- MassMutual Greater Hudson (New York, NY)
- Overview The Sales Assistant position provides direct administrative support to the Managing Director through partnering with the appropriate enterprise ... department. The Sales Assistant is responsible for processing new business applications and manage new and existing client relations in a timely and efficient… more
- Mitsubishi UFJ Financial Group (Santa Barbara, CA)
- …do, realize the rewards, and take pride in your achievements. Job Summary: The Financial Advisor plays a meaningful role in the responsibility for the advising, ... is a trusted and highly respected broker-dealer and investment advisor that has helped clients reach their investment goals...Following up with your client contact to close the sales .* Extensive financial analysis review of the… more
- Briggs Equipment (Tampa, FL)
- …and materials." Our Vision Achieving flawless execution of Safety First, Financial Performance, and DealerExcellence through the commitment of our employees. Our ... of each other, our customers and our community. POSITION PURPOSE: The Service Advisor provides a broad range of administrative support to the Service Department… more
- Ted Todd Insurance (Atlanta, GA)
- Assistant Sales Specialist Do You Know Who...Financial Investment - Access to a 401(k) and financial advisor .Career Development - We want to invest ... everything that we do. We focus on modernizing insurance sales and customer service by providing our team with...paced, high volume environment. You will partner with our Sales Agents to qualify leads, set appointments and increase… more
- university of georgia (Athens, GA)
- …*Campaign experience *Event planning *Knowledge and experience using Blackbaud CRM system, Advisor Position Summary The Assistant Director of Development is ... Posting Details Posting Details Posting Number S02968P Working Title Assistant Director of Development Department DAR College Relations About the University of… more
- Phoenix Brand Management Group (Atlanta, GA)
- …athletics, sports, fitness, business, business development, business administration, finance, financial advisor , public speaking, advertising, entry level, entry ... restaurant, hospitality, bartender, server, host, hostess, restaurant management, management, assistant manager, direct marketing, indirect marketing, direct sales… more
- university of california, san diego (San Diego County, CA)
- …preference for rehire. All layoff applicants should contact their Employment Advisor . Special Selection Applicants : Apply by 03/19/19. Eligible Special Selection ... for the operation of a Housing, Dining, Hospitality dining unit, retail sales facility, catering operation, functional area of a larger operation and/or food… more
- VMware (Palo Alto, CA)
- Become a trusted advisor , who gives innovative and strategic legal advice to VMware's global operations. Our integrity-driven legal team upholds the highest ... and other functional leaders/stakeholders on ethics & compliance matters including sales incentive programs, development funds, and 3rd party management, etc.;… more
- Forescout Technologies Inc., Dallas (Dallas, TX)
- …the enablement process to sales leadership * Develop and prepare analytics and financial summaries to support strategic sales planning + + Territory & Quota ... for serving great breakfast in the DFW (more ) Sales Planning Systems Manager Company: ForeScout Technologies Inc. Location:...data preparation o Expert level use of Excel o Financial and Business Acumen: Ability to evaluate financial… more
- Novus Print Media (Minneapolis, MN)
- …The GAD will manage these multiple relationships within various industries from financial services to retail on an on-going basis, deepening relationships between ... Plans and create clear accountability measures that ensure client and agency financial and business success Represent and promote the interests of Novus internally… more
- MUFG Union Bank (Santa Barbara, CA)
- …do, realize the rewards, and take pride in your achievements. **Job Summary:** The Financial Advisor plays a meaningful role in the responsibility for the ... is a trusted and highly respected broker-dealer and investment advisor that has helped clients reach their investment goals...Following up with your client contact to close the sales . * Extensive financial analysis review of… more
- Johnson Financial Group (Janesville, WI)
- …responsibility of the FA Assistant role is to provide comprehensive administrative sales support to one or more Financial Advisors. This position requires a ... collaborative partnership with the Financial Advisor to ensure a high degree of business professionalism and support that positively impacts profitable new… more
- Johnson Financial Group (Mequon, WI)
- ## Overview The Financial Advisor is responsible for development of new business in the securities, mutual fund, annuities, and licensed product area. The ... Financial Advisor is also responsible for management...Financial Advisor is also responsible for management of existing business...and expanding depth of relationship. * May manage FA Sales Assistant , Registered Assistant and/or… more
- Investors Bank (Manhasset, NY)
- POSITION OBJECTIVES This IFG Sales Assistant (SA) provides day to day administrative support to the IFG Management as well as ad hoc support to the broader IFG ... with broker dealer partners to develop and maintain customized sales reports and branch assignments logs. Acts as the...dealer integration; and Working with IFG management to develop Financial Advisor "playbook." * Provides excellent support… more
- Transamerica (Denver, CO)
- …to help serve their clients with their retirement plan assets.Are you an experienced Financial Advisor or Retirement Professional who is tired of prospecting and ... Job FamilyDivision Sales Job Description SummaryThe Transamerica Advice Center is...warm leads, building relationships, and assisting clients with their financial challenges? Do you wish that instead of a… more
- Bank of Hawaii (Omaha, NE)
- …at the right time. Welcome to your tomorrow! **A day in your life as a Sales Assistant ** Under the direction of the Manager, this position provides sales , ... with BISI's clearing firm. * Performs account record changes, prepares and maintains Financial Advisor correspondence, acts as liaison with various Bank of… more
- The Estee Lauder Companies (New York, NY)
- ** Assistant Manager, Planning and Sales Operations,...LE Reporting) + Calls out risks and opportunities to financial plan to Head ofAccount & Sales ... WOS in the right SKUS in the right doors. Advisor to Account Lead, helping inform overall account strategy...**Qualifications** + College degreerequired + 3-4 yearsexperience specifically in financial planning or working with stock & sales … more
- Ted Todd Insurance (Atlanta, GA)
- Assistant Sales Specialist Do You Know Who We... Financial Investment - Access to a 401(k) and financial advisor . + Career Development - We want ... everything that we do. We focus on modernizing insurance sales and customer service by providing our team with...paced, high volume environment. You will partner with our Sales Agents to qualify leads, set appointments and increase… more
- Transamerica (Denver, CO)
- …What You Will Do: + Working alongside an experienced and results-oriented team of Financial Advisors and other Sales Assistants, you will provide best in class ... we're passionate about inspiring our customers to improve their financial health- and their overall well-being- in order to...+ Recognize opportunities to engage the client with their advisor in order to ensure that they understand and… more
- HSBC (Long Beach, CA)
- …training courses. **Qualifications** + Minimum of 3 years proven and progressive financial services and/or retail sales experience or equivalent, including ... focus and a broad understanding of the fundamentals of financial planning are critical to the success of the...clients and upgrading existing clients through becoming the trusted advisor to them. It will also entail regularly updating… more
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