- Lincoln Financial (Tallahassee, FL)
- …indexed annuities or similar solutions as well as a strong understanding of the annuity market and adjacent markets, this position could be for you! This role ... business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln's standard benefits package. **About The Company** Lincoln… more
- Truist (Weston, 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
- Lincoln Financial (Tallahassee, FL)
- …price, within a wider range of authority, at which to accept the risks posed by sales . * Works directly and independently with sales to address case issues and ... coverage level(s) & pricing. * Meets with brokers and sales teams to develop relationships, discuss target markets and...Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial… more
- Raymond James Financial, Inc. (Lakewood Ranch, FL)
- …The program takes a holistic approach by incorporating training for technical and sales skills to fully position new Advisors for success. In conjunction with a ... individual practice. The Trainee will balance new client development, sales activities, investment management, customer service and compliance with...start of the program. + Life, Health and Variable Annuity or the ability to obtain within six (6)… more
- Truist (Orlando, FL)
- …Supervisory responsibility for Broker Dealer activity including Securities Trading and Annuity Principal Review and Approval. Utilize multiple systems to ensure ... overall transaction and escalate complex matters to Team Lead and/or Divisional Sales Management. + Review of Electronic Correspondence/Social Media Review to ensure… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Performs reviews of client accounts. + Develops and implements plans to meet office sales goals. + Facilitates sales promotion activities such as seminars and ... 63 & 65, or 66 as required by state. + Life, Health, and Variable Annuity Insurance Licenses. + NFA Commodities License required if any commodities trading is done… more
- Raymond James Financial, Inc. (Boca Raton, FL)
- …AMP offers comprehensive education, training and mentorship of both technical and sales skills. The holistic approach of the program fully positions new advisors ... a minimum of four (4) years working experience, including sales (preferably intangible) or business experience demonstrating achievement preferred....7 & 66 required. + Life, Health and Variable Annuity or ability to obtain within 6 months from… more
- Lincoln Financial (Tallahassee, FL)
- …business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln's standard benefits package. **About The Company** Lincoln ... National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors,… more
- Lincoln Financial (Tallahassee, FL)
- …business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln's standard benefits package. **About The Company** Lincoln ... National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors,… more
- CVS Health (Plantation, FL)
- …client experience. **Required Qualifications** + Active Florida Health, Life, and Variable Annuity Insurance License (or ability to obtain within 120 days of hire). ... or client/account management. + Familiarity with managed care processes, healthcare sales , or pharmacy benefits. + Demonstrated experience with client-facing roles,… more