5 producer 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 Software Engineer III work intensely with the data work stream through all phases of an engagement, including conceptual design, detailed design, implementation, testing and production deployment.  Responsibilities entail defining, assembling and presenting all technical data deliverables and work products. This Position must be comfortable leading internal meetings, presenting and defending analysis findings to key stakeholders, and participating on client cal   Software Engineer III are responsible for contributing to the technical design, implementation and testing of the complete enterprise solution.  They must possess skills in design and implementation, master data management, operational data store design (logical and physical models), dimensional design, implementation, stored procedures implementation, and database administration. A passion for making processes faster and more efficient through the use of the latest technology is also...

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 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...