- Truist (Atlanta, GA)
- …of client presentation material using Microsoft Office Suite and/or other Truist Wealth software, and proactive sales support activities for advisors. 7. ... and complex deposit products. 8. Continually renders extraordinarily responsive and personal service to Wealth clients while demonstrating product and procedural… more
- JPMorgan Chase (Atlanta, GA)
- …~5,000 advisors located across 3,500 branches and 20 offices. As a Practice Management Consultant within the JP Morgan Wealth Management, you will partner with ... + Series 7 and Series 66 required + At least 5 years business and sales experience in wealth management + Proven leadership/coaching experience and ability to… more
- Truist (Atlanta, GA)
- …advisor feedback, prioritize and address chronic client and advisor pain points. Consult with sales and service leaders to share feedback and create plans to ... influence decision-making. + Design client and advisor journeys and key processes. Facilitate sales and process enablement for advisors and wealth teammates. +… more
- Guardian Life (Pittsfield, MA)
- …advisors? The Living Balance Sheet(R) (LBS) team is seeking a Case Consultant _Specialist_ to help our financial professionals learn and use our proprietary ... on financial planning conversations, including protection, cash flow and wealth management conversations. **You are** A strong communicator who...+ 3+ years in financial services, including experience in sales or sales support functions + A… more
- Brokers International (Urbandale, IA)
- We are currently seeking a dedicated and driven Life Sales Support Consultant to join our team. The Life Sales Support Consultant role is responsible for ... assisting agents throughout the entire sales process. To be successful, you must have a...have a strong affinity for creating an excellent customer service experience. About Brokers International As The Original Agency… more
- Wells Fargo (Minneapolis, MN)
- …this role:** Wells Fargo is seeking a Mortgage Consumer Direct Sales Consultant to support our Consumer Direct Wealth and Investment High-Net-Worth Mortgage ... builds strong relationships with high -net-worth clients and referral partners in the Wealth and Investment Team to help our customers reach their personal and… more
- CARMAX (Federal Heights, CO)
- …vehicles they want in a way that suits them. That demands a special kind of sales consultant : one who takes time to build relationships with customers in order ... ready to work and learn as part of a team. **Qualifications and requirements** + Sales and customer service experience, in an area such as retail, is preferred… more
- CARMAX (Loveland, CO)
- …vehicles they want in a way that suits them. That demands a special kind of sales consultant : one who takes time to build relationships with customers in order ... as part of a team. **Qualifications and requirements** + Sales and customer service experience, in an...benefits to its associates. Part time associates enjoy our wealth benefits such as 401(k) plan and Employee Stock… more
- Deloitte (New York, NY)
- … wealth management, trust company, insurance provider, or related service provider + Strong relationship management skills, particularly the ability to ... Financial Services Risk Management Senior Consultant Our practitioners have the opportunity to engage a diverse and challenging portfolio of projects which include… more
- Morgan Stanley (New York, NY)
- …a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including ... investors and institutions including corporations, pension plans, intermediaries, sovereign wealth funds, central banks, endowments and foundations, governments and … more
- Deloitte (New York, NY)
- Banking Regulatory Reporting Transformation Senior Consultant Our practitioners help organizations identify the regulatory and industry changes impacting their ... a specific focus on regulatory, risk, and data processes. As a Senior Consultant , you will have opportunities to: + Contribute to regulatory reporting engagements… more
- Always Best Care Senior Services (Lisle, IL)
- …experience preferably in health care, home care, or related field. * Excellent customer service and sales skills. * Computer proficiency and ability to document ... able to showcase your skills in multiple areas, including sales , relationship building, and more. This is an excellent...with local teams to ensure the provision of high-quality service . You will be the face of Always Best… more
- TIAA (San Francisco, CA)
- …in a defined geographic territory. This job partners closely with the Advisor Consultant to maintain current client assets, drive sales , cross sell advisors ... and convert prospects to clients. The Internal Advisor Consultant is responsible for meeting daily outbound call goals, email correspondences and advisor follow ups.… more
- Thrivent Financial (Minneapolis, MN)
- …and sales and marketing collateral used to support either a given sales strategy or a financial concept. The consultant will build strong relationships ... of industry and/or business data + Excellent verbal communication skills, customer service and sales skills, along with excellent interpersonal, organizational,… more
- Atria Wealth Solutions (Riverview, MI)
- …investment revenue goals. + Promote and support Investment Services and Financial Consultant sales and marketing efforts through support functions, including ... the country. The Opportunity: We are seeking a Financial Consultant Assistant to provide comprehensive service and...We deliver a clear path to the future of wealth management with the open-minded agility, senior-level access, and… more
- IGT (Las Vegas, NV)
- …customer service to cross functional partners, such as System Sales , Delivery Services, Product Management, R&D + Opportunity Management, entering new ... Systems Integration Consultant Location: Las Vegas, NV, US, 89119 Requisition...Gaming Machines to Sports Betting and Digital. Leveraging a wealth of compelling content, substantial investment in innovation, player… more
- ServiceNow, Inc. (Austin, TX)
- …knowledge of the ServiceNow platform and products.  + Assist the pre- sales team with scoping service engagements typically involving multiple ServiceNow ... make the world work better for everyone. The Principal Consultant is a functional and technical expert consulting with...the most relevant customer challenges - providing support during sales cycles, on direct engagements with our Customers and… more
- Covr Financial Technologies (Hartford, CT)
- …salary $72,000 plus uncapped monthly incentive bonus INTERNAL JOB TITLE REFERENCE: Insurance Sales Consultant (ISC) LOCATION: This position is located in our ... Regional Insurance Consultant REPORTS TO: Head of National Sales...care, and disability insurance products sold through financial and wealth management advisors, banks, credit unions, RIAs, consumer brands… more
- HUB International (Metairie, LA)
- …property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 17,000 employees in 500+ ... + **Strong community support and involvement through HUB Gives** **SUMMARY:** A Benefits Consultant (BC) interfaces with a group of clients (a book of business) to… more
- Deloitte (Columbus, OH)
- …management, wealth management, trust company, insurance provider, or related service provider + Hands-on technical experience leading teams to mine and analyze ... Senior Consultant - Payments Fraud Analytics and Data Science...financial institutions, financial technology ("fintech") organizations, and other money service businesses. Recruiting for this role ends 12/31/24. As… more