Workplace Benefits Solutions – Corporate Market jobs at Bank Of America in United States, Phoenix
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Company (1)
Job type
Job categories
Job title (1)
United States
State
Phoenix
15 jobs found
17.11.2024
BOA
Bank Of America Workplace Benefits Solutions – Corporate Market United States, Arizona, Phoenix
10 years of Retirement or Benefits experience; of which five or more years should be sales related. Required comprehensive knowledge of the retirement and/or employee benefits business and superior sales...
Recommends financial advice and guidance that align with client financial goals and needs. Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank....
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...
Learns how to provide tailored and personalized advice to clients through reviews and presentations, including partnering with management to assess financial goals and recommending investment advisory strategies. Understands client solutions...
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...
Answers phone calls within service levels. Provide a thorough level of service using Art of Language techniques to ensure a positive client experience. Engages clients by initiating conversation, building rapport,...
Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed...
10 years of Retirement or Benefits experience; of which five or more years should be sales related. Required comprehensive knowledge of the retirement and/or employee benefits business and superior sales...
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