- TIAA (Frisco, TX)
- …clients' current financial situation and potential future needs. + Identifies sales and asset retention opportunities. + Coordinates sales cycle management ... Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis , Retirement Planning Selling, Sales , TIAA Products/Services… more
- Pacific Program Management (Dallas, TX)
- …financial processes including month/quarter/year-end reporting, budgeting and forecasting, sales pipeline tracking, commissions calculations and financial ... and collaboration across stakeholders. * Oversee the preparation of monthly financial reporting packages, delivering insights and analysis through effective… more
- CVS Health (Austin, TX)
- …Manage and interpret operational data, and apply to fee development and financial analysis . + Present to internal/external customers, constituents, and business ... work for accuracy and recommend pricing and/or accounting alternatives based on financial analysis , underwriting principals, and business strategy. + Develop and… more
- The Hartford (Frisco, TX)
- …Agency Sales Plans that are strategically aligned with Hartford's financial goals for growth, retention, and profitability. Leverages advanced data analytics ... Sales Rep SC - SH08EE We're determined to...flow of desirable business to meet or exceed Hartford financial goals in the territory + Drives demand and… more
- UL, LLC (Austin, TX)
- …Serves as the expert on ULTRUS strategy providing input on product roadmaps, sales strategies and both proactive and reactive tactics to maintain market leadership. ... intelligence trends (regulations, macroeconomic conditions, trends, business challenges, win/loss analysis ) and acts as a subject matter expert. Expertly directs… more
- PNC (Dallas, TX)
- …position. **Preferred Skills** Client Prospecting, Client Relationship Building, Credit Risk Analysis , Customer Engagement, Financial Analysis , Financial ... support team, our Wealth Strategists collaborate with you to develop customized financial solutions that reflect each client's unique needs and aspirations. We take… more
- USAA (San Antonio, TX)
- …of experience without bachelor's degree) + 6 years of experience with wholesaling, sales training, and coaching, or related financial services experience. + ... meet goals. + Conducts book of business or member analysis to assist specialists in identifying member needs and...+ 10 or more years of experience with wholesaling, sales training, and coaching on financial service… more
- Scotiabank (Houston, TX)
- …achievement in academic and extracurricular activities + Strong quantitative skills focused on financial analysis , accounting and financial theory + Strong ... business opportunities with clients **Major Activities Include:** + Perform comprehensive financial statement analysis and create and maintain models +… more
- Meta (Austin, TX)
- …framework for opportunities, forecasting and general Rhythm of Business. 4. Conduct sales analysis to identify opportunities to enhance and accelerate the ... Planning & Operations Lead, RLGS Centra Planning Responsibilities: 1. Lead the Sales Operations strategy together with the Channel Partnerships Director or the New… more
- Amazon (Dallas, TX)
- …Partners with stakeholders to drive day-to-day operational excellence through sales process management, performance analysis , technology support, business ... financial reporting * Orchestrates AI-human collaboration in the sales process, including AI-powered lead scoring and opportunity prioritization * Manages… more