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Sales Consultant jobs at Lincoln Financial Group - 1646 jobs

  • Internal Wholesaler - Retirement

    Lincoln Financial Group 4.6company rating

    Sales consultant job at Lincoln Financial Group

    Alternate Locations: Radnor, PA (Pennsylvania) Work Arrangement: Hybrid : Employee will work 3 days a week in a Lincoln office The Role at a Glance As an Internal Wholesaler, you will build and maintain strong business relationships with key sales clients to meet or exceed established sales goals, quotas, targets or objectives for assigned area(s) of Internal Wholesale responsibility. In this position, you will initiate and/or follow up on more complex sales calls through inbound and outbound communications which result in an increase in sales revenue and market share within your assigned area of responsibility. What you'll be doing * Building and maintaining strong business relationships with key sales clients to meet or exceed established sales goals, quotas, targets or objectives. * Capturing and maintaining sales call data in appropriate systems and/or completes sales reports. * Collaborating with internal stakeholders to ensure the proper processing of all sold products from time of sale to issuance. * Collecting required complex information from the customers contacted or who contact you that is necessary to create sales proposals. * Developing and maintaining a strong understanding of LFG's products, services and operational structure to enhance ability to identify and target sales growth opportunities. * Developing and maintaining collaborative relationships with internal/external stakeholders to achieve sales objectives. * Developing business on behalf of the Lincoln Financial Group (LFG) in a manner that supports a positive company image, in compliance with all required rules and regulations and ethical in all considerations. * Entering collected information into appropriate systems that identifies which products may be offered to customers based upon more complex information provided. * Identifying and recommending to management process improvements that reduce workloads or improve quality. * Identifying, communicating and working with appropriate stakeholders to resolve any potential conflicts regarding Lincolns products/services. * Maintaining knowledge on current and emerging developments/trends for assigned area(s) of responsibility, assessing the impact, and collaborating with management to incorporate new trends and developments in current and future solutions. * May compile documents for forwarding to appropriate stakeholders for underwriting or processing. * Meeting or exceeding all department, and sales and/or activity goals for your assigned territory. * Partnering with key stakeholders to support the development of territory business plans designed to increase territory sales. * Planning and executing marketing solutions within assigned territory. * Receiving more complex internal leads and contacting potential customers or receiving contacts from customers generated by marketing activity. * Serving as a resource to internal/external stakeholders. * Carrying out duties in compliance with all state and federal regulations and guidelines, complying with all company and site policies and procedures. * Performing other duties as required. What we're looking for Must-haves: * 1 - 3+ Years of experience in financial services sales, marketing and/or relationship management that directly aligns with the specific responsibilities for this position * 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) * FINRA Series 6 license -Upon Hire * Resident State Life & Health -Upon Hire * Ability to perform under stress in cases of emergency, critical or hazardous situations. * Ability to work with others in a team environment; demonstrates strong interpersonal skills with a collaborative style. * Demonstrated ability to identify and recommend processes improvements. * Demonstrated ability to identify, develop and implement processes improvements. * Demonstrates excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail. * Demonstrates strong relationship management skills with internal clients (e.g. management, peers and colleagues) and external clients. * Demonstrates the ability to use sound judgment and discretion regarding confidential information. * Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook). * Successfully completes regulatory and job training requirements. Application Deadline What's it like to work here? At Lincoln Financial, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future. What's in it for you: * Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes * Leadership development and virtual training opportunities * PTO/parental leave * Competitive 401K and employee benefits * Free financial counseling, health coaching and employee assistance program * Tuition assistance program * Work arrangements that work for you * Effective productivity/technology tools and training The pay range for this position is $60,000 - $175,000 with anticipated pay for new hires between the minimum and midpoint of the range and could vary above and below the listed range as permitted by applicable law. Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln's total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln's standard benefits package. About The Company Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services. With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach. Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice. Lincoln is committed to creating an inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Follow us on Facebook, X, LinkedIn, Instagram, and YouTube. For the latest company news, visit our newsroom. Be Aware of Fraudulent Recruiting Activities If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters. Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview. Please contact Lincoln's fraud team at ******************** if you encounter a recruiter or see a job opportunity that seems suspicious. Additional Information This position may be subject to Lincoln's Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln's current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities. Any unsolicited resumes or candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial are considered property of Lincoln Financial and are not subject to payment of agency fees. Lincoln Financial ("Lincoln" or "the Company") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex, age, national origin or disability. Opportunities throughout Lincoln are available to employees and applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling ************. This Employer Participates in E-Verify. See the E-Verify notices. Este Empleador Participa en E-Verify. Ver el E-Verify avisos. Job Segment: Compliance, Social Media, Bank, Banking, Law, Legal, Marketing, Finance
    $39k-56k yearly est. 11d ago
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  • Solution Management Consultant - Life Insurance Sales Coach

    USAA 4.7company rating

    Colorado Springs, CO jobs

    Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity USAA is seeking a talented Solutions Management Consultants to join the Life Company Direct Distribution Team. As a Solutions Management Consultant, you will serve as the primary sales coach and on the job training coordinator for the Life Co. MSR distribution channels. Works with Product Owners, Process Owners, Experience Owners, and Compliance stakeholders to evaluate products, advice, and solutions to develop and deliver compliant sales strategies through training and sustainment activities designed to increase specialist effectiveness to meet member needs and business goals. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Applies advanced knowledge of retirement income solutions, life and health insurance products, long term care, investment products and related topics. Identifies opportunities to enhance product and service offerings to members and increase specialist product knowledge. Identifies and coordinates the life-cycle training needs of retirement income solutions, life and health insurance products, investment products and related topics as needed. Evaluates, develops and/or implements educational and training deliverables, such as seminars, white papers, PowerPoints, and coaching sessions, about available solutions to specialists. Analyzes business unit sales by product to monitor performance and develops and recommends strategies and best practices to meet goals. Conducts book of business or member analysis to assist specialists in identifying member needs and pipeline management Collaborates with specialists to evaluate and/or present solutions and related advice. Follows defined training routines, effectively reports activity, and manages follow up and sustainment. Develops and maintains written procedures and ensures they are current and compliant with applicable laws, rules, and regulations. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 10 years of experience without bachelor's degree) 6 years of experience with wholesaling, sales training, and coaching, or related financial services experience. Experience working with qualified and nonqualified retirement plans, all annuity types (including fixed, variable, and immediate) and individual retirement accounts. Advanced knowledge of life insurance products to include term, permanent, and health solutions. Knowledge of relevant industry technology applications, such as Salesforce, Conversant, CRM, MetricStream, NICE and other industry related applications. Demonstrated experience in developing communications and delivering key information effectively to stakeholders and all levels of management to influence decisions centered around sales and business optimization. Knowledgeable in the applications of Agile processes and procedures. Knowledgeable in the application of risk management framework and regulatory requirements for Life Co. What sets you apart: US military experience through military service or a military spouse/domestic partner Current / Active Life/Health license 3 or more years of Life Insurance Sales Coaching experience CFP (Certified Financial Planner), CLU (Chartered Life Underwriter), or RICP (Retirement Income Certified Professional) designations 10 or more years of experience with wholesaling, sales training, and coaching on financial service products. Previous leadership experience with strong feedback delivery skills Proven track record of coaching others and driving successful behaviors. Working experience with Life, Health and Annuity products and ability to articulate complex concepts. Experience building relationships and working in a matrixed environment. Strong facilitation skills and experience building presentations. Experience utilizing financial planning tools (i.e. Life or Retirement income calculations). Compensation range: The salary range for this position is: $103,450 - $197,730 USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA 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, or status as a protected veteran.
    $103.5k-197.7k yearly Auto-Apply 4d ago
  • Elite Wealth Advisor for UHNW & Private Clients

    CITI 4.6company rating

    San Francisco, CA jobs

    A leading financial services firm in San Francisco is seeking a Senior Wealth Advisor to provide comprehensive financial and investment advice. The role requires 5-8 years of financial advisory experience and strong communication skills. The successful candidate will build relationships with new clients and deepen existing client relationships. This position offers competitive compensation and comprehensive benefits, including medical, dental, and 401(k) plans. #J-18808-Ljbffr
    $128k-186k yearly est. 4d 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
  • Sales Specialist

    Equity Lifestyle Properties, Inc. 4.3company rating

    Apache Junction, AZ 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 role would be working out of our community, Dolce Vita, located in Apache Junction, AZ. 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 the 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 courtesy, 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 regularly. 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 company-established policies and procedures. Enjoy collaborating as a team player with a strong work ethic, accepting constructive feedback, and following directions from managers. 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.
    $47k-67k yearly est. 3d ago
  • Vehicle Sales Specialist

    Capital Group 4.4company rating

    Lakewood, CO jobs

    "I can be myself at work." You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness-and we're committed to fostering a strong sense of belonging in a respectful workplace. We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community. "I can influence my income." You want to feel recognized at work. Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide. You'll receive a competitive salary, bonuses and benefits. Your company-funded retirement contribution will factor in salary and variable pay, including bonuses. "I can lead a full life." You bring unique goals and interests to your job and your life. Whether you're raising a family, you're passionate about where you volunteer, or you want to explore different career paths, we'll give you the resources that can set you up for success. Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love Access on-demand professional development resources that allow you to hone existing skills and learn new ones "I can succeed as a Vehicle Sales Specialist at Capital Group." As a Vehicle Sales Specialist, you will be field-based and aligned with Capital Group's Divisional Sales teams, acting as a subject matter expert on Separately Managed Accounts and Exchange Traded Funds. The role will work closely with SMA & ETF Product Management, Asset Class Services leads, and the Equity and Fixed Income Investment Groups. As the field-based SMA/ETF-focused sales associate, this person will be responsible for delivering point of sale expertise in representing Capital Group/American Funds' SMA and ETF strategies to financial advisors. Territory: South Central "I am the person Capital Group is looking for." You will serve as a fieldbased subject matter expert on SMA and ETF solutions, supporting divisional sales teams and financial advisors. You will leverage deep SMA/ETF expertise to drive distribution strategy, product development, and growth across client segments and geographies. You will act as an SMA/ETF sales consultant to division leadership and the internal/external sales force, providing pointofsale support and guidance. You will prioritize territory coverage, plan travel, and focus on the highestopportunity zones to maximize advisor engagement. You will represent SMA/ETF capabilities at national, regional, and homeoffice meetings in partnership with sales and product management. You will develop and deliver ongoing SMA/ETF training programs for the sales force, including recurring sitebased investment and sales education. You will provide competitive intelligence, market insights, and written analysis on SMA/ETF trends while collaborating on both firmwide and territorylevel sales plans. You will embody Capital Group/American Funds' investment philosophy and demonstrate strong communication, analytical ability, initiative, integrity, and leadership. You hold all required FINRA licenses - SIE, 7 & 66 You are comfortable with up to 85% travel across territory You have 5-10 years of experience in the ETF/SMA space Capital Group is required by state specific laws to include the salary for this role when hiring a resident in applicable locations. The base salary for this role is $190-261K + applicable sales commissions and bonuses. Specific pricing for the role may vary within the above range based on many factors including, candidate experience, and skills. Roles may also be eligible for additional compensation and/or benefits. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. In addition, employees are eligible for standard benefits package including paid time off, medical, dental and retirement. "I can apply in less than 4 minutes." You've reviewed this job posting and you're ready to start the candidate journey with us. Apply now to move to the next step in our recruiting process. If this role isn't what you're looking for, check out our other opportunities and join our talent community. "I can learn more about Capital Group." At Capital Group, the success of the people who invest with us depends on the people in whom we invest. That's why we offer a culture, compensation and opportunities that empower our associates to build successful and prosperous careers. Through nine decades, our goal has been to improve people's lives through successful investing. We know that our history is a testament to the strength of the people we hire. More than 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day. Find us on LinkedIn, Instagram, YouTube and Glassdoor. In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital's annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings. You can learn more about our compensation and benefits here . * Temporary positions in the United States are excluded from the above mentioned compensation and benefit plans. We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.
    $190k-261k yearly 3d 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
  • 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
  • Service and Sales Specialist - Westminster

    First Bank 4.6company rating

    Westminster, CA jobs

    Banking Specialist II This position, Banking Specialist II, may be called by many other names: New Accounts Representative, Senior Teller, etc. At First Bank, we choose to call you a "specialist" because that is what you are! You have mastered the art of handling transactions at the teller window and are working to gain more training and skills to help clients with new accounts as well as other non-monetary transactions. What You Will Be Doing Providing excellent client service by accurately and expeditiously opening new accounts and other products for current clients and new clients to the Bank. Providing maintenance on accounts and products when requested and authorized by the client. For those quoting rates, terms and fees on all products and services and providing necessary disclosures as required (NMLS registration will be required). Expanding the use of alternative delivery systems by explaining the merits of other systems such as Online Banking System, Online Bill Pay, ATM network, Debit Card, and Client Contact Center. Identifying the need for borrowing and originating consumer loan applications. Assisting in the processing of loan applications and closing. Increasing sales and cross-sell opportunities by participating in sales events such as in-aisle sales (where applicable), internal/external events, out bound calls, and promotional activities. Supporting our Bank's culture and client-friendly environment by greeting clients with a courteous and friendly demeanor, including greeting clients by name when possible. Ensuring continued relationships with our clients by processing client transactions such as deposits, withdrawals, payments, check cashing, etc. courteously, accurately and as expeditiously as possible. Assuring Branch compliance by performing a variety of tasks, including but not limited to, the following: cash audits, alarm tests, loss prevention training, safe deposit delinquencies, ATM balancing, monthly and quarterly branch audits, regulation training, monthly security reports, balancing of travelers checks, official checks and money orders. Protecting the interests of the Bank and our clients by following all security, regulatory and audit procedures, including daily balancing of individual teller drawers, ATM and vault. Maintaining of proper dual control and appropriate holds. Accurately balancing assigned cash drawer on a daily basis. Immediately reporting out of balance conditions to branch management. Helping coach Banking Specialist I on products, services, policies and procedures. Contributing to the Bank's success by identifying sales opportunities and referring clients to the appropriate area. Works towards achievement of branch and individual sales and referral goals. Working to retain existing client relationships and obtain new ones by conducting calls on maturing accounts, following up on leads, referrals and other prospecting opportunities. Driving branch profitability and client satisfaction by getting to know clients and encouraging their consideration of other Bank products where they may benefit the client. (In-Store) Should cultivate relationship with retail store associates. Contributing to the Bank's efforts in reaching and surpassing its Community Reinvestment Act goals by participating in community service activities. High School Diploma or Equivalent Minimum of 12 months previous client service experience preferred Previous cash-handling experience required Previous banking experience strongly preferred NLMS registration preferred Developed customer service skills, including written and verbal communication Ability to use a PC and alpha/numeric keyboard Flexible work week schedule, which may include Saturdays
    $43k-58k yearly est. 2d ago
  • P1 Finance - Sales Executive

    Truliant Federal Credit Union 4.6company rating

    Winston-Salem, NC jobs

    Truliant's mission is to improve lives by putting our members first, providing great service and straightforward financial solutions. Our core values of Member Focus, Service, Guidance, Relationships, and Community define how we interact with members to fulfill our mission of improving lives and providing a foundation on which we conduct ourselves. Our Promise to Our Teammates: Truliant strives to provide all teammates with an enjoyable place to work where they feel valued, empowered and rewarded for all that they do. Purpose of the Job This Sales Executive is responsible for establishing strong business relationships with clients, identifying sales opportunities, developing sales strategies, delivering compelling presentations, negotiating contracts, and closing deals. The Sales Executive plays a critical role in expanding the customer base, achieving sales targets, and contributing to the overall success and profitability of the company. Essential Functions and Responsibilities Identifies and pursues new business opportunities from Agencies, Carriers, and General Agents. Develops and maintains a robust pipeline of potential clients through proactive prospecting and lead generation activities. Builds and nurtures relationships with key decision-makers and stakeholders in the insurance and lending industries. Presents and promotes our premium finance solutions to clients, understanding their specific needs and tailoring proposals accordingly. Collaborates closely with internal teams to ensure smooth onboarding and delivery of services to clients. Negotiates and closes sales agreements, meeting or exceeding sales targets and revenue objectives. Monitors market trends, competitor activities, and industry developments to identify new opportunities and maintain a competitive edge. Provides timely and accurate sales reports, forecasts, and updates to management. Other Duties and Responsibilities Assists with other tasks and projects as assigned. Knowledge, Skills, and Abilities (includes standard language that can be modified as needed) Must have excellent communication skills in English, both verbal and written Must have basic knowledge of Microsoft Office Must have ability to understand all business processes within the credit union Must be resourceful and well organized, with strong attention to detail Must have good reasoning abilities and sound judgment Must be able to work in a general office environment Must be flexible and able to shift resources and priorities as required Strong understanding of premium finance products, services, and the insurance industry. Must have exceptional communication and interpersonal skills, with the ability to build rapport and establish trust with clients. Must be highly motivated self-starter with a results-driven mindset and the ability to work independently. Must have excellent negotiation and closing skills, with the ability to effectively handle objections and drive larger deals to successful closure. Must have the ability to multitask and manage time effectively, prioritizing tasks and meeting deadlines. Must be proficient in using CRM software and other sales tools to track and manage leads and opportunities. Should become knowledgeable of P1 Finance's best practices, policies, and procedures while demonstrating a strong commitment to providing excellent service to Truliant's members. Physical Requirements (includes standard language; add travel requirements if needed) Occasional standing, walking, bending, and stooping required Must be able to sit at a desk for long periods of time and use a computer Must be able to moderately lift or move up to 5 pounds and occasionally lift or move up to 10 pounds Willing to travel as required for client meetings and industry events Education and Background Associate's or Bachelor's degree in Business Administration, Finance, Insurance or related field required A proven track record of achieving and exceeding sales targets in the finance industry, preferably in premium finance or related sectors preferred Location This is a work from home position but candidate must have the ability to make in person visits to agencies on a frequent basis. If you have a passion for member service and would like to invest in a meaningful career with opportunity for growth, we encourage you to apply to Truliant! As a member of the Truliant family, you will enjoy the following full time benefits: No-cost employee Medical, dental, vision coverage Prescription benefits (including mail order) Paid holidays and Paid Time Off (PTO) 401(k) plan with contribution matching Paid community involvement volunteers hours Paid group life Insurance Teammate loan discounts Tuition reimbursement Short and long-term disability Health & Wellness program Teledoc (physician video conferencing) Onsite fitness facilities or health club reimbursement Employee Assistance Program (EAP) Medical flexible spending account Dependent care flexible spending account
    $47k-58k yearly est. 3d ago
  • Treasury Management Sales Representative - Charlotte, NC

    First National Bank of Pennsylvania 4.5company rating

    Charlotte, NC jobs

    Primary Office Location:401 S Graham St. Charlotte, North Carolina. 28202.Join our team. Make a difference - for us and for your future. Treasury Management Sales Representative 1 Business Unit: Treasury Management Reports to: Treasury Management Sales Manager Position Overview: This position is primarily responsible for the sale of Treasury Management services to government and business entities generally for basic or standard services. The incumbent conducts sales activities involving in-person and over the phone solicitation, explaining product features and gaining commitment of client to buying service. The incumbent manages and supports existing clients and meets production and cross sales goals both externally and internally to the Treasury Management area. Primary Responsibilities: Sells standard and basic Treasury Management services to business and government entities. Conducts sales activities on new prospects and existing clients. Utilizes the Baker Hill system to record and track sales activities and provides monthly sales performance reporting to sales managers. Conducts product training and provides regular updates on Treasury Management services to other departments with support from the Director of Treasury Management and Treasury Management Product Specialists. Determines appropriate level of product pricing including interest rate margins. Gains concurrence of Treasury Management Sales Manager and then establishes pricing for client relationships. Manages Treasury Management relationships on standard client relationships. Works with other Treasury Management team members such as the Director of Treasury Management and Treasury Management Product Specialists to assist in supporting more complex relationships. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Level of Education Required to Perform the Primary Responsibilities of this Position: BA or BS Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position: 1 Skills Required to Perform the Primary Responsibilities of this Position: Excellent project management skills Excellent communication skills, both written and verbal Excellent customer service skills Excellent organizational, analytical and interpersonal skills Ability to use a personal computer and job-related software MS Word - Basic Level MS Excel - Intermediate Level MS PowerPoint - Basic Level Experience in treasury management or general banking Knowledge of commercial banking and treasury management Licensures/Certifications Required to Perform the Primary Responsibilities of this Position: N/A Physical Requirements or Work Conditions Beyond Traditional Office Work: Frequent driving (car, van, truck) Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
    $46k-55k yearly est. 2d ago
  • Venue Account Executive

    Donnelley Financial, LLC 4.8company rating

    Charlotte, NC jobs

    Join a dynamic team at the pulse of global markets, where we deliver innovative software and service solutions for essential financial reporting and capital markets transactions. At DFIN, we are a values-driven organization that empowers you to build a fulfilling career while bringing your authentic self to work every day.Our "Win as One" mentality ensures that our team's success is directly linked to Client, Shareholder and Employee Satisfaction. Recognized by Newsweek as one of AMERICA'S MOST LOVED WORKPLACES for three consecutive years and a Built In Best Places to Work for six years, we are committed to our employees' total wellbeing. Enjoy competitive compensation, a flexible workplace, comprehensive benefits, and opportunities for professional growth. Bring your passion and talents to DFIN - because being YOU thrives here. Summary: The Account Executive will grow Venue's customer base by prospecting directly among target accounts such as investment banks, private equity firms, law firms, accounting advisors and corporations. In this role you will develop and execute strategic territory plan to deliver maximum revenue potential and own the entire sales process from qualification to close. Responsibilities: Grow Venue's customer base by prospecting directly among target accounts such as investment banks, private equity firms, law firms, accounting advisors and corporations. Own the entire sales process from qualification to close. Develop and execute strategic territory plan to deliver maximum revenue potential. Establish a strong and consistent cadence of in-person meetings, organize networking events and attend conferences to improve brand and client exposure to the Venue product. Foster new relationships through outbound efforts and establish positive relationships with senior executives and decision-makers. Develop a discipline in how you plan and prioritize your time and focus to provide the highest yield from a large set of accounts. Collaborating/team-selling with financial print reps (GCMs) to leverage existing relationships and ensure that all appropriate Donnelley services are presented to target clients. Work closely and collaborate with Product, Marketing, Service Delivery, Business Development and both the Venue and GCM sales team to ensure client happiness by serving as the voice of the customer. Update Salesforce daily to track activity, client and product insights, account coverage and sales pipeline. Qualifications: Bachelor's degree or equivalent experience required3+ years of sales experience in B2B software/technology-enabled sales or 3-5 years of meaningful financial services industry experience. Track record of navigating within large and mid-market organizations. Ability to develop senior-level relationships quickly and effectively to build groundswell within a company. Strong written, verbal and formal presentation (online and group product demos) skills required. Ability to effectively present solutions and overcome client objections. Proven negotiation and closing skills with an ability to adjust approach in order to fit different buyer motivators. Success within fast transactional sales cycles of exceeding sales quotas. Savvy with social selling techniques and channels such as LinkedIn. Ability to use insights and data-driven decisions in the sales process. Familiarity and knowledge of M&A, IPOs, Corporate Governance & Corporate Finance. It is the policy of Donnelley Financial Solutions to select, place, and manage all its employees without discrimination based on race, color, national origin, gender, age, religion, actual or perceived disability, veteran status, actual or perceived sexual orientation, genetic information or any other protected status. If you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable accommodation if you are unable or limited in your ability to use or accessjobs.dfinsolutions.com as a result of your disability. You can request a reasonable accommodation by sending an email to . At DFIN, protecting your identity is a top priority. Please be aware of scammers impersonating DFIN recruiters. DFIN recruiters will never request personal information via email or text. You will only receive a text from us if you've already been in contact. All automated messages will come from. If you ever have doubts about the legitimacy of any communication from us, please do not hesitate to reach out for verification via t (this email is for general TA questions and is not used for updates on your application status).#BI-Remote
    $68k-105k yearly est. 2d ago
  • Sales Executive - INSA

    First National Bank of Pennsylvania 3.7company rating

    Pittsburgh, PA jobs

    Primary Office Location:626 Washington Place. Pittsburgh, Pennsylvania. 15219.Join our team. Make a difference - for us and for your future.nPosition Title: Sales Executive - INSA Business Unit: INSA Reports To: Varies Based on Assignment This position is primarily responsible for selling new business and renewing accounts in keeping with agency and individual goals. The incumbent conducts and reports sales activities to build a pipeline of prospects, generates sales prospects from various sources and carries the agency's reputation and professional manner of conducting business into dealings with clients, agency personnel and companies represented. The incumbent works collaboratively with Bank partners in relationship building and in identifying financial service solutions for all customers. Primary Responsibilities: Meets or exceeds established annual sales production goals via generation of new accounts to the agency as well as cross selling within the existing book of business. (New Business Sales) Partners with Customer Service Representatives to renew existing business to meet or exceed established retention goals. (Retention) Participates in seminars and classes for skill and knowledge development and meets continuing education requirements. Maintains a current level of functional working knowledge on processes and coverage changes. Keeps abreast of selling trends and techniques and uses agency selling aids to help maintain a competitive status for the agency within the industry. (Self Development) Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Education: BA or BS Minimum Years Experience: 3 Special Skills: Excellent project management skills Excellent communication skills, both written and verbal Excellent organizational, analytical and interpersonal skills Excellent customer service skills Ability to use a personal computer and job-related software MS Word - Basic Level MS Excel - Intermediate Level MS PowerPoint - Basic Level Experience with ITI, TAM and office systems preferred. Special Licenses and Certificates: Applicable industry insurance licenses. Physical Requirements: N/A Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
    $61k-99k yearly est. 2d ago
  • Account Executive - RBC

    Renasant Bank 4.3company rating

    Houston, TX jobs

    Job ID 2025-14513 The primary responsibilities of this position are to ensure the performance of an assigned group of asset based lending ("ABL") loans are sound and that Republic Business Credit's ("RBC") management of loans is following credit policy, operating conditions, and approval conditions as set out in the Client Credit Committee Approval ("CCCA") document (or as amended by subsequent client reviews and amendments) - collectively "Credit Standards". To provide an effective and service-orientated interaction with ABL borrowers. To identify and deal with escalated risk issues within the assigned group of ABL loans and bring issues to the Portfolio Manager's attention as required by Credit Standards. Employer: Republic Business Credit, a subsidiary of Renasant Bank This position serves Republic Business Credit which is a subsidiary of Renasant Bank. REPUBLIC BUSINESS CREDIT AND RENASANT BANK ARE EQUAL OPPORTUNITY EMPLOYERS Responsibilities To oversee the management of the assigned group of ABL loans in line with Credit Standards: Ensure all policy exceptions are reviewed and approved in line with Credit Standards including the approval of the Credit Committee as appropriate Identify risk issues through various means of monitoring and analysis, to include but not be limited to collateral performance analysis, financial statement analysis, bank statement reviews, legal documentation reviews, field examination report reviews, and appraisal report reviews Address risk issues as per authorities in the Credit Standards, bringing them to the immediate attention of the Portfolio Manager (and / or senior management as required) if prompt action is required or raising them as a review matter in the regular Portfolio review meetings Ensure all operating and/or funding conditions are complied with for new and existing clients. Liaise with and support the Portfolio Manager for ongoing compliance matters Liaise with field examiners, appraisers, attorneys, and other third parties as required to ensure thorough and accurate work products as well as prudent decision making Ensure any client accommodation is documented and executed within the terms of the Credit Standards and is prudent. The Account Executive will recommend support for or lack thereof for client over-advances and credit amendments in respect of the performance of the client and the client's collateral Review verification levels of the assigned group of ABL loans and ensure they are in line with Credit Standards, providing guidance for direct targeting of verification activity as necessary to achieve desired levels Review of borrowing bases ("BBC's") in line with specific client requirements, and in line with Credit Standards Ensure the appropriate scheduling of appraisals and field examinations and their timely review Perform thorough client reviews on time, as scheduled, and as required by Credit Standards, raising areas of concern and providing recommendations for action Travel by car and/or plane to visit other RBC office locations and clients Present in monthly meetings the status of the assigned group of ABL loans to the Portfolio Manager and COO identifying any material client issues and recommend operational strategy in response thereto Perform other related duties as needed to support the business as required Work in the office as scheduled or otherwise required by the Portfolio Manager or COO, which is expected to be a minimum of three days a week, Tuesday through Thursday, and as business needs arise Qualifications Bachelor's degree or equivalent work experience 2 to 5 years of ABL experience Thorough understanding of relevant ratios and their calculations Strong communication skills Strong organizational skills Ability to handle clients in a robust but professional manner Ability to meet deadlines, manage expectations, and handle multiple priorities simultaneously Ability to work with a computer and browser-based platforms as well as various software including but not limited to Word, Excel, Google Sheets, Adobe, Zoom, and Teams Strong Microsoft Excel skills Effective interpersonal skills with strong oral and written skills Strong Problem-solving skills and ability to recommend appropriate solutions Ability and willingness to travel bay various means as required to fulfill the duties of the role Physical Demands The physical demands described are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to stand or sit; kneel, stoop, or squat; use hands or fingers to handle or feel objects, tools or controls; reach with hands and arms, and talk or hear. The employee is occasionally required to walk. The employee must occasionally lift and /or move up to 25 pounds. Specific vision abilities required by this job include close vision, peripheral vision, depth perception and the ability to focus. Work Environment The Bank's professional working environment requires employees to communicate effectively, both verbally and in writing. Employees must demonstrate strong interpersonal skills when working closely with internal business partners and external clients. Employees may be exposed to confidential and propriety information within the working environment, therefore, must uphold confidentiality at all times. Due to the possibility of being exposed to high risk situations (i.e. robbery), detailed instructions and procedures are required to be followed at all times to safeguard the Bank's employees, customers, and assets. The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. The principal duties and responsibilities enumerated are all essential job functions except for those that begin with the word "May". This is intended to describe the normal level of work required by the person performing the work. The principle duties outlined are the essential responsibilities and duties. Other duties may be assigned as needs arise. Job requirements and/or processes may be modified to reasonably accommodate persons with a disability as required by law. This description is not intended as a contract and is subject to change. Any written contractual agreements supersede this job description.
    $53k-86k yearly est. 2d ago
  • Account Executive of Employee Benefits

    First National Bank of Pennsylvania 4.5company rating

    Pittsburgh, PA jobs

    Primary Office Location:626 Washington Place. Pittsburgh, Pennsylvania. 15219.Join our team. Make a difference - for us and for your future. Employee Benefits Account Executive Business Unit: INSA Reports to: Director of Employee Benefits Position Overview: This position manages acomplex book of employee benefits business and acts as the primary service contact. The account executive offers a strategic and consultative approach to employee benefits account management. Primary Responsibilities: Manages a complex book of business with varying funding mechanisms, advanced contract features and structures, requiring experience and technical knowledge. Primary contact between clients and carriers with goals of client retention and growth. Regularly communicates with clients and carrier partners (at least quarterly). Drives renewal process and can lead client meetings regarding renewals and utilization review. Introduces new products and promotes them through regular visits and frequent communication with intermediaries. Increases profitability of existing product lines by encouraging clients to use added value services wherever possible. Ensures credibility with clients by maintaining detailed knowledge of current market conditions and competitors' products and acts as technical expert. Supports open enrollment process, including preparation, communications and scheduling (if applicable). Maintains documentation in accordance with HIPAA and company procedures, including keeping agency management system updated in a timely manner. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Level of Education Required to Perform the Primary Responsibilities of this Position: BA or BS Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position: 3 Skills Required to Perform the Primary Responsibilities of this Position: Excellent project management skills Excellent communication skills, both written and verbal Excellent organizational, analytical and interpersonal skills Excellent customer service skills Ability to use a personal computer and job-related software MS Word - Basic Level MS Excel - Intermediate Level MS PowerPoint - Basic Level Licensures/Certifications Required to Perform the Primary Responsibilities of this Position: Life, Accident and Health License required. Professional insurance designation preferred. Physical Requirements or Work Conditions Beyond Traditional Office Work: N/A Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
    $51k-60k yearly est. 2d ago
  • Sales Executive - INSA

    First National Bank of Pennsylvania 4.5company rating

    Raleigh, NC jobs

    Primary Office Location:501 Fayetteville Street. Raleigh, North Carolina. 27601.Join our team. Make a difference - for us and for your future.nPosition Title: Sales Executive - INSA Business Unit: INSA Reports To: Varies Based on Assignment This position is primarily responsible for selling new business and renewing accounts in keeping with agency and individual goals. The incumbent conducts and reports sales activities to build a pipeline of prospects, generates sales prospects from various sources and carries the agency's reputation and professional manner of conducting business into dealings with clients, agency personnel and companies represented. The incumbent works collaboratively with Bank partners in relationship building and in identifying financial service solutions for all customers. Primary Responsibilities: Meets or exceeds established annual sales production goals via generation of new accounts to the agency as well as cross selling within the existing book of business. (New Business Sales) Partners with Customer Service Representatives to renew existing business to meet or exceed established retention goals. (Retention) Participates in seminars and classes for skill and knowledge development and meets continuing education requirements. Maintains a current level of functional working knowledge on processes and coverage changes. Keeps abreast of selling trends and techniques and uses agency selling aids to help maintain a competitive status for the agency within the industry. (Self Development) Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Education: BA or BS Minimum Years Experience: 3 Special Skills: Excellent project management skills Excellent communication skills, both written and verbal Excellent organizational, analytical and interpersonal skills Excellent customer service skills Ability to use a personal computer and job-related software MS Word - Basic Level MS Excel - Intermediate Level MS PowerPoint - Basic Level Experience with ITI, TAM and office systems preferred. Special Licenses and Certificates: Applicable industry insurance licenses. Physical Requirements: N/A Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
    $52k-61k yearly est. 2d ago
  • Loan Sales Specialist

    Onemain Financial 3.9company rating

    Roseville, CA 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. Target base salary range is $19-$22.50, which is based on various factors including skills and work experience. In addition to base salary, this role is eligible for a competitive additional compensation program that is based on individual and company performance. 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, plus 2 personal days, prorated based on start date) Paid sick leave as determined by state or local ordinance, prorated based on start date Paid holidays (7 days per year, 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
    $19-22.5 hourly Auto-Apply 3d ago
  • Loan Sales Specialist

    Onemain Financial 3.9company rating

    San Jose, CA 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. Target base salary range is $23.00-$25.00, which is based on various factors including skills and work experience. In addition to base salary, this role is eligible for a competitive additional compensation program that is based on individual and company performance. 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, plus 2 personal days, prorated based on start date) Paid sick leave as determined by state or local ordinance, prorated based on start date Paid holidays (7 days per year, 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
    $23-25 hourly Auto-Apply 3d ago
  • Loan Sales Specialist - Bilingual

    Onemain Financial 3.9company rating

    Moreno Valley, CA 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 Bilingual - Spanish Preferred: Sales, Collections or Customer Service experience 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. Target base salary range is $19-$22.50, which is based on various factors including skills and work experience. In addition to base salary, this role is eligible for a competitive additional compensation program that is based on individual and company performance. 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
    $19-22.5 hourly Auto-Apply 3d ago
  • Loan Sales Specialist

    Onemain Financial 3.9company rating

    Burbank, CA 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. Target base salary range is $19-$22.50, which is based on various factors including skills and work experience. In addition to base salary, this role is eligible for a competitive additional compensation program that is based on individual and company performance. 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.
    $19-22.5 hourly Auto-Apply 5d ago

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