- The Walt Disney Company (Rancho Mirage, CA)
- …**Contacting & Lead Generation** + Contact potential clients to gauge interest in broker services and refer them to agents. **Document Handling & Compliance** + ... cannot negotiate terms. + Provide written, factual loan information from broker -prepared materials. + Notify borrowers about missing information in applications. +… more
- UNUM (Sacramento, CA)
- …contributes to achieving territory goals, including those related to recruiting, broker rep development and quality portfolio management. **Principal Duties and ... a Public Sector specialist for territory. + Support new broker rep development. + Support territory rollouts for new...to solicit insurance or the ability to obtain insurance license in states within assigned territory within 45 days… more
- San Francisco Federal Credit Union (San Francisco, CA)
- …Employing ethical business practices to ensure full compliance of regulatory, broker dealer and institution requirements * Delivering a high-quality service ... Office product suite, including Power Point and applications specific to the broker dealer Demonstrated ability to sell products and services to investment clients,… more
- CBRE (San Francisco, CA)
- …terms for land, office, retail, and industrial properties. + Coordinate field broker selection and required resources. Facilitate client review and approval of ... requests for proposals, proposal comparison packages, letters of intent, and broker 's opinions of value. + Analyze and interpret financial analysis templates… more
- CVS Health (Sacramento, CA)
- …who help us build our Aetna's Specialty Division business via the broker distribution channels for Dental/Vision products covering for the small group segment ... reside in commuting distance of the Market. + Health & Life Insurance license . + Proficiency in Microsoft Office, Excel and PowerPoint. + Strong business acumen,… more
- 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, ... alcohol-free workplace. Some positions may require applicants to possess a valid driver's license and have a good driving record. Pay for this position is $100,000… more
- CVS Health (Sacramento, CA)
- …are professionals who help us build our middle market business via the broker distribution channels for Medical, Group Insurance and Specialty products. Their goal ... + Must be willing to travel within the Market. + Health & Life Insurance license or willing to obtain within 90 days of hire. + Proficiency with desktop software… more
- The County of Los Angeles (Los Angeles, CA)
- …Engages in outreach and community-based service provision as needed. Serves as broker between client and family as needed, linking them to other community ... relations and learning. Requirements MINIMUM REQUIREMENTS: TRAINING AND EXPERIENCE: LICENSE : A current valid license as a...TRAINING AND EXPERIENCE: LICENSE : A current valid license as a Licensed Marriage and Family Therapist (Marriage… more
- The County of Los Angeles (Los Angeles, CA)
- …Engages in outreach and community-based service provision as required. Serves as broker between client and family, linking them to other community resources to ... as required. Requirements MINIMUM REQUIREMENTS: TRAINING AND EXPERIENCE: A current valid license as a Licensed Marriage and Family Therapist (Marriage Family and… more
- JPMorgan Chase (San Diego, CA)
- …culture **Required qualifications, capabilities, and skills** + A valid and active Series 7 license is required or may be obtained within a 60 day condition of ... active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting...offered through JP Morgan Securities LLC (JPMS), a registered broker -dealer and investment advisor, member of FINRA and SIPC.… more