- San Francisco Federal Credit Union (San Francisco, CA)
- …achieving sales goals. Minimum 3 - 5 years of investment sales experience ( financial institution experience preferred). High school diploma required; ... it highly successful growth trajectory, SFFedCU is seeking a Financial Advisor for our Golden Gate Branch in San...of our members' lives. This is more than a sales role - it's a mission-driven opportunity to help… more
- LTD Global (Pleasanton, CA)
- …The goal is to drive sustainable financial growth through increasing sales in the Accounting Services / Human Resources (HR) market. This position ... industry trends and market conditions to effectively position company products and services . Qualifications + Proven experience in sales , contract negotiation,… more
- US Bank (Aptos, CA)
- … based upon a client's unique situation + Refer and partner with other financial services within other US Bank channels, as appropriate Discover How You'll ... including MoneyGuidePro, Salesforce, Seismic, and more to help you service your clients efficiently + All the resources of...+ Three to five years of experience in a financial sales position, preferably working with the… more
- Rain for Rent (Imperial, CA)
- …administration and efficient daily operation of the branch office, including safety, sales , rentals, operations, customer service , and staff development in ... a superior level of customer relations and promotes the sales and service culture through coaching, guidance...sales and marketing strategies and programs to achieve financial goals. + Promoting a positive company image by… more
- Atria Wealth Solutions (Dublin, CA)
- Through its relationship with CUSO Financial Services , L. P. (CFS) Patelco Credit Union is seeking a Manager, Investment Services Program in the Dublin, CA ... As one team, we are all committed to delivering service , empowering financial literacy, creating products, and...through CFS (Member FINRA/SIPC). To learn more about CUSO Financial Services , LP visit www.cusonet.com . CFS… more
- San Francisco Federal Credit Union (San Francisco, CA)
- …accepted. * 4-5 years of experience in digital sales , banking, or customer service within a financial institution. * Prior experience in a team lead or ... successful growth trajectory, SFFedCU is seeking a Sr. Digital Sales and Service Relationship Specialist for our...* Passion for digital transformation and member engagement in financial services . * Experience in a credit… more
- Mastercard (San Francisco, CA)
- …Director, Specialist Sales you will be responsible for generating new loyalty platform sales within the financial services segment in North America. * ... at 'pounding the pavement' through email/phone cold outreach * Complex hunting sales preferably within Financial Services Segment; rolodex of C-Level / EVP /… more
- Charles Schwab (Sacramento, CA)
- …help them profitably grow, compete, and succeed in their business efforts. Seeking dynamic financial services sales professional with proven track record of ... + Must have at least 5 years of proactive sales experience in the financial services...volunteering, and 28-day sabbatical after every 5 years of service for eligible positions + Paid parental leave and… more
- OneMain Financial (San Bernardino, CA)
- … Sales , Customer Service , Customer Care, Business Development, Financial Sales , Management Development, Finance, Full-time, Career, Benefits, Customer ... will be a coach training the team to achieve financial goals in a responsible manner. **In the role**...and leading a team + Proven experience with meeting sales goals + Ability to obtain insurance licensing within… more
- OneMain Financial (Lake Elsinore, CA)
- … Sales , Customer Service , Customer Care, Business Development, Financial Sales , Management Development, Finance, Full-time, Career, Benefits, Customer ... Main, our Branch Managers empower their teams to deliver exceptional customer service while fostering a supportive and collaborative environment. Our Branch Managers… more