- Truist (Orlando, FL)
- …to time. Handles inbound calls from clients independently while looking for sales opportunities. Answers client questions within set standards. Consults with clients ... to uncover needs and provide opportunities to add value through holistic financial management. Demonstrates how particular investment solutions match client's… more
- JPMorgan Chase (Palm Beach, FL)
- …clients' needs and objectives in the short, medium and long term through a holistic goals-based planning approach + Strictly adhere to all risk and control policies, ... and skills** + A minimum of five years of financial services or service sales experience, established high net worth referral network and strong community presence +… more
- Citigroup (Jacksonville, FL)
- …banking, credit, life insurance, and investment needs and goals to provide holistic financial solutions. + Assist clients as needed with investment related tasks, ... + Proactively source, acquire and expand customer relationships by maximizing sales and service opportunities. + Make securities recommendations and provide… more
- Kyndryl (Tallahassee, FL)
- …system considerations, data conversion processes, and training requirements, offering them holistic solutions that align seamlessly with their budgets. In this ... and paid time off. Note: If this is a sales commission eligible role, you will be eligible to...role, you will be eligible to participate in a sales commission plan in lieu of the annual discretionary… more
- Carnival Cruise Line (Miami, FL)
- …+ Collaborate on joint projects to create synthesized reports that provide a holistic view of business performance. + **Identify opportunities to improve or optimize ... package is much more than your base salary. All non- sales roles participate in an annual cash bonus program,...roles participate in an annual cash bonus program, while sales roles have an incentive plan. Director and above… more
- Reyes Holdings (Orlando, FL)
- …support various AR activities including cash receipts, adjustments, and communication with Sales for chargebacks and deductions + You will maintain organized filing ... documentation, issue credit notes, process transactions, support the Finance and Sales teams with customer credit requests, and assist with audit documentation… more
- Highmark Health (Tallahassee, FL)
- …and the company's strategic roadmap and competitive position, and develop a holistic product vision and the corresponding product strategy to drive maximum value. ... or from site-to-site Rarely Works primarily out-of-the office selling products/services ( sales employees) Never Physical work site required Occasionally Lifting: up… more
- Reyes Holdings (Kissimmee, FL)
- …close to home. Position responsibilities: + As a Merchandiser, you will support our Sales & Delivery Departments by ensuring our products are up to date, our brands ... the Reyes Family of Businesses, our Total Rewards Strategy prioritizes the holistic well-being of our employees. This position offers a comprehensive benefits… more
- Southern Glazer's Wine and Spirits (Miramar, FL)
- …chain organization; will work cross-functionally to develop strategic planning with a holistic approach to future business needs. Ensure the appropriate use of ... and efficient processes + Analyze quantitative and qualitative Inventory, Forecast, Sales , Logistics, and Financial data + Applies advanced analytical methods and… more
- Truist (Venice, FL)
- …following job description:** JOB SUMMARY Direct and execute all marketing and direct sales activities for a Financial Advisor team with a goal of increasing client ... & Health Insurance licenses 2. Sound working knowledge of holistic banking/investment platforms, products, services, operations, and systems **General Description… more