9 sales consultant jobs found in Cleveland

Position Title Branch Banking - Client Consultant II - Licensed   Location South Euclid, OH 44118   Job Summary Branch Banking Client Consultant II - Licensed provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients.   Job Responsibilities: Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively seek and deliver the right client introductions to the right team member(s) to achieve growth...

Position Title Branch Banking - Client Consultant I   Location South Euclid, OH 44118   Job Summary Branch Banking Client Consultant I is responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals. This role will process financial transactions in an accurate, efficient, and friendly manner while maintaining operational standards, and assist the team in meeting branch goals.   Job Responsibilities: Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively seek and deliver the right client introductions to the right team member(s) to achieve growth targets and execute successful sales initiative Client Experience: Provide positive client experience by assisting with account questions, problems...

Overview The Business Generation Consultant Lead (BGCL) plays a strategic role within the AmTrust sales organization by driving new business growth and optimizing submission follow-through. This position requires a highly motivated, relationship-driven sales professional with strong leadership capabilities, exceptional communication skills, and the ability to influence both internal stakeholders and external agents/brokers. The BGCL will serve as a subject matter expert in AmTrust product lines, sales processes, lead generation strategies, and agent engagement best practices. This role emphasizes proactive outreach and development of new business opportunities to meet and exceed performance goals. The BGCL maintains a strong understanding of AmTrust’s mission, vision, and values and ensures alignment to organizational standards. Responsibilities Sales Leadership & Business Development Lead the identification of...

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level. Job Summary : Responsible for performing and presenting data analysis for assigned accounts and complete special project deliverables in the Group Benefits Business Unit; conducts complex analysis and customized models on multi-national accounts across many lines of coverage and varying funding mechanisms. Supports sales growth and retention objectives. A Day in The Life : Manages large projects from inception and design through post-implementation assessment, working closely with internal departments and clients. Attends client meetings as lead data consultant; presents to key business leaders to explain analytical findings and financial recommendations; demonstrates strong client-facing skills and engenders client’s confidence in the data recommendations / findings. Provides...

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level. Job Summary : Responsible for performing and presenting data analysis for assigned accounts and complete special project deliverables in the Group Benefits Business Unit; conducts complex analysis and customized models on multi-national accounts across many lines of coverage and varying funding mechanisms. Supports sales growth and retention objectives. A Day in The Life : Manages large projects from inception and design through post-implementation assessment, working closely with internal departments and clients. Attends client meetings as lead data consultant; presents to key business leaders to explain analytical findings and financial recommendations; demonstrates strong client-facing skills and engenders client’s confidence in the data recommendations / findings. Provides...

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level. Job Summary : Responsible for performing and presenting data analysis for assigned accounts and complete special project deliverables in the Group Benefits Business Unit; conducts complex analysis and customized models on multi-national accounts across many lines of coverage and varying funding mechanisms. Supports sales growth and retention objectives. A Day in The Life : Manages large projects from inception and design through post-implementation assessment, working closely with internal departments and clients. Attends client meetings as lead data consultant; presents to key business leaders to explain analytical findings and financial recommendations; demonstrates strong client-facing skills and engenders client’s confidence in the data recommendations / findings. Provides...

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level. JOB PURPOSE Responsible to generate sales opportunities with new clients in a defined market; coordinates personal sales efforts with department team members and other internal staff.  Also collaborates with the team to cross-sell products and services; develops and implements a personal sales plan with direct accountability for annual production goals. ESSENTIAL DUTIES AND RESPONSIBILITIES Establishes a sales development plan to originate business with new clients; builds and maintains a book of business and incrementally grows the book at plan each year.  Capitalizes on opportunities to cross-sell multiple lines of coverage to existing clients; collaborates with department peers and service staff managing the company's various practices to maximize the sale of services...

Description This position is available to be filled at any Huntington Bank Corporate office location.  Job Summary Huntington National Bank (“HNB”) is seeking a Vice President level banker specialized in renewable energy tax credit sale-leaseback transactions. In-depth knowledge of the renewable energy finance market and extensive transaction experience in renewable energy project finance, strong structuring, pricing, negotiation, and documentation skills required. Ideal candidates should have over 7 years of experience in renewable energy project finance and strong skills in structuring and negotiation.   Objectives of the role The renewables energy tax credit team is part of Renewable Energy Finance team within the broader Project Finance and Infrastructure group.   Renewable Energy Finance leads the sourcing, structuring, negotiating, documenting, and closing of sale-leaseback. The Banker will...

The Senior Client Advocate provides strategic relationship management, taking advantage of our specialized industry experience and unparalleled market know how, to craft strategies for clients to quantify, mitigate, and transfer risk. If you are client-centric, interested in affiliating with an industry leader and committed to helping clients unlock their potential through effective risk management strategies, this may be the perfect opportunity for you! The Role The Senior Client Advocate is responsible for cultivating and maintaining client relationships that includes strategy development and execution at the insurance program level. The Senior Client Advocate is responsible for marshalling WTW resources to provide coordinated service that meet the client’s insurance and risk management needs.   The Senior Client Advocate must have the ability to focus on delivering exceptional customer service while working in a fast-paced environment with minimal supervision. Duties...