- UMB Bank (Oklahoma City, OK)
- …knowledge of trends, products, technology, and competition + Maintain a client book of business. + Execute an ongoing proactive client contact strategy utilizing ... you have:** + College degree or 7+ years of experience in direct financial sales + 5+ years of wealth management/private banking experience in the financial services… more
- JB Hunt Transport (Kansas City, MO)
- **Job Title:** Logistics Solutions Representative-ICS **Department:** Sales , Marketing & Product Management **Country:** United States of America **State/Province:** ... (ie securing freight capacity, tracking & tracing loads). * Book & appoint loads tendered from customers and trace...responding to customer issues or requests. * Solicit new sales by developing leads and cold calling potential customers… more
- MAPFRE Insurance (Webster, MA)
- …agencies in a territory to identify potential concerns or trends within their book of business. + Works closely with Business Development Reps and/or Supervisor and ... the overall profitability, quality and composition of each agency's book . **Skills/Abilities:** + Demonstrate ability to exercise business judgment, effective… more
- Raymond James Financial, Inc. (St. Louis, MO)
- …combined to form a functional group. May service clients in his/her own book of business. **Essential Duties and Responsibilities** + Assists Resident Manager at ... accounts. + Develops and implements plans to meet office sales goals. + Facilitates sales promotion activities...and procedures. + May service clients in his/her own book of business. + Participates in community affairs as… more
- Raymond James Financial, Inc. (St. Louis, MO)
- …& Associates (RJA) retail branch. May service clients in his/her own book of business. **Essential Duties and Responsibilities** + Attracts, selects, orients, ... accounts. + Develops and implements plans to meet office sales goals. + Facilitates sales promotion activities...the firm. + May service clients in his/her own book of business. + Performs other duties and responsibilities… more
- AON (Franklin, TN)
- …service. + Grow revenue and increase market share within the market through individual sales . + Lead and partner with local leadership team to implement and complete ... that information to explore potential solutions. + Manage a book of business and expand overall client relationships. Skills...and increase market share within the market through individual sales . + Lead and partner with local leadership team… more
- Thrivent Financial (Minneapolis, MN)
- …are driving productivity, practice management, teaming, succession, advice, and balanced sales growth. This position will also work closely with other distribution ... their success. Develop and implement strategies to enhance practice productivity, including book management, client service models, and staffing. + Coach and promote… more
- Kestra Financial (Cypress, TX)
- …Essential Duties and Responsibilities + Supports Lead Advisor of a large book of business, including managing client needs regarding service, asset allocation, case ... account reviews, report generation, and meeting documentation + Identify sales and asset retention opportunities, including viable alternatives when traditional… more
- Kestra Financial (Fort Worth, TX)
- …Essential Duties and Responsibilities * Supports Lead Advisor of a large book of business including managing client needs regarding service, asset allocation, case ... position and prepare to service clients independently * Identify sales and asset retention opportunities; including viable alternatives when...behalf of the firm; not required to build own book of business * Commitment to culture requires a… more
- Fifth Third Bank, NA (Huntsville, AL)
- …Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: A sales position responsible for the acquisition, growth, and retention of bank customers, with ... and mass affluent prospects. Proactively contact and service customers in the sales and service of bank products, conduct needs-based assessment of the prospective… more