- USHEALTH (Dunedin, FL)
- …success, that's why we have a super-responsive team of experts making sure every Open Enrollment Specialist has everything they need to be at the top of their ... successful formulas and execution strategies that directly lead to success. Open Enrollment Specialist Essentials: Accountable and Coachable Team Player A… more
- Truist (Tampa, FL)
- …retention and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners to ... model with clients and prospects * Partners with Truist product specialists, including investments, trust, mortgage, insurance, etc., using...CTFA, CFA, CPA, JD or MBA * Completion or enrollment in certification programs such as CFA, CFP, CPWA… more
- Truist (Tampa, FL)
- …and maintain excellent working relationships with various Truist teammate product and service specialists (Integrated Relationship Management [IRM] partners) who ... or banking. 2. Mass Affluent Banking experience. 3. Completion or enrollment in professional level certification programs (preference in rank order): Certified… more
