- JPMorgan Chase (Jacksonville, FL)
- …information and assistance to seamlessly connect them with an expert Home Lending Advisor . + Respond to reactive customer application leads, addressing inquiries ... to connect consumers with our Home Lending Advisors, ensuring an excellent customer experience. This role offers a dynamic work environment, the chance to… more
- DoorDash (Miami, FL)
- …existing marketplace restaurants on the potential to drive in store revenue through customer engagement + Serve as a trusted advisor to hospitality executives ... the door for hospitality operators to a new frontier of streamlined operations, customer insights and relationship management across all channels - from walk-in to… more
- HUB International (Gainesville, FL)
- …accounts in accordance with company objectives and procedures; complements advisor responsibilities for new business development and existing client perpetuation, ... based on location practice. **In this role, you will:** + Assist EB Advisor with request for insurance coverage quotes from insurance companies for organizational… more
- Ensono (Miami, FL)
- …enhanced customer experience. + **Relationship Management:** + Establish trusted advisor relationships with client stakeholders, from IT to business leaders. + ... Guide clients through the sales cycle, addressing concerns and ensuring alignment with their strategic objectives. + **Market & Industry Insight:** + Stay current on insurance industry trends, regulatory changes, and data technology advancements. + Provide… more
- Raymond James Financial, Inc. (Coral Gables, FL)
- …setup and maintenance. + May participate in live meetings with the Financial Advisor and their respective client(s). + Manages budgeting and tracking of Financial ... Advisor expenses. + Creates reports to build more practice...Handle stressful situations and provide a high level of customer service in a calm and professional manner. +… more
- Wells Fargo (Sarasota, FL)
- …. **In this role you will:** + Assist Financial Advisor (s) colleagues with service and operational related activities such as ... via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or quotes +… more
- CVS Health (Miami, FL)
- …beauty advisor experience through personalized sales service based on customer needs, effective upselling and suggestive selling, as well as subsequent follow-up ... you are excited about beauty! As the primary beauty advisor to our customers, you will provide friendly, knowledgeable...strive to build a personalized, robust basket for each customer . ** Customer Sales Experience** + Seek out… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …tasks and projects to complete work efficiently. * Provide a high level of customer service, and address and resolve escalated advisor and client issues. * ... financial advisors to drive department sales objectives and to increase financial advisor utilization. * Delivers effective presentations to large audiences. * Meets… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …fundamental scope and complexity, as well as serve as a technical training advisor to advisory teams. May provide comprehensive solutions to complex problems or ... of personalized team coaching, group coaching, practice management events/workshops, and advisor consultations + Primary focus on (1) Sales (identifying revenue… more
- Bank of America (Tampa, FL)
- …Senior level depending on experience of the candidate and needs of the Financial Advisor Team. The Trainee is a non-exempt position for a hire lacking required ... for performing a variety of specialized functions across a Financial Advisor team such as: Business Management, Business Development, Wealth Planning, Investment… more