A company is looking for a Benefits and Planning Consultant to deepen client relationships and provide financial planning support to executives.
Key ResponsibilitiesConsult with clients to deliver personalized financial planning and benefits educationCollaborate with Executive Planning Consultants to implement client contact strategies and conduct discussionsIdentify new business opportunities and enhance existing client relationships through marketing initiativesRequired Qualifications, Training, and EducationSeries 7 and 66 licenses (66 may be obtained within a defined period of time from hire)4-year college degree preferredIndustry designations such as Certified Financial Planner and Certified Equity Professionals are encouragedDemonstrated knowledge of brokerage, insurance, money management, estate planning, and retirement planningExperience in relationship management with a focus on customer satisfaction
Benefits and Planning Consultant
A company is looking for a Benefits and Planning Consultant to deepen client relationships and provide financial planning support to executives. ...
Sales Consultant (B2B field sales professional) Comm & Bonus + Benefits
The employee is frequently required to walk; use hands and fingers to feel, handle, or operate objects, tools, or controls; and reach with hands and arms. As a Solution Consultant at Talus Pay, you get to set appointments and interact with businesses of all sizes, across all industries and offer the...
Benefits Consultant - Life and Health Licensed
A company is looking for a Benefits Consultant responsible for client retention and service delivery. ...
Executive Assistant to CEO
A company is looking for an Executive Assistant to the CEO. ...
IT Business Systems Analyst
Job Title: IT Business Systems Analyst. ...
Junior Executive Assistant
The junior executive assistant will be responsible for day-to-day operations management, analytical tasks, assisting the CEO and Executive Assistant with flight services (Catering, Ground Transportation, etc. This is a full-time on-site role as a Junior Executive Assistant at V2 Jets located in Sout...
Inside Sales Representative
POSITION: Inside Sales Representative. The Inside Sales Representative at Polymershapes will represent and sell the most extensive selection of trusted performance plastics brands, a solution-oriented strategy, and an unmatched commitment to our customers. Inside Sales Representative, Knoxville. Bui...
On-demand: Guest Advocate (cashier), General Merchandise, Fulfillment, Food And Beverage, Style (t1760)
Observe to quickly understand whether a guest needs assistance or wants Guest Advocate, Cashier, Fulfillment, Beverage, Merchandise, Guest, Retail. ...
CDL Local Route Delivery Truck Driver
With 600+ Drivers, POOLCORP believes that safe driving and exceptional performance should be rewarded, so we do just that through bonuses to celebrate your success. CDL Drivers make safe, complete, accurate and on-time deliveries to customers while complying with Department of Transportation (DOT) a...
Apple Business Expert - B2B Business Expert - Account Manager
Do you love to collaborate and help businesses thrive? At the Apple Store, you connect business professionals and entrepreneurs with the tools they need in order to put Apple solutions to work in their businesses.As a Business Expert, you help them learn about Apple products and explore various poss...