- Atria Wealth Solutions (Marion, IN)
- …the credit union and cross-sell as the opportunity arises. + Records all sales , transactions, and pertinent conversations are documented. + Keep prospectus and ... sales literature stocked and current. + Compile monthly activity...Financial Services, LP (CFS). Member FINRA/SIPC. CFS is a broker /dealer and Registered Investment Advisor with a stable track… more
- Cushman & Wakefield (Jacksonville, FL)
- …Analyst will support transactions generated by Cushman & Wakefield's Investment Sales brokerage services specializing in multifamily investments. The primary role of ... **Job Description** **Essential Duties** + Support the execution of MAG Broker team financial analysis and valuation modeling requests, including scenario analyses… more
- Atria Wealth Solutions (Cincinnati, OH)
- …regular feedback to the branch employees, identified credit union executives and sales manager regarding sales practices and business development initiatives. ... U-4 and Background + Two or more years of sales experience in the financial services industry, preferably in...you develop + Experience and aptitude with working with broker -dealer technology, ie, electronic order entry systems, DocuSign, etc.… more
- Atria Wealth Solutions (Fort Worth, TX)
- …regular feedback to the branch employees, identified credit union executives and sales manager regarding sales practices and business development initiatives. ... and Background + Two (Three) or more years of sales experience in the financial services industry, preferably in...full-service financial planning and investment advice. CFS is a broker /dealer and RIA with a stable, 25-year track record… more
- Atria Wealth Solutions (Allentown, PA)
- …regular feedback to the branch employees, identified credit union executives and sales manager regarding sales practices and business development initiatives. ... U-4 and Background + Two or more years of sales experience in the financial services industry, preferably in...you develop + Experience and aptitude with working with broker -dealer technology, ie, electronic order entry systems, DocuSign, etc.… more
- Atria Wealth Solutions (Richmond, VA)
- …regular feedback to the branch employees, identified credit union executives and sales manager regarding sales practices and business development initiatives. ... U-4 and Background + Two or more years of sales experience in the financial services industry, preferably in...develop + Experience and aptitude with working with a broker -dealer technology, ie, electronic order entry systems, DocuSign, etc.… more
- Colgate-Palmolive (Rosemont, IL)
- …Team Manager** for **Albertsons** , you will be responsible for achieving sales goals, including volume, pricing, spend, and retail execution targets. You will ... design and implement strategic plans to maximize sales , profitability, and customer satisfaction, while managing the business's P&L. This role involves leading a… more
- Atria Wealth Solutions (Lunenburg, MA)
- …future! Function: Sell investment and insurance products, available through our Broker Dealer, to individuals and small businesses by providing investment ... visibility among branch staff. In partnership with branch manager and/or investment sales associate, leads the branch team on actions to achieve investment results.… more
- Catholic Health Initiatives (Houston, TX)
- …for attracting both domestic and international patients. + Collaborate with regional sales teams to align business development efforts with local and international ... long-term strategic partnerships with global healthcare facilitators (eg embassies, brokers , travel assistance programs). + Work closely with international… more
- The Hartford (Alpharetta, GA)
- …to a team of experienced General Industry field underwriters. This role provides sales and underwriting leadership, as well as strategy development and execution to ... an environment that supports and motivates team members to develop expert technical, sales , underwriting and customer service skills with the goal of increasing the… more