- Percepta (Melbourne, FL)
- …This position is a single point of contact for customers to address sales , product knowledge, service issues, dealer information, and to obtain resolutions. ... for the brand, assisting with specifications of the vehicle, assisting with customer/ dealer connection, and educating the customer on products and services * Act… more
- Percepta (Dearborn, MI)
- …This position is a Single Point of Contact for customers to address sales , product knowledge, service issues, dealer information, and to obtain resolutions. ... promotions for the brand + Assist with specifications of vehicle + Assist with customer/ Dealer connection + Educate the customer on products and services + Act as a… more
- Percepta (Melbourne, FL)
- …This position is a single point of contact for customers to address sales , product knowledge, service issues, dealer information, and obtain resolutions. ... for the brand, assisting with specifications of the vehicle, assisting with customer/ dealer connection, and educating the customer on products and services + Act… more
- San Francisco Federal Credit Union (San Francisco, CA)
- …that support every stage of our members' lives. This is more than a sales role - it's a mission-driven opportunity to help San Franciscans build brighter financial ... interaction, ensuring outstanding member experience. Adhere to all regulatory, broker- dealer , and institutional compliance standards-upholding the highest ethical and… more
- 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
- Atria Wealth Solutions (Lunenburg, MA)
- …Function: Sell investment and insurance products, available through our Broker Dealer , to individuals and small businesses by providing investment strategies, ... 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
- SupplyCore (HI)
- …As a Military Account Manager, you will be responsible for driving sales and revenue growth by prospecting, building, and successfully maintaining and expanding ... customer relationships. You will provide exceptional customer service while identifying sales opportunities through our variety of program offerings. You will… more
- Truist (Richmond, VA)
- …supervisory functions that are routinely associated with those of a retail broker/ dealer . **Essential Duties and Responsibilities** Following is a summary of the ... may change from time to time. + Supervisory responsibility for Broker Dealer activity including Securities Trading and Annuity Principal Review and Approval. Utilize… 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