- Medtronic (Minneapolis, MN)
- …connected, compassionate world. **A Day in the Life** We are looking for a Financial Consultant to join our Contract Manufacturing Finance team. In this role, ... the Global Contract Manufacturing team to design and implement standardized financial processes that strengthen Operating Unit (OU) collaboration. Your work will… more
- Janus Henderson Investors (Denver, CO)
- …Janus Henderson is to help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service. ... to hear from you! Your opportunity + Initiate outbound sales telephone calls to clients and prospective clients to...role and two years of experience in the mutual fund/ financial services industry and/or training; or an equivalent combination… more
- Truist (Charlotte, NC)
- …combination of education and related work experience 2. 5 years of sales experience of financial or treasury products and/or services 3. Maintains deep ... months of entering position **Preferred Qualifications:** 1. 7+ years of sales experience of financial or treasury products and/or services 2. CFA Designation 3.… more
- SF Fire Credit Union (San Francisco, CA)
- …CA 94114* What You'll Be Doing + Performs all the duties of a Financial Service Consultant I without supervision + Meets established individual and team ... empower members to accomplish their dreams and build lasting financial security in whatever way is most relevant to... sales and service goals + Processes new membership applications… more
- Paychex (CA)
- …leads, and opportunities in company's CRM system (Salesforce) and provide accurate sales activity and forecasts. + Collaborate with key referral sources, including ... Banks, and existing Paychex clients, with the goal of education , consultation and to secure referrals to end user..., consultation and to secure referrals to end user sales . + Schedule and conduct meetings with existing and… more
- NBT Bank (MO)
- …for implementing effective sales strategies tailored to meet and exceed sales targets. Education and Experience: + Bachelor's Degree and a minimum ... of five (5) years related experience or equivalent combination of education /experience. + ASPPA designation preferred. Skills and Abilities: + Strong interpersonal… more
- Wells Fargo (New York, NY)
- …excellent customer service + Build relationships with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources ... while developing understanding of and adherence to Mortgage Retail Sales functional area, policies, procedures, compliance requirements, and generating loans… more
- AAA Northern California, Nevada & Utah (Walnut Creek, CA)
- …techniques + Ability to demonstrate assertive, positive and persistent sales style EDUCATION , COMPETENCIES, CERTIFICATIONS/LICENSES + Minimum Qualifications ... gives you the opportunity to achieve all of your financial goals! RESPONSIBILITIES / JOB DUTIES + Work within...+ Work within a defined geographic territory to close sales , win business, and reach sales goals:… more
- Paychex (Beaverton, OR)
- …daily in the company's CRM system (Salesforce) and provide accurate sales activity and forecasts. + Uses digital tools, including conversational intelligence ... Accountants, Banks, and existing Paychex clients, to secure referrals to end-user sales . + Schedule and conduct meetings with existing and new channel accounts… more
- PNC (Phoenix, AZ)
- …opportunity to contribute to the company's success. As an Retirement Plan Education Consultant within the PNC's Institutional Asset Management organization, you ... in Phoenix, AZ or Denver, CO. The Retirement Plan Education Consultant works with our clients to...candidates will be proficient in delivering both retirement and financial wellness education in both a virtual… more