- Truist (Dallas, TX)
- …and are treated equitably. 16. Partner with the Regional Director to provide education and options for succession planning and book transitions to Advisors. ... completed for the market and that training and continuing education assignments are completed by established deadlines. 12. Maintains...17. Effectively partner with National Sales to ensure Advisor development opportunities are utilized, refined… more
- Raymond James Financial, Inc. (Dallas, TX)
- …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
- HUB International (Frisco, TX)
- …**SUMMARY** The ideal Production Underwriter candidate will be responsible for increasing sales by way of prospecting new retail agent clients, growing existing ... following. Other duties may be required. + Locate new sales opportunities by visiting existing and new customers and...agreed upon production and loss ratio goals within assigned book of business. **GENERAL** + This job description is… more
- WTW (Houston, TX)
- …Services + Healthcare and Life Sciences + Construction + Public Sector & Education , + Technology, Media & Telecom + Transportation & Logistics + Real Estate, ... client engagement and retention of that business. This includes engaging with sales and broking to understand marketplace changes, design and deliver client… more
- Raymond James Financial, Inc. (Dallas, TX)
- …offers comprehensive education , training and mentorship of both technical and sales skills. The holistic approach of the program fully positions new advisors for ... resources to identify investment opportunities and solutions for clients. + Develops a book of business consistent with AMP program goals for assets under management… more
- Vaco (San Antonio, TX)
- …**Description** : The Executive Financial Recruiter is responsible for generating sales , increasing revenue and profitability. This position operates in a blended ... relationships, candidate interviews, and other interactions that support business development/ sales efforts. + Utilize Bullhorn to log all activity, notes,… more
- Vaco (Dallas, TX)
- …a critical implementation. As Director of Business Development Manager and experienced sales leader, you will work with high caliber Recruiters to fulfill exciting ... to log all activity, notes, and information vital to managing and growing a book of business as well as planning daily activities. + Collaborate with teammates to… more
- UMB Bank (Wolfforth, TX)
- …+ Receiving continued education and training empowering you to meet individual sales performance and operational goals. **We're excited to talk with you if:** + ... spend your time:** + Coach associates on performance; including proactive sales conversations, operational items and customer interactions. + Assisting or providing… more
- WTW (Houston, TX)
- …client engagement and retention of that business. This includes engaging with sales and broking to understand marketplace changes, design and deliver client ... offered for this specific job opportunity. **The Role** + Retains existing book of business, develops, and strengthens client relationships + Identifies, engages,… more
- Thrivent Financial (San Antonio, TX)
- …advisors have come from a variety of career backgrounds, including outside sales , business management, education , ministry, hospitality, military and more. ... 8 weeks. What you can expect After licensing and training, you'll start building your book of business with the ultimate goal of joining the sponsoring team in the… more