• Regional Insurance Consultant, Life Insurance

    Covr Financial Technologies (Hartford, CT)
    …licensed with a minimum of 5+ years of life insurance sales experience + Minimum Series 6 and 63 required Knowledge and Skills: + Knowledge of numerous carriers ... parking subsidy + NEW - Summer Hours Program + Medical, Dental and Vision - 6 options to choose from for all full-time employees, 2 plans zero premium others 85%… more
    Covr Financial Technologies (04/19/24)
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  • Audit Analyst Sr

    First Horizon Bank (Memphis, TN)
    …Microsoft Office suite + TeamMate + (Preferred) **CERTIFICATES, LICENSES, REGISTRATIONS (Ex: CPA, Series 6 or 7 license, etc)** + Professional certification (CIA ... * Tuition reimbursement * Mentor program * 401(k) with 6 % match * More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits **Corporate Diversity Commitment:**… more
    First Horizon Bank (04/11/24)
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  • Preferred Relationship Manager

    Fifth Third Bank, NA (Lawrenceville, GA)
    …selling skills certification and complete ongoing educational requirements as prescribed. + Series SIE, 6 , 63 and insurance licenses required. For external ... hires, the Series 65 must be obtained within 90 calendar days of hire with a maximum of two attempts within the 90 calendar day period. + Have demonstrated ability… more
    Fifth Third Bank, NA (06/06/24)
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  • Sterling Capital Management Client Strategist,…

    Truist (Charlotte, NC)
    …may be made to enable individuals with disabilities to perform the essential functions. + **FINRA Series 7 or 6 and Series 63 required or must be obtained ... within three months from date of hire** + BS/BA degree required + 5-10 years of experience in the investment management industry, with at least three years of successful business development and relationship management experience + Knowledgeable about banking… more
    Truist (03/21/24)
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  • Private Client Relationship Manager - Laconia

    Citizens (Plymouth, NH)
    …Professional Credentials + Bachelor's degree (preferred) or 3-5 years relevant equivalent experience + Series 6 (or 7), 63 (or 66), and Life and Health Insurance ... Licenses. At least one of these licenses is required; additional licenses can be obtained within a specific timeframe upon hire + Demonstrated success in a client-centric, proactive sales environment + Experience in cultivating relationships + Success in new… more
    Citizens (06/09/24)
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  • Director of Operations

    Brokers International (Urbandale, IA)
    …-8 years related experience and or training; or equivalent combination of education and experience. + Series 6 or 7 and 65 or 66 Required + Detailed knowledge of ... Microsoft Office programs + Excellent presentation skills with the ability to clearly communicate complex, detailed and sensitive information + Ability to multitask and manage multiple projects simultaneously + Prior management, Registered Investment Advisor… more
    Brokers International (06/07/24)
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  • Advanced Care Provider Coordinator - Behavioral…

    UT Health (Houston, TX)
    …Assistants, and handles continuing education functions such as in-services and seminar series . 6 . Participates on hospital committees and task forces ... representing patient or community interests, and plans, develops, and implements a system designed to meet regulatory requirements for all Continuing Medical Education (CME) requirements. 7. Performs all record keeping and report submission required by… more
    UT Health (06/06/24)
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  • Institutional Insurance Investments Liaison

    MassMutual (Boston, MA)
    …facilitate and present at broker/client conferences as well as in one-on-one meetings. + Series 6 or 7 required. \#LI-IZ1 MassMutual is an Equal Employment ... Opportunity employer Minority/Female/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply. Note: Veterans are welcome to apply, regardless of their discharge status. If you need an accommodation to… more
    MassMutual (06/05/24)
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  • Sr. Business Development Manager, Managed Accounts

    Aegon Asset Management (PA)
    …abreast of competitor offerings. Qualifications + Bachelor's degree in a business-related field. + FINRA Series 6 & 63. + Life license. + Ten years of financial ... services industry experience, including five years in account management/business development. + Strong knowledge of annuity products. + Communication and relationship building skills to build rapport and trust with new and existing partners. + Proficiency… more
    Aegon Asset Management (06/05/24)
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  • Institutional Relationship Manager

    Ascensus (Chicago, IL)
    …marketing or client services * Experience or knowledge of retail IRA products * FINRA Series 6 or 7 and 63 licenses * Excellent cooperative leadership skills * ... Excellent interpersonal skills and a team orientation * Excellent client services experience * Moderate travel required (up to 25%) * Bilingual in Spanish is a plus * Work from home independently * Willing to work some nights and weekends * Willing to travel… more
    Ascensus (06/04/24)
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