- World Insurance Associates, LLC. (West Palm Beach, FL)
- Insurance Sales Producer - Personal Lines Private Client Advisor Position Overview World Insurance Associates ("World") is a unique financial services organization ... and payroll & HR solutions. As a Personal Lines Private Client Advisor , your primary responsibility is to identify, cultivate, and manage relationships with… more
- Allegro Management Company Llc (Tallahassee, FL)
- …our residents expectations. The only thing missing is YOU! The Senior Living Advisor is responsible for building and maintaining high occupancy levels at the ... Community in conjunction with the Lead Senior Living Advisor (LSLA). Areas of Responsibility + Greet prospects, residents, vendors, and visitors professionally and… more
- Wells Fargo (Jacksonville, FL)
- …. **In this role you will:** + Assist Profit Formula (PF)Financial Advisor (s) with sales, service and operational related activities such as providing service ... telephone, direct interaction and/or written correspondence + Facilitate PF Financial Advisor and client requests for account related information and/or quotes,… more
- Ameresco (FL)
- …key objectives for this role is to be regarded as a "trusted advisor " for our Clients - developing long-term relationships and projects. Relationship Account ... that will translate into being chosen as the successful trusted advisor ; + Maintain customer relationship responsibility and accountability; + Strategically… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and external business partners to provide comprehensive recommendations for the financial advisor , the client and the client's legal and tax professionals (eg ... guidance for financial advisors and their clients. + Frequent participation in advisor education events and client meetings to facilitation asset growth and… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …supervisory practices align with regulatory expectations, mitigate firm risk, and support advisor and client outcomes. + Develop and implement a robust supervisory ... + Investment Company Act of 1940 and SEC regulatory environment. + Financial advisor business models and supervisory needs. **Skill in** + Strategic and analytical… more
- PulteGroup (Orlando, FL)
- …serving as a back-up for pre-approvals and supporting Mortgage Financing Advisor functions. Management Responsibilities + Not applicable Scope + Decision Impact: ... experience preferred Required Licensing, Registration and/or Certifications + Valid Driver's License as driving is an essential function of this position +… more
- Gerber Collision & Glass (Port St. Lucie, FL)
- …1-year experience + Must be willing to complete I-CAR Training + Valid Driver's License Required Skills/Abilities + Awareness of where to look for answers + Basic ... of 1-year experience + Must be willing to complete I-CAR Training + Valid Driver's License Please note, this job description is not designed to cover or contain a… more
- Molina Healthcare (St. Petersburg, FL)
- …+ Meet expected performance for personal sales goals. Review monthly member advisor report cards for trends. Reinforces accountability and notifies the Local Inside ... the design and implementation of processes and procedures for the inside advisor roles. Provide the day-to-day leadership necessary for successful lead generation.… more
- General Dynamics Information Technology (Key West, FL)
- …care provided to patients to identify opportunities for improvement. + Serves as advisor to the HP program Manager and/or Coordinator in matters related to injury ... sports medicine, rehabilitation, and bridging. + Serves as an advisor to the HP Program Manager and/or Coordinator for...within the first year of employment. + Valid unrestricted license from one of the 50 United States or… more
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