- WTW (Tampa, FL)
- …dental, life, disability, voluntary benefits, etc. You will interface with vendors and client service teams, prepare and communicate complex analyses to clients, ... varying client complexity by working across different client profiles and roles, including leading clients' financial... action + Partners with Global Delivery Centers and Client Service teams to deliver superior project… more
- World Insurance Associates, LLC. (Miami Lakes, FL)
- Company Overview World Insurance Associates ("World") is a unique financial services organization with a global network of brokers and specialists who empower ... outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top… more
- Deloitte (Jacksonville, FL)
- …organizational skills, ability to work autonomously, ability to influence others The team Global Finance Services uses the latest technology and insights ... to develop and lead global initiatives. We deliver strategic programs and services that unite our organization. Work you'll do Role requires excellent customer… more
- PNC (Sarasota, FL)
- …Presents sound financial recommendations and guidance to clients. Establishes individual financial plans based on client financial needs and objectives. ... clients meet their savings, investing and retirement goals. Our team of financial planning experts guide you...an investment and insurance book of business. Owns the client experience, efficiently handling sales and service ,… more
- Xerox (Tallahassee, FL)
- …to industrial environments, our differentiated business and technology offerings and financial services are essential workplace technology solutions that drive ... Enterprise Client Executive - IT Solutions - Sales **General...and production print technology, we've expanded into software and services to sustainably power the hybrid workplace of today… more
- World Insurance Associates, LLC. (Miami, FL)
- …data-driven insights. You'll work closely within a team of underwriters & financial analysts, while also collaborating with our service teams to deliver ... and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services , and human capital...fully insured, level funded, and self-funded. + Conduct standard client analyses in alignment with the service … more
- Bank of America (Jacksonville, FL)
- …of management experience including hiring, coaching and developing direct reports + Experience in financial services and knowledge of financial services ... include operating as a business owner and fostering a team environment, instilling an effective client -centric and...risks. + People Manager & Coach: Knows and develops team members through coaching and feedback. + Financial… more
- HUB International (Fort Lauderdale, FL)
- … service + Proactively engage in day-to-day communication with plan sponsors, advisors, client service team and marketing to enhance the education ... (Spanish Speaking) + 2-5 years of experience preferred in financial services , retirement plans, and investments +... player + Minimal travel requirements (conferences or on-site client visits) Department Account Management & Service … more
- Bank of America (Lady Lake, FL)
- …developing direct reports + Experience in the following industries: Consumer banking/ financial services , mortgage, retail and/or hospitality + Bachelor's Degree ... resource. Key responsibilities include managing as a business owner, fostering a team environment, and instilling an effective client -centric and risk culture.… more
- Edward Jones (Panama City, FL)
- …qualifications:** + Series 7 and Series 66 required + Experience in financial services working with clients, in-depth knowledge of investment products ... clients. + A support network that extends from your client support team office to your region...More About Awards & Accolades **About Us** Join a financial services firm where your contributions are… more