- Bank of America (Lincoln, RI)
- …Center. Your responsibilities include delivering point of call servicing and resolution on brokerage accounts, identifying client needs, and a focus on service to ... sales with existing Merrill clients. You will be providing...find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams… more
- CBRE (Nashville, TN)
- …02-May-2025 Service line GWS Segment Role type Full-time Areas of Interest Executive Management, Sales & Leasing Location(s) Remote - US - Remote - US - United ... and Advisory leadership, this individual will be responsible for implementing the sales and growth strategy for large global strategic accounts utilizing the… more
- Vertafore (CA)
- …territory. * Increase the number of Vertafore customers by selling to non-Vertafore Brokerage . * Use the Vertafore Value Selling System. * Serve as the lead ... existing clients and/or identify areas of improvement to meet sales quotas * Forecast and track key account metrics...* Forecast and track key account metrics (eg quarterly sales results and annual forecasts) * Prepare reports on… more
- San Francisco Federal Credit Union (San Francisco, CA)
- …position. TASKS, DUTIES, FUNCTIONS: * Utilizing a consultative, holistic approach, sales process, and assessment tools where appropriate. * Providing comprehensive, ... comprehensive financial solutions by offering a suitable and diversified set of brokerage , advisory, and insurance solutions to meet client needs and objectives. *… more
- First Horizon Bank (Raleigh, NC)
- …identification and fitment into revenue cycle. + Serve as a technical Treasury Management sales resource and participate in key sales and training situations for ... the managed product in various real-world installations. Share insights with TM Sales and TM Operations. Capture and illustrate the client experience to highlight… more
- USAA (San Antonio, TX)
- …without Bachelor's Degree) + 6 years of experience in annuity product sales , relationship management, and/or annuity operations. + 3 years of experience in ... annuity and/or life insurance distribution through full-service brokerage and bank broker dealer firms. + Excellent relationship management skills and demonstrated… more
- HUB International (Wilmington, MA)
- …performance appraisal and salary recommendation. + Oversees the Select Business sales , service, and marketing process, for New England clients directly impacting ... maintains a strong knowledge of competitor capabilities, including their sales /service strengths/weaknesses relative to HUB's. This should include identifying and… more
- USG Insurance Services, Inc. (Pittsburgh, PA)
- Account Executive: Brokerage Hours : 8:30-5:00 Local Time Location : Remote or hybrid, depending on your area Compensation : Based on Experience Offices : At USG, we ... oversee and manage both our proprietary and third-party systems, ensuring our sales operations stay at the forefront of technological advancement. Embark on your… more
- WTW (Detroit, MI)
- …position will be a subject matter expert role focused on new business sales ; marketing; voluntary benefit products; service design and ongoing management of WTW ... clients. This will require execution of a growth/ sales strategy, including the on-going refinement of the product...group voluntary benefit plans gained in a consulting or brokerage environment; prior experience in underwriting or in an… more
- First Horizon Bank (Smyrna, TN)
- …Enhance individual knowledge to better serve clients by attending relevant sales , service, and product knowledge meetings, training classes, and web-based learning. ... ** Sales and service** + Cross-sell and make referrals to...banking, consumer, small business, wealth and trust management, retail brokerage , capital markets, fixed income, and mortgage banking services.… more