- UMB Bank (Montpelier, VT)
- ** RETIREMENT CLIENT ADVISOR -DALLAS-FT. WORTH METROPLEX** The Retirement Client Advisor generates new business opportunities and manages a ... unparalleled customer experience while managing a book of business and building client relationships. + Partners with UMB Portfolio Management and Research to fully… more
- Edward Jones (Swanton, VT)
- …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...clients to help them achieve their long-term financial goals: retirement , building wealth, estate strategies, funding education and more.… more
- TD Bank (Burlington, VT)
- …this role. **Line of Business:** TD Wealth **Job Description:** The Transitional Financial Advisor (TFA) role is a three-year program with a draw, for financial ... financial goals and making investment recommendations aligned to their client 's goals. The role will serve as the central...plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex… more
- Travelers Insurance Company (Montpelier, VT)
- …- $67,900.00 **Target Openings** 25 **What Is the Opportunity?** As an Insurance Advisor Trainee, you will learn to serve as a personal insurance advisor ... In this role, you'll learn to manage inbound business opportunities and maintain client communication via outbound calls and emails until the sale is finalized. You… more
- Travelers Insurance Company (Montpelier, VT)
- …Do: Transform how people protect what matters most! As an Insurance Advisor Trainee, you'll become a trusted sales consultant helping customers nationwide find ... in making you an expert -Real Impact from Day One: manage your client relationships and close deals -Master Consultative Selling: no pushy tactics, just genuine… more
- NBT Bank (Burlington, VT)
- …Registered Investment Advisor (RIA) Tasks Performed: + 40% Conducts regular client review meetings to uncover additional investment and insurance needs and to ... referrals to branch or to other business partners. Monitors client investment performance and makes appropriate recommendations. Education and Experience:… more
- UNUM (Montpelier, VT)
- …provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout life's moments. And this starts with ensuring ... Minimum starting hourly rate is $22.00 The Customer Benefit Advisor (CBA) I is the entry level in a...performance-based incentive plans, paid time off, and a 401(k) retirement plan with an employer match up to 5%… more
- Kohl's (South Burlington, VT)
- 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...Protection Plans, Critical Illness Plans and more), SAVINGS & RETIREMENT BENEFITS (401k, Flexible Spending Accounts and associate discount… more
- Edward Jones (Essex Junction, VT)
- …Team Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call on the ... them coming a mile away. You and your financial advisor are essential in working together to help your...clients. Our BOAs are a valued part of the client support team, and we credit much of our… more
- Concentrix (Montpelier, VT)
- …build new client relationships of trust and become a trusted advisor . - Excellent problem-solving and conflict-resolution abilities. - Ability to analyze data ... as a result. - Proactively generates and builds new client relationships from qualification to close. - Demonstrates a...practices and disciplines of the company. Acts as an advisor and coach internally to develop win strategy through… more
- Kyndryl (Montpelier, VT)
- …experience functions across the enterprise. + Build and maintain deep relationships with client CXOs, becoming the 'go-to' trusted advisor to senior executives ... in driving profitable growth, leveraging our comprehensive capabilities to build strong client relationships, and leading your team to success. This role demands a… more
- Kyndryl (Montpelier, VT)
- …client CXOs and be seen as the 'go to' person and a trusted advisor by senior executives + Leading C-level client interactions and consulting initiatives, ... in driving profitable growth, leveraging our comprehensive capabilities to build strong client relationships, and leading your team to success. This role demands a… more
- Kyndryl (Montpelier, VT)
- …client CXOs and be seen as the 'go to' person and a trusted advisor by senior executives + Leading C-level client interactions and consulting initiatives, ... role in driving profitable growth, leveraging our comprehensive capabilities to build strong client relationships, and leading a team to success. This role demands a… more
- Norstella (Montpelier, VT)
- …Panalgo's RWE platform, IHD, among our clients. You'll act as a trusted advisor to senior-level stakeholders, understanding their complex needs, and helping them to ... long-term relationships with senior-level executives, including C-level, ensuring high client satisfaction and engagement with Panalgo's offerings. This includes… more
- ADP (VT)
- …business report identifying potential business and activities necessary to close client accounts. + **Market - Conduct Market Research.** You'll develop prospective ... client sources utilizing various communication mediums, including personal contact...+ **Collaborate** **Daily.** You will serve as a trusted advisor , partner, and ADP ambassador to your clients, internal… more
- Norstella (Montpelier, VT)
- …specialization to meet the high demands of our biopharmaceutical and life sciences client base. You will join a high-performing team empowered to work creatively to ... insights and drive evidence-based decision-making. * Serve as the strategic advisor to clients, guiding them through nuanced challenges by providing actionable… more
- Norstella (Montpelier, VT)
- …informed. + Act as a senior point of contact and trusted advisor to clients throughout implementation, building long-term relationships and driving satisfaction and ... retention. + Lead governance meetings, executive readouts, and client workshops; provide strategic insight and ensure alignment across...Benefits * Basic Life and AD&D Benefits * 401k Retirement Plan with Company Match * Company Paid Short… more
- NTT America, Inc. (Montpelier, VT)
- …balance speed, cost, power access, and risk. + Serve as a strategic advisor within the Global Development, Investment, and Product teams, providing deep regional ... insurance, short-term and long-term disability, flexible spending account, and 401k retirement plan to create a rich Total Rewards package. **Workplace type**… more
- American Express Global Business Travel (Montpelier, VT)
- …messaging (chat), e-mail, and/or back office systems + Act as a trusted advisor by using travel expertise to proactively provide advice and selling additional ... and ticketing rules for car, air, and hotel + Passion for excellence in client service, including proactive anticipation of needs + Native GDS expertise (Sabre) +… more
- NTT America, Inc. (Montpelier, VT)
- …+ Follows procedure when methods for solutions need to be selected. + Acts as advisor to meet schedules or when technical issues need to be resolved. + Demonstrates ... insurance, short-term and long-term disability, flexible spending account, and 401k retirement plan to create a rich Total Rewards package. **Workplace type**… more