Client Advisor
4 weeks ago
Job Description
Duties and Responsibilities:
* Respond to internet inquiries with courtesy, accuracy and professionalism
* Promptly and accurately enter all customer inquiry data into the CRM.
* Generate sales appointments
* Conduct phone surveys to assess customer preferences and quality of experience
* Effectively utilize lead management tools
* Compile all necessary reports, forms and other documentation on a timely basis
* Perform other job-related duties as assigned
* Exhibit ethical behavior, provide the highest degree of customer satisfaction and be honest in all aspects of dealing with customers
(The Sales Representative Position has a Pay Scale consisting of the following elements and ranges. The position may also pay commission compensation which is based on the value or amount of closed sales achieved from $0.00 (if no sales are made) without any upper limit other than sales performance. The position also may also pay a production bonus based on individual or team performance that may range from $0.00 (if baseline benchmarks are not met) without any fixed upper limit.)
-
Client Advisor
4 weeks ago
Brentwood, United States Sonic Automotive Full timeDuties and Responsibilities: - Respond to internet inquiries with courtesy, accuracy and professionalism - Promptly and accurately enter all customer inquiry data into the CRM. - Generate sales appointments - Conduct phone surveys to assess customer Client Advisor, Sales Representative, Advisor, Automotive, Banking
-
Commercial Banking Client Advisor
1 week ago
Brentwood, United States Oakworth Capital Bank Full timeOakworth Capital Bank is growing and has an excellent opportunity for someone to join our team in Brentwood, TN! We are looking for a fulltime Commercial Client Advisor that will play a vital role in helping grow the business, as well as supporting our current & future clients. An ideal candidate would meet the qualifications listed below, and more...
-
Financial Advisor
2 weeks ago
Brentwood, United States Shoemaker Financial Full timeShoemaker Financial is a comprehensive financial services firm that provides customized solutions to assist clients in reaching their goals. Advisors will assess clients' needs, develop strategies to help them achieve their goals, and implement those recommendations by offering the appropriate solutions. Financial Advisors receive: Comprehensive training...
-
Financial Advisor
4 weeks ago
Brentwood, United States Shoemaker Financial Full timeShoemaker Financial is a comprehensive financial services firm that provides customized solutions to assist clients in reaching their goals. Advisors will assess clients' needs, develop strategies to help them achieve their goals, and implement those recommendations by offering the appropriate solutions. Financial Advisors receive: Comprehensive training...
-
Financial Advisor
1 month ago
Brentwood, United States Shoemaker Financial Full timeShoemaker Financial is a comprehensive financial services firm that provides customized solutions to assist clients in reaching their goals. Advisors will assess clients' needs, develop strategies to help them achieve their goals, and implement those recommendations by offering the appropriate solutions. Financial Advisors receive: Comprehensive training...
-
Client Services Associate
23 hours ago
Brentwood, United States SageSpring Wealth Partners Full timeClient Services Associate-Top Employer/Award-winning Culture/Full Benefits If you are eager to help people achieve their life's goals, passionate about your community, and want to work at a company with a strong, healthy work culture, we want to meet you! SageSpring Wealth Partners is seeking an exceptional client services professional to support...
-
Financial Advisor, Franklin or Nashville
1 day ago
Brentwood, United States First Horizon Advisors, Inc. Full timeLocation: On site in Brentwood, TN or Nashville, TN. SummaryIf you are good at managing money and often get asked to help others do so, a Financial Advisor position may be a good fit for you. Taking on the role of a Financial Advisor provides a range of opportunities not widely available in many career fields. You’ll be working with our First Horizon...
-
Financial Advisor, Franklin or Nashville
2 days ago
Brentwood, United States First Horizon Full timeLocation: On site in Brentwood, TN or Nashville, TN. Summary If you are good at managing money and often get asked to help others do so, a Financial Advisor position may be a good fit for you. Taking on the role of a Financial Advisor provides a range of opportunities not widely available in many career fields. You'll be working with our First Horizon...
-
Financial Advisor, Franklin or Nashville
2 days ago
Brentwood, United States First Horizon Advisors, Inc. Full timeLocation: On site in Brentwood, TN or Nashville, TN. SummaryIf you are good at managing money and often get asked to help others do so, a Financial Advisor position may be a good fit for you. Taking on the role of a Financial Advisor provides a range of opportunities not widely available in many career fields. You’ll be working with our First Horizon...
-
Client Service Associate
15 hours ago
Brentwood, United States Ronald Blue & Co Full timeJob Type Full-timeDescriptionThe Client Service Associate provides administrative support to Team Members and clients by performing a variety of complex duties in the areas of client service, financial planning, investment management, office administration and/or accounting to support Financial Advisors and Financial Planners in serving and assisting clients...
-
Client Service Associate
1 day ago
Brentwood, United States Ronald Blue & Co Full timeJob Type Full-time Description The Client Service Associate provides administrative support to Team Members and clients by performing a variety of complex duties in the areas of client service, financial planning, investment management, office administration and/or accounting to support Financial Advisors and Financial Planners in serving and assisting...
-
Client Service Associate
15 hours ago
Brentwood, United States Ronald Blue Trust Full timeJob Type Full-timeDescriptionThe Client Service Associate provides administrative support to Team Members and clients by performing a variety of complex duties in the areas of client service, financial planning, investment management, office administration and/or accounting to support Financial Advisors and Financial Planners in serving and assisting clients...
-
Client Advisor- BMW OF NASHVILLE
2 weeks ago
Brentwood, United States Sonic Automotive Full timeCompany Description At BMW OF NASHVILLE, a Sonic Automotive family dealership, you'll find the opportunities, resources, and support you need to grow and develop professionally. Our 100+ dealerships are concerned with more than moving inventory; they're committed to your success and invested in your future. So read on, and consider a rewarding career with...
-
Client Advisor BMW OF NASHVILLE
3 days ago
Brentwood, United States Sonic Automotive Full timeJob Description Duties and Responsibilities: · Respond to internet inquiries with courtesy, accuracy and professionalism · Promptly and accurately enter all customer inquiry data into the CRM. · Generate sales appointments · Conduct phone surveys to assess customer preferences and quality of experience · Effectively utilize lead management tools ·...
-
Financial Planner
2 weeks ago
Brentwood, United States Shoemaker Financial Full timeJob DescriptionJob DescriptionShoemaker Financial is seeking a highly motivated, detail-oriented, and sales-minded Certified Financial Planner to join our team. The ideal candidate possesses a passion for creating financial plans tailored to clients’ unique needs and goals. Additionally, candidates will possess a strong understanding of financial planning...
-
Full-Time Beauty Lead Advisor
11 hours ago
BRENTWOOD, United States KOHLS Full timeKEY ACCOUNTABILITIES Builds strong Client loyalty and drives sales through hospitality mentality. Influences Clients by identifying their needs and suggesting products to drive sales. Identifies the opportunity to upsell products and services. Provides credibility to the Client through their knowledge of products and beauty trends. Inspires Clients through...
-
Human Resources Business Partner
4 days ago
Brentwood, United States Ardent Health Full timeOverview: Ardent Health Services is a leading provider of healthcare in communities across the country. Through its subsidiaries, Ardent owns and operates nearly 200 sites of care and 30 hospitals across six states. Together, our 24,000 employees and 1,200 employed providers touch more than 10,000 lives each day. With six Ardent entities earning recognition...
-
Remote insurance agent
1 week ago
Brentwood, United States Chosen Ones Full timeFULLY REMOTE- FT & PT INDEPENDENT ROLES AVAILABLE. LOOKING TO FILL TRAINING CLASS FOR APRIL. PAID TRAINING BONUSES AVAILABLE! Company Background Founded in 1977, Primerica is the largest financial service marketing organization in North America. With more than 4 million lives insured, our mission is to help families earn more income and become properly...
-
Remote insurance agent
1 week ago
Brentwood, United States Chosen Ones Full timeJob DescriptionJob DescriptionFULLY REMOTE- FT & PT INDEPENDENT ROLES AVAILABLE. LOOKING TO FILL TRAINING CLASS FOR APRIL. PAID TRAINING BONUSES AVAILABLE!Company BackgroundFounded in 1977, Primerica is the largest financial service marketing organization in North America. With more than 4 million lives insured, our mission is to help families earn more...
-
Sales Executive, Healthcare Technology
1 day ago
Brentwood, United States TRC Worldwide Engineering Full timeSales Executive, Healthcare Technology TRC Technologies is seeking a dynamic Sales Executive to join our innovative teamin Brentwood, TN . This critical role is responsible for driving business development and securing new accounts within the healthcare services industry. What You’ll Do Utilize your proven track record of consistently achieving or...