- Citigroup (New York, NY)
- …serving in a financial advisory capacity + Experience in a proactive, successful sales and service role in the financial services industry + Strong analytical and ... (Excel, Outlook, and Word) and experience in financial planning software preferred + Basic understanding of investment and financial...(or 63 and 65) licenses + Group 1 Insurance License + This position requires the employee to register… more
- JPMorgan Chase (New York, NY)
- …FINRA Series 66 (63/65), 9/10 (4,24,53). + Appropriate State Life & Health Insurance license . Additional licensing requirements must be met within 120 days of ... and findings to senior management for strategic decision-making. + Collaborate with the Sales Practice Review team to ensure best practices are followed. + Resolve… more
- City National Bank (New York, NY)
- …coordination of accurate data and documentation, this person creates in-depth sales proposals, generates investment analysis and financial planning materials and ... team, the division, CNB, and clients. What you will do * Prepare in-depth sales proposals through the creation of: Detailed fixed income and equity analyses; Current… more
- AON (NY)
- …Property and Casualty license + 4+ years property and casualty insurance sales producer experience, preferably in high net worth + Proficient in using a variety ... of computer programs including agency management software / CRM, MS Office, and carrier quoting tools +...license + 4+ years property and casualty insurance sales producer experience, preferably in high net worth +… more
- Autodesk (New York, NY)
- …strong customer engagement. We are a fun, driven, and successful team. The Sales Renewals Specialists' sole focus is to retain, expand, and renew customers. We ... ensuring they return to us year after year. Our team manages the post- sales renewals process, supports customer onboarding and adoption efforts, and partners closely… more
- Deloitte (Williamsville, NY)
- …projects in a fast-paced, team environment + Lead and assist Customer and Sales Operations pursuits and practice development initiatives + Promote and participate in ... + Enrolled Agent + Certifications: + US Customhouse Broker's License + CUSECO (Certified US Export Control Officer) +...Manager + Certified SAFe Architect + Certified SAFe Agile Software Engineer + Certified SAFe Product Owner / Product… more
- CDM Smith (Poughkeepsie, NY)
- …the design of geothermal energy projects, develop staff, and assist in developing sales growth. As the Geothermal Energy Discipline Leader and a contributor to CDM ... that firm policies and practices are followed on all designs. - Collaborate with sales staff to create proposals in response to current and potential client requests… more
- CDM Smith (New York, NY)
- …the design of geothermal energy projects, develop staff, and assist in developing sales growth. As the Geothermal Energy Discipline Leader and a contributor to CDM ... that firm policies and practices are followed on all designs. - Collaborate with sales staff to create proposals in response to current and potential client requests… more
- CDM Smith (Syracuse, NY)
- …firm policies and practices are followed on all designs. - Collaborating with sales staff to create proposals in response to current and potential client requests ... the visibility of the firm's products and services in collaboration with applicable sales staff. - Performing other duties of basic to high complexity as necessary… more
- ITW (Albany, NY)
- …strengthens ITW's position as a market leader. **Essential Duties and Responsibilities** ** Sales Growth and Market Expansion:** + Develop and execute business plans ... to drive revenue growth and achieve sales targets + Introduce and sell new and existing...and analytics to meet defined objectives. + Utilize dealership-specific software platforms (eg, DMS, schedulers, menus) alongside ITW's suite… more