- CBRE (Dallas, TX)
- …and completed on time. + Prepare materials and engage in market meetings and broker debriefs to support the sales process. + Partner with Research and Marketing ... materials. + Act as the local software expert, assisting brokers , support staff, and management in the use of...+ Learn, support, and drive the adoption of other broker technology tools and systems + Have some knowledge… more
- Principal Financial Group (Addison, TX)
- …in our Group Benefits area. In this role, you'll partner closely with the broker community throughout South and NE Louisiana to sell group employee benefit products ... service team to partner with you and prioritize your brokers ' and client's needs! Here are a few examples...Territory Development + Sales, Growth and Retention + Building Broker Relationships This position is also a phenomenal way… more
- Cushman & Wakefield (Dallas, TX)
- **Job Title** Financial Advisor (CPA preferred ) **Job Description Summary** Candidate to join a USA based Financial Advisory and Consulting team that specializes in ... other strategic real estate alternatives + Makes recommendations to brokers , their clients, and other service line professionals +...Accounting, Real Estate or related business areas + CPA preferred + 4 - 5 years of financial analysis… more
- 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 ... group. **What you have** + Bachelor's degree required; MBA preferred + CFA, CPA or FRM professional designation ...Demonstrated detailed knowledge of finance + Deep knowledge of broker / dealer liquidity and collateral requirements + Extensive… more
- Lincoln Financial (Austin, TX)
- …Hartford, CT (Connecticut); Omaha, NE (Nebraska); Work from Home **Work Arrangement:** Hybrid Preferred : Preferred employee will work 3 days a week in ... compliance needs. * Serve as the key liaison with benefits vendors and brokers in Bermuda, overseeing renewals, claims and service delivery. * Ensure benefits… more
- The Hartford (Frisco, TX)
- …will underwrite and manage a book of business as well as working with brokers and clients on servicing that book, driving new business opportunities, and developing ... relationships with assigned brokers located throughout the territory that are assigned to....degree in finance, accounting, economics or insurance is strongly preferred . + Valid driver's license as a company pool… more
- Guardian Life (Austin, TX)
- …Include: + Provide technical case support to financial representatives and brokers to identify advanced markets opportunities and design cases that fulfill ... clients and drive sales. + Work closely with Guardian's broker dealer (Park Avenue Securities) to drive revenue through...+ Juris Doctor (JD) law degree required + CPA preferred + CFP/CLU/ChFC preferred + Expert knowledge… more
- Zurich NA (Addison, TX)
- …building and maintaining relationships with internal colleagues, external customers, and brokers , and analyzing and resolving quality and customer service problems. ... insights to assist business units by collaborating in product development, customer/ broker stewardship, and prospect meetings. + Motivate and lead a high-performance… more
- RTX Corporation (Richardson, TX)
- …+ Developing and maintaining good working relationships with stakeholders and brokers ; managing the escalation process for critical customs issues, removing ... for RTX **Qualifications You Must Have** + Licensed Customs Broker + A Bachelors Degree and minimum 12 years...degree in Customs law or an MBA are strongly preferred + Global Trade and Customs experience in the… more
- CVS Health (Austin, TX)
- …sales, account management, and operations to resolve any problems and ensure client, broker , consultant and provider needs are being met. + Evaluates new business ... + Proven leadership/management experience + Market exposure to account management, sales, brokers , and clients + Proven ability to analyze and interpret complex data… more