- BMO Financial Group (New York, NY)
- …process on track with timelines, ensures accurate billing to clients. + Tracks Internal reports and recommends improvements to sales support materials based on ... Achieves sales and other targets established by business plans....Compiles pre-call and post call information packages by accessing internal systems and bank personnel to validate client holdings,… more
- NBT Bank (Fairport, NY)
- …makes appropriate recommendations. Meets regularly with assigned branches to discuss sales ideas, referral opportunities, sales efforts, current investment ... equivalent education and experience + Minimum 2-3 years investment and insurance sales experience required Skills and Abilities: + Thorough knowledge of investment… more
- US Bank (New York, NY)
- …its benefits and best way to utilize the card. + Collaborate with internal teams to ensure a seamless and consistent client experience. Basic Qualifications - ... to travel (local and regional, some national) Preferred Skills/Experience - Well-developed sales and new business development skills, including the development of … more
- Excellus BlueCross BlueShield (Rochester, NY)
- …business opportunities. Essential Accountabilities: Level I + Responsible for sales activities, including retention, prospecting, and cross-selling. + Establishes, ... develops, and maintains positive business relationships with clients, brokers, and internal department contacts. + Develops a thorough understanding of clients… more
- Nuveen Investments (New York, NY)
- …to join our Institutional Distribution group, specifically supporting the Global Consultant Relations team. The successful candidate will partner with the Team ... to ensure coverage of the regional-based Consultant Relations effort. This individual will support the fostering of relationships with counterparts at Investment… more
- Excellus BlueCross BlueShield (Rochester, NY)
- …and divisional meetings, including in person meetings. + Serves as a resource and consultant to other areas of the company. + May be required to represent the ... company to external entities and/or serve on internal and/or external committees. + May chair company committees....policies and procedures. + Serves as a resource and consultant to other areas of the company. + Assists… more
- JPMorgan Chase (New York, NY)
- …not limited to marketing, deep client engagement, product development and sales /retention strategy. As a Managing Director, Private Market Investment Specialist ... collective private markets book of business with our US institutional and consultant client base (including corporate pension funds, state and government sponsored… more
- WTW (New York, NY)
- …via webcast to educte clients/prospects on survey methodology and design. + Conduct internal and client facing survey planning meetings to discuss and agree upon ... changes to surveys for upcoming year + Work with clients and internal colleagues to review compensation survey participation materials including checking technology… more
- WTW (New York, NY)
- …+ Coordinate with existing client teams to identify, develop and win strategic sales opportunities + Build relationships with internal and external sources to ... change and communications support, health and welfare benefits solutions, retirement , etc.) **Responsibilities:** **Clients** + Serve as the lead Executive… more
- Otis Elevator Company (New York, NY)
- …and scheduling of installation for the equipment + Work closely with the internal sales staff, superintendents, and senior leadership to ensure a successful ... will perform customary construction process duties that include managing billing, consultant and contractors' payments, processing RFIs and optimizing change order… more