- Truist (Birmingham, AL)
- …and marketing new products to existing clients. Successfully participate in the sales management process, which includes, but is not limited to, the delivery ... behaviors, support of the Truist segmentation models, full use of the automated sales process and support of referral processes and guidelines. Monitor, maintain and… more
- Bank of America (Birmingham, AL)
- …licenses** + Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded + Minimum of one year ... to partner and promote lead generation + Experience balancing investment management, sales activities, and new client development + Strong computer skills and the… more
- Bank of America (Birmingham, AL)
- …partner and promote lead generation. + Experience balancing investment management, sales activities and new client development. + Achieved additional professional ... such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). + Possess excellent communication skills, both written and verbal… more