7 jobs found in florida

About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.   Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service. Major Duties :1. Sells ETF, Mutual Fund and Multi Asset Class products and services to suitable prospects producing fee revenue for the bank 2. Identifies new prospects by researching potential needs and prioritizing and producing a business plan 3. Acts as the technical expert and regional lead on the bank's products and services and the outside marketplace 4. Makes customized sales presentations...

  Wholesale Mortgage Account Executive   American Heritage Lending, LLC    Established in 2008, the company was founded to be a company set apart from an already impacted market. Licensed in multiple states across the US, the premise of our company evolved into the pinnacle for our success - creating a caring experience for the families we service across the nation.    Position Overview:   The account Executive (Non-QM Wholesaler) will have a great personality, team player, and customer service attitude. AE is required to build and maintain strong relationships with mortgage brokers.    Essential Duties & Responsibilities include:   Strong sales skills and knowledge of the mortgage lending business. Help new brokers with American Heritage Lending, LLC (AHL). Educate mortgage brokers with loan products, pricing, point of contact, and be the one who communicates with prospective/existing brokers Speak and correspond with accounts on a daily...

Job Description Responsibilities: Make calls to allocated customers to develop new relationships. Act as a first point of contact for resolving customer queries and complaints. Interview the customer, following a complex multilevel sales script, to clarify the customer's requirements, or assist in conducting interviews with potential customers, making detailed notes to collect client requirements. Identify potential customers by obtaining information, referrals, and recommendations from existing customers and other contacts and/or through participation in trade shows and conferences. Identify the products or services that best meet the customer's stated needs, use personal expertise to propose quantities and product configurations, explain the selection to the customer, and invite the customer to make a purchase at the standard price/terms and conditions of sale. Schedule follow-up actions and enter relevant information into the CRM system after each contact with a customer...

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...

External Wholesaler (Life and Annuity Distribution) Summary    Come join one of America’s fastest growing insurance companies. For more than 175 years, National Life Group has aimed to keep its promises to provide families stability in good times and in bad. Throughout our 175 plus years, we have provided peace of mind to those families as they plan their futures. As a mission-driven business, our promises are as important as the products we sell.   We are seeking dynamic sales professionals to join our team. In this role, you will be responsible for growing and developing strategic relationships with National Life Group’s distribution partners. Your focus will be on finding new business relationships and collaborating with existing strategic partners to develop and implement growth-oriented business goals. In addition, you will prospect and develop business relationships to drive sales of life and annuity products. You will form strong partnerships with agencies to...