- Lincoln Financial (Sacramento, CA)
- …such as contracts, prospectuses, policies, and proposals - Experience in a financial services / insurance organization is preferred - Demonstrated ability ... Financial Group's individual life and annuity products and services - marketing, sales and distribution to... financial security, with products including annuities, life insurance , group protection, and retirement plan services .… more
- Guardian Life (Sacramento, CA)
- …include Guardian Product, Distribution, Financial Professionals, Marketing, Life Insurance specialists, Brokerage, and Sales . **You will** + Travel ... suite of _proprietary Life Insurance_ products to maximize territory sales and attain sales goals. Maintain heavy...million customers realize their dreams through a range of insurance and financial products and services… more
- Umpqua Bank (Rocklin, 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 ... build meaningful, long-term client relationships by exhibiting Breakthrough Client Service Standards and providing customized solutions to help clients achieve… more
- Valet Living (Los Angeles, CA)
- …your team of branch staff and independent contractors to achieve operational and financial objectives. + Expand Service Offerings: Promote the full suite of ... restoration services . Multi-family experience preferred. + Client-Focused: Strong customer service skills with the ability to build trust and deliver results. +… more
- BMO Financial Group (Palo Alto, CA)
- …facilitate solution to the client's/prospect's business and needs. + Assists with sales and service administration and processing ensuring client experience is ... strong relationships with the Portfolio Management and Treasury Product Services Teams, as well as other key product and...referral process development + Risk Management - In-depth + Sales and Service Management -In-depth + Relationship… more
- BMO Financial Group (San Ramon, CA)
- …+ Retains and expands existing relationships to achieve portfolio retention, sales , service , and profitability objectives. + Establishes and enhances ... facilitate solution to the client's/prospect's business and needs. + Assists with sales and service administration and processing ensuring client experience is… more
- Citigroup (Pleasant Hill, CA)
- …client relationships. . **Responsibilities:** + Exhibits strong sales and service skills, presenting products and services while proactively educating ... the bank floor to proactively identify and address client sales and service needs; appropriately convert ...financial solutions to existing and potential clients (eg sales wall, tablet, smart phone, workbench, iPads, etc.) +… more
- EMCOR Group (Irvine, CA)
- … services and information, maintaining existing client relationships, developing sales presentations, and following through with each client and opportunity. This ... but not be limited to, the following: + Agreement and alignment with EMCOR Services , Mesa Energy Systems' written philosophy of sales , established processes, and… more
- Stryker (Los Angeles, CA)
- …new sales personnel. + Develop plans in accordance with the Senior Director of Sales and Service to maximize sales opportunities in the region. + Develop ... discipline + 3-6 years of sales and/or sales management experience. + Financial analysis +...life and AD&D insurance , and short-term disability insurance . Stryker offers innovative products and services … more
- Guardian Life (Sacramento, CA)
- …day, Guardian helps our 29 million customers realize their dreams through a range of insurance and financial products and services . Our Purpose, to inspire ... for Guardian's various product lines, including life and disability insurance , mutual funds and annuities, by: + Preparing business...+ Clearly and concisely explain the tax, legal, and financial /cost aspects of various sales opportunities and… more