- Comerica (Costa Mesa, CA)
- Job Description Registered Client Service AssociateThe Securities Senior Sales Assistant (SSA) role is a position providing operational and sales support to ... Position Responsibilities: This position holds responsibilities in 4 primary categories: Sales Support, Compliance, Customer Service, and Teamwork. Some of the… more
- Insight Global (Westlake, OH)
- …Services Associate, you'll be the go-to person for financial advisors on our insurance sales team. With 2-3 years of experience in client service, para-planning, or ... sales , you'll play an important role in case design,...What You'll Do: * Partner with advisors to create annuity case designs using the Bucket Plan Best Interest… more
- Atria Wealth Solutions (Dublin, CA)
- …coordinate the preparation of daily, monthly, and annual reports related to sales activities, income, expenses, and referrals. + Assist in preparing annual operating ... and evaluate short and long-term business plans of the Financial Advisors and Sales Assistants. + Develop training content for branch teams and vet content with… more
- Bangor Savings Bank (Portland, ME)
- …Officer is responsible for the achievement of a variety of portfolio and sales quotas derived from the overall strategic plans and financial objectives of Bangor ... Bangor Savings Bank's policies and procedures. ACCOUNTABILITIES: Customer / Annuity Management: + Maintain existing client relationships through quantified contact… more
- Principal Financial Group (Raleigh, NC)
- …**New Business Consultant** is instrumental to the success of regional sales offices by building partnerships with our financial professionals, accurately onboarding ... onboarding of new clients by accurately preparing and processing insurance, annuity , and investment account applications. Manage account openings and asset movement… more
- Raymond James Financial, Inc. (Denver, CO)
- …professional phone etiquette and effective communication. + Investigate and identify sales practice issues and irregularities. + Make rule-based and analytical ... professionally. + Work effectively with Financial Advisors as their sales supervisor, enforcing company policies and procedures as needed....can be used instead of the 24 + State Annuity and Life License for resident state. * Additional… more
- Lincoln Financial (Jackson, MS)
- …price, within a wider range of authority, at which to accept the risks posed by sales . * Works directly and independently with sales to address case issues and ... coverage level(s) & pricing. * Meets with brokers and sales teams to develop relationships, discuss target markets and...Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial… more
- Shaw Industries Inc (Dalton, GA)
- …our SIS team. This role serves as the primary point of contact for annuity clients, overseeing all aspects of account service and program execution. The Account ... subsidiary of Berkshire Hathaway, Inc. with more than $6 billion in annual sales and 18,000 associates worldwide. Responsibilities + Serve as the single point of… more
- Raymond James Financial, Inc. (Lakewood Ranch, FL)
- …The program takes a holistic approach by incorporating training for technical and sales skills to fully position new Advisors for success. In conjunction with a ... individual practice. The Trainee will balance new client development, sales activities, investment management, customer service and compliance with...start of the program. + Life, Health and Variable Annuity or the ability to obtain within six (6)… more
- Lincoln Financial (Fort Wayne, IN)
- …analysis to drive pricing decisions that meet diverse sets of profitability, risk and sales goals. **What you'll be doing** * Build & maintain pricing models in ... to ensure pricing strategies meet all profitability, risk, and sales targets * Partner with the Centralized Pricing Model...Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial… more
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