- Capital One (Mclean, VA)
- Center 2 (19050), United States of America, McLean, Virginia Commercial Broker Dealer Compliance Advisor - Senior Manager The Compliance Advisor Senior Manager will ... report directly to the Commercial Broker Dealer Chief Compliance Officer. This role will support three institutional FINRA registered broker dealers and provide… more
- Atria Wealth Solutions (Charlotte, NC)
- …with CUSO Financial Services, LP (CFS) Allegacy Federal Credit Union is seeking a Licensed Investment and Banking Advisor to join their team in the Charlotte area. ... Is a self-starter and can work well collaboratively + Sales and relationship driven + Advanced level of performance...63/65 or 66 required + Insurance licenses required: Life, Health , and Long-term Care + Bachelor's degree in economics… more
- Thrivent Financial (Dallas, TX)
- …driver of your own success, your role focuses on harnessing your natural sales ability to forge long-lasting relationships with clients by identifyi ng new growth ... a competitive base salary of $50k-$55k/year with additional monthly sales bonuses based on sales results and...Comprehensive medical, vision, and dental (we care about your health ) + 401(k) matching up to 6% & a… more
- Guardian Life (New York, NY)
- …of scaling sales planning processes, possess a broad understanding of sales incentive plans and broker compensation within the Group Insurance industry. ... and opportunities for future career progression. **You Will:** + Develop annual sales incentive plans and broker compensation programs in partnership with… more
- CRC Insurance Services, Inc. (White Plains, NY)
- …the following job description:** This role will market and generate sales of insurance products through existing agents/brokers and by developing relationships ... extensive experience in small group benefits, preferably with a broker background. Skills required to be successful in this...remote position; however, to be considered candidates must be licensed and currently live in the greater New York/New… more
- Foresters Financial Services (Dublin, OH)
- Sales Support Associate Sales Dublin, Ohio...support is dictated by whether the incumbent is FINRA licensed . + As directed by the representative, based on ... What we need: This role supports the Registered Financial Services Sales Representative's business with day-to-day administrative assistance while enhancing the… more
- Guardian Life (Holmdel, NJ)
- …financial sales plan. Lead a team responsible for the build-up the sales plan by product, group size, broker segmentation and regional markets. This ... internal and intermediary compensation design through data analysis and scenario modeling on sales representative and broker compensation design. + Lead a team… more
- EssilorLuxottica (Mason, OH)
- …DUTIES AND RESPONSIBILITIES** + Executes quote requests, follow up and facilitating sales process to exceed broker expectations. + Leverages internal departments ... to facilitate sales process. + Educates broker constituent through primarily telephonic efforts. + Manages ...industry + Knowledge of and/or Brokerage industry experience + Licensed Life/ Health insurance + Demonstrates sense of… more
- Atria Wealth Solutions (Williston, VT)
- …of paperwork, coordination of business development activities, and contribution to sales if appropriately licensed . Job duties and responsibilities may ... CUSO Financial Services, LP. (CFS) is seeking an Investment Sales Assistant to support one of our Financial Advisors...63 FINRA licenses a plus + Vermont Life and Health Insurance Licenses a plus CFS (Member FINRA/SIPC) is… more
- Guardian Life (New York, NY)
- In this role, **Head of Sales Insights and Strategic Partner Support,** you will support Group Benefits Distribution team by playing a crucial role in areas such as ... publishing and maintaining KPI dashboards; routinely analyzing and synthesizing for the sales leadership team with recommended actions. + Bring innovative ways to… more
- Atria Wealth Solutions (Los Angeles, CA)
- …and coordination of business development activities, as well as contribution to sales if appropriately licensed . Job duties and responsibilities may include: ... (CFS) Los Angeles Federal Credit Union is seeking a Sales Assistant to join the team in the Los...and 63/65 or 66 FINRA licenses + Life and Health Insurance Licensed + College degree Salary… more
- Access Dubuque (Dubuque, IA)
- …+ Key ingredients for a successful candidate would include; expertise in the sales and administration of self-funded, ERISA-based health plans, and an ... TPA Insurance Sales Executive (Fully Remote) **Cottingham & Butler/ SISCO**...Reference-based Pricing. It's hard enough for someone in the health insurance industry to keep up with all of… more
- CVS Health (Los Angeles, CA)
- Bring your heart to CVS Health . Every one of us at CVS Health shares a single, clear purpose: Bringing our heart to every moment of your health . This purpose ... guides our commitment to deliver enhanced human-centric health care for a rapidly changing world. Anchored in...care more personal, convenient and affordable. Position Summary The Sales Support, Existing Business - Enroller position will conduct… more
- UNUM (Columbus, OH)
- …in sales and the ability to close a case and coach to the entire sales process. + Licensed to solicit insurance or the ability to obtain insurance license in ... beyond enable us to provide unmatched customer service. With more than 10,000 sales representatives and more than 1,000 home office professionals, we're here to help… more
- Guardian Life (Plano, TX)
- …maintenance and administrative support to staff within a region. Work closely with Sales and Sales Support teams to ensure accurate files are maintained, ... meetings. + Maintain system records for accuracy. + Manage Broker Firm and Producer changes as they relate to...and facility. + Using data and analytics to support sales activities and performance tracking. + Communicate occasionally with… more
- HUB International (Greensboro, NC)
- …work in a fast paced environment + Post-secondary degree or diploma + Licensed by appropriate regulatory bodies Department Sales Required Experience: 2-5 years ... Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health , employee benefits,… more
- Greenbacker Capital (New York, NY)
- …optimally. This role will be a registered representative through our Managing Broker Dealer partner. The Internal Sales Representative will be responsible ... continued development. Our firm is searching for an Internal Sales Representative with experience in the financial services sector,...Skills in Microsoft Office Suite and Salesforce. + Securities licensed required (Series 7 & 63, etc.) + Knowledge… more
- HUB International (Chicago, IL)
- …diverse audiences. + Licensed in commercial property & casualty or life health preferred + Strong analytical skills, with the ability to interpret data and ... As the Sales Academy Lead, you will play a pivotal...International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health… more
- UNUM (Des Plaines, IL)
- …beyond enable us to provide unmatched customer service. With more than 10,000 sales representatives and more than 1,000 home office professionals, we're here to help ... most challenging times. **General Summary:** General Summary The Territory Sales Manager is expected to grow sales ...include voluntary benefits experience + College degree preferred + Licensed to solicit insurance or the ability to obtain… more
- Lincoln Financial Group (Radnor, PA)
- …be responsible for supporting the Small Market Retirement Plan Services (RPS) Internal/External sales teams while getting licensed and being trained on the ... Wholesalers for client prospecting using Judy Diamond/Brightscope + Fields inbound broker / dealer calls and answers questions on retirement products + Generates… more