- 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, ... RGO staff and facility. + Using data and analytics to support sales activities and performance tracking. + Communicate occasionally with external partners… more
- Guardian Life (Plano, TX)
- The Client Manager Associate , Select Market will assume overall responsibility for assisting Sales Representatives in the renewal process as well as recognizing ... to the business and always use best practices. The Client Manager Associate is directly and/or indirectly accountable for activities associated with plan retention… more
- Grant Thornton LLP (Dallas, TX)
- As the Partnership Capital Account Maintenance Tax Senior Associate , you'll spend most of your time consulting on Partnerships (IRS code 700 - 800 (especially 704), ... capital accounts, outside tax basis, inside basis adjustments, disguised sales , and IRC 751(b) hot asset sales /exchanges...qualifications: + Bachelor's degree in Accounting - CPA or licensed member of the Bar or Enrolled Agent designation… more
- Humana (Dallas, TX)
- …the assigned territory/County** **Preferred Qualifications** + Active Life and Variable Annuity Insurance license + Associate 's or Bachelors' degree + Prior ... Medicare population, looking for an opportunity to work in sales with the ability to directly impact your own...and exceeding expectations? If so, we are looking for licensed , highly motivated, and self-driven individuals to join our… more
- TIAA (Lewisville, TX)
- …including sales , learning, talent management and finance. Every TIAA associate receives the benefits they need to achieve the same financial security ... individual participants with options for retirement plans, after-tax investments, insurance products, payment flexibility, investment choices and overall retirement,… more
- KPMG (Dallas, TX)
- …renewable energy transactions such as tax equity partnerships and tax credit sales (transferability) as allowed by the Inflation Reduction Act Qualifications: + ... Master's in taxation (MST) from an accredited college/university + Licensed CPA, EA or JD/LLM, in addition to others...+ Possess an interest in developing, motivating, and training associate and senior associate level team members… more
- Edward Jones (Plano, TX)
- …three months. State insurance licenses will be required. + As an associate , you are required to complete ongoing training offered by the firm and regulatory ... there every step of the way, providing:** + Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training… more