- Lincoln Financial (Greensboro, NC)
- …IN (Indiana); Greensboro, NC (North Carolina); Hartford, CT (Connecticut) **Work Arrangement:** Hybrid Preferred : Preferred employee will work 3 days a week in ... shareholder servicing agreements and distribution-related contracts, including those with broker -dealers, retirement plan administrators and other intermediaries. * Drafting,… more
- Truist (Charlotte, NC)
- …supervisory functions that are routinely associated with those of a retail broker /dealer. **ESSENTIAL DUTIES AND RESPONSIBILITIES** Following is a summary of the ... activities may change from time to time. + Supervisory responsibility for Broker Dealer activity including Securities Trading and Annuity Principal Review and… more
- Zurich NA (Raleigh, NC)
- …in the Claims or Underwriting Support area + Experience with Microsoft Office Preferred Qualifications: + Bachelor's Degree + Established broker relationships. + ... Establish new as well as develop existing agency and broker relationships + Working within limits and authorities on...property of Zurich American Insurance. If you are a preferred vendor, please use our Recruiting Agency Portal for… more
- Zurich NA (Charlotte, NC)
- …with the organization's appetite, balanced with sound business opportunity. + Make broker /customer and on-sight calls with a planned and well-prepared purpose. Basic ... Claims or Underwriting Support areaAND + Experience with Microsoft Office Preferred Qualifications: + Bachelors Degree + Technical knowledge of commercial… more
- CVS Health (Raleigh, NC)
- …+ Strong business acumen, presentation skills and ability to work independently. ** Preferred Qualifications** + Established relationships with Broker Channel. + ... 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… more
- Cushman & Wakefield (Charlotte, NC)
- …Assist in measuring transactional performance * Ensure that all client and broker engagement documentation is executed Transaction Management: * Coordinate field ... broker selection process * Assist with determining client needs...Bachelor's degree (BA/BS) required in any field; finance/real estate preferred EXPERIENCE * 3+ years of real estate experience… more
- Citigroup (Charlotte, NC)
- …and funding flows including closely coordinated positioning requirements of Bank and Broker Dealer businesses. Focus would be in fulfilling the Resolution and ... for a financial services organization, including Treasury and Finance highly preferred + Core knowledge of balance sheet analysis and asset/liability management… more
- Amentum (Raleigh, NC)
- …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
- Navy Federal Credit Union (Matthews, NC)
- …relationships with members and internal/external sources + Execute customer and broker purchase/sales orders of securities for current/new clients + Identify ... of NASAA Series 63/65 or 66 registration required. Life & Health Insurance License preferred (or the ability to obtain within 90 days of hire) + Effective… more
- Atria Wealth Solutions (Raleigh, NC)
- …+ NC Life, Long-term Care Insurance, and Medicate Supplement licenses + CFP preferred Deadline for Application: All resumes must be received on or before 5/31/2024. ... LP visit www.cusonet.com . CFS (Member FINRA/SIPC) is a broker -dealer and RIA with a stable, 25-year track record...their members. We're ranked as one of the top broker -dealers in the industry and we work with some… more