Provide backup support in establishing carrier appointments for all product lines for Partners, staff, Relationship Managers and joint venture partner..Share
Design and lead firmwide financial planning education and credentialing programs (CFP®, ChFC®, CLU®, etc. Expert in financial planning for business ow..Share
Will have an assigned book of business.Works proactively to maintain relationships with carrier and client contacts.May lead client meetings for accou..Share
Be proficient in evolving custodian technology inclusive of Charles Schwab, Fidelity, National Financial Services (NFS), and more. Acts as liaison bet..Share
Provide backup support in establishing carrier appointments for all product lines for Partners, staff, Relationship Managers and joint venture partner..Share
College Financial Representative, Internship Program College Financial Representatives in the internship program at Northwestern Mutual West Hartford ..Share
Manage and consult on assigned book of business: negotiates terms, conditions, coverage limits and pricing with carriers and wholesalers.Works with th..Share
Description and Requirements General Description: The USI Insurance Services Personal Risk Practice provides comprehensive risk management and insuran..Share
Minimum two years of directly related industry experience (preferred); experience in financial planning and/or the securities industry (helpful). Share
ABOUT JEREMIAH PROGRAM Jeremiah Program (JP) is a nonprofit organization helping single mothers invest in themselves so they can thrive and take steps..Share
Familiarity with major markets, such as AIG, Chubb/ACE, PURE and Cincinnati Financial. In addition to familiarity with the major markets as mentioned ..Share
If your people skills and number skills add up, Judith Heft & Associates is hiring! This isn't just your ordinary bookkeeping position; this is a fina..Share
Be proficient in evolving custodian technology inclusive of Charles Schwab, Fidelity, National Financial Services (NFS), and more. Acts as liaison bet..Share