- Unum Group (Austin, TX)
- …Unum today! **General Summary:** Minimum starting hourly rate is $22.00 The Customer Benefit Advisor (CBA) I is the entry level in a three-level career path. A CBA ... **Principal Duties and Responsibilities** + Be the customers' first line of sight ( advisor ) by being available to assist via multiple avenues of communication with… more
- Huntington National Bank (Houston, TX)
- Description Summary: The Inside Sales Advisor - Merchant Services is responsible for generating and expanding client relationships by providing expert payment ... least 2 years of proven sales/inside sales experience in financial services and the ability to close deals and...from $0-$3 million in annual sales. + Expertise in virtual sales in a call center environment. + Ability… more
- H&R Block (Mesquite, TX)
- …years of experience in accounting, finance, bookkeeping or tax + Experience conducting virtual tax interviews that create confidence in clients + Tax planning and ... and support do it yourself online tax clients through virtual tools (ie, video conferencing, phone, chat, email) +...help associates plan for their unique health, well-being, and financial wellness needs. + Medical coverage - allows eligible… more
- PNC (Houston, TX)
- …is located in-market and you would attend both in-person and virtual appointments. Experience in Merchant Services/Payment Processing sales preferred. Bilingual ... assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time… more
- Sage (Austin, TX)
- Account Executive - Financial Services Job Description: You've closed complex deals. You've prospected new customers. You've repeatedly met quota. Now what? You will ... to midsized business and you will be the trusted advisor partnering with prospects to do so. You'll do...from your leader, you'll learn the Sage landscape, have virtual training on our products and shadow your fellow… more
- Thrivent Financial (Houston, TX)
- …of attracting, selecting , and developing financial advisors . + Experience hiring financial advisor on teams . + Once financial advisors are assigned ... source candidates into open roles across all channels (ex: Virtual Advice, team sales and support roles, etc.). +...understanding of concepts and practices that lead to new financial advisor success. + Demonstrated track record… more
- Raymond James Financial, Inc. (El Paso, TX)
- …branch office. + With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and ... business summary reports and client-specific reporting as needed for review by the financial advisor . + Creates and maintains records and files utilizing Client… more
- Deloitte (Houston, TX)
- …You'll gain exposure to a variety of industries, business models and financial accounting areas, helping your career growth and professional development. Recruiting ... of a team that assists clients in preparing the financial and reporting aspects of an IPO/ SPAC, such...workplace culture and code of conduct. + Be an advisor to newly public and private clients to assist… more
- JPMorgan Chase (Plano, TX)
- …clients, focusing on their first-year experience with our commercial card program. In this virtual role, you will focus on ensuring our clients are setup for success ... high standards of client experience through regular meaningful contact, informative virtual meetings, sharing industry insights, partnering with service and product… more
- Anywhere Real Estate (San Antonio, TX)
- …participate in role acceleration training and ongoing development opportunities. + **Sales Advisor ** : Effective and regular use of CRM to update pipeline progress. ... enablement and growth teams to achieve and improve effectiveness. + **Sales Advisor :** Guide prospects through all phases of the sales process independently with… more