- PNC (Houston, TX)
- …Description** + Handles relationship management activities with new and/or existing clients in a book of business to grow sales , revenue and market share with ... network of internal and external relationships, such as community and industry relationships, to actively acquire new clients and/or expand existing clients… more
- Anywhere Real Estate (San Antonio, TX)
- …with Better Homes and Gardens Real Estate franchisees within a defined territory (the " Book of Business"). The focus of this role is on three primary pillars: ... engagement. + Lead field support by partnering with Franchise Sales to evaluate and prioritize markets, develop growth strategies,...and approval + Develop and conduct virtual sessions on industry and brand topics. + Manage compliance and handle… more
- UMB Bank (Lubbock, TX)
- …Personal Banker, you'll receive extensive training on UMB's products and services, the sales process, and offering financial solutions. You can also expect to work ... credit, unsecured personal loans, auto loans and mortgage referrals + Creating sales opportunities and growing UMB's customer base by applying keen product knowledge… more
- Bank of America (Houston, TX)
- …in lieu of 66) licenses** + Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded + Minimum ... a client's investor profile and financial resource objectives, building a sustainable book of business, and providing opportunities for advisors to pursue a career… more
- Highmark Health (Austin, TX)
- …This job maintains existing business, generates new business, and grows a profitable book of business which has been underwritten in the group insurance market. The ... of group insurance accounts within the confines of underwriting guidelines, sales , profit, and persistency targets. Works through distribution channels of existing… more
- WTW (Austin, TX)
- …connection to the client's business and a fundamental understanding of its industry . The Client Advocate contributes to and generates new opportunities with ... Expert for one or more lines of business and/or Industry Vertical and/or + A Team Leader + Contributes...expertise required, and ultimate document ownership + Engages with sales and broking to understand marketplace changes + Retains… more
- PNC (TX)
- …for clients seeking advice and guidance. They engage with clients within their book of business to better understand their goals and objectives and recommend ... of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and… more
- USG Insurance Services, Inc. (Arlington, TX)
- …oversee and manage both our proprietary and third-party systems, ensuring our sales operations stay at the forefront of technological advancement. Embark on your ... of an existing production team for mentorship and training, developing their own book of business for their own production team, when eligible. The candidate should… more
- PNC (Mansfield, TX)
- …work within a highly collaborative circuit of branches and manage an assigned book of business. PNC Investments advisors execute an advice and planning strategy ... of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and… more
- Kestra Financial (Cypress, TX)
- …servicing. This position requires a strong understanding of the financial services industry and products and is critical in handling the day-to-day client management ... Essential Duties and Responsibilities + Supports Lead Advisor of a large book of business, including managing client needs regarding service, asset allocation, case… more