- 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...advisory team members, the Planning Specialist, and the departmental support personnel to meet the needs of our members/clients.… 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. ... necessity for staying relevant in the marketplace. Our in-house IT development and support teams, located in Canonsburg, PA, expertly oversee and manage both our… more
- Zurich NA (Raleigh, NC)
- …with Microsoft Office Preferred Qualifications: + Bachelor's Degree + Established broker relationships. + Sales execution mindset + Creative problem-solving ... Internal marketing and production within Zurich North America in support of our cross-sell efforts + Execution of the...Establish new as well as develop existing agency and broker relationships + Working within limits and authorities on… more
- Lincoln Financial (Greensboro, NC)
- …proprietary mutual funds and separate accounts. You will also provide legal support , legal project management and guidance regarding the proprietary mutual funds, ... shareholder servicing agreements and distribution-related contracts, including those with broker -dealers, retirement plan administrators and other intermediaries. * Drafting,… more
- Guardian Life (Raleigh, NC)
- …+ Review additional materials and conduct interviews, as needed, to support risk-based testing methodologies or follow-up on potential business risk exposures. ... of state insurance laws (inclusive of NAIC). + 3-5 years of broker -dealer and registered investment advisor compliance experience, with experience at an… more
- UNUM (Raleigh, NC)
- …performance. The position delivers both virtual and in-market training and development support to core teams and the broader sales organization. Working ... training needs and crafts targeted strategies to enhance outcomes in new sales , recruiting, existing block growth, broker development, agency building, and… more
- Acosta Group (Charlotte, NC)
- …+ Bachelor's Degree or equivalent work experience. + A proven track-record in sales ; preferably with a food broker or national company. + Strong ... + Proficient in a variety of software packages used to support the sales function. + Willing to travel. **\#DiscoverYourPath** **ABOUT US** Acosta is… 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
- Guardian Life (Raleigh, NC)
- …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 Planning Consultant. We are an organization providing… more
- Equitable (Charlotte, NC)
- …providing guidance on, revisions for, and principal approval of advertising and sales material largely developed by or on behalf of individual Financial ... traditional and digital retail field-generated and corporate-created advertisements and sales /training material to offer constructive, flexible, relevant, timely, and… more