- Synchrony (Tallahassee, FL)
- …metrics within their assigned territory. The Metro PDM owns a defined book of mid-to-large practices; prioritize accounts, set practice-level strategies, and select ... the surrounding area. + Strategically plan, organize, prioritize and independently manage book of business to meet/exceed revenue and application goals + Proactively… more
- GuideOne Insurance (Sarasota, FL)
- …- Group Affiliated Programs, you will be responsible for managing a book of program business for profitability and growth, including responsibility for advising ... in order to achieve desired profitability and growth of book of business within established goals and business metrics....lines. + Manages risk portfolio to ensure the assigned book of business is tracking with established goals and… more
- Regions Bank (Orlando, 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...skills + The PWM Wealth Advisor will service a book of mostly international clients + Demonstrate a high… more
- PNC (Coral Gables, FL)
- …Qualifications: - Fully bilingual in English & Spanish. - Self-starter with book business and network of Centers of Influence (COI) relationships to generate ... + Handles relationship management activities with new and/or existing clients in a book of business to grow sales, revenue and market share with relevant sales… more
- AON (Miami, FL)
- …identify and meet client needs and thereby retain and grow a profitable book of business. Through service, pricing, consultation, and reporting, you will promote the ... identify and meet client needs and thereby retain and grow a profitable book of business. Through service, pricing, consultation, and reporting, you will promote the… more
- Wayfair (Boca Raton, FL)
- …Strong understanding of the key tenants of a sales process and sales funnel. + Book Management: Minimum of 3 years of experience managing a large book of ... business and driveline sales pipeline progress (B2B sales experience preferred). + B2B Expertise: Proven ability to navigate complex B2B sales cycles, conduct business needs analyses, and apply sound business judgment. + Retail/Field Experience: 1-2 years of… more
- Regions Bank (Destin, FL)
- …experience, including a minimum of two (2) years growing and managing a dedicated book of small business clients across an assigned territory + High school diploma ... to include at least two (2) years growing and managing a dedicated book of small business clients across an assigned territory **Preferences** + Credit/Analyst… more
- Wells Fargo (Miami, FL)
- …Spanish **Desired Qualifications:** + 1+ year of experience managing a dedicated book of small business customers across assigned territory + Knowledge and ... understanding of book of business + Experience using strong business acumen to provide financial services consultation to small business customers + Extensive… more
- Truist (Coral Gables, FL)
- …fitness efforts through review of relevant reports and ensuring timely updates to book management data (ie pipelined reports and referrals) + Support the sales and ... proficiency in specialty-specific support activities, including servicing a commercial book of business, demonstrate a basic understanding of treasury services… more
- Kemper (Fort Myers, FL)
- …**.** As a licensed insurance agent, you will be assigned an established book of business that provides prospecting opportunities for new sales and immediate income ... model, agents have the opportunity to determine their own income. As your book of business expands, so does your earning potential. Exceptional performance is also… more