- 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...7, 63, 65 (or 66) Securities Registrations, and Life Insurance licenses are required. + Series 24 or Series… more
- RxBenefits (Los Angeles, CA)
- …drug trend. + Maintains awareness of drug pipeline and proactively consults broker /client on appropriate drug category management approaches. + Proactively consults ... broker /client on recommended benefit design and formulary approaches. +...Excel, PowerPoint, Outlook). + Thorough knowledge of Employee Benefits insurance and PBM industry. + Excellent presentation and communication… more
- USG Insurance Services, Inc. (Irvine, CA)
- …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. ... earned recognition for our excellence, being ranked as a 5-star MGA by Insurance Business of America for four consecutive years. Moreover, we take pride in… more
- UNUM (Sacramento, CA)
- …role will focus on scaling technology sales efforts, deepening field, broker , and customer engagement, and aligning digital solution strategies with national ... of high-impact sales tools, training, and messaging to support field and broker engagement. + Ensure consistent execution of solution selling strategies across… more
- CoStar Realty Information, Inc. (Irvine, CA)
- …ensure complete and organized due diligence is available to buyers, and support the broker 's buyer engagement as needed to sell the property at an auction. As a ... pivotal in effectively communicating auction strategies to each seller, broker and buyer that you engage with. Educating each...Dental / Prescription Drug + Life, legal, and supplementary insurance + Virtual and in person mental health counseling… more
- The Cigna Group (Walnut Creek, CA)
- …and existing distribution channels through segment expansion, capability development, broker engagement and successful execution of sales and retention strategies. ... and customer service; maintains strong external relationships with key broker and consulting firms in addition to key clients...also offer 401(k) with company match, company paid life insurance , tuition reimbursement, a minimum of 18 days of… more
- Covr Financial Technologies (San Francisco, CA)
- CA - VP, Regional Insurance Consultant REPORTS TO: Chief Revenue Officer DEPARTMENT: Sales, National Sales Team FLSA STATUS: Exempt WORK SCHEDULE: M-F, hours subject ... plus uncapped monthly incentive bonus INTERNAL JOB TITLE REFERENCE: VP, Regional Insurance Consultant LOCATION: This position is located remotely in CA COMPANY… more
- WTW (Los Angeles, CA)
- …built to drive a more effective process and outcome for complex global insurance placements. By focusing best-in-class talent on our client's most complex risk ... ownership of professional development, continuously seeking opportunities to broaden technical insurance expertise. + Keep abreast of changing market conditions and… more
- USG Insurance Services, Inc. (Irvine, CA)
- …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. ... our excellence, being ranked as a 5-star MGA by Insurance Business of America for four consecutive years. Moreover,...take pride in our continuous acknowledgment as a Top Insurance Workplace over the past five years, as voted… more
- AIG (Los Angeles, CA)
- Make your mark in Underwriting AIG underwriting teams help to find insurance solutions in areas including Financial Lines, Property, Casualty, Specialty Lines, ... each colleague - empowering our people to grow as insurance professionals and add more value to our customers...less-experienced underwriters - and support them in building their broker network. + Your relationships with brokers will be… more