- UNUM (Creve Coeur, MO)
- …team + Assist Sales Team with delivering broker development programs + Financial GPC processing which may involve large/complex financial changes + Complete ... of the team, the role will support the field sales office to drive consistency and growth through enrollments,...or customer/broker on best enrollment solution. + Request Benefit Counselor representation for Unum+ or Benefit fair activities. Drive… 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 ... than a century ago, we were among the first financial services companies in America to serve everyday people...+ Retirement Plans Associate (RPA) or Charted Retirement Plan Counselor (CRPC), or obtain within 12 months. Higher certification… more
- Wells Fargo (Charlotte, NC)
- …Annuity and Retirement Consultant (Business Growth Strategy Associate) in the National Sales Client Relationship Group as part of Wealth and Investment Management ... (WIM). In this role, consultants support Financial Advisors fielding inbound and outbound calls on annuity and retirement products. Consultants will build… more
- University of Iowa Community Credit Union (Naperville, IL)
- …role serves as the primary driver of commercial lines growth and advanced sales within GreenState Insurance. This dynamic role is positioned primarily in an outside ... sales capacity working with insureds and businesses building out...Make location visits, attends various sponsored events such as financial center meetings, community outings, industry events and takes… more
- Deloitte (Miami, FL)
- …at every stage of their journey, helping them navigate challenges, avoid financial pitfalls, and implement practical solutions before, during, and after major ... and decades of experience offering services ranging from M&A strategy to financial , operational, IT and commercial due diligence and value qualification, to… more
- Deloitte (Tampa, FL)
- …to the development of proposal pricing strategies + Identifying and developing add-on sales opportunities + Performing role of counselor and coach; actively ... at every stage of their journey, helping them navigate challenges, avoid financial pitfalls, and implement practical solutions before, during, and after major… more
- PenFed Credit Union (San Antonio, TX)
- …Any collections or recovery related certificates recommended. Certified Credit Union Financial Counselor (TM) (CCUFC) preferred Work Environment While performing ... the duties required to support charge off operations accounts sales . + Cross train and support functions of post...four (4) years' collection/recovery experience required, preferably at a financial institution. + Minimum of four (4) years' of… more
- CVS Health (Richmond, VA)
- …in clinical interventions supporting our members. Accountable for meeting the financial , operational and quality objectives of the unit. **Required Qualifications** ... unrestricted Virginia state licenses is required: Registered Nurse, Licensed Professional Counselor , Licensed Clinical Social Worker. + Willing and able to… more
- Anytime Fitness (Wisconsin Rapids, WI)
- …for success. You will be responsible for coaching in areas such as programming, sales , and service. Serving as a "guidance counselor " for members, an "educator ... will be on leading the fitness department as a sales manager and team leader, driving productivity and efficiency....career, and helping others achieve their goals while enjoying financial stability, we invite you to join the Anytime… more
- Citigroup (New York, NY)
- …maturities, settled free cash, reorganization notices, performance reporting, Executive Financial Services requests + Take market orders, provide timely execution ... proposals and client presentation materials. Additionally, may attend client meetings, audit sales calls and investment reviews, and help follow-up with clients and… more