- CRC Insurance Services, Inc. (Clearwater, FL)
- …Monitor accounts to ensure compliance with the firm's policies and procedures. 6. Assist broker to meet or exceed production goals as assigned by CRC. 7. Maintain ... current knowledge of the insurance industry and sales ideas through regular attendance at workshops, seminars, literature reviews and/or formal continuing education. 8. Maintain necessary licenses to produce business. **QUALIFICATIONS** **Required… more
- ChenMed (St. Petersburg, FL)
- …party vendors associated with seniors with supervision Develops and executes specific broker and partner strategies and plans. + Engages with new patients through ... negative experiences **Networking** Effectively building formal and informal relationship networks inside and outside the organization + Builds strong formal and… more
- Morgan Stanley (Tampa, FL)
- …and needs is an important part of our culture. Advanced Broker ; building relationships; client relationship; client satisfaction; eMoney; Financial Advisor; ... services; Financial Solutions Advisor; FINRA; Gilbert, AZ; helping clients; Inside sales; Investment Consultant; investment goals; investment objectives; investment… more
- ChenMed (Tampa, FL)
- …agents/case workers/third party vendors associated with seniors. Develops and executes specific broker and partner strategies and plans. + Engages with new patients ... negative experiences **Networking** Effectively building formal and informal relationship networks inside and outside the organization + Builds strong formal and… more