- Truist (Boca Raton, FL)
- …and accurate verbal and written communication. * Utilize enterprise supported sales management systems to document pertinent dealer information: contact ... following job description:** Responsible for servicing and retaining Service Finance dealer relationship by managing their daily pipeline and providing education on… more
- MarketSource (Los Angeles, CA)
- 130662BRTitle:F&I Development RepJob Description: Dealer Account Representative MarketSource, an Allegis Group company, delivers integrated sales solutions ... the world's most iconic brands. We design and execute sales and training solutions for small and large companies...MarketSource is headquartered in Alpharetta, GA. Summary + The Dealer Account Representative (DAR) is responsible for… more
- San Francisco Federal Credit Union (San Francisco, CA)
- …in San Francisco. The Position A Financial Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit ... position. TASKS, DUTIES, FUNCTIONS: * Utilizing a consultative, holistic approach, sales process, and assessment tools where appropriate. * Providing comprehensive,… 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...Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the… more
- Penske (Grand Rapids, MI)
- …vehicle sale processes, while also completing dealership services for vehicle sales . Position responsibilities include: ensuring the accuracy of vehicle sale ... also entails coordination with other teams including: the Project Management Team, Vehicle Sales Team, Tax Team, and Legal Team. **Why Choose Penske?** At Penske, we… more
- Truist (Charlotte, NC)
- …supervisory functions that are routinely associated with those of a retail broker/ dealer . Actively engage field associates and serve as a dedicated resource for ... responses in a coordinated manner. + Supervisory responsibility for Broker Dealer activity including Securities Trading and Annuity Principal Review and Approval.… 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. ... quarterly and/or yearly depending on client needs established by Representative . + Remains visible to the appropriate segments of...U-4 and Background + Two or more years of sales experience in the financial services industry, preferably in… 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. ... quarterly and/or yearly depending on client needs established by Representative . + Remains visible to the appropriate segments of...and Background + Two (Three) or more years of sales experience in the financial services industry, preferably in… 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. ... quarterly and/or yearly depending on client needs established by Representative . + Remains visible to the appropriate segments of...U-4 and Background + Two or more years of sales experience in the financial services industry, preferably in… 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. ... quarterly and/or yearly depending on client needs established by Representative . + Remains visible to the appropriate segments of...U-4 and Background + Two or more years of sales experience in the financial services industry, preferably in… more