Job Summary:

• Optimize the client service experience by winning agreement to deploy & use digital tools and efficient workflows.
• Responsible for regular, internal reporting on tool usage & opportunity
• Ensures external & internal product feedback is effectively communicated to Technology, Product & senior leaders.
• Create a tool adoption handbook to help Client Managers drive adoption
• Identify resource needs & contribute to development
• Assist with developing a product-specific handbook or training.
• Source and manage carrier relationships in line with the needs of customers
• Utilize negotiation skills to ensure we’re moving freight at the optimal cost
• Collaborate with key carriers to help them grow their businesses with PDS
• Partner with internal Ops department to manage any issues that come up during the operation of the freight

Skills on Resume:

• Client Optimization (Hard Skills)
• Reporting & Analysis (Hard Skills)
• Communication (Soft Skills)
• Handbook Development (Hard Skills)
• Resource Management (Hard Skills)
• Training Support (Hard Skills)
• Carrier Management (Soft Skills)
• Negotiation (Hard Skills)

Job Summary:

• Leads a team of licensed Customs Brokers and Entry Clerks across a network of offices
• Focused on providing consultative guidance on regulatory requirements
• Conducting Customs business on behalf of the Importer of Record.
• Ensures compliance with federal guidelines and foreign regulations governing the shipment documentation and clearance procedures of imported/exported products.
• Maintains positive Associate morale, code of conduct, and quality performance standards.
• Implements and trains on policies, procedures and standards for customs clearance and ensures the team remains current on CBP changes to regulations
• Ensures quality through internal audits to achieve and maintain a satisfactory compliance rating.
• Provides support to business development and new market opportunities
• Responsible for meeting key performance indicator targets.
• Monitoring of high profile shipments and key accounts

Skills on Resume:

• Compliance Leadership (Hard Skills)
• Regulatory Consultation (Soft Skills)
• Importer Management (Hard Skills)
• Team Management (Soft Skills)
• Policy Implementation (Hard Skills)
• Quality Assurance (Hard Skills)
• Business Support (Soft Skills)
• Performance Management (Hard Skills)

Job Summary:

• Manage effective import product specific projects to maximize efficiency, profitability
• Regulatory compliance for corporate and regional operating units.
• Define and implement analysis tools to measure and review existing operations and guidelines to ensure compliance and efficiency in import operations.
• Coordinate measurement and monitoring of defined import and customs brokerage initiatives for growth and operations excellence
• Develop regular reporting techniques and analysis for root-cause examination and improvement operations.
• Review existing analysis and measurement tools
• Determine efficiency and compliance with existing product and regulatory compliance standards.
• Develop audit methodology to ensure existing guidelines, procedures and regulatory compliance requirements are met by all product and regional locations.
• Utilize all available tools, including review and analysis of professional publications
• Networking, and participation in professional organizations

Skills on Resume:

• Project Management (Hard Skills)
• Compliance Management (Hard Skills)
• Data Analysis (Hard Skills)
• Initiative Coordination (Hard Skills)
• Reporting (Hard Skills)
• Tools Review (Hard Skills)
• Audit Methodology (Hard Skills)
• Networking (Soft Skills)

Job Summary:

• Execute the firm’s strategic plan to build life brokerage business unit.
• Building new and maintaining existing relationships with financial professionals, life insurance agent
• Actively consult and advise financial professionals to provide them with value-added strategies to increase NLG life business with their clients
• Educate financial advisors on NLG’s life product portfolio and present products in the context of sales ideas.
• Build, maintain and leverage key relationships with Internal Sales Desk, Underwriting, Advanced Markets, Marketing and Agency leadership team
• Responsible for keeping financial professionals informed of any life product portfolio enhancements, underwriting changes, new product launches, etc.
• Must actively develop new relationships with financial professionals to significantly capture life sales as well as servicing existing producing life agents
• Provide competitive intelligence to leadership team on current/emerging trends with life product carriers, product changes, etc.
• Remain current on all emerging government import compliance initiatives.

Skills on Resume:

• Strategic Execution (Hard Skills)
• Relationship Building (Soft Skills)
• Consultative Advising (Soft Skills)
• Product Education (Hard Skills)
• Interdepartmental Management (Soft Skills)
• Communication (Soft Skills)
• Business Development (Hard Skills)
• Market Intelligence (Hard Skills)

Job Summary:

• Establishing and managing multi-asset portfolios for the company as well as clients
• Ensure that the portfolio activities contribute to the organizational strategies and are within the risk parameters approved by management.
• Investing in equities as well as fixed income markets while inputting trades of all investment transactions
• Constructing, implementing and managing derivative overlays.
• Preparing daily, monthly, quarterly valuation reports.
• Preparing regulatory, audit, and internal reports to management.
• Reviewing and managing existing accounts as well as building relationship with prospective clients.
• Setting priorities within a portfolio to ensure resources are targeted and effective.
• Escalating investment risks to management
• Manage and supervise financial analyst
• Represent the company in all investment management meetings
• Prepare and amend investment policies after taking ABC investment committee and management’s approval

Skills on Resume:

• Portfolio Management (Hard Skills)
• Risk Management (Hard Skills)
• Trading Execution (Hard Skills)
• Derivative Management (Hard Skills)
• Financial Reporting (Hard Skills)
• Client Relationship Management (Soft Skills)
• Strategic Prioritization (Soft Skills)
• Risk Assessment (Soft Skills)

Job Summary:

• Lead the freight sales brokerage team in new customer development, growth of existing business
• Strengthening of services offered, and the expansion of carrier network.
• Identify services and pricing that meet customer needs to make business objectives.
• Develop a strategic plan to achieve goals and expectations
• Measure performance of branch employees on productivity, efficiency, & service using defined KPIs.
• Provide coaching and mentoring for employee development
• Maintain solid understanding of current market conditions and business trends.
• Perform as the primary negotiator for the branch in matters regarding operations and margin decisions.
• Build and maintain positive carrier partnerships.
• Identify, qualify, obtain and develop relationships with prospective customers through daily solicitation 
• Direct customer contact, email, social media, referrals, and other networking opportunities.
• Participate in recruitment functions, interviewing candidates and hiring events.
• Travel occasionally for training, division meetings, and customer visits.

Skills on Resume:

• Sales Leadership (Soft Skills)
• Business Development (Hard Skills)
• Performance Management (Hard Skills)
• Coaching (Soft Skills)
• Market Awareness (Hard Skills)
• Negotiation (Soft Skills)
• Partnership Building (Soft Skills)
• Customer Management (Soft Skills)

Job Summary:

• Complete outbound calls per company’s current marketing and sales initiatives
• Calling existing accounts to check in and review new concepts
• Supporting existing accounts and team members with case design, training, and underwriting.
• Calling new accounts in effort to earn their business, via warm and cold calls
• Work with Advisors on Case Design and Sales Strategies
• Assist in valuation and proposal for Life Settlements
• Create proposals and quotes for Life Insurance sales
• Provide product comparisons, alternate solutions and funding scenarios, and Identify cross-sell opportunities
• Assist with presentations and materials needed for Webinars and Seminars
• Attend and Represent Company at Industry Conferences & Events
• Work internal Consumer Leads for new Life Settlement Sales and Life Insurance Sales
• Underwriting support via Underwriting Summaries and pre-screening complex medical history for potential Life Settlement sales and new Life Insurance Sales
• Interface with Carrier Underwriters and Outside Underwriters

Skills on Resume:

• Outbound Calling (Hard Skills)
• Account Management (Soft Skills)
• Customer Support (Soft Skills)
• Sales Prospecting (Hard Skills)
• Case Design Support (Hard Skills)
• Proposal Creation (Hard Skills)
• Product Knowledge (Hard Skills)
• Presentation Skills (Soft Skills)

Job Summary:

• Conduct transactions including leasing, landlord rep, asset sale, etc. and achieve revenue target
• Develop business opportunities from tenants, landlords, and investors.
• Maintain and enhance relationships with developers and landlords, BD on new developers.
• Build up and execute client BD strategy, especially on e-com companies, 3PLs and retail brands.
• Coordinate team marketing activities.
• Coordinate database building/managing, including landlord projects and tenants info.
• Innovate and refine operational processes to enable team growth and efficiency
• Support business development requirements in all field offices for import and customs brokerage 
• Conduct periodic on-site review audits and provide operational assistance to all field operations to insure consistency and quality of service.

Skills on Resume:

• Transactional Expertise (Hard Skills)
• Business Development (Hard Skills)
• Relationship Management (Soft Skills)
• Client Strategy Development (Hard Skills)
• Marketing Coordination (Soft Skills)
• Database Management (Hard Skills)
• Process Optimization (Hard Skills)
• Operational Support (Hard Skills)