- Truist (Hendersonville, TN)
- …in Business, Accounting, Finance or Banking, or equivalent education and related experience. 2. FINRA Series 7 , 66 (63 and 65 in lieu of 66) licenses. 3. ... 1. Develop and maintain a profitable level of securities and insurance sales by executing on opportunities identified self-sourced prospecting as well as through… more
- Truist (Philadelphia, PA)
- …essential functions. * Bachelor's Degree required * FINRA: Maintains proper licenses including Series 7 , 63, 65 or 66, the Securities Industry Essentials (SIE) ... an assigned region or territory * The role requires significant leadership, sales and relationship management, business development, presentation and sales … more
- Truist (Norfolk, VA)
- …in basic computer applications such as Microsoft Office products Preferred Qualifications: 1. FINRA Series 7 , 66 (or 63/65) and Life & Health Insurance licenses ... JOB SUMMARY Direct and execute all marketing and direct sales activities for a Financial Advisor team with a...co-branded with internal partners such as Wealth and Insurance. 7 . Oversee the use of contact management tools to… more
- KeyBank (Naples, FL)
- …and business development experience with proven results required **Licenses and Certifications** + FINRA Series 7 and 66 (or 63 & 65) (preferred) + Certified ... and proactive, regular contact. + Meets or exceeds assigned individual sales goals by expanding existing client relationships, closing referrals and/or capturing… more
- Truist (Tampa, FL)
- …professional experience, including 1 year of experience in the securities industry. 3. FINRA Series 7 and 66. 4. Applicable state health and life insurance ... America) **Please review the following job description:** JOB SUMMARY Provide consultative, sales and technical support to one or more Financial Advisors, working… more
- Truist (Richmond, VA)
- …Detail-oriented and able to work independently while managing multiple priorities. 6. FINRA Series 7 , 66, 24, and Life, Health and Variable insurance licenses. ... of risk mitigation actions and activities in assigned regions 7 . Point of contact for field, sales ...learn more about the specific benefits available for any non -temporary position for which you apply, based on full-time… more
- Aegon Asset Management (WA)
- …Communications, Brand, and Government and Policy Affairs. Transamerica employs nearly 7 ,000 people. It's part of Aegon, an integrated, diversified, international ... proactive phone contact. Represents the company in retention situations and new sales , including formal presentations for the purpose of maintaining, retaining, and… more
- Atria Wealth Solutions (Marion, IN)
- …Computer Skills: + Word and Excel + Computer literate Certifications & Licenses: + FINRA Series 7 , 63/65 (or 66) securities licenses (or better) + Life and ... Advisor provides expertise on products and services to members and non -members regarding planning for retirement and investment services. Services include an… more
- Citigroup (New York, NY)
- …ability to multitask, be collaborative, a team player and service oriented + Series 7 , 63 and 79 licenses **Education:** Bachelor's degree/University degree or ... of the US residential mortgage sector, with particular focus on the non -agency market including credit risk transfer deals, seasoned performing, re-performing and … more
- TD Bank (New York, NY)
- …+ Strong knowledge of MS Office Excel, Word, and PowerPoint a plus + SIE and/or Series 7 , 63 a plus. **Inclusiveness** At TD, we are committed to fostering an ... could be an ideal opportunity for you. **Responsibilities:** + Support the MBS trading/ sales desk directly + Trace Monitoring, Fed Dollar Reporting + Assisting the… more
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