- BMO Financial Group (IL)
- …must be available to work the 10-7pm CST shift as needed)_ + **Licensed Position** _:_ Active Series 7 , 66 or 7 ,63+65 and Life and Health are Required for ... the continued growth of the portfolio + Meet monthly sales goal + Outside Asset Gathering (ie, prospecting from...minimum of 3-5 years of financial industry experience + Series 7 and 66 or ( 7… more
- Publicis Groupe (Chicago, IL)
- …for Engagement vs. Conversion goals, customer retention, growing brand equity, and sales forecasting - into Marketing Science and Data Science frameworks and ... and executed Experimentation and an inherent curiosity to test and learn. 7 . Conduct workshops and strategic discussions with stakeholders to define project scope,… more
- Neuberger Berman (IL)
- …collaborate within internal teams + Desire to contribute to the building of a nascent business + Series 7 , 63/65 or Series 7 , 66 required + Series ... seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective… more
- BMO Financial Group (Joliet, IL)
- …of education and experience. + FINRA Series 6, 63 & 65 Licenses OR FINRA Series 7 & 66 licenses. + Life and Health Insurance Producer's License. + Completed ... customer. Determines client needs and provides solutions though the sales of managed products and services (eg mutual funds,...referrals to business partners. + Supports the achievement of sales and performance targets for new asset sales… more
- Bank of America (Chicago, IL)
- …negotiating with a team of bank associates to solve client problems. + Securities Industry Essentials (SIE), Series 7 & 63 (Must obtain SIE, series 7 & ... + Acquires, deepens, and maintains profitable client relationships through sales , prospecting, and enhancing existing relationships + Understands and interprets… more
- US Bank (Oak Lawn, IL)
- …in a financial sales position, preferably working with the affluent client segment + FINRA Series 7 and 66 or, Series 7 and 63/65 combination and ... across the organization + Centralized marketing support, local marketing, and sales enablement tools including thought leadership content, local events, social… more
- TIAA (Chicago, IL)
- …Preferred **Work Experience** + No Experience Required **FINRA Registrations** + SRC Indicator: Series 7 ; Series 63 **Physical Requirements** + Physical ... for our asset management business. **Key Responsibilities and Duties** + Fulfill sales support and service requests for product and marketing collateral. + Build… more
- JPMorgan Chase (Chicago, IL)
- …record of success in performance related to academics and work history + Bachelor's degree + Series 7 ; Series 63 needed (All Licensing is required within 90 ... perspective to inform client decisions + Coordinating with DC and retail field sales counterparts to promote platform solutions + Implementing our sales process… more
- Bank of America (Chicago, IL)
- …other team members * Takes on a leadership role on the team and within the business community * Series 7 , 63 and 65 (or Series 7 and 66) required (may ... proactively asks for and closes business * Solutions oriented; sales and financial aptitude a must * Must be...Problem Solving * Investment Products and Solutions * Advisory Sales * Pipeline management * Active Listening * Collaboration… more
- JPMorgan Chase (Chicago, IL)
- …resources + Required have or be able to obtain within the first 120 days Series 7 ; Series 63 (or 66) **Preferred qualifications, capabilities and skills** ... better outcomes for participants. **Job Responsibilities** + **Drive 401(k) pipeline and sales growth in a specified geographic region in partnership with Chase… more