- Guardian Life (New York, NY)
- …life and annuity insurance products. Park Avenue Securities is Guardian's broker -dealer and corporate Registered Investment Advisor (RIA), which offers clients an ... multiple contingent internal and external partners. + An established sales person, who can deliver complex concepts in a...internal partners **You will** + Be responsible for driving sales across the suite of HNW solutions available on… more
- NBT Bank (Vestal, NY)
- …equivalent education and experience + Minimum 3 years investment and insurance sales experience required Skills and Abilities: + Thorough knowledge of investment and ... player and high quality service provider + Advanced knowledge of all broker dealer advisory platforms Unique Job Characteristics and Requirements: FINRA Series 7,… more
- OEC Group (Queens, NY)
- …+ 3-5 years of experience in Customs Brokerage (must be a licensed Customs Broker ). + Ability to offer guidance and demonstrate leadership within the New York ... on customs entries to check for any errors. + Support the Sales Department to help increase Brokerage sales by joining sales calls and educating customers on… more
- CVS Health (Albany, NY)
- …financial decision recommendations and presents them to management. Supports New Business Sales team with finalist meetings for new business. . Assesses the ... competitive environment and develops sales strategies to capitalize on market opportunities and drive...level experience in Self-Funding, in addition to working with client/ broker on their Health Plan strategy, interpreting and delivering… more
- Guardian Life (New York, NY)
- …our General Agency distribution system as well as through the Third Party and Broker Dealer arm. + Oversee the development of content that aligns to the developed ... and program launch strategies, updates, and maintenance communications to support sales activity and consumer engagement. + Support annuity wholesalers through the… more
- Broadridge Financial Solutions (New York, NY)
- …pay policies. Provides services in Executive Compensation, International Compensation, Sales Compensation, Equity Compensation and other specialized areas of ... competitive, and legally compliant. Researches and develops incentive programs, including sales . Manages the annual review process, including job evaluation, base… more
- Broadridge Financial Solutions (New York, NY)
- …major clients and will manage the product lifecycle, collaborating cross-functionally ( sales , client service, operations, technology, legal, and marketing) to ensure ... maintain comprehensive release documentation, and deliver product enablement and training for sales and services teams to drive adoption and growth. + Champion the… more
- Hold Brothers (New York, NY)
- About the Job: Hold Brother's Capital is a self-clearing broker -dealer with a specialization in proprietary trading in US equities markets, headquartered in New York ... key member of our organization, you will play a crucial role in driving sales growth and contributing to the achievement of our business goals. Responsibilities: +… more
- Broadridge Financial Solutions (New York, NY)
- …into actionable plans for your assigned portfolio, collaborating across Marketing, Sales , and Business Units, to ensure alignment with business strategies and ... within the team. + Collaborate closely with cross-functional stakeholders, including Marketing, Sales , and Business Unit leaders, as well as external partners , to… more
- TD Bank (New York, NY)
- …FINRA required FINOP responsibilities, Marketing Principal duties, Strategy, middle-office Sales /Service Support, and Data & Analytics responsibilities. This role ... identifies TDPCW and/or TDWMSI + Leads Wealth Service & Sales Support team to drive operational excellence and Legendary...**OCC:** + This position is with a FINRA member, broker and/or dealer and is subject to the requirements… more