- Paychex (Sarasota, FL)
- …through virtual interactions. + Scheduling appointments with referral sources, specifically the broker channel to secure referrals to end users. + Conduct outbound ... prospecting via cold calls, emails, and social engagements, and follow up on marketing leads, to qualify opportunities and generate pipeline. + Use technology tools to accurately track activities and forecasts. + Collect data to support underwriting process,… more
- Lincoln Financial (Tallahassee, FL)
- …to help put their goals in reach. Lincoln Financial Distributors, a broker -dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial ... is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors,… more
- Truist (Bal Harbour, FL)
- …supervisory functions that are routinely associated with those of a retail broker /dealer and RIA supervising principal in the securities industry. The supervisory ... functions mainly focus on the review and acceptance of new accounts introduced to the firm, money movement and trade corrections. Responsible for following regulatory policy as a Registered Principal for the firm. **Essential Duties and Responsibilities:**… more
- Paychex (Orlando, FL)
- …Scheduling appointments and visiting potential and current referral sources, specifically the broker channel to secure referrals to end users. + Prospecting for new ... clients and new referral sources outside of the Paychex base, utilizing the telephone, direct mail, seminars, current client visits, or other local marketing programs directed by Sales management. + Analyzing the prospects' needs and interests, determining… more
- Carrington (Jacksonville, FL)
- …as required to resolve outstanding issues. + Informs Account Executive, Broker , and/or borrower about discrepancies in title, appraisals, credit, employment, income ... and other file related items and status of the loan. + Reviews and evaluates credit information on mortgage loan documents to determine acceptability for loan programs. + Pulls or verifies credit reports and flood certificates as needed. + Submits completed… more
- Lincoln Financial (Tallahassee, FL)
- …to help put their goals in reach. Lincoln Financial Distributors, a broker -dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial ... is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors,… more
- Adecco US, Inc. (Orlando, FL)
- …PowerPoint is a plus. **Preferred:** + Experience using SAP. + US Customs Broker License. **Pay Details:** $31.03 to $34.48 per week Benefit offerings available for ... our associates include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and a 401K plan. Our benefit offerings provide employees the flexibility to choose the type of coverage that… more
- HCA Healthcare (Jacksonville, FL)
- …to support the program, serves as Co-Administrator for HealthStream and CE Broker and performs reception and other various clerical duties. **What Qualifications You ... will need:** + High School Graduate/GED required, Bachelor's Degree preferred. + 1-3 years of Administrative experience required + Strong IT skills and knowledge of general office procedures and departmental/hospital policies and procedures required. Memorial… more
- Anywhere Real Estate (Miami, FL)
- …through the network. + Consults with and coaches affiliates to improve broker profitability and identify and drive ancillary revenue opportunities + Drives adoption ... of marketing initiatives by introducing tools and methodologies to increase rates of usage + Provides support and assistance on agent recruiting and retention + Delivers presentations to affiliate leaders and agents on growth initiatives leveraging brand tools… more
- Guardian Life (Tallahassee, FL)
- …of prospects and clients and drive sales. + Work closely with Guardian's broker dealer (Park Avenue Securities) to drive revenue through PAS's multifaceted product ... platform. + Educate producers, so they can effectively convey advanced planning recommendations to prospects and clients and educate a client's professional tax and legal advisors on concepts and techniques unfamiliar to them. + Demonstrate superior… more