- Lincoln Financial (Greensboro, NC)
- …at a Glance** As the Financial Services Wholesaling Representative for the Life Insurance team, you will build and maintain business relationships with advisors who ... solutions to their clients. This is a consultative phone-based position responding to broker inquiries received via inbound calls. You will answer questions in a… more
- Atria Wealth Solutions (King, NC)
- …in living out its mission, "to help you make smart financial choices" and support the expected behaviors of the Synergy culture. To achieve this goal the employee ... assist clients in the identification, analysis and appropriate investment and insurance activity directed toward accomplishing their financial goals. Offer regularly… more
- Sumitomo Pharma (Raleigh, NC)
- …and experienced individual for the position of Director, Treasury & Corporate Insurance . The Director will manage global cash operational activities & forecasting. ... Manage bank and broker relationships. This role is responsible for a team...long-term cash forecasting using both direct and indirect methodologies. Support funding needs and excess cash flow understanding. +… more
- WTW (Charlotte, NC)
- …the Willis Group. + To provide technical advice on request within the Practice. ** Insurance ** + Liaison with insurance broker and reinsurance brokers as ... Willis Towers Watson's Captive Solutions team delivers customized, data-driven insurance management services across Corporate Risk and Broking (CRB), Human… more
- WTW (Charlotte, NC)
- …with clients, prospects, regulators and external service providers. **Specific Responsibilities:** ** Insurance ** + Liaison with insurance broker and ... responsible for delivering comprehensive management services to a portfolio of captive insurance companies. This role operates under general direction and focuses on… more
- WTW (Charlotte, NC)
- …as well as interacts with clients, prospects, regulators and external service providers. ** Insurance ** + Liaison with insurance broker and reinsurance ... in delivering tailored management services to a portfolio of captive insurance companies. Captive Solutions spans multiple business segments-including Corporate Risk… more
- MetLife (Cary, NC)
- …efforts; and deliver training to sales partners. The CEL will serve as secondary support for strategic broker , prospect, and customer meetings to drive sales ... including Product COE, Distribution Development, and Marketing to provide day-to-day support of MetLife's products to sales partners. The CEL will lead… more
- Travelers Insurance Company (Raleigh, NC)
- …and settlement agreements, including confidentiality and non-disclosure provisions. + Support underwriting marketing efforts, including participation in broker ... **Target Openings** 1 **What Is the Opportunity?** Bond & Specialty Insurance (BSI) provides management and professional liability, cyber, crime insurance… more
- Wells Fargo (Charlotte, NC)
- …role:** We are seeking a highly experienced Senior Lead Compliance Officer to support the Structured Products Group (SPG) across both Capital Markets and Warehouse ... and Investment Banking (CIB) Compliance team and requires deep expertise in broker -dealer regulations and lending compliance. **In this role, you will:** + Serve… more
- Principal Financial Group (Raleigh, NC)
- …field preferred. + 2+ years of related work experience in life insurance / broker -dealer or RIA operations: client service, account opening, account management, ... new client accounts, managing account openings and asset movement requests with broker -dealer, and serving as a point of contact between financial professionals,… more
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