- Guardian Life (New York, NY)
- …have** + 3 or more years of extensive industry experience + Securities license preferred (Series 7 or 6) + Knowledge of retail client onboarding/new account process, ... Microsoft Word and creating Excel spreadsheets and PowerPoint presentations is preferred . + Experience in the managed account space, specifically with Envestnet… more
- Marex (New York, NY)
- …requirements and Group standards and procedures + Communicate with brokers, sales , and other support & control functions on necessary account documentation ... of the risk and compliance requirements associated with this. + Bachelor's degree preferred . Salary Range: $70,000 to $85,000 per year and eligible for discretionary… more
- Paychex (Webster, NY)
- …Bachelor's Degree - Preferred + 3 years of experience in Outside sales experience, and employee benefits and HR background, or training helpful. Compensation In ... Join us to pursue your passion and unleash your potential. Overview Performs sales activities in an assigned territory by introducing the BeneTrac system of… more
- Foresters Financial Services (Westbury, NY)
- Sales Support Associate Sales Westbury, New York Apply Description What we need: This role supports the Registered Financial Services Sales Representative's ... need to have: + High School diploma or equivalent + Some college preferred + FINRA licensing required (S6/S63/Life/Health) with in 12months of hire. Training will… more
- UNUM (Albany, NY)
- …beyond enable us to provide unmatched customer service. With more than 10,000 sales representatives and more than 1,000 home office professionals, we're here to help ... is responsible for providing training and development support to new 1099 sales managers and reps across their specified territory. This includes driving territory… more
- CVS Health (Albany, NY)
- …to work independently. ** Preferred Qualifications** + Established relationships with Broker Channel. + Carrier Sales experience. + Salesforce experience. + ... with heart, each and every day. **Position Summary** : Sales Executives are professionals who help us build our...us build our Aetna's Specialty Division business via the broker distribution channels for Dental/Vision products covering for the… more
- OTC Markets Group Inc (New York, NY)
- OTC Markets Group Inc VP, Sales and Business Development Lead - Market Data OTC Markets Group - New York, NY - Full Time OTC Markets Group Inc., operator of premier ... US financial marketplaces, is seeking a VP, Sales and Business Development Lead - Market Data to...financial markets and cross-border Investor Relations is a highly preferred + Established / proven self-starter + Excellent written… more
- Cushman & Wakefield (New York, NY)
- …Real Estate required) + Previous Capital Markets and/or brokerage team experience is preferred ( broker license is not required for role) + Prior management ... delivery of financial analysis on behalf of Cushman & Wakefield's Investment Sales brokerage services including industrial, retail, and office property types. In… more
- Marex (New York, NY)
- …Plan in line with below responsibilities: + Provide Compliance Advisory services to US Broker Dealer business lines. + Complete or assist in completing US Broker ... regulatory inquiries. + Complete or assist in completing US Broker Dealer BCAC (Business Change Approval Committee ()guidance for...regulatory and compliance advice to business partners about complex sales and trading issues. + Create or assist in… more
- Independent Health (Buffalo, NY)
- …and a culture that fosters growth, innovation and collaboration. **Overview** The Regional Sales Associate will be the face of PBD and the lead storyteller of ... and showcase our strengths. They will be responsible for meeting sales productivity goals, developing new markets, attending prospective client meetings in-person… more