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Online Resumes with "Retention Sales"
Sales Manager
Executive-level financial services leader, with a track record of success from product vision and development, to P&L management. Creator of effective solutions, combining comprehensive knowledge of investment advising, skills as a seasoned presenter, strong client and partner relationship building, generating significant improvements in sales and retention. Sales leadership and strategic relationship management experience ...
Ideal Companies: Cetera, LPL, Commonwealth, Raymond James, Edward Jones, Empower, Fidelity, Transamerica, Financial Engines, eMoney, Moneyguide Pro, Envestnet, Questis, Financial Finesse, Bank of America, John Hancock, JP Morgan, Morningstar, Vestwell, Human Interest
Tags for this Online Resume: Financial Advisor, 401(k), Retirement Plan, Plan Governance, ERISA, Fiduciary, Sales, Revenue, Financial Wellness, Advice, Managed Account, Asset Allocation, Administration
Insurance Underwriter - 4 Years of Experience - Near 30096
* Claims Processing * Escalated Management * Skip Tracing * Sales Growth * Underwriting Management * Customer Services & Satisfaction * Policy & Case Review * Bankruptcy / claims complaints Control * Insurance Management * Policyholders & Issues Resolution * Product Line Management * Financial Risk
Tags for this Online Resume: Services, LMS, Management, Insurance, Underwriting, Bankruptcy, Complaints, Equity, Financial, Installment Loans
