- Jackson National Life Insurance Company (Nashville, TN)
- …with Jackson distribution personnel and Registered Investment Advisor (RIA) and Broker /Dealer representative partners to provide field and virtual training on ... Key Account Managers, Advanced Strategies, Portfolio Strategists) and our Broker /Dealer customers (Registered Representatives and their assistants) to optimize… more
- Guardian Life (Atlanta, GA)
- …Group Benefits Sales Representative who will be responsible for building and maintaining broker and plan holder relationships to drive ongoing sales and retention of ... determined based on the ability to attain high levels of production through broker development and internal relationships! This role will report to the Market Leader… more
- CBRE (Atlanta, GA)
- …save down and share external reports (Data Bank & Haddow Reports) + Broker Calendar Management + Schedule Zoom Invites and schedule all team calendar requests ... Barnsley, Sea Island, AAA + Expense submissions + General Broker Admin & Support - help with broker...the Real Estate industry. + Active state real estate license preferred. + Ability to present information to a… more
- Broadridge Financial Solutions (Denver, CO)
- …mutual fund families and clients to establish accounts with fund families, verify broker dealer information, and research commission inquires. We are made up of high ... and submit email reports to fund families once accounts are established for broker dealer verification. + Research and resolve inquiries from fund families regarding… more
- HUB International (Atlanta, GA)
- …solve problems, create a better experience, and produce results for our broker , carrier, and benefits technology partners. We pride ourselves on **encouraging ... to ensure we're providing a timely and quality deliverable to our broker partners. + Maintains all marketing opportunities in the organization's Customer… more
- Vanguard (Malvern, PA)
- …growing and evolving service offerings, Vanguard seeks a highly skilled broker -dealer compliance professional to lead strategic compliance activities related to ... and wealth management businesses. Broad knowledge and experience with broker -dealer regulations is required, while familiarity with investment adviser, investment… more
- Vylla Home (Boca Raton, FL)
- …marketing and customer relationship management tools to 24/7 training, face-to-face broker support, qualified leads and referrals and much more. Vylla's national ... roof! We offer our agents: + Up to 100% Broker Split - keep your commission and set your...will make you successful at Vylla?** + An active license + Drive and ambition to succeed as part… more
- Atria Wealth Solutions (Marion, IN)
- …7, 63/65 (or 66) securities licenses (or better) + Life and Health Insurance licenses + License in long term care and P & C preferred + Clean U-4 and Background + ... Certified Financial Planner (CFP) designation preferred + Valid driver's license , must be insurable Expectations: + Demonstrate and consistently model the Via CU… more
- HUB International (Tulsa, OK)
- …cancellation forms as required + Review and process change requests in the broker management system + Check policies and endorsements for completeness and accuracy + ... filing of communications and documents + Input/maintain data on broker management system and ancillary systems as required +...+ High school diploma or equivalent required + P&C License required or able to obtain within 120 days… more
- UPMC (Pittsburgh, PA)
- …our sales team at UPMC Health Plan! This position will have responsibility for assigned broker sales for the 51 - 499 market segment and all direct sales within ... ideal candidate will have prior sales experience in the broker community and a proven track record of sales...**Licensure, Certifications, and Clearances:** + PA Health and Accident License required within 90 days of hire. + Insurance… more