- M&T Bank (Los Angeles, CA)
- …from internal and external sources, and the retention and expansion of an assigned book of business. Consults and coordinates on the delivery of solutions for a ... the analysis. + Responsible for leading the development of sales strategies to grow client base .Promote and sell...assigned. **Scope of Responsibilities:** As the manager for a book of client relationships, the Wealth Advisor is responsible… more
- The Hartford (Los Angeles, CA)
- …West territory. As the lead marketing underwriter, you will be accountable for the region's book of business and will play a pivotal role in building out a team of ... in alignment with the broader Commercial Surety line of business strategy. + Sales Execution: Apply a deep understanding of Hartford's appetite and positioning to… more
- Elevance Health (Rancho Cordova, CA)
- …a defined book of accounts. + Identifies opportunities for penetration sales . + Supports pursuit of new business opportunities either directly with a ... minimum of 6 years of experience in account management or sales ; or any combination of education and experience which would provide an equivalent background. + … more
- UMB Bank (Sacramento, CA)
- …needs. **Responsibilities:** + Delivers an unparalleled customer experience while managing a book of business and building client relationships. + Partners with UMB ... to plan sponsors on the development of a participant education program to support the client's objectives. Facilitate or...a minimum of 3 years of experience in a sales role required + Commercial Banking and Retirement Plan… more
- Southern Glazer's Wine and Spirits (Cerritos, CA)
- …In determining a final offer, the company will evaluate a specific candidate's education , skills and experience and will make an offer appropriately. As a full-time ... cares about its people. **Overview** Manage all aspects of sales activities for a sales force covering...Trade on allocations + Manage DSD, coordinate with Full Book teams + Set up new items, manage inventory… more
- Bank of America (San Jose, CA)
- …world specializing in goals-based wealth management, including planning for retirement, education , legacy, and other life goals through investment advice and ... into the next stage of the Advisor Development Program, beginning building a book of business as a Financial Advisor trainee. You will complete dedicated training… more
- WTW (Los Angeles, CA)
- …lists on a variety of projects for assigned clients. + Manage a Multinational Book of Business relative to the Global Services & Solutions model as follows: First ... of escalation, oversight, mentoring and training. Will also be more involved on sales opportunities, potential of a tertiary role holding a more strategic client… more
- HUB International (Santa Barbara, CA)
- …and risk management products and services. We are seeking dynamic and highly motivated Sales Professionals to join our team of Insurance Sales Producers. **THE ... HUB International! **DUTIES & RESPONSIBILITIES:** As a HUB Insurance Sales Producer, you will prospect for business based on...financial future. As a Producer, you will build a book of business and therefore build residual income year… more
- Wells Fargo (Tustin, CA)
- …relationship manager for a portfolio of small business customers with annual gross sales between $500k and $2MM in an assigned territory using customer relationship ... a combination of the following: work experience, training, military experience, education . **Desired Qualifications:** + 1+ year of experience managing a dedicated… more
- Fifth Third Bank, NA (Newport Beach, CA)
- …Primarily responsible for retaining existing client relationships and providing ongoing book support in partnership with the Private Bank team. Representative of ... assets through ongoing relationship management. + Provides dedicated support during book transitions. + Leverages internal investment support teams to assist with… more