- Principal Financial Group (Waltham, MA)
- …participation and improve premium growth. + Build Trusted Relationships: Collaborate with sales teams to understand client needs, strengthen broker and customer ... while tailoring onboarding strategies that promote member engagement and long-term client success . The Onboarding Consultant plays a pivotal role in revenue growth… more
- Broadridge Financial Solutions (New York, NY)
- …outcomes, and brand/category leadership. You will collaborate with business, product, and sales management teams to define and execute against a cohesive marketing ... key market thematics as a catalyst to drive in-year engagement and sales . This influential role manages annual marketing planning and budgets, commercial alignment,… more
- HUB International (Pittsburgh, PA)
- …responsibility for retaining the client, acting as the de facto technical expert and broker -consultant. In some instances no Sales Executive will be assigned and ... and Voluntary Benefits. + Work alongside and cooperatively with Sales Executives, if assigned on clients, serving as HUB's...environment that strategically positions our employees for longevity and success . At HUB, we believe in investing in the… more
- Sysco (Warners, NY)
- …and initiatives within operation company (OpCo) Supports operation company (OpCo) sales staff with product assortment updates, informational inquiries and delivery ... Management and other initiatives within assigned categories + Responsible for Category success and overall Support of Corporate core suppliers + Communicate with… more
- T. Rowe Price (New York, NY)
- …Role Summary The Alternative Investment Internal Consultant partners with external sales professionals to develop territories and manage relationships with Financial ... sell, and retain advisors through a consultative process, contributing to sales targets and territory goals alongside external counterparts. As an Alternative… more
- Santander US (Staten Island, NY)
- …you are supported by a culture of engagement and a commitment to your success . An exciting journey awaits, if you are interested in exploring the possibilities **We ... appropriate investment/insurance recommendations consistent with compliance standards to achieve sales results and long-term client satisfaction. The Financial Advisor… more
- JPMorgan Chase (Chicago, IL)
- …Advisors in multiple generalist channels including Wirehouse, RIA, Independent Broker -Dealer and Chase Wealth Management channels. These internal partners will ... across channels with their JPMorgan counterparts to engage and close alternatives sales opportunities. **Job responsibilities** + Partnering with 1-2 PWA CAs in… more
- Broadridge Financial Solutions (New York, NY)
- …strategies and enhancing their Broadridge experience. Youll work cross-functionally with sales , operations, and product teams to strengthen client engagement, ensure ... issues, and provide coaching to strategists for successful outcomes. + Sales Support:Partner with sales /account executives to articulate client requirements,… more
- Broadridge Financial Solutions (Boston, MA)
- …role where you will serve as the primary architect of client success during onboarding, driving seamless adoption and building strong, lasting relationships with ... in various areas, groups, and operations + Work with pre- sales , sales , and post- sales delivery...poster. Disability Assistance We recognize that ensuring our long-term success means creating an environment where everyone is welcome,… more
- HUB International (San Antonio, TX)
- **About HUB:** HUB International is a global insurance broker providing a broad array of property, casualty, risk management, life and health, employee benefits, ... expense **Job Description** **/** **Responsibilities:** As a HUB Insurance Sales Producer, you will prospect for business based on...connections, and communities. This role is vital to our success in all our product lines - from personal,… more