- JPMorgan Chase (Fort Worth, TX)
- …solutions with financial advisors from wirehouse, private bank, RIA, independent broker /dealer, and JP Morgan Chase affiliate channels. + Proactively contact ... broker -dealer firms to identify avenues for increased penetration, including...Frequent travel is required. + FINRA Series 7, 63 ** Preferred qualifications, capabilities and skills** + CFA, CAIA JPMorganChase,… more
- The Hartford (Hartford, CT)
- …employees. The role is customer facing and may require occasional travel to customer/ broker finalist and kick off meetings. * Project managing the implementation of ... Specialist is responsible for accurately gathering data and documentation directly from the broker or customer, from the point of sale through the finalization of… more
- Atria Wealth Solutions (King, NC)
- …rules and regulations set forth by the credit union, FINRA, SEC and the broker /dealer. + Accountable for meeting annual business plan and production goals. + Provide ... of revenue- generating financial sales experience. Related customer service experience preferred . SKILLS - Ability to communicate successfully and in a professional… more
- Access: Supports For Living (Howard Beach, NY)
- …and Circle of Support Team. + Review and verify member expense reports and broker billing to ensure it meets all criteria to maintain compliance with OPWDD ... and updates. + Liaison between member/Circle of Support, staff, broker , Self -Direction Liaison as well as MNY finance,...years of experience in a related field or position. Preferred Education/Experience: + Bachelor's Degree in a related field.… more
- Cushman & Wakefield (Tampa, FL)
- …The Brokerage Coordinator plays an integral role in supporting our broker teams. They provide superior administrative, marketing, research, and finance support ... teams (Operations, Marketing, Finance, etc.) on behalf of the broker team for the creation of pitch and proposal...team setting . 3-5 years real estate industry experience preferred but not required . Experience with Microsoft Office… more
- CRC Insurance Services, Inc. (Birmingham, AL)
- …assigned geography. This role will be the overarching relation with assigned broker firms while continuously growing broker headcount by effectively presenting ... proposition. Sales Executives develop an intimate knowledge of their broker firms and broker books of business...+ HS Diploma or GED equivalent required. Associates degree preferred . + **3+ years' experience in a related ancillary… more
- MetLife (Charlotte, NC)
- …segment. Focused on both pre- and post-sale activities - including RFPs, broker interactions, marketing presentations, and sales tracking - the team enables AEs ... brings advanced knowledge of their assigned AE's book of business, prospects, broker relationships, and internal processes. In collaboration with the AE, this role… more
- PNC (Cleveland, OH)
- …Markets and or Broker Dealer experience * FINRA regulatory licenses are preferred or willingness to obtain * 3+ years of industry experience In addition to ... required certifications/licensures needed to be successful in this position. ** Preferred Skills** Compliance Reporting, Customer Risk, Decision Making, Regulatory… more
- Xylem (Charlotte, NC)
- …Bachelor's degree in Business, International Business, International Trade, or related field preferred but not required. + Licensed Customs Broker , Certified ... Customs Specialist (CCS) or certifications preferred but not required. + Deep understanding of global trade regulations (EAR, ITAR, Customs, OFAC, etc.) and tariff classification procedures. + Understanding of the Commerce Control List (CCL) and ECCN… more
- HUB International (Chicago, IL)
- …& Skills** + **Must have a minimum of 7** **years total of broker commercial insurance claims handling experience.** + ** Preferred hospitality claims handling ... Aware of relevant insurance legislation and major insurance-related court decisions + Preferred prior experience in claims consultation with larger risk accounts +… more