- Atria Wealth Solutions (Raleigh, NC)
- …Raleigh, NC area. As Coastal's Financial Advisor, you'll have the opportunity to use your sales talents and ability to build rapport as you work with our members to ... the branches you are assigned. + Using our approved sales process as you meet with members to identify...LP visit www.cusonet.com . CFS (Member FINRA/SIPC) is a broker -dealer and RIA with a stable, 25-year track record… more
- US Bank (Charlotte, NC)
- …Grade Underwriting, Leverage Finance, Structured Credit, Derivatives, Foreign Exchange, Bond Sales & Trading, and Funding/Repo business lines. The products offered ... by the supported business lines include corporate and municipal bond sales , trading, and origination, asset-backed securities and CLOs, interest rate derivatives,… more
- USG Insurance Services, Inc. (Charlotte, NC)
- …and Houston Who We Are: Welcome to USG, a distinguished national wholesale broker and managing general agent (MGA) with a prominent presence across the nation. ... manage both our proprietary and third-party systems, ensuring our sales operations stay at the forefront of technological advancement....and supervision to the team as requested by the Broker + Manage incoming calls from producers and companies… more
- Navy Federal Credit Union (Matthews, NC)
- …business relationships with members and internal/external sources + Execute customer and broker purchase/ sales orders of securities for current/new clients + ... and take remedial actions + Monitor, track and report performance of individual sales plans and assigned strategies for leadership + Participate in site audits of… more
- Guardian Life (Raleigh, NC)
- …of state insurance laws (inclusive of NAIC). + 3-5 years of broker -dealer and registered investment advisor compliance experience, with experience at an ... insurance-affiliated broker /dealer as a plus. + Prior examination, auditing or...salary, this role may also be eligible for annual, sales , or other incentive compensation. **Our Promise** At Guardian,… more
- Lincoln Financial (Greensboro, NC)
- …servicing agreements and distribution-related contracts, including those with broker -dealers, retirement plan administrators and other intermediaries. * Drafting, ... business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln's standard benefits package. **About The Company** Lincoln… more
- Zurich NA (Raleigh, NC)
- …with Microsoft Office Preferred Qualifications: + Bachelor's Degree + Established broker relationships. + Sales execution mindset + Creative problem-solving ... of underwriting + Establish new as well as develop existing agency and broker relationships + Working within limits and authorities on assignments of varying degrees… more
- Lowe's (Mooresville, NC)
- …Lowe's departments as necessary. * Leads distribution of updates to Customs Broker as per current procedure and maintains database documentation that clearly ... Tariff classification and import regulatory compliance * US Customs Broker License **About Lowe's** Lowe's Companies, Inc. (NYSE: LOW)...in the United States. With total fiscal year 2024 sales of more than $83 billion, Lowe's operates over… more
- Lincoln Financial (Greensboro, NC)
- …a MoneyGuard External Wholesaler you will be responsible for proactively promoting sales of Lincoln Financial Group's products to financial advisors within the ... by identifying senior contacts within targeted firms to achieve profitable sales and Lincoln's product breath growth. + Collaborates with internal stakeholders… more
- Acosta Group (Charlotte, NC)
- …+ Bachelor's Degree or equivalent work experience. + A proven track-record in sales ; preferably with a food broker or national company. + Strong ... customer business in a defined marketing area. Primary responsibility includes increasing sales and market share of the brands represented, while earning a profit… more
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