- TEKsystems (Coral Gables, FL)
- … Insurance sales experience highly preferred + Bachelor's degree required + Experience selling to high net worth individuals a plus + Required to obtain the ... Description In the Personal Lines Producer role, you must be an...Managment + Account management, + Client relationship management, + High -Value Homeowners Insurance, + Risk Management & Assessment Additional… more
- HUB International (Winter Park, FL)
- … Insurance sales experience highly preferred + Bachelor's degree required + Experience selling to high net worth individuals a plus + Required to obtain the ... + Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off + Great work/life balance, because that's...support and involvement through HUB Gives **SUMMARY:** In the Personal Lines Producer role, you must be an independent… more
- TEKsystems (Coral Gables, FL)
- Hybrid: Coral Gables Direct Placement Need 2-20 license In the Personal Lines Producer role, you must be an independent self-starter who is able to sell and develop ... sales, service, and solicitation of all forms of insurance business Knowledge of personal lines insurance with the ability to understand a large number of products… more
- Edward Jones (West Palm Beach, FL)
- …role and serving clients? If you answered yes to these questions, joining the Edward Jones High Net Worth team could be the right opportunity for you! Edward ... management offering tailored to meet the unique needs of high net worth clients and...1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates… more
- Edward Jones (West Palm Beach, FL)
- …role and serving clients? If you answered yes to these questions, joining the Edward Jones High Net Worth team could be the right opportunity for you! Edward ... management offering tailored to meet the unique needs of high net worth clients and...based on client objectives, risk profile, account mandates, and personal preferences + Lead or contribute to strategic initiatives… more
- World Insurance Associates, LLC. (West Palm Beach, FL)
- …Proven experience in personal lines insurance, with a strong focus on high - net - worth /private client solutions. + Deep understanding of affluent clientele ... your primary responsibility is to identify, cultivate, and manage relationships with high - net - worth individuals and families, providing them with customized… more
- Wounded Warrior Project (Jacksonville, FL)
- …new prospects. The Major Gifts Specialist identifies, cultivates, and solicits high net worth individuals through ongoing personal contact with strong ... military service organizations (MSOs) and veteran service organizations (VSOs). + High energy level. Self-starter; willing to take initiative. + Demonstrated… more
- Truist (Jupiter, FL)
- …States of America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra- high net ... wealth management advice and solutions. Utilize objective and sound personal financial planning and financial advisory concepts to provide...a broad range of wealth products and services to high net worth individuals. Following… more
- KeyBank (Palm Beach Gardens, FL)
- …through personal contribution. Expert management and relationship skills for high - net - worth business. Applied knowledge of investments/securities in ... KeyBank by providing expert trust administration and counsel to High - Net - Worth clients and their beneficiaries....who require complex strategies to protect, grow and transition personal and family wealth. Actively manages trust and agency… more
- Citigroup (Miami, FL)
- …delivers solutions to help meet the individual, family and business needs of over 10,000 ultra- high net worth clients around the world. The Private Bank is ... and highly accomplished at establishing, growing and managing investment relationships with ultra- high net worth clients.They should be experienced in… more