- Truist (Port Orange, FL)
- …in basic computer applications such as Microsoft Office products Preferred Qualifications: 1. FINRA Series 7 , 66 (or 63/65) and Life & Health Insurance licenses ... JOB SUMMARY Direct and execute all marketing and direct sales activities for a Financial Advisor team with a...co-branded with internal partners such as Wealth and Insurance. 7 . Oversee the use of contact management tools to… more
- Truist (Orlando, FL)
- …professional experience, including 1 year of experience in the securities industry. 3. FINRA Series 7 and 66. 4. Applicable state health and life insurance ... America) **Please review the following job description:** JOB SUMMARY Provide consultative, sales and technical support to one or more Financial Advisors, working… more
- KeyBank (Naples, FL)
- …and business development experience with proven results required **Licenses and Certifications** + FINRA Series 7 and 66 (or 63 & 65) (preferred) + Certified ... and proactive, regular contact. + Meets or exceeds assigned individual sales goals by expanding existing client relationships, closing referrals and/or capturing… more
- PNC (Rockledge, FL)
- …may be considered. **Education** Bachelors **Certifications** No Required Certification(s) **Licenses** FINRA Series 7 and 66 (or 63,65) required. Life and ... and insurance book of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making… more
- First Horizon Bank (Miami Lakes, FL)
- …OFFICE EQUIPMENT SKILLS** + Microsoft Office suite **CERTIFICATES, LICENSES, REGISTRATIONS** (Ex: CPA, Series 6 or 7 license, etc) + None required **About Us** ... sources. + Provide product support to the Treasury Management Sales and Service partners. + Work with project teams...in this position: + Bachelor (4-year college) degree and 5- 7 years of experience or equivalent combination of education… more
- Thrivent Financial (Fort Lauderdale, FL)
- …+ Will and skill to commit to joint field work expectations. + Licensing: + FINRA Series 7 , 63/65 or 66 required or obtained within 90 days. + State insurance ... pipeline to support the market capacity growth and total sales objectives through advisor referrals and community relationships. +...open roles across all channels (ex: Virtual Advice, team sales and support roles, etc.). + In partnership with… more
- PNC (Palm Beach Gardens, FL)
- …be considered. **Education** Bachelors **Certifications** No Required Certification(s) **Licenses** FINRA Series 7 and 66 (or 63,65) required. Candidates being ... acquisition through onboarding and servicing.Maintains timely, accurate and complete sales /client relationship management administration tasks as determined by the… more
- Citigroup (Miami, FL)
- …improvements and generates new ideas to streamline processes/transactions. **Qualifications and Education:** + Series 7 & 63 licenses for US based employees + ... budget goals of assigned team. Provide banker with suggestions on potential sales opportunities based on perceived client needs, utilizing cash management, large… more
- First Horizon Bank (Big Pine Key, FL)
- …Suite + In addition, 10-key calculator; coin counter **CERTIFICATES, LICENSES, REGISTRATIONS** (Ex: CPA, Series 6 or 7 license, etc) + Not necessary **Hours** : ... to existing clients to deepen relationships. Perform related duties ie outbound sales calls as required to achieve banking center goals (meet/exceed sales… more
- First Horizon Bank (Miami Lakes, FL)
- …systems and payment platforms is preferred. **CERTIFICATES, LICENSES, REGISTRATIONS (Ex: CPA, Series 6 or 7 license, etc)** + Certified Treasury Professional ... revenue cycle. + Serve as a technical Treasury Management sales resource and participate in key sales ...Management sales resource and participate in key sales and training situations for products + Prepare product… more