- PNC (Dallas, TX)
- …Wealth Management you will be a part of one of the fastest growing bank broker -dealers. You may be based in Austin, Dallas, Fort Worth, Houston, or San Antonio, TX, ... Beach, FL, Birmingham, AL, Charlotte, NC, or Phoenix, AZ. Bilingual Spanish preferred . PNC Wealth Advisors deliver tailored advice and strategic planning designed to… more
- Kestra Financial (Cypress, TX)
- …account reviews, report generation, and meeting documentation + Identify sales and asset retention opportunities, including viable alternatives when traditional ... objectives + Active engagement in client events, marketing and sales efforts on behalf of the firm; not required...Bachelor's degree in finance, accounting or a related field preferred + The ideal candidate will have 3+ years… more
- TIAA (Dallas, TX)
- …other goals ensuring a good client experience. In addition to their sales responsibilities, the consultant performs many of the administrative functions related to ... states. This role falls under the scope of the Broker -Dealer. All licenses must be obtained within 120 days...this process. + Develop and maintain a pipeline of sales opportunities to ensure clients complete all steps to… more
- Acosta Group (Dallas, TX)
- …for respective retailers/wholesalers + Align on strategy and plan with Region Broker Managers, Identify Opportunities and threats + Feed CM's w/ planning analytics ... insights and merchandising activation plans for each key initiative + Attend Customer Sales Calls with the Customer Manager Team where appropriate + Develop and… more
- Kestra Financial (Fort Worth, TX)
- …advisor position and prepare to service clients independently * Identify sales and asset retention opportunities; including viable alternatives when traditional ... of business objectives * Active engagement in marketing and sales efforts on behalf of the firm; not required...Experience * Bachelor's degree (finance, accounting or related field preferred ) * The ideal candidate will have 3+ years… more
- CVS Health (Austin, TX)
- …Senior Manager will drive cross-functional collaboration with digital, IT, sales , sales enablement, marketing, underwriting, actuarial, finance, operations, ... and ROI. + Participates in and/or conducts focus group sessions, broker briefings or one-on-one meetings with consultants, brokers, general agents and/or… more
- CBRE (Austin, TX)
- …effectively negotiate the business terms and conditions. + Coordinate the negotiation of sales through a field broker . This includes negotiating leases and lease ... management of real estate transaction activities including new leases, renewals, sales , acquisitions and dispositions on behalf of the client. Their portfolio… more
- The Hartford (Frisco, TX)
- …Effective at rebuilding "damaged" customer relationships. + Accompanies underwriters and sales staff on marketing visits in order to establish working relationship ... for agents and company when reviewing new or renewal accounts. + Support sales efforts through an understanding of Middle Market strategies and industry programs, as… more
- Proofpoint (Houston, TX)
- …(ITM) On-Premise and SaaS, Email DLP, Endpoint DLP, Cloud Application Security Broker (CASB), SaaS Isolation & Adaptive Access Control (AAC), and Proofpoint ... customer concerns and manage escalations. + Work closely with your corresponding sales organization to ensure customer needs are met and customer satisfaction… more
- The Hartford (San Antonio, TX)
- …support from leadership and infrequent referral activity to complete quotes + Broker Management which includes creating, driving and execution of strategies for new ... provider to Brokers + Partnership with E&S Binding Underwriting & Sales leadership identifying trends and recommending enhancements for increased profitable growth… more
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