- M&T Bank (Syracuse, NY)
- …higher education and/or work experience, including a minimum of 9 years' experience in a sales environment FINRA Series 7 , 63, 24, 65 Licenses New York ... **Overview:** Directs sales management over a retail market; designing, marketing,...marketing, and implementing strategies to promote business and securities sales for assigned geographic region retails markets. Helps drive… more
- Comerica (Dallas, TX)
- …needs + 7 years developing and executing sales and marketing plans + Series 7 + Series 66 + State Insurance License Preferred: + CFP or CTFA, CFA, ... + A Bachelor's degree in Business, Economics, or Finance + 7 years of experience sales and client management experience in Wealth Management and a demonstrated… more
- Manulife (RI)
- …(5) years of experience as a trainer or external sales representative. + FINRA Series 6 or 7 , and 63. + Excellent oral and written communication skills. + ... continental US.** The Executive Benefits Specialist collaborates on strategy, leads sales , and assists with product development for executive life insurance… more
- Manulife (NH)
- …(5) years of experience as a trainer or external sales representative. + FINRA Series 6 or 7 , and 63. + Excellent oral and written communication skills. + ... continental US.** The Executive Benefits Specialist collaborates on strategy, leads sales , and assists with product development for executive life insurance… more
- TD Bank (Greenville, SC)
- …a production capacity (ie track record for meeting sales goals) required + Valid Series 7 , 63 + 65 or 66 + Valid and active Life & Health insurance licenses ... relationships and experience interacting with high-net worth clients + Consultative sales experience required + Proven ability to establish relationships and partner… more
- Deloitte (Minneapolis, MN)
- …2+ years of relevant lead generation or inside sales experience + Ability to obtain Series 7 and 63 licenses in 60 days, if not already licensed + CRM ... lasting impact. Are you looking to capitalize on your sales skills in a dynamic, fast paced, corporate finance...engaged in "life event" transactions. We are seeking inside sales specialists to successfully support our bankers with domestic… more
- Huntington National Bank (Columbus, OH)
- Description The Institutional Sales Support Associate plays a vital role in...obtain within 12 months of hire the FINRA SIE, Series 7 and Series 63 ... delivering exceptional service and operational support to institutional sales representatives and clients. This position will require you...1 year of Broker dealer experience + FINRA SIE, Series 7 and Series 63… more
- TD Bank (New York, NY)
- …Experience:** + Undergraduate degree in Business (Accounting or Finance) or Mathematics/Economics + Series 7 and 63 + 0-3 years of related experience **Preferred ... specific details for this role. **Job Description:** The Analyst Sales & Trading provides quality, efficient and specialized ...+ Once offered the role, Candidate must attain: SIE, Series 63, and Series 7 .… more
- Aristotle Capital Management (Newport Beach, CA)
- …specifically RIA, required. + Bachelor's degree from an accredited college or university, preferred. + Series 7 required: or the ability to obtain the Series ... and client success. We are currently seeking an Inside Sales Senior Associate to join our team. This individual...7 within 6 months of being hired. + Series 6, 63, or 66: strongly desired. + CFA,… more
- Principal Financial Group (Des Moines, IA)
- …on a sales or service team marketing products and services + FINRA Series 7 , FINRA Series 63, or equivalent registrations required immediately upon ... **What You'll Do** We're looking for a Sales Manager to join our Individual Solutions team....employment + FINRA Series 65 or 66 Licenses or ability to obtain… more