on Agency sales processes while serving as the chief marketing officer within the market. The position will drive Financial..., coach and develop Staff Managers and Financial Representatives by creating and implementing a Business Plan to produce...
group, Agency and Lafayette channel management and producers targeting advanced annuity and life insurance marketing... and planning techniques. Develops proficiency with Integrity group products, services and markets. Contacts proactively Integrity...
direct reports (Client Support Specialists) using the performance management model. Trains new Financial Representatives... necessary knowledge to support effective Agency operations. Supports Financial Representative recruiting processes...
through new business development and continual contact, referrals and elevation of the Private Client Group and Fort... to develop prospect presentations, ongoing marketing materials and provides input to enhance the Private Client Group's brand...
Overview Summary of Responsibilities: Individual contributor that is fully proficient in applying established standards; knowledge base acquired from several years of experience in particular area. Works independently; may instruct or c...
Overview Summary of Responsibilities: Collaborates with stakeholders and technology counterparts to deliver solutions that provide maximum value. Utilizes a variety of elicitation techniques to understand stakeholder’s needs, analyzing ...
Overview Summary of Responsibilities: Directs vehicles entering and leaving the parking garage. Makes security rounds through building and reports issues to the manager/supervisor. Collects parking fees, checks for proper parking decals...
Overview Summary of Responsibilities: Scans and indexes paper documents into the imaging system to trigger workflows for further electronic processing throughout the organization. Prioritizes imaging functions to fulfill requests in a t...
methodologies. (Required) Financial services/insurance experience preferred, but not required. (Preferred) Digital agency...
and through contact with customers. Approves financial transactions within their approval authority. Evaluates productivity...