- KeyBank (Mahopac, NY)
- …clients, including client management, service delivery, and other resources to maximize needs-based sales production. + Be an active member of the Branch team and ... appropriate to help develop full relationships. + Utilize a consultative sales process and assessment tools where appropriate, provide comprehensive, needs-based… more
- Access Dubuque (Dubuque, IA)
- …**Similar Jobs** Client Coordinator Cottingham & Butler/ SISCO Financial Planner Northwestern Mutual Marketing Program Manager Flexsteel Industries, Inc Account ... Executive- Inside Sales & Sales Assist Woodward Printing Services (A Division of WCI) Benefits Sales Manager Cottingham & Butler/ SISCO Insurance Marketer… more
- Citigroup (New York, NY)
- …and lending opportunities. This individual will also work closely with Sales leadership to help identify client engagement opportunities to progress strategy ... exceptional relationship management, communication and influencing skills, and strong sales experience. **Key Responsibilities:** + Client Engagement - Partner… more
- Bangor Savings Bank (Portland, ME)
- …Officer is responsible for the achievement of a variety of portfolio and sales quotas derived from the overall strategic plans and financial objectives of Bangor ... and maintain the Commercial customer database as a relationship management and cross sales tool. New Client Acquisition: + Build network of centers of influence,… more
- Hilton (Dallas, TX)
- …Manager you are responsible for event documentation and coordination with Sales , hotel departments and customers to ensure consistent, high\-level service throughout ... will be required to ensure a seamless turnover from sales to service back to sales \. Recognizes...enhancements to create outstanding events\. Serve as the event planner 's primary contact following turnover on property and is… more
- KeyBank (Pittsburgh, PA)
- …client management, service delivery and other resources in order to maximize needs- based sales production. + Be an active member of the Branch team. + Assist ... appropriate to help develop full relationships. + Utilizing a consultative sales process and assessment tools where appropriate, provide comprehensive, needs- based… more
- Atria Wealth Solutions (Marion, IN)
- …the credit union and cross-sell as the opportunity arises. + Records all sales , transactions, and pertinent conversations are documented. + Keep prospectus and ... sales literature stocked and current. + Compile monthly activity...preferred + Clean U-4 and Background + Certified Financial Planner (CFP) designation preferred + Valid driver's license, must… more
- Gerber Collision & Glass (Lutz, FL)
- …of the largest collision repair companies in North America. With $2+ billion in sales , over 800 locations and growing, our 10,000+ team members across the United ... I-CAR, ICAR, dent repair, DRP, adjuster, appraiser, service advisor, writer, sales , automotive, career, estimate, auto repair, mechanical repair Titles: Collision… more
- Omni Hotels (Frisco, TX)
- …North Texas city. Job Description To discuss meeting room arrangements with planner and to communicate this information through respective hotel department heads via ... selling policies as set forth by the Director of Sales and Marketing. + Remain available to hotel managers...aspects of conferences as assigned by the Director of Sales & Marketing to include but not limited to:… more
- Atria Wealth Solutions (Allentown, PA)
- …regular feedback to the branch employees, identified credit union executives and sales manager regarding sales practices and business development initiatives. ... U-4 and Background + Two or more years of sales experience in the financial services industry, preferably in...in Business, Finance, or related field + Certified Financial Planner (CFP) designation a plus + Experience delivering high… more