- Huntington National Bank (Naples, FL)
- …documentation, maintenance, and servicing of the relationship. Partners with one or more Wealth Advisors to support the sales process and deliver exceptional ... Assists with or leads special projects, as requested by manager and partners. Assists in training new and existing...+ 4+ years customer service experience in banking or Wealth & Investment Financial Services experience + Notary public… more
- AON (Miami, FL)
- …a leading global professional services firm providing a broad range of Health, Wealth , and Career solutions. Our 50,000 colleagues in 120 countries empower results ... willing to participate in helping in the development of sales and marketing strategy designed to cultivate revenue generation...Utilities. How this opportunity is different As an Account Manager you will: + Assist with the reinsurance placements… more
- Truist (Orlando, FL)
- …**Please review the following job description:** Serve as primary relationship manager for a portfolio of financially complex client relationships within the ... time to time. 1. Serve as the primary relationship manager for a portfolio of mass affluent clients. Sell,...new products to existing clients. Successfully participate in the sales management process, which includes, but is not limited… more
- Norstella (Tallahassee, FL)
- …software and insight to help them make better decisions. Reporting into the Sales Director, the successful Global Accounts Director will be responsible for growing ... and business-focused Global Accounts Director with documented success in exceeding sales targets and networking throughout their targeted clients. The ideal… more
- Citigroup (Miami, FL)
- …**Responsibilities:** + Service Maintenance and Contribute to Business Growth + Deliver wealth management services to CPB Latam clients with guidance from the Banker ... budget goals of assigned team. Provide banker with suggestions on potential sales opportunities based on perceived client needs, utilizing cash management, large… more
- IGT (Lakeland, FL)
- …and Gaming Machines to Sports Betting and Digital. Leveraging a wealth of compelling content, substantial investment in innovation, player insights, operational ... questions or inquiries from customers. The Compliance and Security Manager reports to the Director and is directly responsible...is only one part of our Total Rewards program. Sales roles may be eligible for commission payments, while… more
- Regions Bank (Orlando, FL)
- …Preferred Banking Households to include more complex, affluent solutions, wealth opportunities, investments, lending, debt consolidation, and in-depth saving ... offers an exciting opportunity for candidates with retail or sales experience that are interested in a career with...including completing duties delegated and assigned by the Branch Manager ; as a member of the branch team, ensures… more
- Truist (Orlando, FL)
- …NC; Orlando, FL Handle inbound calls from customers with supervision of manager /Team Lead while looking for sales opportunities. Answer customer questions ... to time. 1. Participate in multiple role rotations within Wealth and the CAC 2. Provide investment advice in...date; otherwise they may be subject to termination. 2. Sales experience **General Description of Available Benefits for Eligible… more
- Bank of America (Crystal River, FL)
- …Participate in on-going training and interaction with the Merrill Lynch Wealth Management Complex; Communicate effectively; Strong computer skills with an ability ... required industry licensing + Displays confidence working in a sales role + Builds strong client relationships through effective...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
- HUB International (Tampa, FL)
- …property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 500+ ... a book of insurance business and is responsible for business development and sales with new and existing clients. **ESSENTIAL DUTIES AND RESPONSIBILITIES:** + Makes… more
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