- Atria Wealth Solutions (Vancouver, WA)
- …non-deposit investment and insurance products as registered and licensed by a third-party broker dealer under agreement with Columbia CU. + Using only the broker ... industry. + Maintain continuing education and legal requirements of FINRA, State Insurance, broker dealer and Columbia CU. + Build rapport and educate Columbia CU… more
- Jackson National Life Insurance Company (Nashville, TN)
- …with Jackson distribution personnel and Registered Investment Advisor (RIA) and Broker /Dealer representative partners to provide field and virtual training on ... relay that information in an actionable fashion to JNLD internal and external sales teams. + Partners with financial technology firms to gain knowledge and insight… more
- Zurich NA (Houston, TX)
- …list of opportunities 90 to 120 days prior to effective date. + Update required systems with details of broker / client visits and account status within ... customers. In this role, you will partner with brokers and will utilize strong sales execution mindset to write profitable business. This role will be filled at… more
- CVS Health (Woonsocket, RI)
- …+ Contributed toAetna Commercial Central Region growth strategy by organizing broker /community events, supporting sales training development, and collaborating ... skills in addition to building your knowledge and understanding of the healthcare system . You will gain valuable work experience and participate in: + Projects that… more
- Lincoln Financial (Fort Wayne, IN)
- …business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln's standard benefits package. **About The Company** Lincoln ... to help put their goals in reach. Lincoln Financial Distributors, a broker -dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial… more
- Zurich NA (Washington, DC)
- …list of opportunities 90 to 120 days prior to effective date. + Update required systems with details of broker / client visits and account status within ... on developing our underwriting talent and driving and cultivating broker relationships. We are looking for a Leader that...related needs and provide solutions. + Support the organization's sales culture by being a Help Point for agents,… more
- Principal Financial Group (West Des Moines, IA)
- …**New Business Consultant** is instrumental to the success of regional sales offices by building partnerships with our financial professionals, accurately onboarding ... new client accounts, managing account openings and asset movement requests with broker -dealer, and serving as a point of contact between financial professionals,… more
- Cushman & Wakefield (Irvine, CA)
- …finance) based on the needs of the team and client Provide sales , marketing and transaction support Customer support relationship management in partnership with ... Broker (s) Support timeliness of deliverables Pitch and Proposal Coordination-...contact for client requests Perform research and track historical sales data through third party databases like Costar Create… more
- Panasonic North America (De Soto, KS)
- …protests or corrections to obtain applicable refunds of customs duties + Work with sales , PNA Legal and staff to review GSP eligibility + Develop new business ... within a factory. + Assist factories in customs compliance + Audit factories and sales companies for compliance based on US Customs requirements + Submit protests to… more
- HUB International (Waunakee, WI)
- …policies for accuracy of information in comparison with the Insurance quote and Broker Management System + Request, process and document Audits and Endorsement ... oversight, and underwriting services that make us a leading sales and service organization in the insurance industry. Through...cards + Enter Client information and policy detail into broker management system + Process mail -… more