• Business Development Director

    McKinstry (Seattle, WA)
    …Development function to create and deliver the go-to-market strategy, teams and sales results required to establish and grow McKinstry's Operate and Maintain ... annuity and project services regionally throughout the NW. Additionally,...the NW. + Develop and execute strategic market and sales plans required to meet expected revenue, margin, and… more
    McKinstry (04/16/24)
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  • Client Care Specialist (FINRA Required)

    Equitable (Charlotte, NC)
    …required to complete calls in queue post-5:00 PM ET + Retain Equitable's annuity contract holders through handling inbound calls looking to transfer their contract ... advisors + This position is highly customer centric; evidence of telephonic sales , face-to-face sales , and/or customer service experience is highly desirable… more
    Equitable (04/16/24)
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  • CIS Cluster Lead FS

    Capgemini (NY)
    …relationships for Capgemini's Financial Services sector. You are accountable for sales and delivery of contracts, strengthening, growing and advancing relationships ... across North America geographies. You help our Senior Strategic Sales Leads sell the value and benefits of our...Good knowledge of Infrastructure scope and delivery operations of annuity and managed services business extending beyond a year.… more
    Capgemini (06/02/24)
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  • Senior Account Executive

    IT1 (Tempe, AZ)
    iT1 is looking for motivated, enthusiastic full-solution technology sales individuals to join our team in the role of Senior Account Executive. If you are looking to ... with a robust lead generation program to support your sales growth. This provides you with a chance to...Care We Offer: + Lucrative Compensation plan including income-earning annuity and consumption-based recurring profit model + High-Tech Office… more
    IT1 (05/01/24)
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  • Financial Advisor

    Atria Wealth Solutions (San Rafael, CA)
    …Member product penetration. Further, they will provide investment, retirement, annuity , advisory, and educational investment planning, and advice, as licensed, ... the VP/Wealth Management. + Leads all aspects of the sales process, while calling upon other company sales... sales process, while calling upon other company sales resources to assist in solution development, proposal delivery,… more
    Atria Wealth Solutions (03/27/24)
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  • Central Investment Team

    Fifth Third Bank, NA (Cincinnati, OH)
    …an advisor-based model by gathering/growing assets under FTS management and utilizing sales of the full range of securities products. Responsible and accountable for ... designed to help clients achieve financial goals + Achieve sales goals while serving the clients best interest +...and 63 in Michigan and Ohio) are required. Variable Annuity license is required. + Highly developed knowledge of… more
    Fifth Third Bank, NA (05/15/24)
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  • Service Support Consultant

    TIAA (Frisco, TX)
    …as an extension of the Wealth Management Advisory Consultant teams by providing sales and service support of anticipated client needs. This role proactively and ... of the TCR Distribution teams by assisting with both sales and service support needs across all products and...record keeping questions, plan rules conflict), payment research and annuity income follow up and maintenance. + Ability to… more
    TIAA (05/01/24)
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  • Senior Life Underwriting Consultant

    HUB International (Providence, RI)
    …BSMG is a nationally recognized leader in the life insurance and annuity distribution business. Our clients are insurance professionals, financial advisors, and ... for the customer and for fair dealing. Our dynamic team of internal sales specialists works closely with our marketing department and cutting-edge technology to… more
    HUB International (04/04/24)
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  • Brokerage Registered Client Service Associate

    Truist (Coral Gables, FL)
    …time frame required for presentation and answering of questions. 6. Maximize sales opportunities by contacting potential investment clients based on internal and ... to identify existing client, account, and product attributes that present sales potential. 7. Provide operational guidance to Financial Advisors ranging from… more
    Truist (06/08/24)
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  • International Registered Client Service Associate…

    Truist (Coral Gables, FL)
    …time frame required for presentation and answering of questions. 6. Maximize sales opportunities by contacting potential investment clients based on internal and ... to identify existing client, account, and product attributes that present sales potential. 7. Provide operational guidance to financial advisors ranging from… more
    Truist (04/26/24)
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