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Wealth & Investment Strategy Manager
Huntington
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Columbus Metropolitan Area, OH
Description Summary: The Wealth & Investment Strategy Manager manages "strategies" of stocks, bonds, funds or a combination ... Writing research report Communicating to internal sales and support teams across the Private Bank and HFA Provides ... - May 13
Client Service Associate - Kindred Wealth Partners
Kestra Financial Independent Advisor
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Columbus, OH
... follow through to completion utilizing paperless procedures (including eSignature) where available Deposit checks received and maintain check blotter in adherence to compliance guidelines Maintain client information in CRM database Manage and update ... - Apr 14
Medical OEM Sales Executive
889 Global Solutions
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Columbus, OH, 43212
... Budgeting and Forecasting: Experience in creating and managing sales budgets, as well as forecasting sales targets. CRM System Proficiency: Familiarity with Customer Relationship Management (CRM) software for tracking sales activities and managing ... - Apr 14
Territory Sales Manager
Republic Brands
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Columbus, OH, 43224
... This family-owned, founder-led company markets a broad range of products through its extensive distribution and sales ... § Demonstrates ability to utilize various technology applications including PowerPoint, Excel, Word, and proprietary CRM and ... - Apr 28
Client Service Associate - Kindred Wealth Partners
Kestra Financial Independent Advisor
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Columbus, OH
... follow through to completion utilizing paperless procedures (including eSignature) where available Deposit checks received and maintain check blotter in adherence to compliance guidelines Maintain client information in CRM database Manage and update ... - May 12
Entry Level Sales Representative
United Spearhead Management
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Columbus, OH
... agreed upon sales targets by the deadline Resolve customer inquiries and complaints Create sales material to present to customers Qualifications: Previous experience in sales, customer service, or other related fields Familiarity with CRM platforms ... - Apr 22
Territory Sales Manager
Rinnai America Corporation
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Columbus, OH, 43224
... • Build and execute presentation data needed to move Builders and Plumbers from tanks to tankless • Maintain appropriate contact with distributors and sales outlets to support supply chain • Utilize CRM to manage all sales funnel activities. • ... - Apr 28
Territory Sales Representative
IGS
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Hilliard, OH, 43026
... With cutting-edge CRM technology at your fingertips, you'll keep detailed records of your sales activities, allowing for efficient tracking and analysis of your progress. Plus, you'll foster collaborative relationships with fellow sales reps, ... - May 09
Sales Manager
PERRY proTECH
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Columbus, OH
... Collect and maintain records of customer communications and contact information Manage sales activity and grow market share using customer relationship management (CRM) software Identify emerging markets to discover new business opportunities Create ... - May 03
Wealth Management Advisor I
Fifth Third Bank
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Columbus, OH
... complexity for Private Bank clients by challenging and collaborating with them to articulate and achieve their wealth goals. ... Demonstrates proficiency in the utilization of consultative and advice driven sales; manages execution of client service ... - May 07