- Dunham & Associates Investment Counsel, Inc. (San Diego, CA)
- …Inc., a subsidiary of Dunham, is an independently owned, registered Broker/ Dealer and Investment Adviser helping Financial Advisors and individual investors reach ... their long-term goals. The firm's focus is on providing disciplined wealth management solutions and related services. As a Regional Associate, you will be responsible for working with our Regional Account Managers (hybrid wholesalers) and Regional Directors… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …of experience in client service or operations within financial services (RIA, broker- dealer , custodian, or bank) + Strong communication skills and a client-first ... mindset + High attention to detail and ability to manage multiple priorities across systems and custodians + Proficiency in Microsoft Office; experience with CRM or portfolio reporting software is preferred + Bachelor's degree preferred but not required +… more
- Lincoln Financial (Sacramento, CA)
- …to help put their goals in reach. Lincoln Financial Distributors, a broker- dealer , is the wholesale distribution organization of Lincoln Financial. Lincoln Financial ... is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors,… more
- Topcon Positioning Systems, Inc (San Francisco, CA)
- …partner cross-functionally with Solution Engineers, Customer Success, and our Topcon Dealer network to help customers achieve their business goals while driving ... Topcon's Autodesk Construction business growth in the region. **Responsibilities** + Manage the full sales cycle, including prospecting, qualifying, solution selling, negotiation, and closing new business. + Build and maintain strong relationships with new and… more
- CARMAX (Buena Park, CA)
- …processed and resolved per CarMax Guidelines. ♦ Ensure the loaner log and dealer tags are always in compliance with audit requirements. **Job Specifications:** ♦ ... Accountable to Associate 1 Competency Model ♦ Demonstrate exceptional interpersonal, communication, and customer service skills. ♦ Demonstrate exceptional telephone etiquette and active listening skills. ♦ Execute Retail Service Standardized Work ♦ Provide… more
- Ford Motor Company (San Francisco, CA)
- …environments + Ability to confidently deliver a compelling business case to Dealer Principals + Ability to deliver timely & consistent results + Self-starter, ... capable of communicating across regions, & at all levels + Demonstrated proactive approach to problem solving, with a focus on delivering results + Strong presentation & critical thinking skills + Basic financial statement acumen You may not check every box,… more
- Adecco US, Inc. (Lake Forest, CA)
- …orders and confirm delivery and installation of equipment with national dealer network to ensure compliance with contract terms and conditions. **Qualifications:** ... + 5 + years increasingly responsible customer service experience + High School or equivalent experience + Previous customer service experience, order processing with technical industry experience preferred + Proven ability to process a high volume of orders… more
- Primo Brands (Oceanside, CA)
- …and equipment placements; sell in promotional programs and ensure dealer compliance + Ensure shelf/cold vault/display compliance (distribution, in-stocks, shelf ... tags, space to planogram, pricing) of key initiatives. Stay in connection with sales call, maintain appropriate inventory levels, maintain company assets and point of sale, ensure account meets Company merchandising standards, determine stores' product needs,… more
- Zodiac Pool Systems (Carlsbad, CA)
- …and timely follow-up with inbound leads. Your primary mission is to drive dealer sign-ups into our loyalty programs and ensure a seamless transition into ... onboarding-encouraging early and consistent purchases of Fluidra-branded products. You'll help new accounts start strong by guiding them to explore and utilize key tools, digital resources, and exclusive product promotions through FluidraPro, laying the… more
- Lincoln Financial (Sacramento, CA)
- …to help put their goals in reach. Lincoln Financial Distributors, a broker- dealer , is the wholesale distribution organization of Lincoln Financial. Lincoln Financial ... is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors,… more