- 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)
- …position. TASKS, DUTIES, FUNCTIONS: * Utilizing a consultative, holistic approach, sales process, and assessment tools where appropriate. * Providing comprehensive, ... ethical business practices to ensure full compliance of regulatory, broker dealer and institution requirements * Delivering a high-quality service experience during… 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
- Wells Fargo (Cleveland, OH)
- …relationships with medium to large and complex and high producing auto dealer accounts within the assigned market territory and identify opportunity for process ... of credit portfolio of assigned auto dealerships + Establish and maintain dealer relationships + Terminate non-performing dealers + Resolve complex situations and… 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
- Ally (Atlanta, GA)
- …group is responsible for providing support directly and indirectly to our dealer customers that include performing daily tasks that support and accurately maintain ... preparation and maintenance of collateral and security documentation. . Portfolio Management/ Dealer Management - facilitate the delivery and management of products… more
- Marathon Petroleum Corporation (La Palma, CA)
- …marketing projects/programs and consumer engagement strategies in support of the ARCO direct dealer business and ARCO Mexico. The position is ideal for a highly ... plans, social media moderation, etc.) in support of the ARCO direct dealer business. Conducts on-going analysis of new promotional opportunities and coordinates test… 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
- Adecco US, Inc. (Fountain Valley, CA)
- …Work within SAP to distribute demo and lease returns to be purchased by dealer or individual. * Distribute special unit vehicles for HMA associated events. * Manage ... the efficient operation of the department. * Monitor and analyze each district sales manager's wholesale and allocation performance * Fulfill process and track all … 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