- Truist (Nashville, TN)
- …of America) **Please review the following job description:** JOB SUMMARY Provide consultative, sales and technical support to one or more Financial Advisors, ... research, account problems, etc. 4. Provide client relationship management support , including ongoing counsel and advice, relationship reviews and client… more
- HUB International (Erie, PA)
- …building success by developing relationships with others **About this job:** The Consultant will provide strategic account management and brokerage services to ... involving leveraging individuals appropriately in service related activities to support client needs. In general, the Consultant ...Executives, if assigned on clients, serving as HUB's primary consultant to the client. The Sales Executive… 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
- TIAA (Frisco, TX)
- **Client Outreach Retention Consultant (T)** The Client Outreach Retention Consultant is a training position that works with clients who have indicated intent to ... prior to the beginning of the Client Outreach Retention Consultant role and based on the duties of the...**Required:** 2 + years of financial services, wealth and/or brokerage experience Series 6 or 7; Series 63 Life… more
- HUB International (Wilmington, MA)
- …regional culture. We currently have an opportunity for a **Senior Underwriting Consultant ** . The Senior Underwriting Consultant identifies, reviews, evaluates ... prospects based in HUB International's New England Region. 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
- 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
- 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
- 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
- WTW (Chicago, IL)
- …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
- 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 (Austin, TX)
- …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
- 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
- Anywhere Real Estate (Chicago, IL)
- …territory **:** (WI, IA, IL, MI, IN, OH & KY). **Who you are:** + ** Sales Consultant :** Ownership of the designated market including franchise sales prospect ... Our Franchise Group delivers value to agents and brokers through powerful marketing, sales support systems, training, mentorship, and tools & technology that… more
- Anywhere Real Estate (Charlotte, NC)
- …& Development Team. Drawing from your extensive experience as a real estate sales practitioner and brokerage leader, you will offer valuable insights, best ... to foster business growth and scalability. As a seasoned consultant , trainer, and compelling speaker, you will deliver tailored...practices, and hands-on guidance to support the professional development of affiliated leaders and agents.… 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 (Williamsport, PA)
- …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
- 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