- Golden Reserve LLC (Hendersonville, PA)
- …deliver the leads - we expect you to win and convert them into clients . Service : provide excellent customer service to your existing clients . Commitment : we ... our new way of approaching financial services and our sales systems and training If you want to help...our company's culture and mission - Fire Your Financial Advisor ( www.fireyourfinancialadvisor.com ). You can also learn more… more
- Empower (San Francisco, CA)
- …more customers achieve financial freedom. Empower Yourself. The Retirement Plan Advisor assists individuals in achieving a successful retirement and planning their ... analytical thinking to lead impactful conversations with participants, meets client service level agreements and achieves annual targets as assigned. This position… more
- Citizens (Boston, MA)
- …This role will require a holistic delivery, in a virtual capacity, of outstanding service and sales solutions to meet clients' financial needs and goals. The ... The Virtual Financial Advisorstrives to meet and exceed identified sales goals. The Virtual Financial Advisor will...include Focus on clients: Aspire to deliver world-class customer service Drive sales : Analyze the client's investment… more
- Unknown (Newport Beach, CA)
- Senior Wealth Advisor About the Company Fast-growing independent investment advisory firm Industry Investment Management Type Privately Held About the Role The ... Company is in search of a Senior Wealth Advisor to join their team. The successful candidate will...developed from custodial referral channels. This role is not sales -based and does not require a portable book of… more
- Empower (Tempe, AZ)
- …competitive incentive compensation on top of the base pay. The Wealth Solutions Advisor at Empower works with individual consumers in our Investor Services segment ... financial goals and consolidate assets with Empower. The Senior Financial Advisor utilizes proper licensing, certifications, and industry leading financial tools to… more
- USAA (Phoenix, AZ)
- …to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the ... a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what… more
- USAA (Phoenix, AZ)
- …to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the ... a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what… more
- USAA (Phoenix, AZ)
- … Representative, you'll work within defined guidelines and framework, to provide customer service , sales , and retention activities for one or more of USAA's ... service experience in insurance, financial services and/or relevant direct customer service and/or sales experience Ability to prioritize and multi-task,… more
- Midland States Bank (Chicago, IL)
- …about this position below, then hit the apply button. Position Title: Wealth Advisor Locations: Chicago_IL Time Type: Full time Req ID: JR1041-Chicago_IL At Midland, ... Salary Range: $103,700 - $138,200+ annually Position Summary The Wealth Advisor provides investment recommendations and advice to perspective and current clients.… more
- ALPCO (CA)
- …in a fast-paced environment. This role combines technical field service expertise with applications and customer-facing scientific support, ensuring customers ... their workflows. The Field Applications Specialist will serve as a trusted advisor to clinical, academic, and pharmaceutical customers, functioning as both a… more
- Hajoca Corporation (Tulsa, OK)
- …each local marketplace. Hajoca is one of those trade names and is looking for a Sales & Service Representative at their Tulsa, OK location. Do you take pride in ... service -oriented? Do you have the determination to close sales and build lasting relationships with new and existing...sales with existing customers and become their trusted advisor . * Generate sales leads that develop… more
- Unknown (Indianapolis, IN)
- …to achieve and improve sales effectiveness. The VP will also serve as a sales advisor , guiding prospects through all phases of the sales process and ... Vice President of Franchise Sales About the Company Full- service luxury real estate brokerage Industry Real Estate Type Privately Held Founded 2011 Employees… more
- Unknown (Atlanta, GA)
- Vice President of Sales About the Company Dynamic software development firm specializing in offshore services & independent software testing Industry Computer ... Company is in search of a Vice President of Sales to spearhead its expansion in the US. This...long-term growth. The ideal candidate will be a consultative advisor , adept at creating urgency, mapping value, and earning… more
- Unknown (Chicago, IL)
- …providing field sales coverage to various intermediary clients in the advisor marketplace, with a focus on underpenetrated and underserved parts of the market. ... at analyzing sales data, managing a budget, and making recommendations to enhance sales and client service . Travel Percent 80% Functions Sales /Revenue more
- Hajoca Corporation (Greenville, OH)
- …to grow sales with existing customers and become their trusted advisor . * Identify opportunities for value-added services and articulate our solutions. * ... and other management as required. About You: * Experience in customer service or inside sales * Knowledge of products sold in the Profit Center preferred Our… more
- Hajoca Corporation (Salt Lake City, UT)
- …to grow sales with existing customers and become a trusted advisor . * Identify opportunities for value-added services and clearly articulate solutions. * ... weekly, and monthly reports as needed. About You: * Experience in customer service or inside sales * Knowledge of products sold in the Profit Center preferred *… more
- Unknown (Oklahoma City, OK)
- …Industry Computer Software Type Privately Held Founded 1997 Employees 201-500 Specialties service advisor & tech management service pricing effective ... and the management of a sales team to carry out sales and service initiatives. Qualified candidates for the Market President position at the company should… more
- Unknown (Boston, MA)
- …Industry Computer Software Type Privately Held Founded 1997 Employees 201-500 Specialties service advisor & tech management service pricing effective ... and the management of a sales team to carry out sales and service initiatives. Qualified candidates for the Market President position at the company should… more
- Heritage Bank (Bellevue, WA)
- …all lines of business within the Bank to build a trusted and productive sales and service referral process. Effectively evaluate and manage each client ... and services to clientele while serving as a trusted advisor . This position will also have responsibility for underwriting,...The successful candidate will be able to: Establish and service a sound loan portfolio by cultivating new and… more
- USAA (Charlotte, NC)
- …to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the ... where our core values - honesty, integrity, loyalty and service - define how we treat each other and...workforce planning with association strategy. Serve as a strategic advisor to senior leaders, influencing decisions through data and… more
