- C&S Wholesale Grocers, Inc. (Rancho Cordova, CA)
- …strategy development, including support the planning process, competitive intelligence, sales data, and syndicated data to provide actionable insights, trends, ... and opportunities to drive incremental sales and margin + Oversee the execution of all...and income. + The primary point of escalation for vendor/ broker tactics and planning day to day, including deal… more
- ReSource Pro (Atlanta, GA)
- …a highly client-facing leader, the Director,Data Services is responsible for pre- sales engagement, delivery excellence, and building scalable frameworks for the ... Serve as a market-facing leader, engaging with clients in pre- sales and solution design to build long-term relationships and...to serve more than 1,800 clients across the carrier, broker , and MGA segments - consistently earning a +96%… more
- JPMorgan Chase (Chicago, IL)
- …Advisors in multiple generalist channels including Wirehouse, RIA, Independent Broker -Dealer and Chase Wealth Management channels. These internal partners will ... across channels with their JPMorgan counterparts to engage and close alternatives sales opportunities. **Job responsibilities** + Partnering with 1-2 PWA CAs in… more
- ReSource Pro (Lincoln, NE)
- …ideas to clients to help them improve business performance. + Manage sales lifecycle and effectively communicates the business and financial cases to successfully ... close sales . + Ensure client satisfaction and retention by strategically...to serve more than 1,800 clients across the carrier, broker , and MGA segments - consistently earning a +96%… more
- Lincoln Financial (Greensboro, NC)
- …As a primary contributor to this group, you will work closely with our sales and marketing teams and other departments to review and help develop effective and ... compliant communications, sales and educational materials for internal, financial professional and...put their goals in reach. Lincoln Financial Distributors, a broker -dealer, is the wholesale distribution organization of Lincoln Financial.… more
- TIAA (Dallas, TX)
- …other goals ensuring a good client experience. In addition to their sales responsibilities, the consultant performs many of the administrative functions related to ... states. This role falls under the scope of the Broker -Dealer. All licenses must be obtained within 120 days...this process. + Develop and maintain a pipeline of sales opportunities to ensure clients complete all steps to… more
- Bloomberg (New York, NY)
- …Implementation, Enterprise Services, Financial Solutions Location New York Business Area Sales and Client Service Ref # 10045747 **Description & Requirements** ... for our customers and employees alike. Our team comprises several key pillars: sales , service, operations, culture and brand. As a department, we are united by… more
- HUB International (Des Plaines, IL)
- …fit if you ** + Are driven by competition. + Enjoy participating in competitive Sales incentive contests held throughout the year. + Want to work for the #1 Personal ... Lines Broker in the US. + Are seeking a progressive...is recorded accurately by month end. + May provide sales support, which includes rating policies and entering policy… more
- Acosta Group (Foxboro, MA)
- …for respective retailers/wholesalers + Align on strategy and plan with Region Broker Managers, Identify Opportunities and threats + Feed CM's w/ planning analytics ... activation plans for each key initiative + Attend Customer Sales Calls with the Customer Manager Team where appropriate...a four year university. Other Functions: Work experience in sales or marketing for a minimum of 3 years… more
- Wellington (San Francisco, CA)
- …Management, Alternatives distribution role in the West Coast region. This sales professional will be responsible for generating investment/alternatives sales ... to financial advisors across wire houses, independent and regional broker dealer and other large wealth platforms. The primary...degree + 7-10 years of demonstrated success in external sales with financial advisors and wire houses + Proven… more