4 jobs found in florida

Director of Sales, Annuities Jack Schroeder and Associates, LLC Fort Myers, FL    About Us: At Jack Schroeder and Associates (JSA), we take pride in fostering a supportive environment where our employees' dedication directly impacts the exceptional service we provide to our partners. For over 50 years, we've stood out as a brokerage that goes above and beyond to support our agents. With an  unmatched back-office support system, advanced technology, and a dedicated team, we make doing business easy and efficient.   Role Overview:  The Annuity Product Wholesaler is responsible for growing our annuity sales nationally; recruiting new insurance agencies/agents to JSA, working with existing agent partners to develop their annuity business and increase their sales, maintaining and establishing new relationships within our industry.   Primary Responsibilities: Serve as the first line of contact for Insurance agency principals, their downline, and...

Job Description As Business Development Manager for the Export Zone, the main objective is to identify and penetrate new geographic markets / categories through our current partners or by acquiring new high-potential partners to enable this opportunity. In addition, emphasis will be placed on fostering long-term relationships to drive sustainable growth. The position requires knowledge of the export market and innovative approaches to discover new business opportunities and maximize export potential. The candidate is responsible to identify and develop potential final customers as retailers or local distributors in multiple geographies. 1. Define commercial plan, analyze performance, and execute action plans to achieve targets 2.Adjust monthly volume estimation (forecast) by category/client following commercial/promotional plans. 3. Review Sell Out and Sell In of direct customers and compare according to plan to suggest and influence customer to achieve organization’s...

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...

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...