- CRC Insurance Services, Inc. (Dallas, TX)
- …Monitor accounts to ensure compliance with the firm's policies and procedures. 6. Assist broker to meet or exceed production goals as assigned by CRC. 7. Maintain ... current knowledge of the insurance industry and sales ideas through regular attendance at workshops, seminars, literature reviews and/or formal continuing education. 8. Maintain necessary licenses to produce business. **QUALIFICATIONS** **Required… more
- Paychex (Irving, TX)
- …us to pursue your passion and unleash your potential. Overview PEO Inside Sales Representatives are responsible for prospecting clients remotely and managing the ... entire sales cycle from within our PEO Inside Sales Hub. They engage with customers via phone,...interactions. + Scheduling appointments with referral sources, specifically the broker channel to secure referrals to end users. +… more
- Charles Schwab (Westlake, TX)
- …you have** + 10+ years of experience as a leader within a broker dealer, financial services intermediary, and/or custodian + Demonstrated experience in leading and ... managing complex projects inside of a large diversified financial services organization of similar scale and complexity + Experience managing highly performing,… more
- Insight Global (Dallas, TX)
- …* Demonstrated history of creating and maintaining cordial and productive relationships inside and outside of the organization, through all levels of an ... Flow is highly preferred. * Familiarity with AML/KYC compliance processes and Broker Dealer and/or Registered Investment Adviser regulations is a strong plus. *… more
- Austin Industries (Dallas, TX)
- …insurance programs, and project pursuit eams, as well as other professionals inside and outside the organization, as necessary. This position reports to the ... surety/retainage release - request from BAIC as needed from field office + Broker , Insurance, and Surety invoices - facilitate and process invoices for payment… more