• Branch Manager

    Rain for Rent (Imperial, CA)
    …leads. + Execute Sales Plan, including: Brown Bags, Tow & Shows and referrals . Aggressively follow up on leads, prospects, bids and attend regular Sales Meetings ... at a bi-monthly minimum. Manage each Sales Reps individual Sales Plan to meet/exceed full product line representation. + Ride with Sales Reps and actively participate in Brown Bags, Tow & Shows and Sales Calls to ensure quality of presentations. + Promote Full… more
    Rain for Rent (06/18/25)
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  • Sr Sales Account Manager - CPA Centric

    Paychex (San Francisco, CA)
    …appointments and visiting potential & current referral sources to secure/extract referrals to end users. + Serves as coordination and communication channel ... lead for internal Paychex departments. Acts as liaison with Field Sales, Business Development, Marketing, Product Development, Finance, Service, and Corporate to resolve client issues concerning payroll and ancillary products to ensure client satisfaction and… more
    Paychex (06/14/25)
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  • Director, Fixed Income/Institutional Sales

    Fifth Third Bank, NA (Los Angeles, CA)
    …and underwriters. + Generate revenue at level exceeding goal determined by Sales Manager . + Make customer/prospect referrals to other corporate calling officers ... Institutions, Real Estate Capital Markets, Corporate Trust and others. + Provide manager with monthly recap of activity and developmental needs. + Maintain currency… more
    Fifth Third Bank, NA (08/30/25)
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  • Referral Services Assistant

    Elevance Health (CA)
    …support to clinical team to facilitate the administrative components of clinical referrals for case management or disease management services to include home health, ... make an impact :** + Initiates and manages clinical referrals for participants registered in a disease management or...setting. + Strong computer literacy with the ability to manager multiple software programs simultaneously. + Ability to enter… more
    Elevance Health (08/30/25)
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  • Financial Advisor

    BMO Financial Group (Santa Monica, CA)
    …savings plans, and other similar products). Provides other solutions indirectly through referrals to business partners. + Supports the achievement of sales and ... (eg outbound calling campaigns, conducting seminars) and cultivate branch employee referrals . + Identifies opportunities during customer conversations to generate … more
    BMO Financial Group (08/14/25)
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  • Wealth Financial Advisor

    BMO Financial Group (Los Angeles, CA)
    …savings plans, and other similar products). Provides other solutions indirectly through referrals to business partners. + Develops internal and external networks and ... (eg outbound calling campaigns, conducting seminars) and cultivate branch employee referrals . + Identifies opportunities during customer conversations to generate … more
    BMO Financial Group (07/15/25)
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  • Senior Complex Case Social Worker

    International Rescue Committee (Oakland, CA)
    …(specifically Strong Families Alliance providers), aids in developing supports and referrals that are responsive to client needs, supports strong data collection, ... of the programming for complex cases, working with the Safety and Wellness Manager , Resettlement Manager , IRC in Oakland's immigration legal team, and other… more
    International Rescue Committee (08/19/25)
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  • Job Developer Lead

    Volunteers of America Los Angeles (Lancaster, CA)
    …and retirement benefits. JOB SUMMARY AND PURPOSE The Lead Job Developer/Case Manager will arrange, coordinate, monitor, mentor, and assure all delivered services by ... and monitor case load of team: + Review daily referrals and screenings of Veterans + Designates participants to...all supporting documents are verified + Provides information and referrals for callers and walk-in Veterans + Monitors Job… more
    Volunteers of America Los Angeles (08/27/25)
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  • MAT Physician (MD/DO)

    Wellpath (Dublin, CA)
    …for assessing and providing medical care to patients in collaboration with the Nurse Manager - Health Services & PI and ARNPs, and ensuring the smooth flow of ... consultations and referrals between medical staff. This position also includes on-call...Conducts initial and ongoing physical assessments of patients, provides referrals as needed, and ensures complete and accurate documentation… more
    Wellpath (08/26/25)
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  • Financial Solutions Advisor-Central San Diego

    Bank of America (San Diego County, CA)
    …achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, ... goals and needs * Triages client requests and makes referrals to appropriate internal service providers based on client...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
    Bank of America (08/23/25)
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