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Assist in the acquisition of new business by participating in responses to request for broker service proposals, new business sales calls and prospect meeting with both producer staff and insurance carrier loss control staff.
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As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more.
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Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.
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This includes all PB financing, initial and variation margin, collateral, stock loan, swap financing and repo and understanding how this is managed both internally and externally. Street Financing – partnership with Operations and Millennium’s counterparties to replicate broker logic across global asset classes.
$160,000 - $250,000 a yearFull-timeExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
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In the markets we serve, supporting more than 18,000 financial advisors, 800 institution-based investment programs, and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor.
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The Broker Account Manager (BAM) is responsible for developing, implementing, and managing a regional broker strategy of key broker accounts in an effort to grow TriNet's business.
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We offer competitive salaries and benefits, including: medical/dental/vision plans, life and accident insurance, 401(K), employee stock purchase plan, educational expense reimbursement, employee assistance program, flexible work hours (availability varies by office and job function), training programs, matching gift program, and more.
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We offer a range of market-competitive total rewards that include merit increases, paid holidays, Paid Time Off, and incentive bonus programs (unless covered by a collective bargaining agreement), medical, dental, vision, short and long term disability benefits, 401(k) +match, stock purchase plan, life insurance, wellness programs and financial education resources, to name a few.
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Primary focus is to assist Underwriter/Broker Senior in servicing and operational management of accounts. At Risk Placement Services, we're more than just a team – we thrive on collaboration, creativity, and tackling challenges head-on.
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Assist broker to meet or exceed production goals as assigned by CRC. CRC Group is one of the largest wholesale and specialty insurance product distributors in the United States, providing data-driven insurance solutions for property and casualty, executive and professional, group and individual, and other specialty insurance programs.
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Offer both brokerage and investment advisory services with American Portfolios (AP) through its subsidiaries: American Portfolios Financial Services, Inc. (APFS), a broker/dealer; and American Portfolios Advisors, Inc. (APA), a registered investment advisor.
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GCO Senior Risk Advisory Manager I - Investment Banking Coverage, Capital Markets Origination And Sy
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Subject matter expert in the unique regulatory requirements for institutional broker dealer (FINRA,SEC) and swap dealer (CFTC,NFA) Financial Risk Manager (FRM)/Certified Financial Analyst (CFA) or equivalent advanced risk certification.
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Supports the process for requests for proposal and renewal bids to include relationship development and management, sales implementations, customer or broker inquiries, and other revenue growth.
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Our culture fosters an environment where every idea counts, and every individual's contribution matters. Develops basic functional knowledge of fundamental concepts, practices, and procedures for a field of specialization.
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Supports key broker initiatives, market activities, and relationship development. Preferred Skills, Capabilities, and Experience Experience working in the managed care/healthcare insurance industry most notably in specialty sales strongly preferred.
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