- Paychex (Sarasota, FL)
- …Overview Meet or exceeds set expectations as a dedicated account manager, licensed broker , and internal liaison for a specific 'book of business' that is based ... benefits from BenAdmin and insurance products. + Maintain strong relationships with sales and implementation partners to effectively transition clients from sales… more
- TD Bank (Mount Laurel, NJ)
- …FINRA required FINOP responsibilities, Marketing Principal duties, Strategy, middle-office Sales /Service Support, and Data & Analytics responsibilities. This role ... identifies TDPCW and/or TDWMSI + Leads Wealth Service & Sales Support team to drive operational excellence and Legendary...of Administration and FINOP requirements under pertinent regimes + Prior engagement with regulators (eg, FINRA, SEC, OCC) +… more
- Deloitte (Cincinnati, OH)
- …projects in a fast-paced, team environment + Lead and assist Customer and Sales Operations pursuits and practice development initiatives + Promote and participate in ... to solve complex problems and easily communicate findings + Prior implementation or support work experience with SAP GTS...attorney + Enrolled Agent + Certifications: + US Customhouse Broker 's License + CUSECO (Certified US Export Control Officer)… more
- Dairy Farmers of America (Kansas City, KS)
- …with the Sales team, Trade Marketing, Customer Service, Logistics and Broker offices to obtain needed information to ensure deductions are resolved timely + ... with our customers and brokers and cross functionally with Sales , Trade Marketing, and Customer Service to resolve open...think outside the box to resolve issues promptly. + Prior experience in Excel with working knowledge of pivot… more
- HUB International (New Orleans, LA)
- **About Us:** HUB is a global insurance and employee benefits broker , providing a broad array of property, casualty, risk management, life and health, employee ... and building meaningful client relationships + Participate in the sales process in partnership with team to build new...and financial planning **Work Experience:** + 2+ years of prior experience working in a financial planning, accounting, law… more
- Realtor (Austin, TX)
- …product, commercialization, and go-to-market (GTM) strategy for our agent and broker -facing products-the core supply side of our two-sided real estate marketplace. ... while partnering with our Product Management, Marketing, Finance, Corporate Strategy, Sales and Analytics teams to lead product commercialization strategy and GTM… more
- Shell (Houston, TX)
- …arrangements, such as framework agreements, ISDAs, Delegated Reporting agreements, Broker agreements, Service Level Agreements etc. ensuring compliance with both ... retail stations, and we are number 1 in gasoline sales . We also own the #1 brand of motor...the right to do so at any time, including prior to the advertised closing date. Before applying, you… more
- Commerce Bank (Kansas City, MO)
- …Commerce Financial Advisors (CFA) accounts which use LPL Financial as a broker -dealer & Registered Investment Advisor. The team provides exceptional customer service ... and/or data needs + Design, test, and assess data prior to producing results + Provide information for the...internal customers and external vendors + Partner with CFA Sales & Support managers on new hire onboarding and/or… more
- Lincoln Financial (Charlotte, NC)
- …actuarial exams passed *1 to 4+ years of actuarial experience *1 prior actuarial rotation *Confident, comfortable communicator with strong written and verbal ... business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln's standard benefits package. **About The Company** Lincoln… more
- Lincoln Financial (Bakersfield, CA)
- …College of Financial Planning or comparable certification(s) or designations + Prior system experience with: Excel, Salesforce, and Teams + Bilingual Spanish/English ... business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln's standard benefits package. **About The Company** Lincoln… more