- PNC (Mansfield, TX)
- …may be considered. **Education** Bachelors **Certifications** No Required Certification(s) **Licenses** FINRA Series 7 and 66 (or 63,65) required. Life and ... and insurance book of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making… more
- Thrivent Financial (Austin, TX)
- …+ Will and skill to commit to joint field work expectations. + Licensing: + FINRA Series 7 , 63/65 or 66 required or obtained within 90 days. + State insurance ... recruiting pipeline to support the market capacity growth and total sales objectives through advisor referrals and community relationships. + Collaborate with… more
- HCA Healthcare (Houston, TX)
- …leadership role within their division and is proficient in leading an integrated sales organization. **Duties include but are not limited to:** + In conjunction with ... tool) Power User, oversees in-depth training through conducting a series of training sessions for new hires, as well...least two training sessions per year outside of established sales meetings. + Serves as first reviewer for Growth… more
- JPMorgan Chase (Arlington, TX)
- …equivalent + Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/ 7 , state registration (including 63 or 66 if required), and ... options to access their accounts 24 hours a day/ 7 days a week. **Job responsibilities** + Delivers an...skills** + 1+ year of experience in Retail banking sales , Financial services sales , Consultative relationship … more
- PNC (Houston, TX)
- …directs relationship management activities with new and/or existing clients to grow sales , revenue and market share. Typically works with clients with advanced ... range of PNC's products and services. Leverages reporting and sales tools to proactively identify and successfully convert ...Required Certification(s) **Licenses** Public Finance & Healthcare - SIE, Series 52 & 63 (79 optional) within 180 days… more
- Bank of America (Houston, TX)
- …investing and giving they need to remain vibrant and vital. **Required Qualifications:** + **Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses** + ... Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded + Minimum of one year experience in the… more
- Citigroup (Dallas, TX)
- …computer and web based applications **Qualifications and Education** + 15+ years of experience + Licensing: Series 7 & 66 (or 63 & 65) & 31 + Extensive and ... Bankers are able to develop and adapt a disciplined sales process to convert a pipeline of prospects into...their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or… more
- Bank of America (Frisco, TX)
- …goals in innovative and highly professional way + Bachelor's degree or equivalent experience + Series 7 and 63/65 or 66 preferred at time of hire, or must ... focused on supporting the advisors in their respective divisions to drive sales growth through in-person meetings, virtual and phone interactions. They should think… more
- USAA (Plano, TX)
- …not required, however, if there is an existing license and a business need, maintenance of FINRA Series 7 , 66 (or 63 and 65), 24, and 51 (or 53) may be required. ... Directs multiple teams of Health, Life or Retirement Income Specialists, Sales /Solutions Consultants, and/or Process Owners who are responsible for providing… more
- Truist (Houston, TX)
- …enable individuals with disabilities to perform the essential functions. 1. BA/BS degree 2. Licenses: Series 7 , 79, 63 3. 4 years of related work experience 4. ... models involved in transactions 6. Strong organizational and leadership skills 7 . Advanced skills in written and oral communications, and interpersonal relationship… more