Relationship-Focused Insurance Acquisition Specialist
Kathylwall
Kathy Wall State Farm Agency in Dallas, TX seeks an Acquisition Specialist to connect with prospective customers, build a strong pipeline, and educate clients on insurance options. You will engage via calls, emails, and community outreach, and work with a team to achieve growth goals. The role emphasizes relationship building, goal orientation, and ongoing development within a supportive agency environment. Licensing support is provided, with multiple compensation opportunities. #J-18808-Ljbffr Kathylwall
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$55k - $80k
Acquisition Specialist - State Farm Agent Team Member Full Time in Dallas - TX Benefits Health insurance Opportunity for advancement Paid time off 4... ...communicator who enjoys building relationships, creating opportunities... ...a supportive, customer-focused team that values trust,...Full time- If you are customer-focused, enjoy building relationships, and collaborating with a wide spectrum of partners to provide strategic financial advice... ...Banking, your role is to be the focal point of client acquisition and ongoing relationships. You will work both independently...Local areaFlexible hours
- ...seeking a Private Wealth Advisor to build and nurture client relationships while delivering customized wealth management strategies. Candidates... ...connectivity within a network. The ideal candidate is client-focused with exceptional relationship management skills. This position...
- ...Relationship Banker Frisco, Texas;Richardson, Texas; Plano, Texas; Dallas, Texas; Richardson... ...with a strong work ethic and intense focus on results, acting in the best interest... ...Investment products offered through MLPF&S and insurance and annuity products offered through...Work at officeFlexible hoursShift workWeekend workDay shift
- BankUnited in Dallas, TX seeks a Corporate Banking Relationship Manager to originate commercial loans and cross-sell BankUnited products to commercial accounts. You will analyze financial data, assess creditworthiness, and present loan requests above authority to the executive...Local area
- SUMMARY: A Corporate Banking Relationship Manager is responsible for originating commercial loans and for cross-selling BankUnited products to commercial accounts. Incumbents are expected to meet or exceed production goals. ESSENTIAL DUTIES AND RESPONSIBILITIES include...Interim roleLocal area
- ...industrial real estate in the U.S. to appoint a Senior Analyst focused on Acquisitions based in Dallas. This individual will support the... ...financial models to assess investment viabilityCultivate industry relationships and stay up to date with market activityAggregate and...Local areaRelocation
- Job Title & Specialty Area: IS Business Relationship Analyst - IT FinanceDepartment: IT Business OperationsLocation: Dallas, TXShift: 8:00 AM to 5:30 PMJob Type: Remote (Texas)Why Children's Health?At Children's Health, our mission is to Make Life Better for Children,...Remote work
- ...Relationship Banker Business Specialist At PNC, our people are our greatest differentiator and competitive... ...our employees to be: Customer Focused - Knowledgeable of the values and practices... ...; employee and spouse/child life insurance; short and long-term disability...Full timeTemporary workPart timeWork experience placementWork at office
- ...next level.As an Investment Specialist you are responsible for helping... ...strengthen existing client relationships through advisement on... ...Officers and Wealth Advisors Focus on qualified purchaser clients... ...preferred Series 7, 66 and Insurance licenses required for position...
- Texas Capital Bank is seeking a client-focused banking professional to establish, retain and deepen customer relationships through proactive relationship management and accurate banking transactions. You will uncover customer needs, refer them to the bank's solutions and...
$72k
...wealth management, investment management, insurance and risk management, and benefit plan... ...the Bank’s most complex commercial credit relationships, including multi-entity borrowers,... ...include close vision, and the ability to focus. The Company is an affirmative action, equal...Local area- Vista Bank is hiring a Relationship Banker I to build client relationships, educate customers on banking products and digital tools, and... ...opportunities for advancement based on performance. The position focuses on serving a diverse client base, partnering with business...
- ...highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.... ...effectively to get things done, building and nurturing strong relationships. Displays passion, commitment and drive to deliver an experience...Flexible hoursWeekend work
- ...bank's risk culture and strive for operational excellence Build relationships with clients to meet financial needs Follow established... ...highly motivated self‑starter with a strong work ethic and intense focus on results, acting in the best interest of the client...Flexible hoursShift workWeekend workDay shift
- ...is seeking an Associate Banker to deliver welcoming, solutions-focused service in a bustling branch. You will greet clients, guide... ...App, online banking, and ATM solutions, while building trusted relationships and delivering care with empathy and teamwork. This role emphasizes...
- ...POSITION SUMMARY: The Investment Consultant - Relationship Manager on a FA/PWA team is responsible for the development, maintenance, and oversight of relationships with new and existing clients. The Relationship Manager combines personal skills with all the resources...Full time
- ...Banking team. AVP, Small Business Banking Relationship Manager – Mohawk Valley The Small... ...to small business loan growth, deposit acquisition, treasury management services, and... ...perception, and the ability to adjust focus. WORK ENVIRONMENT: The work environment...
$90k - $115k
...currently pursuing strategic add-on acquisitions of leading portable... .... Build and maintain strong relationships with acquisition targets by... ...s degree in Business with a focus on finance or accounting 2–4... ...Health, dental, and vision insurance 401(k) with company match PTO...Permanent employmentFull timeCasual work$180.2k - $355.1k
...from current models to ones focused on outcomes for patients and... ...strategies for health plan and insurance clients Review and apply... ...build and sustain professional relationships Ability to lead projects or... ...products, mergers and acquisitions, or health care reform involving...Local areaVisa sponsorship$148.2k - $292.3k
...landscape and product types, focused on pricing, underwriting,... ...strategies for health plan and insurance clients Review and apply... ...build and sustain professional relationships Ability to lead projects or... ...insurance products, mergers and acquisitions, or health care reform...Local areaVisa sponsorship$170k - $350k
...communication. This role manages a senior analyst focused on competitive intelligence and plays... ...and non-deal roadshows.· Build strong relationships across Finance, Accounting, Corporate... ...to colleagues, including health insurance coverage, wellness program, life and disability...Full timeWork at officeRemote workWork from homeFlexible hours
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