- Raymond James Financial, Inc. (St. Petersburg, FL)
- …in a fast-paced work environment. * Preparing and delivering clear, convincing and professional sales presentations to small and large audiences. * Problem ... to create new and manage existing relationships with regional wire houses, financial advisors/brokers and agents to generate required production/ sales revenue… more
- Truist (St. Petersburg, FL)
- …the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative conversations and ... proficiency with routine client maintenance requests, problem resolution and advanced sales functions regarding deposit, credit, convenience and other product and… more
- Travelers Insurance Company (Orlando, FL)
- …and supports business units including Private-Non-Profit, Public Companies, Financial Institutions, Insurance Companies, Investment Advisors, and Professional ... with and supports business units including Private-Non-Profit, Public Companies, Financial Institutions, Insurance Companies, Investment Advisors, and Professional… more
- City National Bank (Tallahassee, FL)
- …in assigned territory. * Generate new assets to the firm using a highly professional consultative sales approach. WHAT DO YOU NEED TO SUCCEED? *Required ... CO* WHAT IS THE OPPORTUNITY? Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys referring clients to Rochdale and to communicate and… more
- USAA (Tampa, FL)
- …and registered in all required states and jurisdictions. + 4 years of financial industry and/or sales experience. + Experience delivering frequent written and ... USAA?** At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We… more
- PNC (Fort Lauderdale, FL)
- …Building, Credit, Credit Products, Customer Engagement, Decision Making, Financial Analysis, Identifying Sales Opportunities **Competencies** Business ... Spanish preferred. PNC Business Bankers provide cash flow solutions to businesses with annual sales from $1 million to $5 million. As a trusted advisor within a… more
- Truist (Bal Harbour, FL)
- …market segment within the Truist footprint). Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen ... clients deem outstanding. 2. Establish and periodically update understanding of client financial needs and conditions based upon sound profiling and personal … more
- Fifth Third Bank, NA (Boca Raton, FL)
- … financial and/or estate planning related work, preferably at a high quality professional financial services company or firm. + High level of technical ... for high net worth prospects and client relationships involving complex financial issues and strategies, typically including multi-generational trusts, closely held… more
- TD Bank (Coral Gables, FL)
- …team leadership of less experienced Relationship Managers + Makes and assists in sales calls, gathers financial and general business information and explains ... Market (MM) Senior Relationship Manager (RM), Commercial Banking, is an external sales role that proactively executes integrated sales , service, and relationship… more
- JPMorgan Chase (Jacksonville, FL)
- …Home Lending Advisors and Associates who are dedicated to serving our customers' financial needs. This role offers a unique opportunity to advance your career while ... and grow a team of Home Lending Advisors/Associates, maximizing sales opportunities. + Demonstrate exceptional leadership by attracting, recruiting, retaining,… more