- Truist (Miami, FL)
- …to book management data (ie pipelined reports and referrals) + Support the sales and retention efforts by scheduling appointments, making follow up telephone calls, ... client and advisor operational requests related to transfers, withdrawals, and account opening/maintenance to the centralized service team + Work closely with… more
- Truist (Tampa, FL)
- …service, identifying and understanding the client's financial needs. Cross-trained to support sales and service activities as needed. Following is a summary of the ... compliance with current guidelines. 7. Serves as point of contact for account maintenance, problem resolution, identifying solutions and services and referring the… more
- CRC Insurance Services, Inc. (FL)
- …button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one.** _If you have a disability and need assistance ... by CRC. 7. Maintain current knowledge of the insurance industry and sales ideas through regular attendance at workshops, seminars, literature reviews and/or formal… more
- Truist (Winter Park, FL)
- …to book management data (ie pipelined reports and referrals) 3. Support the sales and retention efforts by scheduling appointments, making follow up telephone calls, ... client and advisor operational requests related to transfers, withdrawals, and account opening/maintenance to the centralized service team. 6. Work closely with… more
- Leonardo DRS, Inc. (Fort Walton Beach, FL)
- …preparing routine teaming agreements, MOUs, MOAs, and domestic and international consultant/ sales representative agreements and other contractual agreements + ... We are proud to offer competitive salaries and comprehensive benefits, including medical , dental, and vision coverage, a company contribution to a health savings… more