- Atria Wealth Solutions (Dublin, CA)
- …to execute and measure the plans following the credit union and the broker dealer's guidelines. Responsibilities + Develop each employee to their highest potential ... Credit Union compliance training and those mandated by the broker -dealer. + Serve as a liaison between Patelco Financial...preparation of daily, monthly, and annual reports related to sales activities, income, expenses, and referrals. + Assist in… more
- The Cigna Group (San Francisco, CA)
- …of new and existing distribution channels through segment expansion, capability development, broker engagement and successful execution of sales and retention ... - Minimum 15+ years in a strategic and leadership role in a service, sales , healthcare, health plan and/or broker /consulting environment; 8-12+ years leading and… more
- Zurich NA (San Francisco, CA)
- …expanding Zurich's distribution footprint, developing new partnerships, and strengthening existing broker relationships across all lines of business. In addition to ... and regional leadership to develop and execute business strategies, including sales planning, cross-selling initiatives, and customer engagement efforts. A strong… more
- Carrington (Anaheim, CA)
- …conditions, stipulations or pre-funding requirements received. + Communicates with clients, sales teams and operations teams to resolve outstanding issues as they ... is part of The Carrington Companies. We provide third-party originators, mortgage brokers and financial institutions with access to government and conventional loan… more
- Carrington (Anaheim, CA)
- …conditions, stipulations or pre-funding requirements received. + Communicates with clients, sales teams and operations teams to resolve outstanding issues as they ... is part of The Carrington Companies. We provide third-party originators, mortgage brokers and financial institutions with access to government and conventional loan… more
- Carrington (Anaheim, CA)
- …loans submissions, monitors incoming documents, and verifies data collected by Brokers . + Obtains necessary information (ie, loan applications, credit documents, ... as required to resolve outstanding issues. + Communicates with Sales Management, Account Executives, Operations Manager, Disclosure Department, Underwriting… more
- Guardian Life (Sacramento, CA)
- …and design cases that fulfill the needs of prospects and clients and drive sales . + Work closely with Guardian's broker dealer (Park Avenue Securities) to ... The Business Resource Center (BRC) is Guardian's advanced sales department, and we are seeking a Advanced Planning Consultant. We are an organization providing… more
- UNUM (Walnut Creek, CA)
- …Home Office areas to deliver full service to customers + In partnership with sales rep, provide thorough customer updates, broker feedback, and other pertinent ... core market + Develop and build personal connections with brokers , enrollment firms and customers for assigned block of...Growth of the Inforce Block + In partnership with sales , assist in learning how to proactively manage pre-renewal… more
- Travelers Insurance Company (Glendale, CA)
- …business risk, building relationships, and selling and negotiating with clients, agents, and brokers . This role is part of the Private & Non-Profit Liability team ... Expense Reimbursement. The Account Executive Officer (AEO) will partner with agents and brokers to provide insurance or surety solutions to customers. An AEO will… more
- Anywhere Real Estate (Riverside, CA)
- …the real estate industry. Our Franchise Group delivers value to agents and brokers through powerful marketing, sales support systems, training, mentorship, and ... know "We Want You." Using your exceptional phone and sales skills, passion and enthusiasm, you'll encourage them to...and enthusiasm, you'll encourage them to meet with the broker by offering them an opportunity they can't pass… more