- Lincoln Financial (Houston, TX)
- …you will develop, direct, implement, and maintain a business plan to achieve sales and growth goals for your assigned external wholesale area(s) of responsibility. ... build, enhance, and direct the relationship with the brokerage sales channel in Houston, LA & MS. You will...services industry that directly aligns with the specific responsibilities preferred + FINRA Series SIE, 6, 63, L&H +… more
- Constellation (Houston, TX)
- …Relationship Management (CRM) system. This role provides advanced technical support to the sales and account management team within the POD and serves as the primary ... liaison with other functional groups for pre-deal related issues in the sales cycle. **The Sr Business Development Specialist - POD** is responsible for serving as a… more
- Nutanix (Austin, TX)
- …to help meet the set goals **What You Will Bring** + Bachelor's degree preferred (Computer Science, Sales , Marketing, Business Development) + 10+ years of ... activities such as co-sell and co-marketing opportunities, working closely with regional sales leaders and partners, marketing and all other functions across the… more
- Guardian Life (Austin, TX)
- …and design cases that fulfill the needs of prospects and clients and drive sales . + Work closely with Guardian's broker dealer (Park Avenue Securities) to ... The Business Resource Center (BRC) is Guardian's advanced sales department, and we are seeking a Advanced...+ Juris Doctor (JD) law degree required + CPA preferred + CFP/CLU/ChFC preferred + Expert knowledge… more
- Principal Financial Group (Houston, TX)
- …Consultant, you will play a critical role in partnering closely with our Sales team and top-level Broker partners to develop and implement customized ... an exceptional role for you supporting our Houston, TX sales office. At Principal Financial Group, we are committed...years related experience (group benefits and/or account management experience preferred ). + Must be able to acquire and maintain… more
- Primo Brands (Austin, TX)
- …agreements. Qualifications **Key Qualifications:** + Minimum 2+ years of in-person field sales with cold-calling experience strongly preferred in Beverage, CPG, ... annual channel plans aligned with business and customer strategies to achieve sales objectives; ensure alignment with Primo Brands and Customer business objectives.… more
- PNC (TX)
- …The Compliance Program Advisor should have the following: * Capital Markets and or Broker Dealer experience * FINRA regulatory licenses (series 24 or 53) are ... preferred for this role and/or public finance compliance experience....line - Designing and implementing compliance monitoring activities over sales and trading practices. - Leading the communication and… more
- Kestra Financial (Cypress, TX)
- …account reviews, report generation, and meeting documentation + Identify sales and asset retention opportunities, including viable alternatives when traditional ... objectives + Active engagement in client events, marketing and sales efforts on behalf of the firm; not required...Bachelor's degree in finance, accounting or a related field preferred + The ideal candidate will have 3+ years… more
- Kestra Financial (Fort Worth, TX)
- …advisor position and prepare to service clients independently * Identify sales and asset retention opportunities; including viable alternatives when traditional ... of business objectives * Active engagement in marketing and sales efforts on behalf of the firm; not required...Experience * Bachelor's degree (finance, accounting or related field preferred ) * The ideal candidate will have 3+ years… more
- Highmark Health (Austin, TX)
- …and transparency of Quote to ID card status to customers, including Groups, Sales and Support teams within the company. Responsible for resource planning, budget ... representatives concerning overdue payments, Resolution of inquiries related to broker commissions or TPA's, Creation of monthly reports detailing problematic… more