- Wells Fargo (Philadelphia, PA)
- …or a combination of the following: corporate, consumer, mortgage, investments, brokerage , or private banking Experience recommending financial services products and ... services Successfully completed FINRA Series 6 and 63 exams (or recognized FINRA equivalents) to qualify for immediate registration State Insurance license(s) 3+ years of experience in a licensed financial services position Customer service focus with… more
- Chubb (Boston, MA)
- …conditions on renewal business. Work on new business opportunities with key brokerage houses in the Mid-Atlantic Region, design and propose appropriate program ... structures and pricing for said opportunities. Maintain and develop relationships with their brokers and clients. Develop a pipeline with our major trading partners, as well as engaging other business units for cross-selling opportunities. Chubb Global… more
- Chubb (Houston, TX)
- …conditions on renewal business. Work on new business opportunities with key brokerage houses in the Houston territory, design and propose appropriate program ... structures and pricing for said opportunities. Maintain and develop relationships with their brokers and clients. Develop a pipeline with our major trading partners, as well as engaging other business units for cross-selling opportunities. Engage with National… more
- TMC Transportation (Bentonville, AR)
- …negotiation with customers and carriersMINIMUM QUALIFICATIONS/EXPERIENCE:Previous transportation brokerage /sales experience is a plusBachelor's degree or equivalent ... relevant experience.Proven successful sales experience in telephone sales, personal selling, and customer serviceProficiency with MS Office software; experience with Sales Automation, Customer Relationship Management or web based software programsAbility to… more
- Dexian - Signature Consultants (Charlotte, NC)
- …independently with minimal supervision in a structured environment2+ years of brokerage operations control or risk experienceProject management experienceDexian is a ... leading provider of staffing, IT, and workforce solutions with over 12,000 employees and 70 locations worldwide. As one of the largest IT staffing companies and the 2nd largest minority-owned staffing company in the US, Dexian was formed in 2023 through the… more
- Dexian - DISYS (Chandler, AZ)
- …possess:At least 2 years of financial services (banking, mortgage, brokerage ) or insurance industry experience.Professional communication skillsDexian is a leading ... provider of staffing, IT, and workforce solutions with over 12,000 employees and 70 locations worldwide. As one of the largest IT staffing companies and the 2nd largest minority-owned staffing company in the US, Dexian was formed in 2023 through the merger of… more
- WSFS Bank (Berwyn, PA)
- …wealth management services including investment management, financial planning, Trust and brokerage servicesCall on prospective clients, as well as medical, legal, ... tax and other professional service providers to develop new relationships, retain existing business, and promote additional services to current clientsInterview customers and prospects to develop information concerning their needs and financial condition to… more
- TradeStation (Plantation, FL)
- #WeAreTradeStationWho We Are:TradeStation is an online brokerage firm seeking to level the playing field for self-directed investors and traders, empowering them to ... claim their individual financial edge. At TradeStation, we're continuously pushing the boundaries of what's possible, encouraging out-of-the-box thinking and relentless search for innovation. What We Are Looking For:The Technical Support Representative is… more
- Creative Financial Staffing (Columbus, OH)
- …Work For This Company: Our client is a growing national leader in insurance brokerage This company has been recognized on "Best Places to Work" lists in Ohio ... Excellent benefits including medical/dental/vision insurance and 401k with match Competitive salary including bonus potential 5 weeks of PTO! Primary Responsibilities of the Technical Accounting Manager: Manage monthly bank transactions Reconcile cash, book… more
- American Honda Motor Co Inc (Torrance, CA)
- …and managing customs clearance through coordination with external Customs Brokerage firms, supporting local content reporting activities, or assisting with ... other daily tasks. Responsible for gathering and analyzing data elements and reviewing documentation prepared by others and to help develop solutions for any problems or issues.Key Accountabilities* Support department operations relative to import and export… more
