- Truist (Orlando, FL)
- …to uncover needs and provide opportunities to add value. Demonstrates how particular investment solutions match client's individual needs, using a wide range of ... investment solutions to help build an ...Handles inbound calls from clients independently while looking for sales opportunities. Answers client questions within set standards. Consults… more
- Principal Financial Group (Des Moines, IA)
- …to unlock growth across our retirement platform with a focus on alternative investment product expansion solutions . + Design and execute a comprehensive growth ... Required within 5 months of employment:** + Successful Registration as an Investment Company Products/Variable contracts Limited Representative (FINRA Series 6… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …a dynamic and motivated Internal Sales Representative to join our growing Investment Solutions team. In this role, you will be the driving force behind ... Your mission: to promote and sell our suite of investment products and solutions that help clients...Partner with external partners to develop and execute territory sales strategies. + Educate clients on product features, market… more
- Oracle (Dover, DE)
- …pipeline activity, and client feedback to optimize strategies. Understand PE firms' investment strategies and value-creation goals to tailor sales pitches. Act ... private equity. Qualifications: 3-7+ years of experience in business development, sales , or relationship management within private equity, investment banking,… more
- Santander US (Mashpee, MA)
- …sessions in an effort to secure long-term client relationships and provide sales leadership to internal business partners regarding investment and insurance ... for identifying needs, understanding client objectives, and making appropriate investment /insurance recommendations consistent with compliance standards in an effort… more
- Santander US (Newark, NJ)
- …investment /insurance recommendations consistent with compliance standards to achieve sales results and long-term client satisfaction by telephone communications ... sessions in an effort to secure long-term client relationships and provide sales leadership to internal business partners regarding investment and insurance… more
- CBRE (Chicago, IL)
- … (eg, portfolio services, due diligence, transaction management). ** Sales Acumen:** + Demonstrated business development capabilities: origination, relationship ... line Advisory Segment Role type Full-time Areas of Interest Sales Support Location(s) Chicago - Illinois - United States...is the world's largest commercial real estate services and investment firm, serving clients in over 100 countries. We… more
- Newtown Savings Bank (Newtown, CT)
- …new sales opportunities. Refer customers to the appropriate sales representative , Commercial Lending, Mortgage and Newtown Investment Solutions as ... This role proactively generates new deposit accounts, loan applications and investment referrals and proactively generate leads for all banking relationships. May… more
- ASM Global (Boston, MA)
- …Together, we combine unmatched expertise with a global reach, offering end-to-end solutions - from venue development and event booking to revenue strategy and ... is committed to building an inclusive, innovative environment where differences drive solutions that benefit our team members, guests, and partners. Guided by our… more
- CBRE (Portland, OR)
- …line Advisory Segment Role type Full-time Areas of Interest Administrative, Marketing, Sales Support Location(s) Portland - Oregon - United States of America About ... the Role: As a CBRE Sales Support Sr. Coordinator, you will provide advanced administrative...each crucial duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable… more