- The Hartford (Alpharetta, GA)
- …Right/ Policy Decisions/ web based vendors. (Genius knowledge a plus but not required) Broker Management & Client Relations + Serve as a critical partner to the ... commercial lines industry and market knowledge to contribute to the overall success and profitability of the Commercial organization + Routine, structured, and high… more
- The Cigna Group (Tampa, FL)
- …the manager. Accountable to proactively manage, respond and address client and broker inquiries through service plans to facilitate results attainment for the client ... managing business relationships, delivery of moderately complex client and broker requests, using independent judgment and discretion, proactive service support… more
- Charles Schwab (Westlake, TX)
- …planning across the corporation and its subsidiaries, including our bank and broker -dealers. We monitor and ensure adherence to regulatory ratios including the ... preferred. + Demonstrated detailed knowledge of finance + Deep knowledge of broker / dealer liquidity and collateral requirements + Extensive experience and… more
- HUB International (Bothell, WA)
- …and friendly work environment that strategically positions our employees for longevity and success . At HUB, we believe in investing in the future of our employees ... the technical aspects of our business + believe in integrity and building success by developing relationships with others **Here's where you come in:** The… more
- Atria Wealth Solutions (Vancouver, WA)
- …other and our members. + Community - We have a passion for contributing to the success and growth of the communities we serve. + Financial Wellness - We have a ... non-deposit investment and insurance products as registered and licensed by a third-party broker dealer under agreement with Columbia CU. + Using only the broker… more
- Paychex (Irving, TX)
- …the BeneTrac system of electronic enrollment and benefit administration tools to broker distributors and assisting them to promote and sell BeneTrac to their ... Distributors and subsequently introducing BeneTrac to their clients. + Supports Broker Distributors and sponsoring Benefit Plan Carriers with BeneTrac sales… more
- CRC Insurance Services, Inc. (Richmond, VA)
- …assigned geography. This role will be the overarching relation with assigned broker firms while continuously growing broker headcount by effectively presenting ... our value proposition. Sales Executives develop an intimate knowledge of their broker firms and broker books of business to leverage CRC Benefits' capabilities… more
- The Hartford (Frisco, TX)
- …Right/ Policy Decisions/ web based vendors. (Genius knowledge a plus but not required) Broker Management & Client Relations * Serve as a critical partner to the ... C commercial lines industry and market knowledge to contribute to the overall success and profitability of the Commercial organization * Routine, structured and high… more
- KeyBank (Brooklyn, OH)
- …in office and 3 days WFH **ABOUT THE JOB** A Lead Specialist in the Broker Trading & Revenue group is responsible for receiving phone calls from brokers and outside ... for trading mutual funds for trust clients + Post broker -initiated trades to the Global Plus custody system +...experience in trust operations preferred. + Proven experience and success in a team environment. + Ability to work… more
- Atria Wealth Solutions (King, NC)
- …their dreams? Do you believe that strong, personal relationships are critical to financial success ? Do you want to work for an organization that has its community's ... forth by the credit union, FINRA, SEC and the broker /dealer. + Accountable for meeting annual business plan and...Financial Services, LP (CFS). Member FINRA/SIPC. CFS is a broker /dealer and RIA with a stable track record of… more