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The EA Agency protects families with term life, whole life, mortgage protection, annuities, index universal life, and debt elimination by utilizing our proprietary technology and sales process.
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Coach, motivate, and develop branch team by providing actionable advice and insight on sales preparation and presentation, with a focus on tailoring the message to the audience. This position may require the employee to register and maintain registration with the Nationwide Mortgage Licensing System & Registry (NMLS.
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PRODUCT PORTFOLIO: Our carriers and their products are selected from the BEST in the industry and serve our primary markets of Mortgage Protection, Final Expense, Annuities, and Index Universal Life. Our top-rated carriers include Foresters, United Home Life, Mutual of Omaha, and American Amicable.
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Related Fields: Airline, hotel, restaurant, mortgage lending, hospitality, customer service, guest service, high-end retail. Attend product and sales training as requested by the Sales Manager.
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This position requires registration with the National Mortgage Licensing System and Registry (NMLS) and/or. Responsible to grow existing and develop new small business banking relationships within the market through outside sales activity.
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Transactions include processing deposits, loan payments, mortgage payments, credit card payments, escrow payments, cash advances, check cashing, official check purchases, gift card sales, travel card sales, proof transactions and the buying or selling of foreign currency.
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Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.
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Product Portfolio : Our carriers and their products are selected from the best in the industry and serve our primary markets of Mortgage Protection, Final Expense, Annuities, and Index Universal Life. Our top-rated carriers include Americo, United Home Life, Mutual of Omaha, Banner Life and American Amicable.
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Relationship Bankers are responsible for retaining and deepening existing client relationships through cross-selling, establishing new banking relationships, referring clients to product partners (e.g., Mortgage, Investments, Small Business, Treasury Management, Merchant Services, Private Banking, Wealth Management, Commercial), educating clients on digital solutions, providing account servicing and maintenance, effectively resolving client servicing issues, and processing.
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Connect clients to the appropriate partners as necessary (e.g. leverage video conference for FA, mortgage specialist, etc.) Experience with face-to-face customer service, digital engagement and basic sales/referrals.
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Market mortgage loan programs to the real estate sales industry and to personal contacts. Mortgage Loan Originator (Category 19) Interview buyer/applicants and originate investor mortgage loans.
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Registered or willing to register as mortgage loan originator with Nationwide Mortgage Licensing. Integrate segment partners, partner with Assistant Manager and partner with the Division Operational to drive sales and drive outbound sales activities including: representing Citi and building partnerships in the community.
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A Senior Financial Services Representative (FSR) supports sales and service delivery in the branch. RequiredSkill(s): Application of a structured sales process, Providing financial guidance and expertise, Financial literacy, Knowledge of retail banking products and services.
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If you are an experienced advertising sales professional who has existing relationships with accounts that sell products to real estate agents or benefit from referrals from real estate agents (for example large mortgage, insurance or contracting companies) this is a fantastic opportunity.
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Our warm leads, proven system, top tool kit including a virtual sales platform and a monthly bonus program with uncapped compensation. The Tran Agency, proudly partnered with Symmetry Financial Group is actively looking for motivated individuals to mentor for insurance sales consultant positions.
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