- Principal Financial Group (Lake Oswego, OR)
- **What You'll Do** The **New Business Consultant ** is instrumental to the success of regional sales offices by building partnerships with our financial ... new client accounts, managing account openings and asset movement requests with broker -dealer, and serving as a point of contact between financial professionals,… more
- Neuberger Berman (Philadelphia, PA)
- The Advisor Consultant is responsible for creating new relationships and managing existing ones with Financial Advisors at Merrill Lynch, Morgan Stanley, UBS, and ... Raymond James. The goal of the Advisor Consultant is to increase sales and revenue of Neuberger...the prescribed territory of Philadelphia. This is accomplished through relationship building via individual and group financial advisor meetings,… more
- Advice Pay (Bozeman, MT)
- …FinTech providers in the world addressing opportunities faced by the wealth and asset management industries. You'll love working here if you value - and want to ... AdvisorBOB customers throughout the entire post-sale customer journey. Equal parts consultant , project manager, trainer, facilitator, and product expert, the CSM III… more
- MEDEFY HEALTH INC (Tulsa, OK)
- …once contract is finalized Ensure customer satisfaction through ongoing communication and relationship management ; partner with Customer Success to resolve any ... least (1) one year of experience building and managing employee benefit consultant / broker channel relationships Ability to communicate, present, and influence… more
- Lincoln Financial (Salem, OR)
- …#:** 75297 **The Role at a Glance** We are excited to bring on a ** Broker Relationship Management Consultant ** to join our Workplace Solutions ... with coaching and development to perform in this fast-paced environment. As a Broker Relationship Management Consultant , you will be responsible for… more
- Jackson National Life Insurance Company (Nashville, TN)
- …and apply through Jobs Hub._** **Job Purpose** **The Advisory Integration Consultant will partner with Jackson distribution personnel and Registered Investment ... Advisor (RIA) and Broker /Dealer representative partners to provide field and virtual training...using and promoting Jackson's products. Additionally, the Advisory Integration Consultant will provide training that will strengthen and enhance… more
- HUB International (Philadelphia, PA)
- … to the client. The Sales Executive has primary responsibility for client relationship management and initiating new sales. The BC has primary responsibility ... client, acting as the de facto technical expert and broker - consultant . In some instances no Sales Executive...and the BC also is primarily responsible for client relationship management . + Ensure Sales Executives, when… more
- Neuberger Berman (TX)
- **Summary** The Advisor Consultant is responsible for creating new relationships and managing existing ones with Financial Advisors at Merrill Lynch, Morgan Stanley, ... UBS, Wells Fargo, Raymond James, Ameriprise, and LPL. The goal of the Advisor Consultant is to increase sales and revenue of Neuberger Berman mutual funds, SMAs,… more
- Aegon Asset Management (Denver, CO)
- …Responsible for achieving an annual plan and asset sales goal. Responsible for the relationship management of assigned advisors, TPAs and plans to ensure ongoing ... offerings, internal product changes, and changes to the way broker -dealer partners want to do business with Transamerica. +...+ Experience with group retirement plans + Sales or relationship management experience + Industry designations (such… more
- HUB International (Nashville, TN)
- …Limited ("HUB") is one of the largest global insurance and employee benefits broker , providing a broad array of property, casualty, risk management , life ... and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in...and involvement through HUB Gives **SUMMARY:** The Employee Benefits Consultant interfaces with a group of clients (a book… more
- Lincoln Financial (Montpelier, VT)
- …experience in lieu of Bachelor's). + 3 - 5+ Years of experience in relationship management that directly aligns with the specific responsibilities for this ... consultative with internal/external stakeholders of all levels. + Demonstrated strong relationship management skills; proven ability to develop collaborative… more
- Covr Financial Technologies (Hartford, CT)
- VP, Regional Insurance Consultant REPORTS TO: Chief Revenue Office DEPARTMENT: Sales, National Sales Team FLSA STATUS: Exempt WORK SCHEDULE: M-F, hours subject to ... plus uncapped monthly incentive bonus INTERNAL JOB TITLE REFERENCE: Insurance Sales Consultant (ISC) LOCATION: This position is located in our Hartford, CT office/… more
- Covr Financial Technologies (San Francisco, CA)
- CA - VP, Regional Insurance Consultant REPORTS TO: Chief Revenue Officer DEPARTMENT: Sales, National Sales Team FLSA STATUS: Exempt WORK SCHEDULE: M-F, hours subject ... uncapped monthly incentive bonus INTERNAL JOB TITLE REFERENCE: VP, Regional Insurance Consultant LOCATION: This position is located remotely in CA COMPANY OVERVIEW:… more
- CVS Health (Denver, CO)
- …it all with heart, each and every day. **Meritain Pharmacy Solutions: Sales Enablement Consultant ** This can be a remote opportunity for the right individual. We are ... assisting in the growth of Meritain Pharmacy Solutions. The Pharmacy Sales Enablement Consultant will partner with the Pharmacy Sales team and assist throughout the… more
- Zurich NA (Washington, DC)
- National Construction Professional Liability Consultant (AVP OR VP) 122955 Zurich North America is hiring a National Construction Professional Liability ... Consultant (AVP OR VP) to join our Specialties Construction...responsible for various aspects of Construction Professional Liability portfolio management including utilizing data analytics to inform strategy, stewarding… more
- Highmark Health (Pittsburgh, PA)
- …ensure full understanding of enterprise-wide strategies to educate and engage broker community; support continued development and refinement of health plan's ... producer updates, supporting the Sales team's applicable performance targets through management of producers, and identifying opportunities to strengthen and expand… more
- ChenMed (Pembroke Pines, FL)
- …sell to new customers. Maintains up-to-date client information in designated customer relationship management (CRM) tool (ie, SalesForce). Utilizes CRM tool to ... and we need great people to join our team. The Membership Growth Consultant (MGC) is an outside healthcare sales representative who's responsible for generating… more
- Deloitte (Boston, MA)
- …and operational processes in large IT organizations + Experience with vendor relationship management + Professional certifications such as CISSP, CISM, or ... Cyber Encryption Senior Consultant Our Deloitte Cyber team understands the unique...Data Access Governance, Data Loss Prevention, Cloud Access Security Broker , Encryption, Certificate Lifecycle Management , Cloud Security,… more
- Lincoln Financial (Fort Wayne, IN)
- … through clear, informed and logical discussions/presentations * Demonstrated strong relationship management skills with internal clients (eg senior ... #:** 75226 **The Role at a Glance** As a **Sr. PFML/STAT Product Development Consultant ** , you will act as the product manager and primary resource for our… more
- Lincoln Financial (Greensboro, NC)
- …to deal with a variety of variables to provide solutions. * Demonstrated strong relationship management skills with internal clients and external clients at all ... **The Role at a Glance** We are excited to bring on a Consultant , Advertising Compliance to support our Lincoln Financial Distributors (wholesale) business unit in… more
