- Citigroup (Glendale, CA)
- …and implement new investment products for highly specialized market segments and drive sales during new product launches. A PC will also work closely with their ... assigned Financial Advisors to conceptualize, propose, and review tailored investment...improve Citi's existing product platform to determine changes in sales , investment, and portfolio construction strategies that isolate and… more
- Raymond James Financial, Inc. (Southfield, MI)
- …and** **Responsibilities:** * Responsible for building and maintaining relationships with financial advisors to generate assets within a specific territory. * ... Assists with educating financial advisors on the benefits of offered products and...wholesaling business plans for the territory to deliver on sales goals. * Presents sales activities at… more
- Lincoln Financial (Greensboro, NC)
- …of Bachelor's) + 5 - 7+ years' experience in the insurance and/or financial services industry preferably with 2+ years in Life Insurance and Policy Administration ... closure due to applicant volume. **What's it like to work here?** At Lincoln Financial , we love what we do. We make meaningful contributions each and every day… more
- Lincoln Financial (Greensboro, NC)
- …closure due to applicant volume. **What's it like to work here?** At Lincoln Financial , we love what we do. We make meaningful contributions each and every day ... + Competitive 401K and employee benefits (https://www.lincolnfinancial.com/public/aboutus/careers/lifeatlincoln#benefits) + Free financial counseling, health coaching and employee assistance program +… more
- Lincoln Financial (Radnor, PA)
- …as Microsoft, SAP, Oracle, IBM, Adobe, ServiceNow, Salesforce and in addition, other financial software and data services providers. * Leading end to end sourcing ... * Leveraging industry and 3rd party supplier market intelligence to perform financial and commercial terms analyses of IT contracts to advise internal clients… more
- Lincoln Financial (Charlotte, NC)
- …the business case of the proposed AI based solutions, including the expected financial and non- financial benefits. + Collaborates with solution delivery teams, ... + Tracks and measures the AI investment performance, using KPIs to monitor the financial and non- financial impact of AI solutions as well as business engagement.… more
- Paychex (Sacramento, CA)
- …new clients and increasing the client base to increase profits in the Core Sales , Human Resource Services Sales or Major Market Sales organizations. ... seminars, current client visits, or other local marketing programs directed by Sales management. + Analyzing the customer needs and interests, determining which… more
- CareFirst (Washington, DC)
- …current and prospective relationships to ensure success with products. Leads sales initiatives and strategies within their assigned territory. Achieves sales ... groups by developing and implementing account specific benefit and financial strategies. + Manages and develops a set of...a set of assigned accounts to increase productivity and sales of products, as well as identifying potential customers… more
- Cherry Bekaert (Lansing, MI)
- …resolve Sage ERP user application questions and issues. Assist in the sales support cycle, training, planning and consulting of new installations, implementations ... tools, such as Crystal Reports, Excel and SQL Queries. _Product Demonstration / Sales :_ Assist sales staff with product demonstrations to potential customers.… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …supervision, uses specialized knowledge and skills obtained through experience, education and/or training to deliver complex specialized groups training/workshops ... **Essential Duties and Responsibilities** + Coach and mentor experienced and new financial advisors, branch associates, and branch managers + Provides, executes, and… more