• Commercial Broker Dealer Compliance Advisor…

    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 serve as the Deputy Commercial Broker Dealer Compliance Officer… more
    Capital One (02/22/24)
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  • Licensed Investment and Banking Advisor

    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
    Atria Wealth Solutions (03/27/24)
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  • Licensed Financial Advisor, Remote…

    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
    Thrivent Financial (03/14/24)
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  • Sales Support Associate

    Foresters Financial Services (Silver Spring, MD)
    Sales Support Associate Sales Silver Spring...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
    Foresters Financial Services (01/17/24)
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  • BenefitMall - Sales Executive, Small Group…

    CRC Insurance Services, Inc. (Newark, NJ)
    …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
    CRC Insurance Services, Inc. (03/20/24)
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  • Sales Support Team Leader, Central

    Guardian Life (Chicago, IL)
    Sales Analysts. This role will work collaboratively with Market leadership, Sales Representatives, home office and broker partners to ensure optimal ... be part of a high performing Group Benefits Field Sales team?** Do you have a passion for building...will also step in and assist with customer and broker deliverables when needed. A strong Team Lead demonstrates… more
    Guardian Life (02/03/24)
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  • Sales Coordinator

    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
    EssilorLuxottica (03/07/24)
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  • Investment Sales Assistant

    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
    Atria Wealth Solutions (03/27/24)
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  • Sales Assistant

    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
    Atria Wealth Solutions (03/27/24)
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  • TPA Insurance Sales Executive (Fully…

    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
    Access Dubuque (03/02/24)
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  • Sales Performance Facilitator

    HUB International (Chicago, IL)
    …the initiative as they are working collaboratively. A seasoned pro in Commercial Lines or dual- licensed in Life & Health and Property & Casualty, with a track ... We're on a mission to revolutionize the way our sales teams connect with clients, blending cutting-edge sales...International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health more
    HUB International (02/26/24)
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  • Sales Support Associate, Group Insurance

    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
    Guardian Life (03/16/24)
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  • Commercial Lines Insurance Sales Advisor

    HUB International (Raleigh, 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
    HUB International (01/16/24)
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  • Internal Sales

    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
    Greenbacker Capital (02/28/24)
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  • Sales Training Lead

    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
    HUB International (03/20/24)
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  • Territory Sales Manager - Colonial Life…

    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
    UNUM (02/21/24)
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  • Business Development - High Net Worth Sales

    Guardian Life (Holmdel, NJ)
    …life and annuity insurance products. Park Avenue Securities is Guardian's broker -dealer and corporate Registered Investment Advisor (RIA), which offers clients an ... the Senior High Net Worth Consultant, this person will be responsible for growing sales of Park Avenue Securities High Net Worth solutions by supporting PAS advisors… more
    Guardian Life (02/22/24)
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  • Financial Advisor

    Atria Wealth Solutions (Austin, TX)
    …licenses (ie, 7 & 63, 7 & 65, or 7 & 66). + Texas Life, Accident, and Health Insurance license (or become licensed within 90 days of hire). + Must be bondable. ... union (includes branch personnel training). Provide regular feedback regarding sales practices and business development initiatives to the branch...Preferred Requirements + Licensed in Texas Life, Accident, and Health more
    Atria Wealth Solutions (03/27/24)
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  • Carolinas Insurance Trainer

    HUB International (Asheville, NC)
    …Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health , employee benefits, ... Limited ("HUB") is the 5th largest global insurance and employee benefits broker , providing a broad array of property, casualty, risk management, life and… more
    HUB International (03/26/24)
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  • Client Associate

    Atria Wealth Solutions (Allentown, PA)
    …and coordination of business development activities, as well as contribution to sales if appropriately licensed . CFS (Member FINRA (http://www.finra.org/) / SIPC ... (http://www.sipc.org/) ) is a broker -dealer and RIA with a stable, 25-year track record of serving the investment needs of credit unions and their members. We… more
    Atria Wealth Solutions (03/27/24)
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