- American Heart Association (Dallas, TX)
- …Association has an excellent opportunity for a **Senior Charitable Estate Planning** ** Advisor ** in our Mission Advancement department based in Dallas, TX! **This ... consults with members of the American Heart Association's growing Professional Advisor Network, which includes estate planning attorneys, financial planners, and… more
- Bank of America (El Paso, TX)
- Financial Solutions Advisor Stage I - Registration Candidate - Consumer Investments -Lee Trevino Financial Center- Bilingual Spanish Required El Paso, Texas **Job ... make an impact. Join us! As a **Financial Solutions Advisor Stage I (FSA I),** your journey begins obtaining...minimum of one year of financial services industry or sales experience **Skills:** + Advisory + Account Management +… more
- Nelnet (Austin, TX)
- …PCI DSS, CMMC, GDPR, FERPA, HIPAA/HITECH, GLBA, and FTC Red Flags. The Security Advisor will gather and analyze customer information, make remote and/or physical ... security and compliance objectives. + Upon requests from customers, the Security Advisor may review customer -prepared documents and reports, and provide… more
- Bank of America (Fort Worth, TX)
- Credit Solutions Advisor - Beach and Tarrant Fort Worth, Texas **Job Description:** **Credit Solutions Advisor II** At Bank of America, we are guided by a common ... them achieve their financial goals. Job expectations include effectively balancing sales performance, operational risk, and client relationship care by leveraging… more
- Alight (TX)
- …and education + Adhere to call center performance metrics, including customer satisfaction, compliance, and sales productivity. **Required Experience** + ... selecting the appropriate health plans. As a Virtual Benefit Advisor , individuals will be able to handle all responsibilities...or equivalent + 2 years of experience in consultative sales and/or customer service, preferably in a… more
- First National Bank of Omaha (Plano, TX)
- …to change based on business needs. **Summary of the Job:** The Financial Advisor is accountable to advise affluent clients through multiple delivery channels of ... Bluffs, Iowa Plano, Texas **About This Role:** + Business Development: Implement sales strategies and action plans to build networks and third-party referrals,… more
- Comerica (Houston, TX)
- …acumen and peer relationships, negotiate, have innovative management, are customer focused, and drive for results.Position Responsibilities: Sales Management ... Job Description Vice President, Senior Wealth AdvisorThe Vice President, Senior Wealth Advisor role will be responsible for contributing to the overall success of… more
- TEKsystems (Houston, TX)
- …management, Customer service, Outbound calls, Inbound call, Health insurance, sales , call center experience #eastpriority25 Pay and Benefits The pay range for ... Licensed Benefit Advisor 100% Remote - Equipment Provided Anticipated Start...retirees in selecting an appropriate plan for their needs. Customer service assistance is also offered within or outside… more
- International Shoppes, LLC (Houston, TX)
- …highest level of customer service resulting in increased productivity and achieving sales goals. + Monitor stock levels, report any issues to Counter Manager to ... managers) are born. You are passionate in providing premium customer service and willing to go above and beyond...board! International Shoppes is hiring! The Estee Lauder Beauty Advisor will be responsible for selling specific merchandise and… more
- First National Bank of Omaha (Frisco, TX)
- …Packages **About This Role:** **Key Responsibilities:** + **Business Development:** Implement sales strategies and action plans to build networks and third-party ... customers. + **Client Relationship Management:** Serve as a trusted advisor , offering personalized investment guidance and comprehensive financial planning… more
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