- CRC Insurance Services, Inc. (Dallas, TX)
- …**Please review the following job description:** Serves as a partner to Broker providing superior support regarding all policies and key accounts. Provides high ... ideas. * Community: Be part of a supportive team that celebrates success together. * Benefits: Enjoy competitive compensation, health benefits, and retirement plans.… more
- PNC (Dallas, TX)
- …feel respected, valued and have an opportunity to contribute to the company's success . As an Audit Lead, you will be within PNC's Internal Audit organization, ... team supporting Corporate & Institutional Banking, Treasury Management, Swap Dealer & Broker Dealer. This position is primarily based in a PNC location. Preferred… more
- Sands Investment Group (Austin, TX)
- …increase their production, we build a business around them to foster continued success Investment possibilities: Most brokers get into the business to invest in real ... a team oriented mindset Collaborate with other brokers and support staff to ensure success across all levels of the business About SIG Sands Investment Group is a… more
- Anywhere Real Estate (San Antonio, TX)
- …training, mentorship, and tools & technology that help to fuel their success in a competitive real estate environment. Anywhere Real Estate Inc. ... (http://www.anywhere.re/) **(NYSE: HOUS) is moving real estate to what's next.** Home to some of the most recognized brands in real estate Better Homes and Gardens(R) Real Estate (https://www.bhgre.com/) , Century 21(R) (https://www.century21.com/) , Coldwell… more
- UNUM (Addison, TX)
- …Summary:** General Summary The Client Development Specialists role is instrumental to the success of the Core Market & Specialists teams for business with 100+ ... guidance to CM and Sales Rep for enrollment activities and supports the team, broker and customer and communicates effectively with all applicable parties. + Act as… more
- JPMorgan Chase (Fort Worth, TX)
- …solutions with financial advisors from wirehouse, private bank, RIA, independent broker /dealer, and JP Morgan Chase affiliate channels. + Proactively contact ... broker -dealer firms to identify avenues for increased penetration, including...+ Coordinate the business development effort contributing to the success of the organization by establishing key client relationships… more
- Principal Financial Group (Addison, TX)
- **What You'll Do** The **New Business Consultant** is instrumental to the success of regional sales offices by building partnerships with our financial ... accounts, managing account openings and asset movement requests with broker -dealer, and serving as a point of contact between...financial services - and that starts with you. Our success depends on the unique experiences, backgrounds, and talents… more
- Atria Wealth Solutions (Fort Worth, TX)
- …credit union members full-service financial planning and investment advice. CFS is a broker /dealer and RIA with a stable, 25-year track record of serving the ... of credit unions and their members. Despite our accelerated success , we still maintain a high level of "human...(Member FINRA (http://www.finra.org/) / SIPC (http://www.sipc.org/) ) is a broker -dealer and RIA with a stable track record of… more
- Zurich NA (Houston, TX)
- …with the organization's appetite, balanced with sound business opportunity. + Make broker /customer and on-sight calls with a planned and well-prepared purpose. This ... a dynamic opportunity to contribute to the growth and success of the marine hull and liability insurance business.../ AMIM / or ARM a plus + Established broker relationships + Ability to effectively assess risk +… more
- USAA (San Antonio, TX)
- …annuity and/or life insurance distribution through full-service brokerage and bank broker dealer firms. + Excellent relationship management skills and demonstrated ... level of business acumen in the areas of annuity business operations, broker dealer sales processes and paperwork, sales suitability, industry practices and emerging… more