- Citizens (Conshohocken, PA)
- …require a holistic delivery, in a virtual capacity, of outstanding service and sales solutions to meet clients' financial needs and goals. The successful candidate ... circumstances. The Virtual Financial Advisor strives to meet and exceed identified sales goals. The Virtual Financial Advisor will proactively engage potential new… more
- Bank of America (Pittsburgh, PA)
- …world specializing in goals-based wealth management, including planning for retirement, education , legacy, and other life goals through investment advice and ... Team Financial Advisor (TFA) engages in:** + Developing a book of business in order to meet and exceed...+ Completing mandated training, assessments, performance goals and continuing education requirements **The TFA engages in all of the… more
- Forrester (Philadelphia, PA)
- …future. **About This Role:** The Account Director is a highly motivated sales professional with a passion for building relationships and delivering value to ... accounts composed of Fortune-class companies. With a transparent, repeatable consultative sales process, this role achieves impactful outcomes by creating and… more
- Forrester (Philadelphia, PA)
- …an extraordinary future. **About This Role:** We're seeking a highly motivated sales professional with a passion for building relationships and delivering value to ... of Fortune-class companies. This role involves a transparent, repeatable consultative sales process and achieves impactful outcomes by creating and orchestrating… more
- KeyBank (Plymouth Meeting, PA)
- …goals. The ARM works to identify growth opportunities in an existing book of high-net-worth clients or through dedicated internal referral channels to achieve ... individual sales goals while partnering with experienced Relationship Managers throughout...in the best interests of Key's clients and Key. ** Education Qualifications** + Bachelor's Degree in business related field… more
- KeyBank (Pottstown, PA)
- …$50,000 in investable assets and will specifically target and execute a consistent sales process and financial plan for clients and prospects with investable assets ... as banking related, and referring accordingly. + Utilize a consultative sales process and assessment tools where appropriate, provide comprehensive, needs-based… more
- Travelers Insurance Company (Pittsburgh, PA)
- …including the scope, complexity and location of the role; the skills, education , training, credentials and experience of the candidate; and other conditions of ... You Do?** + Manage the profitability, growth, and retention of an assigned book of business. + Underwrite and skillfully negotiate complex customer accounts to… more
- Ricoh Americas Corporation (Exton, PA)
- …allocation, prioritizing customer orders, minimizing transfer costs, and decreasing the order book to delivery cycle time. This role is critical in maintaining ... from hub locations. + Monitor and adjust inventory allocation based on sales trends and seasonal fluctuations. + Monitor exception reports to limit inventory… more
- Raymond James Financial, Inc. (Monroeville, PA)
- …international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Raymond James Financial Advisors. The ... a holistic approach by incorporating training for technical and sales skills to fully position new Advisors for success....that impact overall company revenue goals. * Develops a book of business consistent with AMP program goals for… more
- Travelers Insurance Company (Harrisburg, PA)
- …including the scope, complexity and location of the role; the skills, education , training, credentials and experience of the candidate; and other conditions of ... You Do?** + Manage the profitability, growth, and retention of an assigned book of business. + Underwrite and skillfully negotiate customer accounts to minimize risk… more