• Credit Officer - FI coverage, Vice President

    MUFG (New York, NY)
    …perform counterparty credit analysis on a range of counterparty types: banks, broker dealers, clearing houses, insurance companies, REITs, Mortgage originators ... Experience writing credit reviews on Mortgage Originators, REITS, servicers, banks, broker dealers and related FIG counterparty types. + Interpersonal skills:… more
    MUFG (07/22/25)
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  • Financial Advisor - Centralized

    Santander US (Staten Island, NY)
    …investment/ insurance recommendations consistent with compliance standards to achieve sales results and long-term client satisfaction. The Financial Advisor will ... by the client. **Essential** **Functions/Responsibilities:** + Identifies and pursues new sales prospects within existing or untapped markets. + Gathers market… more
    Santander US (07/26/25)
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  • Business Resource Center, Advanced Planning…

    Guardian Life (Albany, NY)
    …and design cases that fulfill the needs of prospects and clients and drive sales . + Work closely with Guardian's broker dealer (Park Avenue Securities) to ... The Business Resource Center (BRC) is Guardian's advanced sales department, and we are seeking a Advanced...for Guardian's various product lines, including life and disability insurance , mutual funds and annuities, by: + Preparing business… more
    Guardian Life (08/08/25)
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  • Financial Advisor - Centralized, Whitestone

    Santander US (Queens, NY)
    …insurance recommendations consistent with compliance standards to achieve sales results and long-term client satisfaction by telephone communications from ... * Achieve and exceed both individual and branch related sales and revenue goals as defined on a quarterly...quarterly basis. * Maintain compliance with all applicable bank, broker /dealer, State and Federal regulations associated with the sale… more
    Santander US (09/06/25)
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  • Regional Trainer - Midwest Region

    UNUM (Albany, NY)
    …training needs and crafts targeted strategies to enhance outcomes in new sales , recruiting, existing block growth, broker development, agency building, and ... for driving regional and territory growth for Colonial Life by partnering with sales leaders and key home office stakeholders to develop and implement strategies,… more
    UNUM (09/04/25)
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  • Consultant II, Group Underwriting (750-4,999)

    Lincoln Financial (Albany, NY)
    …will independently assess more complex & higher value financial risks related to insurance products, determine price at which LFG will accept risks, alter coverage ... risk & pricing, and bind LFG in transactions for insurance products. You will determine whether to accept or...authority, at which to accept the risks posed by sales . * Works directly and independently with sales… more
    Lincoln Financial (07/22/25)
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  • Relationship Manager- Retirement (West/Midwest))

    Lincoln Financial (Albany, NY)
    …service model and expanding the Virtual Relationship Manager team to support continued sales growth and deliver exceptional client service. In this role, you will ... book of business, developing and executing strategic plans to meet sales targets and organizational goals. You will implement standardized relationship management… more
    Lincoln Financial (09/05/25)
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  • Private Wealth Advisor

    NBT Bank (Williamsville, NY)
    …Degree or equivalent education and experience + Minimum 3 years investment and insurance sales experience required Skills and Abilities: + Thorough knowledge of ... $520,000 Interviews and profiles customers/prospects to determine investment and insurance needs, recommends appropriate products/solutions with a focus on retention… more
    NBT Bank (06/14/25)
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  • National Affiliate Agent Recruiter…

    Anywhere Real Estate (New York, NY)
    …agents and let them know "We Want You." Using your exceptional phone and sales skills, passion and enthusiasm, you'll encourage them to meet with the broker ... prospecting and real estate industry knowledge a plus. + ** Sales savvy:** Prior work in a sales ...Time + Paid Family & Paternity Leave + Life Insurance + Business Travel Accident Insurance +… more
    Anywhere Real Estate (08/21/25)
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  • Asset Management Client Summer Analyst Program

    JPMorgan Chase (New York, NY)
    …Responsible for the distribution of JP Morgan's investment capabilities to broker -dealers, insurance companies, asset managers, banks and registered investment ... knowledge in a rotational program that includes roles in Funds Management, Institutional Sales , and Marketing within our Asset Management Client Teams. As a 2026… more
    JPMorgan Chase (07/13/25)
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