Setting Appointments: 6-8 hours per week: reaching out to potential clients that have previously requested coverage with our company and scheduling a time to meet with them to discuss their mortgage protection coverage. Research: 4-5 hours per week: digging into the information the client provided i...
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 Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners. Morgan Chase, we have an en...
Job Duties: Setting Appointments: 6-8 hours per week: reaching out to potential clients that have previously requested coverage with our company and scheduling a time to meet with them to discuss their mortgage protection coverage. Research: 4-5 hours per week: digging into the information the clien...
S Must have a State Approved Life Insurance License OR be willing to obtain state approved Life Insurance License ** This is a 1099 Commission Only Position *** Ability to scale and grow profitable business Benefits We assist families with financial planning strategies in the areas of mortgage prote...
Serves as the trusted advisor and team coordinator to simplify complexity for Private Bank clients by challenging and collaborating with them to articulate and achieve their wealth goals. Create steams of highly credentialed specialists to provide wealth planning, investments, private banking, risk ...
Automotive Customer Service Advisor**. Automotive Customer Service Advisor**. Contribute to the growth of the organization across all lines of business through customer engagement, expert product and service knowledge, follow-up, and follow through at the service desk, on the sales floor, and at the...
Through the Company's service lines, including pharmacy, home health care and primary care, and rehabilitation and behavioral health, we provide comprehensive care and clinical solutions in all 50 states to over 400,000 customers, clients and patients daily. We are seeking a positive, team oriented ...
Firstsource Healthcare has immediate full time Work from Home positions available as Customer Service Agents. Follow established procedures to meet customer needs. ...
Customer Service Specialist, Customer Service, Specialist, Remote, Healthcare, Medical Equipment, Retail. Ready to tackle a fun and rewarding job? There are Remote Customer Service Representative job openings in your area. Click today and find the job that you have been looking for!This position is ...
The **Sales Associate / Design Consultant** is responsible for maximizing sales and delivering an exceptional guest experience. As a Sales Associate / Design Consultant, you will be providing customer service and space planning assistance, as well as maintaining a sales driven focus. Sales Associate...
CornerStone Staffing is hiring for Customer Service Reps in (Louisville, KY 40219) with experience in a healthcare environment. Provide appropriate customer service and an effortless experience to the caller. ...
Internal Consultant is a dynamic, highly motivated sales professional with a financial services background. Working with clients at a Financial Advisory Firm and experience with Life Insurance experience is a plus. ...
Follow company work processes to receive, open and unpack cartons and totes; store merchandise in stock room or move directly to sales floor. ...
As a Customer Service Representative, you will help TurboTax customers by answering their questions concerning TurboTax products and tax return software. The ability to understand and empathize with our customers needs while driving innovation and providing top-notch service. Lead Generation (the ac...
Our Consultants have a deep understanding of Workday Financials applications. Ability to certify in other Workday Financials functional areas and to deploy the solution. ...
Under general supervision, deliver exceptional customer service by acting as a liaison between the customer and retail technician (Traditional), or mechanical associate (Flow) on the phone before, during, and after the service/repair processes. Meet and greet all service customers in a friendly mann...
As a Sales Solutions Generalist you’ll provide each customer with the best experience possible by helping them find and purchase animals, supplies and services. Perform related duties in support of the Pet Care Center attaining its assigned sales goals. Utilizing the behaviors within our Sales Model...
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...
This employment opportunity at TruStage located at Commonwealth Credit Union in Louisville, KY would allow you to join Commonwealth Credit Union as a Financial Advisor working for TruStage and associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial. LPL ...
The Principal Financial Implementation Consultant will provide Workday product, industry, and implementation expertise by serving as an architect and advisor while ensuring the financial and accounting solutions alignment with other functional areas. As a Senior Functional Consultant, you will play ...
In the recruiting of Financial Advisors, First Command is committed to a policy of non-discrimination pursuant to the high standards of our company values and in compliance with federal, state and local laws and will not discriminate in hiring or employment on the basis of race, color, religion, nat...
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. ...
As a Part Time Advisor Assistant you will be responsible for:. Provide administrative support to an AIG Retirement Services financial professional. Monitor and manage financial professional’s calendar and client leads. Advisor assistants that are action oriented, high energy, personable, empathetic,...
Experience with data integration between Workday Adaptive Planning and Workday Financials and/or other financial systems. Our team of professionals have a broad and deep understanding of Workday Financials & Adaptive Planning. Proficiency in creating and managing budgets, forecasts, and financial mo...