3 outside insurance sales consultant jobs found

Location: 1063 Riverdale Street - West Springfield, Massachusetts 01089 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable assets. The PCB helps new and existing clients achieve confidence in their financial wellness by assessing their financial needs, gathering and documenting client data, and offering appropriate products and services. PCBs identify products and services to meet client needs and refer to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their...

Reporting to the Service Owner, CRM Consulting Services, the Salesforce CRP Tech Lead will be responsible for the development and functional expansion of the Catalog, Registration, and Payment (CRP) module of Harvard’s Learning Experience Platform (LXP). The LXP has been created to allow groups across Harvard to deliver best-of-breed online education programs. The Salesforce-based CRP module is intended to be a central service, integrated with the LXP, to allow Harvard groups that do not have their own registration and payment system to offer their LXP courses for sale, direct to individual customers or through business-to-business contracts.  The CRP recently launched with a baseline set of functionality to allow individual purchases of a core set of online courses. Even in that MVP form, the CRP ecosystem includes Salesforce Service Cloud for customer support, Experience Cloud for customer-facing functions such as registration, Certinia (FinancialForce) for financial management,...

Location: 10 Broad Street - Westfield, Massachusetts 01085 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable assets. The PCB helps new and existing clients achieve confidence in their financial wellness by assessing their financial needs, gathering and documenting client data, and offering appropriate products and services. PCBs identify products and services to meet client needs and refer to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial...