- Atria Wealth Solutions (Vancouver, WA)
- …non-deposit investment and insurance products as registered and licensed by a third-party broker dealer under agreement with Columbia CU. + Using only the broker ... industry. + Maintain continuing education and legal requirements of FINRA, State Insurance, broker dealer and Columbia CU. + Build rapport and educate Columbia CU… more
- Atria Wealth Solutions (King, NC)
- …rules and regulations set forth by the credit union, FINRA, SEC and the broker /dealer. + Accountable for meeting annual business plan and production goals. + Provide ... registered through CUSO Financial Services, LP (CFS). Member FINRA/SIPC. CFS is a broker /dealer and RIA with a stable track record of serving the investment needs… 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 ... teams (Operations, Marketing, Finance, etc.) on behalf of the broker team for the creation of pitch and proposal...Management . Prepares draft deal-related documents and provides to broker team for review, approval, and delivery. . Organizes… more
- The Cigna Group (San Francisco, CA)
- …and existing distribution channels through segment expansion, capability development, broker engagement and successful execution of sales and retention strategies. ... with a variety of high-value external partners at the broker and client level, ensuring high levels of customer...and customer service; maintains strong external relationships with key broker and consulting firms in addition to key client… more
- ManpowerGroup (Land O' Lakes, FL)
- …role seeks new leads by continually contacting prospective buyers, referrals, brokers and other prospects. **ESSENTIAL DUTIES AND RESPONSIBILITIES:** + Greets ... data driven tools to sell homes. Contacts real estate brokers and conducts presentations to draw brokers to KB communities + Hosts grand openings and community… more
- HUB International (Traverse City, MI)
- …Inbound Calls** + Receive inbound calls including transferred calls from current clients/ brokers + Place outbound follow-up calls for various reasons or documents + ... details, the company, and issues with account for the clients/ brokers . + Assist clients/ brokers with any technical issues experienced with website and escalate… more
- The Hartford (Pittsburgh, PA)
- …will underwrite and manage a book of business as well as working with brokers and clients on servicing that book, driving new business opportunities, and developing ... relationships with assigned brokers located throughout the territory that are assigned to....and maintain strong relationships with national and large regional brokers assigned to you.* Successfully execute your territorial business… more
- Corteva Agriscience (Indianapolis, IN)
- …as the primary liaison with CBP, EPA, FTZ Board, Customs Brokers , and internal departments including distribution/warehouse operations, logistics, planning leaders, ... (ITO), master schedulers, distribution/ Warehouse operations, freight forwarders and customs brokers and dray carries to ensure seamless and compliant movement of… more
- Win (Women In Need) (Brooklyn, NY)
- …to complete all housing applications. + Cultivate and develop relationships with brokers and landlords to ensure Win families have access to current information ... resources. + Maintain an active roster of real estate brokers and landlords. + Communicate with brokers and landlords to ensure that potential housing meets Win… more
- Win (Women In Need) (Staten Island, NY)
- …process. . Cultivates relationships and develops new linkages with real estate rental brokers and landlords to ensure WIN families have access to current information ... housing resources. Maintain an active roster of real estate brokers and landlords. . Liaises with brokers ...estate brokers and landlords. . Liaises with brokers and landlords to ensure that potential housing meets… more