- Thrivent Financial (Costa Mesa, CA)
- …credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about our financial advisors. Thrivent provides ... Equal Employment Opportunity (EEO) without regard to race, religion, color, sex , gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any… more
- HUB International (Burbank, CA)
- …lines underwriting/brokerage team. Successful applicants will work with the in-house broker to request and review underwriting information for rating of pen/binding ... carriers, preparation of endorsements, and engaging brokerage markets on complex risks. Chance to work closely with Monarch's largest underwriter/producer daily, gaining underwriting and broking knowledge. **Location:** We would love to find a local candidate… more
- HUB International (San Francisco, CA)
- …for retaining the account, acting as the de facto technical expert and broker -consultant. (In some instances, no Producer will be assigned and the AE also ... is primarily responsible for client relationship management.) * Ensure Producers, when assigned, are fully informed about and prepared for all client meetings and interfaces so as to be able to competently and proactively manage the client relationship. *… more
- The Hartford (Los Angeles, CA)
- …+ 5+ years in commercial property underwriting and marketing + Strong broker relationships in the region + Strong presentation skills + Entrepreneurial, ... goal-oriented, and resilient + Valid driver's license (company pool car may be provided) Work Arrangement + Hybrid: If located near our Los Angeles, CA or Greenwood, CO office, expect to work onsite Tuesday-Thursday. Compensation The listed annualized base pay… more
- TopMark Funding LLC (CA)
- …years of successful sales experience originating equipment finance transactions in a broker business model, or comparable experience at an equipment dealer or ... specialty lender. + A demonstrated history of bringing on new business and exceeding quotas. + Strong ability to build and maintain business relationships. + Excellent communication skills, both over the phone and via email. + A high sense of urgency and a… more
- Acosta Group (Sacramento, CA)
- …+ A proven track-record in sales; preferably with a food broker or national company. + Strong interpersonal, organizational, presentation, negotiation, and ... sales skills. + Ability to analyze sales and marketing information needed to make effective sales presentations. + Proficient in a variety of software packages used to support the sales function. + Willing to travel. **\#DiscoverYourPath** **ABOUT US** Acosta… more
- Robert Half Finance & Accounting (Hayward, CA)
- …documentation and benefit-related paperwork + Submit biweekly census reports to benefit broker for new hires, terminations, and changes + Prepare reports for ... internal teams and external stakeholders + Support internal and external audit processes + Perform additional duties as assigned Requirements + 5+ years of experience with HCM and/or HRIS systems + 3+ years of full-cycle, multi-state payroll experience +… more
- Comerica (Costa Mesa, CA)
- …Institutions and Non-Bank Financial Institutions, including Payroll Providers, Broker Dealers, Title/Escrow companies, and Fintech organizations. Position ... Responsibilities: Sales Production: Increase the Bank's profitability by cultivating new business relationships. Maintain and develop customer relationships, new business, and periodic risk reviews of the portfolio. Negotiate proper structure of non-credit… more
- JPMorgan Chase (Los Angeles, CA)
- …to, financial planning, goals-based investing, financial advisory at a broker -dealer, RIA and/or a private bank, affluent/high-net-worth solutions, and retirement ... strategies + Bachelor's degree and Certified Financial Planner (CFP) or Wealth Management Certified Professional (WMCP) designation (or equivalent) required + Ability & experience in understanding clients' financial situations and personal circumstances;… more
- Zurich NA (Sacramento, CA)
- …+ Strong communication skills and the ability to actively participate in client broker meetings + Work independently without close supervision + The ability to ... strategically appoint and manage third party surveyors to support global Loss control activity and review reports for content and quality + High degree of proficiency in using computer and related software or systems At Zurich, compensation for roles is… more