- Wells Fargo (Bloomington, MN)
- …this role you will:** + Assist Profit Formula (PF) Financial Advisor(s) with sales , service, and operational related activities such as providing service to clients ... for entry-level Client Associates **Required Qualifications:** + 4+ years of Brokerage and Client Services experience, or equivalent demonstrated through one or… more
- Commerce Bank (Kansas City, MO)
- …nearly 30 advisors across five states, who collectively serve $4.4 billion in brokerage and advisory assets through its collaboration with Commerce Bank and Commerce ... application issues between internal customers and external vendors + Partner with CFA Sales & Support managers on new hire onboarding and/or training on brokerage… more
- AIG (Philadelphia, PA)
- …to other team members. This role includes constant interaction with our brokerage community ensuring our renewals are being serviced properly and out soliciting ... & EXPERIENCE: + Minimum 7+ years of Commercial Insurance Company, Agency or Brokerage experience. + Bachelor's degree from a four-year college or university. +… more
- Wells Fargo (Clifton, NJ)
- …. **In this role, you will:** + Assist Financial Advisor(s) with sales , service and operational related activities such as providing service to clients ... forwarding to management for review **Required Qualifications:** + 2+ years of Brokerage and Client Services experience, or equivalent demonstrated through one or a… more
- Medtronic (Fridley, MN)
- …Health Canada, and Participating Government Agencies). Collaborates with 3rd party Brokerage companies, to establish and maintain shared systems, processes and ... maintain reports around department KPIs + Create and maintain reports around brokerage KPIs + Support cross-functional projects around duty spend and duty payment,… more
- Wells Fargo (Charlotte, NC)
- …. **In this role you will:** + Assist Financial Advisor(s) with sales , service and operational related activities such as providing service to clients ... forwarding to management for review **Required Qualifications:** + 2+ years of Brokerage and Client Services experience, or equivalent demonstrated through one or a… more
- USG Insurance Services, Inc. (Arlington, TX)
- …oversee and manage both our proprietary and third-party systems, ensuring our sales operations stay at the forefront of technological advancement. Embark on your ... team-oriented attitude while performing job duties. + Invoicing and typing Brokerage Endorsements. + Provide the technical and administrative assistance required to… more
- First Horizon Bank (Naples, FL)
- …COIs. * Surround your clients with our team, including Financial Planning, Brokerage , Trust, Insurance, and the Family Office as appropriate. * Conduct client ... & Health. Other financial certifications strongly encouraged. * Excellent consultative sales skills, with demonstrated business development track record. * Strong… more
- Jackson National Life Insurance Company (Lansing, MI)
- …procedures, and controls to assist in the oversight of the firm's product sales across all business channels. + Reviews and processes documentation related to ... outside business activities, outside brokerage accounts, and non- brokerage transactions; filing with regulators as required. + Executes registration and… more
- Sands Investment Group (Charlotte, NC)
- …into the business to invest in real estate; SIG offers opportunities for the brokerage team to do exactly that The tools needed to effectively build their business ... SIG Sands Investment Group is a commercial real estate brokerage firm that specializes in the buying and selling...that specializes in the buying and selling of Investment Sales properties for private investors and institutions across the… more