- Truist (Davie, FL)
- …1. Develop and maintain a profitable level of securities and insurance sales by executing on opportunities identified self-sourced prospecting as well as through ... client segmentation model and the client's best interests. 2. Utilize a consultative sales process to partner with clients to review investment plans on a regular… more
- CDM Smith (Boca Raton, FL)
- …leader who can lead a team of technical experts, collaborate with our sales team, showcase CDM Smith's technical differentiators, and help our clients plug into ... that firm policies and practices are followed on all designs. - Collaborate with sales staff to create proposals in response to current and potential client requests… more
- Truist (Casselberry, FL)
- …background check Preferred Qualifications: 1. Bachelor's degree in Business, Marketing, Accounting , or related studies or equivalent financial sales experience. ... States of America) **Please review the following job description:** Responsible for the sales and marketing of Truist Mortgage Loan products within bank policies and… more
- Hoar Construction (Tampa, FL)
- …existing client relationships; and participation in marketing efforts and group sales planning strategies for development of new business. **Responsibilities:** + ... with existing clients. + Participate in marketing efforts and group sales planning strategies for development of new business. Leverage relationships to… more
- Truist (Cape Coral, FL)
- …America) **Please review the following job description:** JOB SUMMARY Provide consultative, sales and technical support to one or more Financial Advisors, working ... in developing and maintaining a profitable level of securities and insurance sales by executing on opportunities identified through external networking and internal… more
- Raymond James Financial, Inc. (Sarasota, FL)
- …Performs reviews of client accounts. + Develops and implements plans to meet office sales goals. + Facilitates sales promotion activities such as seminars and ... his/her own book of business. + Participates in community affairs as a representative of the firm. + Performs other duties and responsibilities as assigned.… more
- Raymond James Financial, Inc. (West Palm Beach, FL)
- …Performs reviews of client accounts. + Develops and implements plans to meet office sales goals. + Facilitates sales promotion activities such as seminars and ... new products and RJA managed underwritings. + Participates in community affairs as a representative of the firm. + May service clients in his/her own book of… more
- Navy Federal Credit Union (Pensacola, FL)
- …services to achieve the financial client's goals as a registered representative /advisor/agent of Navy Federal Investment Services (NFIS) and subsidiaries, or ... with members and internal/external sources. + Execute customer and broker purchase/ sales orders of securities for current/new clients. + Identify prospective… more
- City Wide Facility Solutions (Fort Walton Beach, FL)
- …service and actively monitor compliance. + Approve Night Managers and/or Service Representative 's pay sheets; ensure accuracy. + Assist Accounting in collecting ... Do you also have strong selling skills for increasing sales within an account? If you answered yes, consider...and that all items are properly labeled. + Notify Sales Executives of potential accounts in your territory, especially… more
- Truist (Orlando, FL)
- …to time. + Handles inbound calls from clients independently while looking for sales opportunities. + Answers client questions within set standards. + Consults with ... of business. **Required Qualifications:** The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations… more