- CRC Insurance Services, Inc. (Durham, NC)
- …working from home. This role will be the overarching relation with assigned broker firms while continuously growing broker headcount by effectively presenting ... Benefits Sales Executives develop an intimate knowledge of their broker firms and broker books of business...Community: Be part of a supportive team that celebrates success together. * Benefits: Enjoy competitive compensation, health benefits,… 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 ... our value proposition. Sales Executives develop an intimate knowledge of their broker firms and broker books of business to leverage CRC Benefits' capabilities… 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
- Cushman & Wakefield (Boca Raton, FL)
- …The Brokerage Coordinator plays an integral role in supporting our broker teams. They provide superior administrative, marketing, research, and finance support ... that is critical to the overall success of the team. The role encompasses support across...teams (Operations, Marketing, Finance, etc.) on behalf of the broker team for the creation of pitch and proposal… more
- CRC Insurance Services, Inc. (Atlanta, GA)
- …around Georgia and Florida. The Solutions Advisor is responsible for managing the broker experience throughout the new build and renewal process. This role involves ... time to time. * Collaborate with all pre- and post-sale/service groups to manage broker experience as a point of contact throughout new build and renewal processes… more
- The Hartford (Wayne, PA)
- …and centers of influence in the territory + A demonstrated track record of success in the assigned broker dealer firms + Additional industry designations (ie, ... CIMA, CFA) Compensation The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to… more
- The Hartford (Wayne, PA)
- …* 3-5 years of wholesaling experience* Distribution channel experience with assigned broker dealer firms.* Track Record of success with existing relationships ... inside the territory with Financial Advisors at specified firms.* Technical proficiency of mutual funds* Must be fully licensed (Series 7, Series 63)* Individual must be sales focused and have demonstrated the ability to operate in a multitask environment and… 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
- Travel + Leisure Co. (Steamboat Springs, CO)
- …incomes (six figure income opportunity) that others dream about. Be a Dream Broker ! We provide weekly paychecks with the opportunity to earn monthly bonuses. Our ... your friends. **Training & Development** At Wyndham Destinations our success is dependent on your success and...most respected and successful training program Be a Dream Broker , experience isn't necessary the desire to create one… more
- Charles Schwab (Westlake, TX)
- …The department is split into five Enterprise Teams: Technology, Broker -Dealer/Asset Management, Bank, Corporate, and Professional Practices. All interns will ... **Internal Audit BDAM, Bank or Corporate Technology Integrated Team** + Broker -Dealer/Asset Management + The Broker -Dealer/Asset Management team provides… more