- Truist (Weston, FL)
- …is 1200 Weston Road, Weston, FL. Responsible for the general servicing and support of the Financial Advisors. This includes administrative and operational ... and/or a sales assistant role. 3. Knowledge of securities markets and brokerage accounts. 4. Knowledge of the features and attributes of annuity products. 5.… more
- USG Insurance Services, Inc. (Tampa, FL)
- …to learn and develop new skills. + 2-3 years of experience in a Production Assistant support role preferred. + 1-3 years of experience with a wholesaler is ... + Build relationships with our in house rating and brokerage markets. + Assess new business submissions and negotiate...to reach an acceptable price. + Coordinate and handle administrative workflows in conjunction with support team(s)… more