- Guardian Life (Raleigh, NC)
- …and registered investment advisor compliance experience, with experience at an insurance-affiliated broker /dealer as a plus. + Prior examination, auditing or ... testing experience. + Series 7; 24 licenses required or obtained within 120 days. + A bachelor's degree + Strong interpersonal, organizational, and analytical skills. + Excellent written and verbal communication skills with comfort making presentations in… more
- Cushman & Wakefield (Greensboro, NC)
- …between Real Estate, Lease Administration, and Facilities Management) * Review and understand broker market surveys and deliverables prior to client delivery * ... for service or client initiation documents * Draft and process all Co- Broker and agent engagement letters * Facilitate commission invoicing * Input commission… more
- Carrington (Raleigh, NC)
- …**What you'll do:** + Main contact of communication and support between the Broker and the various departments and individuals of the company throughout the process ... approval letters, cancellation and declinations. + Monitors incoming documents from Broker verifying the data collected and submitted by brokers. + Obtains… more
- RxBenefits (Charlotte, NC)
- …specialty networks, fees, plan tier structure, new prospect member size, marketing agreements, broker commissions, and drug utilization. + Be the SME on dozens of ... to apply pricing, commission structures, and properly branded reporting for dozens of broker partners with custom level service from RxBenefits. + Produce ad hoc… more
- Nestle (Charlotte, NC)
- …relevant operators, while building strong, differentiated customer relationships. + Partner with Broker Sales Reps (BSR), Channel Sales Managers (CSM), Broker ... 4 years of experience in a culinary selling role ( broker , distributor, or food manufacturer). + Knowledge of food...status or any other characteristic protected by applicable law. Prior to the next step in the recruiting process,… more
- Zurich NA (Charlotte, NC)
- …the target account process, managing a qualified list of opportunities 90 to 120 days prior to effective date. + Developing strong broker and client networks as ... the organization's appetite, balanced with sound business opportunity. + Making agent/ broker /customer and on-sight calls with a planned and well-prepared purpose. +… more
- The Hartford (Charlotte, NC)
- …and National Partners - an expanding and evolving segment of the broker landscape. Emerging Partners are complex relationships requiring a thorough understanding of ... lead development of operating routines and lead process improvement for broker mergers and acquisitions.Responsibilities: + Accountable for achieving national Small… more
- Carrington (Raleigh, NC)
- …do:** + Functions as an additional point of contact and support between Broker Partners and the various departments and individuals within the company throughout the ... up to Account Manager(s) by monitoring incoming documents from Broker via email and web platform to ensure premium...it pertains to TRID or ability to learn + Prior customer service in an office environment required. +… more
- Principal Financial Group (Charlotte, NC)
- …growing market share. + May provide input on marketing, product development, shareholder/ broker communications and integration of campaigns with broker dealers ... that will help you stand out:** + Prefer at least two years of prior internal or external wholesaling experience and CIMA, CMA, CFA, or CFP designation. **Salary… more
- Equitable (Charlotte, NC)
- …issued by Equitable to professional financial intermediaries such as broker -dealers, banks, independent financial planners, and Equitable Advisors, the company's ... **Qualifications** **Required Qualifications** + Bachelors Degree + 1 years of prior account management experience or sales experience + Series 6 or… more