- City National Bank (Tallahassee, FL)
- …Develops "partnering" relationships with Independent Financial Advisor, accounting firms, and estate planning firms with the objective of providing the highest level ... industry developments. * Ensure that the transition from the sales process to portfolio management is smooth and accurate....assets to the firm using a highly professional consultative sales approach. WHAT DO YOU NEED TO SUCCEED? *Required… more
- Siemens Energy (Orlando, FL)
- …of their needs and to define the requirements. You'll be responsible for sales and CRM related solutions within Siemens Energy, including development as well as ... of experience as a salesforce developer or solution architecture preferably utilizing Sales Cloud, Service Cloud, Experience Cloud, and/or Marketing Cloud. + Proven… more
- Fifth Third Bank, NA (Orlando, FL)
- …monitoring, and reporting risks of all types. ESSENTIAL DUTIES AND RESPONSIBILITIES: Sales : + Develops and prospects internal and external centers of influence to ... spot client needs that result in AUM, Loans, Deposits, Estate Planning, and Wealth Planning. + Acts as the...proficiency in the utilization of consultative and advice driven sales ; manages execution of client service standards to develop… more
- BMO Financial Group (Apollo Beach, FL)
- …and preferred banking channels while recommending tailored solutions addressing both sales and service needs (eg everyday banking, retail investments, lending ... applications. + Experience in a consultative customer service or sales role, with a drive to deliver a personal...as well as restrictions on performing in a real estate agent capacity. **Salary:** $41,714.00 - $65,000.00 **Pay Type:**… more
- CBRE (Tallahassee, FL)
- …us - CBRE Energy and Renewables** CBRE is the world's largest commercial real estate services and investment firm. The CBRE Energy and Renewables group operates like ... high-performing business development and relationship management professional with strong sales instincts and transactional acumen to build strategic partnerships… more
- Robert Half Finance & Accounting (Delray Beach, FL)
- …receivable (A/R) payments and make required bank deposits. + Calculate, record, and pay sales tax accurately and on schedule. + Record and reconcile retail business ... sales on a daily/weekly basis. + Perform bank reconciliations...accounting experience, including tax preparation and filings; commercial real estate or property management industry a plus. + Strong… more
- USAA (Tampa, FL)
- …member needs. Provides intermediate protection planning advice, including insurance protection, estate planning and enhanced solutions like long term care products. ... take action on recommendation(s) and resolves objections using intermediate sales techniques and intermediate persuasion skills. Implements recommendation(s). +… more
- DR Horton, Inc. (Panama City Beach, FL)
- …goes smoothly for all parties involved * Make presentations on loan products in sales meetings and with Sales staff in builder communities * Quickly respond ... accurately and effectively to potential business sources * Develop sales leads for mortgages in builder communities and real... leads for mortgages in builder communities and real estate offices * Provide weekend coverage in builder communities… more
- Regions Bank (Orlando, FL)
- …and services including financial planning, asset management, personal trust and estate planning, insurance and risk management services, consumer and mortgage ... relationship management, business development and presentation skills + Advanced sales , negotiation, problem solving, and interpersonal skills + Anticipates client… more
- Regions Bank (Naples, FL)
- …and services including financial planning, asset management, personal trust and estate planning, insurance and risk management services, consumer and mortgage ... relationship management, business development and presentation skills + Effective sales , negotiation, problem solving, and interpersonal skills + Excellent verbal… more