- HUB International (Columbia, SC)
- …all forms ofpersonal property & casualty insurance business - with an emphasis in the Private Client /High Net Worth space + Maximizing growth and client ... and cross selling available products and services + Generating and pursuing new client opportunities + Develop and deliver formal proposals of insurance program +… more
- Huntington National Bank (Greenville, SC)
- Description Summary: The Private Bank Wealth Advisor IV is a primary client relationship manager in the Huntington Private Bank responsible for ... developing, delivering, and managing a high-net-worth client 's Wealth Plan. Duties and Responsibilities: + Builds relationships with existing and new clients and… more
- TD Bank (Greenville, SC)
- …for this role. **Line of Business:** TD Wealth **Job Description:** The Private Client Service (PCS) Senior Income Tax Advisor is responsible for the timely ... is conducted and completed. The PCS Senior Income Tax Advisor provides direction on daily work flow and file...Evaluates the impact of current trends and events on Client income tax situations, alerts other internal staff to… more
- Huntington National Bank (Spartanburg, SC)
- …long-lasting relationships with both existing and new clients to become Financial Advisor Senior. Our Financial Advisors partner closely with branch staff to uncover ... client needs and offer most appropriate financial solutions for...appropriate solutions as needed. + Provide ongoing training and sales support to assigned branches to deliver a great… more
- World Insurance Associates, LLC. (Anderson, SC)
- …and payroll & HR solutions. Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's Client Advisors bring risk management ... including traditional commercial lines insurance, high net worth / private client , employee benefits, human capital and..."pitch decks" / presentations. Compensation As a World Insurance Client Advisor , your compensation is tied to… more
- Lincoln Financial (Columbia, SC)
- …a sales plan to increase/gain opportunities to introduce Lincoln's private funds management and other resources to targeted advisors within their assigned ... to cross sell and penetrate new and existing financial advisors. + Conducts firm/ advisor meetings to achieve sales targets. (eg due diligence meetings,… more
- First Horizon Bank (Mount Pleasant, SC)
- …and make referrals to bank partners, including but not limited to mortgage, wealth, private client , and business banking. + Proactive Client Outreach: ... Sales Leadership: Support a high-performing culture by coaching associates on sales , referrals, products and services as needed. Client experience +… more
- First Horizon Bank (Columbia, SC)
- …and make referrals to bank partners, including but not limited to mortgage, wealth, private client , and business banking. * Proactive Client Outreach: ... Sales Leadership: Support a high-performing culture by coaching associates on sales , referrals, products and services as needed. ** Client experience** *… more
- Public Consulting Group (Columbia, SC)
- …This position will be responsible for the following: + Business Development - Client management and sales acumen to grow existing projects and establish ... and communicating project performance and progress. + Advise senior client executives and as a trusted advisor ...during your set working hours + have a safe, private , and distraction-free environment in which to complete your… more
- Confluent (Columbia, SC)
- …for a Customer Success Technical Architect (CSTA) to act as a trusted technical advisor and advocate to work with our customers. The primary objective of this role ... with others in Customer Solutions as well as cross-functional divisions such as Sales , Product Management and Engineering to help our customers accelerate time to… more
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