- KeyBank (Brooklyn, OH)
- …Key Investment Services (KIS), this individual is responsible for assisting the KIS Sales Force in achieving sales goals, customer service, business growth and ... be a primary contact for clients when their licensed representative is unavailable and assist in building customer loyalty...activities including heavy trade volume requests from clients and sales force, timely and with a high degree of… more
- Air National Guard Units (Belle Chasse, LA)
- …may have been gained in work such as computer operator or assistant, computer sales representative , program analyst, or other positions that required the use or ... AS A MILITARY TECHNICIAN. THE INCUMBENT WILL BE ENTITLED TO ALL LEAVE AND INSURANCE COVERAGE AS A PERMANENT EMPLOYEE AND COVERAGE IN THE FEDERAL EMPLOYEE RETIREMENT… more
- Aegon Asset Management (Denver, CO)
- …(RVP) with a common goal of increasing company's share of mutual funds, annuity , and insurance marketplace as well as visibility of Transamerica's products ... the selling relationships. + Demonstrate excellent listening skills to better assess a representative 's needs and determine the type of sales support necessary… more
- Cornell Cooperative Extension (New Baltimore, NY)
- …the Working Conditions; the work environment characteristics described here are representative of those an employee encounters while performing the essential ... a retail setting - ability to maneuver around the sales floor, stockroom, and office, ability to operate point...eligibility, including: + Paid Time Off + NYS Health Insurance Program (including FREE Dental Insurance ) +… more
- Truist (Orlando, FL)
- …time frame required for presentation and answering of questions. 6. Maximize sales opportunities by contacting potential investment clients based on internal and ... to identify existing client, account, and product attributes that present sales potential. 7. Provide operational guidance to Financial Advisors ranging from… more
- Truist (Richmond, VA)
- …Supervisory responsibility for Broker Dealer activity including Securities Trading and Annuity Principal Review and Approval. Utilize multiple systems to ensure ... overall transaction and escalate complex matters to Team Lead and/or Divisional Sales Management. + Review of Electronic Correspondence/Social Media Review to ensure… more
- Cornell Cooperative Extension (Lockport, NY)
- …Personal leave* Paid Holidays* NYS Health Insurance Program (including Dental Insurance )* NYS Retirement (NYSERS) * Tax Deferred Annuity Plan* Long-Term ... or without accommodation. The work environment characteristics described here are representative of those an employee encounters while performing the essential… more
- Raymond James Financial, Inc. (San Antonio, TX)
- …63 & 65, or 66 as required by state. + Life, Health, and Variable Annuity Insurance Licenses. + NFA Commodities Licenserequiredif any commodities trading is done ... commitment to excellent service. Develops and implements plans to meet office sales goals. + Responsible for compliance oversight and ensuring adherence to firm… more
- Raymond James Financial, Inc. (St. Louis, MO)
- …63 & 65, or 66 as required by state. + Life, Health, and Variable Annuity Insurance Licenses. + NFA Commodities License required if any commodities trading is ... accounts. + Develops and implements plans to meet office sales goals. + Facilitates sales promotion activities...of business. + Participates in community affairs as a representative of the firm. + Performs other duties and… more
- Raymond James Financial, Inc. (Beachwood, OH)
- …63 & 65, or 66 as required by state. + Life, Health, and Variable Annuity Insurance Licenses. + NFA Commodities License required if any commodities trading is ... accounts. + Develops and implements plans to meet office sales goals. + Facilitates sales promotion activities...managed underwritings. + Participates in community affairs as a representative of the firm. + May service clients in… more
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