Job Responsibilities and Requirements: You will serve as a technical, marketing and developmental expert and resource on matters of estate and financial planning, both for prospects and client relationships. You will work closely with Relationship Managers, Trust Advisors, Investment Advisors, Banking Advisors, and market management. Ultimate goals are to assist in the acquisition of new clients; retain, expand, and deepen existing relationships; and develop talent in yourself and other service ...
Client Service/Sales Assistant – Financial Services Industry
If you are an experienced Client Service/Sales Assistant/Registered Sales Assistant who wants to work in a friendly, fast-paced financial services firm where you can make an immediate contribution, then do not miss this great opportunity! A well established, wealth management firm in Southfield seeks a talented and professional Client Service Associate/Sales Assistant/Registered Sales Assistant to join a fast paced team.
We are an ...
We provide estate planning solutions to the senior market through one on one sales presentations.
If you are a career sales professional with a great work ethic and closing skills we may just have the opportunity that you have been looking for. We offer complete training, support and lead program.
Responsibilities:
Scheduling and running 8-12 daytime sales appointments each week.
The marketing and selling of our estate planning solutions.
Moderate car travel required.
Candidates ...
We provide estate planning solutions to the senior market through one on one sales presentations.
If you are a career sales professional with a great work ethic and closing skills we may just have the opportunity that you have been looking for. We offer complete training, support and lead program.
Responsibilities:
Scheduling and running 8-12 daytime sales appointments each week.
The marketing and selling of our estate planning solutions.
Moderate car travel required.
...
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