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Our client, a highly respected fee-only portfolio management and fiduciary firm with over $200 billion in assets under management, is looking for qualified financial professionals to join their firm as a Regional Vice President of Sales.
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Extensive experience with bringing in new investor business, high-volume phone activity, and in-person meetings, working as an investment advisor or external wholesaler with a strong track record of success in sales and bringing in new investment assets.
$100,000 - $350,000 a yearFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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Manage Financial Advisor(s) calendars, schedule client appointments, conference calls, and web meetings Coordinate joint client meetings with other professionals (i.e., estate planning attorney, elder law attorney, etc.
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Of success in sales, competitive roles, client services, or client-facing roles. a client base and develop knowledge of Bankers Life financial products and market trends.
$40,000 - $60,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Bankers Life, a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning.
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Working with our Sales Leadership, Internal Support, and our Training and Development Teams, the Client Advisor will be enabled to position Stratascales Innovative Solutions and World Class Support to their Target Customer List.
$85,000 - $350,000 a yearFull-timeExpandApply NowActive JobUpdated Today - 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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If you're a talented Financial Advisor with a passion for Annuity sales, we want to hear from you. You won't just be another Advisor; you'll be a vital part of our elite team, making a real impact on clients' financial futures.
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You will play a key role on our client engagement team, which are typically comprised of a Managing Director or Director as the engagement principal, a Vice President or Senior Vice President as the engagement manager, an Associate, and one or more Financial Analysts.
$145,000 - $225,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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The firm is the No. 1 investment bank for all global M&A transactions, the No. 1 M&A advisor for the past nine consecutive years in the U.S., the No. 1 global restructuring advisor for the past ten consecutive years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by LSEG (formerly Refinitiv.
$145,000 - $225,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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The Customer Service Advisor (CSA) often begins as a Pick-n-Pull Greeter and can work their way up through Part Sales, Parts Specialist and eventually a store Sales Lead through positive work ethics and evaluations.
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Complete sales training and follow the Pick-n-Pull 5 Step Sales Model. Responsibilities include working as part of a retail sales team to provide best in class customer care. This is a retail sales position that requires a can do selling spirit and the ability to work as a team to meet the stores sales goals.
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Customer Service Advisor. The CSA will promote sales and service to customers. The CSA is expected to maintain the excellent standards of all Pick-n-Pull policies and procedures, while always being pleasant, respectful, and helpful.
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Engage in continuous training and education in all areas of the Pick-n-Pull business. Promote the Pick-n-Pull Safety Culture. Follow loss prevention, risk control, quality assurance, and proper cash handling procedures at all times.
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The Assistant Vice President - Trust Advisor uses advisory skills and technical knowledge to advise Private Wealth client relationships on not-for-profit, corporate, and personal trust & investment accounts; participates in departmental sales efforts; and develops and deepens relationships with referral sources and centers of influence.
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