- Bank of America (Houston, TX)
- …a client's investor profile and financial resource objectives, building a sustainable book of business, and providing opportunities for advisors to pursue a career ... across the bank to benefit clients or prospects + Develops and grows a book of business to meet and exceed pre-defined financial targets to measure their ability… more
- Meta (Temple, TX)
- …Constructions ROMs 16. Support the Campus Construction Manager with the campus-wide book of work including contractor, designer, and vendor management 17. Support ... the Regional Construction Operations Manager in the management of the regional book of work including contractor, designer, and vendor management 19. Support the… more
- The Hartford (Frisco, TX)
- …What You'll Do As a Middle Market Senior Underwriter, you'll manage a diverse book of Property & Casualty business and serve as a trusted advisor to brokers ... agency relationships. Key Responsibilities: + Manage and underwrite a Middle Market book of business + Analyze agency performance quarterly to identify trends and… more
- UMB Bank (Dallas, TX)
- …strong business development capabilities for proactively growing your own personal book of business by successfully using campaign offers, prospecting leads, ... service-to-sales conversations as well as leveraging centers of influence for referrals. + You thrive in a high-energy, sales-driven team, and leverage daily coaching and feedback to polish your sales outcomes + You use your expert product knowledge and… more
- Airtable (Austin, TX)
- …high-volume, fast-paced environment. As an ESB Account Executive, you'll manage a large book of ~150 accounts, primarily working with organizations between 0 - 50 ... a consistent track record of success. + You've successfully owned a large book of business before, juggling multiple deals at different stages and closing… more
- The Hartford (Frisco, TX)
- …such as large deductibles and self-insured retentions. You will underwrite and manage a book of business as well as working with brokers and clients on servicing ... that book , driving new business opportunities, and developing relationships with assigned brokers located throughout the territory that are assigned to.… more
- Xponential Fitness (San Antonio, TX)
- …sales production * Present available services to current or prospective members * Book and quality first visits to achieve monthly sales quota * Participate in ... lead management system and meet minimum daily call goals with prospective clients to book intros * Attend and complete all relative training programs * Take pictures… more
- HUB International (Irving, TX)
- …security and career satisfaction. **ESSENTIAL DUTIES AND RESPONSIBILITIES** + Manages a book of insurance business, while acting with a high degree of independent ... and billing issues + Responsible for overall retention of accounts in assigned book of business + Develops new business from existing accounts and assigned leads… more
- PNC (Dallas, TX)
- …and directs relationship management activities with new and/or existing clients in a book of business to grow sales, revenue and market share with relevant sales ... needed to be successful in this position. **Preferred Skills** Book Of Business, Client Relationship Building, Credit, Credit Products, Customer… more
- Vanguard (Dallas, TX)
- …+ Five years of advisory experience, specifically in advice planning, book of business management, and relationship management. + Shown experience managing ... a book of business with a track record of client satisfaction and loyalty. + Apply trust and estate planning knowledge to help preserve client's wealth. + In-depth… more