- Huntington National Bank (Winston Salem, NC)
- …on investment or business lending and business sales experience. + Ability to drive sales and manage a book of business. + Ability to build, deepen and ... portfolio, pre-set appointments, outside calling, Centers of Influence, a disciplined sales process, new customer follow-up program, and sourcing referrals from… more
- The Hartford (NC)
- Nutmeg Sales Cnslt - ST09BN We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here ... + Confidently asking for the sale while overcoming objections + Servicing our existing book of business OUR VALUES At The Hartford, we are guided by integrity and… more
- ATI (Monroe, NC)
- …inception to completion. Essential Functions (other duties may be assigned) + Enter, book , audit, acknowledge, amend and log quotes and orders. + Manage backlog and ... + Gather and share market information (for and through Product Mgmt, Field Sales , pricing, etc.). + Track shipments / provide shipping documents to customers. +… more
- BELFOR Property Restoration, Inc (Kernersville, NC)
- …Program, paid holidays, and paid time off. Position Overview The Estimator -- Sales position is the first/entry level in our Estimating track. This position will ... procedures, guidelines, and standards. **Requirements** + Develop and maintain client book of business dependent on Estimator, Senior Estimator, General Estimator,… more
- Cabela's (Garner, NC)
- …purchase of used firearms, the acquisition of used firearms into the bound book , and ensuring proper payment to the customer. This role provides legendary customer ... service experience to every customer by greeting, consulting, and assisting them in finding merchandise and making buying decisions.This includes processing firearms transactions in an efficient manner in accordance with all internal policies, procedures, and… more
- Vanguard (Charlotte, NC)
- …on serving clients with excellence and expanding client relationships with Vanguard through sales to ensure we are providing all that Vanguard has to offer to ... solutions through education and guidance. Support strategy planning for a book of business. Model growth opportunities, contribute to business planning activities,… more
- PNC (Charlotte, NC)
- …and retain clients. Is accountable for ongoing exceptional client experience. Has a book of business that typically consists of the largest and/or most complex and ... team accountable for deliverables. + Held accountable for the growth of their book of business through client expansion and new client acquisition. Develops and… more
- TIAA (Charlotte, NC)
- …deliver lifetime income to all, responsible for deepening client relationships and identifying sales opportunities within a large complex book of clients (with ... at least one top 200 client or complex book within Institutional client business.) They are responsible for delivering a distinctive and strategic client experience… more
- Navy Federal Credit Union (Matthews, NC)
- …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
- Travelers Insurance Company (Durham, NC)
- …AAE will analyze and evaluate risk to achieve business goals within an assigned book of business. As an AAE, you are decisive, detail-oriented, and are learning to ... + Manage the profitability, growth, and retention of a typically smaller assigned book of business. + Underwrite and negotiate routine customer accounts to minimize… more