- TopMark Funding LLC (CA)
- …of strong performance. We are also interested in discussing opportunities with small broker shop owners with two or more years of successful equipment financing ... sales experience who are experienced in the broker business model and looking to expand their opportunity...commission, and will have access to a draw pool; prior to transitioning to a full commission compensation plan… more
- AIG (Los Angeles, CA)
- …wherever in the world their businesses take them. Role Summary External broker and client facing role providing the day-to-day servicing and multinational technical ... other regulatory matters requiring engagement with the AIG network prior to binding. + Promote and drive the adoption...payment terms. + Provide regular updates to the appointed broker (or client if direct) on program performance until… more
- HUB International (Riverside, CA)
- …. Assist with the month-end closing process and running of reports for all Broker Management system(s) and GL system(s) within the accounting center. . Utilize your ... that GL offsets and supporting source adjustments are identified and cleared prior to deadline; follow-up on timely clearing of all reconciling transactions. .… more
- HUB International (Riverside, CA)
- …+ Execute month-end closing process and running of reports for all Broker Management system(s) and GL system(s) within the accounting center. + Demonstrate ... that GL offsets and supporting source adjustments are identified and cleared prior to deadline; follow-up on timely clearing of all reconciling transactions. +… more
- CBRE (Palo Alto, CA)
- …are accurate on time. Prepare materials and take part in market meetings and broker debriefs. + Partner with Research and Marketing teams to generate reports and ... business activity, and success rates. Help identify expert resources to support the broker 's pursuit activities. + Provide the sales team with insight based on goals… more
- CalSTRS (Sacramento, CA)
- …questions: 1. After reviewing the duty statement, please explain how your prior work experience and/or education correlates to this position. 2. Describe an ... position within the Investment Branch, you will be required to disclose your personal broker account information and be required to utilize a personal broker … more
- AON (Irvine, CA)
- …General Requirements + Familiarity with real estate and insurance terminology + Prior experience with property management insurance and/or accounting + Expert user ... exposure schedules and coordinating submission of data and timely updates to broker teams. + Collaborate with Development Managers and Joint Venture partners on… more
- USG Insurance Services, Inc. (Irvine, CA)
- …and Houston Who We Are: Welcome to USG, a distinguished national wholesale broker and managing general agent (MGA) with a prominent presence across the nation. ... Production Assistant, Executive Production Assistant, Production Assistant, or designated Producer/ Broker (s). Responsibilities include: + Correspondence with agents or carriers… 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 ... ability to work independently. **Preferred Qualifications** + Established relationships with Broker Channel. + Carrier Sales experience. + Salesforce experience. + … more
- Dunham & Associates Investment Counsel, Inc. (San Diego, CA)
- …Inc., a subsidiary of Dunham, is an independently owned, registered Broker /Dealer and Investment Adviser helping Financial Advisors and individual investors reach ... Experience Required: + Ten plus years of experience in similar role at broker dealer, investment advisory firm, trust company or similar financial institution; +… more