- Charles Schwab (Chicago, IL)
- …financial plans + In-depth knowledge and demonstrated sales skills to position financial planning services + Proven ability to manage multiple tasks and ... Planning Group works with partners to provide comprehensive financial planning services for clients and prospects...volunteering, and 28-day sabbatical after every 5 years of service for eligible positions + Paid parental leave and… more
- Amazon (New York, NY)
- …Services Senior Solutions Architect, you will work with some of the world's largest financial services companies, AWS Sales and several other AWS teams to ... growing small- and mid-market accounts to enterprise-level customers including public sector. Financial Services Solutions Architects are viewed as experts in… more
- Shaw Industries Inc (Dalton, GA)
- …and adaptive skills to new software and methodologies + Strong business acumen with financial and sales literacy + Willingness to work in a hybrid schedule ... group. The BI Analyst will be a leader in supporting the Commercial Sales and Marketing organization by building, maintaining, and improving key platforms for… more
- Intuit (Plano, TX)
- …the ability to innovate and iterate. + Prior experience with accounting, ERP, or financial management software sales . + Proficiency in managing a large prospect ... **Overview** As a Merchant Services Strategic Account Manager, you play a vital...and value propositions. + Grow and manage a robust sales funnel, maintaining a sustainable sales cycle… more
- HUB International (Denver, CO)
- …of the Financial Consulting team + Execute marketing efforts focused on sales /retention initiatives - where financial consulting is a key consideration + ... Our Employee Benefits team is growing, and we're looking for a Financial Consultant who thrives on turning data-driven insights into strategic client solutions. In… more
- RTX Corporation (Rockford, IL)
- …program reviews, team meetings, and other regular business activities. + Manages the financial sales plan specific to production deliveries. + Responsible for ... life cycle. **What You Will Do** + Accountable for the produce to deliver, service /support, and long-term strategic business plans. + Assigned as the chair of the… more
- JPMorgan Chase (Fort Worth, TX)
- …community. **Required qualifications, capabilities and skills:** + 5+ years' experience with financial services company in sales /specialist role. + Extensive ... As a Private Wealth Alternatives Client Advisor in our Sales team, you will have the opportunity to help...bring private market solutions to team member investors through financial intermediaries. You will promote financial advisor… more
- H&R Block (Lincolnwood, IL)
- …Why work for us Since 1955, we have been leaders in tax preparation, financial services , and small business solutions. With 70,000 associates and 9,000 retail ... clients including assisting with client onboarding, accurate and timely recording of financial transactions, financial statement generation, sales tax… more
- PNC (Sarasota, FL)
- …Of Business, Client Relationship Building, Customer Engagement, Decision Making, Financial Analysis, Identifying Sales Opportunities **Competencies** Client ... The ideal candidate will meet the following qualifications: - Sales DNA (needs to drive the sales ...client commitment and advocacy by delivering proactive and responsive service to meet client goals. Holds team accountable for… more
- Hannaford (Clinton, MA)
- …Hannaford to Go Team - Service in maintaining department operations to meet financial and sales goals. Build associate and customer relations and promote a ... goodwill by role modeling and providing high standards in customer service and sales building. * Support that department conditions involving appearance, safety,… more