- Truist (Raleigh, NC)
- …JOB SUMMARY Provide consultative, sales and technical support to one or more Financial Advisors, working closely with the Financial Advisors to meet the ... clients and actively sourcing prospective clients. Provides leadership to the Financial Advisor team, contributing to the short and long-term strategic planning… more
- Atria Wealth Solutions (Raleigh, NC)
- …is excited to meet new people, develop genuine relationships, and act as their personal consultant to assist them with their financial needs and goals. + An ... Through its relationship with CUSO Financial Services, L. P. (CFS) Coastal Federal Credit...employee of Coastal and a dual employee/agent of CUSO Brokerage Services, Inc. (CFS) and/or Members Trust Company (MTC).… more
- Humana (Raleigh, NC)
- …increase sales and maximize revenue. + Develop and maintain multiple benefits brokerage and consultant relationships within assigned territory. + Collaborates ... - Ancillary Products** is responsible for discovering, developing and maintaining benefits brokerage relationships that result in the ongoing sales and retention of… more