- 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
- Paylocity (Miami, FL)
- …personal contacts and other sources + Build and maintain relationships within the Broker channel as well as other referral sources + Maintain contact with existing ... customers to determine needs for additional services + Attend trade shows, conferences and other events to promote Paylocity services + Meet or exceed quarterly and annual sales quota for your territory + Other duties as assigned Education and Experience + HS… more
- Truist (Orlando, 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
- Truist (Tampa, FL)
- …and managerial functions that are routinely associated with those of a retail broker /dealer and RIA. **Essential Duties and Responsibilities** + Manage a team of 4 ... - 10 Supervisors. + Provide coaching and focused training for team as needs are identified. + Supervisory responsibility for Investment Advisory accounts. Utilize multiple systems to ensure compliance with firm policies related to advisory account management.… more
- Siemens Energy (Orlando, FL)
- …years of people management and leadership experience in US Customs work. Licensed Customs Broker is preferred. + In-depth knowledge of CFR 15 and 19, complex customs ... valuation topics including value reconciliation and assists, US HTS classification, Section 232 and 301, CTPAT, Incoterms(R). Proven ability to manage global import programs and resolve audits or regulatory inquiries. + Ability to identify and propose… more
- Zurich NA (Maitland, FL)
- …and stewardship meetings + Loss summary review and inputs + Attending a broker meeting with Mentor You will learn: + Insurance underwriting basics + Relationship ... management + Organizational skills + Presentation skills + Collaboration skills + Time management skills Basic Qualifications: + Must be enrolled in an accredited college or university degree program in the fall semester following the internship + Must be a… more
- Zurich NA (Tallahassee, FL)
- …+ Strong communication skills and the ability to actively participate in client broker meetings + Work independently without close supervision + The ability to ... strategically appoint and manage third party surveyors to support global Loss control activity and review reports for content and quality + High degree of proficiency in using computer and related software or systems At Zurich, compensation for roles is… more
- Sedgwick (Orlando, FL)
- …combination of education and experience required. Experience with an insurance company, broker or consultant preferred. **Skills & Knowledge** + Excellent oral and ... written communication, including presentation skills + PC literate, including Microsoft Office products + Analytical and interpretive skills + Strong organizational skills + Good interpersonal skills + Ability to work in a team environment + Ability to meet or… more
- PNC (Fort Lauderdale, FL)
- …Wealth Management you will be a part of one of the fastest growing bank broker -dealers. You may be based in Austin, Dallas, Fort Worth, Houston, or San Antonio, TX, ... Boca Raton, Fort Lauderdale, or West Palm Beach, FL, Birmingham, AL, Charlotte, NC, or Phoenix, AZ. Bilingual Spanish preferred. PNC Wealth Advisors deliver tailored advice and strategic planning designed to help clients achieve their savings, investment, and… more
- The Hartford (Coral Gables, FL)
- …property treaties within tight turnaround times. + Review and validate broker and client submission data and engage proactively with brokers/clients modelling ... teams to resolve data and modeling queries. + Maintain ongoing communication with underwriting teams to understand business needs. + Develop and implement reporting and data solutions for exposure management. + Support catastrophe event response efforts. +… more