Customize financial plans for each client based on his or her professional/work circumstances, life ... Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite ...
Gather and assess each client's financial information to accurately determine factors including ... management * Seek, identify, and secure strong relationships with new clients by serving as their ...
Collect and organize each client's financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations * New York Life and its affiliates are ...
Gather and assess each client's financial information to accurately determine factors including ... Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite ...
Ensures continuous client product knowledge and training. * Manages sales sample order process ... Maintains an up to date profile folder of each customer; utilizes the CRM system weekly to report ...
Strong organizational and time management skills and detail oriented. * Must be energetic, motivated and dependable. * Strong ability to build and foster client relationships. * Excellent telephone ...
Our client is seeking a Commercial Sales Representative to join their team in the Long Island area ... Complete required Customer KPI expectations, CRM-Service Titian entries, reports and other ...
Manage audits and reviews. * Prepare individual and business tax returns. * Collaborate with senior ... With a legacy dating back to 1993, we pride ourselves on personalized client relationships and ...
... Client relationships, collecting payment, computer software, Microsoft Outlook. Background check ... design, installation and project management for security, electrical, and communication ...
Excellent communication and relationship-building skills. Detail-Oriented: Ability to accurately manage client records and policy information. Organizational Skills: Demonstrated ability to ...
... client campaigns in order to prioritize, manage, and execute enhancements, recommending ... M development and systems integrations and more. Our mission is to help companies realize, reach ...
... maintain client relationships Attention to detail and strong organizational skills Good problem ... superior risk management solutions and proactive personal service. We are dedicated to ...
... relationships * Individual and Corporate Donor Management including maintaining ongoing ... events and client needs. * Oversight of third-party fundraising events to ensure that events ...
This position will report to the Sales Engineering Manager for projects and will source new project ... You will build excellent client relationships and drive sales results. Use your sales and technical ...
... relationship-building both in/out of the office. * Client-Centric Focus. Collaborate directly with ... We offer flexible scheduling options to ensure you can manage your professional and personal life ...
Create customized financial plans for each client based on his or her life stage, professional ... Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite ...
... Ensure client bids are consistent, thorough, and well written. - Track and follow up on all ... Calls. - Utilize Salesforce CRM system. - Assist in developing annual budgeted sales
ASAP Sponsorship not available Outside Sales Rep (Tech Sales) Description Our client in the ... M experience required If you have trouble applying via the "Apply Now" button, please copy and ...
Ensure client bids are consistent, thorough, and well written. * Track and follow up on all ... Utilize Salesforce CRM system. * Assist in developing annual budgeted sales. * Support the Finance ...
... help manage growing client needs and help provide both new and existing clients with the best ... Ability to form and grow solid relationships with your client accounts * Must be a US citizen or ...
... client requirements, shifts, and available resources. * Coordinate with management to understand ... Maximum Security was founded in 2002 on the value of Relationships. We provide security jobs to ...
Closes sale and then develops client loyalty. * Enters new customer data and other sales data for current customers into computer database. * Updates CRM daily logging their contact with both their ...
Position Overview Responsible for expanding our commercial client base, promoting our range of ... Complete required Customer KPI expectations, CRM-Service Titian entries, reports and other ...
... construction management specialists and contractors, SJS is ready to step in at any phase of ... SJS places high value on building long-term relationships with its clients that go beyond the span ...