Broker Salary at Streamline Hr BETA

Job Description Job Description Sales Assistant (Onsite, Horsham, PA) Basic Function: This individual uses advanced knowledge and skills obtained through experience and/or training to provide general support to assigned advisors. Under general supervision, the Sales Assistant will provide service to existing clients on non-solicited business; process new business, financial/non-financial orders. Maintains direct contact with clients to facilitate meetings, conference calls and deliver written research. Acts as liaison between various inter-departmental administrators. Regular contact with internal and external customers is required to obtain, clarify, or provide facts and information. May perform various sales related duties as directed with supervision. This position requires excellent customer service skills to provide support to the advisor (and clients) in a reliable, efficient, and professional manner. Series 6 or 7 required (which may be obtained within 6 months of employment and

Job Description Description: At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve. We Stand For Service® is more than part of our name, it’s our mission and our purpose. The Junior Investment Advisor is a developmental role responsible for supporting Senior Investment Advisors/Investment Advisors with client and portfolio management which includes but is not limited to meeting preparation, materials and research, etc. The Junior Investment Advisor is also responsible for working with individuals and inst

Summary: Expert has been in business since 2019, offering transportation services to the tradeshow and special event industries. We are looking for a uniquely qualified individual to help manage our freight brokerage business by operating our truckload and volume shipment business. Location: This position is based in Exton, PA, but can be remote/home-based anywhere. Preferable location in pacific time zone, specifically Las Vegas, NV. Duties: 1. Broker Expert’s truckload and volume shipments. 2. Provide Expert employees with quotes for truckload and volume shipments. 3. Identify and select reputable carriers for shipping services and develop a roster of competent and reliable drivers and carriers. 4. Book freight orders with carriers, track status of shipments, and update TMS when necessary. 5. May periodically be asked to perform on-call duties by tracking shipments after hours and weekends. Qualifications: 1. Significant experience in Less-Than-Truckload, Truckload , and Partial Truc

Volanteus Ltd is a renowned aircraft charter company, offering bespoke charter flights to meet their client’s needs. The company has been rapidly expanding its business in recent years, and are delighted to offer this new opportunity within our newly created Cargo Team. This is a great opportunity for an individual to break into the world of cargo charter sales as a trainee broker. This role is based out of our Philadelphia office and is not a remote position. Whether you have previous sales experience, have worked in a customer facing role, or just have a keen interest in sales and are motivated by constant development, this could be the position for you! Role Working with the Cargo Charter Department as a trainee cargo broker, you will be responsible for organizing and arranging group charters. Day to day duties will include but are not limited to: Supporting other members of the cargo charter department with flight administration Researching and identifying clients to create new bus

Job Description Job Description Role: You will assist 1-3 financial advisors in our Horsham office. This is an in-office position. You will help the financial advisor(s) grow and maintain their practice by providing dependable clerical and administrative duties. This role ensures that clients are promptly, courteously, and professionally serviced, and that client questions and problems are effectively resolved. Responsibilities: Client Servicing Answer and return client phone calls Assist clients with inquiries, for example: Account balances and beneficiaries and paperwork or transactions Take instructions from clients and process transactions Perform research to answer client questions, for example: Call providers and obtain documents or to perform transactions Provide solutions to complex client issues, while keeping the financial representative advised, and documenting these activities Complete and document the Annual Meaningful Contact process for each advisory client. This include

Through its relationship with CUSO Financial Services, L. P. (CFS) First Commonwealth Federal Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in and around the Lehigh Valley area. Established in 1959, First Commonwealth Federal Credit Union has over $1 billion in assets and more than 81,000 members. First Commonwealth Federal Credit Union is headquartered in Allentown and is the 12th largest credit union in the state of Pennsylvania. It is also the 412th largest credit union in the nation. To learn more, visit https://www.firstcomcu.org/ As a Financial Advisor your responsibilities include, but are not limited to, the following: Identifies and evaluates customer needs for financial services, assess the objectives and goals of the individual, then develops an investment strategy to implement. Stays current and analyzes market conditions and otherwise educating and updating themselves about financial and investment vehicles in

Job Description As an Analyst, you will help businesses with their insurance and risk management needs during the renewal process and throughout the year and offer completely objective insurance advice. In addition, you will develop and cultivate strong relationships and keep clear lines of communication with clients, along with underwriters, third-party claim administrators and other providers necessary to deliver excellent results to our clients. As a part of the Corporate Risk team, the Analyst provides comprehensive service to clients, including: Managing the negotiation and placement of all lines of property and casualty insurance Actively seeking ways to improve coverage, program structure and total costs for clients Responding quickly to clients' day-to-day needs Answering coverage questions Conducting contract reviews Transacting policy change requests Supervising the issuance of a certificate of insurance, auto ID cards and any other proof of insurance requested by the client

Underwriter II, Design Professional Exton, PA I Morristown, NJ I New York, NY I USA AXA XL offers risk transfer and risk management solutions to global and local businesses. We offer worldwide capacity for a variety of exposures, experienced underwriting, dedicated loss prevention services and a team-based account management approach focused on better understanding each client's needs. For more than fifty years, AXA XL Design Professional has been a market leading insurance provider serving the needs of the Architect and Engineering design industry. We provide our customers with market leading loss prevention and risk management education programs, best in class claims support and industry leading underwriting services. We do risk like no one else. That's why companies that are moving the world forward choose us as their partner. The AXA XL Design Professional team is committed to delivering risk management solutions. DISCOVER your opportunity What will your essential responsibilities