- MetLife (Tampa, FL)
- Role Value Proposition The Product Enrollment Specialist (PES) will act as a Disability Income Gap Insurance (DIGI) communication, RFP and enrollment ... and act as a subject matter expert for the product . The PES is responsible for partnering with internal...first sale pipeline management and responsible for overall campaign enrollment strategy * Handle 100-200 DIGI RFPs annually to… 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