- HUB International (Des Plaines, IL)
- …on how to prepare for the unexpected. As one of the world's largest insurance brokers, our focus is dedicated to providing our customers with the peace of ... will be protected - through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our...the client. The Producer has primary responsibility for client relationship management and initiating new sales. The AE has… more
- PNC (Champaign, IL)
- …be based in Champaign, ILL. **Job Description** + Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows ... and retains an investment and insurance book of business. Owns the client experience, efficiently...and visibility among branch staff. In partnership with branch manager and/or investment sales associate, leads the branch team… more
- CIBC (Chicago, IL)
- …will be discussed at the time of your interview._ **How you'll succeed** + ** Relationship Building -** As a project manager the Client Solutions Specialist will ... service improvement opportunities and refer potential sales to appropriate client relationship /cash manager sales managers. Recognize business risk elements of… more
- BMO Financial Group (IL)
- …and thoroughly complete appropriate required documentation + Utilize client relationship management system to track activities and contacts -Uncover referral ... funds, fixed income, certificates of deposit, managed asset allocation program, insurance products, fixed annuities, variable annuities and life insurance )… more
- Bank of America (Quincy, IL)
- …Demonstrated track record of success + Proficiency in using Sales Force / Client Relationship Manager Tool + Strong understanding of the Financial Advisor role ... clients pursue the life they envision through a personal relationship with their advisory team committed to their needs....licensing and registrations (Series 7 and Series 66 and Insurance ). + Education Requirement: A TFA is required to… more
- Republic Services (Chicago, IL)
- **POSITION SUMMARY:** The Sales Supervisor assists the Sales Manager or General Manager with planning, organizing, directing and coordinating the activities of ... to review sales activity funnel (CRM tool), customer retention and relationship activities, review sales performance compared to goal, production and training… more
- Synchrony (Chicago, IL)
- …This role will act as a critical member and as an Analytics product manager for the broader B2B Analytics teams, representing B2B Analytics, leading and owning the ... SYF data warehouses in a more structured and connected relationship . This role will also partner cross functionally to...attributes into Synchrony data warehouses + Serve as product manager for the broader B2B Analytics team, work closely… more
- PNC (Chicago, IL)
- …on a regular basis. Some responsibilities may be performed remotely, at manager 's discretion. Additional Experience: -Proven track record of providing subject matter ... transmission options to best suit clients' needs **Job Description** + Sets relationship strategies and directs relationship management activities with new… more
- Grant Thornton (Chicago, IL)
- …the applicable independence standard (eg, AICPA, SEC). + Advise teams with Relationship Checking activities (eg, guidance or processing assisting on relationship ... AICPA independence standards relating to nonaudit services or business relationship for existing and prospective private audit clients to...to 4 of those years should be at a manager role. + Business related degree (eg, accounting, finance,… more
- WTW (Chicago, IL)
- …(NA) team as a Property & Casualty (P&C) Director/Senior Director in our Insurance Consulting and Technology (ICT) practice. In this role, you will work beside ... risk into a path for growth. With a deep understanding of the insurance industry, we combine data, analytics, and technology to provide innovative solutions tailored… more