- Parexel (Raleigh, NC)
- …all key functions up and down the sponsor organization; maintain high visibility within client organization and become the trusted advisor + Develop a strong ... Parexel has an opportunity for a Consultative Sales Director to join our Emerging Biopharma team...and development in collaboration with Business Operations to ensure client needs are addressed and resourcing/pricing is appropriate to… more
- Principal Financial Group (Raleigh, NC)
- …internal audit, fund administration, and enterprise risk management. + Partner with client -facing teams and sales functions to ensure operational risk practices ... Risk Partnership & Consulting** + Act as a trusted advisor and risk consultant to business leaders across fund...support positive client and stakeholder outcomes. + Provide risk training and… more
- Commvault (Raleigh, NC)
- …Global BATS team, you serve as the first point of contact for internal sales and external channel support queries, while also supporting Sales Management ... renewal options to customers; these transactions are treated as new sales . + Identify and close upsell/cross-sell deals during renewal engagements; maintain… more
- Hendrick Automotive Company (Durham, NC)
- …Essential Duties and Responsibilities include the following: + Meets dealership sales goals. + Greets customer and determines make, type, and quality ... Suggests optional equipment for customer to purchase. + Computes and quotes sales price, including tax, trade-in allowance, and discount. + Completes paperwork… more
- UMB Bank (Raleigh, NC)
- **RETIREMENT CLIENT ADVISOR -DALLAS-FT. WORTH METROPLEX** The Retirement Client Advisor generates new business opportunities and manages a customer ... experience while managing a book of business and building client relationships. + Partners with UMB Portfolio Management and...a minimum of 3 years of experience in a sales role required + Commercial Banking and Retirement Plan… more
- Travelers Insurance Company (Raleigh, NC)
- …You'll Do: Transform how people protect what matters most! As an Insurance Advisor Trainee, you'll become a trusted sales consultant helping customers nationwide ... and where you do it. **Job Category** Customer Service, Sales **Compensation Overview** The annual base salary range provided...an expert -Real Impact from Day One: manage your client relationships and close deals -Master Consultative Selling: no… more
- Bank of America (Fuquay Varina, NC)
- …your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a ... Financial Solutions Advisor Registration Candidate- Raleigh / Durham Market Raleigh,...of America's core banking, investment solutions and approach to client care. We will equip you with everything you… more
- Broadcom (Durham, NC)
- …At Broadcom, we are seeking a highly skilled and experienced mainframe Solution Advisor to join our team, specifically focused on our DevOps value stream. As ... + Collaborate with cross-functional teams to identify and address client needs + Conduct market research to identify potential...a clear and professional manner + Monitor and analyze sales data to track progress and identify areas for… more
- Edward Jones (Fuquay Varina, NC)
- …the skills, systems and business practices you need to succeed in our client -first business model. The new financial advisor compensation program includes ... at a professional crossroads, a career as a financial advisor may be the right change for you. Financial...contribute to the firm's purpose. They deeply understand the client 's goals and why they are important to accelerate… more
- Comerica (Raleigh, NC)
- …and or external Financial Advisors + Demonstrated experience generating and retaining client relationships while meeting or exceeding sales goals if assigned ... Job Description Trust Advisor III Comerica Advisor SolutionsOur Strategic...account transactions, responds to incoming correspondence and any other client requests to ensure compliance with the governing document,… more
- Raymond James Financial, Inc. (Raleigh, NC)
- …learn to build an individual practice. The Trainee will balance new client development, sales activities, investment management, customer service and compliance ... learning, apprenticeship and training at the firm's international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next… more
- Bank of America (Raleigh, NC)
- …to partner and promote lead generation. + Experience balancing investment management, sales activities and new client development. + Achieved additional ... Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California;...advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision… more
- TIAA (Durham, NC)
- **Wealth Management Advisor ** Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established ... you aspire to be, you will thrive as an Advisor at TIAA. * Deeply curious with a demonstrated...a demonstrated ability to uncover the needs of the client . * Giving and receiving constructive feedback are hallmarks… more
- Travelers Insurance Company (Raleigh, NC)
- …Imagine loving what you do and where you do it. **Job Category** Sales **Compensation Overview** The annual base salary range provided for this position is ... - $67,900.00 **Target Openings** 25 **What Is the Opportunity?** As an Insurance Advisor Trainee, you will learn to serve as a personal insurance advisor… more
- Wolters Kluwer (Raleigh, NC)
- …Customer Success Advisor is responsible for building and maintaining post sales strategic relationships with Enablon assigned accounts. This role will serve as a ... trusted advisor to accounts in complex industries, providing strategic vision,...Client Management: Proficiency in nurturing and maintaining deep client relationships, customer advocacy, and engagement within post- sales… more
- Thrivent Financial (Raleigh, NC)
- …contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have control over the income ... incentives based on your success. As a Thrivent Financial advisor , you will: + Build a financial practice guiding...to serve clients in your chosen community. + Make client appointments by leveraging your network and Thrivent's reputation,… more
- PNC (Raleigh, NC)
- …Credit Products, Customer Engagement, Decision Making, Financial Analysis, Identifying Sales Opportunities **Competencies** Business Acumen, Client Relationship ... contribute to the company's success. As a Treasury Management Advisor within PNC's Business Banking organization, you will be...existing clients in a book of business to grow sales , revenue and market share with relevant sales… more
- PNC (Raleigh, NC)
- …Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service, identifying sales ... to contribute to the company's success. As a Financial Advisor within PNC Wealth Management, you may be based...business partners as appropriate. + Acquires, expands and maintains client relationships through business development and client … more
- Bank of America (Raleigh, NC)
- Financial Solutions Advisor II - Raleigh/Durham Market Raleigh, North Carolina;Chapel Hill, North Carolina; Raleigh, North Carolina; Holly Springs, North Carolina; ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Raleigh/Financial-Solutions- Advisor -II Raleigh-Durham-Market\_25045053-1) **Job Description:** At Bank of America, we… more
- Kohl's (Cary, NC)
- About the Role As Beauty Advisor , you will drive sales through an authentic passion for beauty and engage clients by identifying their needs with a consultative ... approach and ensure an excellent overall client experience. You will maintain expert knowledge of top...by identifying their needs and suggesting products to drive sales , including the opportunity to upsell products + Demonstrate… more