- Paychex (Worcester, MA)
- …+ Weekly minimum requirement of 3 field days (60%) in a local territory , where you will cultivate referral relationships with external partners and existing clients ... daily in the company's CRM system (Salesforce) and provide accurate sales activity and forecasts. + Uses digital tools, including conversational intelligence… more
- T. Rowe Price (Baltimore, MD)
- …on matters of high importance and significant financial risk. + Serves as a sales consultant to key clients for the business unit and ensures targeted ... matter to you . Role Summary In partnership with sales leadership and territory partners, responsible for...contract and operational compliance, and risk mitigation. Serves as consultant to the client on how T. Rowe Price… more
- US Bank (Charlotte, NC)
- …Day One. **Job Description** This position is responsible for managing a regional territory of to develop new and existing Treasury Management business with an ... proper servicing of accounts and to expand existing business. Prepares sales presentations, explains services offered, and recommends solutions which would benefit… more
- Paychex (Denver, CO)
- …and services in-person to final decision makers and end users within assigned territory and client size to achieve unit and revenue goals. + Schedules appointments ... expense reports, and weekly activity reports by agreed upon dates set by Sales management to assist with forecasting. + Works with bank partners to identify… more
- Covr Financial Technologies (San Francisco, CA)
- …- VP, Regional Insurance Consultant REPORTS TO: Chief Revenue Officer DEPARTMENT: Sales , National Sales Team FLSA STATUS: Exempt WORK SCHEDULE: M-F, hours ... incentive bonus INTERNAL JOB TITLE REFERENCE: VP, Regional Insurance Consultant LOCATION: This position is located remotely in CA...This role is responsible for managing and building insurance sales within a territory of financial advisors.… more
- Covr Financial Technologies (Hartford, CT)
- …salary $72,000 plus uncapped monthly incentive bonus INTERNAL JOB TITLE REFERENCE: Insurance Sales Consultant (ISC) LOCATION: This position is located in our ... Consultant REPORTS TO: Chief Revenue Office DEPARTMENT: Sales , National Sales Team FLSA STATUS: Exempt...This role is responsible for managing and building insurance sales within a territory of financial advisors.… more
- T. Rowe Price (Baltimore, MD)
- …Rowe Price sales policies and programs. + Responsible for the achievement of territory sales goals and key performance indicators (KPIs) based on Sales ... . + In partnership with management, responsible for the development of the sales and/or relationship management strategy for the organization. + Responsible for … more
- Palo Alto Networks (Milwaukee, WI)
- …Career** The Solutions Consultant Manager is the evolution of the traditional Sales Engineer Manager role, aligning how we lead teams to best serve our customers ... their investment with Palo Alto Networks. As our Solutions Consultant Manager, you are the technical leader for your...Consulting team. You will work closely with the District Sales Manager and, along with your team, build relationships… more
- Jackson National Life Insurance Company (Nashville, TN)
- …Consultant is responsible for developing and implementing a business plan to achieve sales goals by covering a defined geographic territory as the sole ... and executes strategic business plan, targeting a specific set of advisors within the territory in order to attain sales growth objectives. + Cultivates new… more
- Neuberger Berman (CA)
- …UBS, Wells Fargo, Raymond James, LPL, and Ameriprise. The goal of the Advisor Consultant is to increase sales and revenue of Neuberger Berman mutual funds, ... The Advisor Consultant is responsible for creating new relationships and...SMAs, ETFs, and alternative investment strategies within the prescribed territory of Los Angeles. This is accomplished through relationship… more