3 account executive ii jobs found

  The Opportunity Are you passionate about building strong client relationships and delivering exceptional service in the retirement plan industry? M3 is seeking a skilled Retirement Plan Manager II to support our M3 Financial team in servicing employer-sponsored retirement plans, including 401(k), 403(b), and 457(b) plans. As a Retirement Plan Manager II, you will utilize your retirement plan knowledge and professional communication skills to serve as a primary point of contact for clients, maintain and grow relationships, and ensure high levels of client satisfaction. You will work closely with Retirement Plan Consultants, the Managing Director, and other M3 Financial staff — including conducting educational meetings independently and participating in group sales presentations.   How You Will Make an Impact Serve as the primary point of contact for all service inquiries for new and existing clients, providing excellent customer service both in-house...

Position Title Branch Banking Client Consultant II   Location Menominee, MI 49858   Job Summary Branch Banking Client Consultant II 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: 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...

The Advanced Analytics Modeler translates raw data into actionable business information. This role, in the Advanced Analytics Department, applies economic, quantitative, and statistical skills in the development of pricing, underwriting, sales, and claims models to achieve profitable growth and make sound business decisions across all areas of Sentry Insurance. This position can be filled as an Advanced Analytics Modeler I or Advanced Analytics Modeler II based on the qualifications and experience of the selected candidate. This position will be located at our Office in Stevens Point, WI in a hybrid work model and is not a fully remote opportunity. For this position, Sentry does not offer employment to holders of F-1, J-1, and H-1 Visas. What You’ll Do Build comprehensive analytics solutions to improve business outcomes such as pricing accuracy, resource efficiencies, business workflows, and identification of trends and opportunities. Identify data...