- Raymond James Financial, Inc. (St. Petersburg, FL)
- …or 65/63 is Required * Series 53, Life, Health, and Variable Annuity Insurance Licenses preferred **Education** **Work Experience** **Certifications** **Travel** ... and procedures. Monitors day-to-day activities of financial advisors and registered sales assistants to ensure compliance with internal policies and procedures, and… more
- Fifth Third Bank, NA (Pembroke Pines, FL)
- …required. Variable Annuity license is required. + Motivated by commission sales , recognition programs, and internal sales competition among co-workers. + ... of clients with more complex financial profiles. Accountable for sales of full range of securities products and achieve...66 (or 63 and 65) and appropriate state required insurance licenses (exception: 7 and 63 in Michigan and… more
- Lincoln Financial (Tallahassee, FL)
- …and initiatives. You will independently assess complex financial risks related to insurance products, determine price at which LFG accepts risks, alter coverage ... plans/levels, and bind LFG in transactions for insurance products. You will determine whether to accept or...authority, at which to accept the risks posed by sales . + Negotiates complex benefits & pricing on non-experienced… more
- Lincoln Financial (Tallahassee, FL)
- …and as part of a team. You will assess financial risks related to insurance products, determine price at which LFG will accept risks, alter coverage plans/levels ... risk & pricing, and bind LFG in transactions for insurance products. You will determine whether to accept or...authority, at which to accept the risks posed by sales . + Negotiates more complex benefits & pricing on… more
- Lincoln Financial (Tallahassee, FL)
- …issues. This opportunity will provide the ability to grow within the group insurance industry while gaining new skills and building strong working relationships. If ... services and operational structure to enhance ability to identify and target sales growth opportunities. + Provides education, information, training & advice on… more
- Truist (Winter Park, FL)
- …time frame required for presentation and answering of questions. 6. Maximize sales opportunities by contacting potential investment clients based on internal and ... to identify existing client, account, and product attributes that present sales potential. 7. Provide operational guidance to Financial Advisors ranging from… more
- Truist (Coral Gables, FL)
- …time frame required for presentation and answering of questions. 6. Maximize sales opportunities by contacting potential investment clients based on internal and ... to identify existing client, account, and product attributes that present sales potential. 7. Provide operational guidance to financial advisors ranging from… more
- Lincoln Financial (Tallahassee, FL)
- …You will directly impact how the team is best positioned to support Operations & Sales teams as well as advisors, consultants, and TPA firms to ensure they are ... and verbal communication skills. _Nice-to-have experience (Preferred):_ + Group Insurance Operations experience + New Customer Onboarding/Implementation experience +… more
- USAA (Tampa, FL)
- …military service or a military spouse/domestic partner. + 3+ years of direct Annuity Sales Experience + Experience working in an Inbound/Outbound Call Center ... retirement planning advice, tax-efficient distribution options, health expense budgets, insurance solutions, estate planning and enhanced solutions like long term… more
- Lincoln Financial (Tallahassee, FL)
- …This opportunity will provide the ability to grow within the group insurance industry while gaining new skills and building strong working relationships. If ... with internal and external customers including claims management, account managers, sales , underwriters, brokers and clients. + You will partner with Distribution… more