- American Heart Association (Dallas, TX)
- …Heart Association, your contribution matters, and so does your career. We're hiring a Prospect Research Consultant in our SouthWest region. This role will ... be responsible for prospect research for the region. As well as identify leads, receive leads, and research prospects through exploration and analysis of all… more
- Mill Creek Residential (Dallas, TX)
- …role, or another role and make your mark at Mill Creek._** The Leasing Consultant position is the primary point of contact for residents and prospective residents. ... service and demonstrating sales excellence are essential. The Leasing Consultant will guide prospects in choosing new and exciting...results in a timely manner + Manage and convert prospect leads into leases to achieve leasing goals. Follow… more
- BMO Financial Group (Dallas, TX)
- …+ Provides assistance to the team in pre-sales such as pitch preparation and client research and preparation of prospect and client files for action by the Sales ... to validate client holdings, pricing, and volumes. + Provides research and data gathering to sales team to facilitate...gathering to sales team to facilitate solution to the client's/ prospect 's business and needs. + Assists with sales and… more
- Charles Schwab (Westlake, TX)
- … research + Scheduling clients with their dedicated Portfolio Consultant for ongoing consultation regarding risk tolerance, asset allocation, advice strategy ... needs. After setting realistic expectations with the client or prospect , the Schwab Financial Planner prepares and presents a...that an accurate final plan is delivered to each client/ prospect in a timely manner. + Extensive knowledge and… more