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Assess and determine client's investment goals, presents proposals, and closes managed investment solutions. Follow a fiduciary standard with all clients, always doing what is in the client's best interest. Develop Affluent and HNW client relationships through targeted prospecting, external networking and internal referrals. Build a book of business achieving growth targe
Posted 1 day ago
Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs. Maintain an in depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition. Utilize CAMP and other approved Marketing tools to proactively reach o
Posted 1 day ago
AmTrust Financial
- Scottsdale, AZ / Dallas, TX / Alpharetta, GA
This underwriting position specifically works with national payroll agencies and digital partners and is within a quickly growing division of the AmTrust with opportunities for advancement. Emphasis is placed on providing excellent customer service including quick and timely submission review. Majority of accounts are small to mid market workers comp submissions domiciled
Posted 2 days ago
MidFirst Business Credit provides customized and flexible financing solutions to growing businesses throughout the United States. With more than 40 years of experience, we know how to help businesses grow and prosper, and we've played an important part in countless business success stories over the years. MidFirst Business Credit has successfully navigated through the ups
Posted 2 days ago
Responsible for tracking and managing of evidence through the different forensic disciplines while maintaining accurate and traceable chain of custody in a laboratory setting. Assist in reviewing and evaluating incoming evidence submissions to help determine the nature and extent of examination requests and assist in assigning specific scientific disciplines to conduct ne
Posted 2 days ago
James River Management Company
- Alpharetta, GA / Raleigh, NC / Richmond, VA / 1 more...
Under the direction of the Underwriting Manager or Division Manager the Associate Underwriter will learn how to review and analyze underwriting data in order to determine if risks meet corporate underwriting standards, calculate appropriate premium, determine proper terms for acceptable risks and respond to brokers when particular risks do not meet underwriting guidelines
Posted 3 days ago
Tricon Residential Inc. (NYSE TCN, TSX TCN) is anownerand operatorofa growing portfolioof morethan 36,000 single family rental homes in the U.S.Sun Beltand multi familyapartmentsin Canada.Our commitment to enriching the lives of our employees, residents and local communities underpins Tricon's culture and business philosophy.We provide high quality rental housing options
Posted 3 days ago
Are you ready to take your career to the next level? Regional strives to positively impact the financial lives of our customers. For over 35 years, our Team Members have been passionate about supporting customers through their financial challenges in life. They take pleasure in finding solutions and lending a helping hand, both to our customers and our communities. As we
Posted 3 days ago
Physical Demands The physical demands described are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to stand or si
Posted 3 days ago
INSURICA
- Atlanta, GA
The Underwriter will be responsible for the underwriting and production of all assigned accounts/brokers that fall within their assigned jurisdiction or team. ESSENTIAL FUNCTIONS Underwrite risks for assigned producers and/or assigned teams or jurisdiction within established guidelines and within personal authority level Review, quote, and bind new submissions and renewal
Posted 3 days ago
Crowe
- Boston, MA / Chicago, IL / Dallas, TX / 2 more...
We're seeking an experienced Senior Consultant to focus on delivering Operations Due Diligence within Crowe's Operational Transaction Advisory group. We lead our clients through the analysis and execution of M&A transactions (e.g., mergers, acquisitions, divestitures, carve outs, & integrations). Job duties include but are not limited to Working on pre and post deal engag
Posted 4 days ago
Location Designation Hybrid 3 days per week When you join New York Life Investments, a wholly owned subsidiary of New York Life Insurance Company, you are joining a global investment company with a long history and passion for career development, innovation, collaboration, and diversity, equity and inclusion.We want employees to feel proud about being part of a company th
Posted 4 days ago
Womble Bond Dickinson (US) LLP
- Atlanta, GA / Baltimore, MD / Boston, MA / 19 more...
Description & Requirements Womble Bond Dickinson (US) LLP is seeking experienced attorneys to join the Dispute Resolutions Team of GCSolutions. GCSolutions is an alternative legal service provider that offers clients cost effective services staffed by highly qualified attorneys. Positions allow flexible scheduling, work life balance, and the ability to work remotely. GCSo
Posted 4 days ago
MidFirst Bank
- Houston, TX / Dallas, TX / Phoenix, AZ / 3 more...
Be a self starter and assertive regarding the development of leads in conjunction with a robust prospecting routine and future leads. Negotiate complex terms and conditions acceptable to borrowers while maintaining credit quality and pricing thresholds. Communicate in an effective and efficient manner the details of pursued opportunities to management, credit underwriters
Posted 4 days ago
Online course completion; GBV risk mitigation training database; report on GBV Guidelines risk mitigation training outcomes; report on CARE GBV risk mitigation training outcomes. QUALIFICATIONS Graduate level student in information management or statistics, public health, public policy, international development, humanitarian action, or related field. Demonstrated knowled
Posted 4 days ago
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