- Kestra Financial (Palo Alto, CA)
- …in the financial services industry allowing for a good understanding of broker / dealer operations and financial services industry, including but not limited ... Licenses, Registration + Series 7 required. Series 65/ 66 preferred . Education / Experience + Bachelor's degree preferred... preferred . Education / Experience + Bachelor's degree preferred but not Required. Business related major a plus.… more
- CVS Health (Sacramento, CA)
- …of financial objectives, and nurturing and growth of important customer and broker relationships. Excellent opportunity to work in a unique, fast paced and ... Office, Excel, TEAMs and PowerPoint - Ability to travel 20-30% nationally ** Preferred Qualifications** - Aetna system and/or product knowledge a plus. - PEO… more
- CVS Health (Sacramento, CA)
- …in the accounting system. + Follow systems of checks and balances. + Allocate broker commissions for payment. + Answer internal and external customer calls. + Update ... accounting system, including accounts receivable, accounts payable, auditing, and billing. ** Preferred Qualifications** + Resides in Amherst, New York, with the… more
- Nutanix (Sacramento, CA)
- …AMER pipeline reviews to ensure pipeline information is thorough and accurate + Broker internal resources, tools, references and / or investments needed to execute ... help meet the set goals **What You Will Bring** + Bachelor's degree preferred (Computer Science, Sales, Marketing, Business Development) + 10+ years of experience in… more
- Elevance Health (Walnut Creek, CA)
- …ad hoc, mid-year, and annual utilization and benefit reporting to the broker and client. + Coordinates open enrollment meetings, renewal process and training ... of education and experience which would provide an equivalent background. ** Preferred Skills, Capabilities and Experiences:** + Extensive COB experience within… more
- The Cigna Group (Irvine, CA)
- …strategies + Develops and maintains strong intelligence capability through customer/ broker contact and formal competitive analysis + Manages the development ... of 5 years of sales experience required + Sales management experience preferred , including recruitment, selection and development of new sales representatives +… more
- Lincoln Financial (Sacramento, CA)
- …+ Other related certifications (PMP, GSNA, CRISC, CCSP, CISM, etc.) preferred **Application Deadline** Applications for this position will be accepted through ... to help put their goals in reach. Lincoln Financial Distributors, a broker -dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial… more
- Broadridge Financial Solutions (El Dorado Hills, CA)
- …degree or certifications such as CISSP, CCSP, AWS Certified Security Specialty preferred ). + Flexibility to be remote or hybrid Compensation Range:The salary range ... delivering technology-driven solutions that drive digital transformation for banks, broker -dealers, asset and wealth managers and public companies. At Broadridge,… more
- Broadridge Financial Solutions (El Dorado Hills, CA)
- …cloud. + Strong aptitude for learning new skills and new technologies. Preferred Qualifications: + Bachelors degree in computer science, computer engineering, or in ... delivering technology-driven solutions that drive digital transformation for banks, broker -dealers, asset and wealth managers and public companies. At Broadridge,… more
- WTW (Los Angeles, CA)
- …other relevant online tools + Must achieve and maintain an active insurance broker 's P&C license, and complete various continuing education activities as needed + ... Insurance industry designations preferred but not required (CPCU, ARM, CIC, CRIS, CRM) **This position will remain posted for a minimum of three business days from… more