- Elevance Health (Rancho Cordova, CA)
- …sales. + Supports pursuit of new business opportunities either directly with a broker /consultant or potential client, or through a team approach with field office ... decision makers. + Develops strategic business plans to address broker and/or client needs. + Conducts broker /agency...the ability to obtain within 60 days of hire. ** Preferred Capabilities, Experiences and Skills:** + Client facing experience… more
- Kestra Financial (Sewickley, PA)
- …products and pricing + Understand and leverage the resources available at the Broker Dealer to the fullest extent + Commitment to culture requires a demonstration ... tools of the industry - financial planning software, analytical tools and broker /dealer or custodian systems Education and/or Experience + Bachelor's degree in… more
- Zurich NA (New York, NY)
- …presence. Experience with National Account excess casualty and umbrella lines is preferred . This role filled at either the Executive Underwriter OR AVP, Underwriting ... the organization's appetite, balanced with sound business opportunity. + Making agent/ broker /customer and on-sight calls with a planned and well-prepared purpose. +… more
- HUB International (El Paso, TX)
- **About HUB:** HUB International is a leading global insurance broker providing a broad array of property, casualty, risk management, life and health, employee ... aspects of client service, marketing, and renewal while adhering to HUB Broker Standards + Oversees the preparation and implementation of all transactions,… more
- Atria Wealth Solutions (Marion, IN)
- …and Qualifications: Education: High School Diploma or equivalent required; bachelor's degree preferred Experience: + 2 or more years of sales experience in the ... License in long term care and P & C preferred + Clean U-4 and Background + Certified Financial...Financial Services, LP (CFS). Member FINRA/SIPC. CFS is a broker /dealer and Registered Investment Advisor with a stable track… more
- Principal Financial Group (Addison, TX)
- …new client accounts, managing account openings and asset movement requests with broker -dealer, and serving as a point of contact between financial professionals, ... investment account applications. Manage account openings and asset movement requests with broker dealer. + Utilize industry technology, such as Salesforce CRM and… more
- Zurich NA (Phoenix, AZ)
- …sound business opportunity. + Along with underwriters in areas supervised, make agents/ broker /customer and on-sight calls with a planned and well-prepared purpose. + ... with the account. + Mentor staff to develop strong broker and client networks as related to industries underwritten...of experience in the Claims or Underwriting Support area Preferred Qualifications: + Bachelors Degree + CPCU + Advanced… more
- Zurich NA (Houston, TX)
- …the organization's appetite, balanced with sound business opportunity. + Making agent/ broker /customer and on-sight calls with a planned and well-prepared purpose. + ... 120 days prior to effective date. + Developing strong broker and client networks as related to industries underwritten...of experience in the Claims or Underwriting Support area Preferred Qualifications: + Bachelor's Degree or equivalent years of… more
- Zions Bancorporation (Salt Lake City, UT)
- …the non-bank divisions of Zions Bancorporation including but not limited to Broker Dealer, Capital Markets and Public Finance groups. **Responsibilities** The MLW ... and oversee the firm's compliance programs for its FINRA-registered broker -dealer, bank broker dealer, and capital markets...+ FINRA Series 7, 79, 53, or 24 strongly preferred . + Employee will be required to obtain required… more
- Charles Schwab (Lone Tree, CO)
- …transparency and while all qualified applicants will be reviewed and considered, a preferred candidate has been identified for this role. ** We believe in the ... planning across the corporation and its subsidiaries, including our bank and broker -dealers. We monitor and ensure adherence to regulatory ratios including the… more