Sales Professional - Insurance - Financial Services Valentine Financial GroupSales Professional - Insurance - Financial ServicesCape Coral, FLFull timeExperience in sales, customer service, leadership, education, hospitality, real estate, recruiting, or other people-focused professions can be helpful, but we are primarily looking for the right attitude, work ethic, and willingness to learn. Your level of success will be determined by several factors, including the amount of work you put in, your ability to successfully follow and implement our training and sales system and engage with our lead system, and the insurance needs of the customers in the geographic areas in which you choose to work.
Service Manager Sunbelt RentalsService ManagerFort Myers, FL$64,790–$76,938.60 / yearReporting to include: - Equipment due for service - Fleet status Reporting - Equipment Service Record Reporting - Open work order report - Warranty claim summary report - Inventory management - Parts & merchandise detail reporting - Financial and historical trending - Service department financial summary - Shop foreman performance tool - Work order chargeback - Halt report - Open PO report - Tech paid hours vs. Sunbelt offers team members the following paid time off from work, subject to Sunbelt's policies (unless specified in a collective bargaining agreement): 12-25 vacation days depending on years of service.
Retail Customer Service Associate FedExRetail Customer Service AssociateCape Coral, FloridaFull timeThe Store Consultant will operate and maintain a wide variety of equipment, move boxes and equipment, stock materials, manage the production queue and output, manage complex projects, manage retail supply, and complete assigned tasks based on priority. POSITION SUMMARY: The Store Consultant consistently delivers a positive customer experience to all customers, utilizing consultative skills to anticipate customer needs, suggest alternatives and provide solutions.
Director of Financial Services City of Fort Myers, FloridaDirector of Financial ServicesFort Myers, FLBriefly describe your experience leading the financial operations of a government organization, including the size and complexity of the organization, your area of responsibility, number of employees supervised, annual operating/capital budget, and your role in budgeting, financial reporting, debt management, investments, and long-range financial planning. Establishes clear expectations and accountability; develops succession and workforce plans; recruits, develops, evaluates, and retains high-performing staff; promotes collaboration and customer service; and ensures appropriate segregation of duties and continuity of critical financial operations.
Insurance and Financial Services Position - State Farm Team Member Brandon Mauler - State Farm AgentInsurance and Financial Services Position - State Farm Team MemberFort Myers, FLFull timeNew Team Members will work alongside a supportive team, but applicants should be able to hold themselves accountable to daily activity expectations and feel confident in managing their own workflow. As an Insurance and Financial Services Representative for Brandon Mauler - State Farm Agency, you are vital to our daily business operations and customers’ success.
Director of Financial Services International City/County Management AssociationDirector of Financial ServicesFort Myers, FLEstablishes clear expectations and accountability; develops succession and workforce plans; recruits, develops, evaluates, and retains high-performing staff; promotes collaboration and customer service; and ensures appropriate segregation of duties and continuity of critical financial operations. Long-Range Financial Planning and Forecasting: Maintain multi-year financial forecasts and financial models using economic conditions, growth projections, service demands, labor and operating cost trends, revenue assumptions, debt obligations, reserves, and capital needs.
Financial Services Representative - State Farm Agent Team Member Steve Williams - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberBonita Springs, FL$54,000–$80,000 / yearFull timeYou’ll help new and existing clients with State Farm insurance and financial services, including auto, home, life, and health products. Career Path: Opportunities to grow into leadership, financial services, or potentially pursue your own State Farm agency.
Financial Services Recruiter The EMAC GroupFinancial Services RecruiterFort Myers, FloridaThe core focus of our business is placing quality mortgage professionals with our client companies (international, national and regional banks, seller/servicer mortgage bankers and credit unions) from C-level to sales professionals. As an Account Manager, you will work directly with hiring managers, generating new candidate leads from our extensive database and forging new relationships with our retained clients.
Financial Services Representative II - Estero, FL Teachers Federal Credit UnionFinancial Services Representative II - Estero, FLEstero, FLSummary: The Financial Services Representative II builds and strengthens member relationships and introduces members to new, more efficient ways of banking online, the mobile app, and ATMs in person and virtually. Processes routine and complex financial transactions for members quickly and accurately (including deposits and withdrawals, loan payments, cashier's checks, IRA) in compliance with regulations and guidelines.
Financial Services Professional Symmetry Financial GroupFinancial Services ProfessionalFort Myers, FloridaRemote$36,000–$48,000 / yearResponsibilities: Identify client needs and recommend tailored protection and asset-building solutions. We're building a team of GROWTH-MINDED individuals who want: Mentorship from proven leaders.
Financial Service Representative Money MartFinancial Service RepresentativeCape Coral, FloridaIn this role, Team Members interview customers for personal lending products, review application and financial information, recommend appropriate solutions, sell related financial products and services, complete transactions, maintain accurate records, and support payment arrangements for existing accounts. Promote, recommend, and process loans, credit cards, check cashing, money transfers, money orders, bill payments, and other related products and services based on the customer's needs, financial circumstances, and applicable company policies and regulatory requirements.
Financial Solutions Advisor Registration Candidate - Daniels Crossing Financial Center Bank of America CorpFinancial Solutions Advisor Registration Candidate - Daniels Crossing Financial CenterFort Myers, FLOnce you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients. Job Description:As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
Merrill Advisor Development Program - Financial Advisor: West Florida Market (South) Bank of America CorpMerrill Advisor Development Program - Financial Advisor: West Florida Market (South)Punta Gorda, FLBack to search results Merrill Advisor Development Program - Financial Advisor: West Florida Market (South) Sarasota, Florida; Bradenton, Florida; Punta Gorda, Florida; Venice, Florida Additional locations Apply × To proceed with your application, you must be at least 18 years of age. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.
Merrill Advisor Development Program - Financial Advisor: SOUTHWEST FLORIDA COAST Market Bank of AmericaMerrill Advisor Development Program - Financial Advisor: SOUTHWEST FLORIDA COAST MarketFort Myers, FloridaEffectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Financial Advisor Northwestern MutualFinancial AdvisorFort Myers, Florida$61,000–$250,000 / yearFull timeNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
Personal Financial Counselor, Assignment Ready Counselor, PFC, Cape Coral, Florida Magellan Health Services, Inc.Personal Financial Counselor, Assignment Ready Counselor, PFC, Cape Coral, FloridaCape Coral, FLFull timeServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Business Services Representative (Small Business Specialist) First Citizens BankBusiness Services Representative (Small Business Specialist)Bonita Springs, FloridaFull timeRequired Skill(s): Application of a structured sales process, Providing financial guidance and expertise, Financial literacy, Knowledge retail and wealth solutions referred, Knowledge of business deposit and cash management solutions, Business development, Networking and building centers of influence. Operations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures.
Business Services Representative (Small Business Specialist - External Business Development) First Citizens BancShares IncBusiness Services Representative (Small Business Specialist - External Business Development)Bonita Springs, FLRequired Skill(s): Application of a structured sales process, Providing financial guidance and expertise, Financial literacy, Knowledge retail and wealth solutions referred, Knowledge of business deposit and cash management solutions, Business development, Networking and building centers of influence. Operations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures.
Financial Solutions Advisor - Ft Myers-Naples Market Bank of AmericaFinancial Solutions Advisor - Ft Myers-Naples MarketFort Myers, FloridaKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Personal Financial Counselor, Assignment Ready Counselor, PFC, Cape Coral, Florida Magellan Health IncPersonal Financial Counselor, Assignment Ready Counselor, PFC, Cape Coral, FloridaCape Coral, FLServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.