- Highmark Health (Philadelphia, PA)
- …is on the acquisition, retention and profitability of local accounts, broker relationships and exploring new distribution channels. **ESSENTIAL RESPONSIBILITIES** + ... accounts. + Drive acquisition of ancillary business. + Manage association and broker relationships + Provide incentives for brokers to sell Highmark products. +… more
- Dunham & Associates Investment Counsel, Inc. (San Diego, CA)
- …Inc., a subsidiary of Dunham, is an independently owned, registered Broker /Dealer and Investment Adviser helping Financial Advisors and individual investors reach ... + Oversees Human Resources Director including compensation structures, employee insurance and other benefits; + Oversees the Controllership function including… more
- UNUM (Worthington, OH)
- …+ Sales experience preferred but not required + Licensed to solicit insurance in the states within assigned territory + Strategic thinker and able to quickly ... Development + Visibility in the marketplace - direct accountability for key broker /customer relationships. + Ensures staffing levels are in line with the staffing… more
- TD Bank (Greenville, SC)
- …Series 9/10) (Required or ability to obtain within scheduled time) + State Life & Health Insurance License ( Preferred ) + FINRA Series 65 or 66 ( Preferred ) + ... Client Wealth, (TDPCW), a US registered Investment Advisory Service and a US Broker Dealer and TD Wealth Management Services Inc. (TDWMSI). The Central Supervision… more
- Citigroup (Miami, FL)
- … + FINRA Series 7, 66 (63/65), 24 and 31. Series 9/10 also preferred + Knowledge of Bank and Broker -Dealer businesses, regulatory requirements and related ... issues escalated + Review and approval of designated bank-channel and broker -dealer investments + Manage surveillance alerts within stated policy guidelines +… more
- Charles Schwab (Lone Tree, CO)
- …alerts include Visa debit card transactions for both the Bank and Broker Dealer products. **Responsibilities** The Senior Specialist is responsible for reviewing ... experience with direct customer contact servicing Visa Check Card preferred . Minimum of 6 months of investigative experience in...Detailed knowledge of Schwab systems related to both the Broker Dealer and the Schwab Bank sides of the… more
- The Hartford (Naperville, IL)
- …+ 5 + years of Surety underwriting experience or similar credit oriented/ insurance lines preferred + Demonstrated success in developing and maintaining solid ... make a difference and are proud to be an insurance company that goes well beyond coverages and policies....API and Bond Sales platforms-to streamline transactions and enhance broker experience. + Operational Oversight: Prepare and manage budgets,… more
- HCA Healthcare (Brentwood, TN)
- …plans (accident, critical illness, hospital indemnity), auto and home insurance , identity theft protection, legal counseling, long-term care coverage, moving ... assistance, pet insurance and more. + Free counseling services and resources...Consumer Discounts + Retirement readiness, rollover assistance services and preferred banking partnerships + Education assistance (tuition, student loan,… more
- Truist (Richmond, VA)
- …Truist offering the position. Truist offers medical, dental, vision, life insurance , disability, accidental death and dismemberment, tax- preferred savings ... that are routinely associated with those of a retail broker /dealer. **ESSENTIAL DUTIES AND RESPONSIBILITIES** Following is a summary...in lieu of Series 66) + Life/Health and Variable Insurance Licensing + 5 or more years related retail… more
- Guardian Life (Holmdel, NJ)
- …managing top and bottom-line growth strategies, and identifying opportunities to increase broker market share and value. Success in this role will be largely ... insights and market dynamics and trends + Support the general wellbeing of broker and client relationships for the development and growth of Guardian sales and… more