Risk Advisor/ Producer - Dallas

+ Develops new business leads (Prospects).+ Gathers necessary underwriting information to market prospective account.+ Presents proposals in a professional manner.+ Makes the sale and collects necessary deposits, arranges for binders, certificates, etc. Collects all premiums that ...

Produces new accounts and renews existing accounts in keeping with agency and individual goals while building relationships with clients. · ...

We are seeking a Financial Professional to join our team in Dallas to work plan sponsor relationships in the education market. · ...

+The Financial Planner plays a crucial role on our Wealth Planning team · +Collaborate with Advisors and the Sales Team to understand client objectives and gather necessary financial information. · Maintain clear communication with the team regarding case progress and any outstan ...

The Wealth Advisor represents Bernstein Private Wealth Management within the communities where they work and reside. They build substantial, enduring practices around client segments for which they feel a genuine passion. · Entrepreneurial Spirit · Intellectual Curiosity · High E ...

Looking for a career in insurance and financial services where your income isn't capped by a salary? · ...

The Senior Manager Lead evaluation selection and ongoing oversight of alternative investment solutions offered through the firm's wealth management platform. This role ensures products meet broker‑dealer standards for suitability risk management regulatory compliance client value ...

As Senior Associate, you'll engage with clients as a core team member helping to drive smart communications strategy to advance key objectives. · Strategic communications and public affairs execution: · Draft and refine client-ready materials: · ...

The Director Due Diligence oversees · and enhances the firm's product research · and oversight framework ensuring · a competitive compliant strategically aligned product shelf across categories such as annuities life insurance mutual funds ETFs managed accounts alternatives. ...

Description · The Senior Manager, Due Diligence – Alternative Products is responsible for leading the evaluation, selection, and ongoing oversight of alternative investment solutions offered through the firm's wealth management platform. This role ensures products meet the broker ...

The Transition Partner is responsible for the direct contact and communication with high-value prospects and newly affiliated high-value advisors. · ...

(K)Plans is seeking a driven, entrepreneurial Retirement Plan Producer to join our growing team. This is a full-time opportunity for a motivated professional looking to build and expand their own retirement plan practice while leveraging the resources, reputation, and collaborati ...

· Career minded individuals with growth orientation are sought for a stable career in personal lines insurance sales at CoVerica insurance agency. Unlimited earning potential is available through pairing creativity and commitment to client service. · ...

Sales Executive at World Insurance Associates to bring risk management solutions to businesses and individuals. · ...

World Insurance Associates es una organización única de servicios financieros con una red global de corredores y especialistas que apoyan a las personas para tomar decisiones informadas para mejorar sus resultados en gestión de riesgos, modernizar sus programas de beneficios y ay ...

Description · The Director, Due Diligence oversees and enhances the firm's product research and oversight framework, ensuring a competitive, compliant, and strategically aligned product shelf across categories such as annuities, insurance, mutual funds, alternatives, and managed ...

JPI has an exciting opportunity for a Tax Manager to join our Finance team located in Dallas, Texas. · ...

We are seeking an Insurance Sales Agent to join our team · ...

Are you looking for an opportunity to work on a highly collaborative team where partnership drives performance? Advance your career in a culture committed to personal and professional growth. · ...

The Senior Manager of API & Data Services Engineering will lead the design, · development, and operation of the enterprise data distribution layer for Cetera's Modernized Event-Driven Data Platform. · We're looking for a Senior Manager of Data Engineering to lead the team respons ...