- Truist (Charlotte, NC)
- …supervisory functions that are routinely associated with those of a retail broker /dealer. **ESSENTIAL DUTIES AND RESPONSIBILITIES** Following is a summary of the ... activities may change from time to time. + Supervisory responsibility for Broker Dealer activity including Securities Trading and Annuity Principal Review and… more
- Atria Wealth Solutions (Raleigh, NC)
- …Raleigh, NC area. As Coastal's Financial Advisor, you'll have the opportunity to use your sales talents and ability to build rapport as you work with our members to ... the branches you are assigned. + Using our approved sales process as you meet with members to identify...LP visit www.cusonet.com . CFS (Member FINRA/SIPC) is a broker -dealer and RIA with a stable, 25-year track record… more
- US Bank (Charlotte, NC)
- …Grade Underwriting, Leverage Finance, Structured Credit, Derivatives, Foreign Exchange, Bond Sales & Trading, and Funding/Repo business lines. The products offered ... by the supported business lines include corporate and municipal bond sales , trading, and origination, asset-backed securities and CLOs, interest rate derivatives,… more
- USG Insurance Services, Inc. (Charlotte, NC)
- …and Houston Who We Are: Welcome to USG, a distinguished national wholesale broker and managing general agent (MGA) with a prominent presence across the nation. ... manage both our proprietary and third-party systems, ensuring our sales operations stay at the forefront of technological advancement....and supervision to the team as requested by the Broker + Manage incoming calls from producers and companies… more
- Zurich NA (Charlotte, NC)
- …Degree + Technical knowledge of commercial Construction Casualty Underwriting + Established broker relationships in Southeast market + Sales execution mindset + ... is a market facing position thus we are seeking someone with a strong sales execution mindset and knowledge of construction Casualty policies. Some of the key… more
- Guardian Life (Raleigh, NC)
- …of state insurance laws (inclusive of NAIC). + 3-5 years of broker -dealer and registered investment advisor compliance experience, with experience at an ... insurance-affiliated broker /dealer as a plus. + Prior examination, auditing or...salary, this role may also be eligible for annual, sales , or other incentive compensation. **Our Promise** At Guardian,… more
- Lincoln Financial (Greensboro, NC)
- …servicing agreements and distribution-related contracts, including those with broker -dealers, retirement plan administrators and other intermediaries. * Drafting, ... business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln's standard benefits package. **About The Company** Lincoln… more
- Lincoln Financial (Greensboro, NC)
- …a MoneyGuard External Wholesaler you will be responsible for proactively promoting sales of Lincoln Financial Group's products to financial advisors within the ... by identifying senior contacts within targeted firms to achieve profitable sales and Lincoln's product breath growth. + Collaborates with internal stakeholders… more
- Nutanix (Raleigh, NC)
- …activities such as co-sell and co-marketing opportunities, working closely with regional sales leaders and partners, marketing and all other functions across the ... and will engage directly with the AWS and Partner sales teams to drive field enablement, field alignment and...to ensure pipeline information is thorough and accurate + Broker internal resources, tools, references and / or investments… more
- M/I Homes (Charlotte, NC)
- …Raleigh, San Antonio, Sarasota, and Tampa. Job Summary: Makes new home sales by demonstrating product features, designs, and benefits to potential homebuyers. ... Utilizes sales and marketing techniques, Company guidelines, and knowledge of...local licenses (eg, contractor's license, real estate salesperson and/or broker license, etc.) for the mutual benefit of the… more
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