- Citigroup (Boca Raton, FL)
- …**Qualifications:** + 5-8 years of experience + Experience in a proactive, successful sales and service role in the financial services industry + Strong ... The Senior Wealth Advisor SAFE Act is a seasoned professional role....procedures. **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family :**… more
- Humana (Tallahassee, FL)
- …caring community and help us put health first** With over 10 million sales interactions annually, Humana understands that while great products are important, it's ... the quality of our service that truly defines us. We know that when...center of everything it does. The Long-term Growth Strategy Advisor (Distribution) provides data-based strategic direction to identify and… more
- Walmart (Sarasota, FL)
- …**What you'll do ** Be a Team Member Collaborates with team members to fulfil sales and service requests educating other associates on tools tasks resources and ... Techie Leverages digital tools to plan for and drive sales improve the service experience and elevate...insurance -Paid time off benefits include PTO, parental leave, family care leave, bereavement, jury duty, and voting. You… more
- First Horizon Bank (Coral Gables, FL)
- …you have found your home with First Horizon Advisors. As a Financial Advisor , you will be responsible for developing client relationships and partnerships with ... the tools and proven methods that will lead to Advisor and Client success. If you are ready to...* Actively communicate the firm's value proposition and advice-based service offering to all stakeholders. * Develop client relationships… more
- Truist (Miami, FL)
- …States of America) **Please review the following job description:** A Legal Wealth Advisor 2 is responsible for origination and on-going management of a profitable ... under management. Typical book size $3MM-$4.5MM in revenue with emphasis on family wealth relationships of tenured partners within LSG client firms. 2. Develop… more
- H&R Block (Coral Springs, FL)
- …that will grow stronger every year. Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and business services needs year-round. ... experience for individuals and small businesses with complex tax and business service needs. We assist our clients in reaching their financial goals year-round.… more
- Mass Markets (FL)
- …We deliver Customer Experience (CX), Business Process Outsourcing (BPO), and Anything-as-a- Service (XaaS) cloud technology solutions across a wide range of ... advice comply with insurance regulations and company policies. + Deliver high-quality service to ensure customer satisfaction and retention. + Respond to customer… more
- CVS Health (Miami, FL)
- … Experience** + Seek out customers to ensure they have a fantastic beauty advisor experience through personalized sales service based on customer needs, ... client service skills. As a retail beauty advisor , you are a CVS beauty sales ...our colleagues** including paid time off, flexible work schedules, family leave, dependent care resources, colleague assistance programs, tuition… more
- World Insurance Associates, LLC. (West Palm Beach, FL)
- Insurance Sales Producer - Personal Lines Private Client Advisor Position Overview World Insurance Associates ("World") is a unique financial services ... and payroll & HR solutions. As a Personal Lines Private Client Advisor , your primary responsibility is to identify, cultivate, and manage relationships with… more
- EMCOR Group (Tampa, FL)
- …Collaborate with internal teams (eg, project management, accounting, Commercial Sales Advisor ) to ensure seamless client onboarding and service delivery. * ... Utilize our Atlas prospecting tool to identify and qualify high-potential leads, maximizing sales efficiency. * Meet new & potential service agreement customers… more