- PNC (Sarasota, FL)
- …Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service , identifying sales and/or ... advisors' success. We provide a robust training program, administrative support and state of the art technology designed to...helping our advisors build their future. As a Financial Advisor within PNC Wealth Management, you will be based… more
- H&R Block (Palm Harbor, FL)
- …Generate business growth, increase client retention, and offer additional products and services + Provide clients with IRS support + All certification levels ... means you'll serve clients with diverse tax and business services needs year-round. You'll have the support ...client relationships + Provide tax preparation, tax audit support and tax planning year-round + Create confidence in… more
- Wolters Kluwer (Tallahassee, FL)
- …role. Candidate can be located anywhere in the US** The Customer Success Advisor is responsible for building and maintaining post sales strategic relationships with ... assigned accounts. This role will serve as a trusted advisor to accounts in complex industries, providing strategic vision,...+ Develop key relationships in an account to diversify client contact touch points and interaction frequency. + Engaging… more
- Foundation Partners Group (Bradenton, FL)
- …sales presentations + Attends sales meetings and group sales activities as directed + Provides client family services in support of the primary outside sales ... nation. We currently have an opening for a Preplanning Advisor at a Baldwin Brothers in Bradenton, FL. Under...to sell prearrangements + Attends visitations, funerals, and interment services of client families. This serves the… more
- Paychex (St. Petersburg, FL)
- …guidance on employee benefit programs. This role is designed to provide comprehensive support and assistance to clients and service partners by facilitating a ... , the goal is to drive increased participation in MPP plans, improve client retention and support the overall goals of the organization. Responsibilities… more
- Unum Group (Tallahassee, FL)
- …to helping you thrive. Here, we work to provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout ... Up to 9.5% 401(k) employer contribution + Mental health support + Career advancement opportunities + Student loan repayment...Minimum starting hourly rate is $22.00 The Customer Benefit Advisor (CBA) I is the entry level in a… more
- Fifth Third Bank, NA (Naples, FL)
- …internal and external seminars to focus on business development and growth. + Prioritize client needs and introduce services of other Fifth Third Bank employees, ... efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives. Maintain presence within the bank… more
- PNC (Coral Gables, FL)
- …and have an opportunity to contribute to the company's success. As a Banking Advisor Sr. within PNC's Private Bank organization, you will be based in Coral Gables, ... position. **Job Description** + Identifies and sells AMG banking products and services to internal and external clients. Ensures compliance with current banking… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …specialists. Foster a culture of accountability, continuous improvement, and client -centric service . Manage staffing, training, and performance evaluations ... success and operational effectiveness. Lead cross-functional initiatives to improve advisor onboarding and retention. + **Project & Change Management:** Manage… more
- Sedgwick (Miami, FL)
- …to coordinate case management within company standards, industry best practices and specific client service requirements; and to manage the total claim costs ... Great Place to Work(R) Fortune Best Workplaces in Financial Services & Insurance Claims Advisor , Professional Liability...while providing high levels of customer service . **ESSENTIAL FUNCTIONS and RESPONSIBILITIES** + Analyzes and processes… more