SEI Blog

Position Open for Marketing Director in Houston, Texas

The Sharpe Group, Bank of America Merrill Lynch, Global Wealth Management

 

DESCRIPTION

The Sharpe Group helps families, executives, and business owners handle the opportunities and challenges that come with preserving and growing wealth. Whether wealth creation, preservation, or transfer, the Sharpe Group offers strategies to help fulfill clients’ objectives. Supported by the global resources of Merrill Lynch, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.

We offer clients a breadth of strategies, premier customer service and financial tools based on their unique circumstances. No matter what your goals may be, we begin by defining and prioritizing your financial goals based on the following seven areas:

• Health: Managing healthcare expenses, now and in the future
• Home: Upsizing, downsizing, remodeling or buying a vacation home
• Family: Taking care of your family and other people in your life
• Leisure: Spending your free time in meaningful ways
• Giving: Volunteering, mentoring others and giving to charities
• Work: Working in retirement, selling or starting a business
• Finance: Bringing it all together and defining your financial goals

We’ll also draw on our industry knowledge and experience to make recommendations for strategies around the following:

• Credit and banking needs through Bank of America
• Risk management
• Trust and estate planning services
• Investment management

We offer clients a breadth of strategies, premier customer service and financial tools based on their unique circumstances. No matter what your goals may be, we begin by defining and prioritizing your financial goals based on the following seven areas:

• Health: Managing healthcare expenses, now and in the future
• Home: Upsizing, downsizing, remodeling or buying a vacation home
• Family: Taking care of your family and other people in your life
• Leisure: Spending your free time in meaningful ways
• Giving: Volunteering, mentoring others and giving to charities
• Work: Working in retirement, selling or starting a business
• Finance: Bringing it all together and defining your financial goals

We’ll also draw on our industry knowledge and experience to make recommendations for strategies around the following:

• Credit and banking needs through Bank of America
• Risk management
• Trust and estate planning services
• Investment management

We offer clients a breadth of strategies, premier customer service and financial tools based on their unique circumstances. No matter what your goals may be, we begin by defining and prioritizing your financial goals based on the following seven areas:

• Health: Managing healthcare expenses, now and in the future
• Home: Upsizing, downsizing, remodeling or buying a vacation home
• Family: Taking care of your family and other people in your life
• Leisure: Spending your free time in meaningful ways
• Giving: Volunteering, mentoring others and giving to charities
• Work: Working in retirement, selling or starting a business
• Finance: Bringing it all together and defining your financial goals

We’ll also draw on our industry knowledge and experience to make recommendations for strategies around the following:

• Credit and banking needs through Bank of America
• Risk management
• Trust and estate planning services
• Investment management

We specialize in a breadth of strategies, premier customer service, and financial tools. We draw our industry knowledge and experience to create strategies about the following:

• Investment planning and management
• Trust and estate planning services
• Risk management
• Credit and banking needs through Bank of America

To learn about the Sharpe Group and team bios, visit this link.

QUALIFICATIONS

• Undergraduate degree preferred, minimum of 1+ years professional or relevant internship experience required.
• Series 7 & 63/65 or 66 registration preferred; if hired without licenses, depending on the needs of the business, you may be required to obtain registrations.
• Knowledge of investment and banking products, policies, & procedures is required.
• Strong client service & technical skills (MS Word & Excel).
• Strong communication, time management, and organizational skills are required.

HOURS

• Part-time at 19 hours per week or
• Full-time at 37.5 hours per week

Email your resume to Gorana Komazec-Tosic at gorana.tosic@ml.com, and apply online at Career Site – Bank of America Merrill Lynch under Requisition # 17050602 Client Associate – Houston (Part-time).

 

We currently have an opening for an Internship in our Corporate Alliances department located in Houston, TX. This position is responsible for supporting all aspects of the Corporate Alliances department including, but not limited to: reporting, data collection, marketing collateral distribution, and field communication.

 

ABOUT SCI

Service Corporation International (SCI) is North America’s leading provider of deathcare products and services. We have 24,000 dedicated employees who provide the finest funeral, cremation, and cemetery services to hundreds of thousands of families each year.

 

RESPONSIBILITIES 

Provide support in all aspects of Affinity Program Management including but not limited to:

• Support team by conducting analytics and reporting results on a bi-weekly basis.
• Gathering data and other information from a variety of internal and external sources.
• In spreadsheet format, track Dignity Memorial location activity with various partners.
• Assist in launching new and existing programs in various markets throughout the company.
• Communicate with internal and external customers.
• Update and create the point of contact report for Dignity Memorial locations and various partners.
• Strengthen the department’s internal and field relationship by coordinating the distribution of market promotional items and assisting with the direct mail activity.

EDUCATION

• Junior or Senior, currently working towards a bachelor’s degree in business, arts, or sciences
• Working towards a graduate degree is preferred

EXPERIENCE

• One year of progressive experience in a corporate business environment
• Administrative experience
• Experience with Access and Excel

SKILLS & ABILITIES

• Strong analytical and reporting skills
• Exceptional knowledge of MS Office; specifically Word, Access and Excel (pivot tables)
• Exceptional written and oral communication skills
• Creative, Innovative mindset with the ability to suggest new processes
• High level of attention to detail
• Proven ability to plan, organize and direct multiple programs and activities
• Proven ability to work independently and take initiative
• Keen sense of judgment and tact
• Ability to problem solve with very little direction
• Ability to recognize and respond to the differing management skills of individuals
• Ability for some travel if necessary
• Ability to work a minimum of 20 hours per week

 

CONTACT

Email Jennifer.Lane@Sci-us.com.

 

DEADLINE

August 7, 2017

C.H. Robinson – Sales Internship – Fall 2017 Semester

 

About C.H. Robinson

We believe in accelerating global trade to seamlessly deliver the products and goods that drive the world’s economy. With more than a century of industry experience, we know what it takes to manage rapid growth, embrace change, and to stay competitive in the marketplace. Today, we’re one of the world’s largest third party logistic providers—delivering innovative supply chain solutions to more than 113,000 customers across the world. Whether you need truckload services, ocean or air shipping, supply chain consulting, or more—we use the strengths of our knowledgeable people, proven processes, and global technology to provide unmatched connectivity, capabilities, and experience.

 

What’s the opportunity?

An internship at C.H. Robinson is more than a learning experience. It’s an opportunity to make an impact at a Fortune 500 global company. As an intern, you’ll help some of the world’s most prominent companies move their products around the globe. The game of logistics is ever changing and you’ll be in the middle of the action, gaining business experience that will benefit you for a lifetime.

Sales interns are integrated into our teams, giving you the respect and responsibility needed to learn global freight services and help shippers and carriers optimize supply chains.

You’ll be exposed to multiple facets of the logistics and transportation industry, such as:

• Sales and negotiation techniques
• Building industry and customer relationships
• Transportation information systems
• Distribution management

 

 

What are we looking for?

• Undergraduate education at a Junior or Senior level (pursuing a business, sales, logistics, supply chain, communications, or related major is a plus)
• Excellent communication skills, verbal and written
• Ability to thrive in a deadline-driven, team environment, while also delivering independent results
• Relationship-building skills
• Driven, enthusiastic, and highly motivated
• High attention to detail and ability to multitask

 

How to Apply?

Interested in applying for this internship? Email Arturo.Cuellar@chrobinson.com by August 7, 2017.

ATAB Insurance Services – Sales & Customer Service Opportunity

 

About the company:

ATAB Insurance Services is an independent insurance agency located in Houston, Texas. Our staff is dedicated to educating customers about how to properly protect their most valuable assets. We offer both personal and commercial insurance solutions and we’re committed to providing the most exceptional customer service to our clients.

We are a ‘boutique’ family-run agency and have a team-oriented culture. We are all working towards a common goal, and our priority is to divide responsibilities, capitalize on each other’s strengths, and grow the agency.

 

Job description:

This position encompasses both sales AND customer service – we have strong relationships with each of our clients, and service does not end once we make a sale – it only begins. Must be able to not only sell policies, but service the clients’ needs so long as they are insured with our agency.

Duties include: checking alerts, following up with client memos, keeping databases up to date with client information, rating quotes, providing proposals to clients, following up to cross-sell business, managing phone calls, and working with various carriers and underwriters to obtain the best quotes.

 

Job requirements:

– Experience in sales required, but not necessarily insurance-related. Experience in an office environment preferred.

– If not licensed, must obtain Property & Casualty Insurance license within 3 weeks of start date.

– Ability to multi-task and adapt to changing environment.

– Ability to provide emergency assistance and take detailed messages for agents and claims personnel as needed.

– Must be self-sufficient and willing to take initiative with contacting clients/companies to obtain information and ask questions.

– Must be able to speak with clients and carriers pleasantly on the phone and manage incoming phone calls.

– Must be very comfortable with computers and handling various emails, customer management systems, and carrier sites. Must know how to work with Adobe Acrobat and Microsoft Office applications.

– Must be team-oriented and able to work with other agency employees.

– POSITIVE ATTITUDE REQUIRED! We are in the business of helping people.

– Must be eager to grow with the agency – opportunities for advancement are available.

 

Compensation:

– Salary range: $30,000-33,000 PLUS incentives/bonus awarded per quarter.

– Benefits: Health insurance through comprehensive Humana plan offered – partial contribution by owner.

 

If you are interested in applying, please email your resume to anais@atabins.com by August 7.

About Sewell

Building relationships, not selling cars and trucks, is our first priority, and it has been for more than a century. “Customers for Life” – that is our aim. Generations of customers have bought their vehicles from our dealerships. The secret is in how we treat others, and each other. Sewell is still the family-owned business it always has been. You never get the feeling that “it’s just business”; a sense of family and the importance of long-term relationships always come through. You can experience our service at 15 dealerships in Dallas, Fort Worth, Grapevine, Houston, Plano, and San Antonio.

 

There are numerous available career opportunities available at Sewell. Whether you’re just looking, or ready to make a change, click here to find the job that’s right for you.