- WTW (Los Angeles, CA)
- …and risk management needs through deep industry specific expertise. The role of a broker is to help our clients mitigate their total cost of risk. The brokerage ... to assess, model, and structure risk. Once modeled, the broker personally escorts the clients' risk into the market...with a target graduation date of May 2027 + Preferred Majors: Risk Management, Business, Finance, Economics, Accounting, Liberal… more
- Amentum (Sacramento, CA)
- …casualty, cyber, D&O, aerospace, marine, professional, etc.), including annual renewals, broker engagement, and carrier relationships. + Analyze risk exposure and ... mentorship to the risk management team. + Represent the company in key broker and insurer relationships, risk conferences, and industry groups. + Lead special… more
- HUB International (Riverside, CA)
- …supporting our accounting team by working directly with Insurance Carriers and Broker Partners to obtain accurate and timely documentation. This role helps ... accuracy for commission processing. + **Maintain strong relationships with carrier and broker partners** , acting as a reliable point of contact for documentation… more
- PennyMac (Westlake Village, CA)
- …organic and paid social media strategies aimed at increasing mortgage broker acquisition, engagement, usage and loyalty. Manage content strategy and calendars, ... business + Supervise and engage with online communities including private broker Facebook groups. Foster positive interactions, address inquiries with industry… more
- City National Bank (Los Angeles, CA)
- …substantial experience advising regulated financial institutions (including national banks and broker -dealers) on laws and regulations relating to AML and Financial ... advice to all three lines of defense (front line, Risk/Compliance, Audit), broker -dealer businesses, and other US-based businesses regarding all aspects of AML laws,… more
- City National Bank (Los Angeles, CA)
- …and subsidiaries. Substantial expertise in advising registered investment advisers and broker -dealers is essential as is the ability to work and communicate ... and regulatory counsel to the Bank and its registered investment adviser, broker -dealer, and registered investment fund subsidiaries and affiliates with respect to… 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 ... Who Are You? QUALIFICATIONS: High school diploma or equivalent (Bachelor's Degree Preferred ) Minimum of three (3) years investment sales experience (preferably in a… more
- Navy Federal Credit Union (San Diego, CA)
- …relationships with members and internal/external sources. + Execute customer and broker purchase/sales orders of securities for current/new clients. + Identify ... NASAA Series 63/65 or 66 registration required + Life & Health Insurance License preferred (or the ability to obtain within 90 days of hire) + Effective analytical,… more
- CVS Health (Sacramento, CA)
- …PowerPoint, TEAMs, Salesforce. + Persuasive Presentation Skills demonstrating value. ** Preferred Qualifications** + Established relationships with Broker ... are professionals who help us build our middle market business via the broker distribution channels for Medical, Group Insurance and Specialty products. Their goal… more
- 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