- Raymond James Financial, Inc. (St. Petersburg, FL)
- …executing unsolicited orders and offering guidance in relation to other associated sales practice activities and requirements. Guidance is provided to perform varied ... on all aspects of our business and intertwined departments. * Assists in sales practices, oversight of the account opening process, the execution of client… more
- Ryder System (Hanover, MD)
- …oriented with excellent follow-up practices + Knowledge of truck brokerage advanced preferred + RD/Logistics/Transportation industry advanced required + Ryder ... advanced required + Ryder products & services advanced required + Ryder sales process advanced required + Ryder pricing models advanced required **Qualifications** +… more
- Friedman Management Company (St. Louis, MO)
- …created for a certain individual that has high energy, great communication, and sales skills. In this client-facing role, you will be responsible for establishing ... Lake Townhomes in St. Louis, MO. We are looking for someone with sales experience in leasing apartments. Responsibilities: + Clerical duties as required + Fielding… more
- Truist (Richmond, VA)
- …overall transaction and escalate complex matters to Team Lead and/or Divisional Sales Management. + Review of Electronic Correspondence/Social Media Review to ensure ... compliance related procedures, training and identification of potential harmful trends, sales practice patterns, conflicts of interest or issues that potentially… more
- Atria Wealth Solutions (Raleigh, NC)
- …Here's what we need to see on your resume: Experience: + Five years of sales or advisory experience in the securities brokerage , advisory, or insurance fields ... Financial Advisor, you'll have the opportunity to use your sales talents and ability to build rapport as you...employee of Coastal and a dual employee/agent of CUSO Brokerage Services, Inc. (CFS) and/or Members Trust Company (MTC).… more
- Bank of America (Reisterstown, MD)
- …financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by ... short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money… more
- HUB International (Newport Beach, CA)
- …financial knowledge sharing and education to clients, peers, and/or members of the sales and client service teams. + Completes peer review and assists with overflow ... models and building own models. + Assist clients as well as sales and production teams (client meetings, prospect presentations, speaking opportunities) **Key… more
- Charles Schwab (Richfield, OH)
- …through a combination of inbound and outbound calls + Utilizing a consultative sales approach to identify customer needs and provide client focused solutions to ... influence and persuade + Preferred experience in qualified retirement plan and/or brokerage environment + Financial business development experience + Knowledge of … more
- AON (New York, NY)
- …difficult decisions. + Minimum of 5-10 years of marine insurance brokerage and/or underwriting experience and/or related experience. + Effective working knowledge ... that requires the ability to handle multiple tasks simultaneously. + Sales experience preferred. + Must maintain appropriate broker's license. Education: +… more
- Wells Fargo (Charlotte, NC)
- …concerns and issues as it relates to the FiNet Financial Advisors and associated Brokerage locations. Learn more about the career areas and lines of business at ... supervision policies, practices, hiring, disciplinary actions and training + Monitor sales review activities, coordinate proper staff and coverage and develop and… more