Financial Sales/Service Consultant Jobs in San Jose, CA | Glassdoor
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Financial Sales/Service Consultant Jobs in San Jose, CA

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  • 3.3
    KeyPoint Credit Union – San Jose, CA
    Est. Salary $34k-$48k
    27 days ago 27d
    membership. Consistently deliver a high level of service with a consultative approach earning high marks in net promoter scores… Job Summary: The Financial Service Representative II is expected to support growth and retention efforts by acquiring new relationships…
  • 3.0
    CenturyLink – San Jose, CA
    1 days ago 20hr
    perform account planning and positioning for Financial Accounts in the Financial Sales Unit Responsible for setting quota, realigning… 6-8 sales executives in Financial accounts. Manage active learning plans and facilitate daily, monthly and yearly sales results…
  • 3.5
    Trianz – San Jose, CA
    Est. Salary $107k-$141k
    4 days ago 4d
    Experience in the High Tech industry is desirable. Prior Big 5 consulting experience preferred. Location: San Jose, CA We are… their ecosystem as a whole. The cost of misses is not financial alone but a lost window of opportunity. So getting things right the…
  • 3.1
    ICMA RC – San Jose, CA
    6 days ago 6d
    relationship in an authoritative or decision making role, consultants and other stakeholders), and maintain strong client satisfaction… State CA Description Reach Your Peak with ICMA-RC, a FINANCIAL SERVICES LEADER in public sector employee retirement products…
  • 3.3
    FedEx Office – San Jose, CA
    Est. Salary $29k-$41k
    Today 6hr
    waste Completes required financial paperwork and may assist with financial reporting including daily sales, close-outs and bank deposits… documents, media, and packages Processes financial transactions using a Point of Sale terminal (POS),including handling cash and…
  • 3.4
    IBM – San Jose, CA
    Est. Salary $84k-$122k
    1 days ago 13hr
    products with minimal supervision. Apply knowledge of consulting methodologies, key technologies, engagement support tools… the engagement team and from other functions. Consulting Skills Is able to articulate and compare alternative…
  • 3.2
    Allied Building Products, Corp. – San Jose, CA
    11 days ago 11d
    the deal, this may be the job for you! As an Inside Sales Consultant, you will develop and maintain face-to-face relationships… Outside Sales personnel Perform other duties as assigned Requirements Previous front-line customer service experience…
  • 2.0
    Alexander Ash – San Jose, CA
    30+ days ago 30d+
    Financial Consultants are responsible and accountable for building productive relationships with firms Mass Affluent investor… branch as well as outbound phone sale opportunities Requirements: 5 + years of direct sales experience working with high net…
  • 2.6
    AutoNation – San Jose, CA
    1 days ago 19hr
    interacts daily with Customers, Sales Managers, other Sales Associates, Financial Services Managers and Service Associates, just to name… targeted sales goals Gaining superior product knowledge to effectively help Customers Transition Customers to the Service Department…
  • 3.5
    Trianz – San Jose, CA
    Est. Salary $69k-$109k
    12 days ago 12d
    understanding of Fortune 1000 organizations. Prior Big 4 Consulting experience preferred. Location: San Jose, CA We are… their ecosystem as a whole. The cost of misses is not financial alone but a lost window of opportunity. So getting things right the…
  • 2.6
    Sears – San Jose, CA
    Est. Salary $32k-$45k
    1 days ago 20hr
    associates. Acts as a role model by generating sales through the use of approved consultative selling practices to deliver exceptional… monthly shop goals; which include financial and customer experience metrics. Assists the Sales Leader with setting and prioritizing…
  • 2.9
    Autoland – San Jose, CA
    EASY APPLY
    18 days ago 18d
    be provided the tools to achieve your financial and personal goals. As a sales consultant you will negotiate on behalf of your… periodically to Regional Sales Meetings and Semi-Annual Corporate meetings. Requirements: 5+ year’s sales experience, preferably…
  • 5.0
    Signifyd – San Jose, CA
    Est. Salary $99k-$136k
    27 days ago 27d
    , Signifyds financial guarantee protecting online retailers in case of chargebacks, is supported by a full-service cloud platform… position as the Director of Risk Consulting at Signifyd. As a Director of Risk Consulting you will manage risk performance…
  • 3.7
    Best Buy – San Jose, CA
    6 days ago 6d
    objectives, and overall financial performance goals. What are the Professional Requirements of a Sales Consultant? Basic Qualifications… What does a Sales Consultant do? The Sales Consultant ensures Best Buy delivers a world-class customer experience as THE destination…
  • 3.9
    Fidelity – San Jose, CA
    8 days ago 8d
    Financial Consultant - San Jose, CA (Campbell, CA) - 1705571 With your superior… opportunity employer. Job : Financial Sales Primary Location : US-CA-San Jose - Investor…
  • 3.7
    Best Buy – San Jose, CA
    4 days ago 4d
    objectives, and overall financial performance goals. What are the Professional Requirements of a Sales Consultant? Basic Qualifications… What does a Sales Consultant do? The Sales Consultant ensures Best Buy delivers a world-class customer experience as THE destination…
  • 3.4
    IBM – San Jose, CA
    Est. Salary $76k-$117k
    14 days ago 14d
    and Cognitive Process service line is looking for an experienced Life/Group Insurance Strategy Consultant. You should understand… Full-Time ERBP At least 3 years of experience in prior consulting role servicing Life and Group Insurance clients. At least 3 years…
  • 2.9
    Autoland – San Jose, CA
    7 days ago 7d
    provided the tools to achieve your financial and personal goals. As a sales consultant you will negotiate on behalf of your… SALES CONSULTANT This is a commission based sales position with a monthly guarantee. Compensation up to $70,000+ based…
  • 3.6
    Charles Schwab – Cupertino, CA
    11 days ago 11d
    to meet their financial needs. In partnership with the Sr. Financial Consultant (FC), the Financial Consultant Assistant will… Business Development and Sales-2-5 yrs, Customer Service-2-5 yrs, Brokerage Operations-2-5 yrs, Financial Services-2-5 yrs Position…
  • 2.6
    Oldcastle – San Jose, CA
    21 days ago 21d
    Palo Alto Job Segment: Sales Consultant, Outside Sales, Supply, Inside Sales, Sales, Operations Apply… » Inside Sales Consultant - San Jose, CA Location: San Jose, CA, US…
  • 3.6
    Charles Schwab – Sunnyvale, CA
    11 days ago 11d
    AMBITION CAN TAKE YOU TO A BETTER PLACE. As a Schwab Financial Consultant, you’ll need an entrepreneurial spirit and a passion… you may be ready for a career worth owning. Schwab Financial Consultants: Are launched with a practice of existing Schwab…
  • 3.7
    Best Buy – San Jose, CA
    6 days ago 6d
    objectives, and overall financial performance goals. What are the Professional Requirements of a Sales Consultant? Basic Qualifications… What does a Sales Consultant do? The Sales Consultant ensures Best Buy delivers a world-class customer experience as THE destination…
  • 3.6
    TD Ameritrade – Cupertino, CA
    5 days ago 5d
    Responsibilities: Meet and/or exceed the TDA Senior Financial Consultant Sales Performance Minimums on both a quarterly and annual… products and services best suited to meet their financial goals. Senior Financial Consultants are expected to have a strong results oriented…
  • 3.7
    Hedge Trackers – San Jose, CA
    Est. Salary $97k-$125k
    1 days ago 14hr
    centered in a combination of both consulting and technology so our clients get the unique service level that sets us apart from our… product. The teams drive the delivery of company’s flagship financial SaaS product. This position provides the opportunity to positively…
  • 3.4
    PHH Corp – San Jose, CA
    25 days ago 25d
    may be substituted for outside sales originations experience o Minimum of 5 years of financial services related experiences may… , and programs in his/her assigned real estate offices • Consults with customers about their current and future needs to help…
  • 3.4
    Comerica – San Jose, CA
    1 days ago 18hr
    Training new lenders on the overall floor plan audit product. Consult with the Loan Group regarding irregular audit results, changes… accredited university. 2 years of experience in banking or financial services industry. Knowledge of personal computer and communication…
  • 3.5
    Global Resources – San Jose, CA
    Est. Salary $62k-$106k
    7 days ago 7d
    into the implementation phase utilizing the resources of our Consulting Services Division. Bachelors Degree (minimum) preferred… Analyze small to medium-sized businesses Determine the financial impact of ownership decision-making, Analyze corporate structure…
  • 3.4
    IBM – San Jose, CA
    5 days ago 5d
    following: Successfully leading strategic consulting sales pursuits independently Leading a sales team through deal progression and signing… Role ( Job Role ) Strategy Consultant State / Province MULTIPLE Primary job category Consultant Contract type Regular Employment…
  • 4.6
    Virtual Financial Group – San Jose, CA
    Est. Salary $37k-$63k
    22 days ago 22d
    North America Virtually. Financial Consultants create customized plans using our proprietary Financial Needs Analysis "FNA" Software… manager & consultant, during which you will gather pertinent information and educate clients about fundamental financial issues…
  • 4.9
    PayJunction – Santa Clara, CA
    1 days ago 22hr
    would benefit from our product and services and use a consultative selling approach to make sure that we meet the customer's needs… self-starter and driven to succeed Prior sales experience required Prior B2B sales experience a plus Prospecting experience…
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