- ADP (El Paso, TX)
- …In this role, you will serve as the single point of contact for a book of business of Group Health Insurance clients. You will own, manage, and service the ... subject matter expert on Employee Benefits, providing proactive, consultative education and support, and ultimately driving exceptional client satisfaction, loyalty,… more
- AON (Houston, TX)
- …with senior decision-makers and operational contacts. + Oversee Upstream Energy book , analyzing diverse situations and data to draw conclusions that enhance ... brokers across major business lines. + Secure existing business and drive sales of additional services across solution lines, working strategically to cultivate… more
- Siemens (Dallas, TX)
- …places that improve people's lives. The Smart Infrastructure, Buildings, Sustainability Area Sales Professional manages and grows the SI B SU business in their ... region within the Higher Education , K12 schools and local government vertical markets. Knowledge...schools and local government market. Identify market needs, develop sales strategies to address customer objectives, and develop solutions… more
- PNC (Austin, TX)
- …documentation of credit and non-credit banking products and services. Manages/monitors book of business to ensure client satisfaction, client retention and expansion ... of sales revenue. + Demonstrates strong ability to analyze, evaluate...a role. Listed below are skills, competencies, work experience, education , and required certifications/licensures needed to be successful in… more
- PNC (Dallas, TX)
- …AMG banking transactions to ensure quality and efficiency. + Manages/monitors book of business to ensure client satisfaction, client retention and expansion ... of sales revenue. PNC Employees take pride in our reputation...a role. Listed below are skills, competencies, work experience, education , and required certifications/licensures needed to be successful in… more
- The Hartford (Houston, TX)
- …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
- Kestra Financial (Cypress, TX)
- …Essential Duties and Responsibilities + Supports Lead Advisor of a large book of business, including managing client needs regarding service, asset allocation, case ... account reviews, report generation, and meeting documentation + Identify sales and asset retention opportunities, including viable alternatives when traditional… more
- Kestra Financial (Fort Worth, TX)
- …Essential Duties and Responsibilities * Supports Lead Advisor of a large book of business including managing client needs regarding service, asset allocation, case ... position and prepare to service clients independently * Identify sales and asset retention opportunities; including viable alternatives when...behalf of the firm; not required to build own book of business * Commitment to culture requires a… more
- UMB Bank (Austin, TX)
- …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
- Bank of America (Houston, TX)
- …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