- AIG (Philadelphia, PA)
- …our clients and growing our business. Where you can make an impact: Client & Broker Engagement At AIG, we are reimagining the way we help clients manage risk through ... new business activity. The team serves major clients and broker partners through an elevated, personalized experience - our...Champion new and existing business initiatives working with the Broker Marketing Executive, Broker Marketing Leader, … more
- Zurich NA (Harrisburg, PA)
- …that will focus on developing our underwriting talent and driving and cultivating broker relationships. We are looking for a Leader that will exercise strong ... the organization's appetite, balanced with sound business opportunity. + Make agent/ broker /customer and on-sight calls with a planned and well-prepared purpose. +… more
- Vanguard (Malvern, PA)
- …and dynamic team that performs Treasury Functions consisting of moving and reconciling broker dealer cash activity. The VMC Treasury Liaison will perform the newly ... Protection Rule). VMC is a Vanguard legal entity which is a registered broker -dealer and provides brokerage services as a self-clearing broker -dealer under the… more
- Vanguard (Malvern, PA)
- …growing and evolving service offerings, Vanguard seeks a highly skilled broker -dealer compliance professional to lead strategic compliance activities related to ... and wealth management businesses. Broad knowledge and experience with broker -dealer regulations is required, while familiarity with investment adviser, investment… more
- Guardian Life (Bethlehem, PA)
- …standards impacting Guardian's retail wealth management business, including its affiliated broker -dealer and investment adviser entities. + Assist with the Firm's ... state insurance laws (inclusive of NAIC). + 3-5 years of broker -dealer and registered investment advisor compliance experience, experience at an insurance-affiliated… more
- The Cigna Group (Harrisburg, PA)
- …to deliver compelling and valuable solutions to present to our clients and broker partners. The NSD is also responsible for relationship management with external ... on clients over 3000 lives and take into consideration broker relationships, growth strategies, competitive intel, local trends, and...prospects. The NSD will be responsible for client and broker education on Cigna's offering and the expansion of… more
- UPMC (Pittsburgh, PA)
- …our sales team at UPMC Health Plan! This position will have responsibility for assigned broker sales for the 51 - 499 market segment and all direct sales within ... ideal candidate will have prior sales experience in the broker community and a proven track record of sales...or exceed sales quotas. + Work in conjunction with Broker relations to provide reports to assigned Brokerage Houses… more
- Kestra Financial (Sewickley, PA)
- …products and pricing + Understand and leverage the resources available at the Broker Dealer to the fullest extent + Commitment to culture requires a demonstration ... tools of the industry - financial planning software, analytical tools and broker /dealer or custodian systems Education and/or Experience + Bachelor's degree in… more
- ARAMARK (Philadelphia, PA)
- …and necessary changes by brokers / insurers. Supports the review of premium, broker and tax invoices for accuracy and payment Assists in creating/maintaining premium ... to reviewing policies to find coverage, coordinating coverage opinions with broker personnel, maintaining electronic claims files in RMIS system, etc. Performs… more
- Equitable (Philadelphia, PA)
- …achieve your goals through: + Our open-architecture platform for client solutions + Our broker /dealer powered by one of the world's largest broker /dealers LPL * ... infrastructure support * LPL Financial, member FINRA, SIPC, is the clearing broker -dealer for Equitable Advisors, LLC and they are not affiliated. **Qualifications**… more