- Vanguard (Malvern, PA)
- We have an exciting opportunity for a Financial Consultant who will manage a sales Book of Business of High Net Worth (HNW) self-directed clients who have ... sales opportunity and/or external share of wallet propensity. You...managed consultation. + Conducts advanced needs analysis of client's financial situation, identifies comparable Vanguard products/services, positions solutions that… more
- The Hartford (Wayne, PA)
- Internal Sales Consultant - 87SW5E We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. ... sales experience looking to grow their career in financial services? Would you like to use your strong...and build positive relationships? If so, the Internal Advisor Consultant role at Hartford Funds might be the next… more
- PNC (Wilmington, DE)
- …and have an opportunity to contribute to the company's success. As a Financial Wellness Consultant , within PNC's Organizational Financial Wellness, you ... solutions to meet the needs of various businesses and their employees. As a Financial Wellness Consultant , you will be responsible for working directly with… more
- Vanguard (Malvern, PA)
- …to give them the best chance for investment success. That starts with you. As a Sales Consultant , you'll be an advocate for our retail investors and the voice of ... our organization. You'll provide an exceptional sales experience and support investors who have chosen or are considering investing with Vanguard. Our "crew," as we… more
- Wells Fargo (Wilmington, DE)
- …excellent customer service + Build relationships with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources ... while developing understanding of and adherence to Mortgage Retail Sales functional area, policies, procedures, compliance requirements, and generating loans… more
- Capital One (Wilmington, DE)
- …carrying out client analysis and proposals requiring minimal guidance from the sales leader. **Responsibilities:** + Consistently meet annual financial goals & ... Treasury Management Consultant III & Relationship Manager - Government Banking...relationships. The TMC on the Government Banking Treasury Management Sales team will work to identify ways to improve… more
- The Hartford (Wayne, PA)
- Retail Sales Consultant - 87SX5E We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. ... Location: San Francisco Metro Position Summary: As an Advisor Consultant , you will be responsible for driving Hartford Funds..., you will be responsible for driving Hartford Funds sales by building deep relationships with financial … more
- The Hartford (Wayne, PA)
- Retail Sales Consultant - 87SX5E We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. ... Funds' sales through building deep and long-term relationships with financial advisors, strategic partners, and firms. Hartford Funds' products include Mutual… more
- City National Bank (Wilmington, DE)
- *INVESTMENT CONSULTANT - Remote based in CO* WHAT IS THE OPPORTUNITY? Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys ... in RBC Rochdale investment services. Develops "partnering" relationships with Independent Financial Advisor, accounting firms, and estate planning firms with the… more
- Truist (West Chester, PA)
- …an equivalent combination of education and related work experience 2. 5 years of sales experience of financial or treasury products and/or services 3. Maintains ... months of entering position **Preferred Qualifications:** 1. 7+ years of sales experience of financial or treasury products and/or services 2. CFA Designation 3.… more
- The Hartford (Wayne, PA)
- …and obtain securities licenses. Advisor Support Consultants will work with financial advisors, advisor consultants, and internal sales professionals to ... Sales Support Associate - 87PR7N We're determined to...OF THE POSITION? + Respond to phone calls from financial advisors promptly and professionally, following established criteria +… more
- Target (Wilmington, DE)
- …merchandising presentations that inspire guests and build the basket. A Style Consultant is passionate about strong operations and providing an incredible guest ... welcoming and helpful in meeting guests needs on the sales floor and in the fitting room. Ensuring the...skills for a career. The role of a Style Consultant can provide you with the** **skills and experience**… more
- Vanguard (Malvern, PA)
- …through predominantly electronic and telephone communication (75%) as well as some field sales activity (25%) for medium to high value clients in both metro and ... non-metro geographic locations. Core Responsibilities + Achieves established sales and retention goals within the spirit of Vanguard's Code of Ethics. Implements a… more
- Closet Factory (Wilmington, DE)
- TITLE: Sales / Closet Designer / Flexible Hours Sales / Design Consultant Join our list of Top Sales / Design Consultants and make in excess of $100k of ... long-term growth. As a result, we are searching for Sales / Design Associates to add to our professional...program, those committed to the process will achieve substantial financial success and independence. Candidates must have and enjoy… more
- Maersk (Glen Mills, PA)
- …Activelyleadingthe RFI, RFQ and RFP process for MPL as co-sponsor with sales + Ensure sponsored RFQ & RFP proposals submitted are comprehensive,competitiveand within ... requirements are met + Supportnew business pursuits via our sales /internal stakeholders to deliver a sound business proposal on...REGion for MPL** + Provide expertise for MPL as consultant to customers + Provide expertise for MPL as… more
- Vanguard (Malvern, PA)
- …performance, you will be eligible to join a territory as an Internal Sales Consultant . Special Factors Sponsorship Vanguard is not offering visa sponsorship ... a motivated and dynamic Internal Wholesaler with: + Strong sales aptitude and a natural ability to engage with... aptitude and a natural ability to engage with financial advisors across various channels (phone, web meetings, email).… more
- City National Bank (Wilmington, DE)
- …assist in forecasting clients' credit needs and develops solutions to serve their financial needs. Brings in product specialists, as necessary, to help problem solve ... exposure. * May serve as a product specialist acting as a technical consultant to clients and Relationship Managers in various business segments and geographic… more
- SAP (Newtown Square, PA)
- …with program needs. + **Business Development:** Supports services and license sales cycles, identifies account growth opportunities, and contributes to revenue and ... frameworks, manages project quality gates, and ensures delivery excellence. + ** Financial Accountability:** Owns program financial strategy, internal & external… more