- Charles Schwab (Westlake, TX)
- …planning across the corporation and its subsidiaries, including our bank and broker -dealers. We monitor and ensure adherence to regulatory ratios including the ... preferred. + Demonstrated detailed knowledge of finance + Deep knowledge of broker / dealer liquidity and collateral requirements + Extensive experience and… more
- Paychex (Irving, TX)
- …the BeneTrac system of electronic enrollment and benefit administration tools to broker distributors and assisting them to promote and sell BeneTrac to their ... Distributors and subsequently introducing BeneTrac to their clients. + Supports Broker Distributors and sponsoring Benefit Plan Carriers with BeneTrac sales… more
- The Hartford (Frisco, TX)
- …Right/ Policy Decisions/ web based vendors. (Genius knowledge a plus but not required) Broker Management & Client Relations * Serve as a critical partner to the ... C commercial lines industry and market knowledge to contribute to the overall success and profitability of the Commercial organization * Routine, structured and high… more
- AON (Houston, TX)
- …empowering human and economic possibility. Skills and experience that will lead to success + 3-5 years of previous commercial insurance experience + Property and ... casualty broker 's license preferred or to be obtained within 120...economic possibility. Skills and experience that will lead to success + 3-5 years of previous commercial insurance experience… more
- AON (Houston, TX)
- …and commercial clients across domestic and international markets. As a top broker with leading surety providers, we deliver strategic solutions that support our ... this opportunity is different At Aon, we don't just broker bonds-we build strategic partnerships that shape the future...your opportunity. Skills and experience that will lead to success + Minimum of 5 years of experience in… 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
- CRC Insurance Services, Inc. (Dallas, TX)
- …an accurate and timely manner. * Coordinates presentations, seminars, meetings, and Broker functions. * Coordinates Sales charity functions. * Orders flowers for ... employee and Broker events, ie...Community: Be part of a supportive team that celebrates success together. * Benefits: Enjoy competitive compensation, health benefits,… more
- CVS Health (Austin, TX)
- …an impact by + Supporting key internal sales and external broker /consultant relationships. + Implementing processes for the organization's Sales Enablement area, ... Director Stop Loss to create a consistent, repeatable sales process that drives success across all segments and regions. + May deliver: + Product training and… more
- CRC Insurance Services, Inc. (Dallas, TX)
- …or Team Leaders regarding all policies and/or key accounts. Partners with Broker to solicit, promote, sell, quote, and maintain renewals from existing agents ... business and/or renewal business to achieve production/market criteria as defined by Broker with little or no supervision. 2. Negotiate terms with the underwriters,… more