... financial goals. Key responsibilities include balancing service requests and sales opportunities, providing ... loans Identifies client needs for licensed sales functions, making referrals to Line of Business ...

... responsibilities include balancing service requests and sales opportunities, providing subject matter expertise on ... client needs for licensed sales functions, making referrals to Line of Business partners Quotes ...

... financial services industry, products, and solutions One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals Six months of cash ...

... industry, products, and solutions One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals Six months of cash handling experience ...

... ** Two years' experience working in the financial service industry and/or a sales environment where goals ... generation Experience balancing investment management, sales activities, and new client development ...