- Sedaghat Agencies (Long Beach, CA)
- …most comfortable: their homes via Zoom Virtual Calls * Conduct Remote Client Consultations: Meet with clients (virtually) to understand their financial goals, assess ... provide information about different solutions. This involves explaining policy features, coverage options, and premium costs. * Provide Customer Service: Provide… more
- Macy's (Walnut Creek, CA)
- …part of what makes this such a special place to work. Job Overview As a Cosmetic Sales colleague, also known as a Beauty Advisor , your focus is to support the ... building a client base and nurturing strong client relationships in order to meet sales ...competitive pay and benefits. Enjoy comprehensive health and wellness coverage and a 401(k) match to invest in your… more
- JPMorgan Chase & Co. (New York, NY)
- …goals in the way that's best for them. As a Platform Solutions Internal Client Advisor within JP Morgan Asset Management's RIA channel, you will collaborate ... exceptional service to our clients and business partners. Our sales and client service teams, marketing support,...breaks through complexity and unlocks commercial growth Partner with Client Advisor to effectively manage territory with… more
- Express Employment (Bend, OR)
- …Bend, OR Job Type: Full-Time, Day Shift Job Description: Are you ready to take your sales career to new heights? Our client , a respected member of the Bend, OR ... community for 40 years, is seeking a highly motivated and results-driven Inside Sales Representative to join their dynamic sales team. As an integral part of the… more
- Citigroup, Inc. (Downey, CA)
- …Education: *Bachelor's/University degree or equivalent experience Job Family Group: Private Client Coverage Job Family: Financial Planning Services Time Type: ... the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global… more
- PNC Financial Services Group, Inc. (Nassau, NY)
- …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 Wealth Advisor within PNC Investments, you may be based in...internal business partners as appropriate. Acquires, expands and maintains client relationships through business development and client … more
- Citigroup, Inc. (New York, NY)
- …Education: Bachelor's/University degree or equivalent experience Job Family Group: Private Client Coverage Job Family: Financial Planning Services Time Type: ... the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global… more
- JPMorgan Chase & Co. (Jersey City, NJ)
- …offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial ... by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities Champion and support your teammates' success and… more
- JPMorgan Chase & Co. (New York, NY)
- …the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will provide client ... service, operational marketing and administrative support to Private Client Advisors within Wealth Management. Job responsibilities Support Advisors book of… more
- Edward Jones (La Grange Park, IL)
- …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
- Citizens Bank (Conshohocken, PA)
- …knowledge of market conditions and the client 's circumstances. The Virtual Financial Advisor strives to meet and exceed identified sales goals. The Virtual ... phone and video. The primary objective of this trusted advisor is to grow client assets, retain...on clients: Aspire to deliver world-class customer service Drive sales : Analyze the client 's investment needs and… more
- Fulton Bank (Bethlehem, PA)
- …funds, providing portfolio information and other requests. Collaborates with Financial Advisor (s) to prepare client meetings and presentations, including ... Advisor (s) with marketing efforts including seminars and other client facing events. Actively engages in available training/cross-training and educational and/or… more
- JPMorgan Chase & Co. (Irvine, CA)
- …in building that experience, this is the team for you. As a Personal Advisor , in JP Morgan's Wealth Management's National Branch Personal Advising group, you will ... appointments via video or phone, build a personalized financial plan for each client , and match clients with investment portfolios that are designed and managed by… more
- H&R Block (Livonia, MI)
- …transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we ... about their lives, careers, businesses and money, you'll build client relationships that will grow stronger every year. Joining...stronger every year. Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and… more
- World Insurance Associates LLC (Woonsocket, RI)
- …payroll & HR solutions. Employee Benefits Sales Producer - Employee Benefits Client Advisor Position Overview World's Client Advisors bring risk ... highest levels of discretion surrounding sensitive information Compensation As a World Insurance Client Advisor , your compensation is tied to your effort and… more
- PIMCO (Austin, TX)
- … to our clients. Position Description We are seeking to hire an experienced sales professional to join the firm's Private Client Group (PCG), within the ... regulatory requirements. Provide feedback to PIMCO management on product demand, sales trends, and client satisfaction as appropriate. Qualifications Bachelor's… more
- HOYA Vision Care (Lewisville, TX)
- …achieving established sales performance and territory metrics Developing a trusted advisor relationship with the ECP to help them not only grow their branded ... Job Description The Territory Sales Manager is responsible for achieving sales...Demonstrated presentation and communication skills. Customer service experience or client relations strongly preferred. Must have a valid driver's… more
- Porsche (Atlanta, GA)
- …clients in the automotive and manufacturing sectors. Serve as a trusted advisor , understanding client challenges and recommending tailored solutions, with a ... Create high-impact PowerPoint presentations to effectively communicate value propositions, sales strategies, and client -specific solutions. Ensure presentations… more
- Frontall USA (San Diego, CA)
- About the job Senior Sales Account Executive - San Diego, CA About the client : They are a global logistics and freight forwarding company that acts as an ... services to our clients. About the Role: As a Sales Account Executive, or officially designated Logistics Consultant, you...needs of prospective clients and perform as a trusted advisor for their forwarding needs. Key Responsibilities: Seek out… more
- Meron Financial Agency (Minneapolis, MN)
- …and support *Partnered with top-rated carriers to offer clients the best coverage *A team-driven culture that rewards effort with high commissions and leadership ... opportunities Client Acquisition: *Exclusive, high-intent leads provided-no cold calling required...weekly *Ongoing training and mentorship to ensure your success Advisor Compensation: *Earn $1,000+ per issued policy *Commissions start… more
