- Kestra Financial (Cypress, TX)
- …Essential Duties and Responsibilities + Supports Lead Advisor of a large book of business, including managing client needs regarding service, asset allocation, case ... and sales efforts on behalf of the firm; not required to build own book of business nor develop new prospects + Commitment to culture requires a demonstration… more
- Kestra Financial (Fort Worth, TX)
- …Essential Duties and Responsibilities * Supports Lead Advisor of a large book of business including managing client needs regarding service, asset allocation, case ... sales efforts on behalf of the firm; not required to build own book of business * Commitment to culture requires a demonstration of professionalism, accountability,… more
- American Express Global Business Travel (Austin, TX)
- …and pro-actively anticipate traveler needs to sell additional services + Arrange and book domestic and international business travel, in a variety of complexity, for ... act on special customer requests + Prevent fraudulent callers from trying to book trips afterhours by following our security protocols. + Collaborate within your… more
- PennyMac (Carrollton, TX)
- …SLAs and turn times on all loans in the assigned pipeline + Conduct quarterly book reviews and loan level file review to senior leaders and senior management + ... Perform other related duties as required and assigned + Demonstrate behaviors which are aligned with the organization's desired culture and value What You'll Bring + Bachelor's degree or higher in Business Administration, Finance or related field or applicable… more
- Wells Fargo (Austin, TX)
- …Fargo (wellsfargojobs.com) **In this role, you will:** + Administer a book of fiduciary relationships within a team-based environment, including analyzing trust ... and estate documents, implementing client estate plans, and ensuring client accounts are managed in accordance with sound fiduciary principles and applicable law. + Engage clients, advisors and internal partners to deliver a high-touch client experience within… more
- Lamar Advertising Company (Tyler, TX)
- …+ No commission cap, so earning potential is unlimited as you grow your book of business! + Monthly auto and cell allowances for work-related expenses **What can ... you expect from us?** + Comprehensive training program with opportunities to participate in our corporate-hosted Lamar Sales School + Multiple medical plan options and a health savings account + Hospital, Accident, and Critical Illness coverage + Dental and… more
- Humana (Fort Worth, TX)
- …the opportunity to impact your own earning potential through sales and building a book of business within your assigned territory. **What You'll Do in This FIELD ... Based Role:** + **Deliver** : Build trust and educate individuals on Humana's Medicare Advantage plans and additional offerings like Life, Dental, Vision, and Prescription coverage. + **Differentiate** : Create meaningful, face-to-face connections through… more
- Nuveen Investments (TX)
- …suite of lifetime income solutions and services. + Supports consultant requests for book of business level information, insights, trends, and data as needed. + ... Ensures compliance with policies, procedures, and industry/regulatory requirements; anticipates and works proactively to address consultant needs. + Obtains and documents individual field adviser product preferences, biases, and/or tendencies. + Develops and… more
- Thrivent Financial (San Antonio, TX)
- …8 weeks. What you can expect After licensing and training, you'll start building your book of business with the ultimate goal of joining the sponsoring team in the ... traditional financial advisor role within three months to three years. During this period, typical activities include: + Meeting with potential clients to build genuine, long-term relationships based on shared values and goals. + Empowering clients to make… more
- Resideo (Irving, TX)
- …and assisting in account management to maximize revenue & gross margin on assigned book of business. 3. Prepare and manage quotes, proposals, and business reviews to ... support the sales process. 4. Conduct customer research to identify opportunities for deeper engagement and account growth (eg cross sell, margin expansion, revenue growth) 5. **Sales Operationsl Excellence** 6. Manage Salesforce data, including account… more