- Xylem (Charlotte, NC)
- …Bachelor's degree in Business, International Business, International Trade, or related field preferred but not required. + Licensed Customs Broker , Certified ... Customs Specialist (CCS) or certifications preferred but not required. + Deep understanding of global trade regulations (EAR, ITAR, Customs, OFAC, etc.) and tariff classification procedures. + Understanding of the Commerce Control List (CCL) and ECCN… more
- Truist (Charlotte, NC)
- …the ability to communicate and interact with all levels of management Preferred Qualifications: 1. Proven Broker /Dealer product knowledge/expertise 2. Eight ... medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax- preferred savings accounts, and a 401k plan to teammates. Teammates also… more
- MetLife (Cary, NC)
- …to sales partners. The CEL will serve as secondary support for strategic broker , prospect, and customer meetings to drive sales results, while building and ... second sale education and enrollment strategy through partnership with customer, broker , sales and/or third party. . Ensure resources supporting enrollment meetings… more
- Principal Financial Group (Raleigh, NC)
- …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
- The Cigna Group (Raleigh, NC)
- …to deliver compelling and valuable solutions to present to our clients and broker partners. The NSD is also responsible for relationship management with external ... will focus on clients over 3000 lives and take into consideration broker relationships, growth strategies, competitive intel, local trends, and core product… more
- Cushman & Wakefield (Charlotte, NC)
- …**Job Description** **Essential Duties** + Support the execution of MAG Broker team financial analysis and valuation modeling requests, including scenario analyses ... inconsistencies + Assist with the drafting and preparing of Offering Memorandums, Broker Opinion of Value, and/or Request for Proposals + Communicate professionally… more
- TD Bank (Charlotte, NC)
- …Client Wealth, (TDPCW), a US registered Investment Advisory Service and a US Broker Dealer and TD Wealth Management Services Inc. (TDWMSI). The Central Supervision ... scheduled time) + State Life & Health Insurance License ( Preferred ) + FINRA Series 65 or 66 ( Preferred...Language:** + This position is with a FINRA member, broker and/or dealer and is subject to the requirements… more
- Lincoln Financial (Greensboro, NC)
- …Locations:** Greensboro, NC (North Carolina); Hartford, CT (Connecticut) **Work Arrangement:** Hybrid Preferred : Preferred employee will work 3 days a week ... solutions to their clients. This is a consultative phone-based position responding to broker inquiries received via inbound calls. You will answer questions in a… more
- Kestra Financial (Raleigh, NC)
- …and record keeping adheres to compliance standards + Successfully partner with Broker Dealer for new account establishment, account maintenance, and compliance + ... direct control Education and/or Experience + Bachelor's degree in a business-related field preferred + The ideal candidate will have 2+ years of experience in the… more
- Zurich NA (Charlotte, NC)
- …and 10 or more years of experience in the Underwriting, Market Facing, Broker , Carrier or Risk Management area within the Commercial Insurance industryOR + Bachelors ... or segment + 2 or more years of people management experience Preferred Qualifications: + Advanced knowledge of Energy product lines, the commercial insurance… more
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