- HUB International (Fort Lauderdale, FL)
- …of retirement plans either directly with clients or in coordination with a Retirement Advisor . This role must understand all aspects of plan design, customer ... external reporting and internal procedures in order to build client relationships and solve problems proactively. This position is...Pursue career growth in the direction of becoming a Retirement Plan Advisor or Financial Planner +… more
- World Insurance Associates, LLC. (Tampa, FL)
- …presented client "pitch decks" / presentations. Compensation As a World Insurance Client Advisor , your compensation is tied to your effort and your ... to clients + Must be willing to become each client 's trusted risk management advisor and bring... and bring the entire World platform to each client (P&C, Employee Benefits, Retirement Plans, Wholesale,… more
- Bank of America (Pensacola, FL)
- …must determine when the Market Executive should be directly involved + Monitor advisor and client activity including financial transactions to ensure compliance ... in the world specializing in goals-based wealth management, including planning for retirement , education, legacy, and other life goals through investment advice and… more
- Concentrix (Tallahassee, FL)
- …build new client relationships of trust and become a trusted advisor . - Excellent problem-solving and conflict-resolution abilities. - Ability to analyze data ... as a result. - Proactively generates and builds new client relationships from qualification to close. - Demonstrates a...practices and disciplines of the company. Acts as an advisor and coach internally to develop win strategy through… more
- Oracle (Tallahassee, FL)
- … client , at their location, serving as trusted technical advisor .high quality, integrated solutions within constraints of time and budget. **Responsibilities** ... to help us continuously innovate how we deliver world-class client experiences on cloud applications projects. _At Oracle Consulting,...The tech lead is expected to perform as an advisor to the customer, provide guidance and direction, and… more
- Oracle (Tallahassee, FL)
- …time with the client , at their location, serving as trusted technical advisor . The role: The Oracle ERP Cloud PaaS4SaaS Technical Delivery Lead is a multifaceted ... to help us continuously innovate how we deliver world-class client experiences on cloud applications projects. _At Oracle Consulting,...The tech lead is expected to perform as an advisor to the customer, provide guidance and direction, and… more
- World Insurance Associates, LLC. (Miami, FL)
- …and payroll & HR solutions. Employee Benefits Sales Producer - Employee Benefits Client Advisor Position Overview World's Client Advisors bring comprehensive ... highest levels of discretion surrounding sensitive information Compensation As a World Insurance Client Advisor , your compensation is tied to your effort and… more
- WTW (Tampa, FL)
- …organizations worldwide in designing, managing, administering, and communicating all types of retirement plans. Whether a client has a defined benefit pension, ... **Description** Our Retirement team combines expertise in retirement ,...make a valuable difference every day to our high-profile client organizations focusing primarily on defined contribution plans. One… more
- Oracle (Tallahassee, FL)
- …(VISN). This executive-level role is responsible for acting as a trusted advisor to regional Veterans Affairs (VA) leadership and ensuring delivery of standardized ... as the primary executive liaison for assigned VISNs, acting as a trusted advisor to VA regional leadership. + Deliver clear, executive-level briefings and program… more
- WTW (Tampa, FL)
- …Manage client expectations and raise appropriate issues to Senior Consultants and Client Relationship Managers + Develop a trusted advisor relationship with ... part of a team to the entire range of retirement administration projects. If you're looking for an exciting...clients and internal team members in the delivery of client projects. You will collaborate with other Towers Watson… more