- Kestra Financial (Tampa, FL)
- …of monthly/quarterly initiatives to stakeholders + Maintain CRM database with clients and prospect + Create and track personal commission (Excel) + Keep up with ... continuing education and ever changing industry standards Qualifications + 2+ years of relevant industry experience + Current Florida 2-14/15 Life and Variable annuity license + Estate planning and case design experienced preferred + Knowledge of Microsoft… more
- Wolters Kluwer (FL)
- …the territory + Maintain retention of existing customer base in territory + Prospect and develop new business within territory + Prepare proposals and provide ... information regarding terms of sales and delivery dates, based on customer needs + Provide accurate weekly forecast updates to Director of Sales + Regular travel within territory and required customer facing activity each month (25%) + Achieve sales objectives… more
- Wolters Kluwer (FL)
- …more years of B2B sales experience, including: + Developing and qualifying prospect lists + Consistently achieving/exceeding quotas and goals + Developing and ... executing business plans and forecasts + Translating contacts gained through extensive networking into legitimate business opportunities + Making in-person presentations to prospective clients to explain the business' products and services and their alignment… more
- JPMorgan Chase (Tampa, FL)
- …to develop business network and prospects + Develop relationships with clients, prospect and centers of influence through in-person/virtual calls to understand the ... needs of the business and its owners and develop the full financial relationship + Understand the personal financial goals and needs of the owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to… more
- Navy Federal Credit Union (Pensacola, FL)
- …clients. + Identify prospective participation partners/opportunities through prospect calling, networking, and leveraging existing participation business. ... + Keep current with legislative and industry updates to identify areas for market growth/opportunities, and/or potential concerns impacting NFIS clients and/or business environment. + Monitor accounts to ensure accurate processing, identify discrepancies,… more
- ADP (FL)
- …matter experts) from ADP's Tax Credits Operations team to help validate a prospect 's eligibility to benefit from the R&D and other Tax Credits. Integrity, ... resilience, positivity, and a "refuse to lose" attitude are must-haves in this job. As with any role in sales, you will experience ebbs and flows. However, challenges should ignite your determination and invigorate you to thrive, not weigh you down. In return,… more
- Rubrik (Tallahassee, FL)
- …to support joint business plans aligned to Rubrik's GTM channel priorities. Focus on prospect /customer facing activities. + Lead and coach a team to execute end to ... end programs to drive partner-sourced pipeline. + Be responsible for a pipeline target tied to channel marketing. + Be a partner to channel leaders and proactively meet with resellers' sales and marketing teams to align on quarterly marketing plans and… more
- First Horizon Bank (Sarasota, FL)
- …regular outbound calls to clients and prospects, including participating in client/ prospect calling activities during special deposit/loan campaigns. + Assist client ... with loan application for personal/retail consumer needs and "handing off" the processing of these applications to the appropriate associate. Client experience + Research and resolve problems and respond to client inquiries on account status. + Deliver… more
- Regions Bank (Pembroke Pines, FL)
- …Regions' solutions + Conducts outbound phone calls using generated customer and prospect lead lists to expand existing customer relationships and acquire new ones ... + Partners with branch leadership on new business development opportunities and fosters financial wellness within local communities + Provides consistent coaching to junior level bankers to assist with strengthening their product knowledge and identifying… more
- GoTo (Tallahassee, FL)
- …Executive** **, S** **mall Business** **you would be working o** **n:** + Prospect - Tailor your communication to the customers' needs and offers insights that ... compel them to think differently; has strong verbal and written communication skills. + Closing - Demonstrates strong deal management skills with the ability to quickly close leads from Channel and Partner sources in Small Business size focusing on generating… more