- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Track and report on sales activity using CRM tools. + Provide exceptional service and support to clients, ensuring a seamless sales experience. **Skill in:** ... We are seeking a dynamic and motivated Internal Sales Representative to join our growing Investment Solutions team. In this role, you will be the driving force… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …to financial advisors and clients, with the ultimate objective of driving departmental sales and increasing overall penetration of the advisors in the firm that are ... the AI platform in a manner designed to drive sales but also consistent with the conservative nature of...* Competitive landscape (ie, Alternative Investment platforms of other wealth management firms). * Principles of banking and finance… more
- Truist (Winter Park, FL)
- …America) **Please review the following job description:** JOB SUMMARY Provide consultative, sales and technical support to one or more Financial Advisors, working ... management support, including ongoing counsel and advice, relationship reviews and client service initiatives. 5. Participate in the preparation for and delivery of… more
- Truist (Orlando, FL)
- …manager for a portfolio of mass affluent clients. Sell, deliver and provide ongoing service for a broad range of fee income and retail banking products and services ... clients. Premier Bankers should deliver a level of personalized, attentive service that clients deem outstanding. 2. Establish and periodically update understanding… more