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GeoSolutions, Inc.
Grand Prairie
Job Description Job Description GeoSolutions Inc. JOB DESIGN Job Title: Technical Sales Representative - Dallas/Fort Worth Department: Sales Reports to: Director of Business Development Position Summary: Responsibilities include generation of sales revenues, customer (contractor/engineer) nurturing, lead generation, onsite support and traini
Job Source: GeoSolutions, Inc.Magellan Health Services
Dallas
This position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations. Services include education and counseling addressing financial services that may include, but
Job Source: Magellan Health ServicesRELEASED Defunct
Dallas, TX, United States
Does driving innovation and enriching our human experience through technology make you tick? At Re-Leased our vision is to shape the future of Commercial Real Estate and drive better outcomes for people., property and planet. Our cloud-based commercial property management software is designed to specifically meet the needs of commercial propert
Job Source: RELEASED DefunctUMortgage LLC
Dallas, TX, United States
Loan Specialist Department: Operations Team: Loan Specialist What Sets Us Apart: At UMortgage, we have a customer-centric, service-based approach. We primarily focus on home purchases, providing an emphasis on consumer education, real estate agent relationships, and personalized experience for home buyers. Our goal is to empower our team members t
Job Source: UMortgage LLCNTT DATA
Dallas, TX, United States
Req ID: 279473 NTT DATA is a trusted global innovator of business and technology services, helping clients innovate, optimize and transform for success. We strive to hire exceptional, innovative and passionate individuals who want to grow with us. If you want to be part of an inclusive, adaptable, and forward-thinking organization, apply now. We
Job Source: NTT DATARust-Oleum
Dallas, TX, United States
JOB DESCRIPTION Tremco Construction Products Group brings together Tremco CPG Inc.'s Commercial Sealants & Waterproofing and Roofing & Building Maintenance divisions; Tremco Barrier Solutions Inc.; Dryvit, Nudura and Willseal brands; Prebuck LLC; Weatherproofing Technologies, Inc.; Weatherproofing Technologies Canada and PureAir Control Services,
Job Source: Rust-OleumIDOC LLC
Dallas
Job Description Job Description Description: About Us For the past twenty plus years, IDOC has remained committed to the success of independent optometrists, and today has emerged as a leading alliance of private optometric practice owners in the United States. Founded by an optometrist with the first-hand knowledge of private practice ownership,
Job Source: IDOC LLCVivo Aquatic Group
Dallas, TX, United States
Description Job Title: Professional Services Technician Department: Field Operations Reports To: Professional Services Manager The ideal candidate resides in or around the Dallas - Fort Worth territory. SUMMARY OF ESSENTIAL DUTIES AND RESPONSIBILITIES The main role of the Professional Services Technician is to provide technical expertise, traini
Job Source: Vivo Aquatic GroupDallas
Job Description Job Description We are seeking a self-motivated financial services representative in the Dallas/Fort Worth metroplex. This individual will be responsible for providing outstanding customer service and support to clients by helping them to manage their financial accounts. In addition, the Financial Services Representative will be adept in resolving inquiries, answering questions, and educating individuals on the range of financial products and services that our company provides. The ideal candidate will have excellent communication and interpersonal skills and be able to think critically and make sound decisions.
Compensation: $75,000 - $95,000+
Responsibilities: Utilize sales/CRM databases, customer records, and related organizational tools current to accurately report progress to monthly and quarterly sales goals
Implement sales strategies and tactics proven effective in maintaining and growing customer portfolios
Maintain consistent quality customer service
Educate and consult new and potential clients, assess their priorities and finances, and determine suitable plan options that successfully meet their individual needs
Develop and deliver risk management strategies for each customer based on their risk profile
Stay abreast of industry protocols and policy changes to ensure fulfillment of all policy requirements and continuing education
Attend training (both virtual and in-person) and obtain relevant licenses in a timely fashion
Qualifications: Required:
Candidate must be an accomplished communicator with strong verbal and written skills
Candidate must be licensed and/or willing to obtain a Life/Health insurance license
Willingness to obtain SIE, Series 6 or 7, and Series 63
Go-getter mindset
Strong desire to help others
Demonstrate self-discipline in a hybrid work environment
Capable of working individually as well as in a team environment
Candidate must have the ability to attend periodic training located in Frisco, TX
Business Professional Attire
Preferred:
4-year College Degree
Prior sales and/or business experience
Bilingual a plus
Zoom proficiency for virtual settings
Some experience with a CRM/Salesforce is beneficial
About Company
We are among the strongest and most respected financial companies in America today, ranking #72 on the 2022 Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any U.S. life insurer from the major rating agencies such as Standard and Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA). Source: Independent Third Party Ratings Reports as of 8/19/2022. For over 77 consecutive years we have led the way in the industry with the most US members of the Million Dollar Round Table, the standard of excellence for life insurance sales performance in the insurance and financial services industry.
A promise to work with you to build a strong financial future for both you and your clients.
Financial Services Representative - Dallas - Fort Worth jobs in Dallas
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