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The Director of Financial Reporting oversees the preparation and analysis of financial results for the Asset Protection Division. Responsibilities include managing financial reports, supervising the accounting staff, ensuring compliance with statutory and GAAP reporting, and liaising with auditors and regulators. The role requires interaction with senior management across various departments and provides leadership for multiple projects.
The Institutional Fixed Income Trader will support the business through correspondence with dealers and institutional accounts, using various trading platforms, and managing accounts as needed. Requires experience with Municipals, Agencies, and Mortgage-Backed Securities.
The Sales Support Coordinator plays a vital role within the Internal Sales Support Team, focusing on sales prospecting and coordinating appointments with external wholesalers. Responsibilities include executing marketing campaigns, managing appointments, analyzing market data, and supporting sales teams to enhance productivity and client engagement. Strong communication and organizational skills are essential for success in this entry-level position.
The Regional Vice President is responsible for enhancing annuity production through business planning and relationships with Financial Institutions. Duties include wholesaling functions, achieving sales goals, and managing territory activities to foster growth in advisor relationships.
The Regional Vice President will focus on developing annuity production through relationship building with financial institutions. Responsibilities include training and motivating teams, executing sales strategies, maximizing advisor relationships, and achieving sales goals across assigned territories.
The Regional Vice President will develop and maintain annuity production through a detailed business plan, foster relationships with financial institutions, execute senior wholesaling functions, and meet activity and sales goals within a specified geographic territory.
The Regional Vice President will be responsible for developing and maintaining annuity production through business planning, training, and relationship building with financial institutions. The role involves advocating for corporate objectives, executing wholesaling functions, and maximizing advisor relationships to grow sales in assigned territories.
The Dealer Development Manager drives F&I performance improvement across assigned stores by coordinating with management, providing training and support, and optimizing dealer performance. This role involves delivering menu training, supporting underperforming stores, and maintaining industry knowledge to enhance customer service and sales results.
The Regional Vice President will drive annuity production through strategic business planning, support corporate goals, and lead a sales team in Southern CA. Responsibilities include cultivating relationships, executing wholesaling functions, and coordinating with internal wholesalers to achieve sales targets.
The Regional Vice President will develop and maintain annuity production through creating business plans, training brokers, and developing relationships with financial broker dealers. The role focuses on achieving sales goals and executing senior wholesaling functions in the assigned territory.
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