- Lincoln Financial (Fort Wayne, IN)
- …oversees assets totaling $174B, $92B of which is Lincoln's proprietary variable insurance trust mutual funds. You will regularly interact with senior management, ... Lincoln Variable Insurance Product Trust (LVIP) Board of Trustees, and Lincoln's...unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln's standard benefits package. **About The… more
- Wells Fargo (Charlotte, NC)
- …services industry experience + Experience in branch office supervision, compliance, broker -dealer governance, sales supervision **Job Expectations:** + US only: ... supervision policies, practices, hiring, disciplinary actions and training + Monitor sales review activities, coordinate proper staff and coverage and develop and… more
- Dairy Farmers of America (East Syracuse, NY)
- …underwriting criteria, and eligibility rules to prospective and existing clients, regional sales agents, broker partners, and customer service center staff. ... completeness of information and eligibility for recovery. Submit approved claims to insurance carrier. Track claim through claim payment, intervening as necessary to… more
- Guardian Life (Bethlehem, PA)
- …background in the financial services industry in a service, operational, or sales support role + Experience with Pershing's NetX360, Wove performance reporting, and ... be detail oriented and possess excellent time management skills + Must understand broker dealer systems for account opening, asset movements, and order entry + Must… more
- Blue Cross Blue Shield of Massachusetts (Boston, MA)
- …realization. + Facilitate alignment cross-functionally; anticipate friction points and broker solutions that maintain momentum. + Deliver clear, compelling ... highly matrixed, cross-functional environment. + Experience in health care, payer, insurance consulting or other highly regulated industries is strongly preferred. +… more
- Equitable (Charlotte, NC)
- …other retirement related markets. + Possessing a general understanding of overall Broker /Dealer investment and insurance products. + Performing due diligence ... Equitable Advisors platform of third-party investment products, advisory solutions, insurance products and retirement plan business. Responsibilities of the Product… more
- UNUM (Denver, CO)
- …to discuss any issues prior to the actual renewal meeting + Partners with Sales Consultants to jointly present and/or in some instances own annual renewal, including ... outcomes + Responsible for developing a deep understanding of broker /consultant/Third Party Firm/Benefits Administration/Exchange relationships in order to provide… more
- Guardian Life (Boston, MA)
- …to enhance the client experience and operational effectiveness. + Partner with Sales leaders to identify growth markets and cross-selling opportunities. + Actively ... team on market trends as represented by customer and broker feedback. + Foster a culture of accountability, collaboration...salary, this role may also be eligible for annual, sales , or other incentive compensation. **Our Promise** At Guardian,… more
- Truist (Austin, TX)
- …advice to promote the business unit's growth and development while helping the sales organization meet its firm and regulatory obligations. Works closely with the ... actions and activities in assigned regions 7. Point of contact for field, sales managers and business partners with regard to compliance and risk initiatives. 8.… more
- Commerce Bank (Kansas City, MO)
- …The position is responsible for prospecting and developing new leads and sales opportunities as wells as following up on leads generated through various ... programs. Essential Functions + Develop strategic alliances with third party broker /dealers, administrators, correspondent banks, as well as their home offices and… more