- Truist (Ocala, FL)
- …time frame required for presentation and answering of questions. 6. Maximize sales opportunities by contacting potential investment clients based on internal and ... to identify existing client, account, and product attributes that present sales potential. 7. Provide operational guidance to Financial Advisors ranging from… more
- Raymond James Financial, Inc. (Coral Gables, FL)
- …63 & 65, or 66 as required by state. + Life, Health, and Variable Annuity Insurance Licenses. + NFA Commodities License required if any commodities trading is ... accounts. + Develops and implements plans to meet office sales goals. + Facilitates sales promotion activities...managed underwritings. + Participates in community affairs as a representative of the firm. + May service clients in… more
- CVS Health (Largo, FL)
- …the client experience. **Required Qualifications** + Active Florida Health, Life, and Variable Annuity Insurance License (or ability to obtain within 120 days of ... client satisfaction, retention, and engagement by serving as a trusted onsite representative to our public sector client. This field-based role centers on delivering… more