NewCustomer Accounts Advisor The Aaron's Co IncCustomer Accounts AdvisorClarksville, IN$14–$16 / hourAn employee's pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, shift, travel requirements, sales or revenue-based metrics, any collective bargaining agreements, and business or organizational needs. Aaron's Customer Account Advisors serve as coaches to our customer, driving payment collections and lease agreement renewals by understanding lease agreement benefits and ensuring customers are 100% satisfied with the product.
Customer Service Advisor - Jiffy Lube Multicare Stonebriar Auto Services LLCCustomer Service Advisor - Jiffy Lube MulticareNew Albany, INFull timeAll team members will receive a competitive wage and a generous discount on Jiffy Lube services including Multicare services (tires, brakes, repairs) at company cost and NO CHARGE for labor. We're seeking talented candidates for full-time and part-time Guest Service Advisor (also called Customer Service Advisor or CSA) positions at Jiffy Lube Multicare.
NewCustomer Accounts Advisor Aaron's IncCustomer Accounts AdvisorClarksville, IN$14–$16 / hour_*_ _Note that the pay range provided above_ _is the lowest to highest_ _rate_ _we in good faith believe we would pay for this role at the time of this posting_ _._ _We may_ _ultimately pay_ _more or less than the posted range, and the range may be_ _modified_ _in the future_ _._ _An employee’s pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, shift, travel requirements, sales or revenue-based metrics, any collective bargaining agreements, and business or organizational needs._ Aaron’s Customer Account Advisors serve as coaches to our customer, driving payment collections and lease agreement renewals by understanding lease agreement benefits and ensuring customers are 100% satisfied with the product.
NewCustomer Sales Advisor - Louisville, KY The Goodyear Tire & Rubber CoCustomer Sales Advisor - Louisville, KYLouisville, KYCuyahoga Falls OH, Tallmadge OH, Portage lakes OH, Barberton OH, Stow OH, Norton OH, Green OH, Kent OH, Wadsworth OH, Hudson OH, Streetsboro OH, Ravenna Oh, North Canton OH, Macedonia OH, Twinsburg OH, #veteran #army #marine #navy #airforce #coastguard #nationalguard #womensupportingwomen #femcanicgarage #nowhiring #applytoday #instajob #womeninautomotive #community #autorepair #mechaniclife #carmaintenance #autojobs #automotivecareers #womentrades #diversityintech #skilledtrades #futureofwork, Sales Associate, Customer Service Representative, Sales Representative, Sales Support Specialist, Retail Sales Associate, Parts specialist, Sales and Service Specialist. Promote self-development by utilizing Company provided training tools Maintain a clean and safe work and guest area Perform a variety of manual tasks for extended periods of time, which may include light and heavy lifting, including consumer tires and wheels, standing, bending, and squatting.
Customer Service Advisor 1 - Highway 62 WesBanco IncCustomer Service Advisor 1 - Highway 62Jeffersonville, INConsistently achieve production and referral goals through relationship development related activities including customer consultations, outbound telephone calls, business partner referrals, and onboarding calls to acquire new customer relationships or expand existing consumer or business relationships. In addition, the CSA is expected to spend time initiating outbound telephone calls focused on proper customer onboarding efforts, prospecting of new Retail customers and consistent promotion of bank products of new and existing Retail banking relationships.
Customer Service Advisor - 5011 Water Tower Rd. SpeedWash Car WashCustomer Service Advisor - 5011 Water Tower Rd.Jeffersonville, INIf you have experience as a Customer Service Representative, Sales Associate, Retail Associate, Cashier, Front Desk Associate, Food Service Team Member, or Hospitality Team Member, this could be a great fit. You will greet guests, explain our wash options, promote our Unlimited Wash Club, answer questions, and help customers choose the membership that fits them best.
Customer Service Advisor - 6014 Bardstown Rd. SpeedWash Car WashCustomer Service Advisor - 6014 Bardstown Rd.Louisville, KYIf you have experience as a Customer Service Representative, Sales Associate, Retail Associate, Cashier, Front Desk Associate, Food Service Team Member, or Hospitality Team Member, this could be a great fit. You will greet guests, explain our wash options, promote our Unlimited Wash Club, answer questions, and help customers choose the membership that fits them best.
Customer Service Advisor - 4124 Shelbyville Rd. SpeedWash Car WashCustomer Service Advisor - 4124 Shelbyville Rd.Louisville, KYIf you have experience as a Customer Service Representative, Sales Associate, Retail Associate, Cashier, Front Desk Associate, Food Service Team Member, or Hospitality Team Member, this could be a great fit. You will greet guests, explain our wash options, promote our Unlimited Wash Club, answer questions, and help customers choose the membership that fits them best.
Customer Service Advisor - 9506 Taylorsville Rd. SpeedWash Car WashCustomer Service Advisor - 9506 Taylorsville Rd.Louisville, KYIf you have experience as a Customer Service Representative, Sales Associate, Retail Associate, Cashier, Front Desk Associate, Food Service Team Member, or Hospitality Team Member, this could be a great fit. You will greet guests, explain our wash options, promote our Unlimited Wash Club, answer questions, and help customers choose the membership that fits them best.
Customer Service Advisor - 3315 Bardstown Rd. SpeedWash Car WashCustomer Service Advisor - 3315 Bardstown Rd.Louisville, KYIf you have experience as a Customer Service Representative, Sales Associate, Retail Associate, Cashier, Front Desk Associate, Food Service Team Member, or Hospitality Team Member, this could be a great fit. You will greet guests, explain our wash options, promote our Unlimited Wash Club, answer questions, and help customers choose the membership that fits them best.
Customer Service Advisor - 8102 Old Bardstown Rd. SpeedWash Car WashCustomer Service Advisor - 8102 Old Bardstown Rd.Louisville, KYIf you have experience as a Customer Service Representative, Sales Associate, Retail Associate, Cashier, Front Desk Associate, Food Service Team Member, or Hospitality Team Member, this could be a great fit. You will greet guests, explain our wash options, promote our Unlimited Wash Club, answer questions, and help customers choose the membership that fits them best.
Work at Home Customer Service Advisor (Kentucky residents) Morley Companies, IncWork at Home Customer Service Advisor (Kentucky residents)KYWe do this by leading with humility, embracing everyone, sweating the details and moving mountains (making the impossible possible) - for our associates and for the world-leading companies that partner with us. You'll spend most of your day handling health insurance questions from customers, health care providers and beneficiaries via phone and email, including benefits, eligibility and payments.
Eyewear Customer Service/Sales Advisor Part Time MyEyeDr IncEyewear Customer Service/Sales Advisor Part TimeLouisville, KYOur trusted community doctors and knowledgeable teams are all focused on helping our patients live their best lives by delivering an exceptional, personalized experience to each of our patients in every interaction. you play an essential role by providing personalized eyecare through supporting your trusted community of doctors and knowledgeable teams who help our patients see, look, and be their best.
Eyewear Customer Service/Sales Advisor Part Time MyEyeDr.Eyewear Customer Service/Sales Advisor Part TimeLouisville, KYPart timeOur trusted community doctors and knowledgeable teams are all focused on helping our patients live their best lives by delivering an exceptional, personalized experience to each of our patients in every interaction. you play an essential role by providing personalized eyecare through supporting your trusted community of doctors and knowledgeable teams who help our patients see, look, and be their best.
Financial Solutions Advisor - Louisville Market Bank of America CorpFinancial Solutions Advisor - Louisville MarketNew Albany, INOn screen copy Advise clients on their investment goals in order to pursue those goals Saving and Budgeting tool in the mobile app is shown I interact with clients from all walks of life from small-business owners developing a financial plan to new parents looking to start saving money for their childs college education. Merrill Lynch Pierce Fenner & Smith Incorporated also referred to as MLPF&S" or Merrill" makes available certain investment products sponsored, managed, distributed, or provided by companies that are affiliates of Bank of America Corporation BofA Corp.".
NewLicensed Medicare Benefit Advisor- Remote Allstate Insurance CompanyLicensed Medicare Benefit Advisor- RemoteKYRemote$55,000–$100,000 / yearAs a Medicare Benefit Advisor, you'll utilize your in-depth Medicare knowledge and sales skills to consult retired seniors on the most beneficial Medicare Life and Health Plans that best suit their specific needs. Essential Duties as a full-time Medicare Benefit Advisor: Consult and educate seniors 65 years of age and older on the best Medicare Life and Health Plans that would best suit their needs.
Financial Advisor - PNC Wealth Management PNC BankFinancial Advisor - PNC Wealth ManagementLouisville, KentuckyIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
NewPrivate Wealth Advisor Professions IncPrivate Wealth AdvisorLouisville, KYExperience in a similar professional role in the Greater Cincinnati region, with a title such as a PWA, Senior Wealth Manager, Private Client Advisor, or similar, interacting with High and Ultra High Net Worth clients. Your familiarity with client circumstances, alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services will help frame, acquire, and retain relationships.
Financial Advisor Northwestern MutualFinancial AdvisorLouisville, Kentucky$61,000–$250,000 / yearFull timeNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
AMP Financial Advisor Trainee Raymond James Financial IncAMP Financial Advisor TraineeLouisville, KYBachelor's Degree (B.A.) from four-year college or university preferred with a minimum of three (3) years of relevant working experience, demonstrating achievement in sales (preferably intangible) or business environment, or an equivalent combination of experience, education, and/or training as approved by Human Resources. Through distance learning, apprenticeship and training at the firm's international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Raymond James Financial Advisors.
Service Advisor Eddie Gilstrap MotorsService AdvisorSalem, IndianaThe responsibilities of a Service Advisor include greeting customers, listening to their needs, and scheduling appointments as needed. By working at a Ford dealership, you can be a part of a brand that honors the past, and is invested in the future.
Senior Home Lending Advisor-Louisville, KY JPMorgan Chase & CoSenior Home Lending Advisor-Louisville, KYLouisville, KYJoin our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
Service Advisor John Jones Chevrolet Cadillac of SalemService AdvisorSalem, IndianaThe responsibilities of a Service Advisor include greeting customers, listening to their needs, and scheduling appointments as needed. We’re proud to support the career growth of our team members and provide ongoing training, competitive pay, and benefits that reflect our commitment to our staff’s well-being.
Tesla Advisor, Delivery Tesla IncTesla Advisor, DeliveryLouisville, KYWork closely with other employees to ensure smooth pre-delivery experiences for customers with upcoming delivery appointments and provide a great customer-centric delivery experience. For roles working in CA, CO, HI, ID, MD, MS, NV, NC, OH, PA, TN, UT, VA, DC: This role requires you to possess a Motor Vehicle Salesperson License issued by the State Department of Motor Vehicles.
Wealth Advisor PNC BankWealth AdvisorLouisville, KentuckyPNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
Financial Solutions Advisor Registration Candidate - Louisville Market Bank of America CorpFinancial Solutions Advisor Registration Candidate - Louisville MarketLouisville, KYMerrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp."). I was provided with dedicated study time, training, and support On screen copy: While studying for Security Licenses, the Academy at Bank of America provides: Dedicated study time Training Support while I obtained my Securities Industry Essentials, Series 7, and Series 66 licenses.
Student Admissions Advisor - Enrollment Specialist Paul Mitchell SchoolsStudent Admissions Advisor - Enrollment SpecialistLouisville, KYFull timeSupport enrollment forecasting and recruitment efforts by participating in events such as open houses, school visits, and community presentations while fostering a collaborative, student-focused campus environment. At Paul Mitchell The School Louisville in Louisville, KY, we're hiring a full-time Student Admissions Advisor - Enrollment Specialist who believes that guiding others toward opportunity is meaningful work.
J.P. Morgan Wealth Management - Private Client Advisor - Louisville, KY (Okolona) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Louisville, KY (Okolona)Louisville, KYThis will be done with a consistent focus on relationship management, not portfolio management • Demonstrate a deep understanding of financial markets and sound business judgement • Exhibit unwavering integrity that points toward doing right by clients at every opportunity • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments • Provide a holistic view of clients' needs and financial coaching beyond investments • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want. At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.
Financial Relationship Advisor- Hikes Point Park Community Credit UnionFinancial Relationship Advisor- Hikes PointLouisville, KY
J.P. Morgan Wealth Management - Private Client Advisor - Louisville, KY (Shively) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Louisville, KY (Shively)Louisville, KYThis will be done with a consistent focus on relationship management, not portfolio management • Demonstrate a deep understanding of financial markets and sound business judgement • Exhibit unwavering integrity that points toward doing right by clients at every opportunity • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments • Provide a holistic view of clients' needs and financial coaching beyond investments • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want. At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.
NewFinancial Relationship Advisor- Fern Valley Park Community Credit UnionFinancial Relationship Advisor- Fern ValleyLouisville, KentuckyTo follow the credit union’s Bank Secrecy Act and anti-money laundering policies and procedures, including running OFAC searches, completing investigative reports of suspicious activity and currency transaction reports timely and without error. assist the member with their lending needs, to include educating and recommending lending products/services, submitting consumer loan applications, collecting documentation, closing loans, and performing loan maintenance.
Senior Investment Advisor - PNC Private Bank PNC BankSenior Investment Advisor - PNC Private BankLouisville, KentuckyPNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
HR Advisor, Employee Relations University of Louisville Physicians IncHR Advisor, Employee RelationsLouisville, KYUofL Health Core Expectation: At UofL Health, we expect all our employees to live the values of honesty, integrity and compassion and demonstrate these values in their interactions with others and as they deliver excellent patient care by: Honoring and caring for the dignity of all persons in mind, body, and spirit. Job Description Summary: About UofL Health: UofL Health is a fully integrated regional academic health system with six hospitals, three medical centers, nearly 200 physician practice locations, more than 700 providers, the Frazier Rehab Institute and Brown Cancer Center.
Partner Tax Preparation Advisor Senior Manager PricewaterhouseCoopers LLPPartner Tax Preparation Advisor Senior ManagerLouisville, KY$91,000–$321,500 / yearAs a Senior Manager you are expected to lead large projects, innovate processes, and maintain operational excellence while interacting with clients at a senior level to drive project success. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Craft and convey clear, impactful and engaging messages that tell a holistic story.
Partner Tax Preparation Advisor Manager PricewaterhouseCoopers LLPPartner Tax Preparation Advisor ManagerKY$73,500–$212,280 / yearAs a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by independently solving and analyzing complex problems to develop top-quality deliverables. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.
Trust Real Estate Advisor II PNC BankTrust Real Estate Advisor IILouisville, KentuckyComplies with the banks policies and procedures for consistent management of real estate activities in alignment with the banks fiduciary policies and procedures, to include such activities as: real estate purchases, sales, leases, negotiations, general property management, safekeeping, disposition/productivity analysis, bill payments, tax and insurance enforcement and the hiring of contractors and agents. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
NewFinancial Relationship Advisor- Cedar Creek Park Community Credit UnionFinancial Relationship Advisor- Cedar CreekLouisville, KentuckyTo follow the credit union’s Bank Secrecy Act and anti-money laundering policies and procedures, including running OFAC searches, completing investigative reports of suspicious activity and currency transaction reports timely and without error. assist the member with their lending needs, to include educating and recommending lending products/services, submitting consumer loan applications, collecting documentation, closing loans, and performing loan maintenance.
NewHarley Davidson Service Advisor Martin Harley-DavidsonHarley Davidson Service AdvisorLouisville, KY$40,000–$50,000The Service Advisor is responsible for scheduling service work in the service department and for promoting and selling additional needed service to customers. Advise customers of the importance of maintaining their vehicles in accordance with the manufacturer’s recommended maintenance schedule.
Honda Express Advisor Honda WorldHonda Express AdvisorLouisville, KentuckyInitiates automotive services and repairs by ascertaining performance problems and services requested; verifying warranty and service contract coverage; developing estimates; writing repair orders; maintaining customer rapport and records. Maintains customer rapport by explaining estimates and expected return of vehicle; obtaining customer's approval of estimates; obtaining and providing contact telephone numbers; answering questions and concerns; arranging towing and temporary transportation.
Harley Davidson Service Advisor Martin Management Group IncHarley Davidson Service AdvisorLouisville, KYThe Service Advisor is responsible for scheduling service work in the service department and for promoting and selling additional needed service to customers. Advise customers of the importance of maintaining their vehicles in accordance with the manufacturer's recommended maintenance schedule.
Independent Seed Advisor Syngenta AGIndependent Seed AdvisorINGolden Harvest brand corn and soybeans is looking to partner with self-motivated individuals with entrepreneurial aspirations interested in running their own businesses. As an Independent Seed Advisor promoting the sales of Golden Harvest, you will sell, distribute and service seed products directly to growers.
Business Analyst Advisor Level Enterprise Cloud Transformation Jack Henry & Associates IncBusiness Analyst Advisor Level Enterprise Cloud TransformationLouisville, KYRemote$90,000–$150,000 / yearWe are seeking an experienced business analyst to work across teams to assist with a massive multiyear modernization of our enterprise infrastructure, including significant cloud migrations. This is a remote position, but candidates must live within approximately a 70-mile radius of our office locations in: Allen, TX; Birmingham, AL; Cedar Falls, IA; Charlotte, NC; Lenexa, KS; Louisville, KY; and Springfield/Monett, MO.
Service Advisor - Truck Care (Memphis, IN, US, 47143) Love's Travel Stops & Country Stores IncService Advisor - Truck Care (Memphis, IN, US, 47143)Memphis, INWith nearly 40,000 team members, travel stops are the core business along with products and services that provide value for professional drivers, fleets, traveling public, RVers, alternative energy and wholesale fuel customers. Service Advisors are key members of management, combining technical and managerial skills to lead service centers and progress towards becoming a Truck Care General Manager.
Service Advisor - Truck Care Love's Travel Stops & Country StoresService Advisor - Truck CarePendleton, KYWith nearly 40,000 team members, travel stops are the core business along with products and services that provide value for professional drivers, fleets, traveling public, RVers, alternative energy and wholesale fuel customers. Service Advisors are key members of management, combining technical and managerial skills to lead service centers and progress towards becoming a Truck Care General Manager.
Service Advisor (Corydon) Heritage FordService Advisor (Corydon)Corydon, IndianaIf you are aligned with our philosophy of providing our customers the greatest value possible, value a professional family atmosphere of trust, and are willing to contribute to a winning team, we would love to meet you. Heritage Ford is a family owned and operated business which has served the Southern Indiana/Louisville community since 1986.
Network Planning Advisor BP PlcNetwork Planning AdvisorLouisville, KY$75,000–$139,000 / yearKey Partners: The team consists of Network and Portfolio Managers in close partnership with the Network & Analytics team, collaborating daily with Sales, Operations, Legal, Finance, Business Investment, Design, Construction, and external real estate partners. With a primary emphasis on capital-light growth, the Advisor applies financial, geographic, and competitive analysis to recommend channel shifts, dealer strategies, and portfolio rationalization actions that enhance returns.
Field Technical Advisor Vogt PowerField Technical AdvisorLouisville, KY$124,800–$145,600To provide greater transparency to candidates, we include base pay ranges for all US-based job postings that encompass all potential locations and levels for the open position. Final offers may vary based on multiple factors, including education, depth and relevance of work experience, relevant licenses and certifications, and may vary from the amounts listed in the job posting.
Member Relationship Advisor Abound Credit UnionMember Relationship AdvisorLouisville, KYAbound Credit Union is now hiring friendly, enthusiastic, and just overall awesome personalities to serve as a resource for our member’s financial needs. We want to bring great things to our communities, be awesome to each other, ready for whatever comes our way, and are hungry to learn and grow as people and professionals.
Member Engagement Advisor Abound Credit UnionMember Engagement AdvisorFort Knox, KYThe advisor acts as a trusted partner, using their expertise to advise members on loan options, structure personalized solutions, and uncover other opportunities within the credit union to help them achieve their goals. This role emphasizes a consultative, sales-oriented approach, building deep relationships with members by asking insightful questions and thoroughly exploring opportunities to enhance their financial well-being.