5 branch banking client consultant i jobs found

Under the direction of the Director of Sales, the Personal Lines Account Executive will be responsible for generating new business sales to drive organic growth and to provide a high-level of customer service in retaining and servicing Personal Lines Accounts.   This opportunity is for an individual that enjoys networking, has a high level of professionalism, and a passion for providing personalized service to their clients. Essential Duties & Responsibilities Prospect and qualify new personal lines accounts that meet agency standards. Generate new business appointments through networking, referrals, and other sources to attract and retain clients. Identify cross-sell opportunities across departments and expand lines of business on current accounts. Meet or exceed assigned annual new business revenue and retention goals. Proactively manage an assigned book of business using the Epic Agency Management System. Obtain information requested by company...

Guardian is seeking a  Lead Salesforce Engineer with strong expertise in Salesforce Financial Services Cloud (FSC), Apex, Triggers, LWC, Aura, Flow, JavaScript, REST APIs, Agentforce and event-driven integrations.   This role required hands-on requiring deep Salesforce development, enterprise integration, full lifecycle application development and ability to work with cross-functional teams and vendor partners to deliver end-to-end solutions.    You Will    Design, implement and deploy Salesforce solutions using Apex, Lightning Web Components (LWC), Flows, and Salesforce configuration tools Design and implement Salesforce data models and relationship structures, including Person Accounts, household relationships, financial accounts, financial holdings, and other relevant FSC capabilities. Develop and maintain integrations with enterprise applications using REST/SOAP APIs, platform events, event-driven architecture, and other appropriate integration patterns....

Under the direction of the Director of Sales, the Personal Lines Account Executive will be responsible for generating new business sales to drive organic growth and to provide a high-level of customer service in retaining and servicing Personal Lines Accounts.   This opportunity is for an individual that enjoys networking, has a high level of professionalism, and a passion for providing personalized service to their clients. Essential Duties & Responsibilities Prospect and qualify new personal lines accounts that meet agency standards. Generate new business appointments through networking, referrals, and other sources to attract and retain clients. Identify cross-sell opportunities across departments and expand lines of business on current accounts. Meet or exceed assigned annual new business revenue and retention goals. Proactively manage an assigned book of business using the Epic Agency Management System. Obtain information requested by company...

If you’re passionate about helping people protect what matters most to them at a Fortune 100 company with nearly $70 billion in annual sales, as well as innovating and simplifying processes and operations to provide the best customer value, then Nationwide’s Property and Casualty team could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. #LI-AS1 #LI-remote Job Description Summary Are you a problem solver who can analyze complex risk and find insurance solutions that balance customer needs with business goals? If you can take initiative, use both your analytical and creative abilities to make sound decisions and have a desire to help people solve real challenges, we want to know more about you! As a consultant, you'll be responsible for reviewing and analyzing numerous, highly complex...

Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own. We’re actively seeking a talented Sr. Implementation Associate II to join our Sales Enablement and Implementation team in Omaha, NE or Newport Beach, CA. As a Sr. Implementation Associate II, you'll move Pacific Life, and your career, forward by leading the successful implementation of complex Pension Risk Transfer (PRT) and Defined Contribution...