Financial Sales Techniques Jobs in Charlotte, NC

First Citizens Bank - Charlotte, North Carolina

opportunity. Responsibilities: Sales - Promotes investment products and services through a variety of sales techniques. Utilizes a personalized planning based sales approach to understand client's goals

from: resume-library.com - 4 days ago

TalentBridge - Charlotte, North Carolina

. Collaborate with cross-functional teams (e.g., Sales, Marketing, Operations) to translate financial data into actionable insights. Qualifications: Bachelor's degree in Finance, Accounting, or a related field

from: resume-library.com - 8 days ago

FIG Talent Solutions - Cornelius, NC, United States

communications and culture Leadership skills and techniques Real estate Processes – sales process, tasks delegation, client review process, clients onboarding process, financial planning, CRM usage, phones, filing

from: linkedin.com - 6 days ago

WEINIG HOLZ-HER USA - Mooresville, NC, United States

experience required. Minimum of ten (10) years of experience in a Sales, Operational or Service Management role. Strong understanding of sales principles, techniques, and methodologies, with the ability

from: linkedin.com - 5 days ago