- Usaa (Plano, TX)
- …may be required What sets you apart: 2 years of direct Annuity Sales Experience Experience Working in an Inbound /Outbound Call Center Retirement Income ... for advice from current and prospective members through various channels, including inbound and outbound phone calls. Asks questions to discover key information and… more
- Usaa (Plano, TX)
- …service or a military spouse/domestic partner. 3 years of direct Annuity Sales Experience Experience working in an Inbound /Outbound Call Center Retirement ... for advice from current and prospective members through various channels, including inbound and outbound phone calls. Asks questions to discover key information and… more
- Usaa (Plano, TX)
- …for advice from current and prospective members through various channels, including inbound and outbound phone calls, emails, faxes, and video telephony. Special ... situation and goals. Life Regulatory will refer members to Life Sales representative for advice and recommendations. Develops and communicates appropriate life… more
- Intuit (Plano, TX)
- …in an environment where winning together is celebrated in the culture. As a Senior Digital Sales Consultant , Inbound , you will be at the forefront of driving ... We pride ourselves on being more than just a sales organization-we are problem solvers, strategic thinkers, and consultative...on ROI and leveraging tools effectively + Manage a sales funnel and maintain a sustainable sales … more
- Vanguard (Dallas, TX)
- …to give them the best chance for investment success. That starts with you. As a Sales Consultant , you'll be an advocate for our retail investors and the voice of ... our organization. You'll provide an exceptional sales experience and support investors who have chosen or...+ Connect with retail clients and prospects through an inbound phone channel, engage in a meaningful conversation to… more
- Nuveen Investments (Dallas, TX)
- …investment needs. The typical consultant spends the majority of their time fielding inbound calls and the remainder of their time on follow up to clients and ... ensuring a good client experience. In addition to their sales responsibilities, the consultant performs many of...from start date. **Key Responsibilities and Duties** + Take inbound calls from both internal partners and clients to… more
- Nuveen Investments (Frisco, TX)
- …Authority (FINRA) Registered role that is primarily responsible for taking inbound calls, providing individual participants with options for retirement plans, ... this is so much more than a call center job. As a Financial Services Consultant , you will impact the lives of thousands of participants each year, helping TIAA… more
- Nuveen Investments (Dallas, TX)
- **Retirement Income Consultant ** The Retirement Income Consultant works directly with clients to recommend and implement a variety of retirement income solutions ... seeking assistance on how to take income from their investment portfolio + Takes inbound calls from clients seeking advice and education on the use of TIAA's… more
- WTW (Dallas, TX)
- …and develop leads that fit WTW's ideal client profile through outbound and inbound sales activities; identify potential clients and foster relationships to drive ... WTW's North America Health and Benefits (H&B) business, you will deploy sales campaigns, tools and technology to identify, generate and cultivate potential clients.… more
- PennyMac (Carrollton, TX)
- …role of the Mortgage Loan Officer is to serve as a trusted financial consultant , engaging existing customers in our $700B+ serviced portfolio via phone to help them ... will be provided a steady flow of high-quality, warm inbound leads primarily from our existing Pennymac customer base...Hire Training: A robust 6-week training program, including taking sales calls for the final 3 weeks allowing for… more
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