2 jobs found in orlando

Position Summary: This position is responsible for the sales of the CNL Securities Corp. distributed investment products through registered representatives and broker/dealers, and to raise capital for various alternative investment offerings. THIS POSITION WILL SUPPORT THE IN, MI, OH, PA, KY, and NY TERRITORY.  OPPORTUNITY REQUIRES RESIDENCE IN CLEVELAND, OH AREA. Job Functions: Develop and execute sales campaigns and marketing plans for CNL Securities Corp. distributed investment products. Create and deliver effective sales presentations to Registered Representatives, advisors, and investors. Implement and drive the achievement of business goals related to the sales function. Generate new client relationships and business opportunities, as well as maintain and enhance relationships with existing client base. Act as a representative for CNL Securities Corp. with existing and potential clients, business contacts, and industry associations Manage assigned...

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 and...