- Penske Automotive (Escondido, CA)
- …to support our New Car Sales department and take ownership of managing broker accounts. In this role, you'll oversee broker interfaces, bidding processes, ... fleet sales transactions, and client follow-ups -- ensuring a smooth and successful experience for our fleet partners from start to finish. Pay for this position is $100,000 to $150,000/year. **WHAT WE HAVE TO OFFER** + Fortune 500 company, consistently… more
- M&T Bank (Orange, CA)
- …and handle related vendor communications. Obtain executed program agreements for each broker and dealer, including private label; review the documents, enter them ... indexed. Work with Collections on payment issues to facilitate communications with the broker , vendor and/or end user as required Assist brokers and dealers on… more
- TevisHR (Santa Clara, CA)
- …tenant retention * Coordinate property management needs with third party broker 's or internal Leasing Director's marketing activity BEST-SELF ATTRIBUTES * ... management * Firm understanding of leasing concepts and ability to partner with broker to oversee leasing activity for property * Demonstrated ability to supervise… more
- Sacramento County (Sacramento, CA)
- …insurance where you have paid experience. + Actuarial studies. + Agency/ broker insurance applications. + Contract indemnification language. + Financial statements. + ... performing on a regular basis in property and liability insurance. + Agent or broker obtaining insurance on behalf of a client. + Buyer or administrator of a… more
- PennyMac (Westlake Village, CA)
- …organic and paid social media strategies aimed at increasing mortgage broker acquisition, engagement, usage and loyalty. Manage content strategy and calendars, ... business + Supervise and engage with online communities including private broker Facebook groups. Foster positive interactions, address inquiries with industry… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …transaction booking related to checking accounts, including cash withdrawals, broker account activities, and non-cash transactions such as loan-associated purchases. ... and present Excel worksheets containing client financial data analysis, such as broker analysis and construction, or investment history spreadsheets. * Generate and… more
- CalSTRS (Sacramento, CA)
- …position within the Investment Branch, you will be required to disclose your personal broker account information and be required to utilize a personal broker ... from a designated list as provided by CalSTRS. **Background Investigation** Prior to employment with CalSTRS, a background investigation (BI) will be conducted. The BI consists of a _Personal History Statement_ and fingerprinting through the Department of… more
- BlackRock (San Francisco, CA)
- …like RIAs and Financial Advisors from Wirehouse, Regional and Independent Broker Dealers. **Role Description** Due to our continued phenomenal growth, we ... and drive sales through multiple channels, including RIAs, Wirehouses and Independent Broker Dealers. The Market Sales Partner will deliver expertise to Financial… more
- Guardian Life (Sacramento, CA)
- …of state insurance laws (inclusive of NAIC). + 3-5 years of broker -dealer and registered investment advisor compliance experience, with experience at an ... insurance-affiliated broker /dealer as a plus. + Prior examination, auditing or testing experience. + Series 7; 24 licenses required or obtained within 120 days. + A… more
- USG Insurance Services, Inc. (Irvine, CA)
- …and Houston Who We Are: Welcome to USG, a distinguished national wholesale broker and managing general agent (MGA) with a prominent presence across the nation. ... Production Assistant, Executive Production Assistant, Production Assistant, or designated Producer/ Broker (s). Responsibilities include: + Correspondence with agents or carriers… more