- Guardian Life (Tallahassee, FL)
- …and design cases that fulfill the needs of prospects and clients and drive sales . + Work closely with Guardian's broker dealer (Park Avenue Securities) to ... The Business Resource Center (BRC) is Guardian's advanced sales department, and we are seeking a Advanced Planning Consultant. We are an organization providing… more
- TD Bank (Doral, FL)
- …service model/experience for TD Wealth clients + Meets quarterly and annual sales goals + Deepens wallet share by anticipating client needs and suggesting ... professional manner + Is involved in the community and support TDBG charity and community initiatives **Education & Experience:**...+ 2+ years of providing advice, planning and investment sales + SIE, Series 7, Series 63 required +… more
- Neuberger Berman (FL)
- …+ Coordinate all prospect meetings, final presentations, RFP activities and any other sales support activities related to the sales opportunity pipeline ... The goal of the Advisor Consultant is to increase sales and revenue of Neuberger Berman mutual funds, SMAs,...and develop the Northern Florida territory targeting wirehouses and broker dealers by actively developing relationships with advisors to… more
- Acosta Group (Tampa, FL)
- …financial tools, trade spend reconciliation, order and claims alerts, data submissions and support . All necessary job functions required to support the Business ... accurate pricing and promotions on customer orders. + Data Support - Submissions of price changes, item setup requests...prior experience with data entry, preferably with a food broker or college graduate. + Must have prior experience… more
- Anywhere Real Estate (Tampa, FL)
- …Our Franchise Group delivers value to agents and brokers through powerful marketing, sales support systems, training, mentorship, and tools & technology that ... know "We Want You." Using your exceptional phone and sales skills, passion and enthusiasm, you'll encourage them to...and enthusiasm, you'll encourage them to meet with the broker by offering them an opportunity they can't pass… more
- Highmark Health (Tallahassee, FL)
- …and transparency of Quote to ID card status to customers, including Groups, Sales and Support teams within the company. Responsible for resource planning, ... Coordinators, Associate Analyst, providing, guidance, feedback, training, motivation, and support . This team is responsible for posting funds received from… more
- Paychex (Sarasota, FL)
- …on fostering an inclusive and innovative culture. Our leaders are here to support your career journey; they and our dedicated employees embody the values that ... drive us to support each other, our clients, and our communities. Join...exceeds set expectations as a dedicated account manager, licensed broker , and internal liaison for a specific 'book of… more
- PNC (FL)
- …Compliance Program Advisor should have the following: * Capital Markets and or Broker Dealer experience * FINRA regulatory licenses (series 24 or 53) are preferred ... business line - Designing and implementing compliance monitoring activities over sales and trading practices. - Leading the communication and socialization of… more
- USG Insurance Services, Inc. (Tampa, FL)
- …and Houston Who We Are: Welcome to USG, a distinguished national wholesale broker and managing general agent (MGA) with a prominent presence across the nation. ... necessity for staying relevant in the marketplace. Our in-house IT development and support teams, located in Canonsburg, PA, expertly oversee and manage both our… more
- Deloitte (Lake Mary, FL)
- …projects in a fast-paced, team environment + Lead and assist Customer and Sales Operations pursuits and practice development initiatives + Promote and participate in ... in logical thinking, decision making, problem solving, and attention to detail. + Support new business processes around global trade and other areas such as supply… more