- USI Holdings Corporation (Glen Allen, VA)
- …General Description: The Industry Specialized Program for Select Commercial Insurance Sales Producer -Industry Specialized role, is a comprehensive sales ... and insurance program focused on outside sales driving new business sales revenue growth of commercial business clients ($10mm and under in sales ). In… more
- Truist (Norfolk, VA)
- …in basic computer applications such as Microsoft Office products Preferred Qualifications: 1. FINRA Series 7 , 66 (or 63/65) and Life & Health Insurance licenses ... JOB SUMMARY Direct and execute all marketing and direct sales activities for a Financial Advisor team with a...co-branded with internal partners such as Wealth and Insurance. 7 . Oversee the use of contact management tools to… more
- Truist (Richmond, VA)
- …may be made to enable individuals with disabilities to perform the essential functions. + FINRA Series 7 , 24, 53, and 66 licenses ( Series 9&10 can be used ... related procedures, training and identification of potential harmful trends, sales practice patterns, conflicts of interest or issues that...in lieu of 53. Series 63&65 can be used in lieu of … more
- Truist (Richmond, VA)
- …+ Master's degree in finance or business, or equivalent education and related training. + **FINRA Series 4, 7 , 24, 53, and 66 licenses ( Series 9 &10 can ... and escalate complex matters to Team Lead, manager and/or Regional Sales Management. Review of Electronic Correspondence/Social Media Review to ensure compliance… more
- Truist (Charlottesville, VA)
- …standards specific to investments and insurance. 5. A minimum of Securities Industry Essentials (SIE), FINRA Series 7 , Series 66 or 65/63, and Series 24 ... and asset allocation objectives and policies. Monitor, maintain and update sales activity, pipeline and other pertinent information using the bank's contact… more
- Coast Guard Community Services Command (Chesapeake, VA)
- …salary and title, series and grade if experience was with a non -appropriated fund instrumentality of the Federal government. You should also include a copy of ... Date: 01/30/2025 Announcement #: 6282 Opening Date: 23 May 2025 Pay Plan/ Series /Pay Band: NF-0343-04 Closing Date: Until Filled Work Schedule: Full Time Position:… more
- Coast Guard Community Services Command (Chesapeake, VA)
- …salary and title, series and grade if experience was with a non -appropriated fund instrumentality of the Federal government. You should also include a copy of ... Expiration Date: 01/30/2025 Announcement #: 6353 Opening Date:14 July 2025 Pay Plan/ Series /Pay Band: NF-0080-04 Closing Date: Until Filled Work Schedule: Full Time… more
- Truist (Mclean, VA)
- …essential functions. * Bachelor's Degree Required * FINRA: Maintains proper licenses including Series 7 , Series 66, the Securities Industry Essentials (SIE) ... met where needed * 8 or more years of sales and client management experience in Wealth Management and...learn more about the specific benefits available for any non -temporary position for which you apply, based on full-time… more
- Navy Federal Credit Union (Winchester, VA)
- …and/or internal audits. + Perform other duties as assigned or appropriate Qualifications + FINRA Series 7 and combination of NASAA Series 63/65 or 66 ... Overview To provide financial consulting services to assist members and non -members with identifying their financial goals and objectives via telephone or video… more
- Navy Federal Credit Union (Centreville, VA)
- …to generate GDC based on defined thresholds within a specified period of time + FINRA Series 7 and combination of NASAA Series 63/65 or 66 registration ... Overview To provide financial consulting services to assist members and non -members with identifying their financial goals and objectives via telephone or video… more
