- Wells Fargo (St. Louis, MO)
- **About this role:** Wells Fargo is seeking a ** Sales Enablement Consultant ** to join the Platform Trading Coaching and Support team. This role is ... Provide one on one and/or group platform coaching and support for advisory applications + Act as a subject...needs and provide coaching techniques and recommendations to improve sales performance + Act as a business partner in… more
- HUB International (Delaware, OH)
- …The Benefits Consultant (BC) will provide strategic account management and brokerage services to assigned health and welfare benefit plan (EB) clients, having ... involving leveraging individuals appropriately in service related activities to support client needs. In general, the BC will lead...Executives, if assigned on clients, serving as HUB's primary consultant to the client. The Sales Executive… more
- HUB International (Providence, RI)
- …Founded in 1972, Brokers' Service Marketing Group is a nationally recognized insurance brokerage firm. BSMG is a nationally recognized leader in the life insurance ... for the customer and for fair dealing. Our dynamic team of internal sales specialists works closely with our marketing department and cutting-edge technology to… more
- HUB International (San Diego, CA)
- **Summary:** The Financial Consultant / Underwriter identifies, reviews, evaluates and prices risk for clients and prospects based in HUB International's California ... Regions. Provides support and direction to account teams on short and...and education to clients, peers, and/or members of the sales and client service teams. + Completes peer review… more
- Wells Fargo (St. Louis, MO)
- …Regulatory Reporting, Purchase and Sales Comparisons and Trade Corrections. Operational support will be within the brokerage firm across multiple sites, ... this role:** Wells Fargo is seeking a Business Execution Consultant as part of the Trade Support ...guide moderate risk deliverables and high-quality service to multiple sales channels with unique needs + Present recommendations to… more
- HUB International (Scottsdale, AZ)
- As part of our National Pharmacy Practice, the Region Pharmacy Consultant will serve as a strategic partner to our Market Leaders and their Producer and Client ... growth and increased retention. This individual will be responsible for consultative support , focusing on designated strategic size clients depending on the specific… more
- S&P Global (NY)
- …information to downstream applications. **Responsibilities and Impact:** A Senior Implementation Consultant is responsible for providing a range of services to ... Leads project handover meetings to ensure IHS Markit EDM Support and Client Management teams have a thorough understanding...client site or in hosted environment. + Partners with Sales and Client Management to identify new opportunities to… more
- Wells Fargo (Mclean, VA)
- **About this role:** Wells Fargo is seeking a PF Financial Consultant in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our ... + US only: Insurance licenses **Desired Qualifications:** + Full service brokerage experience + Financial advisement or planning experience + Client relationship… more
- WTW (New York, NY)
- …expertise on global risk management; supporting global reach. You will support our multinational clients through various consulting and project management activities ... strategy + Providing guidance to our local benefits and brokerage teams on executing the client's strategy in a...revenue goals + Identifying, developing, and closing on strategic sales opportunities and cross-sell new products and services +… more
- Charles Schwab (Lone Tree, CO)
- …working with Schwab's mass affluent client base. Through engagement, you will support client outreach, client retention, and improve overall client satisfaction as ... a key resource in helping clients in finding financial success. As a Financial Consultant in the Financial Solutions Branch, you will advocate on behalf of your… more
- HUB International (New York, NY)
- **General Purpose** Responsible for providing assistance and support to Clients, Producers and Client Relationship Managers on new and renewal accounts in accordance ... carrier negotiations. + Prepare FRP responses as directed and in conjunction with the sales team. + Review contract benefits and rates. + Perform accuracy review of… more
- Humana (Atlanta, GA)
- …- Ancillary Products** is responsible for discovering, developing and maintaining benefits brokerage relationships that result in the ongoing sales and retention ... sales and maximize revenue. + Develop and maintain multiple benefits brokerage and consultant relationships within assigned territory. + Collaborates with… more
- Humana (Sacramento, CA)
- …Sales Representative** is responsible for discovering, developing and maintaining benefits brokerage relationships that result in the ongoing sales and ... sales and maximize revenue. * Develop and maintain multiple benefits brokerage and consultant relationships within assigned territory. * Collaborates with… more
- The Cigna Group (Bloomfield, CT)
- …Brokers, including leaders within the health and welfare practices of consulting and brokerage firms, as well as the Pharmacy Practice leaders at major consulting as ... US Commercial. This position will also have accountability for New Pharmacy Sales within our National Accounts segment, with this leader responsible for partnering… more
- M&T Bank (Timonium, MD)
- …work experience, including a minimum of 6 years' investment or insurance sales experience providing investment, brokerage and/or insurance solutions, including ... deliver recommendations to ensure these needs are met. Use sales tools and modules to conduct the analysis and...suitability within defined standard procedures, regulatory requirements and in support of the best interests of each customer. +… more
- Atria Wealth Solutions (Raleigh, NC)
- …Here's what we need to see on your resume: Experience: + Five years of sales or advisory experience in the securities brokerage , advisory, or insurance fields ... Financial Advisor, you'll have the opportunity to use your sales talents and ability to build rapport as you...employee of Coastal and a dual employee/agent of CUSO Brokerage Services, Inc. (CFS) and/or Members Trust Company (MTC).… more
- HUB International (Kronenwetter, WI)
- …Account Executive (AE) will provide professional, courteous account management and brokerage services to assigned clients, having the primary responsibility for ... account retention. Working alongside cognizant Producers (aka "Client Executives / Sales ") as assigned, the AE shall be principally responsible for overseeing… more
- HUB International (St. Paul, MN)
- …Specialist** , you will provide professional, courteous account management and brokerage services to assigned clients, having the primary responsibility for account ... protect what matters most. **Our Mission:** To protect and support the aspirations of individuals, families, and businesses. To...a Client Account Specialist:** + Serve as the primary consultant to the client working with Producers who have… more
- City National Bank (Dallas, TX)
- …**Must-Have + Bachelor's Degree or equivalent + Requires 3 to 5 years of experience in investment sales and/ or internal sales support + 3 to 5 years of ... and proposal process (Galaxy Software). Assist the Senior Investment Consultant in developing a network of potential prospects, maintain...experience in investment sales and/ or internal sales … more
- M&T Bank (Fairfax, VA)
- …Profile customers and deliver recommendations to ensure these needs are met. Use sales tools and modules to conduct the analysis and offer the best advice ... level of suitability within defined standard procedures, regulatory requirements and in support of the best interests of each customer. *Deliver a diversified set… more