Banking And Financial Services Jobs in Ocoee

About the Company:

Are you ready to ignite your career in sales with passion and professionalism? We are on the hunt for a dynamic and motivated Sales Representative to join our vibrant team and propel the growth of our life insurance products. As a key player in our sales force, you will forge strong client relationships, uncover customer needs, and offer tailored life insurance solutions. This thrilling role lets you work independently, meet potential clients in various settings, and hit your sales targets in a rewarding and supportive environment.

About the Role:

• Prospecting and Lead Generation: Leverage our unique platform that targets qualified candidates seeking our diverse life insurance products, allowing you to focus more on client interactions and less on lead hunting. • Client Consultation: Perform comprehensive needs assessments to understand clients' financial goals and insurance needs, presenting and explaining life insurance options to help clients make informed decisions. • Sales Presentation: Deliver captivating sales presentations to individuals and groups, showcasing the benefits and features of our life insurance products. Tailor presentations to address specific client concerns and preferences. • Relationship Management: Cultivate and maintain long-term relationships with clients, offering continuous support and service. Conduct regular follow-ups to ensure customer satisfaction and policy retention. • Market Research: Stay abreast of industry trends, competitive products, and market conditions. Utilize this knowledge to position our life insurance products effectively and provide clients with pertinent information. • Sales Reporting: Keep precise and up-to-date records of sales activities, client interactions, and progress toward sales targets. Prepare regular reports for management review. • Compliance: Ensure all sales activities adhere to regulatory requirements and company policies, maintaining confidentiality of client information and upholding ethical standards.

Qualifications:

• Proven experience in sales, preferably within the insurance or financial services industry.
• Exceptional communication and interpersonal skills, with the ability to build rapport and trust with clients.
• Outstanding presentation and negotiation skills.
• Self-motivated with a results-driven mindset and the ability to work independently.
• Willingness to travel within the assigned territory and manage a flexible schedule.
• Valid driver’s license and reliable transportation.
• High school diploma or equivalent; a bachelor’s degree in business, finance, or a related field is a plus.
• Life insurance license or the ability to obtain one (we will assist you in acquiring your license if you are not currently licensed).

Benefits:

• Competitive compensation with the most attractive commission and bonus structure in the industry.
• Comprehensive training and continuous professional development.
• A supportive team environment with access to seasoned mentors.
• Opportunities for career advancement within the company.

Compensation:

• Range is based on the average rep in current markets
• Bonuses, are performance based and paid every month on the 15th
• Residuals are paid on the anniversary date of the clients sale.

The Opportunity

MML Investors Services is looking for a Suitability Principal who understands the needs of our sophisticated financial advisors and their staff. The principal is responsible for managing time-sensitive and frequently escalated cases with confidence and professionalism, consistently prioritizing the needs of our advisors and their clients. Other functions Advisory Operations and Cashiering. Furthermore, you will conduct back-office reviews of complex, high risk brokerage money movement transactions for accounts clearing through National Financial Services. In this role you will demonstrate accountability, agility, and strong business acumen along with courage, even in the most difficult situations. Strong collaboration with our peer teams throughout the broker dealer is also critical to your success.

The Team

As the Broker-Dealer (BD) and Registered Investment Advisor (RIA) arm of MassMutual’s Wealth Management organization, we have grown significantly over recent years. This will remain among our top strategic pillars. To best align and support this growth, we have segmented the service and operations facets to exclusively support our top-tier advisors. Branded Society 1851 Wealth Management, our strategy includes growing and retaining our experienced advisor population through MassMutual agencies across the country. We aim to support our advisors with white glove, comprehensive service to help them expand and scale their practices. Our culture embraces a team mentality and thrives on effective collaboration, strong business acumen, and a laser focus on eloquent and detailed communication. The team of about 20 associates, both FINRA-licensed and unlicensed, executes on daily back-office operations aimed at enhancing the advisor experience.   

The Impact

The In Force team will deliver education and drive readiness in an ever-changing, fast paced environment. You must ensure the team is well positioned to support the day-to-day execution of often complex securities transactions and delivering strong individual production results. Additionally, you will provide exceptional service to advisors and their staff while also contributing to strategic ‘Making it Easier’ initiatives. The ideal candidate must demonstrate strong communication skills along with the ability to learn, adapt, all while being the ‘go-to’ for a talented and dynamic team.

The Minimum Qualifications

• FINRA Series 7 & 24 required at time of application

• 3+ years MMLIS experience and / or 4+ years' experience with Brokerage/ Money Movement transactions

• High School Diploma/GED/HiSET

• Principals working 100% remotely may be subject to on-site inspection by MML and/or regulators

• Candidates residing within 50 miles of MassMutual office will be expected to work a Hybrid schedule of 3 days a week in the Springfield office

The Ideal Qualifications

• Over 5 years of MMLIS experience  

• 1+ year experience coaching/mentoring

• Bachelor’s degree

• Self-starter that can make prudent, risk-based decisions with autonomy

• Knowledge of the MassMutual career agency system and sales processes

• Expertise in quickly establishing credibility and developing strong working relationships with internal and external constituents

• Superior written & verbal communication skills

• Effective and proven ability to coach and mentor

• Demonstrated ability to deliver high-quality results on time while being able to multitask and shift work efforts as business needs require

• High degree of ownership, superior attention to detail, willingness to embrace continuous improvement opportunities and challenge the status quo

• Strong understanding of BD/RIA operational platforms and workflows

• Abreast of industry rules and regulations

What to Expect as Part of MassMutual and the Team

• Regular meetings with the MMLIS In-Force Operations Team

• Focused one-on-one meetings with your manager

• Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran, and disability-focused Business Resource Groups

• Access to learning content on Degreed and other informational platforms

• Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits

#LI-DK1

#LI-REMOTE

Company Description

PPD Construction Services Inc. brings a diverse background in hospitality and retail construction, offering extensive industry expertise and a proactive approach to projects of any scale. The company excels in early-stage collaboration with owners, franchise companies, and architects to deliver well-engineered, high-quality projects. PPD prioritizes value engineering, focusing on creative and cost-effective solutions without compromising project scope.

Role Description

This full-time Traveling Construction Superintendent role is pivotal in overseeing construction projects for PPD Construction Services Inc. Based in Orlando, FL, this hybrid position allows for some remote work but requires frequent on-site presence to manage and ensure successful project execution. The role involves supervising construction activities, coordinating subcontractors, maintaining project schedules, ensuring safety compliance, and managing budgets to deliver projects on time and within scope.

Qualifications

• Experience in Construction Site Management and ensuring Construction Safety standards
• Strong Organization Skills and ability to oversee multiple project priorities simultaneously
• Proficiency in Budgeting and Project Management to meet financial and time constraints
• Problem-solving skills for addressing on-site challenges
• Clear communication and team leadership abilities to collaborate with stakeholders effectively
• Willingness to travel frequently to project sites
• Bachelor’s degree in construction management, engineering, or a related field preferred
• Previous experience in hospitality and retail construction is a plus

Your initial post of duty will be determined at the time of the final job offer and will be based on the operational needs of the U.S. Secret Service.

Recruitment Incentive: Applicants may be eligible for a $40,000 recruitment incentive in accordance with regulatory requirements. Click apply for complete details on the recruitment incentive details and eligibility.

At their core, those who join the Secret Service are courageous, intelligent, strong and determined. A diverse team capable of balancing our investigative mission and fulfilling our protective legacy. Proven to be worthy of trust and confidence. Be tomorrow's Secret Service.

During the course of their careers, special agents carry out assignments in both investigations and protection and may be assigned to multiple duty stations throughout the U.S. and abroad. Duties include:

• Providing protection for various protectees.
• Conducting criminal investigations pertaining to financial obligations of the United States.
• Planning and implementing security designs for National Special Security Events.

This is no ordinary job, and our special agents are no ordinary individuals. Show us you have the talent and background we need, and we'll show you the rewards that come with being a special agent in the U.S. Secret Service. We invite you to become part of our elite team. Explore a career that will take you to new heights while you serve your country with honor, distinction and pride.

Requirements

• U.S. citizenship is required
• Possess a current valid driver's license
• Carry and use a firearm. Maintaining firearm proficiency is mandatory.
• Must be at least 21 years old at the time of application and under 40 at referral. Exceptions may apply for those with current or prior service in federal law enforcement positions covered by special retirement provisions. The Secret Service has determined that age is essential to the performance of this position.
• You must obtain a Top Secret Clearance and retain it during your career.
• Possess uncorrected visual acuity of no worse than 20/100 binocular, possess corrected visual acuity of 20/20 or better in each eye.
• Hearing loss, as measured by an audiometer, must not exceed 25 decibels (A.S.A. or equivalent I.S.O.) in either ear in the 500,1000 and 2000Hz ranges.
• Submit to a drug test prior to your appointment and random drug testing while you occupy the position.
• Complete 13 weeks of intensive training at the Federal Law Enforcement Training Center(FLETC) in Glynco, GA and 18 weeks of specialized training at the James J. Rowley Training Center in Laurel, MD.
• Sign a mobility agreement stating your willingness to accept assignments anywhere within the United States and overseas.
• Certify that you have registered with the Selective Service System or are exempt from having to do so, if you are a male applicant born after December 31, 1959.

***REQUIRED to be located in, or willing to relocate to the greater Orlando area

***REQUIRED to have tradeshow and/or direct event related experience

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Job Title: Exhibits Account Executive

Reports To: Director of Client Management

AGS is looking for a dynamic person with excellent multi-tasking and interpersonal skills to fill the role of Account Executive for Custom Exhibits within a fast-growing trade show and events company. This specific role will be a Junior Level Account Executive that will focus on a small book of business and assist the Senior Account Executive on larger projects nationwide.

This person must be a self-starter, client focused and able to work well with multiple departments and teams. They should be able to effectively balance a client’s needs while managing strong budget and financial targets. Employees should be comfortable in a fast-paced and goal-oriented sales role as well.

This is a position which coordinates and participates in all aspects of the Exhibitor Custom display service process, including design, client order management, report distribution and project related service coordination. A team-oriented position: this individual will need to be able to support multiple exhibits projects over multiple events in the areas of customer engagement and cost management.

Primary Responsibilities

 Exhibits Account Manager

• Act a primary point of contact and creative counterpart to Exhibitors assisting in design & build out of Custom Exhibits as part of a team working on AGS Display Solutions offering
• Develop and write proposals to secure business
• Able to multi-task, addressing simultaneous project/event assignments, including pre and post-project problem resolution
• Effectively work with custom display and exhibit partners to obtain bids, supply work orders and direct project as necessary
• Processes orders, prepares correspondence
• Fulfills customer needs to ensure customer satisfaction.
• Communicates clearly and concisely making every effort to listen and understand the customers’ needs and can properly channel that into action
• Works closely with supervisor/manager and sales team to obtain customer response protocols, problem resolution steps and per-project goals.
• Visit sites and make walkthroughs to ensure accurate project completion.
• Capability of leading on-site production crews or within an office team.
• Oversee installation or delivery of exhibit on-site
• Other assigned projects that maybe necessitated by business

Essential Skills and Responsibilities: (in no specific order)

• Has intermediate knowledge of commonly used concepts, practices, and procedures within the trade show and events industry.
• Execute in a timely manner communications to customers both requested and scheduled including open invoicing, estimates and other project related paperwork or details.
• Responsible for pre & post-show production follow up to ensure future quality control or to secure business with existing exhibits clients.
• Coordinate on-site service needs for exhibits through established methods of paperwork processing and customer order acquisition/execution.
• Act as liaison for all AGS services for exhibits client
• Assist in the coordination of project logistics such as shipping and similar 3rd party services.
• Perform other assigned duties as necessary to manage the department

Work Hours

General office hours are 8 AM to 5 PM, Monday through Friday. However, this position requires flexibility relative to a wide range of scheduled productions/events.

Availability to work evenings and weekends will be required to coordinate business.

Travel Requirements: ~25% +/-

Education and/or Experience:

• Experience in the trade shows or events industry.
• Four-year college bachelor’s degree at a minimum, as well as 3 to 5+ years of related work experience; A combination of education and work experience maybe used in lieu of college degree.
• Advance certifications within the events industry a plus, but not required.

Mathematical/Computer Skills:

• General math
• Must be able to type all correspondence and have at least “intermediate” knowledge of Microsoft Word, Outlook, Publisher, Power Point and Excel.
• Has experience in CRM or similar customer relationship management software
• Must be capable of learning company specific software/programs.

Language Skills: English

Physical Demands: Ability to lift a thirty-pound box and/or general office equipment for operational management.

Job Type: Full-time

Benefits:

●     3% Retirement match after 1 full year of service

●     Dental insurance

●     Health insurance

●     Vision insurance

●     Paid Time Off / Paid Holidays

●     Remote Work Available up to 2 days a week after probation period

Schedule:

●     Monday to Friday

●     Weekend availability as needed for shows and travel

Supplemental pay types:

●     Commission pay

Compensation:

●     Base Staring at $50 ,000 based on experience.

●     No Cap on Annual Commissions which start at 2%