- ADP (El Paso, TX)
- …In this role, you will serve as the single point of contact for a book of business of Group Health Insurance clients. You will own, manage, and service the ... - your #1 goal is to manage an assigned book of clients, serving as an insurance/employee benefits expert,...rapport, establishes trust, and shines with professionalism. Over the phone and in writing, your communication style is clear… more
- TIAA (Frisco, TX)
- …team in overall book management strategy. + Provides client service and sales support as a part of the Wealth Management advisory team, focusing primarily on ... high-net worth clients across all products and services, focusing on building book of businesses, strengthening relationships, and growing and retaining assets. +… more
- Wells Fargo (Fort Worth, TX)
- …branch environment + Carry out business banking focused functions over the phone + Present recommendations for resolving more complex situations + Provide ... a portfolio of small business customers with annual gross sales between $500k and $2MM in an assigned territory...how Wells Fargo can help them through proactive outreach, phone or in-person visits, plan and execute appointments +… more
- TIAA (San Antonio, TX)
- …eligible to participate in competitive variable compensation package (paid on external sales , book of business, and balanced performance metrics) with material ... + 5+ years in a role with personal accountability and managing a book of business or equivalent experience; Required + 5+ years building long-lasting relationships… more
- EquipmentShare (Corpus Christi, TX)
- …+ Territory management of a geographical area. Responsible for the full sales strategy execution from market analysis, sales forecasting, pipeline management ... to and resolve customer inquiries, requests, complaints or other communications. Conducts sales presentations to prospective and existing customers. + Develop new … more
- Kestra Financial (Cypress, TX)
- …Essential Duties and Responsibilities + Supports Lead Advisor of a large book of business, including managing client needs regarding service, asset allocation, case ... account reviews, report generation, and meeting documentation + Identify sales and asset retention opportunities, including viable alternatives when traditional… more
- Kestra Financial (Fort Worth, TX)
- …Essential Duties and Responsibilities * Supports Lead Advisor of a large book of business including managing client needs regarding service, asset allocation, case ... advisor position and prepare to service clients independently * Identify sales and asset retention opportunities; including viable alternatives when traditional… more
- EquipmentShare (Fort Worth, TX)
- …resolve customer inquiries, requests, complaints or other communications. + Develop new sales strategies and techniques to increase our market share and improve our ... plus uncapped commission + Commission guarantee period while building book of business + Company provided truck or Vehicle...truck or Vehicle allowance ($800/mo) + Company provided cell phone or phone stipend + Relocation assistance… more
- Capital One (Austin, TX)
- …team is looking for a highly detail-oriented individual with product, data, sales , and strategic account management experience, to help integrate and create bespoke ... services with our merchant partners + Leverage data to optimize and grow your book of business + Teach, support, and train agencies and industry partners on Capital… more
- Capital One (Austin, TX)
- …team is looking for a highly detail-oriented individual with product, data, sales , and strategic account management experience, to help integrate and create bespoke ... partners + Leverage data and analytical methodologies to optimize and grow your book of business + Teach, support, and train agencies, industry partners, and other… more