- BMO Financial Group (Santa Cruz, CA)
- …is a licensed position requiring the SIE, Series 6, 63, Life and Health insurance .** **_The mission of Premier Services is to help mass affluent clientele make real ... deliver the desired customer experience. + Uses a consultative sales process to develop strong customer relationships, acts as...6 years of relevant experience; post-secondary degree in related field of study preferred, not required. + 7+ years… more
- Atria Wealth Solutions (Raleigh, NC)
- …Raleigh, NC area. As Coastal's Financial Advisor, you'll have the opportunity to use your sales talents and ability to build rapport as you work with our members to ... and present your recommendations for the purchase of appropriate insurance and or investment products to meet their needs....You'll be an employee of Coastal and a dual employee/ agent of CUSO Brokerage Services, Inc. (CFS) and/or Members… more
- Gerber Collision & Glass (Elmhurst, IL)
- …of the largest collision repair companies in North America. With $2+ billion in sales , over 800 locations and growing, our 10,000+ team members across the United ... helps to build a best-in-class culture as a change agent to enable the growth & development of our...and deployment of appropriate resources and tools into the field to optimize an environment where the organization is… more
- Huntington National Bank (Schaumburg, IL)
- …models when deemed necessary. + Deliver on annual targets for the vertical and sales team. Develop a multi-year growth plan to attain sustainable growth. Assist with ... for HDF. (Educate rest of org, keep updated, be agent of change, when needed, obtain buy-in and execute...the assigned industry. + Build and lead the vertical sales team. Set annual goals, track performance, provide coaching… more
- Aegon Asset Management (GA)
- Job Family Business Development / Direct Sales About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and ... company, with millions of customers and thousands of employees worldwide. Our insurance , retirement, and investment solutions help people make the most of what's… more
- Aegon Asset Management (WA)
- …company, with millions of customers and thousands of employees worldwide. Our insurance , retirement, and investment solutions help people make the most of what's ... important to them. We're empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and… more
- Allegion (Carmel, IN)
- …digitization and optimization initiatives. This position requires deep expertise in Sales , Inventory, and Operations Planning (SIOP) to elevate Allegion's demand ... **What You Will Do:** + Lead the continuous enhancement of Allegion's Sales , Inventory, and Operations Planning (SIOP) process, ensuring seamless integration and… more
- Lincoln Financial (Sacramento, CA)
- …deferred compensation plans for senior leaders, along with company owned life insurance policies (COLIs). It also leads our financial wellness education strategy and ... day-to-day administration and reconciliation of multiple (employee, director, and agent ) non-qualified deferred compensation plans, including enrollments, deferrals, distributions,… more
- BMO Financial Group (Carpentersville, IL)
- …and preferred banking channels while recommending tailored solutions addressing both sales and service needs (eg everyday banking, retail investments, lending ... years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of...applications. + Experience in a consultative customer service or sales role, with a drive to deliver a personal… more
- CGI Technologies and Solutions, Inc. (Dallas, TX)
- …& Transition o Support development and execution of the Multi-Dwelling Unit sales and activation plan in newly acquired territories. o Drive activities related ... and program-level status on behalf of the client. * Sales & Strategy Support o Support MDU and territory-based...Oversee impacts to IVR routing, call volume shifts, and agent handling models for migrated customer bases. o Identify… more
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