Office Manager jobs in the Accounting, Finance, Insurance category

District Sales Manager – Payroll Services. Location: Greater Baltimore metropolitan area Job Type: Full Time Job Description: · Do you love solving problems for clients? · Are you creative in differentiating yourself from the competition? · How about working for the business owner/founder, who is intelligent, passionate about her clients and employees, and is a woman? · Do you have experience in t...
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National Account Manager The National Account Manager needs to be a successful sales professional with experience in the medical field. He/She will grow existing accounts and develop new business opportunities nationwide. Previous national account management experience, as well as excellent selling and analytical skills are required. Job Requirements Qualifications · 5 or more years of demonstrate...
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Base Salary: $70k - $80k plus quarterly bonuses = $130k - $150k Marlton, NJ Premier National Financial Services leader seeks an exceptional licensed individual to manage their Retail Brokerage Services branch office in Marlton, NJ. In this role, you will be responsible for ensuring that Sales Consultants are developed, trained and comply with established guidelines and procedures. You will also se...
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Work Life Balance Job Description We are seeking highly motivated and achievement-driven individuals to join our growing team of over 5000 financial professionals. Entry level and experienced candidates are encouraged to apply for this role. The Financial Professional is a relationship-driven position that provides the opportunity to build relationships and help individuals and families make stron...
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Work Life Balance Job Description We are seeking highly motivated and achievement-driven individuals to join our growing team of over 5000 financial professionals. Entry level and experienced candidates are encouraged to apply for this role. The Financial Professional is a relationship-driven position that provides the opportunity to build relationships and help individuals and families make stron...
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Responsibilities include the following: § Schedule in-person meetings with existing clients and prospects for regional manager § Proactively solicit sales via out-going phone calls, e-mails, mailings, etc § Provide support to RIAs on inbound calls from West Region § Work with Marketing Communications department to prepare hardcopy sales presentations for regional RIA manager § Update and maintain ...
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Position Purpose: Provides support to the Field Manager. Responsible for the compliance function of the Field Office, which may include some of the following responsibilities : Reviewing new accounts and trading activity, performing suitability reviews for purchases, supervising the sales activities of assigned producers, reviewing correspondence, business cards and stationary. Major Responsibilit...
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We are looking for an experienced professional to join a growing team practice in the New York City area. This advisor will have access to a team with extensive advisory, leadership and management success. The expertise that will be provided to the AFA include team building, systems management, financial planning, insurance, tax and estate planning, and practice development. We are looking for an ...
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