- Navy Federal Credit Union (Vacaville, CA)
- …growth and engagement + Conducts local seminars and member engagement events to grow book of business + Partners with Wealth Advisor in assigned territory to segment ... book of business based on member needs and complexity...members and internal/external sources + Execute customer and broker purchase/ sales orders of securities for current/new clients + Identify… more
- ICW Group (San Diego, CA)
- …objectives are met, through the generation and maintenance of a profitable book of business. **ESSENTIAL DUTIES AND RESPONSIBILITIES** Drives and manages a ... profitable and growing book of business. + Sells, services, and maintains a...Drives profitable sale of the Company's products including increasing sales of existing products and introducing new products as… more
- The Hartford (Brea, CA)
- …whatever direction you choose. Responsibilities: + Manages and Underwrites a Middle Market book of business + Analyzes agency book on quarter-to-quarter basis ... execution of strategies for new and/or renewal accounts (prospective book management, executes on the mix strategy, low strategy,...on the mix strategy, low strategy, territorial and agency sales plans, etc.) + Acts as a trusted advisor… more
- Snap Inc. (Palo Alto, CA)
- …business opportunities + Ensure that our clients receive the highest level of sales and operational customer service + Partner with other cross-functional teams on ... + Develop and implement best practices for client interaction, sales , and services + Create persuasive sales ...the strategic approach for each account in the assigned book of business with the intent to simultaneously unlock… more
- 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 ... into an analysis framework, in order to provide best-in-class data-driven consultative sales approach, and the capacity to thrive in an agile, team-focused… 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, and can thrive in a dynamic, team-focused environment delivering… more
- San Francisco Federal Credit Union (San Francisco, CA)
- …with branch teams and community centers of influence to grow your book of business, deepen relationships, and deliver tailored financial solutions that support ... of our members' lives. This is more than a sales role - it's a mission-driven opportunity to help...delivering personalized financial solutions. Build and manage a growing book of business by offering a diverse portfolio of… more
- The Hartford (Los Angeles, 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
- 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