- Continental (San Diego, CA)
- …the company at events like tournaments, trade shows, exhibitions, and local dealer events. + Set and manage pricing schedules, return policies, and discount ... related field + Strong knowledge of sales techniques, market trends, customer relationship management, and the buying habits of retailers, dealers and end customers… more
- Ally (Sacramento, CA)
- …Management (ARM) etc. * Property & Casualty Insurance experience, auto or dealer financial services industry knowledge, sales training experience and experience in ... managing others preferred. * Ability to develop business relationships with dealer principles and decision makers. * Excellent communication, interpersonal and… more
- JPMorgan Chase (Seal Beach, CA)
- …deliver personalized investment solutions to your clients by relying on leadership and relationship -building skills. This will be done with a consistent focus on ... relationship management, not portfolio management + Demonstrate a deep...offered through JP Morgan Securities LLC (JPMS), a registered broker- dealer and investment advisor, member of FINRA and SIPC.… more
- JPMorgan Chase (Oakland, CA)
- …personalized investment solutions to clients by relying on thought leadership and relationship -building skills. Through a focus on relationship management, you ... and services are offered through JP Morgan Securities LLC (JPMS), a registered broker- dealer and investment advisor, member of FINRA and SIPC. Annuities are made… more
- Umpqua Bank (Sacramento, CA)
- …we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting ... best practices in segmentation, client engagement processes, team dynamics, and relationship management both internally and with clients. A Senior Wealth Advisor… more
- CARMAX (Irvine, CA)
- …processed and resolved per CarMax Guidelines. ♦ Ensure the loaner log and dealer tags are always in compliance with audit requirements. **Job Specifications:** ♦ ... option of the associate or CarMax. This at-will employment relationship will remain in effect throughout an associate's employment...officer of CarMax and the associate. This at-will employment relationship may not be modified by any oral or… more
- JPMorgan Chase (San Francisco, CA)
- …referral source management and new lead generation + Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; ... and services are offered through JP Morgan Securities LLC (JPMS), a registered broker- dealer and investment advisor, member of FINRA and SIPC. Annuities are made… more
- Lincoln Financial (Sacramento, CA)
- …with data protection operations, support and developing and maintaining the relationship with the off-shore team resources. Working with other infrastructure peer ... to help put their goals in reach. Lincoln Financial Distributors, a broker- dealer , is the wholesale distribution organization of Lincoln Financial. Lincoln Financial… more
- …funding as it relates to plan benefit offerings * Demonstrated strong relationship management skills with internal clients (eg sr management, peers and colleagues); ... to help put their goals in reach. Lincoln Financial Distributors, a broker- dealer , is the wholesale distribution organization of Lincoln Financial. Lincoln Financial… more
- HUB International (San Rafael, CA)
- …wealth management products and services. + Strong understanding of Broker Dealer /RIA/ Custodial back-office functions + Excellent verbal and written communication ... explain complex information clearly and concisely. + Exceptional interpersonal and client relationship management skills + Strong attention to detail and accuracy. +… more
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