- Principal Financial Group (Lake Elmo, MN)
- **What You'll Do** The **New Business Consultant** is instrumental to the success of regional sales offices by building partnerships with our financial ... accounts, managing account openings and asset movement requests with broker -dealer, and serving as a point of contact between...financial services - and that starts with you. Our success depends on the unique experiences, backgrounds, and talents… more
- HUB International (Winter Park, FL)
- …Limited ("HUB") is the 5th largest global insurance and employee benefits broker , providing a broad array of property, casualty, risk management, life and ... North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions. **WHAT WE OFFER YOU:** At HUB we believe in… more
- PennyMac (Westlake Village, CA)
- …to the US mortgage market. At Pennymac, our people are the foundation of our success and at the heart of our dynamic work culture. Together, we work towards a ... effective management of assigned sub-tasks across:○ Risk Identification / Assessment;○ Broker Strategy;○ Policy Coverage Limits / Exclusions / Premiums;○ Annual… more
- Vanguard (Malvern, PA)
- …to treat them fairly, and to give them the best chance for investment success . Known for our strong ethical business practices and client focus, Vanguard has a ... is an employer of choice that continually invests in the growth, development, and success of its employees over the course of their Vanguard careers. To support its… more
- Atria Wealth Solutions (Fort Worth, TX)
- …credit union members full-service financial planning and investment advice. CFS is a broker /dealer and RIA with a stable, 25-year track record of serving the ... of credit unions and their members. Despite our accelerated success , we still maintain a high level of "human...(Member FINRA (http://www.finra.org/) / SIPC (http://www.sipc.org/) ) is a broker -dealer and RIA with a stable track record of… more
- Guardian Life (New York, NY)
- …groups of 2-2,000 lives with a primary focus on the under 100 lives market. Success will be determined based on the ability to attain high levels of production ... through broker development and internal relationships. This role will report...Health products. + Support the general wellbeing of the broker and client relationship for the development and growth… more
- CRC Insurance Services, Inc. (Seattle, WA)
- …or Team Leaders regarding all policies and/or key accounts. Partners with Broker to solicit, promote, sell, quote, and maintain renewals from existing agents ... business and/or renewal business to achieve production/market criteria as defined by Broker with little or no supervision. 2. Negotiate terms with the underwriters,… more
- Wells Fargo (Charlotte, NC)
- …to support CIB businesses and support teams on securities regulatory issues, broker -dealer matters and assessing the impact of regulatory changes to the business. ... Site at Wellsfargo.com/career. **In this role, you will:** + Advise on broker -dealer regulatory matters, including FINRA and SEC related requirements + Regulatory… more
- CBRE (Baton Rouge, LA)
- …of products, including land, office, retail and industrial. + Coordinate field broker selection and required resources. Facilitate client review and approval of ... initiation, requests for proposals, proposal comparison packages, letters of intent, and broker 's opinions of value. + Coordinate the negotiation of sales through a… more
- Zurich NA (Edina, MN)
- …the area's financial growth targets by keeping Zurich front of mind with the broker community. You will market and communicate the long- term development of new ... leadership team. If you have a track record of success in building and developing relationships in commercial insurance...industry from a market and underwriting perspective + Strong broker network in the region. + Strong verbal and… more