- BMO Financial Group (West Palm Beach, FL)
- Provides advisory-based sales and relationship management to attract, retain and grow a portfolio of prospect and client relationships and deliver an exceptional ... advice and solutions designed to meet the client's specific financial planning needs. Coordinates and integrated team of subject...client. + Develops and executes the business development strategy, sales targets and the sales results for… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …both orally and in writing, with all organizational levels. * Work effectively with Financial Advisors as their sales supervisor and enforce company policies and ... **Department Overview:** Raymond James Financial is a Florida-based diversified holding company, headquartered in St. Petersburg, FL. Raymond James provides … more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …both orally and in writing, with all organizational levels. + Work effectively with Financial Advisors as their sales supervisor and enforce company policies and ... and reports. + Acts as liaison between department and Divisional Management, Sales & Supervision and other parties to communicate identified concerns requiring… more
- US Bank (Sarasota, FL)
- …best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We ... group. Demonstrates an ability to identify, develop and close sales opportunities from both new outside clients as well...other related field + 15 or more years of financial services experience + 10 or more years of… more
- World Insurance Associates, LLC. (West Palm Beach, FL)
- Insurance Sales Producer - Personal Lines Private Client Advisor Position Overview World Insurance Associates ("World") is a unique financial ... + Collaborate with World's Private Client team and carrier partners to design tailored insurance programs. + Track all sales activities in HubSpot and leverage… more
- World Insurance Associates, LLC. (Tampa, FL)
- World Insurance Associates ("World") is a unique financial services organization with a global network of brokers and specialists who empower people to make ... their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of...client "pitch decks" / presentations. Compensation As a World Insurance Client Advisor , your compensation is tied… more
- Anywhere Real Estate (Jacksonville, FL)
- …strategies. Actively participate in role acceleration training and ongoing development opportunities. + ** Sales Advisor ** : Effective and regular use of CRM to ... services, sales enablement and growth teams to achieve and improve effectiveness. + ** Sales Advisor :** Guide prospects through all phases of the sales … more
- Fiserv (Tallahassee, FL)
- …money and information in a way that moves the world. We connect financial institutions, corporations, merchants, and consumers to one another millions of times a ... scale, come make a difference at Fiserv. **Job Title** Sales Executive, Cards **What does a successful Sales...deliver differentiated customer value and serve as a strategic advisor to your clients. **What you will do:** +… more
- Truist (Orlando, FL)
- …current clients and actively sourcing prospective clients. Provides leadership to the Financial Advisor team, contributing to the short and long-term strategic ... in the establishment of the strategic direction of the Financial Advisor team to increase revenue. 2....developing and maintaining a profitable level of securities and insurance sales by executing on opportunities identified… more
- Mass Markets (FL)
- …in the industry. We are seeking a dynamic, visionary, and results-driven SVP of Sales to lead our global sales organization. This high-impact role is responsible ... for shaping and executing the company's sales strategy, driving revenue growth, and building strategic partnerships...with key clients and stakeholders, serving as a trusted advisor and champion of the company's value proposition. +… more