Executive

• Support live executive search assignments through company and industry research, market mapping, and candidate identification
• Build and refine target-company and candidate lists using firm resources and research tools
• Analyze and synthesize information to support search strategy, team discussions, and decision-making
• Prepare draft internal and client materials, including research summaries, profiles, presentations, trackers, and related documentation
• Participate in internal search-team discussions and observe selected consultant or client-related conversations when appropriate
• Work across industries and practice areas
• Build relationships with research and consulting mentors and colleagues across the firm
• Complete structured onboarding and training related to executive search, firm tools, research, search execution, and professional development
• Complete a capstone project addressing a real business need and producing a practical, reusable output

Intern – Executive Search

• Assist clients through the loan process from application to closing and resolve client concerns
• Build and maintain relationships with real estate agents, investment advisors, accountants, other professionals, friends, family, and closed clients
• Consult with clients and analyze financial situations to determine appropriate loan products
• Evaluate credit, employment, income, assets, property, and other financial documents for financing eligibility
• Cultivate mortgage referral sources and market the value of working with Rocket Mortgage
• Advise and educate clients on home-buying, refinancing, and mortgage management
• Establish, develop, and maintain a book of business to drive referral volume and revenue
• Provide referral sources and clients with high-quality service
• Stay current on product offerings, qualifying parameters, and process changes
• Represent Rocket Mortgage at civic and community functions to support business development and lead flow

Executive Loan Officer

• Assist clients through the loan process from application to closing, including resolving client concerns
• Build and maintain relationships with referral sources and professionals to market the Rocket brand and help clients obtain real estate financing
• Analyze clients’ financial situations to determine appropriate loan products
• Evaluate credit, employment, income, assets, property, and other documents to determine financing eligibility
• Cultivate mortgage referral sources and market the value of working with Rocket Mortgage
• Advise and educate clients on home-buying, refinancing, and mortgage management
• Establish, develop, and maintain a book of business to drive referral volume and revenue
• Provide excellent service to referral sources and clients
• Stay current on Rocket Mortgage products, qualifying parameters, and process changes
• Represent the Rocket brand at civic and community functions to support business development and lead flow

• Assist clients through the loan process from application to closing, including resolving concerns
• Build and maintain relationships with real estate agents, investment advisors, accountants, other professionals, friends, family, and closed clients
• Consult with clients and analyze financial situations to determine appropriate loan products
• Evaluate credit, employment, income, assets, property, and other documents for financing qualification
• Cultivate mortgage referral-source relationships and market Rocket Mortgage's value
• Advise and educate clients on home-buying, refinancing, and mortgage management
• Establish, develop, and maintain a book of business to drive referrals and revenue
• Deliver excellent service to referral sources and clients
• Stay current on product offerings, qualifying parameters, and process changes
• Represent the Rocket brand at civic and community functions to support business development and lead flow

• Prospect, develop, and grow No Share and Low Share K-12 and Higher Education accounts across public and private education segments.
• Partner with multiple Client Sales Executives to build account plans, uncover mobility opportunities, and align AT&T solutions to customer priorities.
• Lead discovery conversations with education customers to identify needs related to wireless connectivity, student and staff devices, campus coverage, fleet and transportation, IoT, public safety, FirstNet eligibility, and mobility features.
• Create and manage a disciplined sales funnel, including Salesforce activity, opportunity progression, forecasting, customer follow-up, and closed-won execution.
• Position mobility solutions including connected devices, hotspots, connected bus, wireless broadband, business wireless plans, device lifecycle solutions, security, IoT, and mission-critical communications where applicable.
• Coordinate with product specialists, solution architects, pricing, contracting, implementation, and support teams to deliver complete customer solutions.
• Drive measurable share growth by converting competitive accounts, increasing CRU lines and mobility revenue, and expanding AT&T’s strategic role within education accounts.

Senior Client Solutions Executive II – Mobility, Government

• Sell laboratory testing services to healthcare professionals, clinical and C-suite decision-makers, genetics providers, neurologists, cardiologists, pediatric subspecialists, regional medical groups, reference laboratories and hospitals
• Meet and exceed sales goals and maximize sales growth in the assigned territory
• Build and execute an annual business plan with quarterly updates
• Cold call and build a sales pipeline
• Forecast and maintain a sales funnel aligned with a 90-day quota
• Manage travel logistics to maximize sales productivity
• Collaborate with Labcorp Clinical Sales counterparts on new business opportunities
• Collaborate with team members to retain the current book of business
• Attend local and national professional trade shows and events as requested
• Communicate value propositions to targeted customers and prospects
• Perform in-services, training and implementation with personnel and physician staff
• Update customer account information in Salesforce CRM
• Provide customer support, product education and market updates
• Report to the Regional Director
• Prospect, develop and close personal sales targets monthly
• Call on physicians in person and travel regularly within Northern Florida

Specialty Development Executive, Rare Disease

• Develop and continuously evolve the Experience Center engagement strategy to support organizational growth, executive relationship-building and corporate brand initiatives.
• Collaborate with senior leadership to align visitor experiences with enterprise priorities and strategic initiatives.
• Welcome and register visitors.
• Create and conduct guided tours for clients, prospects, partners, employees, executives, industry analysts and community groups.
• Develop and deliver presentations communicating Velera’s story, mission, values, products, services, innovations, advocacy and strategic vision.
• Tailor tour content, messaging and presentation pathways to audience interests, industry, role and business objectives.
• Manage onsite tour flow, timing and logistics.
• Serve as a company representative and brand ambassador.
• Stay informed about Velera news, product updates, strategic initiatives and industry trends.
• Maintain knowledge of Velera’s products, solutions, services and technology.
• Deliver messaging aligned with marketing, communications and corporate branding standards.
• Maintain readiness and presentation standards of exhibits, displays, demonstration areas and meeting spaces.
• Coordinate visitor schedules and support executive briefing programs.
• Collaborate with growth, executive, Marketing, events and other stakeholders before and after experience center visits.
• Monitor exhibit functionality and resolve issues with internal teams.
• Use and troubleshoot interactive exhibit technologies, presentation systems, AV equipment and digital collaboration tools.
• Ensure visitor safety, security and confidentiality protocols.
• Maintain tour schedules, visitor records and attendance metrics.
• Assist with special events, client and prospect engagements, executive visits and community outreach programs.
• Advise leadership on visitor engagement, executive briefings and experience center performance and design.
• Support continuous improvement initiatives to elevate visitor experience.
• Influence cross-functional partners to deliver cohesive executive engagement programs.
• Perform other duties as assigned.

Client and Executive Experience Center Advisor

• Build and maintain relationships with real estate agents, investment advisors, accountants, other professionals, friends, family and closed clients to market the Rocket brand and help homebuyers or homeowners obtain real estate financing
• Represent the Rocket brand in civic and community functions to support business development and drive lead flow
• Establish, develop and maintain a book of business to drive referral volume and revenue
• Consult with clients and analyze financial situations to determine appropriate loan products
• Advise and educate clients on the home-buying or refinance process and mortgage management
• Evaluate client financial status and documents, including credit, employment, income, assets and property, to determine financing qualification
• Assist clients through the loan process from application to closing and resolve concerns
• Provide referral sources and clients with high-quality client service
• Stay current on Rocket Mortgage product offerings, qualifying parameters and process changes