- Lendmark Financial Services, LLC (Grove City, OH)
- … loan solutions. This position focuses on building a customer base through sales , loan extension and merchant referrals. Role success will be based on ... pet insurance as well as other ancillary insurance options. GENERAL SUMMARY: The Loan Consultant I provides exceptional customer experience while providing personal… more
- Fidelity TalentSource LLC (Merrimack, NH)
- …and alternatives investment teams.Build and maintain strong dealer relationships ( sales , trading, and syndicate).Represent the trading desk in periodic team ... investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a… more
- Fidelity TalentSource LLC (Jersey City, NJ)
- …a dynamic and results-driven professional to join our team as the Head of SaaS Sales in Saifr. In this role, you will be responsible for leading and growing our ... SaaS sales division, driving revenue, and encouraging client relationships. If...giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop… more
- Percepta (Tempe, AZ)
- At Percepta, we bring first-class service across each market we support. As a Sales Guide onsite at Rio Salado Parkway in Tempe, AZ, you'll be a part of creating and ... part of a unique culture.What You'll Be Doing The Sales Guide builds and maintains trust as a skilled...ensuring the customer is set up successfully in their loan .During a Typical Day, You'llDuties and Responsibilities * Provide… more
- Percepta (Melbourne, FL)
- …issues, including answering questions on underwriting procedures and reviewing important account documentation relative to their loan . This role will require the ... At Percepta, we bring first-class service across each market we support. As a Sales Guide on-site in Melbourne, Florida, you'll be a part of creating and delivering… more
- Percepta (Tempe, AZ)
- At Percepta, we bring first-class service across each market we support. As a Sales Representative working onsite at Rio Salado Pkwy in Tempe, AZ, you'll be a part ... the satisfaction of being part of a unique culture.The Sales Representative builds and maintains trust as a skilled...ensuring the customer is set up successfully in their loan .During a Typical Day, You'llProvide an exceptional customer experience… more
- Amerant Bank (Fort Lauderdale, FL)
- …lending and credit experience, analyzing financial statements, reviewing loan documentation and administrationSuccessful track record in sales and business ... of servicing, maintaining, developing new relationships, increasing the deposit and loan portfolio, increasing bank revenues and identifying current and potential… more
- Zing Credit Union (Denver, CO)
- …but not limited to; number of transactions, volume, staff errors, staff and loan sales , business development activities, deposit growth, new accounts, and ... providing quality service to members in the areas of account transactions, loan applications, new accounts, and solving problems within established policies and… more
- Fidelity TalentSource LLC (Merrimack, NH)
- …-TARGET COMPENSATION FOR ROLE= $175K The Team Fidelity Workplace Investing Sales is a collaborative, conscientious, fast-moving and exciting environment. We serve ... role you will have direct responsibility for working with a team of top-tier sales professionals to help bring the value of Fidelity s retirement solutions to our… more
- Truliant Federal Credit Union (Greenville, SC)
- …efforts in alignment with established outreach and productivity goals.Follows the sales process and procedures as established through the TFA program.Follows the ... the broker-dealer CRM and processing system for all business-related activity documentation . Other Duties and ResponsibilitiesAssists with other tasks and projects… more
- Fidelity TalentSource LLC (Merrimack, NH)
- …BringOutstanding customer relations experience as well as an understanding of a sales process, including customer calling and working with warm leadsKnowledge or ... experience in sales or the consultative relationship processDemonstrate accountability and a...are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance,… more
- Fidelity TalentSource LLC (Los Angeles, CA)
- …90 days of hire2+ years of experience in a customer service or sales role preferredKnowledge of tax exempt retirement products and services highly desirablePrevious ... charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your… more
- Fidelity TalentSource LLC (Chappaqua, NY)
- Job Description:It's said that the key to a successful sales strategy is to sell yourself, sell your company, and sell your product. With a focus on employee ... that you have at least five years in financial sales roleWe believe that three or more years of...giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop… more
- Fidelity TalentSource LLC (Denver, CO)
- …and practice management techniques.The Expertise We re Looking ForWe ask that you have sales experience in the financial service industryWe require a Series 7 & 63 ... of Your RoleOur vision for the Regional Planning Consultant is to develop sales associates through collaboration and mentoring, to ensure they possess the skills… more
- Fidelity TalentSource LLC (Brea, CA)
- …ForA college degree is encouraged yet not requiredWe feel customer service, sales , phone or financial services experience will prepare you for this roleBanking, ... BringSuperb interpersonal skills and passion to engage with customersAn aptitude for sales to dedicatedly identify leadsRemarkable attention to detail and ability to… more
- Fidelity TalentSource LLC (Smithfield, RI)
- …issues.\u00A0 This team works together to support the intermediary and institutional sales teams.You will interact with product, portfolio management, sales , ... will play an important role in advising Fidelity leaders, investment, compliance and sales professionals.\u00A0 Your role will be critical to the smooth intake and… more
- Fidelity TalentSource LLC (Smithfield, RI)
- …\u00A0The Value You DeliverProviding day-to-day support to the Custody segment sales , relationship management, and client experience teams, as well as longer ... within Fidelity, including product, client experience, risk, compliance, finance, sales , technology, and marketingWorking and collaborating with the FI/FBOT Legal… more
- Fidelity TalentSource LLC (Tukwila, WA)
- …the ability to present regular investment updates to clients and associates.Successful sales history in the fiduciary planning and asset management business and ... charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your… more
- Creative Financial Staffing (Chapel Hill, NC)
- …and guests, foster a positive workplace culture, and drive towards achieving sales revenue goals and profitabilityYou'll oversee all aspects of accounting, including ... excellence.-Conduct pricing and room analysis to inform strategic decisions.-Oversee loan servicing and reporting to banking institutions.-Ensure accuracy in… more
- Fidelity TalentSource LLC (Chicago, IL)
- …the firm s effort to construct and lead high quality, diversified senior loan portfolios that exceed market risk-adjusted returns, and evaluation and execution of ... company s historical and present financial condition, products and/or services, sales and marketing strategies, customer and supplier base, industry dynamics,… more
