- JPMorgan Chase (New York, NY)
- …financial advisors in a more user-friendly way + Partner with Client Advisor ( external wholesaler ) by being completely aligned on the objectives needed to ... skills** + Bachelor's degree required + Two years of financial service experience and/or related sales leadership experience + Series 7 and Series 63 required… more
- JPMorgan Chase (Columbus, OH)
- … advisors in a more user-friendly way. + Partner with the Client Advisor ( external wholesaler ) by being completely aligned on the objectives needed to achieve ... + Series 7, Series 63 + Self-starter with a passion for sales and the financial markets. + Proven results shown through sustainable achievement in a competitive… more
- Jackson National Life Insurance Company (Nashville, TN)
- …managing existing relationships with broker/dealer (BD) advisors to increase Jackson sales in the given territory. This is accomplished through meetings, seminars, ... Responsibilities** + Works closely with the VP, Head of Sales to develop an appropriate business plan to maximize...and expenses. + Works in conjunction with an Internal Wholesaler to identify and foster leads generated from referrals,… more
- Walgreens (Chicago, IL)
- …with the Company goals for reducing costs and meeting company financial expectations, while managing vendor relationships and new product innovation. Responsible ... guidelines. + Assures proper analysis and application of internal and external industry specific research information, to determine Company direction in designated… more
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