- Equitable (Charlotte, NC)
- …material compliance reviewer role, preferably with an insurance company affiliated broker /dealer, working with retail field commission- and fee-based producers, as ... well as with corporate product, marketing, and business areas. + Established working knowledge of FINRA (Rule 2210), SEC and state securities and insurance department rules and regulations, and a foundational knowledge of variable annuity, variable life and… more
- Carrington (Raleigh, NC)
- …and more efficiently inside the operation. + Superior service levels offered to the broker as you're inside presence ensures every step of the loan process is ... handled in the most efficient manner possible. + Professional account manager's partner with you and your brokers to add value every step of the way. + Base pay plus an industry leading commission plan. + Take over existing accounts. **What We Offer:** +… more
- Lincoln Financial (Raleigh, NC)
- …to help put their goals in reach. Lincoln Financial Distributors, a broker -dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial ... is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors,… more
- Lincoln Financial (Raleigh, NC)
- …to help put their goals in reach. Lincoln Financial Distributors, a broker -dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial ... is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors,… more
- Lincoln Financial (Charlotte, NC)
- …to help put their goals in reach. Lincoln Financial Distributors, a broker -dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial ... is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors,… more
- Lincoln Financial (Charlotte, NC)
- …to help put their goals in reach. Lincoln Financial Distributors, a broker -dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial ... is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors,… more
- Carrington (Raleigh, NC)
- …as required to resolve outstanding issues. + Informs Account Executive, Broker , and/or borrower about discrepancies in title, appraisals, credit, employment, income ... and other file related items and status of the loan. + Reviews and evaluates credit information on mortgage loan documents to determine acceptability for loan programs. + Pulls or verifies credit reports and flood certificates as needed. + Submits completed… more
- Lincoln Financial (Raleigh, NC)
- …to help put their goals in reach. Lincoln Financial Distributors, a broker -dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial ... is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors,… more
- Guardian Life (Raleigh, NC)
- …of prospects and clients and drive sales. + Work closely with Guardian's broker dealer (Park Avenue Securities) to drive revenue through PAS's multifaceted product ... platform. + Educate producers, so they can effectively convey advanced planning recommendations to prospects and clients and educate a client's professional tax and legal advisors on concepts and techniques unfamiliar to them. + Demonstrate superior… more
- Deloitte (Charlotte, NC)
- …in Microsoft PowerPoint + Experience with wire transfers, trade finance, broker /dealer trades. Data governance, data lineage, data testing. + Experience working ... AML technology platforms. + Experience with data analytics tools and engineering skills using Informatica, Kafka, Snowflake, Hadoop + Experience with techniques and algorithms to include sampling, optimization, logistic regression, cluster analysis, Neural… more