- Highmark Health (Tallahassee, FL)
- …This job maintains existing business, generates new business, and grows a profitable book of business which has been underwritten in the group insurance market. The ... of group insurance accounts within the confines of underwriting guidelines, sales , profit, and persistency targets. Works through distribution channels of existing… more
- PNC (Coral Gables, FL)
- …AMG banking transactions to ensure quality and efficiency. + Manages/monitors book of business to ensure client satisfaction, client retention and expansion ... of sales revenue. PNC Employees take pride in our reputation...a role. Listed below are skills, competencies, work experience, education , and required certifications/licensures needed to be successful in… more
- Bank of America (St. Petersburg, FL)
- …world specializing in goals-based wealth management, including planning for retirement, education , legacy, and other life goals through investment advice and ... a client's investor profile and financial resource objectives, building a sustainable book of business, and providing opportunities for advisors to pursue a career… more
- Raymond James Financial, Inc. (West Palm Beach, FL)
- …& Associates (RJA) retail branch. May service clients in his/her own book of business. **Essential Duties and Responsibilities** + Attracts, selects, orients, ... accounts. + Develops and implements plans to meet office sales goals. + Facilitates sales promotion activities...the firm. + May service clients in his/her own book of business. + Performs other duties and responsibilities… more
- CVS Health (Tallahassee, FL)
- …The Associate Account Manager for this important position will be assigned a specific book of business, and will be responsible for managing the day to day incoming ... and effectively position our products with an emphasis on expanding our book of business. **Required Qualifications** + 2-5 years industry experience, with… more
- Truist (Miami, FL)
- …below. Specific activities may change from time to time. 1. Manage a profitable book of clients consisting of small to mid-size law firms and attorneys, consisting ... of deposits, loans, and assets under management. Typical book size $3MM-$4.5MM in revenue with emphasis on family wealth relationships of tenured partners within LSG… more
- FREEMAN (Orlando, FL)
- …This position will support our AV Business Development group under our Growth ( Sales ) team. It is eligible to work a hybrid schedule, generally requiring work ... and all related services and support. * Focused on sales to corporate organizations within an assigned or self-defined...external contacts in a loyal, ethical, and moral manner. ** Education & Experience** * Bachelor's degree preferred, High School… more
- Wells Fargo (Altamonte Springs, FL)
- …relationship manager for a portfolio of small business customers with annual gross sales between $500k and $2MM in an assigned territory using customer relationship ... a combination of the following: work experience, training, military experience, education . **Desired Qualifications:** + 1+ year of experience managing a dedicated… more
- Lincoln Financial (Tallahassee, FL)
- …Investment related footnotes and disclosures) and Statutory reporting (including blue book and green book schedules, footnotes, general interrogatories, ... non-discriminatory factors including but not limited to work experience, education , location, licensure requirements, proficiency and qualifications required for the… more
- Kestra Financial (Tampa, FL)
- …and prioritize in a fast-paced environment. This position will service an existing book of business and will be charged with developing new business. + Cultivate ... conducting insurance reviews for existing relationships on a mature book of over 1K policies. + Develop campaigns that...track personal commission (Excel) + Keep up with continuing education and ever changing industry standards Qualifications + 2+… more