- Santander US (Conshohocken, PA)
- …investment/insurance recommendations consistent with compliance standards to achieve sales results and long-term client satisfaction by telephone communications ... * Achieve and exceed both individual and branch related sales and revenue goals as defined on a quarterly...quarterly basis. * Maintain compliance with all applicable bank, broker /dealer, State and Federal regulations associated with the sale… more
- UPMC (Pittsburgh, PA)
- …financial plan through managing assigned distribution. You will also execute industry-leading sales strategies; and initiate and develop highly effective sales ... distribution resources, and fellow employees. In addition, you will create tactical sales plans that provide for the profitable growth of respective segments and… more
- TD Bank (Flourtown, PA)
- …service model/experience for TD Wealth clients + Meets quarterly and annual sales goals + Deepens wallet share by anticipating client needs and suggesting ... community initiatives **Education & Experience:** + Bachelor's degree strongly preferred + 2+ years of providing advice, planning and...+ 2+ years of providing advice, planning and investment sales + SIE, Series 7, Series 63 required +… more
- Neuberger Berman (PA)
- …UBS, and Raymond James. The goal of the Advisor Consultant is to increase sales and revenue of Neuberger Berman mutual funds, SMAs, ETFs, and alternative investment ... + Lead and develop the Philadelphia territory targeting wirehouses and broker dealers by actively developing relationships with advisors to promote business… more
- Highmark Health (Harrisburg, PA)
- …claims and electronic data interchange and electronic funds transfer. Collaborate with sales and customer service to respond to client/ broker /member inquiries ... matter expert with recommendations and data supporting development of network and sales strategy and support of leasing contract negotiation. Develop and maintain… more
- PNC (Pittsburgh, PA)
- …Markets and or Broker Dealer experience * FINRA regulatory licenses are preferred or willingness to obtain * 3+ years of industry experience In addition to ... an ongoing basis - Designing and implementing compliance monitoring activities over sales and trading practices. - Leading the communication and socialization of… more
- CVS Health (Harrisburg, PA)
- …and Life Insurance License - Travel required 25% within the market ** Preferred Qualifications** - Existing broker relationships - Consultative experience - ... The Account Executive will perform the following: - Meets assigned sales , retention and profitability objectives and seeks opportunities for profitable growth.… more
- CVS Health (Harrisburg, PA)
- …Senior Manager will drive cross-functional collaboration with digital, IT, sales , sales enablement, marketing, underwriting, actuarial, finance, operations, ... and ROI. + Participates in and/or conducts focus group sessions, broker briefings or one-on-one meetings with consultants, brokers, general agents and/or… more
- The Hartford (Wayne, PA)
- …of Strategic Relationship Management (SRM) is a key member of Hartford Fund's Sales Leadership team and responsible for developing and cultivating key home office ... engagement strategies + Lead strategic account planning and ensure alignment across sales , marketing, product, and client service teams + Promote investment product … more
- CBRE (Harrisburg, PA)
- …effectively negotiate the business terms and conditions. + Coordinate the negotiation of sales through a field broker . This includes negotiating leases and lease ... management of real estate transaction activities including new leases, renewals, sales , acquisitions and dispositions on behalf of the client. Their portfolio… more