- 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
- Truist (Birmingham, AL)
- …with carriers on both new and renewal business. Support Producers in sales activities, as requested. Build and grow relationships with clients, carrier ... relationships by phone, email, and in person. 18. Assist Producers in sales efforts, including responding to Requests for Proposals and participating in prospect… 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