- Atria Wealth Solutions (Dublin, CA)
- …to execute and measure the plans following the credit union and the broker dealer's guidelines. Responsibilities + Develop each employee to their highest potential ... Credit Union compliance training and those mandated by the broker -dealer. + Serve as a liaison between Patelco Financial...7, 63, 65 (or 66) Securities Registrations, and Life Insurance licenses are required. + Series 24 or Series… more
- PDS Tech Commercial, Inc. (Dallas, TX)
- … (COIs) and auto ID cards + Work directly with internal teams and external insurance broker (Marsh) to ensure timely, accurate insurance documentation + ... **Protect What Matters - Join PDS Tech Commercial as an Insurance & Risk Management Specialist (Remote)** **Location:** Remote **Job Type:** Full-Time | Consultant… more
- ITW (Glenview, IL)
- …manager. **Job Requirements** + A bachelor's degree is required. A professional qualification in insurance or Risk Management is preferred . + 8+ years of ... on hours is required. + Proven experience in managing business relationships, vendors, insurance carriers and broker partners across a wide range of cultures… more
- Lincoln Financial (Greensboro, NC)
- …Locations:** Greensboro, NC (North Carolina); Hartford, CT (Connecticut) **Work Arrangement:** Hybrid Preferred : Preferred employee will work 3 days a week ... at a Glance** As the Financial Services Wholesaling Representative for the Life Insurance team, you will build and maintain business relationships with advisors who… more
- Zurich NA (Boise, ID)
- …or employment agencies. Any unsolicited resume will become the property of Zurich American Insurance . If you are a preferred vendor, please use our Recruiting ... virtual in Idaho or Utah. Invest your career with an industry you can bank on Insurance ! As the Surety Underwriter will work to analyze and underwrite a book of new… more
- Zurich NA (Dallas, TX)
- …or employment agencies. Any unsolicited resume will become the property of Zurich American Insurance . If you are a preferred vendor, please use our Recruiting ... customized training program dedicated to those new joiners outside of the insurance industry Additional responsibilities will include: + Proactively seek renewal and… more
- HUB International (Providence, RI)
- …(SPG) is the wholesale & MGA division of HUB International (5th Largest Global Broker ). SPG acts in a holding company capacity acquiring best in class underwriting ... BSMG:** Founded in 1972, Brokers' Service Marketing Group is a nationally recognized insurance brokerage firm. BSMG is a nationally recognized leader in the life … more
- Zurich NA (Washington, DC)
- …or employment agencies. Any unsolicited resume will become the property of Zurich American Insurance . If you are a preferred vendor, please use our Recruiting ... Washington DC, or Boston. We are looking for someone with established broker relationships in the Northeast and/or Mid-Atlantic regions. This is a technical… more
- Atria Wealth Solutions (King, NC)
- …assist clients in the identification, analysis and appropriate investment and insurance activity directed toward accomplishing their financial goals. Offer regularly ... information to enable clients to make prudent investment and insurance decisions. Assist in additional duties as needed. NATURE...forth by the credit union, FINRA, SEC and the broker /dealer. + Accountable for meeting annual business plan and… more
- Zurich NA (Phoenix, AZ)
- …or employment agencies. Any unsolicited resume will become the property of Zurich American Insurance . If you are a preferred vendor, please use our Recruiting ... - POP 124828 Invest your career with an industry you can bank on Insurance ! Zurich is currently looking for an AVP, Surety Underwriting Officer to work in… more