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...
Private Client Financial Advisors are their clients' primary trusted advisor. Private Client Financial Advisor - Long Island, NY. Focused on growing our market share, we're hiring Private Client Financial Advisors to proactively identify and sell a broad array of investment, insurance, and bank prod...
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...
At H&M, as a Retail Sales Associate you will be advising our customers and keeping them in style! A Retail Sales Associate, or Sales Advisor, as referred to internally, is responsible for delivering the Best Customer Experience that contributes to the store's sales and profit. As a Retail Sales Asso...
Accept responsibility for increasing sales to customers, which should occupy approximately 40% of the workload. Responsible for sales to customers including matching the customer to the merchandise, taking the customer order form for the customer, verifying the customer order, and setting up deliver...
As a sales associate you will be responsible for correctly fitting boots, helping with general boot care, and ringing up sales. General computer knowledge will be used to ring up sales. ...
If you mention fitness within moments of meeting someone.Were looking for enthusiastic individuals eager to share our story and our success with everyone who walks through that door or who calls for more information or who expresses even the slightest bit of interest in improving themselves.Are you ...
Our ideal candidate is highly motivated to achieve sales goals, thriving on a commission driven environment. ...
The Sales Associate enthusiastically facilitates the sale, checkout and delivery processes and ensures a positive Slumberland shopping experience for our customers. Sales Associate Job Requirements. Equipped and confident in utilizing effective communication techniques to engage, build rapport, info...
Handle all sales transactions while operating assigned cash register. ...
Client Service Specialists are responsible for thinking through all processes which ultimately impact the client's insurance program. The purpose of this position is to support the sales and service team in their evaluation of the needs and risks of existing clients. Independently perform the daily ...
Any unsolicited resumes or candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial Group are considered property of Lincoln Financial Group and are not subject to payment of agency fees. Requisition #: 73169The Role at a GlanceWe are excited...
Any unsolicited resumes or candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial Group are considered property of Lincoln Financial Group and are not subject to payment of agency fees. We are excited to bring on a Clinical QA Consultant to...
Recommends financial advice and guidance that align with client financial goals and needs. Analyzes client financial needs and applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client's unique priorities. Partners with finan...
Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. As a Financial Advisor, you will:. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. Build a clie...
The Customer Service Associate will assist our walk-in customers directly, coordinate closely with our outside sales force, drivers and warehouse personnel to meet our customers' needs in a timely and efficient manner. The Customer Service Associate will provide counter sales, phone assistance, and ...
The Financial Planning Consultant will also partner with a Financial Service Assistant (FSA) who will offer operational support, allowing the Financial Planning Consultant to focus on the financial needs of clients. The Financial Planning Consultant will be responsible for growing this book over tim...
As an Education Consultant and Wealth Advisor. Your job responsibilities as the Education Consultant and Wealth Advisor:. Great opportunity to join our team Retirement and Private Wealth Team!. Proactively engage with plan sponsors, advisors, client service team, and marketing to enhance the educati...
Ensure all new business cases are processed in a timely manner, working closely with financial professionals to collect missing data needed to process each case. Partner with financial professionals on plan design, product and presentation solutions. Maintain a comprehensive knowledge of all product...
Consulting Chief Financial Officer (CFO) Advisor to work with the other principals in our firm to provide the best solutions to our clients across the globe. COMPANY OVERVIEW ExecHQ is an advisoryfirm comprised of executives with extensive C-Suite (e. Webelieve that many CEOs and/or business owners ...
As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial futures. In this exciting ...
Any unsolicited resumes or candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial Group are considered property of Lincoln Financial Group and are not subject to payment of agency fees. We are excited to bring on a Clinical QA Consultant to...
What you'll do: * Ensuring customers receive prompt, courteous, and effective service * Troubleshoot product needs, services, and or concerns by working directly with customers * Providing price quotes for installations prior to scheduling service appointments ...
If you enjoy building strong relationships with clients, then look no further and apply today! Join our team as a Client Service Associate and be the friendly face for all those who visit our offices, ensuring exceptional client experiences and providing essential support. In this role, you wil...
As an Enterprise Service Specialist, you will provide support for the Advisor Portal and Communities products. This position will possess a deep knowledge of these products and services to enable advisors to utilize them effectively across their firm. Compile a complete knowledge of the Advisor Port...