- Thrivent Financial (Fort Lauderdale, FL)
- The Market Director is a key area leader to help drive growth through advisor teams and future team leaders to serve Thrivent's clients. The Market Director ... grow. This role should be experienced in the financial services industry with a strong expertise and ability to...processes and systems. + Work with the Community Engagement team and others to develop and implement advisor… more
- HUB International (Gainesville, FL)
- …complements advisor responsibilities for new business development and existing client perpetuation, and is expected to maintain a book of accounts based ... etc.). + Complete comparisons, benefit/cost analysis and reports for advisor 's and team 's review and discussion per...with insurance companies and insureds on problems with policy services , claims or coverage concerns. + Assist advisor… more
- Hanson Professional Services Inc. (Miami, FL)
- …and external client bases + Working independently and as a team member to problem solve and learn new technical skills **Education/Experience:** _The minimum ... growth and development, then a career at Hanson Professional Services Inc. is just what you are looking for....variety of technically challenging projects and be an integral team member as we grow our project portfolio in… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …focus on (1) Sales (identifying revenue opportunities and forecasting), (2) Marketing ( client acquisition techniques), (3) Client Service Standards ... problems or needs. Delivers personalized one on one and team coaching, group coaching, and consultations to advisory teams...services industry. + Performance or actions necessary for advisor and branch professionals to build and refine a… more
- RailPros Field Services (Jacksonville, FL)
- Who WE are: RailPros is the premier provider of engineering and diversified safety services to America's rail and transit industry. Driven by a passion for our ... challenges and earning their trust through teamwork, continuous improvement, and service excellence. As a people-first organization, we prioritize the well-being and… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …a high level of customer service , and address and resolve escalated advisor and client issues. * Use appropriate interpersonal styles and communicate ... aspects of the sales process, and assists Regional Consultant Team to execute a business plan within a specific...advisor interaction including meetings, phone calls, zoom meetings, client meetings, in person meetings, and other metrics as… more
- Bank of America (St. Augustine, FL)
- …Key responsibilities include deepening client relationships through platform services , supporting clients with self- service or transactional activities, and ... provide financial center clients with both consumer and small business solutions, services , and strategies when uncovering personal banking needs and helping clients… more
- Cognizant (Tampa, FL)
- …industry team ! As an Engagement Delivery Partner, you will be part of Delivery team and serve as a strategic advisor and subject matter expert (SME) within ... a trusted Salesforce and Retail/CPG Technical Solution SME:** Act as a trusted advisor by leveraging Salesforce insights to anticipate client needs, align with… more
- Concentrix (Tallahassee, FL)
- …Builds and demonstrates a strong understanding and knowledge of BPO and Technical Services associated with their target client 's industry sector. - Develops and ... contacts across various verticals and a world class operations team to deliver the solution. Our team ...client relationships of trust and become a trusted advisor . - Excellent problem-solving and conflict-resolution abilities. - Ability… more
- Raymond James Financial, Inc. (Coral Gables, FL)
- …identify client goals and tolerances. + Assists with developing individualized client investment strategy for Financial Advisor . + Responds to inquiries from ... analyzing portfolio analytics, asset allocation and investment holdings with client portfolios and make appropriate recommendations when warranted. Provides… more