- Kestra Financial (West Hartford, CT)
- …new business. Essential Duties and Responsibilities + Supports Lead Advisor on book of business, including managing client needs regarding service, asset allocation, ... account reviews, report generation, and meeting documentation + Identify sales and asset retention opportunities, including viable alternatives when traditional… more
- UMB Bank (Kansas City, MO)
- …knowledge of trends, products, technology, and competition + Maintain a client book of business + Execute an ongoing proactive client contact strategy utilizing ... college degree or 7 years experience in direct financial sales + You have 10 years of wealth management/private...+ You demonstrate general office skills, including use of phone , computer, fax, and other office equipment + You… more
- S&P Global (Boston, MA)
- …growth and product development within Market Intelligence. You will be working along-side sales experts as part of a team delivering strong net growth rates and ... can be achieved through: + Renewing and growing a book of existing subscriptions. + Research, develop and execute...Include for roles that are bonus plan eligible, including sales commission plans. **What We're Looking For:** **Basic Required… more
- Kestra Financial (Cypress, TX)
- …Essential Duties and Responsibilities + Supports Lead Advisor of a large book of business, including managing client needs regarding service, asset allocation, case ... account reviews, report generation, and meeting documentation + Identify sales and asset retention opportunities, including viable alternatives when traditional… more
- Kestra Financial (Fort Worth, TX)
- …Essential Duties and Responsibilities * Supports Lead Advisor of a large book of business including managing client needs regarding service, asset allocation, case ... advisor position and prepare to service clients independently * Identify sales and asset retention opportunities; including viable alternatives when traditional… more
- Staples (Boston, MA)
- …Buying Influences (TBIs) across all categories of products, as well as driving sales at sites and with Power users Key Account Executives are also responsible ... This is a strategic selling position, expected to engage contacts remotely by phone , video, face to face, and utilizing digital tools. **What you'll be doing:**… more
- Utilities Service, LLC (Philadelphia, PA)
- …**COMPENSATION & BENEFITS** + Competitive Salary & Bonus + Company Vehicle, Cell Phone & Laptop + Comprehensive Benefits (Medical, Dental, Vision) + Life Insurance + ... This individual will perform activities such as prospecting, leading sales opportunities, generating company awareness through association involvement, use of… more
- TIAA (St. Louis, MO)
- …responsible for the delivery of high quality, comprehensive services to an assigned book of clients. As a subject matter expert in relationship management, this job ... internal team of client facing and functional personnel to capably serve assigned book of clients including quick and effective problem resolution. + Ensures the… more
- HUB International (Gillette, WY)
- …requires you to work directly with clients and company underwriters to grow a book of business. You will be responsible for the pre-qualification and sale of new ... staff. As the point-of-contact, you will assist the team by managing a book of small business commercial accounts, including marketing to carriers, preparing quotes… more
- HUB International (Salt Lake City, UT)
- …and delivering exceptional client service. In this role, you'll support a book of large, complex construction accounts, working closely with Producers and Account ... in maintaining and expanding business. **In this role, you will:** + Maintain a book of commercial accounts + Coordinate the processing of all commercial lines new… more