2 jobs found in orlando

Department:                Sales Reports To:                 Internal Sales Manager   Position Summary Provide education and support of CNL distributed products to various investment advisors and registered representatives “financial professionals” in a specific territory.   Responsible for developing and expanding relationships with financial professionals in the CNL network of Investment Advisory Firms and Broker Dealers. This position will offer a flexible working arrangement (hybrid of office and remote working days).   Essential Job Functions Develop new and build upon existing relationships with financial professionals/ registered representatives in the Broker Dealer network within their territory Grow CNL’s market share within the territory through consultation with financial professional on our products Provide appropriate information to the financial professionals/registered representatives regarding the Company's operating results...

Position Summary Assist the sales team in all administrative aspects of the sales process.  This includes heavy phone contact, scheduling, processing expense reports and research.  Responsible for developing and expanding relationships with registered representatives in the CNL network of Broker Dealers. This position will offer a flexible working arrangement (hybrid of office and remote working days).  Essential Job Functions Plan, schedule, and confirm appointments on behalf of the VP/IW via phone or email.  Input marketing allocations into SalesForce.com for tracking purposes Study and comprehend the complexities of the securities industry, alternative investments, and private debt/equity markets Develop new and build upon existing relationships with financial professionals/ registered representatives in the Broker Dealer network within their territory Grow CNL’s market share within the territory through consultation with financial professionals/registered...