200 Job openings found

 the Tax & Wealth Advisor works closely with Financial Advisors to integrate tax strategies into clients’ overall financial plans. Key Responsibilities Tax Preparation & Compliance Prepare and/or review individual, trust, partnership, S-corporation, and corporate income tax returns. Coordinate the collection and review of tax documentation from clients. Ensure tax returns are completed accurately and in compliance with federal and state regulations. Stay current on changes in tax laws and regulations that ...

Job Title: Branch Manager – Agency Channel (Insurance) Role Overview The Branch Manager – Agency Channel is responsible for driving business growth through the agency distribution model by recruiting, training, and managing insurance advisors. The role focuses on achieving premium targets, building a high-performing agency force, ensuring compliance, and strengthening the company’s ...

Job Title: Branch Manager – Agency Channel (Insurance) Role Overview The Branch Manager – Agency Channel is responsible for driving business growth through the agency distribution model by recruiting, training, and managing insurance advisors. The role focuses on achieving premium targets, building a high-performing agency force, ensuring compliance, and strengthening the company’s ...

Job Title: Branch Manager – Agency Channel (Insurance) Role Overview The Branch Manager – Agency Channel is responsible for driving business growth through the agency distribution model by recruiting, training, and managing insurance advisors. The role focuses on achieving premium targets, building a high-performing agency force, ensuring compliance, and strengthening the company’s ...

Job Title: Branch Manager – Agency Channel (Insurance) Role Overview The Branch Manager – Agency Channel is responsible for driving business growth through the agency distribution model by recruiting, training, and managing insurance advisors. The role focuses on achieving premium targets, building a high-performing agency force, ensuring compliance, and strengthening the company’s ...

  Job Title: Center Manager Insurance (CMI)     Job Role:Candidate is responsible for driving the insurance business for the assigned area. It includes sales of both life andnon-life insurance products and the after sales services, in case of queries. To help the sales team and advisorson services / claim settlements etc. To maintain ...

Job Role:Candidate is responsible for driving the insurance business for the assigned area. It includes sales of both life andnon-life insurance products and the after sales services, in case of queries. To help the sales team and advisorson services / claim settlements etc. To maintain good relationships with insurance companies. ...

Job Role:Candidate is responsible for driving the insurance business for the assigned area. It includes sales of both life andnon-life insurance products and the after sales services, in case of queries. To help the sales team and advisorson services / claim settlements etc. To maintain good relationships with insurance companies. ...

Roles and Responsibilities: Managing and acquiring partners to generate sales for products like AIF/MLDs, Debentures, Bonds and LI (In house & 3rd party products) and acquisition of Sub Brokers / IFA/Partners Doing various training programs for partners to train them for various financial products Maintaining relationship with partners to generate business Acquire & Soure ...

Roles and Responsibilities: Managing and acquiring partners to generate sales for products like AIF/MLDs, Debentures, Bonds and LI (In house & 3rd party products) and acquisition of Sub Brokers / IFA/Partners Doing various training programs for partners to train them for various financial products Maintaining relationship with partners to generate business Acquire & Soure ...