- Lincoln Financial (Sacramento, CA)
- …of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance , group protection, and ... that is used in the Life business unit for purposes of valuation, projections, financial planning, and strategic projects. The team plays a critical role in ensuring… more
- Lincoln Financial (Sacramento, CA)
- …of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance , group protection, and ... 10+ Years experience in a similar role in the insurance industry focused on fixed/fixed indexed annuities. (Required) *...volume. **What's it like to work here?** At Lincoln Financial , we love what we do. We make meaningful… more
- US Bank (Los Angeles, CA)
- …at-all from Day One. **Job Description** Offers products and services for US Financial Sales primarily via inbound calls to existing and prospective customers ... best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We… more
- CBRE (El Segundo, CA)
- …Posted 23-Jul-2025 Service line Advisory Segment Role type Full-time Areas of Interest Sales Support Location(s) El Segundo - California - United States of America ... **About the Role:** As a CBRE Sales Support Associate, you will provide administrative support to...such as percentages, discounts, and commissions and conduct basic financial analysis. Must know how to abstract a lease.… more
- Stryker (San Jose, CA)
- …role focuses on delivering exceptional customer service related to sales , promotions, installations, and communications within ProCare. The Representative ensures ... You Will Do:** + Serve as the primary contact for customer and sales inquiries regarding repairs, providing detailed information on products, pricing, and service… more
- BMO Financial Group (Pittsburg, CA)
- …and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works ... + Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions… more
- Northrop Grumman (Los Angeles, CA)
- … forecasts, cash flow and material forecasts, and invoiced/unbilled analysis. + Performs financial analyses such as funding profiles, Sales & OM outlook, and ... Earned Value Management Systems processes. They will analyze data, create financial reports, address issues, report on program finances, and provide recommendations… more
- Umpqua Bank (Los Angeles, CA)
- …independently, work collaboratively, and support our broader purpose. Think of us as financial partners, because at Umpqua, we believe the best way forward is ... partnership with community lending managers. + Responsible for the outside sales and origination of self-generated residential mortgages. Customarily and regularly… more
- BMO Financial Group (CA)
- …possible collections opportunities. Understands customer needs and provides collections-related sales and service to BMO customers or prospects. Advises customers ... on payment strategies and products that meet their objectives. Fulfills sales and service activities for the customer in accordance with approved procedures. Support… more
- PNC (Corona, CA)
- …Relationship Building, Credit, Credit Products, Customer Engagement, Decision Making, Financial Analysis, Identifying Sales Opportunities **Competencies** Client ... existing clients in a book of business to grow sales , revenue and market share with relevant sales...on an understanding of the client's needs and their financial well-being. Focuses on increasing client engagement and loyalty.… more