- Kestra Financial (Deerfield, IL)
- …estate planning. Being a "full service " firm allows for us to better service our client needs from personal investing and retirement planning to life ... needed and direct/take messages appropriately and according to firm guidelines. + Manage client needs regarding processing, service , and problem resolution in a… more
- Visiting Angels (Northbrook, IL)
- …with clients, their family members and referral sources. Demonstrate a strong commitment to client service excellence. + Ability to lawfully work in the US ... POSITION PURPOSE : The Marketing/Sales Representative is responsible for generating business from referral...trends to represent and differentiate Visiting Angels and its services in the local market. + Effectively articulate the… more