- Weyerhaeuser (Stockton, CA)
- The Decking/Trim Specialist is a customer service representative sales role with sales and marketing related product responsibility. The primary ... the customer / vendor relationship, including product knowledge training, troubleshooting dealer issues with products, samples/literature support, following up on … 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
- 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
- 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 (Sandusky, MI)
- …regular feedback to branch staff and identified bank executives regarding sales practices and business development initiatives. + Provide ongoing training and ... quarterly and/or yearly depending on client needs established by Representative . + Remain 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
- The Raymond Corporation (Cypress, CA)
- …SharePoint, CRM) for data entry * Maintain and reconcile fleet equipment in dealer system and SAP * Invoice monthly maintenance billing for fleet customers (SAP) ... logs and reports * Add warranty and fleet installation information in dealer system * Responding to contract specific inquiries from Raymond West associates… more