Sentences with phrase «financial sales representatives»

I made the mistake of blindly trusting my bank financial sales representative and then my «financial advisor» when they recommended me certain funds.

Crafting a Financial Sales Representative resume that catches the attention of hiring managers is paramount to getting the job, and LiveCareer is here to help you stand out from the competition.

There are plenty of opportunities to land a Financial Sales Representative job position, but it won't just be handed to you.

Not exact matches

For more information on any of the Section 529 college savings plans we distribute («529 Plan (s)»), contact your registered representative (financial advisor) or download a disclosure document, which contains important information about the plan's investment options, sales charges, expenses and risks.

Post-SOX practices requiring financial managers and sales representatives around the world to sign statements stipulating that there exist no side letters or other conflicts of interest are simply not enough and can create a false sense of security.

Nevada recently revised the definition of financial planner «to remove the exclusions for a broker - dealer, a sales representative and an investment adviser, thereby making such persons subject to the provisions of existing law governing financial planners.»

Steve joined MFS in 1989 as a teleservices representative and became a member of the Financial Advisor Division sales desk in 1991.

Steve joined MFS in 1989 as a teleservices representative and became a member of the Financial Advisor Division sales desk in 1991.

IRDAI does not involve directly or through any representative in sale of any kind of insurance or financial products.

In order to attract your business, lending institutions must allocate a portion of their income to marketing and sales, but representatives working for these institutions have only one financial product to sell — their own.

A sales representative will then assist you in filling out an application, which lists out your personal and financial information.

If, however, you (except Employer Sponsored Retirement Plans) paid a CDSC when you sold Class C shares held at the time of sale in a Franklin Templeton fund account without an investment representative (financial advisor) appointed by you and invest the proceeds from that sale in Class A shares within 90 days of the sale, you will not receive a credit for the CDSC and new Class A shares issued with your reinvestment WILL NOT BE subject to any otherwise applicable CDSC.

Following these tips will help investors select a financial advisor and avoid a sales representative who masquerades as an advisor.

Marketing support may include access to sales meetings, sales representatives and financial intermediary management representatives, inclusion of a Fund on a sales list, including a preferred or select sales list, or other sales programs.

For example, whether I am working on a licensing agreement, a research and development contract or a sales representative agreement, I need to have a good grasp of generally accepted accounting rules or international financial reporting standards.

Further, IRDAI informs the members of public that: IRDAI does not involve directly or through any representative in sale of any kind of insurance or financial products.

With the financial strength of more than $ 700 million in assets and an A-Excellent rating from A.M. Best, Vantis Life is sold by licensed representatives at financial institutions and through a professional, licensed direct sales force in the East Hartford, Connecticut headquarters.

With the financial strength of more than $ 650 million in assets and an A-Excellent rating from A.M. Best, Vantis Life is sold nationally by licensed representatives at financial institutions, as well as through a professional, licensed direct sales force in the Windsor, Connecticut headquarters.

With the financial strength of more than $ 700 million in assets and an «A-Excellent» rating from A.M. Best, Vantis Life is sold by licensed representatives at financial institutions and through a professional, licensed direct sales force in the Company's Windsor, Connecticut headquarters.

MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives.

A Japanese research group consisting of financial institutions, government representatives and venture enterprises has put forward a proposal for rules to inform initial coin offerings (ICOs) and token sales.

Tags for this Online Resume: Architect, Logistics, Noise, Pricing, Account Management, Analytical Skills, Applications, Best Practices, Customer Focus, Financial, sales, inside sales, account executive, sales representative, marketing, business development

Tags for this Online Resume: Financial, Financial Services, Insurance, Life Insurance, Medicare, Product Development, Sales, Sales Training, Services, Training, business development, account manager, account executive, marketing, sales representative, outside sales, Sales, Sales Training, Services, Training, business development, account manager, account executive, marketing, sales representative, outside sales, Sales Training, Services, Training, business development, account manager, account executive, marketing, sales representative, outside sales, sales representative, outside sales, sales, salessales

Technical Sales Instructor with experience and proven track record in developing Tellers, Personal Financial Representatives, Assistant Managers and Managers.

One year experience as a Teller, Client Service Specialist, or In - Store Financial Services Representative at SunTrust or an equivalent position at a comparable financial institution; two years» experience in a sales and service based position in a retail envFinancial Services Representative at SunTrust or an equivalent position at a comparable financial institution; two years» experience in a sales and service based position in a retail envfinancial institution; two years» experience in a sales and service based position in a retail environment.

Minimum six months experience as a SunTrust Teller or In - Store Financial Services Representative, or one year of non-SunTrust experience including some or all of the following: service, sales, cash handling or payment transaction experience.

* Examples of the backgrounds of some of the company's most successful recruitment consultants, who all started as trainees include telesales, call centre, advertising / media sales, mobile phone sales, estate agency / lettings, financial services sales, door - to - door, fundraising, debt management, events sales, technical sales, car hire, medical sales, IT sales, Travel Representatives and gym membership sales.

Among the responsibilities mentioned above, a Welding Equipment Sales Representative has to take care of the financial operations of the sales department, to coordinate and supervise the activities of employees and to handle and resolve client issues regarding the products offered by the comSales Representative has to take care of the financial operations of the sales department, to coordinate and supervise the activities of employees and to handle and resolve client issues regarding the products offered by the comsales department, to coordinate and supervise the activities of employees and to handle and resolve client issues regarding the products offered by the company.

Sales representatives, receptionists, bartenders, financial planners, public relations representatives, recruiters and many other service providers can benefit from projecting a certain image.

Examples of Sales Coach duties are analyzing sales processes, monitoring sales representatives, observing sales encounters, controlling costs, supporting financial objectives, and studying sales repSales Coach duties are analyzing sales processes, monitoring sales representatives, observing sales encounters, controlling costs, supporting financial objectives, and studying sales repsales processes, monitoring sales representatives, observing sales encounters, controlling costs, supporting financial objectives, and studying sales repsales representatives, observing sales encounters, controlling costs, supporting financial objectives, and studying sales repsales encounters, controlling costs, supporting financial objectives, and studying sales repsales reports.

Financial Services Managers oversee sales representatives and associates to ensure that they are meeting their sales quotas.

Additional responsibilities of the Lead Customer Service Representative include: • Initiating conversations with customers to uncover their needs and referring them to the appropriate business partners to meet personal and financial center referral and sales goals • Personally maintaining a balancing record, finding and correcting errors and asking for help in this process as needed • Handling customer issues with professionalism and seamlessly directing complex issues to management staff • Training and developing new and current Customer Service Representatives and identifying other Customer Service Representatives who are capable of training new staff members • Monitoring operations behind the Customer Service Representative line, delegating work and taking issues to the Customer Service Manager as needed • Acting as the contact person for financial center personnel in regards to Customer Service Representative activity, answering questions and helping management to keep Customer Service Representatives up - to - date on all changes • Maintaining up - to - date knowledge of financial center policies, procedures, products and services

General Manager, After Hours Supervisor, Sales Associate, Complex Case Manager, Optometrist, Lab Journeyperson, Receptionist, Customer Service Representative, Optician, Patient Care Specialist, Appointment Scheduler, Administrative Assistant, On - Call Supervisor, Assistant Buyer, Clinical Dietitian, Configuration Analyst, Doctor, Financial System Controls Analyst, Optical Lab Technician, Data Specialist, Optical Assistant, Claims Processor, Assistant Manager, Medical Assistant, Nurse, Buyer, Material Handler and Overnight Caregiver.

Career Opportunities @ American Medical Response: Following are the job options you can look for - Sales Representative, Coding Representative, Account Executive, Paramedic, Customer Service Representative, Client Administrator, Correspondence Representative, Recruiting Assistant, Administrative Assistant, Billing Coordinator, Scheduler, Credentialing Support Specialist, Reimbursement Supervisor, Payroll Coordinator, Clinical Services Coordinator, Database Administrator, Computer Operator, Emergency Medical Technician, Financial Analyst, Dispatcher, Driver, Enrolment Specialist, Human Resources Generalist, Medical Biller, Mechanic Associate, Instructor, Staff Accountant, Payroll and Benefits Coordinator, Field Supervisor, Medicare Representative, Finance Manger, Physician, Insurance Representative, Service Technician, Transport Coordinator, Discharge Call Back Representative and Nurse.

Customer Service Representative, General Manager, Staffing Coordinator, Sales Associate, Dentist, Financial Analyst, Operations Director, Content Manager, Assistant Manager, Receptionist, Housekeeper, Finance Manger, Dental Assistant, Health Aide, Optician, Recruiting Assistant, Nurse Practitioner, Mechanic Associate, Data Specialist, Luxury Sales Specialist, Scheduler, Transport Coordinator, Registered Nurse, A / R Specialist, Buyer and Retail Market Coordinator.

Additional Experience: Financial Loss Representative — Bank One / JP Morgan Chase, Frederick, MD 2002 - 2005 Senior Sales — Mayor's Inc., Vienna, VA 2001 - 2002 Assistant Manager / Associate — Sterling Inc., Bethesda, MD 1999 - 2001

Created presentations and financial analysis reports for delivery to field sales representatives with results explanations and analysis recommendations.

Canon Financial Services • Mount Laurel, NJ 04/2007 — 11/2008 Dealer Service Representative Provided sales support and customer service to West Coast Canon dealers.

Promark Financial • Fremont, CA 08/2007 — 08/2008 Insurance Agent / Account Representative Performed outside sales duties and directed personal business to produce sales and increase company revenue.

· Terminal Maintenance Manager · Package Handler · On - Site Driver Manager · ORT Specialist · Maintenance Team Leader · Maintenance Technician · Driver Manager · Trailer Mechanic · Truck Mechanic · Truck Driver · Collections Specialist · Dispatcher · Financial Analyst · Fleets Supervisor · Logistics Analyst · Security Analyst · Personnel Supervisor · Dock Worker · Equipment Driver · Material Handler · Sales Support Specialist · Receptionist · Customer Service Representative

Career Opportunities @ FYE: — Sales manager, cashier, Second assistant manager, Customer service representative, Store manager, Financial analyst, sales associate, Distribution centre associate, Assistant manager, Distribution centre supervisor, Inventory specialist, Human resource representSales manager, cashier, Second assistant manager, Customer service representative, Store manager, Financial analyst, sales associate, Distribution centre associate, Assistant manager, Distribution centre supervisor, Inventory specialist, Human resource representsales associate, Distribution centre associate, Assistant manager, Distribution centre supervisor, Inventory specialist, Human resource representative

As a pharmaceutical sales representative, the financial experience I got in my MBA courses gave me tools to position my company and products for greater success.

Tags for this Online Resume: Management, Territory Management, Account Management, Financial, Financial Statements, Monthly Financial Statements, Marketing Management, Training, Leadership, Sales, sales, outside sales, business development, sales representative, marketing, account executive, account maSales, sales, outside sales, business development, sales representative, marketing, account executive, account masales, outside sales, business development, sales representative, marketing, account executive, account masales, business development, sales representative, marketing, account executive, account masales representative, marketing, account executive, account manager

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Coordinator, Customer Service Consultant, and Customer Service Agent.

Retail Store Manager • Handle store operations by ensuring that everything runs smoothly • Greet customers and direct sales representatives to assist them • Maintain store staff by interviewing, selecting, hiring and training employees • Provide orientation to employees and provide them with their financial objectives • Identify customer requirements by studying trends and employing corresponding tactics to meet those requirements • Ensure that store supplies are available at all times and handle inventory requirements • Assist in formulating pricing policies and make sure that each item in the store has an updated price tagged on it • Ensure that each individual and all company goals are met continuously

Tags for this Online Resume: Insurance, Financial, Management, Portfolio Management, Wealth Management, Book of business, Health Insurance, Planning, Retirement planning, customer service, call center, sales associate, customer service representative

N / C Machine Operator N / C Programmer Nanny National Sales Manager (Experience) Navigator Aircraft Needleworker Neonatologist Nephrologist Network Analyst Computer Network Architect Network Communications Technician Network Control Manager Network Control Supervisor Network Control Technician Network Planning Analyst Network Planning Manager Network Planning Supervisor Network / Data Communications Manager Neurological Technologist Neurologist Neurosurgeon New Accounts Representative Financial New - Car Prep Mechanic News Anchor News Assistant News Correspondent News Gathering Technician News Librarian News Photographer News Reporter Newscaster Newspaper Delivery Driver Newspaper Editor - In - Chief Nibbler Operator Nondestructive Tester Note Teller Nuclear Criticality Safety Engineer Nuclear Engineer Nuclear Equipment Test Engineer Nuclear Fuels Reclamation Engineer Nuclear Fuels Research Engineer Nuclear Health Physicist

Objective: To utilize my extensive skills and experience as a financial services sales representative with a dynamic and progressive firm.

Are making a drastic career change, such as a financial analyst who wants to become a pharmaceutical sales representative

Two years experience as a Client Service Specialist, In - Store Financial Services Representative, or Personal Banker at SunTrust or an equivalent position at a comparable financial institution; three years experience in a sales and service based position in a retail envFinancial Services Representative, or Personal Banker at SunTrust or an equivalent position at a comparable financial institution; three years experience in a sales and service based position in a retail envfinancial institution; three years experience in a sales and service based position in a retail environment.