- Principal Financial Group (Roseville, CA)
- What You'll Do The New Business Consultant is instrumental to the success of regional sales offices by building partnerships with our financial professionals, ... accurately onboarding new client accounts, managing account openings and asset movement requests...responsiveness to customer needs as well as communication and relationship building skills. Ability to prioritize assignments, adapt to… more
- Greystar Worldwide, LLC (Fort Worth, TX)
- …To learn more, visit www.greystar.com. JOB DESCRIPTION SUMMARY A sales consultant executes the property's marketing, leasing, event management, and renewal ... conducting property tours and showing apartment homes, continuing the relationship with prospects through follow-up and consistent discovery, processing… more
- Andersen Corporation/Renewal by Andersen (Bowling Green, KY)
- …approach. No previous Window and Door industry experience required. As a Design Consultant , you provide a 60-90 minute in home consultation with the homeowners. You ... of our different product offerings while building a great relationship with our customers and giving them a world...do require at least 2 Saturdays a month and 3 evening appointments a week; Sundays are optional. SPECIFIC… more
- Tata Consultancy Service Limited (Edison, NJ)
- …architecture design and create implementation plan and roadmap 6. Maintain client stakeholder relationship , identify downstream opportunities, ensure closure of ... Job Description : 1. Understanding of client business objective, challenges, scope, business outcome through cloud and AI enablement 2. Conduct advisory engagements… more
- Deloitte (Atlanta, GA)
- …day interactions with executive clients and sponsors and build a trusted advisor relationship . Delivery: Manage and deliver components of client engagements that ... Flexible Consumption Revenue Recognition Implementation Senior Consultant Our Deloitte Customer team empowers organizations to build deeper relationships with… more
- Raymond James Financial, Inc. (Atlanta, GA)
- …required to arrive at mutually beneficial commitments that help move the sales/ client relationship forward. Applies understanding of the business environment and ... Job Description Responsibilities: Develop and implement a relationship management plan for potential customer accounts to...to start sales conversations that offer value to the client . Works without supervision and provides technical guidance when… more
- Voya Financial, Inc. (Boston, MA)
- …be that these representatives will manage/retain/grow through outside sales the ongoing client relationship through regular outreach and direct the customer ... for the attainment of sales production goals. Manage ongoing client relationship and as appropriate in the...degree is required. Financial services or related experience of 3 -5 years is preferred. Must have Series 7 and… more
- UnitedHealth Group (Colorado Springs, CO)
- …and success of our organization has led to this search for a Senior Financial Consultant to join our team. The successful candidate will be involved in the pricing ... UHG proposals and intersegment agreements Ongoing reviews that directly aligns with client strategies as well as OptumRx guidelines Validate renewal and prospect… more
- City National Bank (Oxnard, CA)
- …a representative of CNB, promoting and attracting new colleagues and customers. Prepares a Relationship Plan and calling schedule for each client or prospect in ... of company, industry, business and needs to assist in client calling efforts. Sets objectives for each relationship...serve as a product specialist acting as a technical consultant to clients and Relationship Managers in… more
- Vise (New York, NY)
- …bring on day one 3 -7 years of experience in an account management, client relationship or sales role in financial services Experience with and general ... As a Strategic Consultant (Account / Relationship Manager) at...for our clients. You will oversee and manage multiple client relationships, helping ensure onboarding, implementation, and ongoing adoption… more
