- Paychex (Jacksonville, FL)
- …leads, and opportunities in company's CRM system (Salesforce) and provide accurate sales activity and forecasts. + Collaborate with key referral sources, including ... Accountants , Banks, and existing Paychex clients, with the goal...education, consultation and to secure referrals to end user sales . + Schedule and conduct meetings with existing and… more
- Paychex (Tampa, FL)
- …certified public accountants community, enrolled agents, and bookkeepers through the sales staff. + Works with branch managers to develop mutual objectives and ... to pursue your passion and unleash your potential. Overview Manages local Market sales effort in accordance with corporate guidelines to increase client base through… more
- Alaka'ina Foundation Family of Companies (Orlando, FL)
- …accounting functions. This role is responsible for coordinating with external tax accountants to ensure accurate and timely filing of federal, state, and local ... Oversee GET tax calculations, payments and returns. + Collaborate with external tax accountants to prepare and file federal, state, and local tax returns, ensuring… more
- ADP (Miami, FL)
- ADP is hiring an **Accountant Channel Sales Representative.** + Do you thrive on networking to gain business and the opportunity to sell industry-leading solutions? ... decide for yourself. In this role, you will close sales and win new business exclusively through our CPA...as a trusted advisor, partner, and ADP ambassador to accountants , internal partners, and overall network while demonstrating grace… more
- KeyBank (Palm Beach Gardens, FL)
- …sound fiduciary judgment to trust matters. Client Management Works with Investment Sales Specialists (ISSs) and RMs to retain and expand existing client ... of business. Assumes accountabilities for all delegated work on assigned accounts. Sales Meets or exceeds individual sales goals and contributes significantly… more
- TD Bank (West Palm Beach, FL)
- …of individual prospect needs; Communicates terms and conditions of loans and finalizes sales + Sells other Company products and services as appropriate + Guides ... to goals on a regular basis and asks for assistance as needed to finalize sales , for training and for other issues as needed + Sells and originates residential… more
- Truist (West Palm Beach, FL)
- …financial planning/advisory resource for clients, their attorneys and Certified Public Accountants (CPAs). 4. Meet revenue growth, profitability and retention goals ... and marketing new products to existing clients. Successfully participate in the sales management process, which includes, but is not limited to, the delivery… more
- Truist (Tampa, FL)
- …leadership team, local advisory board members, outside Certified Public Accountants (CPA), attorneys, civic associations and other individuals and organizations ... continuing education requirements are met where needed * 8 or more years of sales and client management experience in Wealth Management and a demonstrated ability to… more
- First Horizon Bank (Orlando, FL)
- …as well as the regional leadership team, outside Certified Public Accountants (CPA), attorneys, civic associations and other individuals and organizations to ... education requirements are met where needed. + 5 or more years of sales and client management experience in Wealth Management and a demonstrated ability to… more
- First Horizon Bank (Miami Beach, FL)
- …as well as the regional leadership team, outside Certified Public Accountants (CPA), attorneys, civic associations and other individuals and organizations to ... essential functions.** + Bachelor's Degree Required + 5 or more years of sales and client management experience in Wealth Management and a demonstrated ability to… more