- Lincoln Financial (Salem, OR)
- …#:** 75297 **The Role at a Glance** We are excited to bring on a ** Broker Relationship Management Consultant ** to join our Workplace Solutions ... with coaching and development to perform in this fast-paced environment. As a Broker Relationship Management Consultant , you will be responsible for… more
- Jackson National Life Insurance Company (Nashville, TN)
- …and apply through Jobs Hub._** **Job Purpose** **The Advisory Integration Consultant will partner with Jackson distribution personnel and Registered Investment ... Advisor (RIA) and Broker /Dealer representative partners to provide field and virtual training...using and promoting Jackson's products. Additionally, the Advisory Integration Consultant will provide training that will strengthen and enhance… more
- HUB International (Philadelphia, PA)
- … to the client. The Sales Executive has primary responsibility for client relationship management and initiating new sales. The BC has primary responsibility ... client, acting as the de facto technical expert and broker - consultant . In some instances no Sales Executive...and the BC also is primarily responsible for client relationship management . + Ensure Sales Executives, when… more
- Principal Financial Group (Lake Oswego, OR)
- **What You'll Do** The **New Business Consultant ** is instrumental to the success of regional sales offices by building partnerships with our financial ... new client accounts, managing account openings and asset movement requests with broker -dealer, and serving as a point of contact between financial professionals,… more
- Neuberger Berman (TX)
- **Summary** The Advisor Consultant is responsible for creating new relationships and managing existing ones with Financial Advisors at Merrill Lynch, Morgan Stanley, ... UBS, Wells Fargo, Raymond James, Ameriprise, and LPL. The goal of the Advisor Consultant is to increase sales and revenue of Neuberger Berman mutual funds, SMAs,… more
- Aegon Asset Management (Denver, CO)
- …Responsible for achieving an annual plan and asset sales goal. Responsible for the relationship management of assigned advisors, TPAs and plans to ensure ongoing ... offerings, internal product changes, and changes to the way broker -dealer partners want to do business with Transamerica. +...+ Experience with group retirement plans + Sales or relationship management experience + Industry designations (such… more
- HUB International (Nashville, TN)
- …Limited ("HUB") is one of the largest global insurance and employee benefits broker , providing a broad array of property, casualty, risk management , life ... and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in...and involvement through HUB Gives **SUMMARY:** The Employee Benefits Consultant interfaces with a group of clients (a book… more
- Lincoln Financial (Montpelier, VT)
- …experience in lieu of Bachelor's). + 3 - 5+ Years of experience in relationship management that directly aligns with the specific responsibilities for this ... consultative with internal/external stakeholders of all levels. + Demonstrated strong relationship management skills; proven ability to develop collaborative… more
- Covr Financial Technologies (Hartford, CT)
- VP, Regional Insurance Consultant REPORTS TO: Chief Revenue Office DEPARTMENT: Sales, National Sales Team FLSA STATUS: Exempt WORK SCHEDULE: M-F, hours subject to ... plus uncapped monthly incentive bonus INTERNAL JOB TITLE REFERENCE: Insurance Sales Consultant (ISC) LOCATION: This position is located in our Hartford, CT office/… more
- Covr Financial Technologies (San Francisco, CA)
- CA - VP, Regional Insurance Consultant REPORTS TO: Chief Revenue Officer DEPARTMENT: Sales, National Sales Team FLSA STATUS: Exempt WORK SCHEDULE: M-F, hours subject ... uncapped monthly incentive bonus INTERNAL JOB TITLE REFERENCE: VP, Regional Insurance Consultant LOCATION: This position is located remotely in CA COMPANY OVERVIEW:… more
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