- 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
- 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
- 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
- The Walt Disney Company (Glendale, CA)
- …leads, referrals, telephone canvassing, and face-to-face interaction to create financial opportunities. Outbound Member Service and Sales + Conduct outbound ... The Member Service Representative (MSR) II is a key...create financial opportunities and drive sales. Responsibilities include conducting outbound calls as part of the Partner's Sales and… more
- The Walt Disney Company (Anaheim, CA)
- …Members on financial responsibility and promote additional products and services. + Conduct outbound calls for Member Service and Sales, following the 2/2/2 ... and maintaining professional service standards. Additional responsibilities include managing member accounts, ensuring accurate and up-to-date records, handling deposits,… more
- 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