- CRC Insurance Services, Inc. (Richmond, VA)
- …assigned geography. This role will be the overarching relation with assigned broker firms while continuously growing broker headcount by effectively presenting ... our value proposition. Sales Executives develop an intimate knowledge of their broker firms and broker books of business to leverage CRC Benefits' capabilities… more
- CVS Health (Richmond, VA)
- …story assets, including the core presentation, modular content, and supporting training materials. + **Industry verticals:** Manage and maintain materials associated ... and sales enablement initiatives. **Producer Engagement** + Create materials for broker meetings such as Producer COE sessions, leadership roundtables, and other… more
- CVS Health (Richmond, VA)
- …an impact by + Supporting key internal sales and external broker /consultant relationships. + Implementing processes for the organization's Sales Enablement area, ... all segments and regions. + May deliver: + Product training and messaging to Sales; + Continuing education to...them updated on evolving capabilities. + Monitor customer and broker /consultant feedback and translate to actionable steps to advance… more
- Truist (Richmond, VA)
- …supervisory functions that are routinely associated with those of a retail broker /dealer. Actively engage field associates and serve as a dedicated resource for ... timely field responses in a coordinated manner. + Supervisory responsibility for Broker Dealer activity including Securities Trading and Annuity Principal Review and… more
- CVS Health (Richmond, VA)
- …facilitate and negotiate using tact and diplomacy. They will be involved in training , projects, and mentoring others. Works primarily on complex or high visibility ... cases, markets or underwriting methods. Additional Responsibilities are: + Identifies training issues and recommends a course of action. + Leads process improvement… more
- Acclaim Technical Services (Reston, VA)
- …company supporting a wide range of US Federal agencies. We are an Employee Stock Ownership Plan (ESOP) company, which is uncommon within our business sector. We see ... supports Annual Open Enrollment and/or Wellness initiatives. Collaborates with benefits broker + Administer FMLA leave and related disability forms, worker's… more
- Truist (Richmond, VA)
- …and managerial functions that are routinely associated with those of a retail broker /dealer. **Essential Duties and Responsibilities** + Manage a team of 4 - 10 ... Supervisors. + Provide coaching and focused training for team as needs are identified. + Perform...be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you… more
- Truist (Richmond, VA)
- …compliance, supervision and/or administration. 3. Extensive knowledge of the broker /dealer and registered investment adviser industry. 4. Excellent written, verbal ... in business, accounting, finance, banking or equivalent education and related training . **General Description of Available Benefits for Eligible Employees of Truist… more
- Truist (Richmond, VA)
- …report; Form SIS, Form SSOI, Form OBS, Form Custody for registered broker /dealers.Support the Corporate Controller and Financial Reporting team on external financial ... Bachelor's degree in Accounting or Finance, or equivalent education and related training 2. 2-3 years of relevant accounting finance experience that includes complex… more