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AssuredPartners
Andover, MA, United States
Overview: As a Private Client Group, Client Executive, you will join our Fred C. Church team in Andover, MA with the goal of increasing new revenue opportunities. In addition to new business generation, this position will work closely with management to define and implement the overall sales and marketing strategy of this department. This is an out
Job Source: AssuredPartnersGallagher
Natick, MA, United States
Introduction : Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we
Job Source: GallagherAudley Travel Group
Boston, MA, United States
Job Details: Client Experience Executive Full details of the job. Vacancy Vacancy Client Experience Executive Vacancy No Vacancy No VN737 Advert About us Audley Travel is an award-winning, consistently recognised tour operator that specializes in tailor-made travel in over 80 countries with over 20,000 travellers a year and the recipient o
Job Source: Audley Travel GroupGartner
Boston, MA, United States
About the role: This Client Executive role is responsible for setting strategy for major regional accounts which are of substantial strategic and revenue generating importance.This position is typically focused on a small number of strategic accounts (large, multi-national companies) and is responsible for driving new business within these, carryin
Job Source: GartnerSunrise Labs
Waltham, MA, United States
Company Description We are passionate about delivering software solutions that helpfuel product development and innovation. Boston Engineering Corporation, headquartered in Waltham, MA, supplies, supports, and maintains the world’s leading engineering software from product development and product lifecycle maintenance software tools to first clas
Job Source: Sunrise LabsSun Life Financial
Wellesley, MA, United States
Client Relationship Executive-Florida page is loaded Client Relationship Executive-Florida Apply locations Wellesley Hills, Massachusetts Miami, Florida Tampa, Florida U.S. Telecommuters time type Full time posted on Posted 6 Days Ago job requisition id JR00097645 You are as unique as your background, experi
Job Source: Sun Life FinancialOutreach
Boston, MA, United States
Our success is reliant on building teams that include people from different backgrounds and experiences who can elevate assumptions and ideas with fresh perspectives. We're dedicated to hiring the whole human, not just a resume. To that end, we look for a diverse pool of applicants-including those from historically marginalized groups. We would lik
Job Source: OutreachSun Life Financial, Inc.
Wellesley, MA, United States
You are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day
Job Source: Sun Life Financial, Inc.Boston, MA, United States
Responsibilities:
Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies.
Communicates solutions to clients that are best suited for their financial needs.
Understands and accesses the full breadth of resources across the bank to benefit clients or prospects.
Develops and grows a book of business to meet and exceed pre-defined financial targets to measure their ability to progress to the next phase as an advisor.
Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds
We’ll help you:
Get training and one-on-one mentorship from managers who are invested in your success.
Build connections to grow your network and business.
Deliver advice through client reviews/presentations with confidence, including reviews of financial goals.
Learn about the full suite of financial solutions. Connect clients to solutions that are in their best interest.
What we offer:
Highly competitive commission structure designed to grow with you
Passive income opportunities and bonus programs
Fully paid insurance licensing
Flexible in-office schedules once you complete training!
Progressive advancement opportunities
Retirement savings program and more!
Requirements
Bachelor's degree in Finance, Business, or a related field.
Strong sales or communication skills.
Excellent interpersonal skills.
Proven ability to build and maintain client relationships.
Detail-oriented with strong analytical and problem-solving skills.
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Email Alert for Client Sales Executive jobs in Boston, MA, United States
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