- Intuit (Raleigh, NC)
- …- Seasonal Local Service Expert, you will serve as a trusted advisor , empowering customers to achieve positive financial outcomes while supporting Intuit's mission ... clients. Additionally, you will play a key role in growing TurboTax's client base within the local community, establishing long-term relationships, and driving… more
- PEAK Technical Staffing USA (Cary, NC)
- …solutions for clients across all market sectors. You will also collaborate with Client Account Managers and sales professionals on pursuits of strategic ... Our client is a top rated Engineering firm seeking...Other responsibilities will include strategy formation, business development, and sales as we expand our energy transition portfolio. Your… more
- Hendrick Automotive Company (Durham, NC)
- …Essential Duties and Responsibilities include the following: + Meets dealership sales goals. + Greets customer and determines make, type, and quality ... Suggests optional equipment for customer to purchase. + Computes and quotes sales price, including tax, trade-in allowance, and discount. + Completes paperwork… more
- Travelers Insurance Company (Raleigh, NC)
- …You'll Do: Transform how people protect what matters most! As an Insurance Advisor Trainee, you'll become a trusted sales consultant helping customers nationwide ... and where you do it. **Job Category** Customer Service, Sales **Compensation Overview** The annual base salary range provided...an expert -Real Impact from Day One: manage your client relationships and close deals -Master Consultative Selling: no… more
- Truist (Raleigh, NC)
- …continuing education requirements are met where needed + 8 or more years of sales and client management experience in Wealth Management and a demonstrated ... review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth...CPWA and CPA + 5 or more years of sales and client management experience in the… more
- Kyndryl (Raleigh, NC)
- …communities. **The Role** Skytap, a Kyndryl company, is seeking a Customer Technology Advisor to become an integral part of our cutting-edge Go-To-Market team. As a ... expectations. In this role, you won't just be another advisor ; you will be a trusted ally and visionary,...you will support Consulting, Advisory, and Architecture activities across Sales , Pre- Sales & Delivery, collaborating closely with… more
- TIAA (Durham, NC)
- **Wealth Advisor ** Supported with a robust array of resources and solutions, The Wealth Advisor is part of a team who partners with clients to identify their ... them work towards well defined financial objectives. The Wealth Advisor partners with their team to grow their collective...with their team to grow their collective book through client referrals. **Key Responsibilities and Duties** + Manages time… more
- Bank of America (Raleigh, NC)
- …to partner and promote lead generation. + Experience balancing investment management, sales activities and new client development. + Achieved additional ... Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California;...advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision… more
- TIAA (Durham, NC)
- **Wealth Management Advisor ** Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established ... you aspire to be, you will thrive as an Advisor at TIAA. * Deeply curious with a demonstrated...a demonstrated ability to uncover the needs of the client . * Giving and receiving constructive feedback are hallmarks… more
- Travelers Insurance Company (Raleigh, NC)
- …Imagine loving what you do and where you do it. **Job Category** Sales **Compensation Overview** The annual base salary range provided for this position is ... - $67,900.00 **Target Openings** 5 **What Is the Opportunity?** As an Insurance Advisor Trainee, you will learn to serve as a personal insurance advisor… more
- Wolters Kluwer (Raleigh, NC)
- …Customer Success Advisor is responsible for building and maintaining post sales strategic relationships with Enablon assigned accounts. This role will serve as a ... trusted advisor to accounts in complex industries, providing strategic vision,...Client Management: Proficiency in nurturing and maintaining deep client relationships, customer advocacy, and engagement within post- sales… more
- PNC (Raleigh, NC)
- …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 Financial Advisor within PNC Wealth Management, you may be based...business partners as appropriate. + Acquires, expands and maintains client relationships through business development and client … more
- Thrivent Financial (Raleigh, NC)
- …contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have control over the income ... incentives based on your success. As a Thrivent Financial advisor , you will: + Build a financial practice guiding...to serve clients in your chosen community. + Make client appointments by leveraging your network and Thrivent's reputation,… more
- Bank of America (Raleigh, NC)
- Financial Solutions Advisor II - Raleigh/Durham Market Raleigh, North Carolina;Chapel Hill, North Carolina; Raleigh, North Carolina; Holly Springs, North Carolina; ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Raleigh/Financial-Solutions- Advisor -II Raleigh-Durham-Market\_25032094) **Job Description:** At Bank of America, we… more
- Kohl's (Knightdale, NC)
- About the Role As Beauty Advisor , you will drive sales through an authentic passion for beauty and engage clients by identifying their needs with a consultative ... approach and ensure an excellent overall client experience. You will maintain expert knowledge of top...by identifying their needs and suggesting products to drive sales , including the opportunity to upsell products + Demonstrate… more
- H&R Block (Raleigh, NC)
- …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
- H&R Block (Raleigh, NC)
- …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 ... decisions about their lives, careers, and money, you'll build client relationships that will grow stronger every year. Joining...clients + Tax planning and audit support experience + Sales and/or marketing experience What you'll bring to the… more
- Adecco US, Inc. (Morrisville, NC)
- …motivated Technical Client Specialist to join the North America Technical Sales team, focusing on PC devices powered by Qualcomm technology. This role involves ... and RFPs. . **Training and Development:** Provide training on Qualcomm solutions to All Client Sellers, Sit with Inside Sales B6 and lead technical training for… more
- Acxiom (Raleigh, NC)
- …services. + Drive revenue growth, maintain run rate and profitability targets, and achieve sales goals for the client and partner growth motions + Oversee ... Are you passionate about building strong, consultative client relationships and driving business growth? This is a role for a collaborative, strategic client … more
- First Horizon Bank (Raleigh, NC)
- …The Wealth Management Client Specialist will be actively involved in supporting advisor (s) through a full service platform. Assists in achievement of sales ... relationship building, referral source management, technical, and interpersonal skills. The Client Specialist helps gauge and enhance client satisfaction and… more
