Wednesday, August 24, 2011
Table Bay Moves to San Diego this Weekend
The exciting move to San Diego begins this weekend. We are thrilled about the exceptional team we have assembled in San Diego and look forward to annoucing them next week.
Monday, August 8, 2011
1 Trillion Lost in Stock Market Today Alone!
Is this 2008 all over again?
The market lost 634 points today its 10th losing session in the past 11 sessions. People are losing their retirements and one must wonder when people will learn. This is the third meltdown of the market in just the past decade.
The market lost 634 points today its 10th losing session in the past 11 sessions. People are losing their retirements and one must wonder when people will learn. This is the third meltdown of the market in just the past decade.
Monday, August 1, 2011
Wednesday, July 27, 2011
Tuesday, July 26, 2011
Table Bay Hiring Fair in San Diego
As part of the Table Bay Financial relocation to San Diego the company will be conducting a job fair at its new corporate headquaters in downtown San Diego. For information call Gail Wenzel at 866-225-1786 for full details.
Friday, June 10, 2011
Wednesday, June 8, 2011
Table Bay Relocation
Table Bay is relocating corporate headquarters to San Diego effective September 1st. We are hiring many types of positions from sales to marketing professionals. Call 1-866-225-1786 for details or send your resume to bbulakites@tbfbi.com
Sunday, April 24, 2011
We are Expanding - VP Key Accounts Needed
VP, Independent Distribution Development Table Bay Financial. Los Angeles CA
This position is responsible for the acquisition, maintenance, growth and increased profitability of existing accounts, the creation of new opportunities within distribution to expand product suite and overall Table Bay relationships as well as ensuring the consistent alignment of Table Bay’s strategy and customer goals.
Key responsibilities:
• Meet/exceed sales revenue plans, expand Table Bay product offerings and grow market share for each strategic account by creating and implementing a strategy/business plan
• Direct strategic, customer specific initiatives, which deliver “value added” services through the execution of financial institutions/Broker Dealer/Affinity specific business plans
• Establish, define and develop strong relationships with key influencers and senior management of key focus firms
• Manage the holistic customer relationship to ensure that goals and activities within the functional areas of Table Bay are aligned to deliver on key customer expectations
• Create and deliver key messages to customers via one-on-one, large groups and/or key-note speaking situations to create competitive advantage ad ensure involvement at customer events
• Responsible for segmenting the firms to determine best opportunities
• Work interdependently with senior sales leadership and wholesaling teams to drive targeted production and mix goals, activity and to increase shelf space at focus firms
• Responsible for the seamless and successful integration of product and technology solutions with focus firms
• Negotiate agreements
• Manage a team of Relationship Managers and Internal Relationship Managers
• Responsible for ensuring communication and coordination across Retirement and Protection Account Management function
• Over 50% of travel required
BASIC QUALIFICATIONS
• Proven execution and sales leadership experience in the financial services industry
• BA/BS or equivalent
• Strong account management/relationship experience; ability to work collaboratively with firms/clients to build strategic and tactical plans
• Ability to interact professionally and effectively in a team environment; strong influencing skills
• Previous leadership experience
PREFERRED QUALIFICATIONS
• Hands-on experience working in financial institutions, BD and affinity channels culture
• High level of persistency and initiative
• Commercial savvy with excellent executive presence
• Excellent communicator at all levels. Ability to educate, interface, influence and make presentations to internal and external executive level management
• Strong experience with business planning processes
Email resume to Corporate Recruiter- mblackmon@tablebayfinancial.com
Barry L. Bulakites
Chief Sales and Marketing Officer
Table Bay Financial Network, Inc.
21820 Burbank Blvd., Suite 330
Woodland Hills, CA 91367
Phone: 818.615.0899 ext. 305
Fax: 818.615.0874
www.TableBayFinancial.com
To ensure compliance with requirements imposed by the IRS, we inform you that, unless specifically indicated otherwise, any tax advice contained in this communication (including any attachments) was not intended or written to be used, and cannot be used, for the purpose of (i) avoiding tax-related penalties under the Internal Revenue Code, or (ii) promoting, marketing, or recommending to another party any tax-related matter addressed herein.
This position is responsible for the acquisition, maintenance, growth and increased profitability of existing accounts, the creation of new opportunities within distribution to expand product suite and overall Table Bay relationships as well as ensuring the consistent alignment of Table Bay’s strategy and customer goals.
Key responsibilities:
• Meet/exceed sales revenue plans, expand Table Bay product offerings and grow market share for each strategic account by creating and implementing a strategy/business plan
• Direct strategic, customer specific initiatives, which deliver “value added” services through the execution of financial institutions/Broker Dealer/Affinity specific business plans
• Establish, define and develop strong relationships with key influencers and senior management of key focus firms
• Manage the holistic customer relationship to ensure that goals and activities within the functional areas of Table Bay are aligned to deliver on key customer expectations
• Create and deliver key messages to customers via one-on-one, large groups and/or key-note speaking situations to create competitive advantage ad ensure involvement at customer events
• Responsible for segmenting the firms to determine best opportunities
• Work interdependently with senior sales leadership and wholesaling teams to drive targeted production and mix goals, activity and to increase shelf space at focus firms
• Responsible for the seamless and successful integration of product and technology solutions with focus firms
• Negotiate agreements
• Manage a team of Relationship Managers and Internal Relationship Managers
• Responsible for ensuring communication and coordination across Retirement and Protection Account Management function
• Over 50% of travel required
BASIC QUALIFICATIONS
• Proven execution and sales leadership experience in the financial services industry
• BA/BS or equivalent
• Strong account management/relationship experience; ability to work collaboratively with firms/clients to build strategic and tactical plans
• Ability to interact professionally and effectively in a team environment; strong influencing skills
• Previous leadership experience
PREFERRED QUALIFICATIONS
• Hands-on experience working in financial institutions, BD and affinity channels culture
• High level of persistency and initiative
• Commercial savvy with excellent executive presence
• Excellent communicator at all levels. Ability to educate, interface, influence and make presentations to internal and external executive level management
• Strong experience with business planning processes
Email resume to Corporate Recruiter- mblackmon@tablebayfinancial.com
Barry L. Bulakites
Chief Sales and Marketing Officer
Table Bay Financial Network, Inc.
21820 Burbank Blvd., Suite 330
Woodland Hills, CA 91367
Phone: 818.615.0899 ext. 305
Fax: 818.615.0874
www.TableBayFinancial.com
To ensure compliance with requirements imposed by the IRS, we inform you that, unless specifically indicated otherwise, any tax advice contained in this communication (including any attachments) was not intended or written to be used, and cannot be used, for the purpose of (i) avoiding tax-related penalties under the Internal Revenue Code, or (ii) promoting, marketing, or recommending to another party any tax-related matter addressed herein.
Saturday, January 22, 2011
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