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If you are a CERTIFIED FINANCIAL PLANNER professional (CFP®), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA®), or have at least five years of financial planning experience, please contact us about joining our team and helping us meet the demand of potential clients that want to do business with our firm.
$125,000 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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Overview: Securian Financial is currently hiring an Internal Sales Sr. Analyst (Internal Annuity Wholesaler) to join our fast-paced sales team working with our annuity product line.
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3+ years Financial Services sales (Ex. Banking, Insurance, Mortgage, Business Funding) Career advancement opportunities (our VP of Sales began as an SDR!) We operate a 2 part sales process: SDR to Inside Sales Rep.
ExpandApply NowActive JobUpdated 8 days ago - UpvoteDownvoteShare Job
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Are you a dynamic, results-driven Insurance Agent or Financial Advisor with a passion for annuity sales? As a Financial Advisor specializing in Annuity sales, you'll experience a career transformation like no other.
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The insights and recommendations from this role will be instrumental in sales price strategy and improving overall financial performance within key areas of our business. This position will work closely with the Powin Sales, Engineering, and Operations teams to track and monitor current and future energy storage projects.
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Devoted Health will never ask for financial commitment or contribution from a candidate at any stage of the recruitment process. As a key member of our sales strategy and operations team, the senior analyst will play a crucial role in managing the operations of a full multi-channel sales force, helping support the build of world-class sales-enablement technology, and strategically evaluating new opportunities for growth and expansion.
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As a member of the Corporate Finance Team, you will take an active role in key financial processes, including month-end close activities, reporting of key performance indicators, forecast planning, and financial decision support for executive leadership and key stakeholders.
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The firm was founded by Steve McLaughlin, Managing Partner, formerly a senior investment banker in Goldman Sachs & Co.'s Financial Technology Group and Financial Institutions Group in New York and San Francisco.
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From the Wellhead to Financial Statements so mainly Upstream and Midstream clients. Work via a Solution Selling methodology (MEDDIC, Challenger, Spin, Sandler, etc) is a Plus. Disciplined in Managing Time and Multiple Sales Cycles.
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This employment opportunity at Premier Community Bank would allow you to join the Investment Department at Premier Community Bank as a Financial Advisor associated with LPL Financial. The Investment Department, through LPL Financial, supports the Bank by offering a complete menu of financial services to bank clients.
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Report sales on the GSA Industrial Funding Fee (IFF) System. 1+ years' experience analyzing and creating financial reports from Cognos or Costpoint. Maintain customer relationships and educate sales teams on contract-related matters.
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This position is required to deliver extraordinary customer service, in addition to managing multiple requests with varying priorities, working through complex retail business requirements/needs, and communicating issues with the Export Sales team, customers, and any other stakeholders in a timely and efficient manner.
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We welcome those with experience in jobs such as Retail Sales Representative, Field Client Relationship Manager, and Accounts Payable Clerk and others in the Accounting and Finance to apply. If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader.
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To be considered, the Implementation Specialist would require: Bachelor's degree or equivalent experience, plus 3+ years of experience in group benefits services, financial services, marketing or sales.
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Certifications: Certified Financial Planner (CFP) - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA. No longer spending time on cold calls and sourcing new clients, you will have the time to deepen relationships and create complex financial plans.
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financial sales jobs Title: service associate Company: Paper Source Inc
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