דרושים United States, Fort Lauderdale

Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience. Generate business results and acquire...

Meeting and exceeding sales quotas by building and implementing strategic, technical account plans that target cross-platform solutions. Conducting discovery to understand and articulate the key technical, operational, and commercial imperatives...

Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience,...

Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience. Generate business results and acquire...

Regular or Temporary:English (Required)1st shift (United States of America)Please review the following :Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all...

Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies. Communicates solutions to clients that are best suited for their...

Coaches and mentors the branch team by providing training on products and services. Works together with bankers, meeting with their customers and introducing new clients to bankers for additional products...