- CRC Insurance Services, Inc. (Franklin, TN)
- …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
- Citigroup (Jacksonville, FL)
- …surveillance issues, performing transaction surveillance, providing compliance/supervisory guidance to sales & trading teams, and maintaining and enhancing the ... and standards. + **Key Activities:** + Review and approval of brokerage and capital markets activities, including business affiliations, personal trading and… more
- JPMorgan Chase (New York, NY)
- …and manage counterparty credit exposure associated with client trading, clearing, prime brokerage and custody activity. Our team is responsible for extending credit ... agreements and associated credit terms (eg ISDA) + Partner with colleagues from Sales & Trading, Coverage, Market Risk, Transition Management, and Legal + Understand… more
- World Insurance Associates, LLC. (Syosset, NY)
- …in the health insurance industry at an insurance carrier or insurance/employee benefits brokerage + Excellent communication and customer service skills as well as ... sales negotiation skills. + Life & Health License (preferred) + Must be proficient with MS Office: Word, Excel, and PowerPoint + Self-motivated and driven. Maintain a… more
- City National Bank (Beverly Hills, CA)
- …clients. * Keep abreast of legislative and tax changes. * Participate in the sales process to grow revenue by calling on prospective clients in conjunction with the ... planning or related experience * Minimum 8 years of experience within Banking, Brokerage , or Insurance culture * CFP - Certified Financial Planner credential or the… more
- Applied Materials (Gloucester, MA)
- …Day Job + Location Based: Austin + Travelling 10% based on project requirements Customs brokerage falls under trade ops. This person will work with the trade ops FTZ ... such as participation in a bonus and a stock award program, as applicable. For all sales roles, the posted salary range is the Target Total Cash (TTC) range for the… more
- UMB Bank (Rust, MI)
- …service leading to referrals for new business, upgrades in account status, direct sales and referrals for other bank products and services. + Ensures compliance with ... knowledge of Trust and Bank products and services (ie, investments, insurance, brokerage , private banking, retirement planning). + You have 10 or more years'… more
- First Horizon Bank (Winston Salem, NC)
- …Posting** **Summary:** Key role in supporting the Virtual Business Banking clients and sales team. Serve as primary contact for office and general banking needs ... private banking, consumer, small business, wealth and trust management, retail brokerage , capital markets, fixed income, and mortgage banking services. First Horizon… more
- CBRE (New York, NY)
- …for a defined portfolio of commercial properties. This position is part of the Brokerage job family. Brokers are responsible for the buying, selling, and leasing of ... wide variety of commercial real estate products. + Coordinate the negotiation of sales , leases and amendments through a field broker. Track lease expirations and… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Bank Private Client Banking division enables its affiliates to go beyond traditional brokerage services by offering clients not only investment products, but also a ... intern will focus on dashboard reporting and analysis for all lending products, sales , and management within Private Client Banking. The ideal candidate is excited… more