2 sales account manager jobs found

Financial Advisor Our client is seeking a dedicated and knowledgeable Financial Advisor to join their team. In this role, you will provide expert financial guidance to clients to help them achieve their financial goals through strategic planning and investment management. You will leverage your expertise in financial analysis, portfolio management, and customer relationship management to build strong client relationships while meeting their financial needs.Essential Duties and Responsibilities:• Conduct comprehensive financial assessments to understand clients' current financial status and future goals.• Develop personalized financial plans aligned with clients' objectives, including investment strategies and retirement planning.• Manage client portfolios by analyzing market trends and making informed investment decisions.• Provide ongoing support and advice regarding cash management, account performance, and market conditions.• Utilize financial software to track client accounts...

About Reserv Reserv is an insurtech creating and incubating cutting-edge AI and automation technology to bring efficiency and simplicity to claims. Founded by insurtech veterans with deep experience in SaaS and digital claims, Reserv is venture-backed by Bain Capital and Altai Ventures and began operations in May 2022. We are focused on automating highly manual tasks to tackle long-standing problems in claims and set a new standard for TPAs, insurance technology providers, and adjusters alike. We have ambitious (but attainable!) goals and need people who can work in an evolving environment. If building a leading TPA and the prospect of tackling the long-standing challenges of the claims role sounds exciting, we can't wait to meet you. About the role We are seeking an experienced Accountant to join our growing team and take ownership of our financial operations across the U.S. and UK. This is a hands-on role ideal for someone who is eager...