As a Client Advisor, you'll build relationships with clients, educate them about life insurance, and provide exceptional customer service. We're a supportive community of professionals committed to helping clients secure their futures. You will be integral in helping clients find life insura...
Maintain a minimum of 95% retention of Client Accounts by pro-active client engagement including the contacting clients that have moved business by Broker of Record letters to determine why business was lost by USI. Complete USI New Business Process for new clients, including establishing a communic...
As a Client Advisor, you'll build relationships with clients, educate them about life insurance, and provide exceptional customer service. We're a supportive community of professionals committed to helping clients secure their futures. You will be integral in helping clients find life insura...
About the Role: As a Client Advisor, you'll build relationships with clients, educate them about life insurance, and provide exceptional customer service. The Dyal Agency is searching for compassionate and driven individuals to join our team as Remote Client Advisors. Key Responsibilities: Client En...
Maintain a minimum of 95% retention of Client Accounts by pro-active client engagement including the contacting clients that have moved business by Broker of Record letters to determine why business was lost by USI. Complete USI New Business Process for new clients, including establishing a communic...
About the Role: As a Client Advisor, you'll build relationships with clients, educate them about life insurance, and provide exceptional customer service. The Dyal Agency is searching for compassionate and driven individuals to join our team as Remote Client Advisors. Key Responsibilities: Client En...
Prepares, submits and manages tax statements and returns for businesses and clients. Create and return statements and documents to clients by set deadlines. Identify areas where clients and businesses can reduce tax, make claims and increase profit. Engage regularly with clients and maintaining stro...
The Client Advisor is responsible for prospecting, soliciting, quoting and selling new Life, Health and Employee Benefits Accounts. Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and indiv...
We are seeking enthusiastic, outgoing sales associates to join our first-ever flagship retail store here in Lexington. Process sales transactions accurately and efficiently. Maintain a clean and organized sales floor. ...
Family Dollar - 411 S MAIN ST [Retail Associate / Cashier / Team Member] As a Customer Service Representative at Family Dollar, you will: Be responsible for providing exceptional service to customers; Greet customers and assist them with selection of merchandise; Complete cash register transactions ...
In this role, you will actively engage with clients, confirm appointments, follow up with past and potential clients, distribute marketing materials, and keep clients engaged during wait times. We are looking for someone who thrives in a welcoming, customer service-oriented environment with. If you ...
We are seeking people who love to help customers overcome Financial technology challenges and who feel rewarded by driving high levels of customer satisfaction. Certified or ability to certify in Workday Financials Products and effectively deploy the solution. Demonstrates an understanding of Financ...
A financial advisor promotes chapter financial wellness by ensuring executive council officers understand and maintain sound financial management practices and assigned Financial department officers uphold their responsibilities and achieve their goals. Complete ongoing training and development, rev...
Financial Aid Advisor III (Financial Aid Specialist for Enrollment). Financial Aid Advisor III (Financial Aid Specialist for Enrollment). Acts as a primary assistant to the Associate Dean of Financial Aid and Financial Aid Director. Also, primary contact for financial aid with the prison education p...
Lead Sales Associates perform the duties of a Sales Associate and act in a lead capacity in the absence of the Store Manager or Assistant Store Manager. The Lead Sales Associate helps maintain a clean, well-organized store with a customer-first focus. The duties of the Lead Sales Associate include a...
Ability to maintain the minimum sales requirements. ...
As a member on the Client Services team, you’ll play a pivotal role by partnering with the Financial Planner providing a high level of customer service to our clients. We are looking for someone with financial services experience to help us deliver outstanding service by building and encouraging the...
As a Customer Service Representative, you'll support TurboTax customers with product and software inquiries, including downloading, logging in, basic navigation, importing documents, printing, filing, and fundamental tax questions. As a CSR, you'll play a crucial role in ensuring our customers have ...
This position provides customer service support and resolution of routine problems and questions regarding client products and/or services. Celebrations for Concentrix Day, Team Appreciation Day, Customer Service Week, World Clean Up Day, #MyOneEarthPromise, and more. The Licensed Personal Lines Ins...
The Retail Sales Associate is responsible for selling furniture, mattresses, and home décor through outstanding customer service in a fast-paced furniture Retail Sales environment. HIRING IMMEDIATELY – RETAIL SALES ASSOCIATES! TOP WRITERS MAKE OVER $100,000!!. Ashley HomeStore is hiring energetic an...
Are you an experienced Financial Advisor seeking an opportunity to serve your clients better?. At Prudential Advisors, we can offer you more: More support, more clients, more compensation, and more client satisfaction. ...
Establishes individual financial plans based on client financial needs and objectives. Client Prospecting, Client Relations, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Relationship Building, Relationship Management. Consult...
Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. Client Service Associate...
Financial Crime Testing & Validation Senior Consultant. Crowe is looking for a detail-oriented individual to join our fast-paced Financial Services Financial Crime Compliance Testing team. Prior financial services internal audit consulting or financial services third line internal audit experience. ...
Dollar General Corporation has been delivering value to shoppers for more than 80 years.Dollar General helps shoppers Save time.Learn more about Dollar General at .Function as a Cashier and/or Stocker and act in a lead capacity in the absence of the Store Manager or Assistant Store Manager.Assist in...