- Citigroup (Miami, FL)
- …generation. + Anticipate events in a client's life and business which have significant financial implications. + Serve as a trusted advisor to clients who ... frequently seek strategic advice regarding financial matters. + Build relationships with client families that...and gain introductions to potential clients which generate new sales . + Close the deal, making concessions that are… more
- Parker Hannifin Corporation (Naples, FL)
- …achieve division objectives. Typically, a mid-management level at a large division with high sales volume and multiple or complex product lines; may serve at a staff ... or may not include manufacturing areas. + Acts as the business area advisor to division staff concerning specific detail on program performance and contractual… more
- First Horizon Bank (Orlando, FL)
- …a financial advisor by educating the customer about financial strategies (eg Financialplanning, investments, insurance , credit, market trends) based on ... small business relationships through calling on targeted potential clients + Develops sales plans and strategies + Works closely with other departments and fulfills… more
- Deloitte (Jacksonville, FL)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... Mutual funds-Are you a leader, passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and… more
- Percepta (Melbourne, FL)
- …Customer Service Representative** provides online customers with a professional sales experience that positively influences the customer's purchasing decision. The ... of problem-solving skills, focusing on meeting customer needs through assumptive sales strategies and providing incentives to customers to increase purchases.… more
- Carnival Cruise Line (Miami, FL)
- …and other mental health resources + Additional programs include company paid term life insurance and disability coverage + Financial Benefits: + 401(k) plan that ... corporation working groups, ship and office audits. Act as a key advisor to senior leadership, cross-functional teams, and shipboard personnel, ensuring informed… more
- WTW (Tampa, FL)
- …selling, leading and delivering large client engagements and serving as a strategic advisor to clients in your areas of subject matter expertise. You'll also ... to the Executive Compensation practice and local office teams + Collaborate with sales operations, legal and client teams on client contracting terms (eg scope of… more
- CVS Health (Plantation, FL)
- …Health systems to serve as a subject matter expert and trusted advisor . + **Issue Escalation & Follow-up:** Collaborate cross-functionally with internal teams ... experience. **Required Qualifications** + Active Florida Health, Life, and Variable Annuity Insurance License (or ability to obtain within 120 days of hire). +… more
- Anywhere Real Estate (Jacksonville, FL)
- …about buying and selling real estate internationally, including cultural, legal, and financial nuances. 5. **Program & Event Execution** : Plan and execute monthly ... analyze data from global affiliates. 7. **Legal, IP & Financial Coordination:** Collaborate with internal partners on legal agreements,...Time . Paid Family & Paternity Leave . Life Insurance . Business Travel Accident Insurance .… more
- World Wide Technology (FL)
- …Responsibilities: + Works with Media & Entertainment customers and WWT Outside sales teams to obtain technical priorities, challenges, and initiatives that can be ... consultative fashion and is looked to as a trusted advisor by the account team, partners (OEMs) and the...50% travel + Excellent communication, interpersonal, presentation and technical sales skills The well-being of WWT employees is essential.… more