Sentences with phrase «sell financial products and services»

Skills • Excellent customer - service skills • Strong verbal, interpersonal, and written communication skills • Ability to sell financial products and services • Great with money and processing transactions • Outstanding multi-tasking abilities • Strong analytical skills with ability to make sound decisions

Not exact matches

Financial passporting refers to banks» ability to sell products and services across the eurozone from locations in Britain using one licence.
Morgan Stanley is hoping that a drastic cut in this kind of compensation will spur brokers to sell more products, such as mutual funds, loans and financial planning services, to those clients, according to several Morgan Stanley advisers.
To sell those products and services and grow a business, it takes a team of people with marketing, creative, financial and people skills.
The DFS argues that it was tasked by the New York State Legislature to regulate and supervise financial services and products that include virtual currency, which is a «medium of exchange that may be used to buy or sell goods or services and can be used to store value.»
This news release contains forward - looking statements within the meaning of the U.S. Private Securities Litigation Reform Act of 1995 and Canadian securities laws, including statements regarding: BlackBerry's expectations regarding new product initiatives and timing, including the BlackBerry 10 platform; BlackBerry's plans and expectations regarding new service offerings, and assumptions regarding its service revenue model; BlackBerry's plans, strategies and objectives, and the anticipated opportunities and challenges in fiscal 2014; anticipated demand for, and BlackBerry's plans and expectations relating to, programs to drive sell - through of the company's BlackBerry 10 smartphones; BlackBerry's expectations regarding financial results for the second quarter of fiscal 2014; BlackBerry's expectations with respect to the sufficiency of its financial resources; BlackBerry's ongoing efforts to streamline its operations and its expectations relating to the benefits of its Cost Optimization and Resource Efficiency («CORE») program and similar strategies; BlackBerry's plans and expectations regarding marketing and promotional programs; and BlackBerry's estimates of purchase obligations and other contractual commitments.
This news release contains forward - looking statements within the meaning of the U.S. Private Securities Litigation Reform Act of 1995 and Canadian securities laws, including statements regarding: BlackBerry's expectations regarding new product initiatives and timing, including the BlackBerry 10 platform; BlackBerry's plans and expectations regarding new service offerings, and assumptions regarding its service revenue model; BlackBerry's plans, strategies and objectives, and the anticipated opportunities and challenges in fiscal 2014; anticipated demand for, and BlackBerry's plans and expectations relating to, programs to drive sell - through of the Company's BlackBerry 7 and 10 smartphones and BlackBerry PlayBook tablets; BlackBerry's expectations regarding financial results for the second quarter of fiscal 2014; BlackBerry's expectations with respect to the sufficiency of its financial resources; BlackBerry's ongoing efforts to streamline its operations and its expectations relating to the benefits of its Cost Optimization and Resource Efficiency («CORE») program and similar strategies; BlackBerry's plans and expectations regarding marketing and promotional programs; and BlackBerry's estimates of purchase obligations and other contractual commitments.
The Institutional Client Services segment serves clients who come to buy and sell financial products, raise funding, and manage risk.
Fidelity Brokerage Services and National Financial Services LLC receive a selling concession from the offering broker for their distribution of structured products.
Fee - only financial advisors provide advice and ongoing services for transparent fees, but many advisors are paid to sell you investment products for big commissions.
The Federation of Small Businesses (FSB) has said that the banks need to take swift and decisive action to compensate the businesses caught up in the mis - selling scandal, after the Financial Services Authority (FSA) reports that 90 per cent of these complex products were mis - sold.
Sales growth JLR India registered a volume growth of 83 percent in the recently concluded financial year 2017 - 18 (April - March), selling 4,609 units, which the company says was due to new product launches, along with a steadily expanding retailer footprint, and enhanced service and brand experience programmes for consumers.
Apple didn't sell 17m iPads in one year because they weren't delivering a workable product to buyers, and if you spent even a moment to Google «iPad + enterprise» you'd see stories which emphasize the high adoption rate of the iPad by corporate IT, especially in the healthcare and financial services sectors.
I believe that at the time these Giant E-readers came out, the world wasn't ready, And the products were marketed quite badly and to the wrong audience maybe... For anyone taking on a re-launch of Giant E-readers, Marketing research is the Magic word: Not Just education, but think of Music Academies, Orchestras and even Conductors... I believe there is a Market out there for Giant E-readers in the World of Musicians; Scores, Conductor scores, as well as Other education areas, But be More Specific in Where the Giant E-reader comes in on it's Own... I don't think for a Moment that Giant E-readers are History just yet, And another thing; maybe if the cost of a Giant E-reader puts potential buyers off, Sell it through an independant Online Retailer that has the right Customer - service and financial back - up, So they could sell on a Pay - Monthly plan of some sort..And the products were marketed quite badly and to the wrong audience maybe... For anyone taking on a re-launch of Giant E-readers, Marketing research is the Magic word: Not Just education, but think of Music Academies, Orchestras and even Conductors... I believe there is a Market out there for Giant E-readers in the World of Musicians; Scores, Conductor scores, as well as Other education areas, But be More Specific in Where the Giant E-reader comes in on it's Own... I don't think for a Moment that Giant E-readers are History just yet, And another thing; maybe if the cost of a Giant E-reader puts potential buyers off, Sell it through an independant Online Retailer that has the right Customer - service and financial back - up, So they could sell on a Pay - Monthly plan of some sort..and to the wrong audience maybe... For anyone taking on a re-launch of Giant E-readers, Marketing research is the Magic word: Not Just education, but think of Music Academies, Orchestras and even Conductors... I believe there is a Market out there for Giant E-readers in the World of Musicians; Scores, Conductor scores, as well as Other education areas, But be More Specific in Where the Giant E-reader comes in on it's Own... I don't think for a Moment that Giant E-readers are History just yet, And another thing; maybe if the cost of a Giant E-reader puts potential buyers off, Sell it through an independant Online Retailer that has the right Customer - service and financial back - up, So they could sell on a Pay - Monthly plan of some sort..and even Conductors... I believe there is a Market out there for Giant E-readers in the World of Musicians; Scores, Conductor scores, as well as Other education areas, But be More Specific in Where the Giant E-reader comes in on it's Own... I don't think for a Moment that Giant E-readers are History just yet, And another thing; maybe if the cost of a Giant E-reader puts potential buyers off, Sell it through an independant Online Retailer that has the right Customer - service and financial back - up, So they could sell on a Pay - Monthly plan of some sort..And another thing; maybe if the cost of a Giant E-reader puts potential buyers off, Sell it through an independant Online Retailer that has the right Customer - service and financial back - up, So they could sell on a Pay - Monthly plan of some sort.Sell it through an independant Online Retailer that has the right Customer - service and financial back - up, So they could sell on a Pay - Monthly plan of some sort..and financial back - up, So they could sell on a Pay - Monthly plan of some sort.sell on a Pay - Monthly plan of some sort.....
My husband is in the financial services industry and he's fells the same way as you about NDA from folks who are SURE he should be selling their product.
Such statements reflect the current views of Barnes & Noble with respect to future events, the outcome of which is subject to certain risks, including, among others, the general economic environment and consumer spending patterns, decreased consumer demand for Barnes & Noble's products, low growth or declining sales and net income due to various factors, possible disruptions in Barnes & Noble's computer systems, telephone systems or supply chain, possible risks associated with data privacy, information security and intellectual property, possible work stoppages or increases in labor costs, possible increases in shipping rates or interruptions in shipping service, effects of competition, possible risks that inventory in channels of distribution may be larger than able to be sold, possible risks associated with changes in the strategic direction of the device business, including possible reduction in sales of content, accessories and other merchandise and other adverse financial impacts, possible risk that component parts will be rendered obsolete or otherwise not be able to be effectively utilized in devices to be sold, possible risk that financial and operational forecasts and projections are not achieved, possible risk that returns from consumers or channels of distribution may be greater than estimated, the risk that digital sales growth is less than expectations and the risk that it does not exceed the rate of investment spend, higher - than - anticipated store closing or relocation costs, higher interest rates, the performance of Barnes & Noble's online, digital and other initiatives, the success of Barnes & Noble's strategic investments, unanticipated increases in merchandise, component or occupancy costs, unanticipated adverse litigation results or effects, product and component shortages, the potential adverse impact on the Company's businesses resulting from the Company's prior reviews of strategic alternatives and the potential separation of the Company's businesses, the risk that the transactions with Microsoft and Pearson do not achieve the expected benefits for the parties or impose costs on the Company in excess of what the Company anticipates, including the risk that NOOK Media's applications are not commercially successful or that the expected distribution of those applications is not achieved, risks associated with the international expansion contemplated by the relationship with Microsoft, including that it is not successful or is delayed, the risk that NOOK Media is not able to perform its obligations under the Microsoft and Pearson commercial agreements and the consequences thereof, risks associated with the restatement contained in, the delayed filing of, and the material weakness in internal controls described in Barnes & Noble's Annual Report on Form 10 - K for the fiscal year ended April 27, 2013, risks associated with the SEC investigation disclosed in the quarterly report on Form 10 - Q for the fiscal quarter ended October 26, 2013, risks associated with the ongoing efforts to rationalize the NOOK business and the expected costs and benefits of such efforts and associated risks and other factors which may be outside of Barnes & Noble's control, including those factors discussed in detail in Item 1A, «Risk Factors,» in Barnes & Noble's Annual Report on Form 10 - K for the fiscal year ended April 27, 2013, and in Barnes & Noble's other filings made hereafter from time to time with the SEC.
Such statements reflect the current views of Barnes & Noble with respect to future events, the outcome of which is subject to certain risks, including, among others, the effect of the proposed separation of NOOK Media, the general economic environment and consumer spending patterns, decreased consumer demand for Barnes & Noble's products, low growth or declining sales and net income due to various factors, possible disruptions in Barnes & Noble's computer systems, telephone systems or supply chain, possible risks associated with data privacy, information security and intellectual property, possible work stoppages or increases in labor costs, possible increases in shipping rates or interruptions in shipping service, effects of competition, possible risks that inventory in channels of distribution may be larger than able to be sold, possible risks associated with changes in the strategic direction of the device business, including possible reduction in sales of content, accessories and other merchandise and other adverse financial impacts, possible risk that component parts will be rendered obsolete or otherwise not be able to be effectively utilized in devices to be sold, possible risk that financial and operational forecasts and projections are not achieved, possible risk that returns from consumers or channels of distribution may be greater than estimated, the risk that digital sales growth is less than expectations and the risk that it does not exceed the rate of investment spend, higher - than - anticipated store closing or relocation costs, higher interest rates, the performance of Barnes & Noble's online, digital and other initiatives, the success of Barnes & Noble's strategic investments, unanticipated increases in merchandise, component or occupancy costs, unanticipated adverse litigation results or effects, product and component shortages, risks associated with the commercial agreement with Samsung, the potential adverse impact on the Company's businesses resulting from the Company's prior reviews of strategic alternatives and the potential separation of the Company's businesses (including with respect to the timing of the completion thereof), the risk that the transactions with Pearson and Samsung do not achieve the expected benefits for the parties or impose costs on the Company in excess of what the Company anticipates, including the risk that NOOK Media's applications are not commercially successful or that the expected distribution of those applications is not achieved, risks associated with the international expansion previously undertaken, including any risks associated with a reduction of international operations following termination of the Microsoft commercial agreement, the risk that NOOK Media is not able to perform its obligations under the Pearson and Samsung commercial agreements and the consequences thereof, the risks associated with the termination of Microsoft commercial agreement, including potential customer losses, risks associated with the restatement contained in, the delayed filing of, and the material weakness in internal controls described in Barnes & Noble's Annual Report on Form 10 - K for the fiscal year ended April 27, 2013, risks associated with the SEC investigation disclosed in the quarterly report on Form 10 - Q for the fiscal quarter ended October 26, 2013, risks associated with the ongoing efforts to rationalize the NOOK business and the expected costs and benefits of such efforts and associated risks and other factors which may be outside of Barnes & Noble's control, including those factors discussed in detail in Item 1A, «Risk Factors,» in Barnes & Noble's Annual Report on Form 10 - K for the fiscal year ended May 3, 2014, and in Barnes & Noble's other filings made hereafter from time to time with the SEC.
The company's products and services addresses multiple markets, asset classes and geographies and are sold to a diverse client base, including asset owners, such as pension funds, endowments, foundations, central banks, family offices and insurance companies; institutional and retail asset managers, such as managers of pension assets, mutual funds, exchange traded funds, real estate, hedge funds and private wealth; financial intermediaries, such as banks, broker - dealers, exchanges, custodians and investment consultants; and corporate clients.
They run the gamut, but most boil down to one thing: a bank makes its money selling services and financial products, and their fundamental concern lies in selling still more services and products, even if it's not always in the customer's best interests.
Products and services referenced are offered and sold only by appropriately appointed and licensed entities and financial advisors.
Frankly, this kind of selective marketing of supposedly superior performance to sell investment and other financial products and services is practically an epidemic in the financial services industry.
Most investment companies make it hard to find out how much their services really cost, and you probably won't know when they receive sales commissions or kickbacks from recommending and selling certain financial products.
The alternative used to be to rely on a traditional financial adviser, for which «you're probably paying a premium for commission - based advice from someone incentivized to sell a specific product,» says Tea Nicola, co-founder and CEO of Vancouver - based robo adviser, WealthBar Financial Services Inc. «Your average investor underperforms the market, before and after costs,» Nicola says, «A set - it - and - forget - it strategy with a traditional firm would come with a financial adviser, for which «you're probably paying a premium for commission - based advice from someone incentivized to sell a specific product,» says Tea Nicola, co-founder and CEO of Vancouver - based robo adviser, WealthBar Financial Services Inc. «Your average investor underperforms the market, before and after costs,» Nicola says, «A set - it - and - forget - it strategy with a traditional firm would come with a Financial Services Inc. «Your average investor underperforms the market, before and after costs,» Nicola says, «A set - it - and - forget - it strategy with a traditional firm would come with a high fee.
As the U.S. Securities and Exchange Commission (SEC) puts it, «While the suggested asset allocations may be a useful starting point, keep in mind that the results may be biased towards financial products or services sold by companies or individuals sponsoring the websites.»
The growing influence of technology on the financial marketplace has had an overpowering effect on the way financial products and services are bought and sold today.
Kiran's experience includes advising a FTSE 100 energy company on its global HR and payroll outsourcing, advising a FTSE 100 financial institution on a framework agreement for procuring IT services from a single supplier (including applications development and support and maintenance services), advising a central government department on the procurement of financial advisory services, advising a multinational infrastructure group on the procurement of its treasury management system using a cloud hosting solution, advising an international supplier of insulation, roofing and construction products on its procurement of an ERP system and advising an international packaging business on its terms and conditions for online selling to consumers.
In the claims management company jurisdiction, there were 2,616 complaints investigated and resolved, the majority of which related to financial products and services such as mis - sold payment protection insurance.
She has particular experience in financial services disputes and has handled many high value claims concerning the mis - selling of financial products.
Founded by Hanif Virji and Andrew Harrington in 2001, AHV's Financial Markets Advisory business offers services including advising on the management of risk, the valuation of financial products and derivatives, and most prominently, the mis - selling of such products as Fixed Rate Loans, Interest Rate Hedging Products, Structured Products and complex derFinancial Markets Advisory business offers services including advising on the management of risk, the valuation of financial products and derivatives, and most prominently, the mis - selling of such products as Fixed Rate Loans, Interest Rate Hedging Products, Structured Products and complex derfinancial products and derivatives, and most prominently, the mis - selling of such products as Fixed Rate Loans, Interest Rate Hedging Products, Structured Products and complex deriproducts and derivatives, and most prominently, the mis - selling of such products as Fixed Rate Loans, Interest Rate Hedging Products, Structured Products and complex deriproducts as Fixed Rate Loans, Interest Rate Hedging Products, Structured Products and complex deriProducts, Structured Products and complex deriProducts and complex derivatives.
Farmers Insurance, a subsidiary of Zurich Financial Services, sells property & casualty insurance and life insurance products through Farmers New World Life Insurance unit, while Farmers Reinsurance unit reinsures the exchange members.
Most large life insurance companies sell other financial products and services which might be helpful to you.
The product of a 2007 merger between three financial services companies — Lincoln Direct Life, Security Financial Life and Woodmen Accident and Life — Assurity Life Insurance Company is headquartered in Lincoln, Nebraska and sells policies in 49 states with over 400 offices nafinancial services companies — Lincoln Direct Life, Security Financial Life and Woodmen Accident and Life — Assurity Life Insurance Company is headquartered in Lincoln, Nebraska and sells policies in 49 states with over 400 offices naFinancial Life and Woodmen Accident and Life — Assurity Life Insurance Company is headquartered in Lincoln, Nebraska and sells policies in 49 states with over 400 offices nationwide.
To hold the selling and servicing of critical illness insurance and related financial protection products and services as a professional and public trust and do all in my power to maintain its prestige.
Products and services referenced are offered and sold only by appropriately appointed and licensed entities and financial advisors.
Agent — An agent provides financial planning advice, and is licensed to sell and service life insurance products.
FBL Financial Group, Inc. (NYSE: FFG) is a financial services company that sells life insurance and annuity products principally under the consumer brand names Farm Bureau Financial Services and EquiTrust Financial Financial Group, Inc. (NYSE: FFG) is a financial services company that sells life insurance and annuity products principally under the consumer brand names Farm Bureau Financial Services and EquiTrust Financial financial services company that sells life insurance and annuity products principally under the consumer brand names Farm Bureau Financial Services and EquiTrust Financial Sservices company that sells life insurance and annuity products principally under the consumer brand names Farm Bureau Financial Services and EquiTrust Financial Financial Services and EquiTrust Financial SServices and EquiTrust Financial Financial ServicesServices.
A nationwide, U.S. - based organization founded in 1896 and consisting of professionals that sell insurance and financial services products.
Second, «financial institutions and payment institution» are forbidden from buying and selling bitcoins or offering Bitcoin - related products and services.
Reuters cites the example of «Artivest Holdings Inc, a New York - based financial services startup that sells alternative investment products» and that uses tablet - tailored app Quip to meet its word processing needs.
These experiences have prepared me to: manage teams, delegate responsibility, work with high level officials, sell products, sell services, sell programs, and execute the accounting and financial duties that accompany my work.
* Sold and delivered products and solutions in various markets - Health & Human Services (HHS), Federal and State & Local (S&L) Government, Healthcare, Financial Services, and Non-Profit.
To focus on sales development and relationship building through the promotion of deposits, loans, fee - based services and the retention of customers as a Branch sales and Service associate I. PROFILE OF QUALIFICATIONS Financial Operations, Sales, and Service Professional with International Banking experience Responsible for analyzing P&L, selling a full range of banking products and services to meet existing and prospective...
Train personal bankers and tellers on selling banking products and financial services with an increase in enrollment rates by 30 %
Finance Sales jobs occupy a unique and increasingly relevant niche in the business world today and professionals in this field sell the products and services provided by financial firms.
Salespeople have a crucial role in many companies, as they are responsible for selling products and services and sustaining financial growth.
Before that, Mills successfully sold real estate; banking products for JPMorgan Chase Bank; fire, life and casualty insurance and financial services, including fixed and variable annuities and mutual funds for Farmers Insurance; and home, auto, boat and excess liability policies for Auto Club of Southern California (AAA).
Support, train and lead retail staff to success by modeling our luxury, guest service standards, suggestive selling, in depth product knowledge, creative merchandising, working with our Manager staff to maximize financial results for our retail department.
Responsible for responding to both routine and complex inquiries regarding consumer and business accounts; while promoting, and selling financial products, and services for Bank customers.
Common tasks of a Financial Services Associate include selling insurance and other financial products, analyzing clients» ability to pay, making sales presentations, attracting new customers, and cultivating customer relatFinancial Services Associate include selling insurance and other financial products, analyzing clients» ability to pay, making sales presentations, attracting new customers, and cultivating customer relatfinancial products, analyzing clients» ability to pay, making sales presentations, attracting new customers, and cultivating customer relationships.
Sold financial services products and assisted customers in completing their transactions with financial
a b c d e f g h i j k l m n o p q r s t u v w x y z