- WTW (Charlotte, NC)
- …of Medium and/or Large clients + Drives revenue growth through client sales of additional actuarial, financial, and/or risk solutions + Provides consulting quality ... health and welfare financial/actuarial strategies and analysis in a consulting or brokerage environment + Proven ability to generate revenue + Track record of… more
- HUB International (Nashville, TN)
- …business partners, and HUB colleagues. Responsible for business development and sales with new and existing clients. **ESSENTIAL DUTIES AND RESPONSIBILITIES:** + ... in an insurance Account Management role in required lines is preferred. Brokerage experience is preferred + Excellent customer service, analytical, problem solving… more
- First Horizon Bank (Memphis, TN)
- …buyers in the purchase process through closing. Make external and internal sales calls. Comply with regulatory, secondary market and bank policies and guidelines. ... private banking, consumer, small business, wealth and trust management, retail brokerage , capital markets, fixed income, and mortgage banking services. First Horizon… more
- First Horizon Bank (Birmingham, AL)
- …banking partners **Important Knowledge and Skills:** + Salesforce.com - Salesforce CRM ( Sales / Service Clouds, Marketing Cloud) - certified Admin and/or Product ... private banking, consumer, small business, wealth and trust management, retail brokerage , capital markets, fixed income, and mortgage banking services. First Horizon… more
- First Horizon Bank (Memphis, TN)
- …paves the way to numerous other opportunities within First Horizon including sales , credit, relationship management, loan review or other similar positions. Work ... private banking, consumer, small business, wealth and trust management, retail brokerage , capital markets, fixed income, and mortgage banking services. First Horizon… more
- First Horizon Bank (Atlanta, GA)
- …uncovers prospect needs for products and services and recommends solutions; develops sales plans and strategies; finalizes and helps structure and close deals with ... private banking, consumer, small business, wealth and trust management, retail brokerage , capital markets, fixed income, and mortgage banking services. First Horizon… more
- Citigroup (Washington, DC)
- …with new clients with the goal of bringing in new bank and brokerage assets . Deepen relationships with existing clients in Citi Personal Wealth Management ... serving in a financial advisory capacity . Experience in a proactive, successful sales and service role in the financial services industry . Strong analytical and… more
- Aston Carter (Airmont, NY)
- …- Paid Full Day) Work with a close-knit team in a mid-size insurance brokerage Turn Numbers Into Insights That Drive Success Are you a detail-oriented accounting ... supportive, tight-knit office environment with a team of 10 and over 30 field sales professionals. + Enjoy a consistent weekday schedule with early Fridays off for… more
- Wells Fargo (Denver, CO)
- …to qualify for immediate FINRA registration **Desired Qualifications:** + Full-service brokerage experience + Financial advisement or planning experience + Client ... of Salesforce, Smart Station or contact management system + Financial services sales experience + High level of initiative and accountability + Experience developing… more
- CBRE (Charlotte, NC)
- …to a team of transaction management professionals. This position is part of the Brokerage job family. Brokers are responsible for the buying, selling, and leasing of ... solutions. + Verify the handwritten voucher against the written contract. Enter all sales and lease information into the company database based on guidelines and… more