- M&T Bank (Los Angeles, CA)
- …from internal and external sources, and the retention and expansion of an assigned book of business. Consults and coordinates on the delivery of solutions for a ... the analysis. + Responsible for leading the development of sales strategies to grow client base .Promote and sell...assigned. **Scope of Responsibilities:** As the manager for a book of client relationships, the Wealth Advisor is responsible… more
- Meta (Los Angeles, CA)
- …of performance marketing, this role is responsible for partnering with the sales team to develop trusted relationships, drive revenue by negotiating and optimizing ... an analysis framework, in order to provide best-in-class data-driven consultative sales approach, thrive in a dynamic, team-focused environment delivering against… more
- S&P Global (Los Angeles, CA)
- …Workflow Specialist Team is a global team of professionals, collaborating with Sales and Relationship Managers in complex client deals and engagements. The ... team is key to designing and implementing pre- and post- sales client solutions of specialized data feeds and analytical...within the scope of the strategic and core client book -of-business assigned to the Capital Markets, Americas team. These… more
- The Hartford (Brea, CA)
- …days a week (Tuesday through Thursday). Supports Commercial Underwriting in the sales acquisition process. Provides support for new business and renewal policy ... customers to request needed information and resolves problems. Job Duties/Accountabilities Sales Support: Responsible for supporting the Underwriter in the sales… more
- Anywhere Real Estate (Los Angeles, CA)
- …of and in partnership with Coldwell Banker franchisees within a defined territory (the " Book of Business"). The focus of this role is on three primary pillars: ... growth and engagement. + Lead field support by partnering with Franchise Sales to evaluate and prioritize markets, develop growth strategies, and present at… more
- PNC (Sacramento, CA)
- …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
- USG Insurance Services, Inc. (Irvine, CA)
- …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
- Spanish Peaks Mountain Club (Newport Beach, CA)
- …include, although are not limited to: . Manage and update Banquet Event Order Book with daily revisions and distributions from Meetings & Events Managers . Attend ... Order Meeting and confirm accuracy of Banquet Event Order Book with Event Management System . Support Meetings &...in Delphi Amadeus . Act as a liaison between Sales Department and Meetings & Events Department, by compiling… more
- Anywhere Real Estate (San Francisco, CA)
- …and in partnership with ERA Real Estate franchisees within a defined territory (the " Book of Business"). The focus of this role is on three primary pillars: ... growth and engagement. + Lead field support by partnering with Franchise Sales to evaluate and prioritize markets, develop growth strategies, and present at… more
- Bank of America (San Mateo, CA)
- …a client's investor profile and financial resource objectives, building a sustainable book of business and providing opportunities for advisors to pursue a career ... in on-going training focused on how to develop a book of business to meet and exceed pre-defined financial...Experience working in the financial service industry and/or a sales environment where goals were met or exceeded +… more