- PNC (Toledo, OH)
- …of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and ... Retention, Effective Communications, Interpersonal Relationships, Managing Multiple Priorities, Prospecting., Sales Tasks And Activities, Selling. **Work Experience** Roles at… more
- Truist (Cleveland, OH)
- …relative to sales and relationship management in the Wealth Brokerage/Advisory industry . 3. Financial Industry Regulatory Authority (FINRA) series 7, 66 (or ... the Regional Director to provide education and options for succession planning and book transitions to Advisors. 18. Effectively partner with National Sales to… more
- Vaco (Columbus, OH)
- …the #1 Best Staffing Firm to Work for in North America by Staffing Industry Analysts (Category: 500+ Employees) + An Inc. 5000 fastest growing private company in ... implementation. As Director of Business Development Manager and experienced sales leader, you will work with high caliber Recruiters...notes, and information vital to managing and growing a book of business as well as planning daily activities.… more
- Fiserv (Columbus, OH)
- …and/or sales to C-Level executives within the financial services industry . + 8+ years of experience in professional communication including verbal, written, ... high levels of performance in the following areas: + Sales of add-on products and services + Consult with...managing a mid-market (>$10B) to large (>$100B) financial institutions book of business related to digital product / service… more
- Thrivent Financial (Maumee, OH)
- …their first opportunity, career changers, and professionals currently working in the financial industry , with the goal of joining the team as a financial advisor ... + Resident state Life, Health and Annuity + Securities Industry Essentials + Series 6/63 or 7/66 (7/63 and...expect After licensing and training, you'll start building your book of business with the ultimate goal of joining… more
- The Davey Tree Expert Company (North Royalton, OH)
- …situations. **Responsibilities:** * Manage and monitor daily operations and assigned book of business to ensure client expectations and contract specifications are ... strategies to achieve new contracts, contract enhancements, and renewal sales goals. * Build and maintain a network of...maintenance schedules. * Pursue professional development in the horticultural industry and stay current on industry events… more
- Carrols Corporation (Bellevue, OH)
- …training our management teams to be leaders in today's quick-service restaurant industry . This positions them for exceptional career advancement. Our experience has ... Corporation has over a 55-year history of success in the quick-service restaurant industry . The talent, vision, and hard work of our people measures our success.… more
- Cabela's (Columbus, OH)
- …accurate, up-to-date inventories. This position assists in making used firearm sales through customer interaction via e-mail, mail, telephone and personal contact. ... purchases used firearms, acquire used firearms into the bound book , and ensures proper payment to the customer. +...to the customer. + Assists in making used firearm sales through customer interaction via e-mail, mail, telephone and… more
- KeyBank (Brooklyn, OH)
- …solutions to attract, retain and grow clients. Actively assists Institutional Advisors sales team with trust and agency accounts, in accordance with established ... from home. **Trust Administration & Support** + Actively assists Institutional Advisors sales team with a proactive and disciplined approach + Responsible for… more
- Fifth Third Bank, NA (Cincinnati, OH)
- …Series SIE, 6, 63, 65 and insurance licenses required + Experience in a sales environment required; experience in financial industry a plus + Demonstrated ... solutions that span across the customer's lifecycle by utilizing our consultative sales and service process. Responsible and accountable for risk by openly… more