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Description The Opportunity:Reporting to the Hylant Indianapolis Market President, the Client Executive will continue to expand and strengthen the Life Sciences sales team to promote further growth and retention in the Indy market in a manner that is consistent with Hylant Core Values - Family, Hard Work, Honesty, Respect, and Empathy.
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As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
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Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida.
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As needed acting as a liaison in the event of poor communication between client and adjuster. Educates client on how to receive fair claim payment by utilizing tools such as Kelly Blue Book, NADA or local market values.
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Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners. Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida.
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Set up and maintain client files in hard copy, database management system (CRM), and scanning system (OnBase). Perform other tasks such as: maintaining current product-related forms, photocopying, filing, scanning, faxing, constructing letters and memos, completing various mailings, answering phones, and adding documentation to the client database system (CRM.
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Research: 4-5 hours per week: digging into the information the client provided in order to customize options to meet their financial need in the case of a death or disability. Administrative: 2 hours per week: following up with insurance carriers to facilitate client applications through underwritingQualifications:We are looking for coachable, challenge-seeking, self-disciplined individuals with a growth mindset: Skill set isnt everything for this position.
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A retail store manager's job responsibilities aren't easy. Regardless of the parent company's size, it is the store manager's duty to ensure ALL store-related operations run smoothly. Because being an effective leader in retail management can be tough, it is automatically assumed that getting a job is even tougher. But even though the job responsibilities can be tasking, landing a retail store manager position is a little easier... but only if you have the right tools. Most companies do not expect prospective store managers to have a sophisticated educational background. Instead, they select people with convincing skill-set and experience. So, how do you convince recruiters that you're the best candidate for the job? Start by writing a compelling retail store management resume!
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