- Truist (Cleveland, OH)
- …the Regional Director to provide education and options for succession planning and book transitions to Advisors. 18. Effectively partner with National Sales to ... experience. 2. 10 years of leadership experience in coaching relative to sales and relationship management in the Wealth Brokerage/Advisory industry. 3. Financial… more
- Vaco (Columbus, OH)
- …a critical implementation. As Director of Business Development Manager and experienced sales leader, you will work with high caliber Recruiters to fulfill exciting ... notes, and information vital to managing and growing a book of business as well as planning daily activities....+ Bachelor's Degree plus 5 to 7 years' technology sales and/or staffing experience. + Active and/or leading member… more
- UMB Bank (Columbus, OH)
- …business. You will also be responsible for managing prospects through the sales and contract cycles and transitioning prospects to the Implementation and Client ... you'll spend your time:_** + You will use your sales acumen to establish a prospect call plan to...+ You possess at least eight (8) years prior sales experience. + You can demonstrate an ability to… more
- Fifth Third Bank, NA (Hillsboro, OH)
- …have an established local book of business. + Must have existing mortgage sales of $1 million per month. + Strong written and verbal communications skills. + ... standards and objectives defined by management for mortgage loan sales and cross-selling objectives. Focuses on selling CRA products...customer service skills. + Proven computer skills. + Basic sales technique skills. + Strong desire to excel in… more
- Fifth Third Bank, NA (Norwood, OH)
- …solutions that span across the customer's lifecycle by utilizing our consultative sales and service process. Responsible and accountable for risk by openly ... customer experience by cultivating, maintaining, and enhancing relationships in a assigned book of business through proactive outreach efforts in person, over the… more
- TIAA (Cincinnati, OH)
- …their financial goals. This includes managing the responsibilities for a book of assigned clients, supporting the implementation of financial plan recommendations ... Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales , TIAA Products/Services Acumen, Wealth Management **Anticipated Posting End… more
- Thrivent Financial (Maumee, OH)
- …program. What you can expect After licensing and training, you'll start building your book of business with the ultimate goal of joining the sponsoring team in the ... have come from a variety of career backgrounds, including outside sales , business management, education, ministry, hospitality, military and more. Skills acquired… more
- Datavant (Columbus, OH)
- …to resolve issues efficiently and effectively + Identify and drive new sales by understanding the accounts' business model and offering solutions that complement ... payroll day, and labor productivity standards and utilizes this information to manage book of business. Qualifications: + Minimum of 5 years management or sales… more
- UMB Bank (Columbus, OH)
- …and services. **We're excited to talk with you if:** + You have 5 years sales experience with 2 years in Agricultural Commercial Bank Sales . + Bachelor's degree ... or equivalent experience in related field. + You are curious and want to know how companies work and what helps them remain successful in their respective industries. + You have demonstrated knowledge of credit, bank products, services, underwriting, and bank… more
- KeyBank (Toledo, OH)
- …The RM is responsible for serving high net worth clients in their existing book as well as collaborating with internal and external partners to acquire new and ... and proactive, regular contact. + Meets or exceeds assigned individual sales goals by expanding existing client relationships, closing referrals and/or capturing… more