- Guardian Life (Washington, DC)
- …as required, directing FRs to appropriate weblinks for such, etc. + Manage and develop sales territory with WMC and AWMC to drive growth of wealth management ... + With WMC, implement and execute communications, sales , and growth plans within sales territory . + Help identify and communicate sales opportunities to… more
- Navy Federal Credit Union (Washington, DC)
- …basic business relationships with members and internal/external sources in assigned territory , moving towards more complex relationships as experience is gained. + ... Execute customer and broker purchase / sales orders of securities for current/new clients + Focus...in-depth on-going research to acquire new accounts in assigned territory to increase market share + Plan/conduct life insurance… more