Sentences with phrase «customers meet their financial objectives»

To assist Account Executives (independents and those located within financial institutions) in helping their customers meet their financial objectives.

Not exact matches

He attributes that success to working with his customers as a consultant with the objective of determining which financial products best meet the customers» needs and financial circumstances.

The cash back at multiple stages of the policy term makes the plan idea for all customer age groups — youngsters, salaried people, married couples or senior citizens nearing retirement — and help them meet various financial objectives with the additional annual income.

Anxious to apply knowledge of utilizing approved banking tools to proactively reach out to customers and assist them in meeting their financial objectives.

Presently seeking a position at The Pavilion, by applying exceptional strengths in establishing business plans, meeting financial objectives, and ensuring recurring business through the delivery of excellent customer services.

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

Successful Assistant Store Managers are responsible for providing leadership to ensure the store delivers outstanding customer service, meets all operating objectives, sales, and financial goals, and follows company policies and procedures.