- Healthfirst (Enfield, NY)
- …the Broker Strategy Lead aligned to the external distribution partner and Manager Medicare Broker Sales informed of status and opportunities. + Supports the ... to sell new business and maintain positive relationships + Knowledge of account management and broker service + Flexible, and able to manage through change. +… more
- Chemung Canal Trust Company (Elmira, NY)
- …assistance to existing and future clients with regard to statements, account reviews and various investment options/insurance products. + Executes trades for ... + Compiles and reports necessary sales and referral information for Program Manager review and ensures proper commissions are received/recorded from LPL Financial… more