- Truist (Tampa, FL)
- …time frame required for presentation and answering of questions. 6. Maximize sales opportunities by contacting potential investment clients based on internal and ... to identify existing client, account, and product attributes that present sales potential. 7. Provide operational guidance to Financial Advisors ranging from… more
- Cornell Cooperative Extension (Batavia, NY)
- …Program (including Dental Insurance )* NYS Retirement (NYSERS)* Long-Term Disability Insurance * Employee Assistance Program (EAP)* Tax Deferred Annuity Plan* ... or without accommodation. The work environment characteristics described here are representative of those an employee encounters while performing the essential… more
- Truist (Columbia, MD)
- …time frame required for presentation and answering of questions. 4. Maximize sales opportunities by contacting potential investment clients based on internal and ... to identify existing client, account, and product attributes that present sales potential. 5. Provide operational guidance to Financial Advisors ranging from… more
- Truist (Atlanta, GA)
- …Supervisory responsibility for Broker Dealer activity including Securities Trading and Annuity Principal Review and Approval. Utilize multiple systems to ensure ... overall transaction and escalate complex matters to Team Lead and/or Divisional Sales Management. + Review of Electronic Correspondence/Social Media Review to ensure… more
- Truist (Charlotte, NC)
- …Supervisory responsibility for Broker Dealer activity including Securities Trading and Annuity Principal Review and Approval. Utilize multiple systems to ensure ... compliance related procedures, training and identification of potential harmful trends, sales practice patterns, conflicts of interest or issues that potentially… more
- Raymond James Financial, Inc. (Conshohocken, PA)
- …63 & 65, or 66 as required by state. + Life, Health, and Variable Annuity Insurance Licenses. + NFA Commodities License required if any commodities trading is ... accounts. + Develops and implements plans to meet office sales goals. + Facilitates sales promotion activities...of business. + Participates in community affairs as a representative of the firm. + Performs other duties and… more
- Raymond James Financial, Inc. (West Palm Beach, FL)
- …63 & 65, or 66 as required by state. + Life, Health, and Variable Annuity Insurance Licenses. + NFA Commodities License required if any commodities trading is ... accounts. + Develops and implements plans to meet office sales goals. + Facilitates sales promotion activities...managed underwritings. + Participates in community affairs as a representative of the firm. + May service clients in… more
- Lincoln Financial (Radnor, PA)
- …completes regulatory and job training requirements. The job demands described here are representative of those that must be met by an employee to successfully ... business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln's standard benefits package. **About The Company** Lincoln… more