- First Horizon Bank (Morganton, NC)
- …within the banking center. You'll process transactions, handle accounts, and seek sales opportunities. You will be trained to educate clients on our products, ... private banking, consumer, small business, wealth and trust management, retail brokerage , capital markets, fixed income, and mortgage banking services. First Horizon… more
- Pilot Company (Houston, TX)
- …and transportation, technology and digital innovation, construction, maintenance, human resources, finance, sales and marketing. Founded in 1958 by Jim A. Haslam II ... our financial operations by assisting with daily, weekly, and monthly settlements for Brokerage and Terminals at our Houston energy office at Greenway Plaza. In this… more
- Citigroup (Paramus, NJ)
- …with new clients with the goal of bringing in new bank and brokerage assets + Deepen relationships with existing clients in Citi Personal Wealth Management ... serving in a financial advisory capacity + Experience in a proactive, successful sales and service role in the financial services industry + Strong analytical and… more
- Wells Fargo (Farmington, UT)
- …or a combination of the following: corporate, consumer, mortgage, investments, brokerage , or private banking * Experience recommending financial services products ... work a schedule that may include most Saturdays * Adherence to Wells Fargo sales practices risk management culture * Current registration for FINRA Series 6 and… more
- CRC Insurance Services, Inc. (New York, NY)
- …from time to time. 1. Respond promptly to all requests from brokerage team, underwriters or retailers regarding account servicing issues. 2. Interact regularly ... as needed. 16. Maintain current knowledge of the insurance industry and sales ideas through regular attendance of workshops, seminars, literature reviews and/or… more
- Quality Technology Services, LLC (Ashburn, VA)
- …in data center real estate, relationships within the datacenter real estate brokerage community and related vendors/service providers, and the ability to negotiate ... + Five or more years of work experience in the Data Center Industry sales / business development (Cloud, Colocation, Telcom or Network) + Working knowledge of the… more
- Shell (Houston, TX)
- …trading, including but not limited to, ISDA agreements, CSA & VMCSA, Brokerage Agreements, Master and long form agreements preferred + Knowledge of regulations ... our customers through our 13,000 branded retail stations, and we are number 1 in gasoline sales . We also own the #1 brand of motor oil in the US - Pennzoil(R) -… more
- Insight Global (Port Charlotte, FL)
- …financial planning - Build and manage a book of business across advisory, brokerage , and insurance - Deliver excellent member service and identify opportunities for ... results - Monitor financial plans and adjust as needed - Track pipeline and sales activities to meet revenue goals - Stay current on market trends, regulations, and… more
- TIAA (Dallas, TX)
- …include the following demonstrated skills and traits:** **Industry Knowledge** + Brokerage securities knowledge (ie, cost basis, stock splits, etc.) + Understand ... to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). **Company Overview**… more
- World Insurance Associates, LLC. (Los Angeles, CA)
- …businesses that meet World's deal criteria in the Insurance Retail, Specialty Brokerage , and Financial Services sector. + Develop a thorough understanding of ... Development, preferred. + Experience in origination, deal sourcing, inside sales , business development, or pipeline generation, preferred. + Strong interpersonal… more