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Regional Sales Consultant jobs at Lilly & Company - 2626 jobs

  • Pacific NW Regional Sales Director - Life & Related Products (Future)

    NFP Corp 4.3company rating

    San Francisco, CA jobs

    Who We Are: Diversified Brokerage Services (part of NFP, an Aon company) is one of the largest brokerage general agencies in the United States specializing in life insurance, and we're proud of our roots, starting as a family run business in 1968 and growing to where we are today. With over 50 years in the insurance industry, we've honed in on our strengths and perfected our processes, resulting in the best possible experience for the advisors we serve. We invite you to learn more about us and discover the “DBS Difference” for yourself! We're part of NFP, a multiple Best Places to Work award winner in Business Insurance. NFP is an organization of consultative advisors and problem solvers who help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. Summary This position exists to provide DBS with a dedicated resource focused on acquiring and growing relationships with new individual brokers, producer groups and national accounts as well as growing relationships with existing brokers, producer groups and national accounts. This is an independent contributor role with no direct reports. The focus is on providing direction on production goals, account status, trends, and marketing initiatives. This will be accomplished by gaining and maintaining a deep understanding of the client organization's wants, needs, and processes. We work with insurance agents, brokers, and financial advisors across the country to help them secure life insurance products for their clients who want to protect their families or their businesses. We take pride in the fact that we are directly responsible for insuring thousands of people nationwide as one of the leading distributors of life insurance in the nation. The Regional Sales Director will drive growth in an established, high-performing territory covering Washington, Oregon, Northern California, Idaho, Montana, and Alaska. The ideal candidate will have a strong life insurance background and experience in wholesale and point-of-sale strategies. They will be supported by an experienced internal team and have the opportunity to contribute to one of the nation's most established and successful brokerage agencies. This will be a fully remote with travel opportunity that offers a competitive base salary of $75,000 + commission, with top performers capable of earning $250,000+ annually. Travel within the assigned region is required approximately 40% of the time to engage with clients, attend industry events, and actively drive business expansion. Note: This opportunity is for future hiring needs. We frequently recruit for this role due to business growth and the career advancement of current team members. By applying now, qualified candidates will be added to our shortlist and considered when a new opening becomes available. If you are seeking an immediate opportunity, please explore our current openings on the NFP Careers Page: ************************ Essential Duties and Responsibilities Implement key account strategies and processes with all accounts. Gold sheet, action plan, and strategic marketing plan. Develop existing broker/account relationships and manage recruiting for new broker/accounts Regularly communicate the status of your accounts to the DBS team; keeping them informed of pertinent issues, especially during the onboarding process Continued development of industry, concept, carrier, and product knowledge Contribute to the overall success and profitability of the agency Meet or exceed acquired and assigned account production goals Implement key account strategies and processes with all accounts including Gold Sheet, action plan, and strategic marketing plan Regularly communicate the status of your accounts to the DBS team, keeping them informed of pertinent issues, especially during the onboarding process Continued development of industry, concept, carrier, and product knowledge Education and/or Experience Past sales and relationship management experience in the life insurance industry required FINRA: Series 6 or 7, or 63 is required College degree or other higher education preferred Life and Health License preferred Knowledge, Skills, and/or Abilities Leadership, organizational skills, people skills, flexibility, team orientation, ability to travel, ability to manage a budget, good written and oral communication, ability to plan and prioritize Team Participation: Must work effectively in a diverse group of people as a team member Must have the ability to travel within assigned region approx 50% (typically, same-day or short overnight trips and others as required) MS Office Suite and Salesforce (or similar CRM), Concur (or related expense management) required Able to quickly learn new business/communications systems and technologies Ability to communicate in a professional manner High focus on quality and customer satisfaction Flexible and able to react to change in a productive and positive manner Strong work ethic and ability to work with a sense of urgency Ensures that all DBS customers are provided service that is complete, accurate, prompt, confidential, and courteous What We Offer: We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $60,000‑$75,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case‑by‑case basis. In addition to the base salary, this position may be eligible for performance-based incentives. NFP and You... Better Together! NFP is an inclusive Equal Employment Opportunity employer. #J-18808-Ljbffr
    $82k-116k yearly est. 5d ago
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  • VP, Liquidity Business Sales - Regional Client Growth

    HSBC 4.9company rating

    Beverly Hills, CA jobs

    A leading financial institution in Beverly Hills is seeking a Vice President, Liquidity Business Sales to lead regional sales and ensure exceptional service to liquidity clients. The ideal candidate will have proven client management experience, strong analytical skills, and a proactive approach to problem-solving. This role requires direct engagement with clients and stakeholders and offers opportunities for professional development and a competitive benefits package. #J-18808-Ljbffr
    $130k-192k yearly est. 3d ago
  • North America Regional Sales Director - Central

    Valid8 Financial, Inc. 3.6company rating

    Sunnyvale, CA jobs

    A leading financial technology company in Sunnyvale is seeking an experienced Sales Manager to develop and execute strategic plans to achieve sales targets and build strong customer relationships. The ideal candidate will bring 7 to 10 years of experience in sales or marketing roles and possess excellent communication and negotiation skills. This position offers a competitive compensation range of $120k to $180k, alongside several attractive benefits including paid time off and a 401k retirement savings plan. #J-18808-Ljbffr
    $120k-180k yearly 2d ago
  • Account Executive- Employee Benefits (Hybrid)

    National Financial Partners Corp 4.3company rating

    Bethesda, MD jobs

    Job Category: Accounting Apply now Full-Time Hybrid Bethesda - Rock Spring 410 6500 Rock Spring Drive Suite 410 Bethesda, MD 20817, USA Bethesda - Rock Spring 410 6500 Rock Spring Drive Suite 410 Bethesda, MD 20817, USA Bethesda - Rock Spring 500 6500 Rockspring Drive Suite 500 Bethesda, MD 20817, USA Bethesda - Rock Spring 500 6500 Rockspring Drive Suite 500 Bethesda, MD 20817, USA NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: ******************** Summary: As an Account Executive in Mid Market segments, you will support consultants in managing client accounts by researching, analyzing, and evaluating medical, dental, life and disability benefits plans and programs for employers. The expectation at this level is that the Account Executive will exercise more independent thinking and be able to complete projects with little guidance from consultants. Often, tasks are time sensitive and the employee may be working under intense deadlines and pressure. Data entry and analysis - assist the consulting team in gathering, organizing, entering and analyzing data using Excel spreadsheets to be used for various client projects. This role also involves an increased focus on analysis of the results and managing portions of projects, including reviewing the work of lower level analysts. Marketing efforts - gather benchmarking, utilization or rate data from the vendors via a Request for Proposal (RFP); interpret the meaning of the data and summarize the responses from the RFP in Excel or PowerPoint format for presentation to the client Plan design consolidation - gather data from the client and current vendors needed for analyzing the impact of a client's consolidation of its healthcare plans; typically involves organizing and summarizing plan design details and costs in Excel for further analysis by the team; responsibilities also include checking data for reasonableness and follow-up with vendors regarding missing or inaccurate data. For experience rated clients - Cost projections and vendor renewal workups - gather data from the client and vendors to populate Excel spreadsheets used for developing cost projections and evaluation of vendor renewal workups; results are used as part of client renewal and budget meetings For experience rated clients - Tracking claims experience - gather data from client and vendors and check for reasonableness using independent judgment; analyze actual versus expected healthcare costs using an Excel template; results are typically sent to clients on a monthly or quarterly basis Understand Health and Benefits products, services and tools - Understand vendor/carrier markets, more advanced underwriting and financial skills, Health & Benefit products, services and technical tools, and intranet resources offered by NFP by participating in training courses, online learning, or through learning from more experienced colleagues. Project management & consulting skills - understand and demonstrate project management and consulting skills such as: Managing the quality and timeliness of client deliverables Helping to develop budgets and billing reports Participating in client calls and meetings as appropriate Delegating to and reviewing project work of more junior colleagues Assisting with the preparation and delivery of clear and concise client-friendly communications. Develop and present benchmarking reports - gather and analyze health benefits data from a national survey administered and published by various sources, input it into a standardized template and compare a client's medical and dental plan information (such as the benefits they offer, rates, contributions) to other companies by industry or geography and present the final report to the client. The analyst will have a discussion with a consultant up front to determine what cuts of the data to make Requirements: BA/BS preferred Three to five years of industry experience required Intermediate to Advanced knowledge of MS Office Tools (Excel, PowerPoint) Excellent interpersonal skills; strong oral and written communication skills. Life & Health License required What We Offer: We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $55,000 - $110,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. NFP and You... Better Together! NFP is an inclusive Equal Employment Opportunity employer. Qualifications Skills Behaviors Motivations Education Experience Licenses & Certifications Equal Opportunity Employer. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor. #J-18808-Ljbffr
    $55k-110k yearly 3d ago
  • Benefits Account Executive - Mid-Market (Hybrid)

    National Financial Partners Corp 4.3company rating

    Bethesda, MD jobs

    A financial solutions company seeks an Account Executive in Employee Benefits to support consultants in managing client accounts through data analysis and project management. This hybrid role requires three to five years of industry experience, strong knowledge of MS Office, and a Life & Health License. The compensation ranges from $55,000 to $110,000, influenced by factors including experience and location. Join a company recognized for its commitment to a people-first culture and competitive benefits. #J-18808-Ljbffr
    $55k-110k yearly 3d ago
  • Senior Sales Manager, Global Payment Solutions

    HSBC 4.9company rating

    San Francisco, CA jobs

    In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US. HSBC may engage in immigration sponsorship for this position if needed. Our purpose - Opening up a world of opportunity - explains why we exist. Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers. We're bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world - for our customers, our people, our investors, our communities and the planet we all share. Global Payments Solutions (GPS) is one of HSBC's global transaction banking product lines generating over 10% of HSBC Group revenues. Supporting Corporate and Institutional Banking (CIB). Our GPS business is made up of almost 10,000 people in over 55 countries and is uniquely positioned to help clients make and receive payments, and manage liquidity and working capital across borders and regulations, in multiple currencies. Our expertise in this area has been recognized by the industry's most prominent publications as the best global cash manager for corporates and financial institutions in consecutive years. For our largest corporate clients GPS Sales has implemented a sector focused coverage approach, recognizing that clients in different sectors have unique cash management needs. Various sector teams exist including: Technology Media & Telecoms, Consumer, Healthcare, Energy Materials & Power, Industrials, Transport, Real Estate and Professional Services. We are seeking a high caliber professional to join our Sales team in the TMT sector. This role can be based in San Francisco or New York USA. The portfolio consists of US headquartered global TMT sector corporates. As our Director, Senior Sales Manager you will: Work in close partnership with Banking Coverage and the wider GPS sales teams to identify and develop business opportunities, jointly formulate client engagement strategy to deepen HSBC's global cash management wallet share and grow revenues, with an industry focus on corporates in the Technology, Media and Telecommunications sector Adopt a needs-based advisory approach to understand customer requirements and provide appropriate cash management solutions that meet those requirements Effectively lead, coordinate and collaborate with the HSBC team across markets and functions to develop appropriate solutions, deliver sales proposals / Request for Proposal responses / client pitches through to implementation handover. Work closely with the GPS Implementation, Integration and Client Service teams to ensure smooth transition of client mandate into realized revenues, as well as to provide ongoing coverage in response to clients' evolving challenges and requirements Feedback to the GPS Product and Channels teams on the competitive market landscape and client specific requirements, to help drive product enhancements/developments as appropriate. Formulate, support and drive CIB and GPS industry sector strategies, including participation in events, case studies, client testimonials, client planning and wallet sizing activities Coach and lead team members across the group on sales strategy formulation, deal pipeline management and sales conversion techniques Proactively collaborate with global and regional sales leads and GPS teams to develop a deal pipeline that is coordinated with Banking Coverage and prioritized according to opportunity and value to both the client and HSBC You´ll likely have the following qualifications to succeed in this role: Proven track record of dealing with complex global corporates, with a minimum of 5 years' relevant experience Experience of managing a client portfolio and/or responsibility for a driving a P&L / client cross-sell and satisfaction metrics, plus a proven sales record with strong data analytical skills Understanding of global cash management techniques, market and competitive trends and regulatory environment Detailed knowledge of day to day workings of a Corporate Treasury environment, Foreign exchange, payments, Liquidity and working capital Strong knowledge of local / regional / global cash management clearing services, products, techniques and strategies Proven experience in managing large complex corporate relationships in client facing management roles, demonstrating an understanding of risk management, structures, credit, products, processes, in an individual contributor capacity Experience of working in an International Corporate Banking environment, or experience with HSBC Group Corporate products and services Proven ability in identifying and meeting customer needs through matching a broad range of products and services and in delivering creative and flexible customer solutions, to a deadline University graduate with at least 5 years of relevant experience in cash management, banking relationship management and/or corporate product sales As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming and inclusive work environment. You will be empowered to drive HSBC's engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives. You'll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC. We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the future! Your final fixed pay offer will depend on the candidate and several variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location. All qualified applicants will receive consideration for employment without regard to age, ancestry, color, race, national origin, ethnicity, disability or medical condition, genetic information, military or veteran service, religion, creed, sex, gender, pregnancy, childbirth, caregiver status, marital status, citizenship or immigration status, sexual orientation, gender identity or expression or any other trait protected by applicable law. #J-18808-Ljbffr
    $119k-162k yearly est. 4d ago
  • Sales Executive - Risk & Valuations Services

    S&P Global 4.3company rating

    San Francisco, CA jobs

    About the Role: Grade Level: 12 Our dynamic, global sales organization operates across multiple high-growth business lines including Credit & Risk Solutions, Pricing & Valuations, Global Intelligence & Analytics, and specialized risk management services. We are part of S&P Global Market Intelligence's strategic growth initiative, contributing to our ambitious goal of becoming a $1B+ business globally. Our collaborative team values partnership, relationships, and communication while maintaining an entrepreneurial spirit. We work with cutting-edge analytics, differentiated data, technology, and workflow solutions that help customers stay ahead of competition, pinpoint risk exposures, and spot opportunities in unpredictable market environments. Responsibilities and Impact: Drive ambitious sales growth by meeting or exceeding new business sales quotas across assigned territories and market segments Develop and execute comprehensive territory strategies that identify opportunities for growth and expansion within Financial Institutions, Corporates, Government, and specialized market segments Build and nurture strong client relationships with C‑Suite executives, senior managers, and key decision‑makers across target organizations Conduct diagnostic sales conversations to understand client challenges and position tailored solutions that address specific business requirements Lead complex negotiations of commercial and contractual deals, managing sophisticated sales cycles with multiple stakeholders Collaborate with cross‑functional teams including Product Management, Marketing, Pre‑Sales Engineers, Account Management, and Customer Success to deliver exceptional client experiences Generate pipeline through proactive prospecting, networking, methodical outreach campaigns, and strategic marketing initiatives Maintain accurate pipeline management, forecasting, and sales activity tracking through CRM systems like Salesforce Stay current with industry trends, regulatory developments, and competitive landscape to identify new opportunities and inform strategic initiatives Provide market intelligence and client feedback to influence product development and commercial strategy Identify and develop revenue synergy and cross‑sell opportunities across the broader S&P Global portfolio Represent and promote S&P Global core values while serving as a trusted advisor to clients Compensation/Benefits Information: S&P Global states that the anticipated base salary range for this position is $60k to $185k. Final base salary for this role will be based on the individual's geographic location, as well as experience level, skill set, training, licenses and certifications. In addition to base compensation, this role is eligible for additional compensation such as a sales commission plan. This role is eligible to receive additional S&P Global benefits. For more information on the benefits we provide to our employees, please click here (******************************************* We are actively expanding our revenue team and have multiple openings across various experience levels. To ensure we match you with the most appropriate role for your background and career stage, please include your base salary expectations in your application. This information helps us align you with the correct position level that corresponds to your experience and qualifications. All candidates will be considered for roles that best match their expertise and compensation requirements. What We're Looking For: Basic Required Qualifications: Bachelor's or Master's degree in Business, Finance, Economics, or related discipline 3‑15+ years of proven sales experience with consistent track record of meeting or exceeding quotas Strong background in financial services, data solutions, risk management, or related technology sectors Experience selling complex solutions to Financial Institutions, Corporates, or Government organizations Demonstrated expertise in consultative sales methodologies and solution selling approaches Strong business acumen with understanding of credit risk, market risk, regulatory compliance, or analytics workflows Excellent communication, presentation, and negotiation skills with ability to engage senior‑level executives Proficiency with CRM systems (Salesforce preferred) and sales enablement tools Strong interpersonal skills with ability to build trust‑based relationships and collaborate across global teams Additional Preferred Qualifications: Experience selling credit analytics, risk management solutions, pricing & valuations, or economic intelligence products Knowledge of regulatory frameworks and compliance requirements in target markets Understanding of financial markets including fixed income, derivatives, equities, or alternative investments Proven ability to manage complex, multi‑stakeholder sales cycles exceeding $1M+ in value Experience with SaaS platforms, data feeds, desktop applications, or API‑based solutions Professional certifications such as CFA, MBA, or industry‑specific qualifications Multilingual capabilities and experience working in international markets Established network within Financial Institutions, Corporate risk management, or Government sectors Track record of mentoring junior sales team members and contributing to organizational growth Entrepreneurial mindset with demonstrated drive, initiative, and adaptability in fast‑paced environments About S&P Global Market Intelligence At S&P Global Market Intelligence, a division of S&P Global we understand the importance of accurate, deep and insightful information. Our team of experts delivers unrivaled insights and leading data and technology solutions, partnering with customers to expand their perspective, operate with confidence, and make decisions with conviction. For more information, visit ************************************ What's In It For You? Our Mission: Advancing Essential Intelligence. Our People: We're more than 35,000 strong worldwide-so we're able to understand nuances while having a broad perspective. Our team is driven by curiosity and a shared belief that Essential Intelligence can help build a more prosperous future for us all. From finding new ways to measure sustainability to analyzing energy transition across the supply chain to building workflow solutions that make it easy to tap into insight and apply it. We are changing the way people see things and empowering them to make an impact on the world we live in. We're committed to a more equitable future and to helping our customers find new, sustainable ways of doing business. Join us and help create the critical insights that truly make a difference. Our Values: Integrity, Discovery, Partnership Throughout our history, the world's leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. We start with a foundation of integrity in all we do, bring a spirit of discovery to our work, and collaborate in close partnership with each other and our customers to achieve shared goals. Benefits: We take care of you, so you can take care of business. We care about our people. That's why we provide everything you-and your career-need to thrive at S&P Global. Our benefits include: Health & Wellness: Health care coverage designed for the mind and body. Flexible Downtime: Generous time off helps keep you energized for your time on. Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills. Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company‑matched student loan contribution, and financial wellness programs. Family Friendly Perks: It's not just about you. S&P Global has perks for your partners and little ones, too, with some best‑in‑class benefits for families. Beyond the Basics: From retail discounts to referral incentive awards-small perks can make a big difference. For more information on benefits by country visit: ***************************************** Global Hiring and Opportunity at S&P Global: At S&P Global, we are committed to fostering a connected and engaged workplace where all individuals have access to opportunities based on their skills, experience, and contributions. Our hiring practices emphasize fairness, transparency, and merit, ensuring that we attract and retain top talent. By valuing different perspectives and promoting a culture of respect and collaboration, we drive innovation and power global markets. Recruitment Fraud Alert: If you receive an email from a spglobalind.com domain or any other regionally based domains, it is a scam and should be reported to ************************ . S&P Global never requires any candidate to pay money for job applications, interviews, offer letters, “pre‑employment training” or for equipment/delivery of equipment. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines, fraudulent domains, and how to report suspicious activity here (******************************************************************************************************************** Equal Opportunity Employer S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment. If you need an accommodation during the application process due to a disability, please send an email to: *************************** and your request will be forwarded to the appropriate person. US Candidates Only: The EEO is the Law Poster **************************************************************** describes discrimination protections under federal law. Pay Transparency Nondiscrimination Provision - ************************************************************ English_formattedESQA508c.pdf 40 - Sales (EEO-2 Job Categories-United States of America), SLSOUS402.2 - Middle Professional Tier II-Ou Sales (EEO Job Group) Job ID: 323725 Posted On: 2025-12-11 Location: New York, New York, United States #J-18808-Ljbffr
    $60k-185k yearly 4d ago
  • Senior Manager, Visa Crypto Solution Sales

    Visa Inc. 4.5company rating

    San Francisco, CA jobs

    Are you passionate about the future of stablecoin payments and driven by opportunities to scale new products and businesses? As the Senior Manager, Visa Crypto Sales & Solutions, you will be responsible for working with clients on their stablecoin strategy and helping to position and sell Visa crypto solutions across key client types such as banks, merchants, fintech, and enablers. This role requires a professional with product, ecosystem, and technical acumen who can interact effectively with clients to both drive and support sales opportunities. The crypto solutions sales team works closely with Visa's crypto product and strategy teams, account managers, risk, legal, and finance to execute sales opportunities. This Senior Manager will be an early team member and involved in shaping Visa's global and regional go-to-market strategies, seller trainings and tools, and providing ecosystem feedback to influence Visa's product roadmap. Responsibilities will include: Provide solutioning, problem solving and sales support with key clients, enablers, and other ecosystem partners - operating as a product and blockchain subject matter expert with clients and internal stakeholders Drive end-to-end deal flow from pre‑sales to pitch to negotiations to drive new activations and channel partnerships for Visa Crypto Solutions Support implementation projects and coordination between sales, product, and operation teams to help Visa clients launch Visa Crypto Solutions (post‑sales support) Help shape Go‑To‑Market strategy and execution for Visa Crypto solutions at a global level - with clients and working closely with regional counterparts on go‑to‑market and client activities Support broader training and tooling relative to Visa Crypto solutions intended to replicate the solutioning support model across Visa account and sales teams This is a hybrid position. Expectationofdays intheoffice will be confirmed by your Hiring Manager. Basic Qualifications: 8 or more years of relevant work experience with a Bachelor Degree or at least 5 years of experience with an Advanced Degree (e.g. Masters, MBA, JD, MD) or 2 years of work experience with a PhD Preferred Qualifications: 9 or more years of relevant work experience with a Bachelor Degree or 7 or more relevant years of experience with an Advanced Degree (e.g. Masters, MBA, JD, MD) or 3 or more years of experience with a PhD 6+ years of work experience with a Bachelor's Degree or 4+ with an Advanced Degree (e.g. Masters, MBA, JD, MD) Financial services, crypto, and/or payments industry experience required High product acumen and solutions mindset Proven record of implementing strategic initiatives, policies and operational decisions Ability to form new partnerships and find new sales opportunities in white space, demonstrating commercial creativity and instincts alongside negotiation skills Strategic thinking and thought leadership with subject matter expertise in stablecoins and blockchain technology Teamwork, interpersonal & relationship‑building skills, and ability to lead by influence and example Proven ability to partner, communicate and manage/navigate through multiple disciplines and organizational groups Experience “managing up”, building Executive Level communications and delivering presentations Ability to work within a complex and often ambiguous environment, and to influence senior management and other relevant parties Executive presence, Strong written and oral communication, including large-group presentations Previous experience in an operating role at a startup or high growth company preferred Work Hours: Varies upon the needs of the department. Travel Requirements: This position requires travel5-10% of the time. Mental/Physical Requirements: This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers. Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law. U.S. APPLICANTS ONLY: The estimated salary range for this position is 169,100.00 to 270,800.00 USD per year, which may include potential sales incentive payments (if applicable). Salary may vary depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position may be eligible for bonus and equity. Visa has a comprehensive benefits package for which this position may be eligible that includes Medical, Dental, Vision, 401 (k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program. #J-18808-Ljbffr
    $122k-164k yearly est. 4d ago
  • Account Executive- Executive Benefits

    NFP 4.3company rating

    New York, NY jobs

    Who We Are: Lenox Advisors brings together sophisticated solutions in wealth management and insurance services to high-net-worth individuals and their families. As a wholly owned subsidiary of NFP, an Aon company, we combine the culture of a boutique firm with the stability and backing of a large corporation to create an environment that's truly unique. Summary: The Account Executive plays a pivotal role in our Executive Benefits division, guiding clients through a seamless implementation experience while delivering best-in-class service. In this position, you'll be at the center of client relationships, collaborating with Account Management, insurance carriers, and Relationship Managers to ensure every enrollment is executed with precision. Success in this role requires strong executive presence, the ability to communicate confidently with senior leaders, and the professionalism to represent our firm at the highest level. If you thrive on building strong partnerships, solving complex challenges, and driving meaningful impact for corporate clients, this role puts you right where you can shine. This role can be remote; however, candidates within a commutable distance to New York City will be expected to follow a hybrid in office schedule. Job Accountabilities: Cultivate and strengthen relationships with corporate clients, serving as their primary point of contact throughout and after the enrollment process. Partner with insurance carriers across all phases of implementation to ensure timely, accurate, and high-quality deliverables. Identify opportunities to expand business with existing clients and actively supports new prospect efforts as needed. Work directly with corporate clients to gather data and information required to prepare for enrollments. Participate in Kick-Off and Progress meetings for assigned cases, ensuring alignment and smooth execution. Support all departmental processes involving CRM workflows, modeling best practices and collaborating with Operations Management as a department co-champion. Provide case support and responsive guidance to Relationship Managers and Client Service Associates. Build strong internal partnerships across Relationship Managers, Client Service Associates, and cross-functional teams. Represent Lenox professionally in all interactions with carrier and vendor partners, fostering collaborative and productive relationships. Collaborate with department leadership on strategic initiatives that drive growth and operational excellence. Contribute to special projects and offers recommendations to enhance workflows and overall efficiency. Education & Experience: BA/BS preferred. Strong executive presence with the ability to communicate confidently and effectively with senior leaders and corporate stakeholders. Typically 8+ years of industry and product-line experience. 4-5 years of health and welfare consulting experience recommended. What We Offer: We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $77,000.00 - $115,000.00. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. NFP and You... Better Together! NFP and Lenox Advisors is an inclusive Equal Employment Opportunity employer. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
    $77k-115k yearly 6d ago
  • Strategic Risk & Valuations Sales Executive

    S&P Global 4.3company rating

    San Francisco, CA jobs

    A leading global data and analytics provider in California is seeking a dynamic sales professional to drive growth and exceed sales quotas. This role involves developing strategies, nurturing client relationships with executives, and delivering tailored solutions to meet business needs. The ideal candidate has a strong background in financial services with proven consultative selling experience. Offering competitive base salary and commission, along with a range of employee benefits that support well-being and career growth. #J-18808-Ljbffr
    $63k-103k yearly est. 4d ago
  • Global Treasury Sales Executive

    Bank of America 4.7company rating

    Newport Beach, CA jobs

    A leading financial institution is seeking a highly-motivated treasury professional in Newport Beach, California. This role focuses on delivering integrated treasury solutions to clients, managing treasury revenue streams, and leading a team of Treasury Sales Analysts. The ideal candidate will have 6+ years of experience in treasury sales, excellent communication skills, and a strong understanding of banking. Competitive pay range: $127,500 to $230,000 annually, with comprehensive benefits. #J-18808-Ljbffr
    $69k-104k yearly est. 4d ago
  • Branch Growth Leader - Sales & Team Performance

    Citigroup Inc. 4.6company rating

    Washington, DC jobs

    A leading financial services company is seeking a Branch Manager in Washington, D.C. This role requires strong leadership to grow sales and manage a team effectively. The ideal candidate will have 5-8 years of relevant experience and proven management skills. You will be responsible for overseeing branch operations, ensuring compliance, and enhancing customer satisfaction. Competitive benefits and a salary range of $76,480 - $114,720 make this opportunity attractive. #J-18808-Ljbffr
    $76.5k-114.7k yearly 3d ago
  • CA-WA Community Mortgage Bank Sales CONSULTANT (SAFE) -Bilingual Spanish

    Wells Fargo 4.6company rating

    Pomona, CA jobs

    About this role: Wells Fargo is seeking a Community Mortgage Bank Sales Consultant (SAFE) in Consumer Lending as part of Home Lending. For additional information on this line of business, refer to the external Careers Site at *********************** In this role you will: Sit within assigned bank branches and originate mortgage loans. Collaborate with branch leadership, participate in branch huddles, mentor and coach employees to increase knowledge of mortgage products and processes. Perform miscellaneous duties as needed and required Conduct outbound calls to existing and prospective customers regarding mortgage loan products and complete associated tracking activities Interact with customers to understand their needs and provide them with high quality customer service; inform prospective and existing customers of Wells Fargo Home Mortgage programs; analyze and offer mortgage loan products based on the client's needs Process loan applications for mortgage transactions and review rates and terms within guidelines Maintain high standard of client satisfaction and quality by ensuring timely and proactive customer communication Continuously pursue Wells Fargo training offerings to increase knowledge of company products, policies and procedures, and underwriting requirements Adhere to policies, underwriting requirements, compliance requirements, and loan procedures. Collaborate with fulfillment partners to meet the needs of our clients throughout the origination process Stay informed of mortgage industry trends and developments in the assigned market and develop and maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: * 2+ years of sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, or education * Bilingual speaking and reading proficiency in Spanish/English Desired Qualifications: 2+ years of mortgage retail sales experience Expertise of general lending products and overall mortgage industry experience Experience with retail residential mortgage, purchase fundings over the past 12 months referred primarily from established, local or external sources Established relationships with diverse realtor organizations and affordable lending nonprofits in assigned market Experience with community loan products inclusive of specialized LMI mortgage solutions, lender paid assistance programs and 3rd party assistance programs FHA/VA & conventional loan experience is preferred Knowledge and understanding of sales prospecting and generating referrals Experience with educating clients on various mortgage purchase programs Experience developing and cultivating professional relationships Customer service experience Basic Microsoft Office skills Excellent verbal, written, and interpersonal communication skills Ability to provide leadership by coaching, training, and mentoring Job Expectations: Willingness to travel Must take and pass required Spanish language assessment Reliable transportation Ability to work nights, weekends, or holidays as needed or scheduled Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $0.00 - $0.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. Health benefits 401(k) Plan Paid time off Disability benefits Life insurance, critical illness insurance, and accident insurance Parental leave Critical caregiving leave Discounts and savings Commuter benefits Tuition reimbursement Scholarships for dependent children Adoption reimbursement Posting End Date: 3 Feb 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $59k-102k yearly est. 2d ago
  • Sales Manager- Patek Philippe

    KLR Executive Search Group LLC 4.2company rating

    Boston, MA jobs

    About Long's Jewelers For more than a century, Long's Jewelers has been New England's premier destination for fine jewelry, luxury watches, and exceptional client experiences. Family-owned and operated with seven locations across Massachusetts and New Hampshire, Long's is proud to partner with the world's most prestigious brands, including Patek Philippe and Rolex. With a reputation built on trust, integrity, and lasting relationships, Long's offers a truly unique opportunity to be part of a legacy brand. The Opportunity Long's Jewelers is seeking a Sales Manager to lead the flagship Patek Philippe boutique on Newbury Street in Boston. This is a rare opportunity to represent one of the world's most exclusive watchmakers, guiding clients through an experience that is as much about heritage and artistry as it is about ownership. The Sales Manager will be entrusted with fostering meaningful client relationships, mentoring a talented team, and serving as a key ambassador for both Long's and Patek Philippe. Key Responsibilities Represent Patek Philippe with professionalism, discretion, and integrity. Build lasting relationships with high-net-worth clients, offering an exceptional and personalized experience. Lead, coach, and inspire the boutique sales team, cultivating a collaborative and high-performance culture. Partner with leadership to drive strategy, elevate client experiences, and grow the boutique's impact. Serve as a trusted liaison with Patek Philippe leadership in the U.S. and Geneva, bringing insights and training back to the team. Qualifications 5+ years of experience in luxury watches or fine jewelry; high-complication expertise strongly preferred. A proven track record of building and sustaining long-term client relationships. Experience leading and developing high-performing sales teams in a luxury retail environment. Strong organizational, analytical, and communication skills. A passion for horology and an eagerness to represent one of the most respected names in the industry.
    $119k-177k yearly est. 3d ago
  • CA-WA Community Mortgage Bank Sales Consultant (SAFE) -Bilingual Spanish

    Wells Fargo 4.6company rating

    Los Angeles, CA jobs

    About this role: Wells Fargo is seeking a Community Mortgage Bank Sales Consultant (SAFE) in Consumer Lending as part of Home Lending. For additional information on this line of business, refer to the external Careers Site at *********************** In this role you will: * Sit within assigned bank branches and originate mortgage loans. Collaborate with branch leadership, participate in branch huddles, mentor and coach employees to increase knowledge of mortgage products and processes. Perform miscellaneous duties as needed and required * Conduct outbound calls to existing and prospective customers regarding mortgage loan products and complete associated tracking activities * Interact with customers to understand their needs and provide them with high quality customer service; inform prospective and existing customers of Wells Fargo Home Mortgage programs; analyze and offer mortgage loan products based on the client's needs * Process loan applications for mortgage transactions and review rates and terms within guidelines * Maintain high standard of client satisfaction and quality by ensuring timely and proactive customer communication * Continuously pursue Wells Fargo training offerings to increase knowledge of company products, policies and procedures, and underwriting requirements * Adhere to policies, underwriting requirements, compliance requirements, and loan procedures. Collaborate with fulfillment partners to meet the needs of our clients throughout the origination process * Stay informed of mortgage industry trends and developments in the assigned market and develop and maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace * This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: * 2+ years of sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, or education * Bilingual speaking and reading proficiency in Spanish/English Desired Qualifications: * 2+ years of mortgage retail sales experience * Expertise of general lending products and overall mortgage industry experience * Experience with retail residential mortgage, purchase fundings over the past 12 months referred primarily from established, local or external sources * Established relationships with diverse realtor organizations and affordable lending nonprofits in assigned market * Experience with community loan products inclusive of specialized LMI mortgage solutions, lender paid assistance programs and 3rd party assistance programs * FHA/VA & conventional loan experience is preferred * Knowledge and understanding of sales prospecting and generating referrals * Experience with educating clients on various mortgage purchase programs * Experience developing and cultivating professional relationships * Customer service experience * Basic Microsoft Office skills * Excellent verbal, written, and interpersonal communication skills * Ability to provide leadership by coaching, training, and mentoring Job Expectations: * Willingness to travel * Must take and pass required Spanish language assessment * Reliable transportation * Ability to work nights, weekends, or holidays as needed or scheduled * Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary * This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $0.00 - $0.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. Health benefits 401(k) Plan Paid time off Disability benefits Life insurance, critical illness insurance, and accident insurance Parental leave Critical caregiving leave Discounts and savings Commuter benefits Tuition reimbursement Scholarships for dependent children Adoption reimbursement Posting End Date: 1 Feb 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $59k-102k yearly est. 2d ago
  • CA-WA Community Mortgage Bank Sales Consultant (SAFE) -Bilingual Spanish

    Wells Fargo 4.6company rating

    Santa Ana, CA jobs

    Copied R-458039 5/15/2025 Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $0.00 - $0.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. Health benefits 401(k) Plan Paid time off Disability benefits Life insurance, critical illness insurance, and accident insurance Parental leave Critical caregiving leave Discounts and savings Commuter benefits Tuition reimbursement Scholarships for dependent children Adoption reimbursement Posting End Date: 3 Feb 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $59k-102k yearly est. 1d ago
  • Sales Specialist

    Equity Lifestyle Properties, Inc. 4.3company rating

    Willis, TX jobs

    What you'll do: This is not a 9-5, sit-behind-a-desk job. Instead, you will develop and execute creative sales and marketing plans designed to drive business to the community. Our sales team is highly collaborative and works together towards a common goal. The Sales Associate would work out of our The Reserve at Lake Conroe, located in Willis, TX. Your job will include: Selling, processing, and closing homes in accordance with company business plans. Showing homes and highlighting the features and benefits of the homes and the community. Approximately 85% of your time will be spent showing homes. Adhering to the company's selling philosophy when serving our customers while utilizing all selling and organizational tools provided to include accompanying them through model homes, undecorated models (which may be at various stages of construction), and/or available homesites. Providing timely and consistent follow-through with current customers from initial contact to after closing. Records must be maintained of all communication. Developing an in-depth knowledge of the competitive marketplace, including product, site, local community, sales, advertising, and demographics. Monitoring and recording daily customer traffic utilizing company designated tracking tools and sending “Thank You” notes to all potential customers along with continued follow up. Accomplishing required administrative tasks accurately, expertly, and in a timely manner, while handling priorities. Creating sales agreements which may include calculation of sales tax and monthly payment plans as well as running credit checks. Attending regular rally meetings to review sales and marketing strategies. Meeting with residents and buyers to list and sell homes and keeping a database of available homes for sale. Collaborating with the Community Manager, Regional Sales Manager and/or Regional Manager to develop the community sales and marketing plans. Participating in regional call campaigns and community events. As part of community outreach, building strong resident relations with ongoing communications and an all-encompassing attitude of courteous, respect, and customer service to self-generate sales. Experience & skills you need: Strong customer service and sales skills with a proven history of success. Strong interpersonal, written, and verbal communication skills when interacting with potential customers, sales leadership, and the operations team. Positive attitude, self-motivated, resourceful, professional, and capable of achieving goals. Ability to work in a fast paced and team-centered environment. Ability to work weekends on a regular basis. Strong math skills and the ability to calculate figures and amounts such as discounts, interest, and commissions. Ability to problem solve and be detail oriented. Understand and follow company established policies and procedures. Enjoy collaborating, being a team player with a strong work ethic, accepting constructive feedback, and following directions from a manager. Committed to self-development of sales, marketing, and technological advancements. Enjoy self-generating sales through outreach and marketing initiatives. Ability to use the Microsoft Office suite of products including Outlook and Excel. You have a valid driver's license and a clean driving record. This is required. Benefits:
    $58k-86k yearly est. 2d ago
  • CA-WA Community Mortgage Bank Sales Consultant (SAFE) Bilingual Spanish

    Wells Fargo 4.6company rating

    La Habra, CA jobs

    About this role: Wells Fargo is seeking a Community Mortgage Bank Sales Consultant (SAFE) in Consumer Lending as part of Home Lending. For additional information on this line of business, refer to the external Careers Site at *********************** In this role you will: Sit within assigned bank branches and originate mortgage loans. Collaborate with branch leadership, participate in branch huddles, mentor and coach employees to increase knowledge of mortgage products and processes. Perform miscellaneous duties as needed and required Conduct outbound calls to existing and prospective customers regarding mortgage loan products and complete associated tracking activities Interact with customers to understand their needs and provide them with high quality customer service; inform prospective and existing customers of Wells Fargo Home Mortgage programs; analyze and offer mortgage loan products based on the client's needs Process loan applications for mortgage transactions and review rates and terms within guidelines Maintain high standard of client satisfaction and quality by ensuring timely and proactive customer communication Continuously pursue Wells Fargo training offerings to increase knowledge of company products, policies and procedures, and underwriting requirements Adhere to policies, underwriting requirements, compliance requirements, and loan procedures. Collaborate with fulfillment partners to meet the needs of our clients throughout the origination process Stay informed of mortgage industry trends and developments in the assigned market and develop and maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: * 2+ years of sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, or education * Bilingual speaking and reading proficiency in Spanish/English Desired Qualifications: 2+ years of mortgage retail sales experience Expertise of general lending products and overall mortgage industry experience Experience with retail residential mortgage, purchase fundings over the past 12 months referred primarily from established, local or external sources Established relationships with diverse realtor organizations and affordable lending nonprofits in assigned market Experience with community loan products inclusive of specialized LMI mortgage solutions, lender paid assistance programs and 3rd party assistance programs FHA/VA & conventional loan experience is preferred Knowledge and understanding of sales prospecting and generating referrals Experience with educating clients on various mortgage purchase programs Experience developing and cultivating professional relationships Customer service experience Basic Microsoft Office skills Excellent verbal, written, and interpersonal communication skills Ability to provide leadership by coaching, training, and mentoring Job Expectations: Willingness to travel Must take and pass required Spanish language assessment Reliable transportation Ability to work nights, weekends, or holidays as needed or scheduled Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $0.00 - $0.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. Health benefits 401(k) Plan Paid time off Disability benefits Life insurance, critical illness insurance, and accident insurance Parental leave Critical caregiving leave Discounts and savings Commuter benefits Tuition reimbursement Scholarships for dependent children Adoption reimbursement Posting End Date: 3 Feb 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $59k-102k yearly est. 5d ago
  • Loan Sales Specialist

    Onemain Financial 3.9company rating

    Prattville, AL jobs

    At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly influence success. This role provides rewarding professional development and advancement opportunities in a dynamic and supportive environment. Loan Sales Specialists enjoy competitive compensation that recognizes both individual achievements and team success, all while growing their career. In the Role Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options Requirements: High School Diploma or GED Preferred: Sales, Collections or Customer Service experience Bilingual - Spanish Location: On site The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday.
    $41k-74k yearly est. Auto-Apply 3d ago
  • Loan Sales Specialist

    Onemain Financial 3.9company rating

    Andalusia, AL jobs

    At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly influence success. This role provides rewarding professional development and advancement opportunities in a dynamic and supportive environment. Loan Sales Specialists enjoy competitive compensation that recognizes both individual achievements and team success, all while growing their career. In the Role Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options Requirements: High School Diploma or GED Preferred: Sales, Collections or Customer Service experience Bilingual - Spanish Location: On site The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday. Who we Are A career with OneMain offers you the potential to earn an annual salary plus incentives. You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance. Other team member benefits include: Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances Up to 4% matching 401(k) Employee Stock Purchase Plan (10% share discount) Tuition reimbursement Paid time off (15 days' vacation per year, prorated based on start date) Paid sick leave as determined by state or local ordinance (prorated based on start date) 11 Paid holidays (4 floating holidays, prorated based on start date) Paid volunteer time (3 days per year, prorated based on start date) OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we've looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future. In our more than 1,300 community branches and across the U.S., team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets. We meet customers where they want to be -- in person, by phone and online. At every level, we're committed to an inclusive culture, career development and impacting the communities where we live and work. Getting people to a better place has made us a better company for over a century. There's never been a better time to shine with OneMain. Key Word Tags Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee
    $41k-75k yearly est. Auto-Apply 3d ago

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