Total 1,421 Sales Specialist job vacancies in Finance / Banking / Insurance category in The United States of America

About us Healius Limited is one of Australia's leading healthcare companies and is synonymous with quality, affordable and accessible healthcare for all Australians. We have an expansive network of pathology laboratories, collection centres and diagnostic imaging centres. Through this footprint and its 10,500 people, Healius provides specialty diagnostic services to consumers and their referring practitioners.   An opportunity is currently available for an experienced Insurance and Risk Specialist to join our Sydney team.   Responsibilities:

Assist in managing the overall group insurance program
Managing the annual insurance program renewal
Reporting to the Board, Audit Committee and Risk Committee (as appropriate)
Prepare insurance notifications to be submitted to insurance brokers
Ongoing management of Insurance claims and notification.
Provide responsive support to business units on day to day basis on insurance related queries.
Manage the Groups Medical

... Click here to view more detail / apply for Insurance & Risk Specialist

About the Client

The Client is a prestigious global bank and they are seeking individuals who are enthusiastic about the investment market to join their team of investment advisers to bring greater value to their clients.

About the job

• Work closely with relationship managers to understand clients investment needs & preferences and risk appetite, thereafter, providing sound recommendations and advisory.
• An ideal candidate should have a strong understanding of investment products such as UTs, Bonds, Equities & structured products.
• Keep up with market trends & news and provide timely updates to the relationship managers & clients.
• Work together with the team and contribute to the production of collaterals for internal and external stakeholders.
• Adhere to all company policies & regulations.

Skills and experience required

1. Minimum 5 years of relevant banking sales experience
2. Good communication & interpersonal skills
3. Good understanding of financial markets & investment instruments

If you're interested in the above role, click on the 'apply' function now! Alternatively, you can contact Claudia at claudiaw@morganmckinley.com or 68183141 for a confidential discussion.

Only shortlisted candidates will be responded to, therefore if you do not receive a response within 14 days please accept this as notification that you have not been shortlisted.

EA Licence No : 11C5502 | Registration No : R2199597

about the job

• Conduct financial needs analysis to understand customers' financial goals
• Provide financial product advisory to bank clients according to their needs
• Adhere to compliance and regulatory standards
• Engage in networking and marketing campaigns organised by the firm

skills and experience required

• Minimum Diploma required
• Minimum 1 year of wealth management / insurance sales
• Good effective communication skills

If you are interested in the role, click on the 'apply' function now! Alternatively, you may contact Claudia at 68183141 or claudiaw@morganmckinley.com for more information.

EA Licence No: 11C5502 | EAP Registration No: R2199597

As UAT Banking Operations Specialist you will be part of Avaloq’s banking operations division (BO). With our services we are the back office for more than 30 banks globally and ensure their processes run smoothly, compliantly, and efficiently. You will join the Client Onboarding & Offering Team under the division responsible for user-acceptance testing. You will also play a crucial role in ensuring the quality and reliability of the banking software, ACP. Your primary responsibility is to validate that the Avaloq Core Platform software upgrades meet back-office user requirements, are free from defects, and function as expected while working closely with business stakeholders, developers, and other members within Banking Operations to ensure a smooth UAT and transition into daily operations.

Your key tasks 

• Participate and execute User Acceptance Tests and Non-Regression Testing for new client onboarding projects and system upgrades
• Ensure test cases reflect intended functionality and workflow
• Identify and track defects while ensuring timely resolution
• Interact with different stakeholders, such as Back Office teams, Test & Release Management and IT to fix the issues experienced during the testing phase
• Improve the testing process efficiency, where possible
• During the non-testing phases, guarantee added contribution and support to the Back Office teams; execute the service tasks assigned by the Back Office teams on time, ensuring quality and adherence to internal processes, procedures, and SLAs agreed with clients.
• Work with internal and external stakeholders to further improve the customer satisfaction.

The Banking Specialist provides operational support to Sales & Trading teams on the processing, settlement and confirmation of OTC Derivatives transactions within agreed ASAPs and Client policies and procedures. The Asset classes include Equities, Interest Rates, Credit, Commodities and FX.

Your key tasks

• Timely and accurate validation and processing of OTC Equity and FX derivative products (Accumulators, Decumulators, Swaps, Dual Currency Investment, Structured Investment, FX related products).
• Matching trade details on dealing blotter, counterparty term-sheet / advice and verification of trades in trade capture system. 
• Following-up with relevant parties to resolve any trade exceptions / discrepancies.
• Prompt settlement of premium, and trade events e.g. knockout, expiry, exercise, periodic fixing, including posting of accounting entries and releasing of appropriate Swift messages (e.g. MT 202, 541 and 543).
• Ensuring that client trade confirmations are prepared and sent on a timely basis.
• Ensuring that counter trade confirmations are executed. Any outstanding confirmations are to be escalated per the escalation matrix and followed up for resolution.
• Investigating and resolving all outstanding break items in Securities and Nostro as well as Internal accounts.
• Handling all trade enquiries from both external and internal stakeholders.
• Updating EOD checklist to ensure completeness.
• Maintaining close working relationship with team members and cross function teams.
• Ensuring operational delivery covering OTC activities are within agreed SLAs, KRIs and / or KPIs.
• Escalation of any operational risks relating to OTC matters to Manager for mitigation / control solutions.
• Ensuring that the bank's procedures and controls are complied with to prevent losses or risks due to errors, omission or non-compliance.
• Ensuring that all trades alleged by counterparty in DTCC and Markitwire are affirmed on in a timely manner.
• Performing User Acceptance Testing as and when required.

The *HIGHEST* paying scheme for Insurance Agents / Financial Consultants.

Have you ever wanted to be an insurance agent to help impact lives positively & make good money whilst doing it.

Earn up to $5000 basic pay

+ Highest Commissions of up to 50% of what you closed

+ Free Sales Overseas Trip

+ Quarterly Bonus (Don’t need to wait a year)

How do the 50% commissions work. For example, if you close a client who is saving $500 monthly, $500 x 12 months = $6000. You get 50% which is $3000.

That's ONE case per MONTH.

That’s ALOT of money in this new scheme for Insurance Agents / Financial Consultants, ONLY available in our agency.

Salary: $5,000.00 - $9,000.00 per month

Responsibilities:

1. Customer Engagement:

- Build and maintain strong relationships with customers.

- Provide excellent customer service and address inquiries regarding financial products and services.

- Actively engage in cross-selling and upselling financial products to meet sales targets.

2. Product Knowledge:

- Stay updated on the bank's products and services.

- Effectively communicate product features and benefits to customers.

- Assist customers in selecting the right banking products to meet their financial needs.

3. Sales Targets:

- Achieve and exceed monthly sales targets.

- Identify opportunities for revenue generation and actively pursue them.

- Collaborate with team members to enhance overall sales performance.

4. Documentation and Processing:

- Assist customers in completing necessary documentation for various financial transactions.

- Ensure accuracy and compliance with financial regulations in all customer interactions.

- Process the forwarding of account openings, loan applications, and other financial transactions efficiently.

5. Compliance:

- Stay informed about and adhere to all relevant banking/ financial regulations and compliance standards.

- Ensure that all customer interactions and transactions comply with internal policies and external regulations.

6. Problem Resolution:

- Address and resolve customer issues and complaints in a timely and effective manner.

- Collaborate with other departments to resolve complex customer inquiries.

7. Team Collaboration:

- Work closely with team members to achieve overall goals.

- Participate in team meetings and contribute to a positive team environment.

8. Market Research:

- Stay informed about industry trends, market conditions, and competitor offerings.

- Provide feedback to management regarding customer preferences and market demands.

9. Training and Development:

- Participate in ongoing training programs to enhance product knowledge and sales skills.

- Share insights and best practices with team members to improve overall performance.

Qualifications:

- Local diploma or A Levels; bachelor's degree in business or related field is a plus.

- Strong interpersonal and communication skills.

- Knowledge of banking products and services.

- Ability to work in a target-driven environment.

- Attention to detail and strong organizational skills.

Benefits:

- Competitive salary and performance-based incentives.

- Health, and retirement benefits.

- Ongoing training and professional development opportunities.

- Opportunities for career advancement within the organization.

The *HIGHEST* paying scheme for Insurance Agents / Financial Consultants.

Have you ever wanted to be an insurance agent to help impact lives positively & make good money whilst doing it.

Earn up to $5000 basic pay

+ Highest Commissions of up to 50% of what you closed

+ Free Sales Overseas Trip

+ Quarterly Bonus (Don’t need to wait a year)

How do the 50% commissions work. For example, if you close a client who is saving $500 monthly, $500 x 12 months = $6000. You get 50% which is $3000.

That's ONE case per MONTH.

That’s ALOT of money in this new scheme for Insurance Agents / Financial Consultants, ONLY available in our agency.

Salary: $5,000.00 - $9,000.00 per month

The *HIGHEST* paying scheme for Insurance Agents / Financial Consultants.

Have you ever wanted to be an insurance agent to help impact lives positively & make good money whilst doing it.

Earn up to $5000 basic pay

+ Highest Commissions of up to 50% of what you closed

+ Free Sales Overseas Trip

+ Quarterly Bonus (Don’t need to wait a year)

How do the 50% commissions work. For example, if you close a client who is saving $500 monthly, $500 x 12 months = $6000. You get 50% which is $3000.

That's ONE case per MONTH.

That’s ALOT of money in this new scheme for Insurance Agents / Financial Consultants, ONLY available in our agency.

Salary: $5,000.00 - $9,000.00 per month

Fleet Insurance Account Handler
We're thrilled to present an exciting opportunity for an experienced and enthusiastic Fleet Insurance Account Handler to join our dynamic Commercial Fleet team within our Insurance Broking business. This role can be based either at our Manchester or Stoke office. As our business continues to thrive and expand, we're actively seeking an accomplished Fleet Account Handler to play a pivotal role in driving our success. If you're an Account Handler eager to elevate your career and contribute to a motivated team, this position is tailor-made for you. Responsibilities:

• Provide exceptional service to maintain and cultivate relationships with both new and existing clients.
• Collaborate with clients throughout the entire insurance cycle, from New Business to Servicing and Policy Renewals.
• Leverage our insurance expertise and market knowledge to meet the unique demands and needs of our customers effectively.

Required Skills:

• ✅ Minimum 2 years of experience in Fleet/Commercial Insurance.
• ✅ Genuine desire to enhance team and individual performance.
• ✅ Excellent interpersonal skills for building strong relationships with internal and external stakeholders.
• ✅ Meticulous attention to detail.
• ✅ Ability to work independently while contributing effectively within a collaborative, customer-focused environment.
• ✅ Proficiency in PC skills, including Microsoft Office.
• ✅ Strong organisational abilities.

Desirable Skills:

• Experience of writing and servicing fleet insurance using various insurer portals.
• Attention to detail and prior experience creating risk presentations for internal and external audiences.
• Solid understanding of FCA regulations applicable to Insurance Intermediaries.
• Aspiration to develop and work towards CII certification.

We Offer:

• £24K - £30K DOE £50K OTE
• Outstanding facilities at our vibrant central Manchester office or our Stoke location.
• Opportunities for career growth and advancement.
• An inclusive workspace culture within our growing business.
• ☕ Complimentary drinks and breakfast in our kitchen.
• Enjoy a game of pool or table tennis in our breakout area.
• Regular staff events.

As a top 100 broker, we have ambitious plans for the future. We're looking for individuals who share our drive and determination. There's ample room for you to shape your role within the business.

Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk

Exciting Career Opportunity for Sales Professionals
£24,000 to £30,000 OTE £40,000
If you're a sales professional seeking growth and advancement, joining this expanding organisation is an exciting opportunity. Prioritise personal development, and continuously acquire new skills to propel your career forward.
What's on offer:

• £24,000 to £30,000 OTE £40,000
• A vibrant and collaborative office environment where success is celebrated.
• Competitive salary with an uncapped bonus structure.
• Tremendous growth potential as we continue to expand
• Inclusive Culture: Our workspace fosters inclusivity and embraces diversity.
• Complimentary Drinks and Breakfast: Start your day right with free drinks and breakfast available in our kitchen.
• Fun and Incentives: Engage in games and exciting incentives within our lively sales office.
• Staff Events: Regular events bring our team together for camaraderie and enjoyment.
• Chill Environment: Experience a relaxed and comfortable office atmosphere.

Join us and be part of something great!


What you need to bring:

• Motivation: A strong drive to excel and achieve financial success.
• Ambition: A desire to go beyond the ordinary and reach new heights.
• Results-Oriented Mindset: Focused on achieving tangible outcomes.
• Resilience: The ability to bounce back from setbacks and stay determined.
• Adaptability: Willingness to learn and adapt to changing circumstances.

With these attributes, you're well on your way to success!

As a regulated company, we adhere to the guidelines set forth by the Financial Conduct Authority (FCA). These guidelines emphasise the importance of maintaining a team of individuals who uphold good repute.
Here are the key aspects we consider:

• Criminal Record: We ensure that all management personnel and staff involved in insurance distribution activities have a clean criminal record. Serious criminal offences related to property crimes or financial activities are taken into account.
• Bankruptcy History: We assess whether an individual has previously been declared bankrupt.
• Offences of Dishonesty and Fraud: Special attention is given to offences related to dishonesty, fraud, and financial crimes. This includes violations under legislation governing banking, financial services, companies, insurance, and consumer protection.

Our commitment to integrity and compliance ensures that our team operates with the highest ethical standards.

Take the next step in your career TODAY!
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.

Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk

A leading player in the insurance industry, is looking for  dynamic and motivated Insurance Sales Agents to join our growing team. As a part  of our team, you will play a crucial role in connecting our clients with insurance policies that meet their needs, helping them secure their future and that of their 
loved ones.

Key Responsibilities:

• Sales and Customer Acquisition: Reach out to potential clients through tele-sales activities to promote and sell Insurance products, ensuring monthly sales targets are met or exceeded.
• Targets- Achieve their Weekly sales and revenue targets.
• Client Consultation: Provide expert advice to clients on selecting the most suitable  insurance policies based on their needs, lifestyle, and financial situation.
• Policy Administration: Guide clients through the application process, ensuring all information is accurate and all requirements are met.
• Customer Service: Maintain strong relationships with clients, offering support and assistance with policy inquiries, changes, and claims.
• Market Awareness: Stay informed on market trends and new products to provide up-to-date solutions to clients.
• Compliance and Ethics: Ensure all sales activities comply with legal and regulatory requirements and uphold the highest ethical standards.

17th April, 2024
WHO ARE WE? Guma Warnii Resources is a Privately Owned Recruitment Agency, servicing Tier 1 Clients across the Mining Industry in WA. We have grown rapidly, and feel that our Labour team of 180 strong employees represent our family, all working together as one. When you join us, you are not just a number, but a crucial member and we rely on you to represent us and our organisation with pride. ABOUT THE ROLE: Our Client, a Tier 1 Iron Ore Producer based in the Pilbara, is seeking an experienced Water Specialist Engineer to work closely with Principal Managers on rolling out multiple Water Storage projects across the business.  Working within a team and driving environmental change; this role will have a Project orientation. This is a role for someone who has a strong interest in water conservation, loves to manage projects while using their
... Click here to view more detail / apply for Water Banking Delivery Specialist

We are looking for new team members to join the Indigenous Customer Assistance Line (ICAL).
ICAL is open from AEST 9am - 8pm Monday - Friday and 8am - 2pm on Saturday. Your shifts can be any time within those hours

This role is working from home with one day a fortnight in an office.  

The role is available in all states

We are open during Public Holidays. We will have our team work those days on a rotating basis.

About the team
Our Indigenous Customer Assistance Line (ICAL) is the first of its type for banking in Australia. Our team was developed to provide a relevant banking service for our remote Indigenous customers in Far North QLD and surrounding islands, NT, WA & far North SA to assist them with managing their money.

ICAL is run by a dedicated team that can respond to specific needs of our ... Click here to view more detail / apply for Indigenous Banking Specialist

How will you make an impact?
Are you passionate about making a positive impact to our members dignified retirement?
As an Investment Valuations Specialist, you'll play a crucial role in safeguarding the accuracy and reliability of asset valuations within Hostplus. Your expertise will directly contribute to the confidence our members have in their retirement investments, ensuring they receive the returns they deserve. 
The opportunity
Join us in the heart of investment operations, where you'll collaborate with top-tier teams to administer and analyze our investment portfolio. As part of our Investment Operations and Implementation department, you'll have the chance to implement and refine valuation governance frameworks, ensuring compliance with regulatory standards. This role offers a unique opportunity to make a tangible impact on the financial well-being of our members. 
About you
We're seeking a detail-oriented individual with a deep understanding of valuation principles and ... Click here to view more detail / apply for Investment Valuations Specialist