- Hendrick Automotive Company (Murrieta, CA)
- …products. Advanced ability to operate Finance and Insurance portion of Dealer Management System. Communication Skills: Ability to understand and follow instructions. ... Ability to communicate effectively with customers and company personnel. Strong interpersonal and persuasive selling skills. Attendance Expectations: The position requires regular and predictable attendance. Scheduled shifts may include evening hours,… more
- CARMAX (San Diego, CA)
- …processed and resolved per CarMax Guidelines. ♦ Ensure the loaner log and dealer tags are always in compliance with audit requirements. **Job Specifications:** ♦ ... Accountable to Associate 1 Competency Model ♦ Demonstrate exceptional interpersonal, communication, and customer service skills. ♦ Demonstrate exceptional telephone etiquette and active listening skills. ♦ Execute Retail Service Standardized Work ♦ Provide… more
- Ankura (San Francisco, CA)
- …mortgage lending, consumer collections agencies and securities/brokerage [broker dealer , registered investment advisor, exempt registered advisor] and cannabis ... is the ideal candidate; + Knowledge of license acquisition and maintenance for some of the above license types is required; + Working knowledge of NMLS system is required; + Willing to build and maintain strong working relationships with colleagues and treat… more
- Ankura (Los Angeles, CA)
- …mortgage lending, consumer collections agencies and securities/brokerage [broker dealer , registered investment advisor, exempt registered advisor] and cannabis ... is the ideal candidate; + Knowledge of license acquisition and maintenance for some of the above license types is required; + Working knowledge of NMLS system is required; + Willing to build and maintain strong working relationships with colleagues and treat… more
- Charles Schwab (Sacramento, CA)
- …B2B sales experts who focus on large and complex advisors, independent broker dealer reps and trust/bank professionals. You will partner with internal consultants to ... position Schwab's platform, products, and people in an authentic and transparent manner and champion the fiduciary advice model and Schwab's leadership position in the RIA industry. Attributes: + Comfortable engaging with a wide range of firms: traditional… more
- HUB International (Encino, CA)
- …Private Wealth (RPW) SEC registered investment advisor and limited purpose FINRA Broker- Dealer : The Chief Compliance Officer, will be a highly visible, senior ... leadership position, reporting directly into the Global/Executive Chief Compliance and Risk Officer, working closely with RPW senior leadership to collectively support the growing RPW business while mitigating risk and enhancing the SEC compliance… more
- Publicis Groupe (Los Angeles, CA)
- …proud partners to iconic brands, including Lexus and the Lexus Dealer Association, Marriott International, The Ritz-Carlton, Barclays, The RealReal, HKS Architects, ... Metabo HPT, KB Home, Hewlett Packard Enterprise, Moėt Hennessy, Citi., and Cathay Pacific Airlines. We take pride in our industry-shaping creativity, connection, and exceptional culture (that has landed us awards like Fast Company's Best Workplace for… more
- Navy Federal Credit Union (San Diego, CA)
- …+ Ability to obtain appointment by the sponsoring insurance company, broker- dealer and/or Registered Investment Advisory Firm + Experience in business development ... to include market strategy, product demonstration and promoting products and services + Experience consulting with customers to assess their financial status and identify investment needs + Effective knowledge of investment and insurance products + Effective… more
- Insight Global (San Francisco, CA)
- …booking high-quality meetings with financial advisors and decision-makers across RIAs and broker- dealer networks. This is a purely outbound role where you'll own the ... entire top-of-funnel process from sourcing your own leads using tools like Discovery Data, to crafting personalized outreach cadences in Salesloft, to executing 100+ cold calls a day. You'll be the first point of contact for prospects, educating them on their… more
- Publicis Groupe (Los Angeles, CA)
- …proud partners to iconic brands, including Lexus and the Lexus Dealer Association, Marriott International, The Ritz-Carlton, Barclays, The RealReal, HKS Architects, ... Metabo HPT, KB Home, Hewlett Packard Enterprise, Moėt Hennessy, Citi., and Cathay Pacific Airlines. We take pride in our industry-shaping creativity, connection, and exceptional culture (that has landed us awards like Fast Company's Best Workplace for… more