p style="text-align:inherit"/>Business Development, Capital Markets, Client Relationship Management, Client Segmentation, Collaboration, Consultative Communication, Digital Savviness, Drives for Results, Nuveen Products/Services Acumen, Sales, Territory Management.
Securities exams and IAR appointment include: Series 7 and 63 or equivalent, 24, 65 and/or 66 as required by applicable state law to become IAR with Principal Securities, Inc.''s RIA Refer to Principal Financial Network Licensing/Exam Policy for the time frame allowed to obtain the required licenses, appointments and pass exams. Licenses and/or exams necessary for this position include: Resident state Life/Health and Variable Annuity license; non-resident state Life/Health and Variable Annuity licensing for all non-resident states in which business will be conducted.
San Jose, California9 days ago
li>Experienced CFO (or equivalent) with success in improving cash flow, obtaining bank loans, helping companies grow profitably, increasing company value, strategic planning and (with proper training) preparing a business to sell. Please see the ten reasons we excel at training CFO Consultants at https://www.b2bcfo.com/careers.
San Francisco, CA30+ days ago
Major Responsibilities Serves as a trusted advisor providing Pharmacy thought leadership for Employee Benefits at a regional level Drives sales and revenue growth by expanding current client relationships and new client opportunities in the mid and large employer market space through RFP participation, onsite or video presentation and one on one consultation Communicates strategic and tactical up-to-date pharmacy business initiatives and solutions in a way that allows clients to understand the impacts to their strategy and their employees Partners with, trains and develops HUB financial consultants, producers and account management personnel to understand and present key Pharmacy findings and solutions Provides detailed pharmacy analysis(es) working with the HUB analytics platform along with various partners and PBM's decision support tools to justify the election of the appropriate pharmacy solution Provides proactive topical pharmacy communication(s) to HUB internal staff and external clients through a variety of methods including regional or local webinars and seminars Represents the National Pharmacy Practice in various strategic business initiatives as appropriate Contributes to National Pharmacy Practice team as a collaborative partner and subject matter expert Assists in the development of the Pharmacy "practice" and helps to implement appropriate changes to our solutions and service(s) to improve client results Basic Qualifications BS Pharmacy or PharmD is valued but not required 5+ years' experience in the Employee Benefits and/or Pharmacy industry working directly with upper mid and large employer market space (500+ employees) and employee benefits consultants Prior Employee Benefits brokerage experience preferred 3+ years of financial, clinical or strategic advising in the pharmacy benefit manager (PBM) marketplace with established relationships with PBM's and other appropriate pharmacy vendors Comprehensive knowledge of both current and emerging client-focused pharmacy solutions Proven ability to exceed expectations and achieve sales goals Excellent presentation and communication skills Strong analytical and critical thinking skills Strong organization skills with the ability to prioritize in a dynamic environment * Self-motivated with a strong "can do" attitude The expected salary range for this position is $160,000-$180,000 depending on geographical location and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level. About HUB International Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services.
p>Mobilityâfrequent use of a computer and sitting for long periods; occasional walking, standing, pushing, pulling, bending; Liftingâfrequently 5 pounds or less; occasionally 5 to 30 pounds; Visualâconstant use of overall vision and reading/close-up work; moderate use of eye/hand coordination; occasional use of depth perception and peripheral vision; Hearing/Talkingâfrequent hearing of normal speech, hearing/talking on the telephone, talking in person; Emotional/Psychologicalâfrequent decision making, concentration, and public contact; Special Requirements--may occasionally require working nights and weekends; may occasionally require travel; Environmentalâconstant work in an indoor office environment; occasional exposure to varied outdoor weather conditions. Plan, organize, supervise and direct the complex financial activities in a retirement organization; understand, interpret and apply complex legislation and regulations pertaining to public employee retirement; develop and implement complex accounting systems and financial controls; prepare and interpret various accounting statements and other financial records and reports; gather and analyze complex financial data; establish and maintain effective working relationships with County officials, employees, the general public and others.
San Francisco, California24 days ago
You will collaborate closely with internal teams, external stakeholders, and clients to oversee daily operational processes, ensure platform optimization, and support a variety of concurrent projects. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.
You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing.
You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing.
Burlingame, California17 days ago
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
Mountain View, CA28 days ago
Services include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
San Francisco, CA30+ days ago
Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.