• BPO RFP Writer

    Mass Markets (FL)
    …update proposal templates, presentation decks, and client communication materials. + Executive Engagement: Present proposals and strategies to senior leadership and ... C-level executives with confidence and clarity. + CRM Oversight: Manage CRM systems and sales tracking tools to ensure accurate pipeline and performance reporting. +… more
    Mass Markets (08/28/25)
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  • Retirement Planning Consultant-Client Team

    Aegon Asset Management (FL)
    …meetings with internal partners, such as client executives, communication directors, account managers and other key company stakeholders. + Participate in projects ... and time-management skills. + Ability to quickly learn new systems /technology. Preferred Qualifications + Certified Financial Planner (CFP) Working Conditions… more
    Aegon Asset Management (08/27/25)
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