Consultant Level. Here are some engagements our Wealth Management consultants are working on: Conducting strategic assessments... to Portfolio Management Machine Learning driven personalization - life events, investment ideas, service alerts and assessment...
in conjunction with Account Management Team on combined Medical/Ancillary clients Support new sales for finalist presentations... in. Required Qualifications: Life and Health Licensed 5+ years of sales and/or Account Management experience Proven basic computer skills...
in conjunction with Account Management Team on combined Medical/Ancillary clients Support new sales for finalist presentations... in. Required Qualifications: Life and Health Licensed 5+ years of sales and/or Account Management experience Proven basic computer skills...
service and sales experience, required Experience in financial services industry, preferred Flagstar is an Equal...Position Title Branch Banking-Client Consultant I-Float Location Brooklyn, NY 11229 Job Summary A Branch Banking...
new concepts quickly and possess a service-oriented attitude Demonstrated history of project management during a major..., you. Are you ready to make an impact? About The Role We are currently looking for a Senior Consultant to join our M&A, Activism...
new concepts quickly and possess a service-oriented attitude Demonstrated history of project management during a major..., you. Are you ready to make an impact? About The Role We are currently looking for a Senior Consultant to join our M&A, Activism...
and execute successful sales initiative Client Experience: Provide positive client experience by assisting with account questions... years of customer service and sales experience, required Experience in financial services industry Flagstar is an Equal...
set, weekly appointments completed and needs met. Risk Management: Execute all sales, service, and banking transactions...) / Foreign Equivalent, required 4 – 5 years customer service and sales experience, (including in the financial services...
successful sales initiative. Client Experience: Provide positive client experience by assisting with account questions, problems... all sales, service, and banking transactions accurately and compliantly. Strives for no controllable losses. Performs...
sponsorships, etc. Brokerage / Consultant Partner Firm Management: Understand partner firm dynamics, goals, and initiatives...Cigna Healthcare’s Consultant Strategy team leads the development and execution of key producer firm strategies...
relationship onboarding and transitions, collaborating closely with Sales, Client Service, and Operations teams to ensure... successful handoffs into relationship management Track relationship milestones, client feedback, and renewal outcomes to inform account...
sponsorships, etc. Brokerage / Consultant Partner Firm Management: Understand partner firm dynamics, goals, and initiatives...Cigna Healthcare’s Consultant Strategy team leads the development and execution of key producer firm strategies...
you already see yourself as a Nxter? 📌What you'll do In Getnet we seeking an experienced Pre-Sales Consultant – Payments... verticals and segments Sales Support & Client Solution Design Partner with the sales and relationship management teams...
and execute successful sales initiative Client Experience: Provide positive client experience by assisting with account questions... years of customer service and sales experience, required Experience in financial services industry Flagstar is an Equal...
set, weekly appointments completed and needs met. Risk Management: Execute all sales, service, and banking transactions..., HiSET, TASC) / Foreign Equivalent Minimum experience required: 4 – 5 years customer service and sales experience...
and digital transformation goals. Lead the end-to-end solution design across multiple Salesforce clouds (Sales, Service... strategy, design, and innovation. Collaborate with cross-functional stakeholders (Sales, Service, Marketing, Operations...
and execute successful sales initiative Client Experience: Provide positive client experience by assisting with account questions... years of customer service and sales experience, required Experience in financial services industry Flagstar is an Equal...
closely with Sales, Client Service, and Operations teams to ensure a seamless client experience Act as the central point...Your Team Responsibilities: As a PCS Consultant in our Coverage team, you’ll be at the forefront of strengthening...
. Sample Activities You’ll Do Creating a Self-Service Account Framework Assist Customer with organizational hierarchy... for manual intervention. Security Control Policies - Development of the Service Control Policies and account baselines...
and execute successful sales initiative Client Experience: Provide positive client experience by assisting with account questions... years of customer service and sales experience, required Experience in financial services industry Flagstar is an Equal...