- First Horizon Bank (TX)
- …private banking, consumer, small business, wealth and trust management, retail brokerage , capital markets, fixed income, and mortgage banking services. First Horizon ... has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable US Bank. More information is available at www.FirstHorizon.com… more
- Anywhere Real Estate (San Antonio, TX)
- …next move through our leading integrated services, which include franchise, brokerage , relocation, and title and settlement businesses, as well as mortgage ... and title insurance underwriter minority owned joint ventures. Anywhere supports nearly 1 million home sale transactions annually and our portfolio of industry-leading brands turns houses into homes in more than 118 countries and territories across the world.… more
- Citigroup (Irving, TX)
- …including consumer banking and credit, corporate and investment banking, securities brokerage , transaction services, and wealth management. As a bank with a ... brain and a soul, Citi creates economic value that is systemically responsible and in our clients' best interests. As a financial institution that touches every region of the world and every sector that shapes your daily life, our Enterprise Operations &… more
- JPMorgan Chase (Plano, TX)
- …detailed understanding of investment product offerings (advisory, annuities, insurance, and brokerage markets knowledge) required + Series 7, Series 66, and ... Insurance Licensing required + 7+ Years of Sales Experience + Skilled at Presenting + Wholesaling background and story telling ability to present solutions effectively + Strong ability to effectively communicate in group settings as well as partner on… more
- CRC Insurance Services, Inc. (Dallas, TX)
- …from time to time. 1. Respond promptly to all requests from brokerage team, underwriters or retailers regarding account servicing issues. 2. Interact regularly ... with clients and underwriters regarding policies, recommending additional coverages as needed or requested and respond to queries and concerns ensuring prompt resolution. 3. Accurately explain coverages and liabilities to agents and/or clients. 4. Provide… more
- Exl Service (Dallas, TX)
- …of Risk Control Consulting + Experience working with major carrier or national brokerage preferred + BS Degree in Engineering, Safety and/or the physical sciences is ... preferred + CSP or ARM designations preferred but not required + Commercial Lines Property/Casualty Loss Control + Commercial Lines Property/Casualty Underwriting + Commercial Lines Property/Casualty Claims Adjuster + Commercial insurance inspections + Fire… more
- Citigroup (Irving, TX)
- …including consumer banking and credit, corporate and investment banking, securities brokerage , transaction services, and wealth management. As a bank with a ... brain and a soul, Citi creates economic value that is systemically responsible and in our clients' best interests. As a financial institution that touches every region of the world and every sector that shapes your daily life, our Enterprise Operations &… more
- CRC Insurance Services, Inc. (Dallas, TX)
- …of diverse data sources + Familiarity with the insurance brokerage , E&S, or wholesale distribution space (preferred) **CERTIFICATIONS, LICENSES, REGISTRATIONS** ... + N/A **FUNCTIONAL SKILLS** + Strong PowerPoint and executive presentation development skills + Proficient in Excel-based modeling and scenario planning + Experience managing multiple priorities, projects, and stakeholders in a fast-paced environment +… more
- First Horizon Bank (Dallas, TX)
- …private banking, consumer, small business, wealth and trust management, retail brokerage , capital markets, fixed income, and mortgage banking services. First Horizon ... has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable US Bank. More information is available at www.FirstHorizon.com… more
- USAA (San Antonio, TX)
- …of experience in annuity and/or life insurance distribution through full-service brokerage and bank broker dealer firms. + Excellent relationship management skills ... and demonstrated ability to influence decisions at all leadership levels. + Subject-matter-expert level of business acumen in the areas of annuity business operations, broker dealer sales processes and paperwork, sales suitability, industry practices and… more