- Anywhere Real Estate (Orlando, FL)
- …of and in partnership with Coldwell Banker franchisees within a defined territory (the " Book of Business"). The focus of this role is on three primary pillars: ... growth and engagement. + Lead field support by partnering with Franchise Sales to evaluate and prioritize markets, develop growth strategies, and present at… more
- PNC (Hollywood, FL)
- …work within a highly collaborative circuit of branches and manage an assigned book of business. PNC Investments advisors execute an advice and planning strategy ... of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and… more
- Bank of America (St. Petersburg, FL)
- …a client's investor profile and financial resource objectives, building a sustainable book of business, and providing opportunities for advisors to pursue a career ... benefit clients or prospects + Develops and grows a book of business to meet and exceed pre-defined financial...experience working in the financial service industry and/or a sales environment where goals were met or exceeded +… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …& Associates (RJA) retail branch. May service clients in his/her own book of business. **Essential Duties and Responsibilities** + Attracts, selects, orients, ... accounts. + Develops and implements plans to meet office sales goals. + Facilitates sales promotion activities...the firm. + May service clients in his/her own book of business. + Performs other duties and responsibilities… more
- Paychex (Sarasota, FL)
- …a dedicated account manager, licensed broker, and internal liaison for a specific ' book of business' that is based on revenue and/or enrollment. Account Manager II ... customer service. + Responsible for meeting specific client retention goals for assigned book of business in support of Agency financial goals, and meeting service… more
- PNC (Coral Gables, FL)
- …AMG banking transactions to ensure quality and efficiency. + Manages/monitors book of business to ensure client satisfaction, client retention and expansion ... of sales revenue. PNC Employees take pride in our reputation...needed to be successful in this position. **Preferred Skills** Book Of Business, Client Satisfaction, Customer Retentions, Financial Management,… more
- Regions Bank (Naples, FL)
- …and deadlines including proper Know Your Customer (KYC) guidelines, call reporting, book of business management and maintenance, and manages all elements of risk ... and compliance needs for the book of business, and utilizing all the tools are...relationship management, business development and presentation skills + Effective sales , negotiation, problem solving, and interpersonal skills + Excellent… more
- Regions Bank (Jacksonville, FL)
- …and helps the team reach deadlines, including proper KYC guidelines, call reporting, book of business management and maintenance, and manages all elements of risk ... and compliance needs for the book of business, and utilizing all the tools are...relationship management, business development and presentation skills + Advanced sales , negotiation, problem solving, and interpersonal skills + Excellent… more
- Lucid Software (Tallahassee, FL)
- …to create business value across multiple personas, continually working to close sales opportunities. AEs will also work hand-in-hand with Customer Success Managers ... Effectively close business, prospect, and build personal relationships within existing book of accounts in assigned territory (West/Mountain) + Provide excellent… more
- Grifols Shared Services North America, Inc (Gainesville, FL)
- …Health Systems. The KAM will be responsible to coordinate and communicate the sales activities on a regular cadence with key Grifols Stakeholders across multiple ... departments and functions including Territory Sales Representatives, Regional Sales Directors, Managed Markets,...collaboration with all Grifols stakeholders + Understand the entire book of Biopharma business Grifols may have within a… more