- Citigroup (Beverly Hills, CA)
- …above personal achievement. + Encourage team members to work together to deepen client relationships and exceed sales goals. + Align complementary experiences ... and gain introductions to potential clients which generate new sales . + Close the deal, making concessions that are...and skill sets of team members to maximize client effectiveness. + Build relationships/partner with support … more
- The Cigna Group (Walnut Creek, CA)
- …Bachelor's degree or equivalent experience. + Experience in health benefits or client management **Skills:** + Strong communication, sales negotiation, and ... and grow client relationships, particularly with clients + Experience in sales , marketing, underwriting, or operations is preferred. + Financial acumen with the… more
- Bank of America (Oxnard, CA)
- …clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client ... + Recommends banking and investments strategies that align with client financial goals and needs + Triages client...experience working in the financial service industry and/or a sales environment where goals were met or exceeded. +… more
- Citigroup (Los Angeles, CA)
- …above personal achievement. + Encourage team members to work together to deepen client relationships and exceed sales goals. + Align complementary experiences ... and gain introductions to potential clients which generate new sales . + Close the deal, making concessions that are...and skill sets of team members to maximize client effectiveness. + Build relationships/partner with support … more
- IQVIA (San Francisco, CA)
- …clients. Identifies and elevates potential new business opportunities and assists in the sales process. In addition, with the oncology expertise, this team is relied ... on to provide disease and treatment expertise in support of our clients for their platform (OAP), LAAD...components of larger, complex projects. + Reviews and analyzes client requirements or problems and assists in the development… more
- Guidehouse (Los Angeles, CA)
- …execution of client engagements + Client relationship management across client C-Suite and their immediate support team to grow the Guidehouse Brand ... solutions to our clients that result in measured profitable sales for Guidehouse: * Risk, controls, and compliance *...in Commercial Financial Services to drive unmatched value to client and firm + Lead, develop and grow both… more
- Bank of America (San Francisco, CA)
- …clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client ... + Recommends banking and investments strategies that align with client financial goals and needs + Triages client...experience working in the financial service industry and/or a sales environment where goals were met or exceeded. +… more
- Bank of America (Yuba City, CA)
- …Bank of America, including hands-on practice, personalized coaching and dedicated support throughout your on-boarding experience. The Academy offers a defined path ... be an advisor - from acquiring, building and managing client relationships to considering a client 's complex...within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools… more
- Principal Financial Group (Modesto, CA)
- …electronic client files. + Communicate new account statuses, resolve client service issues, and support financial professional- client relationships ... **New Business Consultant** is instrumental to the success of regional sales offices by building partnerships with our financial professionals, accurately onboarding… more
- Fiserv (Sacramento, CA)
- … Client References, and serve as the point of contact for engaging on client satisfaction issues. + Support client visits and conferences, and ensure ... client operational escalations to resolution and monitor escalated support tickets, client enhancement requests, and major...need to have:** + 2+ years of experience in client relationship management, service delivery, and/or sales … more