• Outbound Member Advisor

    Financial Partners Credit Union (Downey, CA)
    **Position** : Outbound Member Advisor **Requisition ID:** : 1578 The Member Advice Center Outbound Advisor is responsible for driving membership ... in a compelling and professional manner. **ESSENTIAL RESPONSIBILITIES:** + Conduct outbound calls to credit union members/potential members to introduce the benefits… more
    Financial Partners Credit Union (10/25/24)
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  • Senior Care Advisor / Healthcare Enrollment…

    WelbeHealth (Los Angeles, CA)
    …better quality and compassion in a value-based model. The Senior Care Advisor helps assess PACE eligibility by fostering relationships with prospective participants, ... their caregivers. A trusted telephonic resource, the Senior Care Advisor helps guide seniors who may qualify for the...answering inbound and doing follow-up calls, as well as outbound calls to online leads. **Essential Job Duties:** +… more
    WelbeHealth (09/27/24)
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  • Financial Advisor

    BMO Financial Group (Woodland Hills, CA)
    …+ Implements business development strategies to acquire new business (eg outbound calling campaigns, conducting seminars) and cultivate branch employee referrals. + ... + Implements business development strategies to acquire new business (eg outbound calling campaigns, conducting seminars) and cultivate branch employee referrals. +… more
    BMO Financial Group (11/06/24)
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  • SBA Business Development Officer

    EverBank (Irvine, CA)
    …packages Small Business Association (SBA) government loans. This role conducts regular outbound sales calls on small business client prospects to develop new ... and acceptable approval rates. + Works with the appropriate Business Banking Client Advisor and /or Branch to assist in the seamless handoff for the branch… more
    EverBank (11/12/24)
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