- AON (Chicago, IL)
- Surety Account Executive/ Broker II - Chicago, IL or New York, NY Are you passionate about construction and want to join a dynamic cultured, growing division of Aon? ... Aon is seeking a Surety Account Executive/ Broker II which is a growing team here at...in understandable written and/or oral directives for underwriting or training purposes. + Demonstrates strong communication and social skills… more
- Aflac (FL)
- …in the CRM system (BCLM). + Responsible for maintaining the Certified Broker Representative program, ensuring completion of training and verifying certification. ... Broker Development Consultant The Company: Aflac Columbus The...expectations. + Conducts and participates in best practice and training calls, to ensure expectations are being delivered. +… more
- Charles Schwab (Lone Tree, CO)
- …efficiency of governance processes, risk management, and internal controls. The Broker -Dealer/Asset Management enterprise team is seeking a Senior Auditor (Senior ... Specialist). The Broker -Dealer/Asset Management team provides internal audit coverage of the...(iv) asset management functions; (v) corporate client services, including stock plan services, retirement plan services, and compliance and… more
- AON (Philadelphia, PA)
- Associate Broker , Financial Services Group This is a hybrid role with the flexibility to work both virtually and from our Philadelphia, PA office. Aon is in the ... of insurance solutions. + May facilitate and/or participate in client/ broker strategy meetings. + May send requests for quotations...license within 60 days of hire (Aon pays for training material and license). + Proficiency in Microsoft Office… more
- AON (New York, NY)
- Aon is looking for a Broker , Professional Services Looking to assist the team with the delivery of services and liaising with clients in the day-to-day management of ... clients succeed. How this opportunity is different As a Broker , you will work alongside our Account Executives in...the activities and communications of the team. + Attend training sessions, presentations, and meetings that will assist with… more
- SMBC (New York, NY)
- …in Japan. SMFG's shares trade on the Tokyo, Nagoya, and New York (NYSE: SMFG) stock exchanges. In the Americas, SMBC Group has a presence in the US, Canada, Mexico, ... committees such as the New Product, Underwriting, Risk Management, Compliance, and Training committees. The individual will work as a partner with the compliance… more
- CRC Insurance Services, Inc. (Newark, NJ)
- …trust, offer additional training if needed, and build a relationship with broker . * Enhance sales for assigned markets and improve current strategy of the ... to be considered. The Technology Solutions Advisor is responsible for managing the broker experience throughout the new build and renewal process. This role involves… more
- SMBC (New York, NY)
- …for providing regulatory and compliance advice to business units, identify and provide training and conduct monitoring of the broker dealers public side sales ... on the Tokyo, Nagoya, and New York (NYSE: SMFG) stock exchanges. In the Americas, SMBC Group has a...and is responsible for overseeing the management of the broker dealer's compliance risk, and is represented by the… more
- CRC Insurance Services, Inc. (Clearwater, FL)
- …working from home. This role will be the overarching relation with assigned broker firms while continuously growing broker headcount by effectively presenting ... Benefits Sales Executives develop an intimate knowledge of their broker firms and broker books of business...to grow their clients' business by: + Educating and training agents on carrier administrative procedures, product availability, and… more
- Aegon Asset Management (Cedar Rapids, IA)
- …This candidate will support TFA's compliance program covering both the broker -dealer and investment advisor. The ideal candidate should have experience creating ... and performing testing related to the broker -dealer's annual 3120 testing/reporting and to the registered investment...Assist team members with research, assigned tasks, and provide training as needed. + Complete ad hoc tasks as… more