- PNC (Mansfield, TX)
- …may be considered. **Education** Bachelors **Certifications** No Required Certification(s) **Licenses** FINRA Series 7 and 66 (or 63,65) required. Life and ... and insurance book of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making… more
- First Horizon Bank (Dallas, TX)
- …OFFICE EQUIPMENT SKILLS** + Microsoft Office suite **CERTIFICATES, LICENSES, REGISTRATIONS** (Ex: CPA, Series 6 or 7 license, etc) + None required **About Us** ... sources. + Provide product support to the Treasury Management Sales and Service partners. + Work with project teams...in this position: + Bachelor (4-year college) degree and 5- 7 years of experience or equivalent combination of education… more
- Thrivent Financial (Austin, TX)
- …+ Will and skill to commit to joint field work expectations. + Licensing: + FINRA Series 7 , 63/65 or 66 required or obtained within 90 days. + State insurance ... pipeline to support the market capacity growth and total sales objectives through advisor referrals and community relationships. +...open roles across all channels (ex: Virtual Advice, team sales and support roles, etc.). + In partnership with… more
- HCA Healthcare (Houston, TX)
- …leadership role within their division and is proficient in leading an integrated sales organization. **Duties include but are not limited to:** + In conjunction with ... tool) Power User, oversees in-depth training through conducting a series of training sessions for new hires, as well...least two training sessions per year outside of established sales meetings. + Serves as first reviewer for Growth… more
- Vanguard (Dallas, TX)
- …combination of training and experience. Graduate degree preferred. + This job requires FINRA Series 7 , 24, 63, 65, 66 or ability to acquire within department ... loyalty and retention, and driving growth. We are seeking a highly motivated sales and/or client service leader, coach, and strategic problem solver to join the… more
- First Horizon Bank (Dallas, TX)
- …systems and payment platforms is preferred. **CERTIFICATES, LICENSES, REGISTRATIONS (Ex: CPA, Series 6 or 7 license, etc)** + Certified Treasury Professional ... revenue cycle. + Serve as a technical Treasury Management sales resource and participate in key sales ...Management sales resource and participate in key sales and training situations for products + Prepare product… more
- Commander, Navy Installations (Fort Worth, TX)
- …bar menu items or prepackaged retail items. Collects fees from customers associated with sales of tickets, retail and rental items, as well as from classes, trips, ... and various other Community Recreation programs using Point of Sales (POS) and computer programs. Is accountable for the...and from dates. Government positions must include pay plan, series , grade, to and from dates and address of… more
- JPMorgan Chase (Arlington, TX)
- …equivalent + Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/ 7 , state registration (including 63 or 66 if required), and ... options to access their accounts 24 hours a day/ 7 days a week. **Job responsibilities** + Delivers an...skills** + 1+ year of experience in Retail banking sales , Financial services sales , Consultative relationship … more
- City National Bank (Austin, TX)
- …or Ultra High Net Market markets * 2 + years delivering formal client presentations * FINRA Series 7 and 63 or 66 licenses * Ability to travel 40-50% of the time ... industry developments. * Ensure that the transition from the sales process to portfolio management is smooth and accurate....assets to the firm using a highly professional consultative sales approach. WHAT DO YOU NEED TO SUCCEED? *Required… more
- PNC (Houston, TX)
- …directs relationship management activities with new and/or existing clients to grow sales , revenue and market share. Typically works with clients with advanced ... range of PNC's products and services. Leverages reporting and sales tools to proactively identify and successfully convert ...Required Certification(s) **Licenses** Public Finance & Healthcare - SIE, Series 52 & 63 (79 optional) within 180 days… more