- Percepta (Remote, OR)
- …and Client Services position will be responsible for acting as a trusted advisor to assigned clients and new prospects by demonstrating a deep understanding of ... Business Development and Client Services uses persuasive win themes and effective sales strategies to secure, retain and grow business.During a Typical Day, You'll… more
- Thrivent Financial (Portland, OR)
- Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing holistic purpose-based financial advice to clients, helping them ... advisor onboarding program. Job Description As a Thrivent Financial advisor , you'll: + Build a ...at thrivent.com/privacy. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and… more
- Bank of America (Lake Oswego, OR)
- …provide you with the necessary training and guidance through a defined path to become the financial advisor you want to be. You will have the opportunity to work ... Merrill Financial Solutions Advisor - Oregon &...licenses. * Has two years' experience working in the financial service industry and/or a sales environment… more
- TIAA (Portland, OR)
- …Management Advisor partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that ... **Wealth Management Advisor ** Supported with a robust array of resources...and organically growing their practice through referrals to deliver financial solutions that ignite the dreams of the people… more
- US Bank (Junction City, OR)
- …or equivalent work experience - Three to five years of experience in a financial sales position, preferably working with the affluent client segment - FINRA ... state insurance license Preferred Skills/Experience - Considerable knowledge in financial planning, including but not limited to goals based planning, asset… more
- PNC (OR)
- …Time Zone as the person will work 8 - 5 PST. As a Virtual Payment Advisor (VPA), you'll be part of a team of self-motivated, high achieving sales professionals. ... The ideal candidate will have a proven track record in Merchant Services sales and knowledge of Merchant Service products. Bilingual Spanish preferred but not… more
- Foresters Financial Services (Beaverton, OR)
- …financial advisors and financial institutions. Cetera is the second-largest independent financial advisor network in the nation by number of advisors, as ... Apply Description What we need: This role supports the Registered Financial Services Sales Representative's business with day-to-day administrative assistance… more
- ADP (Clackamas, OR)
- …Read on and decide for yourself.** In this role, you'll be a trusted advisor to our clients, using your HR experience, ADP product expertise, and consulting skills ... of increasing client satisfaction and retention. Works directly with the client or advisor and internal teams to oversee and bring resolution to complex client… more
- HUB International (Lake Oswego, OR)
- …with all lines of coverage and help you achieve your full potential as their insurance advisor . Through our Sales Enablement team, our producers are ... future that combines a diverse, challenging work environment with financial security and career satisfaction. **We are the perfect...others **Here's where you come in:** As a HUB Insurance Sales Producer, you will prospect for… more
- BMO Financial Group (Portland, OR)
- …customers and prospects. Understands the needs of BMO customers or prospects to provide sales and service in the best interests of the customer. Advises customers on ... products and strategies that meet their financial objectives. Identifies and makes referrals to other business...Identifies and makes referrals to other business groups. Supports sales and customer service activities to meet strategic customer… more
- Lincoln Financial Group (Salem, OR)
- …also lead the definition and execution of messaging, product positioning, content, sales enablement, and marketing campaigns. **What you'll be doing** + Develops and ... for use in new business and retention situations, as well as through sales and service collateral and industry promotion + Analyzes and develops complex performance… more
- BMO Financial Group (Portland, OR)
- …pricing, and services; links customer to business partner experts based on key financial decisions. + Achieves results and meets sales targets by acquiring ... Services is to help mass affluent clientele make real financial progress by understanding and planning for what comes...deliver the desired customer experience + Uses a consultative sales process to develop strong customer relationships; acts as… more
- BMO Financial Group (Lake Oswego, OR)
- …an outstanding and continuous record of significant revenue generation from sales and syndications. Ensures the required internal control standards, including ... Provides strategic input into business decisions as a trusted advisor . + Makes recommendations to senior leaders on strategy...expert on relevant regulations and policies. + Advises on sales strategy based on a deep understanding of the… more
- Morgan Stanley (Portland, OR)
- …and/or Experience:* * At least 4 or more years of experience as a Financial Advisor (with satisfactory production and compliance record), or comparable product ... *Accountability:* * Plays a leading role in the Market's financial and sales performance, including expense management...Health Savings Account, Dependent Day Care Savings Account, Life Insurance , Disability and Other Insurance Plans, Paid… more
- Astrix Technology (Salem, OR)
- …targets, and financial metrics - coordinating all activity across Astrix Sales and Astrix practice leads including SCS, LIS CRS, and Strategic sourcing as ... Status:** Exempt **ROLE** **SUMMARY** The Client Partner / Practice Sales Leader is responsible for the initial sale and...needed. + Employ a Trusted Advisor and strategic mindset and using consultative selling techniques,… more
- Marriott (Salem, OR)
- …Influencing technology strategy by providing strategic advice, being a trusted advisor to discipline partners for leveraging/customizing software to meet their ... into business strategies for the client organizations. * Solid understanding of IT financial structures and ability to manage to corporate financial processes… more
- Hologic (Portland, OR)
- …limited to Capital, Disposable, and Service product lines. + Develop trusted advisor level relationships with key customer contacts and decision makers. + Customer ... and grow business to meet corporate revenue goals. + Develop and manage sales funnel to analyze, track activity and provide accurate forecasts. + Support the… more
- Merck (Salem, OR)
- …networks, quality directors, service line leaders, pharmacy directors and financial directors. + .Conducts internal business strategy discussions and performance ... Oncology practice management such as payer initiatives, approved patient financial assistance offerings, Electronic Medical Record capabilities, and pathway… more
