- HUB International (Delaware, OH)
- …The Benefits Consultant (BC) will provide strategic account management and brokerage services to assigned health and welfare benefit plan (EB) clients, having ... involving leveraging individuals appropriately in service related activities to support client needs. In general, the BC will lead...Executives, if assigned on clients, serving as HUB's primary consultant to the client. The Sales Executive… more
- HUB International (Providence, RI)
- …Founded in 1972, Brokers' Service Marketing Group is a nationally recognized insurance brokerage firm. BSMG is a nationally recognized leader in the life insurance ... for the customer and for fair dealing. Our dynamic team of internal sales specialists works closely with our marketing department and cutting-edge technology to… more
- HUB International (San Diego, CA)
- **Summary:** The Financial Consultant / Underwriter identifies, reviews, evaluates and prices risk for clients and prospects based in HUB International's California ... Regions. Provides support and direction to account teams on short and...and education to clients, peers, and/or members of the sales and client service teams. + Completes peer review… more
- HUB International (Scottsdale, AZ)
- As part of our National Pharmacy Practice, the Region Pharmacy Consultant will serve as a strategic partner to our Market Leaders and their Producer and Client ... growth and increased retention. This individual will be responsible for consultative support , focusing on designated strategic size clients depending on the specific… more
- S&P Global (NY)
- …information to downstream applications. **Responsibilities and Impact:** A Senior Implementation Consultant is responsible for providing a range of services to ... Leads project handover meetings to ensure IHS Markit EDM Support and Client Management teams have a thorough understanding...client site or in hosted environment. + Partners with Sales and Client Management to identify new opportunities to… more
- Charles Schwab (Phoenix, AZ)
- …working with Schwab's mass affluent client base. Through engagement, you will support client outreach, client retention, and improve overall client satisfaction as ... a key resource in helping clients in finding financial success. As a Financial Consultant in the Financial Solutions Branch, you will advocate on behalf of your… more
- WTW (New York, NY)
- …expertise on global risk management; supporting global reach. You will support our multinational clients through various consulting and project management activities ... strategy + Providing guidance to our local benefits and brokerage teams on executing the client's strategy in a...revenue goals + Identifying, developing, and closing on strategic sales opportunities and cross-sell new products and services +… more
- HUB International (New York, NY)
- **General Purpose** Responsible for providing assistance and support to Clients, Producers and Client Relationship Managers on new and renewal accounts in accordance ... carrier negotiations. + Prepare FRP responses as directed and in conjunction with the sales team. + Review contract benefits and rates. + Perform accuracy review of… more
- Humana (Atlanta, GA)
- …- Ancillary Products** is responsible for discovering, developing and maintaining benefits brokerage relationships that result in the ongoing sales and retention ... sales and maximize revenue. + Develop and maintain multiple benefits brokerage and consultant relationships within assigned territory. + Collaborates with… more
- Humana (Sacramento, CA)
- …Sales Representative** is responsible for discovering, developing and maintaining benefits brokerage relationships that result in the ongoing sales and ... sales and maximize revenue. * Develop and maintain multiple benefits brokerage and consultant relationships within assigned territory. * Collaborates with… more
- The Cigna Group (Bloomfield, CT)
- …Brokers, including leaders within the health and welfare practices of consulting and brokerage firms, as well as the Pharmacy Practice leaders at major consulting as ... US Commercial. This position will also have accountability for New Pharmacy Sales within our National Accounts segment, with this leader responsible for partnering… more
- M&T Bank (Timonium, MD)
- …work experience, including a minimum of 6 years' investment or insurance sales experience providing investment, brokerage and/or insurance solutions, including ... deliver recommendations to ensure these needs are met. Use sales tools and modules to conduct the analysis and...suitability within defined standard procedures, regulatory requirements and in support of the best interests of each customer. +… more
- Atria Wealth Solutions (Raleigh, NC)
- …Here's what we need to see on your resume: Experience: + Five years of sales or advisory experience in the securities brokerage , advisory, or insurance fields ... Financial Advisor, you'll have the opportunity to use your sales talents and ability to build rapport as you...employee of Coastal and a dual employee/agent of CUSO Brokerage Services, Inc. (CFS) and/or Members Trust Company (MTC).… more
- HUB International (St. Paul, MN)
- …Specialist** , you will provide professional, courteous account management and brokerage services to assigned clients, having the primary responsibility for account ... protect what matters most. **Our Mission:** To protect and support the aspirations of individuals, families, and businesses. To...a Client Account Specialist:** + Serve as the primary consultant to the client working with Producers who have… more
- City National Bank (Dallas, TX)
- …**Must-Have + Bachelor's Degree or equivalent + Requires 3 to 5 years of experience in investment sales and/ or internal sales support + 3 to 5 years of ... and proposal process (Galaxy Software). Assist the Senior Investment Consultant in developing a network of potential prospects, maintain...experience in investment sales and/ or internal sales … more
- M&T Bank (Fairfax, VA)
- …Profile customers and deliver recommendations to ensure these needs are met. Use sales tools and modules to conduct the analysis and offer the best advice ... level of suitability within defined standard procedures, regulatory requirements and in support of the best interests of each customer. *Deliver a diversified set… more
- HUB International (Tulsa, OK)
- …(AM) will provide professional, courteous, and knowable account management and brokerage services to assigned clients, having the primary responsibility for account ... alongside Producers and Account Executives (aka "Client Executives / Sales ") as assigned, the AM shall be principally responsible...Manager needs to exhibit a desire and willingness to support the client and the Producer. A can do… more
- Morgan Stanley (Alpharetta, GA)
- …degree or equivalent * 1-3 years ofrelevant financial services or brokerage sales experience preferred * Securities Industry Essential (SIE)*OR*ability ... Financial Solutions Advisor; FINRA; Alpharetta, GA; helping clients; Inside sales ; Investment Consultant ; investment goals; investment objectives; investment… more
- HUB International (Sacramento, CA)
- …years of self-funded experience + Preference will be given to candidates with brokerage or insurance carrier account or sales management experience. + Problem ... to identify the possibility of wellness initiatives; pulls in the Wellness Consultant /team to develop alternatives, determine specific plans and implement + Offering… more
- Brink's (Springfield Gardens, NY)
- …internal business units including but not limited to Operations, Import/Export/Customs Brokerage , Sales , Finance and HR. Minimum Qualifications: + Minimum ... promise by offering the highest levels of service and support to our customers. We take pride in our...savvy operator who will be perceived as a trusted consultant and functional expert to senior management, an influential… more