development and work closely with proposal development team to prepare and finalize proposals. Prepare text and budget for proposals, rebids and related documents. Participate in strategy calls to discuss customer requirements and identify discrepancies in customer information.
Perform quality control edits on all documents to ensure they are in-line with client expectations and participate in the finalization of documents and distribution to the customer and internal departments. Update and maintain corporate databases as required and ensure accurate information is included in tracking reports. Participate in training / coaching / mentoring new staff. Participate in customer meetings.
Other duties as assigned. Necessary Skills and Abilities: Attention to detail. Intermediate level proficiency with Microsoft Excel (including but not limited to VLookup, HLookups, analyzing data utilizing Pivot Tables and Pivot Charts).
Clinical Research and/or consulting knowledge. Educational Requirements: Bachelor's degree required in Business or Science field. Experience Requirements: Minimum 3+ years relevant experience. Proposal Development experience required.
stems from building and maintaining relationships with their carrier partners, their insureds, and of course their agency owners. Why Choose WE We Insure is an independent insurance solution. Our agents have the most access to top insurance companies allowing them to find the best fit for their customers.
Not only do we have the carriers, we allow our agents to focus on selling while we take care of the back-end support. We make it easy! Our carrier relationships combined with full back-end support allows our agents to focus one hundred percent of their time on revenue generating activities. Imagine shifting your focus towards giving your customers the power of choice and dedicating your
time to marketing, quoting, and binding- that? s it! We are looking for motivated sales focused individuals interested in growing a lucrative career as an insurance producer.
This agency is located inside a thriving real estate office on Hilton Head Island! As an Agent in Charge you will receive: Base income plus commissions Incentive bonuses Growth potential Training and workstation provided by We Insure Ability to offer a wide range of insurance products from A-rated insurance carriers A quality focused service team eager to help your clients Hands on training and on-going support Skills and Experience At We Insure, we are passionate about helping our clients. We are looking for a candidate
who is interested in helping protect members of our community by providing individualized coverage for homeowner's insurance, auto insurance, business insurance and more.
Achieve sales goals through leads and referrals Be organized and efficient Ensure a positive customer experience Qualifications and Skills Must have a Property & Casualty License At least two years of insurance sales experience Insurance agency management experience preferred Confident self-starter Ability to cross sell existing clients with the initiative to exceed sales goals Must maintain a high level of energy and enthusiasm Must be comfortable working under pressure in a fast-paced environment Must be self-motivated, hard-working, able to coach and have great attitude Must be a team player This is an exciting opportunity to join the best Independent Insurance Agency.
You can look forward to a long-lasting career with one of the fastest growing insurance agencies in the United States. Learn more about We Insure at! Job Type: Full-time Pay: $70,000.00 - $110,000.00 per year Benefits: Flexible schedule Work from home Schedule: Monday to Friday Supplemental Pay: Bonus pay Commission pay Work Location: One location
This is a float position covering the Raleigh - Durham area based out of Triangle Park. Compensation for mileage is provided as well. Key Responsibilities Include Provide excellent customer service Accurately process banking transactions Promote First Horizon's financial products and services Follow policies and procedures Qualifications Include High school diploma or equivalent At least 6 months of cash handling or teller experience preferred or an equivalent combination of education and experience Experience with a 10-key, and Microsoft Outlook, Word, and Excel Benefit Highlights Medical with wellness incentives, dental, and vision HSA with company match Maternity and parental leave Tuition
reimbursement Mentor program 401(k) with 6% match More -- /First-Horizon-National-Corporation/Careers/Our-Benefits About Us First Horizon Corp.
(NYSE: FHN), with $89.1 billion in assets as of December 31, 2021, is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel.
Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U. S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, mortgage, and title
insurance services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.
S. Bank. Follow Us Facebook -- /First Horizon Bank Twitter -- /First Horizon Bnk Linked In -- /company/first-horizon-bank Instagram -- /first_horizon You Tube -- /channel/UCEVs5OMj-b0H9Dr5Q209_-Q Corporate Diversity Commitment : We remain committed to creating a more equitable society, and that starts with our associates, our clients, and the communities we serve. We do this by elevating equity, providing capital and counsel, and committing to excellence in everything we do. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.
However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information.
41 CFR 60-1.35(c) Behavior Enthusiastic: Shows intense and eager enjoyment and interest Motivation Growth Opportunities: Inspired to perform well by the chance to take on more responsibility PDN-9abdaa33-787b-4047-a143-f5354e2001ca
- as the best workplace " to grow your career" in the U. S. We're especially proud of our tangible, meaningful commitment to diversity, equity, and inclusion in the workplace. When it comes to employees' financial health, we offer competitive salaries and generous benefits package.
Apply today. About this role: Wells Fargo is seeking a Relationship Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at. Upon required licensing and SAFE registration, the Relationship Banker LP (SAFE) employee will transition to the Relationship Banker (SAFE) role. The following job profile
is intended to provide a general sense of what Relationship Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of customers serviced, banking services and options of various customers, and customer needs.
In this role you will: Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Relationship Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees
will transition to the Relationship Banker (SAFE) role and perform the following duties: Participate in building relationships with customers and spend time understanding required needs Identify opportunities for offering a full range of Wells Fargo retail banking deposit and credit products and services, based on customers' needs Analyze tactical business challenges related to full-service banking experience to emerging affluent and high-value customers Present recommendations for resolving inquiries and service requests regarding customers' accounts Open and service accounts within authorized limits, create plans for follow-up and scheduled contacts with customers Provide information to internal partners and external sources to further enhance the customer experience Identify opportunities to leverage partners and connect customer with the appropriate partner or relationship manager to meet their needs Partner with financial advisors to understand appropriate introductions to address the needs of customers with investment or retirement needs Provide self-service digital banking options to customers This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction.
As such, this position requires compliance with the SAFE Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 2+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education 1+ year of backssing and meeting the needs of customers or helping with issue resolution, demonstrated through work or military experience 1+ year of building and maintaining effective relationships with customers and partners Desired Qualifications: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and Series 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration State Insurance license(s) Customer service focus with experience handling transactions across multiple systems Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Strong verbal, written, and interpersonal communication skills Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business Ability to be proactive, innovative, and creative in meeting customer and enterprise needs Ability to make client calls and actively participate in the sales development process Knowledge and understanding of retail compliance controls, risk management, and loss prevention Ability to follow policies, procedures, and regulations High motivation with ability to successfully meet team objectives while maintaining individual performance Experience mentoring and peer- coaching Experience backssing customer needs and recommending products/services to fulfill those needs Experience using business acumen to provide financial services consultation to small business customers Knowledge and understanding of financial services consumer lending products Ability to educate and connect customer to technology and share the value of mobile banking options Ability to interact with integrity and professionalism with customers and employees Job Expectations: Ability to work holidays and weekends Adherence to Wells Fargo sales practices risk management culture Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period.
For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required For the following states where hired, FINRA Series 65 (or equivalent) examination will also be required to be attempted within a specified period of time: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY.
The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employment State Insurance license(s) are required for this role and must be completed within a specified period Licensing requirements and expected completion timeline (determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position.
Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date.
The Nationwide Mortgage Licensing System (NMLS) web site (http: //fedregistry. nationwidelicensingsystem. org) provides the MU4R questions and registration required for employment in this position Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness, and criminal background standards A current credit report will be used to backss your financial responsibility and credit fitness; however, a credit score is not included as part of the evaluation.
Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary This position is not eligible for Visa sponsorship Posting End Date: 22 Dec 2023 Job posting may come down early due to volume of applicants. We Value Diversity At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, interactionual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions.
There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, interaction, interactionual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. PDN-9abf6e82-15fa-493d-9c95-ba3784440781
