- CVS Health (Springfield, IL)
- …and recurrent training requirements. * Provides leadership for all broker training , recertification, and testing through in-person and webinar-based ... must sit in Illinois.** CVS Health/Aetna is hiring a Broker Manager to support our growing Sales Organization. CVS...**401(k) plan** (including matching company contributions), and an **employee stock purchase plan** . + **No-cost programs for all… more
- CVS Health (Denver, CO)
- …and recurrent training requirements. * Provides leadership for all broker training , recertification, and testing through in-person and webinar-based ... each and every day. CVS Health/Aetna is hiring a Broker Manager to support our growing Sales Organization. CVS...**401(k) plan** (including matching company contributions), and an **employee stock purchase plan** . + **No-cost programs for all… more
- AON (Chicago, IL)
- Associate Broker , Financial Service Group This is a hybrid role with the flexibility to work both virtually and from our Chicago, IL office. Aon is in the business ... of insurance solutions. + May facilitate and/or participate in client/ broker strategy meetings. + May send requests for quotations...license within 120 days of hire (Aon pays for training material and testing). + Ability to work independently.… 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. (Livingston, NJ)
- …trust, offer additional training if needed, and build a relationship with broker . * Enhance sales for assigned markets and improve current strategy of the ... / New Jersey area. The Solutions Advisor is responsible for managing the broker experience throughout the new build and renewal process. This role involves… more
- CRC Insurance Services, Inc. (Boulder, CO)
- …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
- CRC Insurance Services, Inc. (Chesapeake, VA)
- …assigned geography. This role will be the overarching relation with assigned broker firms while continuously growing broker headcount by effectively presenting ... our value proposition. Sales Executives develop an intimate knowledge of their broker firms and broker books of business to leverage BenefitMall capabilities to… 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
- Vanguard (Malvern, PA)
- …Rule and customer reserve computations. + Working knowledge of BetaNeXT and the broker dealer stock record/ + Working knowledge of financial and operational ... and dynamic team that performs Treasury Functions consisting of moving and reconciling broker dealer cash activity. The VMC Treasury Liaison will perform the newly… more
- Atria Wealth Solutions (Sandusky, MI)
- …tax and securities consequences to clients with particular investments. + Attend training and/or complete required continuing education to keep current on investment ... program integration initiatives with the assigned bank program (includes branch personnel training ). Actively engage assigned branch staff on a regular basis as well… more
- CVS Health (Hartford, CT)
- …skill gaps and deliver targeted training of product and messaging. Deliver targeted broker training as well as ongoing education to Sales to keep team ... make an impact by:** + Maximizing key internal sales and external broker /consultant relationships + Driving processes for the organization's Sales Enablement area,… more
- AON (Hammonton, NJ)
- …and plan details are translated into both the PDD and into the Client training curriculum. + Develops the Aon Plan Design Document (PDD) for each client, applying ... testing process. + Performs the system demo with the client/ broker prior to the enrollment start date + Builds... prior to the enrollment start date + Builds Training curriculum and define training plan. Facilitates… more
- AON (Chicago, IL)
- …you have. If you have no Surety experience, we will provide all required training and mentorship to help you on your way. A less experienced Surety Analyst ... or in excess of, surety line of credit or broker authority. A few of the tasks that we'll...Surety Analyst role stands out for its flexibility, structured training , and growth potential. Whether you're new to surety… more
- Aegon Asset Management (Cedar Rapids, IA)
- …support the CCO in managing the compliance program covering TFA's retail broker -dealer and investment advisory business. The candidate will contribute to the success ... corrective action plans. + Assisting in the hiring and training of compliance staff to support TFA and WFG's...regulatory or securities compliance experience, preferably in a retail broker -dealer and investment advisory environment + At least 2… more
- AON (Charlotte, NC)
- …Educates Account Executives and Account Specialists directly and by assisting with training plans in client management, risk management, insurer interface and Aon ... or equivalent, with Risk and Insurance Management/ Business related curriculum preferred Broker License CPCU, CIC or ARM preferred How we support our colleagues… more
- Truist (Richmond, VA)
- …perform supervisory functions that are routinely associated with those of a retail broker /dealer to engage with advisors in the management of risks and controls as ... the day-to-day supervisory reviews that are performed. + Supervisory responsibility for Broker Dealer trading activity. + Provide oversight and support for open… more
- Centene Corporation (Queens, NY)
- … training , member retention activities, sales visibility and business, broker , provider, market, lead generation, vendor outreach and networking opportunities. ... provider, etc. + Develops presentations including, but not limited to, sales, broker product training , member retention meetings, new member training… more
- Teva Pharmaceuticals (North Wales, PA)
- …SOP/work instructions review, recommend and implement revisions, process improvements and conduct training with Teva US (TUSA) CTC team members and Customs broker ... resolve errors, determine root cause and corrective action and provide on-going training to internal and external stakeholders * Assist with managing our electronic… more
- Palo Alto Networks (Plano, TX)
- …Alto Networks SASE portfolio, with a focus on Cloud Access Security Broker (CASB). **Your Impact** **Product Expertise:** + Provide advanced product-level technical ... **Product Adoption:** + Lead efforts to drive product adoption, conducting in-depth training sessions, and workshops tailored to customer needs. + Assess and address… more