Not exact matches
James Smith, head of workplace
strategy and
business development at Morningstar, says many
broker - dealers are taking a proactive approach to measuring the rule's impact
on their 401 (k) advisory
business, and not waiting for courts to determine the Labor Department rule's fate.
Now you know all about valuation, exit
strategy and sale options for your SaaS
business, the best way to get a good sense
on how much your
business is worth is to speak a
broker.
On the other hand, this minimum requirement also helps some
brokers to strategize their
business strategies.
Insurance Underwriter — Duties & Responsibilities Experienced manager with expertise in underwriting, sales, marketing, and customer service Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Oversee health insurance underwriting determining client insurability and company risk Discover client needs, tailor insurance packages, and present quotes Utilize industry software to analyze risk, generate quotes, and author reports for senior leadership Build and strengthen professional relationships with internal sales representatives and external
brokers Consistently exceed sales goals through networking, in personal sales, cold calling, and other tactics Recognized and promoted for exceptional team management, sales, and customer service Conduct research
on prospective leads and existing clients to assist in developing sales
strategies Craft effective sales presentations and proposals, tailoring them to clients based
on their specific needs and styles Collaborate with junior level sales people to develop action plans to govern their performance Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Provide exceptional customer service resulting in client satisfaction and repeat
business Set and strictly adhere to departmental budgets and timelines Represent company brand with poise, integrity, and positivity Continually participate in ongoing professional development opportunities to enhance skill set
RISMedia's recently released white paper, «The Disruption of the Real Estate Industry: A Survival Guide for
Brokers and Agents,» includes exclusive RISMedia research
on the topic, a look at some of the industry's most noteworthy disruptors, and in - depth interviews with real estate leaders
on the veracity of the threat, including
strategies for adapting your
business for the future.
In this session, leading Power
Brokers will share their updated
strategies for more effectively reaching and engaging clients and prospects, and the effect
on their overall
businesses.
Just to give you a little background
on Corcoran, he is recognized throughout the industry for specializing in performance coaching and the implementation of sound
business systems into a
broker or agent's current
strategy.
I would recommend your services to others for the following reasons: [1] you were very accessible and responsive; the fact that there were two of you available to help us definitely helped in this regard [2] you were almost always able to set up showings when we wanted them and often at short notice [3] you were flexible and accommodating with us when we had difficulty getting kids to babysitters
on time, etc. [4] you understood our unique circumstances and requirements, and patiently showed us one property after another while we looked for a place to fit multiple purposes [5] you were knowledgeable about laws, procedures for doing things, etc. [6] you both have good senses of humor, which helped make an arduous process more fun [7] your thoughts and ideas in discussions about negotiating
strategies were very helpful and beneficial [8] your
business model is great; it was the reason I chose you over other buyers»
brokers I talked to, and it clearly benefited us.