- Raymond James Financial, Inc. (St. Petersburg, FL)
- …on the establishment of a successful integration plan. + Help senior colleagues manage client and customer relationships by using relevant sales or client ... transitions and recruiting new advisors. Acts in a professional sales and marketing capacity to help meet firm goals....and data on prospects to be used in the sales process and for suitability review. + Execute a… more
- Bank of America (Pensacola, FL)
- …internal and external standards, policies, laws, rules, and regulations related to client advice and recommendations, sales practice activities, and conduct of ... advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision...drive adherence of policies and procedures related to the sales practice conduct + Partners with FAs, CAs, and… more
- Ensono (Miami, FL)
- …resolving escalations and aligning expectations. + Own and maintain senior/executive client relationships. + Collaborate with sales and account management ... continuous improvement, scaling delivery capabilities and fostering a high-performing, client -centric culture. The VP will define and execute delivery strategies,… more
- Citigroup (West Palm Beach, FL)
- …above personal achievement. + Encourage team members to work together to deepen client relationships and exceed sales goals. + Align complementary experiences ... sources of wealth generation. + Anticipate events in a client 's life and business which have significant financial implications....and gain introductions to potential clients which generate new sales . + Close the deal, making concessions that are… more
- Citigroup (Miami, FL)
- …above personal achievement. + Encourage team members to work together to deepen client relationships and exceed sales goals. + Align complementary experiences ... sources of wealth generation. + Anticipate events in a client 's life and business which have significant financial implications....and gain introductions to potential clients which generate new sales . + Close the deal, making concessions that are… more
- Deloitte (Tampa, FL)
- …Bachelor's degree in a relevant discipline + Proven experience in managing people, client Interaction and sales + Demonstrated technical skills including Excel, ... projections + Conduct arrival and departure tax briefings + Manage client relationships and providing consultative services while exceeding expectations. + Identify… more
- Citigroup (West Palm Beach, FL)
- …responsible for providing full leadership and direction to a team of employees, grow sales and client base in coordination with the consumer sales ... of this role is to lead a team grow sales , build customer loyalty and recommend the development of...growth by identifying opportunities to deepen relationships and increase client acquisition and ensure clients receive optimal service and… more
- Citigroup (Plantation, FL)
- …Get Member (MGM) Program + Assist in strategies to grow the small business client and implement appropriate sales plans to target Book of Business customers ... position responsible for the assistance in the execution of sales , products or service activities in coordination with the...+ Deliver client services/outbound calls/inbound calls to acquire new relationships and… more
- MetLife (Tampa, FL)
- …TPAs and their General Agent/Brokers/Customers * Coordinate rate proposals with underwriting and sales * Attend client and industry events to represent MetLife * ... and Operations (GTO). In this role, you will partner closely with sales , underwriting and external relationships to execute on customer commitments. Specialty Market… more
- Deloitte (Tallahassee, FL)
- …Bachelor's degree in a relevant discipline + Proven experience in managing people, client interaction and sales + Demonstrated technical skills including Excel, ... English to Japanese for broad roll-out to the JSG client users + Correspondence with US and US India...a sense of urgency + Leadership skills in managing client relationships and the ability to develop customized solutions… more