- 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 (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
- Deloitte (Westlake, TX)
- …and individual income tax obligations for their mobile employees working abroad and inbound which includes but not limited to reviewing and signing income tax ... discipline + Proven experience in managing people, client interaction and sales + Demonstrated technical skills including Excel, Microsoft PowerPoint, QlikView, and… more
- Deloitte (Dallas, TX)
- …and individual income tax obligations for their mobile employees working abroad and inbound which includes but not limited to reviewing and signing income tax ... discipline + Proven experience in managing people, client Interaction and sales + Demonstrated technical skills including Excel, Microsoft PowerPoint, QlikView, and… more
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