11 financial planner jobs found

Element Chandler Fashion Center - Area Sales Coordinator Assist Director of Sales, Sales Managers, and Catering Manager in obtaining customer satisfaction by performing clerical and administrative duties relating to guest and hotel communications through the sales team as well as light selling duties to small groups and functions for multiple hotels. The incumbent may also perform light selling duties to small groups and functions, as directed by the Director of Sales. QUALIFICATIONS: High School diploma or equivalent is required with College course work in related field preferred. Experience in a hotel or a related field is also preferred. Ability to type 55 wpm Proficient with Microsoft operating Systems, OnQ and Sales Pro Enterprise Must be able to convey information and ideas clearly. Must be able to evaluate and select among alternative courses of action quickly and accurately. Must work well in stressful, high pressure situations. Must maintain...

Overview:   The National Sales Manager (On Site) role is responsible for generating group business from a national market. The primary objective is to maximize revenue generation and market penetration from within the assigned market.  This includes, but is not limited to the nurturing of existing good accounts and feeder markets, developing known high potential markets and the identification of emerging sources of business. This position serves as a Terranea Resort product expert to the group meetings industry and is also responsible for serving as a positive and knowledgeable advocate of the entire Coral Tree Hospitality portfolio. The position requires a thorough understanding of direct sales, account management, and the distribution channels related to group room sales. Responsibilities: Apply proactive and strategic sales approach to business solicitation including but not limited to;  phone solicitation, customer appointments, sales missions/blitzes, tradeshow...

Overview: CoolSys solves the most complex challenges in refrigeration, air conditioning, heating, engineering, and energy management. With over 3,700 associates nationwide, we deliver tailored solutions to help businesses cut costs, improve equipment performance, and reduce emissions.   Our services include HVAC and refrigeration equipment sourcing, installation, repair, maintenance, monitoring, and optimization. We also offer engineering design, energy resilience and consumption optimization, asset recycling, and seamless multi-site rollouts across states.   Based in Southern California since 2007, CoolSys serves over 45,000 customer locations in industries like retail, food service, commercial, data centers, industrial, and pharmaceuticals.   No wonder Newsweek named CoolSys one of America’s Greatest Workplaces!   We understand that hiring great people is the foundation of everything we do. Our employee benefits packages include:...

Automotive Finance Manager - Bentley Maserati Jacksonville!! Drive Your Career to New Heights with Luxury Brands! Bentley - Maserati Jacksonville, part of the elite Murgado Automotive Group, is seeking a motivated and detail-oriented Automotive Finance Manager to join our successful team. If you have a passion for vehicles and helping customers secure financing solutions, this is your chance to elevate your career in the automotive finance industry! Key Responsibilities: Work closely with the sales team and customers to secure financing options that best fit their needs. Present extended warranties, insurance products, and other financial services to customers. Structure deals to ensure proper financial performance and compliance with all regulations. Partner with various lenders to ensure a smooth and transparent financing process. Achieve and exceed monthly finance and insurance sales goals. Maintain high customer satisfaction by delivering exceptional service and...

Automotive Finance Manager - Bentley Maserati Jacksonville! Drive Your Career to New Heights with Luxury Brands! Bentley - Maserati Jacksonville, part of the elite Murgado Automotive Group, is seeking a motivated and detail-oriented Automotive Finance Manager to join our successful team. If you have a passion for vehicles and helping customers secure financing solutions, this is your chance to elevate your career in the automotive finance industry! Key Responsibilities: Work closely with the sales team and customers to secure financing options that best fit their needs. Present extended warranties, insurance products, and other financial services to customers. Structure deals to ensure proper financial performance and compliance with all regulations. Partner with various lenders to ensure a smooth and transparent financing process. Achieve and exceed monthly finance and insurance sales goals. Maintain high customer satisfaction by delivering exceptional service and...

What You'll Do: This role is responsible for sales activities for Principal Retail Annuities and Income Solutions. You'll impact sales by partnering with financial advisors sharing sales ideas, answering product questions, identifying new sales opportunities, and managing assigned daily activities of their territory.   Here are a few examples of the types of things you'll do: Develop and execute sales plans, activity reports and rotation schedules.  Works closely with Internal Wholesaler within assigned territory for collective success. Presentations to large groups(banker/advisor training programs) and one on one in a face to face and a virtual setting, ability to provide case design consultation and timely follow-ups.  *Heavy incentive component in addition to salary listed.   We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a...

What You'll Do: Come join our Annuities team as an Internal Wholesaler! This role partner's closely with your Regional Vice President to increase annuity sales. You'll be the subject matter expert on annuities to help registered representatives in a meaningful way to impact business.   Activities will include but not limited to: Actively contacting agents and other target audiences to educate on our annuity products Assist in developing annuity sales ideas and competitive products Providing marketing support to better provide awareness of our products Be the go-to for agents to help address problems on cases as they arise Serve on committees to work on special projects in sales or other related areas We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years!   Apply today! Who You Are:...

What You'll Do: We’re looking for a Senior Trader to join our Americas Equities team. In this role, you will partner with portfolio management teams around the efficient execution of common stock securities and derivatives transactions. Partner closely with analysts and portfolio managers to complete appropriate trades within portfolio parameters set by portfolio managers Stay abreast of general economic and financial market trends. Monitor market conditions, liquidity opportunities, pertinent news for firm’s holdings and proactively establish an ongoing dialog with portfolio managers and firm's investment staff Maximize exposure to favorable liquidity. Minimize adverse impact from order footprint. Mitigate exposure to predatory participants. Maintain anonymity in the marketplace Proactively develop, foster, and maintain professional and positive relationships with industry partners, including brokers, vendors, regulators, and industry peers to facilitate innovative...

What You'll Do: Are you a creative problem solver with a passion for marketing and business growth? We are currently seeking a self-motivated and detailed oriented Marketing Consultant to join our team. In this role, you will have the opportunity to make an impact on our business and help drive our growth plans forward. You’ll be responsible for developing and executing marketing campaigns and creative tactics to attract new clients and expand our market presence. You will work closely with our sales leaders and financial professionals to help them identify and pursue new business opportunities, using your exceptional communication and interpersonal skills to build strong relationships.   In this role you will be responsible for:   Promoting and implementing marketing programs and tools with all financial advisors in the region. You will work closely with sales managers and financial advisors to effectively penetrate target segments in order to help grow their...

What You'll Do: Are you a creative problem solver with a passion for marketing and business growth? We are currently seeking a self-motivated and detailed oriented Marketing Consultant to join our team. In this role, you will have the opportunity to make an impact on our business and help drive our growth plans forward. You’ll be responsible for developing and executing marketing campaigns and creative tactics to attract new clients and expand our market presence. You will work closely with our sales leaders and financial professionals to help them identify and pursue new business opportunities, using your exceptional communication and interpersonal skills to build strong relationships.   In this role you will be responsible for:   Promoting and implementing marketing programs and tools with all financial advisors in the region. You will work closely with sales managers and financial advisors to effectively penetrate target segments in order to help grow their...

What You'll Do: Are you a creative problem solver with a passion for marketing and business growth? We are currently seeking a self-motivated and detailed oriented Marketing Consultant to join our team. In this role, you will have the opportunity to make an impact on our business and help drive our growth plans forward. You’ll be responsible for developing and executing marketing campaigns and creative tactics to attract new clients and expand our market presence. You will work closely with our sales leaders and financial professionals to help them identify and pursue new business opportunities, using your exceptional communication and interpersonal skills to build strong relationships.   In this role you will be responsible for:   Promoting and implementing marketing programs and tools with all financial advisors in the region. You will work closely with sales managers and financial advisors to effectively penetrate target segments in order to help grow their...