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View salary and benefits informationThe Retail Sales Associate - Non-Registered Financial Products tracks sales activity, referrals, and results. Acts in an administrative support role for one or more Registered Representatives. Being a Retail Sales Associate - Non-Registered Financial Products provides general clerical and operational support. Responds to customer requests and provides requested information or required actions. In addition, Retail Sales Associate - Non-Registered Financial Products may require a bachelor's degree. Typically reports to a supervisor or manager. Being a Retail Sales Associate - Non-Registered Fina more...
The Retail Sales Associate I - Registered Financial Products utilize cross sell, telemarketing, and/or internal referrals for additional product offerings to expand the portfolio and the client's relationship. Uses customer database to generate additional business opportunities with existing clients. Being a Retail Sales Associate I - Registered Financial Products may provides additional clerical or sales support for one or more Registered Representatives. Opens new accounts, processes orders for existing clients, and answers questions regarding the organization's products and services. In add more...
The Financial Products Licensed Sales Representative I assesses client needs and recommends products or services. Develops new prospects and interacts with existing customers to increase sales of financial products and/or services for a bank or other financial services organization. Being a Financial Products Licensed Sales Representative I requires series 6 and 63 licenses. May assist in lead development through telemarketing or other promotional activities. In addition, Financial Products Licensed Sales Representative I may require a bachelor's degree or its equivalent. Typically reports to more...
The Financial Products Licensed Sales Representative III assesses client needs and recommends products or services. Develops new prospects and interacts with existing customers to increase sales of financial products and/or services for a bank or other financial services organization. Being a Financial Products Licensed Sales Representative III requires series 7 and 66 licenses. May assist in lead development through telemarketing or other promotional activities. In addition, Financial Products Licensed Sales Representative III may require a bachelor's degree or its equivalent. Typically repor more...
The Financial Products Licensed Sales Representative II assesses client needs and recommends products or services. Develops new prospects and interacts with existing customers to increase sales of financial products and/or services for a bank or other financial services organization. Being a Financial Products Licensed Sales Representative II requires series 6 and 63 licenses. May assist in lead development through telemarketing or other promotional activities. In addition, Financial Products Licensed Sales Representative II may require a bachelor's degree or its equivalent. Typically reports more...
The Underwriting Associate performs administrative duties regarding new and renewal accounts, risk assessments, and loss runs and loss ratings. Provides support and assistance to underwriting staff. Being an Underwriting Associate typically requires a high school diploma. May assist underwriters with the computation of rates and premiums. In addition, Underwriting Associate typically reports to a supervisor. Being an Underwriting Associate works on projects/matters of limited complexity in a support role. Work is closely managed. Working as an Underwriting Associate typically requires 0-2 year more...
Manages daily operations of the underwriting process. Implements underwriting strategy and operational policies for product lines. Oversees the review and approval process for decisions and recommendations related to complex cases. Defines and establishes procedures for risk criteria, application and renewal, and acceptance and rejection. Develops underwriting team expertise with coaching, support and educational programs. Requires a bachelor's degree. Typically reports to a senior manager. Manages subordinate staff in the day-to-day performance of their jobs. True first level manager. Ensures more...
Gathers and interprets financial data in order to assist in corporate financial decisions. Assists in determining scope and pricing of offering and developing plans. Identifies new investment, merger, or acquisition opportunities for the company. Provides details for the SEC registration of securities. Participates in negotiations with principles and others. Requires a bachelor's degree of Finance. Typically reports to a manager or head of a unit/department. Works on projects/matters of limited complexity in a support role. Work is closely managed. Typically requires 0-2 years of related exper more...
Oversees activities of the underwriting department. Provides supervision for a group of underwriters who review, analyze, and inspect insurance risk. Ensures compliance with all industry and governmental regulations. Follows established procedures regarding risk management, application and renewal, and acceptance and rejection. Develops underwriting team expertise with coaching, support and educational programs. Typically requires a bachelor's degree. Typically reports to a manager or head of a unit/department. Supervises a group of primarily para-professional level staffs. May also be a level more...
Leads and manages a team of sales representatives to achieve specified sales targets for Medicare insurance products. Devises sales strategies and guides the team to meet or exceed targets utilizing action plans and coaching. Monitors sales and productivity metrics to boost performance and resolve problems. Requires a bachelor's degree or equivalent. Typically reports to a director. Manages subordinate staff in the day-to-day performance of their jobs. True first level manager. Ensures that project/department milestones/goals are met and adhering to approved budgets. Has full authority for per more...
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