- KeyBank (Denver, CO)
- …business, this individual is responsible for assisting the Key Investment Services Sales Force in achieving sales goals, customer service, business growth ... the Key Investment Services Team by being an initial sales and service contact for new and existing clients....for newsletters, bios, etc. Additional Licensed IA functions: Process annuity and 1035 exchange paperwork, place all trades for… more
- Truist (Rockville, MD)
- …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
- Atria Wealth Solutions (Dublin, CA)
- …coordinate the preparation of daily, monthly, and annual reports related to sales activities, income, expenses, and referrals. + Assist in preparing annual operating ... and evaluate short and long-term business plans of the Financial Advisors and Sales Assistants. + Develop training content for branch teams and vet content with… more
- Equitable (Charlotte, NC)
- …for product launches, updates, and regulatory implementations Center of excellence support: + Sales team technical product support - RVP's, sales desk, via phone ... product support and issue resolutionfor RVP's, advisors, Service and Ops + Product sales trainingongoing for RVP's, sales desks, advisors + RFP review and… more
- First Horizon Bank (Knoxville, TN)
- …+ Serve as operational support for our licensed bankers in the areas of sales tracking, paperwork completion, system usage and annuity issuance. + Provide ... listed in the job posting. **Summary:** Responsible for operational and sales -related support of life-insurance licensed bankers across First Horizon's retail… more
- USAA (San Antonio, TX)
- …lead multiple teams of Health, Life or Retirement Income Specialists, Sales /Solutions Consultants, and/or Business Process Owners who are responsible for providing ... develops managers to improve performance and reduce variability amongst sales staff. Analyzes existing workflow and processes by organizing...+ 10 or more years of Retirement Planning and/or Annuity experience. + 5 or more years of working… more
- Principal Financial Group (Addison, TX)
- …**New Business Consultant** is instrumental to the success of regional sales offices by building partnerships with our financial professionals, accurately onboarding ... onboarding of new clients by accurately preparing and processing insurance, annuity , and investment account applications. Manage account openings and asset movement… more
- Raymond James Financial, Inc. (Athens, GA)
- …The program takes a holistic approach by incorporating training for technical and sales skills to fully position new Advisors for success. In conjunction with a ... individual practice. The Trainee will balance new client development, sales activities, investment management, customer service and compliance with...start of the program. + Life, Health and Variable Annuity or the ability to obtain within six (6)… more
- City of Boise (Boise, ID)
- …zero-premium healthcare option for you and your family and a generous lifetime- annuity pension plan through PERSI. In addition, you'll receive three weeks of ... and farm operations budgets and asset replacements. Serves on the commodities sales committee and provides oversight for crop sales activities. Negotiates… more
- ExxonMobil (Spring, TX)
- …a proven track record in developing business from ideation through to commercial sales in the automotive sector. **What you will do** **Market Analysis:** + Evaluate ... the leading Tier One producers in USA/Canada/Mexico to grow sales . **Opportunity Development:** + Create program opportunities and coordinate...cost to you. The basic benefit is a monthly annuity to be paid to you in retirement for… more