- USAA (San Antonio, TX)
- …annuity and/or life insurance distribution through full-service brokerage and bank broker dealer firms. + Excellent relationship management skills and demonstrated ... level of business acumen in the areas of annuity business operations, broker dealer sales processes and paperwork, sales suitability, industry practices and emerging… more
- AIG (Milano, TX)
- …clients. + It will be important to generate new business by expanding your broker network, attending broker events, and building new relationships across the ... and training to less-experienced underwriters - and support them in building their broker network. What you'll need to succeed + Proven underwriting experience, with… more
- Principal Financial Group (Addison, TX)
- …new client accounts, managing account openings and asset movement requests with broker -dealer, and serving as a point of contact between financial professionals, ... investment account applications. Manage account openings and asset movement requests with broker dealer. + Utilize industry technology, such as Salesforce CRM and… more
- Atria Wealth Solutions (Fort Worth, TX)
- …credit union members full-service financial planning and investment advice. CFS is a broker /dealer and RIA with a stable, 25-year track record of serving the ... (Member FINRA (http://www.finra.org/) / SIPC (http://www.sipc.org/) ) is a broker -dealer and RIA with a stable track record of...who see farther. Ranked as one of the top broker -dealers in the industry, we work with many of… more
- Trustmark (Austin, TX)
- …new/maintain existing business. Stays current with our Administrative, Enrollment, Broker , and Enrollment Company capabilities and processes. Responsible for ... new/maintain existing business. Stays current with our Administrative, Enrollment, Broker , and Enrollment Company capabilities and processes. **Key Accountabilities**… more
- Zurich NA (Houston, TX)
- …with the organization's appetite, balanced with sound business opportunity. + Make broker /customer and on-sight calls with a planned and well-prepared purpose. This ... / AMIM / or ARM a plus + Established broker relationships + Ability to effectively assess risk +...assess risk + Strong negotiation skills + Strong retail broker relationships + Superior skills in relationship building, active… more
- CVS Health (Austin, TX)
- …seeking an experienced Senior Healthcare Fraud Investigator to join our Dental/Pharmacy/ Broker Investigative Team within Aetna's Special Investigations Unit. In this ... Dental Investigative experience + Pharmacy Investigative experience + Marketplace Broker Investigative experience + Medicaid and Medicare experience **Education** +… more
- First Horizon Bank (Houston, TX)
- …+ Maintain and encourage means in which to simplify and streamline broker needs. Initiate methods of organization to encourage up-to-date customer/ broker ... relations. + Utilization of computer applications for services such as market evaluation, portfolio accounting, compliance and prospectuses. + Must have the ability to learn and implement in house systems including Microsoft Excel, AccountSys, Word, FHN… more
- Realtor (Austin, TX)
- …sales and customer success teams to ensure timely renewal of accounts + Manage broker accounts and act as the primary point of contact for all account-related ... management, compliance issues, and change management + Build, maintain, and expand broker relationships to maximize opportunities and mitigate risk + Upsell new… more
- Cushman & Wakefield (Houston, TX)
- …deals through adherence to standardized, best practice procedures and anticipation of broker needs + Collaborate with local market teams to effectively coordinate ... practices, proactively resolve issues, and identify ways to continuously improve the broker experience + Identify gaps in Deal Desk processes (both operational and… more