- TIAA (Dallas, TX)
- …other goals ensuring a good client experience. In addition to their sales responsibilities, the consultant performs many of the administrative functions related to ... states. This role falls under the scope of the Broker -Dealer. All licenses must be obtained within 120 days...this process. + Develop and maintain a pipeline of sales opportunities to ensure clients complete all steps to… more
- HUB International (Des Plaines, IL)
- **_**This role is fully remote and requires an active P&C License **_** About us: VIU by HUB, we are a team of entrepreneurs. We believe in empowering our clients, ... Are driven by competition. + Enjoy participating in competitive Sales incentive contests held throughout the year. + Want...+ Want to work for the #1 Personal Lines Broker in the US. + Are seeking a progressive… more
- Vertafore (CA)
- …not limited to the following: * Build a strong presence in the insurance broker community in the designated territory. * Increase the number of Vertafore customers ... existing clients and/or identify areas of improvement to meet sales quotas * Forecast and track key account metrics...job include close vision (working on a computer, etc.). * Frequent sitting and/or standing. * A valid Driver's License… 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. ... and conduct customer negotiations with other underwriting areas and sales for assigned book of business and prospects +...5 years of related insurance experience + Certification and/or License - Appropriate license or obtain within… more
- HUB International (Wilmington, MA)
- …HUB International, you become part of the largest privately owned global insurance broker , providing a broad array of property, casualty, risk management, life and ... the Producer and Client Relationship Analyst with client relations and service, sales , and administrative activities of new and existing group benefit accounts.… more
- Hold Brothers (New York, NY)
- About the Job: Hold Brother's Capital is a self-clearing broker -dealer with a specialization in proprietary trading in US equities markets, headquartered in New York ... organization, you will play a crucial role in driving sales growth and contributing to the achievement of our...Have or be willing to obtain the Series 7 license . Benefits + Health Care Plan (Medical, Dental &… more
- CBRE (Chicago, IL)
- …02-Sep-2025 Service line Advisory Segment Role type Full-time Areas of Interest Sales Support Location(s) Chicago - Illinois - United States of America **About ... commission payments + Coordinate schedules and appointments for the broker team + Attend team meetings to record meeting...+ Help the business with special projects that support sales functions and strategic goals. Projects include revenue and… more
- CVS Health (Providence, RI)
- …financial decision recommendations and presents them to management. Supports New Business Sales team with finalist meetings for new business. . Assesses the ... competitive environment and develops sales strategies to capitalize on market opportunities and drive...level experience in Self-Funding, in addition to working with client/ broker on their Health Plan strategy, interpreting and delivering… more
- PNC (IL)
- …Compliance Program Advisor should have the following: * Capital Markets and or Broker Dealer experience * FINRA regulatory licenses (series 24 or 53) are preferred ... business line - Designing and implementing compliance monitoring activities over sales and trading practices. - Leading the communication and socialization of… more