- Access Dubuque (Dubuque, IA)
- …LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) + $224 billion3 ( retail investment client assets held or managed) 1 Ranking for ... has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to...LLC** **(NMIS)** ( Investment Brokerage Services), a registered investment adviser, broker -dealer, and member of FINRA… more
- Aegon Asset Management (Denver, CO)
- Job Family Sales Support / Operations About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We ... of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them.… more
- Equitable (Charlotte, NC)
- …-dealers, banks, independent financial planners, and Equitable Advisors, the company's retail distribution organization. The sales team is responsible for ... role is dedicated to the distribution of the 1290 retail mutual fund products issued by Equitable to professional...communication capabilities + Understands the unique needs of proprietary sales force, outside broker dealers, and financial… more
- Guardian Life (New York, NY)
- …impacting Guardian's retail wealth management business, including its affiliated broker -dealer and investment adviser entities. + Assist with the Firm's ... familiarity of state insurance laws (inclusive of NAIC). + 3-5 years of broker -dealer and registered investment advisor compliance experience, experience at an… more
- BlackRock (Atlanta, GA)
- …drive sales through multiple channels, including RIAs, Wirehouses and Independent Broker Dealers. The Market Sales Partner will deliver expertise to ... BlackRock's US Wealth Advisory business manages the firm's relationships with US retail investors and financial advisors. Representing a full suite of strategies… more
- TD Bank (Springfield, MA)
- …with retail and small business banking clients + Consultative sales experience required + Ability to establish relationships and partner effectively with ... term financial goals, educate and advise prospects and clients regarding investment and insurance strategies and products, and recommend personalized/tailored … more
- San Francisco Federal Credit Union (San Francisco, CA)
- …of achieving sales goals. Minimum 3 - 5 years of investment sales experience (financial institution experience preferred). High school diploma required; ... Federal Credit Union, you'll be the trusted face of investment and insurance solutions within our branches-helping members make...of our members' lives. This is more than a sales role - it's a mission-driven opportunity to help… more
- Truist (Richmond, VA)
- …Perform supervisory functions that are routinely associated with those of a retail broker /dealer. **Essential Duties and Responsibilities** Following is a ... + Life/Health and Variable Insurance Licensing + 5 or more years related retail brokerage and/or investment advisory experience with an emphasis in… more
- Colgate-Palmolive (Rosemont, IL)
- …+ Build and nurture partnerships across direct reports, cross-functional teams, and broker retail teams-fostering a culture of trust and integrity. + ... for **Albertsons** , you will be responsible for achieving sales goals, including volume, pricing, spend, and retail...a solid understanding of the customer's GTM, division-level selling, broker team management, and P&L management. _** This is… more
- Aegon Asset Management (Cedar Rapids, IA)
- …Power . Preferred Qualifications: + Professional experience with a retail Broker -Dealer and/or Insurance/Annuity distribution organization + Product ... of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them.… more