- KeyBank (Tacoma, WA)
- …Team Lead Business Banking Relationship Manager reports to the Business Banking Sales Leader (BBSL). The position provides coaching support to assigned Business ... wallet of existing client portfolio of businesses with annual sales from $3 to $10 million. Develops centers of...by selling and promoting a broad array of appropriate financial products and services, providing pertinent financial … more
- Wellness Pet Company (Burlington, MA)
- …This role also serves as the primary business partner to Marketing and Sales leaders to lead financial assessment of initiatives. The Director of ... reporting: translating data into actionable insights + + Develop financial models to analyze, project sales , cost...to identify root causes of performance trends relative to internal and external benchmarks. Integrates various data sources and… more
- Microsoft Corporation (New York, NY)
- …industry trends and based on account needs and customer's expectations. Leverages internal network of industry experts to strengthen knowledge of the industry, ... business portfolio. Leads strategies for the assigned account that yield high-volume sales and open new opportunities for both Microsoft and the partners, aligned… more
- BMO Financial Group (Newport Beach, CA)
- Partners with internal stakeholders to deliver sales activities and results for designated retail sales programs/products. Acts as the market expert for the ... retail sales program / products to grow market share. Establishes...+ Acts as the prime subject matter expert for internal /external stakeholders. + Breaks down strategic problems, and analyses… more
- Fifth Third Bank, NA (Fort Myers, FL)
- …the financial center team for referral activity. Work closely with internal sales partners to increase referral opportunities and provide needs-based ... and engage partners to fulfill client financial needs. Utilize and promote the Retail Consultative Sales process, using the prescribed tools and partnering with… more
- Palo Alto Networks (Santa Clara, CA)
- …discounts and contractual terms, are obtained and clearly documented + Be a sales advocate and partner to internal organizations to understand contract ... account with over 1,000 eligible items selected by employees, our mental and financial health resources, and our personalized learning opportunities - just to name a… more
- ARAMARK (Philadelphia, PA)
- …health and provide leadership updates. ** Financial Strategy Alignment:** Champion financial planning that aligns client outcomes with internal execution and ... sales process from lead generation to contract execution. Financial Outcomes: Align financial strategy with client goals and internal execution. Proposal… more
- Medical Mutual of Ohio (Brooklyn, OH)
- …of prospect and renewal rates that are compliant and in support of corporate financial and membership goals for all product lines. . Participates in an on-the-job ... of prospect and renewal rates that are compliant and in support of corporate financial and membership goals for all product lines. . Calculates renewal rates and… more
- Aegon Asset Management (TX)
- …+ Bachelor's degree in a business field or equivalent experience + Five years of sales experience in the financial services industry + FINRA Series 6 or 7, ... Job Family Regional / Field Sales About Us At Transamerica, hard work, innovative...than a century ago, we were among the first financial services companies in America to serve everyday people… more
- Wells Fargo (Charlotte, NC)
- …calling to proactively engage with Financial Advisors, Channel Leadership, and internal partners to drive product and platform sales across assigned ... and execute on a territory sales strategy + Partner with Strategic Partners and Internal Centers of Influence to drive sales results + Drive sales and… more