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Listed below are the top 10 out of 21 listings that are in the same industry and location as the job you were looking for. To see more than 10 listings, click here to search similar jobs in Laredo, TX
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Laredo TX
financial advisors, brokers or proven performers from other careers looking to get into the financial services industry. As an Edward Jones Financial Advisor......
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Laredo TX
FINANCIAL SALES ADVISOR II Job ID: 2012-57319 Site Name: TX-LAREDO-MINES Category: RETAIL BANKING FLSA... two years of proactive sales experience for FSA (two......
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Laredo TX
sales skills thrive as Financial Advisors because... financial and investment needs, and utilize sales skills to effectively recommend suitable financial......
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Laredo TX
Financial Advisor - Job Summary The Thrivent Financial for Lutherans financial representative career is a... Sales focused (previous sales and/or financial......
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Laredo TX
sales techniques to exceed sales goals. Financial... Education Requirement: A Financial Advisor Trainee is required to complete the Certified Financial Planner......
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Laredo TX
sales techniques to exceed sales goals. Financial... 7 sales role preferred * Proven successful financial product sales experience preferred * Strong financial......
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Laredo TX
Financial Advisor - Allstate Personal Financial Rep. in Laredo, TX-000B0N Description Are you an... life insurance or financial services sales experience......
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Laredo TX
sales skills thrive as Financial Advisors because... financial and investment needs, and utilize sales skills to effectively recommend suitable financial......
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Laredo TX
financial advisors, brokers or proven performers from other careers looking to get into the financial services industry. As an Edward Jones Financial Advisor......
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Laredo TX
sales skills thrive as Financial Advisors because... financial and investment needs, and utilize sales skills to effectively recommend suitable financial......
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| Job Number: | 26832027 | | Company Name: | Confidential Company | | Job Location: | Laredo, TX US | | Job Category: | Accounting & Finance |
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Financial Sales Advisor
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| Financial Sales Advisor Location:Laredo, TX Date Posted: 08/18/2010 Description:MISSION:Market retail banking products and services to mass market customers in order to grow, retain and maximize profit for the bank. Offer banking solutions to customers after capturing the customer profile conversation on CMS. Utilize CMS for leads to maximize new and existing deposit relationships through cross-selling of all retail banking products. Deliver an exceptional customer service experience while responding to daily customer PONSIBILITIES:Responsible for new account openings, cross-selling of all bank products, and exceptional customer service. Achieve sales goals established by manager through direct selling and referral of deposit, loan and investment products and services. Maximize the sale of retail products to all customers not in a portfolio. Strengthen customer relationships through cross-selling and up-selling to maximize retention and income generation by contacting existing and prospective customers. Responsible for completing a consumer profile on new and existing customer in an effort to cross-sell and refer all bank related products and services to the appropriate banking personnel. Maintain daily records of products sold and other management reports as required. Responsible for all aspects of consumer direct and home equity related products, to include detailed benefit description, application acceptance and processing, as well as closing. Ensure all account and loan documentation meets consumer and business lending regulations, laws and policies. Demonstrate commitment and dedication by encouraging the support of the entire team toward the attainment of branch goals. Assist customers with all service inquiries. Requirements: Bachelors degree in Business, Finance or equivalent professional experience. Two years of proactive sales experience preferred. Health and Life insurance and prior investment sales experience preferred. Excellent oral and written skills. Must exhibit a very friendly and helpful attitude along with the ability to interact positively with customers and co-workers. Demonstrate ability to identify customer needs and implement an effective solution in a rapid growth environment. Must be able to meet deadlines and pressure to attain banking center sales while delivering an excellent customer experience. PC and calculator skills. Must have assertive communication skills along with a focus for sales. To apply for this position, Please send a resume and fully completedemployment applicationby one of the following methods: * E-mail to: (Send Microsoft Word or PDF attachments only) * Fax: Please include the following Requisition Number with your inquiry:MJR0005583 BBVA Compass is not seeking assistance or accepting unsolicited resumes from search firms for employment or contractor opportunities. Regardless of past practice, all resumes submitted by search firms to any employee at BBVA Compass via e-mail, the Internet, or directly to hiring managers at BBVA Compass in any form without valid written search agreement executed by the Director of Recruiting for that specific position will be deemed the sole property of BBVA Compass, and no fee will be paid in the event the candidate is hired by BBVA Compass as a result of the referral or through other means.
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