- NYL - Matthews (Charlotte, NC)
- … license is a strong bonus Previous customer service or experience as a sales representative preferred Previous health insurance or life insurance ... communication, and providing you with a development team and sales support to guide your success. What Were Looking...million LIVES PROTECTED. Includes all owners of individual life insurance and annuity policies $937 million LIFETIME… 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 (Nashville, TN)
- …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
- 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
- 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
- CVS Health (Largo, FL)
- …the client experience. **Required Qualifications** + Active Florida Health, Life, and Variable Annuity Insurance License (or ability to obtain within 120 days of ... client satisfaction, retention, and engagement by serving as a trusted onsite representative to our public sector client. This field-based role centers on delivering… more
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