life by providing access to a top-tier affiliated agent from one of Anywhere's owned and franchise brands as well as, in some… more