- Commonwealth of Pennsylvania (PA)
- …offers on-the-job training where you will learn how to examine and audit broker -dealer firms and investment advisers to determine compliance with federal, state, and ... other regulatory requirements to ensure investor protection. Start a rewarding career path with DoBS! This position is home headquartered, however, travel is required in a geographic area including Harrisburg, Philadelphia, and Allentown. DESCRIPTION OF WORK… more
- Guardian Life (Bethlehem, PA)
- …Group Benefits customer service + Have the opportunity to learn and quantify Broker Plan holder interactions in Group Benefits via our digital assistant + Have ... the opportunity to analyze and report on Generative AI based solutions in Group Benefits customer service + Have the opportunity to work and learn from supportive leaders, mentors and team members across the organization who will help coach you as you develop… more
- CVS Health (Harrisburg, PA)
- …of financial objectives, and nurturing and growth of important customer and broker relationships. Excellent opportunity to work in a unique, fast paced and ... varied vertical of healthcare. Quick learners and thinkers are encouraged to apply. PEO (Professional Employer Organization) experience helpful but not required. **Fundamental Components:** + Meets assigned sales, retention and profitability objectives and… more
- Vanguard (Malvern, PA)
- …and mutual funds, to Vanguard's financial advisor clients. FAS serves broker -dealers, asset managers, bank trust departments, registered investment advisors, and ... insurance companies, both at an advisor and home office level. Our vision is to deliver data-driven solutions and insights that inform every decision, enabling us to understand our clients and anticipate their needs, thereby providing the right products and… more
- CVS Health (Harrisburg, PA)
- …in the accounting system. + Follow systems of checks and balances. + Allocate broker commissions for payment. + Answer internal and external customer calls. + Update ... customer-related information in accounting system. + Identify and resolve problems in timely manner. + Follow up on delinquent accounts and own accountability for open items. + Collect and post claim payments against monthly invoices in accounting system. +… more
- USG Insurance Services, Inc. (Pittsburgh, PA)
- …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. ... Our extensive network spans over 400 different markets and we proudly write business in all 50 states. USG has consistently earned recognition for our excellence, being ranked as a 5-star MGA by Insurance Business of America for four consecutive years.… more
- Anywhere Real Estate (Pittsburgh, PA)
- …Role** Anywhere is building a high-impact partner ecosystem to serve agents, broker -owners, and consumers through best-in-class solutions. This role is central to ... ensuring that those partnerships drive meaningful outcomes through intentional design, product fit, and scalable go-to-market strategies. As **Director, Strategic Partnerships - GTM Strategy** , you will serve as the architect of our partner roadmap. Bridging… more
- Nutanix (Harrisburg, PA)
- …AMER pipeline reviews to ensure pipeline information is thorough and accurate + Broker internal resources, tools, references and / or investments needed to execute ... on the business plans in order to help meet the set goals **What You Will Bring** + Bachelor's degree preferred (Computer Science, Sales, Marketing, Business Development) + 10+ years of experience in partner channel development, sales, business development,… more
- JPMorgan Chase (Pittsburgh, PA)
- …and services are offered through JP Morgan Securities LLC (JPMS), a registered broker -dealer and investment advisor, member of FINRA and SIPC. Annuities are made ... available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, NA are affiliated companies under the common control of JPMorgan Chase &… more
- Paylocity (Pittsburgh, PA)
- …personal contacts and other sources. + Build and maintain relationships within the Broker channel as well as other referral sources + Maintain contact with existing ... customers to determine needs for additional services. + Attend trade shows, conferences and other events to promote Paylocity services. + Meet or exceed quarterly and annual sales quota for your territory. + Other duties as assigned. Education and Experience +… more