- Guardian Life (Raleigh, NC)
- …and clients and drive sales. + Work closely with Guardian's broker dealer (Park Avenue Securities) to drive revenue through PAS's multifaceted product platform. ... + Educate producers, so they can effectively convey advanced planning recommendations to prospects and clients and educate a client's professional tax and legal advisors on concepts and techniques unfamiliar to them. + Demonstrate superior presentations skills… more
- Deloitte (Charlotte, NC)
- …in Microsoft PowerPoint + Experience with wire transfers, trade finance, broker/ dealer trades. Data governance, data lineage, data testing. + Experience working ... AML technology platforms. + Experience with data analytics tools and engineering skills using Informatica, Kafka, Snowflake, Hadoop + Experience with techniques and algorithms to include sampling, optimization, logistic regression, cluster analysis, Neural… more
- Lincoln Financial (Raleigh, NC)
- …to help put their goals in reach. Lincoln Financial Distributors, a broker- dealer , is the wholesale distribution organization of Lincoln Financial. Lincoln Financial ... is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors,… more
- Lincoln Financial (Charlotte, NC)
- …to help put their goals in reach. Lincoln Financial Distributors, a broker- dealer , is the wholesale distribution organization of Lincoln Financial. Lincoln Financial ... is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors,… more
- Resideo (Charlotte, NC)
- …accounts to build pipeline, track and close deals + Actively manage new dealer applications through a detailed selection process + Responsible for gathering customer ... account information to help effectively manage the customer relationship + Achieve monthly, quarterly and annual KPI's + Build strong relationships with customers in order to become a strategic product partner + Consistently update and manage CRM data to… more
- Topcon Positioning Systems, Inc (Raleigh, NC)
- …+ Target new and existing accounts through JV projects, OEM relationships, dealer leads, market research and company directives. + Build and maintain strong ... relationships with decision-makers across client organizations. + Identify and pursue growth opportunities through up-selling, cross-selling, and new account acquisition. + Develop and execute tailored strategic account plans to meet revenue and business… more
- Lincoln Financial (Charlotte, NC)
- …to help put their goals in reach. Lincoln Financial Distributors, a broker- dealer , is the wholesale distribution organization of Lincoln Financial. Lincoln Financial ... is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors,… more
- Navy Federal Credit Union (Matthews, NC)
- …+ 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
- Atria Wealth Solutions (Raleigh, NC)
- …CUSO Financial Services, LP visit www.cusonet.com . CFS (Member FINRA/SIPC) is a broker- dealer and RIA with a stable, 25-year track record of serving the investment ... needs of credit unions and their members. We're ranked as one of the top broker-dealers in the industry and we work with some of the top financial institutions in the country. Powered by JazzHR more
- The Raymond Corporation (Charlotte, NC)
- Carolina Handling, a Raymond Dealer , is one of the largest automation systems integrators in the world. We specialize in providing turnkey solutions for warehouses, ... distribution centers, and manufacturers. Our product and solutions offerings allow our customers to move material faster and more efficient by implementing automation equipment and technologies including… · Consulting · Material Handling Equipment, Parts, and… more