- Brown & Brown, Inc. (Plano, TX)
- …managing and maintaining relationships with high-net-worth clients. Achieves new business sales goals and client retention goals as assigned by developing ... Casualty License is required and must be maintained. CPCU and/or Certified Insurance Counselor (CIC) Designations, a plus. Must have a valid driver's license, the… more
- Strategic Financial Group (Houston, TX)
- …Life & Health Insurance license (or willing to obtain) Expertise in Finance and Investments Experience in retirement planning strategies Proven experience in ... lead generation. Experience balancing investment management, client acquisition, and sales activities. Additional professional certifications such as Certified Financial… more
- Truist (West Palm Beach, FL)
- …and marketing new products to existing clients. Successfully participate in the sales management process, which includes, but is not limited to, the delivery ... behaviors, support of the Truist segmentation models, full use of the automated sales process and support of referral processes and guidelines. Monitor, maintain and… more
- Louisiana Department of State Civil Service (Baton Rouge, LA)
- …of various state entities. PREFERRED QUALIFICATIONS: A Baccalaureate degree in finance , accounting, economics, statistics, or mathematics plus 3-5 years of ... in investments or a Master's degree in accounting, business administration (MBA), finance , economics, statistics, or mathematics plus at least one year of… more
- Textron (Fort Worth, TX)
- …contracts, finance , accounting, legal administration, program management, supply chain, sales , marketing, or other relevant field\. * Bachelor's degree from an ... and contracts execution for commercial business projects for global aftermarket sales including preparation of Estimate Requests, RFI and RFP proposal responses,… more
- Aegon Asset Management (GA)
- Job Family Business Development / Direct Sales About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and ... fixed annuities. These are supported by Transamerica Corporate , which includes Finance , People and Places, General Counsel, Risk, Internal Audit, Strategy and… more
- Deloitte (Tampa, FL)
- …income and franchise tax, indirect tax, business restructuring, credits and incentives, sales and use tax outsourcing, excise tax, property tax, state strategic tax ... local property tax returns. + Bachelor's degree in accounting, finance , or another related field. + One of the...Institute) + ASA (American Society of Appraisers) + CRE ( Counselor of Real Estate) + CCIM (Certified Commercial Investment… more
- Deloitte (Dallas, TX)
- …income and franchise tax, indirect tax, business restructuring, credits and incentives, sales and use tax outsourcing, excise tax, property tax, state strategic tax ... with property tax assessors + Bachelor's degree in accounting, finance , or another related field. + One of the...Institute) + ASA (American Society of Appraisers) + CRE ( Counselor of Real Estate) + CCIM (Certified Commercial Investment… more
