- Edward Jones (Dallas, TX)
- …part of the durable, client-facing team that works closely with the Financial Advisor, Senior and Associate Planners and other members of a diverse matrixed team ... construction, investment advice, and guidance on complex wealth management topics. Our branch teams receive a comprehensive view of portfolio management and planning… more
- Truist (Plano, TX)
- …resolution and advanced sales functions regarding deposit, credit, convenience and other product and service lines. 2. Contributes to meeting or exceeding client ... service as well as individual and branch sales targets by offering products and services with...Commits to advancing individual knowledge of sales techniques and product knowledge to better serve consumer and business clients… more
- Allied Universal (Dallas, TX)
- …Account Manager. The Account Manager will be essential in the achievement of branch sales goals by driving new business development across the assigned territory. ... on sales pipeline and goal progress through CRM and regular updates to senior management **QUALIFICATIONS (MUST HAVE):** + Must possess one of the following: +… more