• Sales Counselor

    Brookdale Senior Living (Denton, TX)
    …families the benefits of residing and receiving care at the community. Communicates sales and contractual information and closes contract sales to maintain and ... Meets established goals regarding contacts and tours to achieve desired sales goals. Enters updated prospective resident information and status of relationship… more
    Brookdale Senior Living (01/04/25)
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  • Merrill Financial Solutions Advisor: Greater…

    Bank of America (Frisco, TX)
    …licenses** + Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded + Minimum of one year ... to partner and promote lead generation + Experience balancing investment management, sales activities, and new client development + Strong computer skills and the… more
    Bank of America (01/03/25)
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  • Financial Solutions Advisor - Consumer Investments…

    Bank of America (Frisco, TX)
    …at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. * Sets and accomplishes goals, ... three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded. * Achieved additional professional… more
    Bank of America (12/31/24)
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  • Merrill Experienced Financial Advisor

    Bank of America (Frisco, TX)
    …partner and promote lead generation. + Experience balancing investment management, sales activities and new client development. + Achieved additional professional ... such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). + Possess excellent communication skills, both written and verbal… more
    Bank of America (01/08/25)
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  • Underwriting Consultant (Hybrid in Austin, TX)

    Sedgwick (Plano, TX)
    …+ Performs field activities such as attending client board meetings and marketing/ sales meetings; assists in conducting educational clinics for pool members or ... Underwriting (AU), Associate in Risk Management (ARM), Certified Insurance Counselor (CIC), and/or Certified Risk Manager (CRM) designations preferred.… more
    Sedgwick (11/27/24)
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