- CVS Health (Trenton, NJ)
- …of computer proficiency including, but not limited to, Microsoft Office package ** Preferred Qualifications** + Salesforce experience + Prior Broker industry ... *We are only able to consider candidates with prior insurance (Health - self funded ideally) sales experience at...using customized self-funded solutions. + Works through the external broker community to promote and develop the Meritain brand… more
- HUB International (Riverside, CA)
- …plays a vital role in supporting our accounting team by working directly with Insurance Carriers and Broker Partners to obtain accurate and timely documentation. ... We are proud to be one of the largest insurance brokers in the nation, advising businesses and individuals...commission processing. + **Maintain strong relationships with carrier and broker partners** , acting as a reliable point of… more
- US Foods (Centennial, CO)
- …**Full US Foods Benefits - DAY 1!** medical, dental, vision, 401K, life insurance , and much more! **Outstanding local team!** **US Foods** is one of the ... questions regarding, but not limited to product availability, delivery schedule, broker contact and line information, product information and specification, product… more
- Zurich NA (New York, NY)
- …Experience in a specialized insurance line of business or segment (Cargo) Preferred Qualifications: * CPCU *Established Broker partnerships in New York area. ... are optimistic about leading the next evolution of the insurance industry. Join us in building a brighter future...focused on profitable growth and superior service to our broker partners and customers. We are looking for someone… more
- TD Bank (Marlton, NJ)
- …Required + FINRA Series 24 Required (or FINRA Series 9/10) + State Life & Health Insurance License ( Preferred ) + FINRA Series 65/63 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 Supervision Controls… more
- US Foods (Fishers, IN)
- …on experience** + **Benefits Start Day 1!** + **Medical, dental, vision, 401K, life insurance , strong safety culture, and much more!** + **US FOODS(R) is the company ... questions regarding, but not limited to product availability, delivery schedule, broker contact and line information, product information and specification, product… more
- Kestra Financial (Raleigh, NC)
- …and record keeping adheres to compliance standards + Successfully partner with Broker Dealer for new account establishment, account maintenance, and compliance + ... direct control Education and/or Experience + Bachelor's degree in a business-related field preferred + The ideal candidate will have 2+ years of experience in the… more
- Robert Half Finance & Accounting (Dallas, TX)
- …firm. * Responsible for the monthly net capital computation of the related Broker /Dealer, and the quarterly preparation of information needed for FINRA filings. * ... Coordinate annual audit preparation with the related Broker /Dealer's independent auditor. * Develop and maintain internal controls...work on Saturdays. * A current CPA license is preferred . * A minimum of 5 years of relevant… more
- AbbVie (Chicago, IL)
- …and sales plans within assigned customers as well as to train and manage broker personnel in assigned territory. He or she will identify and implement customer ... new item and promotional business. + Manage and create partnership with existing broker network. + Serve as a resource for market growth opportunities, proposals and… more
- Charles Schwab (Indianapolis, IN)
- …+ Knowledge of FINRA Rule 2165 and related state securities legislation. Preferred Qualifications: **Note:** Candidates may not have experience in all the areas ... plus (but not required). + Experience with a securities broker -dealer is a plus (but not required). + Familiarity...benefits + Tuition reimbursement + Health, dental, and vision insurance What's in it for you: At Schwab, we're… more