- Excellus BlueCross BlueShield (Dewitt, NY)
- …motivated and goal oriented with five (5) or more years of experience in sales . Health insurance sales and/or industry experience beneficial. * Working ... for sales incentive awards or contests. Any sales made while not licensed are not...track record of seven (7) or more years in sales . Health insurance sales and/or… more
- KeyBank (Mahopac, NY)
- …+ FINRA License S66 or S63 and S65 Upon Hire (required) + Certified Financial Planner (CFP) (preferred) + Resident State Insurance Licenses (Life, Variable, and ... on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and...management, service delivery, and other resources to maximize needs-based sales production. + Be an active member of the… more
- KeyBank (Pearl River, NY)
- …+ FINRA License S66 or S63 and S65 Upon Hire (required) + Certified Financial Planner (CFP) (preferred) + Resident State Insurance Licenses (Life, Variable, and ... on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and...and other resources in order to maximize needs- based sales production. + Be an active member of the… more
- HSBC (Flushing, NY)
- …and health insurance licenses required. Licenses are required to coach licensed sales professionals related to servicing activities on investment accounts) + ... be achieved through the consistent leadership with respect to sales and servicing of financial service products within the Wealth Center. Accountable for the… more
- PVH Corp. (New York, NY)
- …+ Prepare the annual budget and monthly management estimate by channel validating sales and margin and ensuring that financial projections represent new ... of TOMMY HILFIGER and TOMMY JEANS, complemented by a range of licensed product categories that extend the brand lifestyle across generations, geographies, activities… more
- M&T Bank (Bronx, NY)
- …and employee experience, digital engagement, transactions/operations, servicing, and sales . Has personal production responsibility. Consistently meets with business ... **Primary Responsibilities:** + Responsible for overall profitability by directing sales and business development, meeting operational objectives and ensuring the… more
- CVS Health (Albany, NY)
- …reduce costs, delivers renewal to client and producer. Formulates complex financial decision recommendations and presents them to management. Supports New Business ... Sales team with finalist meetings for new business. ....solutions align with those objectives to achieve our operational, financial , network, clinical and relationship initiatives (internal and external… more
- TD Bank (New York, NY)
- … Regulators regarding Registered Representatives, FINRA Registered Branches, Licensed Bankers, Non-Registered-Fingerprinted Individuals, FINRA Offices of Supervisory ... FINRA required FINOP responsibilities, Marketing Principal duties, Strategy, middle-office Sales /Service Support, and Data & Analytics responsibilities. This role… more
- Deloitte (New York, NY)
- Mutual funds-Are you a leader, passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and ... research and work on regulated investment company (RIC) tax work papers, financial statement provisions and related tax disclosures and federal and relevant state… more
- SCI Shared Resources, LLC (New York, NY)
- …Funeral Home industry. Responsible for short-term planning as well as achieving annual sales revenue and production targets, Profit & Loss (P&L) goals, developing a ... and effective staff, and exceeding client family expectations **JOB** **RESPONSIBILITIES** ** Financial Management** + Develop annual business plan. Work with local… more