- PNC (Pittsburgh, PA)
- …geographic locations. The candidate must have Foreign Exchange experience or Securities Broker Dealer experience . The position will require the ability to create ... * Experience working with FX Trading (Forwards, NDFs, Swaps, Options) or Broker Dealer Trading, Trade Capture, Accounting, and Settlements. * Broad knowledge and… more
- Kestra Financial (Sewickley, PA)
- …products and pricing + Understand and leverage the resources available at the Broker Dealer to the fullest extent + Commitment to culture requires a demonstration ... tools of the industry - financial planning software, analytical tools and broker /dealer or custodian systems Education and/or Experience + Bachelor's degree in… more
- Equitable (Philadelphia, PA)
- …achieve your goals through: + Our open-architecture platform for client solutions + Our broker /dealer powered by one of the world's largest broker /dealers LPL * ... infrastructure support * LPL Financial, member FINRA, SIPC, is the clearing broker -dealer for Equitable Advisors, LLC and they are not affiliated. **Qualifications**… more
- Zurich NA (Philadelphia, PA)
- …and endorsements for more complex business accounts + Drives broker /agent/distributor/customer interactions and on-site calls related to account servicing matters ... well-prepared purpose. Builds strong working relationship outside the team and with broker counterparts + Develops new team members and provides support and coaching… more
- Zurich NA (Harrisburg, PA)
- …this role, you will: + Administer and monitor underwriting rules and guidelines, insurance laws and regulations, and rating annual rules. + Develop, maintain & ... and works with customers and distributors (agents & brokers) to determine their insurance related needs and provide solutions. + Supports the sales culture by being… more
- AON (Fort Washington, PA)
- …+ The Underwriting Professional I will be responsible for in-depth property & casualty insurance underwriting as part of a new product launch of a BOP (Business ... the nonprofit sector. + Primary focus will be to quote business insurance for current management liability (D&O/EPL) insured organizations, account round and… more
- Towne Park (Plymouth Meeting, PA)
- …Benefits: Employees are eligible to enroll in medical, dental, and vision insurance , accident insurance , critical illness insurance , hospital indemnity ... benefits. Employees are provided company-paid basic life and AD&D insurance as well as short-term and long-term disability. Employees...as well as the Company's health and welfare benefits broker to align benefits with talent strategies and ensure… more
- Lincoln Financial (Radnor, PA)
- …servicing agreements and distribution-related contracts, including those with broker -dealers, retirement plan administrators and other intermediaries. * Drafting, ... a clear path to financial security, with products including annuities, life insurance , group protection, and retirement plan services. With our 120-year track record… more
- Guardian Life (Bethlehem, PA)
- …operational processes, possess a broad understanding of sales incentive plans and broker commissions, preferably within the Group Benefits industry. This person must ... Experience:** + Bachelor's degree and 10+ years of experience in sales compensation, broker commissions, sales incentives, or related fields, with at least 5 years… more
- Truist (Allentown, PA)
- …supervisory functions that are routinely associated with those of a retail broker /dealer. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the ... change from time to time. 1. Supervisory responsibility for Broker Dealer activity including Securities Trading and Annuity Principal...in lieu of Series 66) 2. Life/Health and Variable Insurance Licensing 3. 5 or more years related retail… more