- Equitable (Irvine, CA)
- Wealth Management Associate - CA, Irvine, LA , Ventura...Benefit from the training and guidance of a local Vice President who will assist you throughout ... your journey, offering valuable insights and support to help you succeed + **Leadership Development** : access to Leadership Development School for those with management ambition + **Professional Growth** : encouragement to pursue professional designations… more
- The Dewitt Companies (City Of Industry, CA)
- …goals and building new revenue within named account base. + Report directly to the Vice President of Sales + Moving opportunities through the sale stages in ... the hand-off of new business to the Customer Experience Associate . Identify new services and products to sell existing...KPIs. Review actual performance quarterly. + In conjunction with Vice President of Sales, set monthly, quarterly,… more