- HUB International (Albuquerque, NM)
- …each client's goals and values. The Senior Wealth Advisor will be an experienced planner , thoughtful listener, have a strong team mentality and be driven to grow ... + Generate new business opportunities through prospecting, lead generation and closed sales in the custodial referral programs. + Conduct regular presentations of… more
- Atria Wealth Solutions (Cincinnati, OH)
- …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
- Atria Wealth Solutions (Fort Worth, TX)
- …regular feedback to the branch employees, identified credit union executives and sales manager regarding sales practices and business development initiatives. ... and Background + Two (Three) or more years of sales experience in the financial services industry, preferably in...in Business, Finance, or related field + Certified Financial Planner (CFP) designation + Experience delivering high quality service… more
- Bank of America (Taylorsville, UT)
- …at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. + Sets and accomplishes goals, ... three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded. + Achieved additional professional… more
- Bank of America (Myrtle Beach, SC)
- …at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. * Sets and accomplishes goals, ... three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded. * Achieved additional professional… more
- Burlington (Reno, NV)
- …Lead! The Retail Store Closing Lead is the visible leader on the sales floor, ensuring a consistently positive customer and associate experience. The Retail Store ... with Our Burlington's Core Values, utilizing the Retail Store Closing Lead Sales Driving Priorities to provide coaching, recognition, and task follow up. The… more
- Gerber Collision & Glass (Pleasant Hill, IA)
- …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 ... Way) plan. + Schedule appointments for vehicle repair using Daily Demand Capacity Planner , CCC One schedule and proper scripting. (CCC One is our repair management… more
- TD Bank (Greenville, SC)
- …of 10 years financial services experience in a production capacity (ie track record for meeting sales goals) required + Valid Series 7, 63 + 65 or 66 + Valid and ... active Life & Health insurance licenses + Certified Financial Planner (CFP), preferred + Strong understanding of private banking business development techniques,… more
- Bank of America (Minneapolis, MN)
- …at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. + Sets and accomplishes goals, ... three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded. + Achieved additional professional… more
- Omni Hotels (Washington, DC)
- …Responsible for the Department's customer service scores as measured by meeting planner surveys. + Responsible for the achievement of the Department's revenue ... necessary. + Ensures that all file turnover requirements (from Sales to Convention Services) are fulfilled. + Advises hotel...hotel. + Ensure smooth flow of information (communication) from Sales to Banquet Services and the Food & Beverage… more