46 client relationship jobs at 26 companies in Inglis, FL
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Relationship Banker/Senior Relationship Banker - Lake Deaton Plaza
The Villages, Florida, United States
OnsiteFull Time
TruistNYSE: TFC: Offers personal banking, business lending, and investment management services.
2+ YOEHigh school diploma, 2 years client sales/service experience, proficiency with Microsoft Office, SAFE/NMLS compliance within 30 days, ability to multitask, travel and work weekends/extended hours.
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Customer-facing banker who engages clients, processes cash transactions, educates on self-service channels, and meets sales goals; high school diploma and strong communication, problem-solving, and client-focus required.
Seacoast BankNASDAQ: SBCF: Provides retail and commercial banking services in Florida.
1+ YOEHigh school diploma or college degree/1+ year retail or financial services experience; 6 months cash handling; PC and Microsoft Office proficiency; strong communication and relationship skills; flexible schedule including weekends.
Allen Agency: Independent agency providing life insurance and mortgage protection products.
Licensed (or willing to obtain) insurance agent; strong communication, self-motivation, time management, and basic computer/CRM skills; ability to generate leads and build client relationships.
Tampa or Jacksonville or Tallahassee or Gainesville or Panama City or Panama City Beach or St. Augustine
FieldFull Time
LenovoHKSE: 992: Manufactures personal computers, mobile devices, and server infrastructure.
Bachelor's degree,8+ years enterprise technology sales,experience selling complex solutions to large accounts,ability to build C‑level relationships,comfortable with 50%+ travel,proficiency with Microsoft Dynamics CRM.
Central Pacific BankNYSE: CPF: Regional bank providing commercial and personal banking in Hawaii.
3+ YOERequires Series 7 and 66 (or 63/65), insurance license, and 3+ years of investment sales experience; ability to build client relationships and create client solutions.
LPL FinancialNASDAQ: LPLA: Provides wealth management and brokerage services to financial advisors.
3+ YOESeries 7 and 66 (63/65) and insurance license required; 3+ years investment sales experience; ability to build client relationships and create tailored client solutions.
Saks Fifth Avenue Selling Advisor - Commission Based Role $19.61-$24
Beverly Hills, Florida, United States
$17-$24/hrOnsiteFull Time
Saks Global: Operates luxury department stores and high-end fashion websites.
Proven sales experience and client-focused approach, strong product knowledge, ability to build client relationships and meet/exceed sales goals; passion for fashion and excellent communication skills.
Part Time (30 Hours) Associate Banker, (New Build) Middleton, Leesburg, FL
Middleton or Leesburg
OnsitePart Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
High school diploma/GED, client service or comparable experience, ability to build relationships, engage clients, learn products quickly, and perform branch operations including cash handling and using branch technology.
Insurance Sales Representative – Take Charge, Lead, and Earn
Wildwood, Florida, United States
$75k-$95k/yrHybridFull Time
Altitude Business Group: Distributes supplemental health and life insurance for families and businesses.
Licensed or willing to obtain Health & Life license, strong sales and presentation skills, self-motivated, able to manage territory and client relationships.
The Strata Group: Residential real estate sales team serving buyers and sellers.
Experienced real estate agent with a proven closing record, strong CRM use, and local market knowledge; able to manage client relationships and coordinate transactions.
CRM, MLS, PPC, Zillow Leads, Realtor.com, Lead management
The True North Group: Provides supplemental health and life insurance for small businesses.
Conduct face-to-face sales of supplemental insurance, build client relationships, generate leads, and obtain Life & Health license within 30 days (support provided).
Hand & Stone Massage and Facial Spa - The Villages: A national spa brand providing massage, facial, and hair removal services with a supportive team environment.
Active Florida massage therapist license and massage liability insurance required; passion for therapeutic work, ability to build client relationships, and deliver customized treatment plans.
Impact Insurance Agency: Provides supplemental insurance solutions for businesses and their employees.
No prior sales experience required; structured training provided. Willingness to obtain health & life insurance license; strong communication and relationship skills; comfortable meeting clients in person.
Accounting & Controllership Services Director - Nonprofit Industry Focus
Tallahassee or Daytona Beach or DeLand or Gainesville or Ocala
OnsiteFull Time
James Moore: Provides professional accounting, tax, and business consulting services.
10+ YOE10+ years accounting/controllership experience with nonprofit fund accounting and grant compliance; client relationship management, leadership, strong communication, and proficiency with Microsoft Office and accounting systems.
A.M. Crawford: Consulting firm specializing in nonprofit fundraising and grant management.
5+ YOE5+ MgmtBachelor's or equivalent experience, 5+ years leadership in grants management or nonprofit fundraising, client relationship and portfolio management, team supervision, strong project management and communication skills.
Capital City BankNASDAQ: CCBG: Community bank providing personal, business, and wealth management services.
2+ YOEBachelor's in finance or related; 2–4 years trust administration experience; knowledge of trust law, fiduciary duties, MS Office; supervisory and client relationship skills; CFP® or CTFA preferred.