Sales Jobs in Mango, FL
130 positions found — Page 5
Since 1995, Fisher Investments has developed a specialized approach focused on our private clients.
With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Advisor.
Now is your opportunity to use your finance experience to better the investment universe.The Opportunity:As an Investment Counselor, you are the voice of Fisher Investments to our clients in the United States.
You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible.
With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions.
Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach.
You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development.The Day-to-Day: Be the heart of our Private Client Group, build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market eventsProactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goalsRely on our sales team to gradually build your roster of high-net-worth clients within the first yearYour Qualifications:2+ years of instilling trust and building client relationship within the finance industrySeries 65 (we will help you obtain upon starting)Bachelor's degree or equivalent work experienceA thoughtful consultative approach with an emphasis on client focusWhy Fisher Investments:We work for a bigger purpose: bettering the investment universe.
We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification.
It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:100% paid medical, dental and vision premiums for you and your qualifying dependentsA 50% 401(k) match, up to the IRS maximum20 days of PTO, plus 10 paid holidaysFamily Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder careThis is an in-office role.
Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program.
This program is subject to change.FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Summary:
We are seeking a dedicated and detail-oriented Account Manager to join our Commercial Lines Department. This role plays a key part in supporting Sales Executives and Account Executives to ensure exceptional client service and retention. The ideal candidate will have experience in commercial insurance, a strong technical background, and a commitment to providing excellent customer support in a collaborative team environment.
Duties/Responsibilities:
- Collaborate with a diverse group of clients and colleagues to ensure high levels of customer satisfaction.
- Work closely with the Account Executive to manage an assigned book of accounts, focusing on client retention.
- Perform day-to-day servicing of assigned accounts, including processing audits, audit reconciliations, cancellations & reinstatements, policy change requests, auto ID card issuance, certificates of insurance, and evidence of property insurance.
- Assist in handling the renewal process, including preparing client proposals, invoicing, and premium finance agreements.
- Maintain accurate documentation of all client-related transactions and communications within M.E. Wilson’s agency and document management systems.
- Prepare client and carrier documents using Microsoft Word and Excel.
- Process on-line rating as needed.
- Ensure a high degree of accuracy and efficiency in agency management.
- Follow agency workflows and procedures to maintain operational consistency.
- Collect exposure information for new business and renewals as directed by the Account Executive.
- Work a regular, full-time schedule at M.E. Wilson facilities.
- Perform other duties as required to support the team and clients.
Required Skills/Abilities:
- Strong technical knowledge of commercial property and casualty insurance.
- Excellent verbal and written communication skills.
- Detail-oriented with strong organizational and time management skills.
- Proficiency in Microsoft Office Suite (Word, Excel) and the ability to learn new software systems.
- Ability to work effectively within a team and independently.
Education and Experience:
- Minimum of 1 year of experience in an insurance agency and/or working directly with clients.
- Strong understanding of insurance markets, policies, and products.
Certificates, Licenses, and Registrations:
- Florida Property & Casualty License (220 License) required or willingness to obtain within an agreed-upon timeframe.
- A 440 License may be accepted for non-remote positions with management approval.
Physical Requirements:
- Prolonged periods of sitting at a desk and working on a computer.
Benefits & Perks
We value our employees and are committed to providing a comprehensive benefits package that supports your well-being and work-life balance, here’s what we offer:
Health & Wellness
- Medical, Dental, and Vision Insurance
- Employer-Sponsored Life Insurance
- Long-Term Disability & Employer Sponsored Short-Term
Financial Benefits
- 401(k) with Company Match
Work-Life Balance
- Generous Paid Time Off (Starts at 4 Weeks)
EEOC Statement:
M.E. Wilson is an equal employment opportunity firm and complies with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin, disability, military status, marital status, and any other category protected by law. We are committed to fostering an inclusive and diverse work environment where all employees have equal opportunities for growth and success.
About the role:
As a recruiter for TQL, you will own the entire candidate search process while managing the needs of your dedicated on-site hiring manager. Our Recruiting team is responsible for finding sales talent nationwide. We pride ourselves on our sense of urgency and our ability to drive results.
What’s in it for you:
- $45,000 base salary + uncapped quarterly bonuses
- Average Year 2 – 3 earnings: $77,300
- Want to know what the top 20% earn? Ask your recruiter
- Advancement opportunities with structured career paths and mentoring
- Exposure to executive leadership
- Direct access to all hiring managers
- We win wherever we go - Voted a Fortune 100 Best Companies to Work for (2023) and Forbes America’s Best Employers (2022)
What you’ll be doing:
- Become an expert in recruiting top sales talent in your region
- Be a head-hunter – source candidates on job boards, through referrals, social media, and campus recruiting events
- Manage the entire recruiting life cycle, from initial conversation through onboarding
- Develop and maintain strong relationships with your hiring managers, peers and recruiting leadership
What you need:
- Recruiting experience preferred, but no experience required - we provide paid training and an elite mentoring program
- Thrive in a metrics-driven environment
- Experience sourcing talent and driving applications through phone calls
- Highly motivated with a hall of fame work ethic
- The desire to be a part of TQL while contributing to our continued growth
Where you'll be: 601 South Harbour Island Blvd Tampa, FL 33602
Employment visa sponsorship is unavailable for this position. Applicants requiring employment visa sponsorship now or in the future (e.g., F-1 STEM OPT, H-1B, TN, J1 etc.) will not be considered.
About Us
Total Quality Logistics (TQL) is one of the largest freight brokerage firms in the nation. TQL connects customers with truckload freight that needs to be moved with quality carriers who have the capacity to move it.
As a company that operates 24/7/365, TQL manages work-life balance with sales support teams that assist with accounting, and after hours calls and specific needs. At TQL, the opportunities are endless which means that there is room for career advancement and the ability to write your own paycheck.
What’s your worth? Our open and transparent communication from management creates a successful work environment and custom career path for our employees. TQL is an industry-leader in the logistics industry with unlimited potential. Be a part of something big.
Total Quality Logistics is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, genetic information, disability or protected veteran status.
If you are unable to apply online due to a disability, contact recruiting at
Join our Team! May 2026 Grads Apply!
ABOUT US: At Medix, we're more than a staffing company-we're a purpose-driven team passionate about positively impacting lives. We have over 20 years of experience in healthcare, life sciences, and technology. We pride ourselves on living our "core values" building deep partnerships, driving inclusion, and fueling growth.
JOB SUMMARY: As an Entry-Level Recruiter, you'll play a vital role in connecting talented candidates with meaningful career opportunities across industries. Whether you're a recent graduate or looking to pivot into recruiting from another field, this is your chance to grow in a high-energy, people-first environment where your work makes a real difference.
What You'll Do
- Support full-cycle recruitment: from crafting job listings to managing Talent on assignment through Medix.
- Build meaningful relationships with candidates, offering personalized support and guidance throughout their job search journey
- Source and screen candidates via job boards, referrals, social media, and proactive outreach
- Assess candidates through phone screening, interviewing, skills testing, and reference checks
- Coordinate interviews, calendars, and candidate communication Identify and develop new client leads; support business development by setting up meetings
- Deliver a first-class candidate experience with timely communication, professionalism, and care
- Join networking groups and associations to grow your reach and build your presence in the market
- Participate and oversee on-boarding, compliance, and help ensure a positive candidate experience
- Build and maintain strong relationships with candidates throughout their assignments by providing regular check-ins, coaching, and support to ensure a positive experience; proactively address performance concerns and, when necessary, manage difficult conversations including assignment terminations.
- Mentor new recruiters and contribute to a collaborative team culture
WHO YOU ARE:
- A recent graduate or professional pivoting into recruiting
- Self-starter attitude with an appetite for learning
- Organized, personable, and eager to grow-especially in the fields of healthcare, life sciences, or IT
- A people-first mindset with a passion for helping others and delivering exceptional service
- Positive energy, initiative, and a drive to achieve results
- Strong written and verbal communication skills
- Interest in working in a results driven culture with visible KPIs
HOW YOU'LL BE EVALUATED:
- Impact: Placing top talent and driving client success
- Performance: Meeting or exceeding weekly & quarterly KPIs (activity, interviews, placements)
- Growth: Taking initiative, collaborating with teammates, and contributing to Medix's mission
WHAT'S IN IT FOR YOU:
Financial Opportunity We offer a competitive base salary, uncapped commission and quarterly performance bonuses. Account Executives and Recruiters also have the chance to win an annual sales contest that includes an all-expenses-paid trip to exiting international destinations such as Cabo, Jamaica, and Costa Rica.
The average teammate in the company makes: Year 1: $73,430 Year 2: $90,230 Year 3: $120,575 Year 4: $137,065 Year 5 and beyond: $189,600
Wellness Perks
- Hybrid Work Flexibility
- Gym membership reimbursement
- Phone allowance
- Mental health days
- Pet insurance
Benefits
- Comprehensive medical, dental, and vision coverage
- 401(k) with employer match
- Student loan repayment program
- Stock opportunities
- Generous PTO and 9 Paid Holidays
- Employer sponsored Day of Service
Professional Development World-class training and mentorship from day one
WHY YOU'LL LOVE WORKING AT MEDIX:
- A culture that puts people first: We encourage open feedback, teammate recognition, and growth through our Impact Groups and programs like MyPrint® Medix Staffing Solutions
- Real responsibility from day one: You'll gain hands-on recruiting experience across multiple sectors, with mentorship every step of the way Medix Staffing SolutionsLinkedIn
- Purposeful impact: Every placement you make contributes directly to helping organizations-and people-thrive Medix Staffing Solutions+1 Inclusive community: We're committed to equal opportunities and support teammates from all backgrounds through inclusive hiring, development, and community-driven initiatives. But don't just take our word for it - see what our teammates have to say!
Ready to Lock Arms with Us? We're building a team that reflects a variety of experiences and backgrounds. If you don't meet every single qualification, that's okay-we encourage you to apply anyway. You might be exactly who we're looking for.
We are changing FINANCE to finance CHANGE!
Climate First Bank is a Florida Benefit Corporation, state chartered, FDIC insured commercial bank. With now three physical branches in St Petersburg, Winter Park and Mount Dora and one digital branch, we are offering a full suite of banking products including personal and business banking and loan products (solar, residential, commercial, SBA and more). We are passionate about the environment, social issues and overall leaving our communities and the world better than we found it.
We want YOU to help us on this mission and are looking for exceptionally hard-working, passionate and bright new team members.
We are a team of growth focused, goal-oriented and competitive individuals. We collectively work hard to achieve our mission and growth-related milestones and continue to set and exceed new goals almost daily. We love what we do, and we love working with people who are just as excited about our objectives as we are!
Come join our Structured Finance team as the Business Development Officer (BDO). This remote position will be responsible for originating,
structuring, and closing new business opportunities. This role is integral to
the growth and success of the Structured Finance Division, requiring a
proactive approach to business development, client relationship management, and
industry engagement.
Join us in this exciting start-up experience and take your career to a level unattainable in a traditional bank environment. Please send a resume to apply.
Benefits:
- Competitive compensation
- Employer paid medical, vision and dental insurance
- Employer paid disability and life insurance
- 401k match
- Employee Stock Options
- Compelling incentive plans
- Employee only rates for certain loan products
- Working with an amazing team of dedicated and like-minded individuals!
- Being part of an exciting venture with amazing opportunities for growth and opportunities!
Responsibilities
- Business Development - Identify,
cultivate, and manage relationships with prospective clients. Develop and execute
a strategy to meet or exceed annual new business funding targets. Leverage
industry networks, referral sources, and marketing strategies to generate a
consistent pipeline of high-quality leads. - Sales and Client Relationship Management - Conduct
in-depth needs assessments to understand client financial requirements and
present tailored financing solutions. Build and maintain strong relationships
with referral partners, including brokers, CPAs, attorneys, and industry associations. Represent the Structured
Finance Division at industry conferences, trade shows, and networking events to
promote services and build the division's brand. - Structuring and Closing Deals - Work
collaboratively with internal underwriting, operations, and credit teams to
structure and close deals efficiently. Ensure all deals align with the
division's credit policies and risk appetite. Negotiate terms and pricing with
clients while maintaining a focus on achieving profitability and client
satisfaction. - Market and Industry Expertise: Stay
informed about market trends, competitor offerings, and changes in the
factoring and ABL landscape. Provide feedback to leadership regarding market
conditions and opportunities for product or service enhancements. - Pipeline and Portfolio Management - Build
and maintain a robust pipeline with clearly defined stages and next
steps. Generate a balanced portfolio of deals across various industries
and credit profiles.
Secondary Responsibilities:
*
Adopt and practice a commitment to social, economic,
environmental, and racial justice.
*
Demonstrate interest in contributing to and working
by Climate First Bank's Core Values.
*
Possess the initiative to obtain education related
to sustainability practices.
* Demonstrate an understanding of and follow
established Bank policies, procedures, and regulations, cognizant of
transactions, inquiries that appear suspicious, obtaining reasonable and
verifiable explanations, notifying the Compliance Officer when necessary;
completion of all web-based compliance training; resolution of all issues
concerning BSA report reviews of suspicious activity and or cash transactions.
Requirements
- Bachelor's degree in Business, Finance, or a related
field; MBA or advanced degree is a plus.
*
Proven track record of meeting or exceeding sales
targets in a business development role.
*
Strong knowledge of factoring and ABL products,
including underwriting and credit analysis principles.
*
Exceptional interpersonal, communication, and
negotiation skills.
*
Ability to work independently and as part of a
collaborative team.
*
Proficiency in CRM tools and financial analysis
software.
*
Minimum of 5 years of experience in factoring, ABL,
or commercial finance.
Physical Demands:
Sustained standing and sitting;
Frequent use of PC, including typing or sustained attention to monitor;
Occasional lifting of basic office files or equipment up to 20 lbs.
Equal Opportunity Statement:
At Climate First Bank we truly believe that our people are our strength and the diverse talents they bring to our workforce are directly linked to our success. Diversity and inclusion are at the core of our values and mission. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
Equal Opportunity Employer/Disability/Veterans
E-Verify Statement:
This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.
We are changing FINANCE to finance CHANGE!
Climate First Bank is a Florida Benefit Corporation, state chartered, FDIC insured commercial bank. With now three physical branches in St Petersburg, Winter Park and Mount Dora and one digital branch, we are offering a full suite of banking products including personal and business banking and loan products (solar, residential, commercial, SBA and more). We are passionate about the environment, social issues and overall leaving our communities and the world better than we found it.
We want YOU to help us on this mission and are looking for exceptionally hard-working, passionate and bright new team members.
We are a team of growth focused, goal-oriented and competitive individuals. We collectively work hard to achieve our mission and growth-related milestones and continue to set and exceed new goals almost daily. We love what we do, and we love working with people who are just as excited about our objectives as we are!
Come join our Digital Branch as a Digital Banker and take your career to a level unattainable in a traditional bank environment! The Digital Banker is promotes the Bank's consumer lending, deposit gathering and non- interest income initiatives for the Digital Branch. This role represents the true voice of the client and will be at the forefront of delivering a superior experience to our clients. The primary objective of this role is to establish new whole relationships through building connections, initiating and renewing loans, and acquiring deposits. This role will participate and assist management with any sales campaigns and new digital banking technology roll outs, internal training, support, and adoption.
We are looking for multiple candidates for both a remote and hybrid setting. Candidates for the hybrid roles must be local to Central Florida and able to travel to one of our physical branches as needed, often at short notice. Please send a resume to apply.
Benefits:
- Competitive compensation
- Employer paid medical, vision and dental insurance
- Employer paid disability and life insurance
- 401k match
- Employee Stock Options
- Compelling incentive plans
- Employee only rates for certain loan products
- Working with an amazing team of dedicated and like-minded individuals!
- Being part of an exciting venture with amazing opportunities for growth and opportunities!
Primary Responsibilities:
- Customer Service- Provide high touch personalized customer service through daily virtual interactions with the client base. Conduct user surveys and collaborate with designers and engineers to identify efficient/scalable customer-centric solutions that drive user satisfaction, conversion rates, and automation.
- Client Onboarding- Facilitate digital client onboarding and support.
- Mission Objectives- Partner with internal resources to ensure adherence to and promotion of our commitment to sustainability practices and continued carbon neutrality.
- Marketing & Sales- Provide full-service banking to digital clients with primary focus on increasing the bank's deposit and consumer lending base. Promote new banking opportunities that could be developed into high value strategic relationships. Assist with marketing strategies as they are related to introducing new products and services to prospective customers via the Digital Channel. Track the results of all campaigns and report insights to stakeholders.
- Customer Retention- Work closely with internal business partners to expand products and services per customer to deepen customer relationships and increase customer retention.
- Solar Lending- Assist with all aspects of the solar lending process and other values-aligned products delivered via the Digital Channel.
- Development Team Support- Work with the development team to define detailed requirements, write user stories and help prioritize the backlog on .
Requirements:
- Customer Service- True servant mindset and dedication to customer satisfaction. Practices genuine care for the support and care of the customer. Tenacious focus on the delivery of an exceptional client experience.
- Sales- Desire and ability to promote all banking products, practice a consultative sales approach with a strong focus on customer needs. Competitive desire to consistently achieve and exceed business growth goals and financial targets.
- Communication- Excellent communication skills, both verbal and in writing. Ability to compose concise and professional correspondence. Comfortable interacting with customers on camera, phone, and chat. Possesses effective listening skills.
- Banking Experience- Comprehensive knowledge of digital banking systems and products and experience working in a bank environment. Educated in financial products and services, banking regulations and laws.
- Training, Learning and Technology- Ability to quickly learn, adopt, and use new technology.
- Efficiency and Organization- A well organized, resourceful self-starter with superior attention to detail and the ability to prioritize and thrive in high volume situations. Excellent time management and self-sufficient organization of one's tasks and workflow.
- Work Environment- Desire, curiosity and ability to work in a high pace, high growth, high pressure environment with limited direction and supervision that requires high accountability for one's work product and excellent independent judgement.
- Team Spirit- Demonstrated ability to support team members and act as a source of inspiration for the collective improvement of the team and the achievement of business objectives.
Physical Demands:
- Sustained standing and sitting.
- Frequent use of PC, including typing or sustained attention to monitor.
- Occasional lifting of basic office files or equipment up to 20 lbs.
Equal Opportunity Statement:
At Climate First Bank we truly believe that our people are our strength and the diverse talents they bring to our workforce are directly linked to our success. Diversity and inclusion are at the core of our values and mission. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
Equal Opportunity Employer/Disability/Veterans
E-Verify Statement:
This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.
Oath Law & Oath Planning - Estate and Financial Planning
About The Role
We're looking for attorneys who want to help more people than they ever thought possible.
If you're drawn to client work, self-motivated, and want to be part of something that's reimagining how people approach their life and legacy, we'd like to talk. This is a front-facing role. You'll work directly with clients who are navigating some of life's most important decisions: how to protect what they've built, provide for the people they love, and create clarity for the future. No prior estate planning experience required—we'll teach you everything you need to know.
About The Team
Our team is made up of attorneys, financial advisors, and client service professionals all over the country who believe that we all get one short life, and that we should make the most of it. We help our clients prioritize what matters through estate and financial planning, all under one roof.
We care about doing work that matters. We also care about how we do it. That means supporting each other, staying curious, and showing up for our clients with the kind of presence they deserve. If you're someone who values collaboration over competition, effectiveness over busyness, and impact over appearances, you'll fit right in.
We believe in great freedom, great responsibility, and in doing the hard work first. We're committed to empowering our team to help thousands of people nationwide protect what matters to them.
What You'll Do
- Lead workshops and speaking events to educate potential clients on their estate and financial planning options
- Meet with clients in consultations, gather necessary information, and help clients take action
- Design and review personalized estate plans to ensure alignment with client goals
- Guide clients through document signing appointments, making sure they understand their plans completely
- Collaborate with attorneys, advisors, and staff to deliver seamless client service
- Maintain detailed electronic records of client meetings and communications
- Meet weekly with a mentor attorney for ongoing guidance and professional development
- Engage clients in integrated estate and financial planning discussions
- Respond promptly and thoughtfully to client needs via email and phone
What We're Looking For
- Juris Doctorate and active law license
- Strong communication, problem-solving, and time management skills
- Comfort with public speaking, persuasion, and education-based sales
- Proficiency in Microsoft Office and Apple software preferred
- Customer service experience preferred
- Willingness to work early evenings twice a month
- Reliable transportation—personal vehicle preferred
What We Offer
- Competitive base salary with performance-based profit sharing structure
- Continuous attorney mentorship and professional development
- Flexible PTO that recognizes and rewards longevity
- Health, dental, and vision insurance with company contributions
- 401(k) with matching
- Maternity and paternity leave after one year
- A culture-driven team where collaboration, respect, and shared purpose come first
Who Should Apply
This role is for attorneys who want their work to matter on a personal level. You're someone who sees work not as a series of transactions, but as an opportunity to guide people through some of the most important decisions they'll make. You're comfortable in front of a room, energized by teaching and conversation, and equally at ease in one-on-one consultations where trust is built.
We're growing quickly, expanding across the country, and building teams in new markets. When hired, we'll secure an office location convenient for you and your clients. You'll be supported by mentor attorneys and advisors as you grow within our team. If rethinking what the legal and finance industry looks like excites you, we'd love to hear from you.
Imagine walking into a sales environment surrounded by motivated, thoughtful, and passionate individuals committed to improving our clients' financial futures.
As an Account Executive, you pick up the phone and engage with high-net-worth individuals who expressed interest in Fisher Investments materials.
Using sales techniques, youll determine the investors' goals, educate them on our services, and set a meeting with our outside sales team.The Opportunity:The Account Executive position is both a rewarding and engaging role.
Surrounded by professionals and mentors, you will grow your sales skills, build relationships within the firm, and control your career path.
This is an in-office job located in Tampa, FL where you will report to your manager who will sit in the pod with you and guide you in the sales process.
Based on a salary plus uncapped-commission pay structure, you have the comfort of some guaranteed income with the possibility that accompanies uncapped, performance-based commission.Simply put: The harder you work, the more you earn.The Day-to-Day:Communicate Fishers value proposition to high-net worth investors to arrange meetings with regional sales partnersControl your career trajectory and increase firm growth while bettering the financial well-being of potential clientsWork in a vibrant atmosphere with like-minded peers and be rewarded through competing in a meritocracyYour Qualifications:No prior sales experience or industry knowledge neededDrive results: You have experienced personal and professional successInstill Trust: You understand how to earn the trust of others, and look out for others best interestsCommunication: You are engaging and can connect with a wide array of audiencesPersuade: You use compelling arguments to gain the support and commitment of othersCommitted: You meet challenges head-on.
You learn from your setbacks and work towards improvementWhy Fisher Investments:We work for a bigger purpose: bettering the investment universe.
We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification.
It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:100% paid medical, dental and vision premiums for you and your qualifying dependentsA 50% 401(k) match, up to the IRS maximum20 days of PTO, plus 10 paid holidaysFamily Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder careFISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
The Associate Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and / or referrals for advice, and making the appropriate recommendations based on members' individual needs and goals. May provide support to Health Solutions acquisition and retention based on member demand.
We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position will be based at the Tampa, FL. (Crosstown) Campus. Relocation assistance is not available for this position.
What you'll do:
* Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls, emails, faxes and video telephony. Special Acquisitions Team employees will primarily place outbound calls triggered from underwriting work items. Life Regulatory team employees respond to specific regulatory/business needs as directed by policies and procedures.
* Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information. Life Regulatory team employees ask specific questions, often scripted, as needed to complete regulatory requirements and document relevant information.
* Assesses member financial situation and goals. Life Regulatory will refer members to Life Sales representative for advice and recommendations.
* Develops and communicates appropriate life insurance strategies based on individual member needs. Provides basic protection advice and strategies. Life Regulatory will refer members to Life Sales representative for advice and recommendations.
* Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department. Life Regulatory will refer members to Life Sales representative for advice and recommendations.
* Motivates member to take action on recommendation(s) and resolves objections using basic sales techniques and developing persuasion skills. Implements recommendation(s).
* Monitors legislative initiatives that may impact economy, society, and personal financial situation.
* Educates membership on implications of economic, industry trends, and tax law changes, as well as USAA's products and services.
* May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed.
Work Hours:
* Monday - Friday / 7:30am - 8:00pm (Central)
* An 8 hour shift will fall within these hours
* This role is required to be in office, with potential hybrid opportunity after 6 months.
What you have:
* High School diploma or GED
* Required maintenance of Life/Health license and/or acquisition within 90 days
* Required annual completion of AHIP and Broker/Carrier appointments when applicable.
* Up to 1 year of financial industry and/or life sales experience
* Experience delivering frequent written and oral communication
* Experience acquiring and applying new concepts and information
* Experience processing and analyzing information
* Experience fulfilling requests and meeting deadlines
* Experience resolving conflict and negotiating
* Experience multi-tasking in an operating systems environment
* Experience participating in a team environment
* Successful completion of a job-related assessment may be required
What sets you apart:
* Active Group 1 Life and Health license
* 1+ yrs experience working in Sales with life insurance or financial services products
* 1+ yrs experience working in a call center environment
* CLU® - Chartered Life Underwriter or comparable designation
* US military experience through military service or a military spouse/domestic partner
Compensation range: The salary range for this position is: $45,470 - $76,730.
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Responsibilities
- Manage accounts within designated market segment and work toward individual sales targets
- Have an in-depth knowledge of Tampa products to promote our diverse and culture-rich destination
- Driven to seek out new meeting and convention leads
- Manage leads and distributions of RFPs to hotel partners
- Negotiate and mediate clients' and partners' information to create accurate and winning bids
- Dynamically and confidently deliver bid presentations to prospects
- Ensure clients and partners always experience a welcoming and hospitable environment
- Use creativity to plan and execute customer FAMs, site visits, and events
- Accurately update and manage client information, correspondence, and activity in CRM
Education Experience and Qualifications
- Degree from an accredited college or university in Tourism/Hospitality preferred
- MUST have a minimum of 2 to 3 years of hotel group sales, convention center sales, or DMO group business experience
- Must possess strong communication and customer service skills
- Must be knowledgeable with presentation software programs and customer databases
- Must be organized, detail-oriented, and self-motivated
- Must be able to work on-site in the downtown Visit Tampa Bay’s office
- Have availability on some weekends and evenings
- Must be able to travel out of town 30% of time for industry events and client presentations
Compensation and Benefits
- Competitive salary is commensurate with experience
- Incentive pay for completion of goals
- 100% company-paid employee benefits: health, dental, vision, life, and disability
- HSA/FSA with Company contributions
- Company 5% matched 401(k) plan eligibility after 90-days employment
- Generous paid time off
- 10+ holidays per year
- Ongoing career training and development
- Company-paid downtown parking
- Cellphone reimbursement
- Tuition reimbursement
Please send your resume to if you are qualified and interested.