- Bank of America (Palm Beach, FL)
- …world specializing in goals-based wealth management, including planning for retirement, education , legacy, and other life goals through investment advice and ... into the next stage of the Advisor Development Program, beginning building a book of business as a Financial Advisor trainee. You will complete dedicated training… more
- Truist (Orlando, FL)
- …activities may change from time to time. 1. Grow and manage a profitable book of clients of mid-size law firms, consisting of deposits, loans, and institutional ... investments. Typical book size $5MM+ in revenue with emphasis on balance...teammates. 16. Fosters continued personal and professional growth via education seminars, conference attendance, and other continuing education… 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 (Tampa, 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
- MetLife (Tampa, FL)
- …across our different Regional Market customer segments, as well as support our sales partners with internal and external pre and post-sale activities associated with ... existing customer relationships. Key Responsibilities * Directly aligned to assigned distributions' book of business for 2-5K lives that varies in level of… more
- Navy Federal Credit Union (Tampa, FL)
- …products and services offerings + Accountable for managing an established book of business, including growing the portfolio, developing and maintaining relationships ... member engagement both nationally and within a determined locality + Analyze book of business, portfolios and interactions to determine new business opportunities… 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
- Ryder System (Miami, FL)
- …Programmed Maintenance, Lease Financing and Fleet Management Services) by utilizing the Ryder Sales Process. The CEM's book of business will typically consist ... management of assigned accounts in the Business Unit (BU); the education /development of customer interest in additional Ryder services (including Full-Service Lease,… more
- HUB International (Tallahassee, FL)
- …and sustaining profitable business by providing high level technical and sales expertise with commercial insurance coverages for the clients of independent ... SPG's core business partners and their products + Work optimally with team to ensure sales targets are achieved + Work with clients to ensure the optimal coverage is… more
- BrightView (Homestead, FL)
- …the Maintenance book of business. + Develop customized proposals and sales presentations that address client needs and highlight company value + Negotiate and ... services and installation projects. This role requires a strong balance of sales expertise, industry knowledge, and relationship management to expand the client… more