- Truist (Boca Raton, FL)
- …and initiate new sales in assigned territories. Sales includes selling estate, business , charitable and life insurance concepts and ideas with Advisors, ... to their clients, and assisting them through the life insurance underwriting process once the sale is made. This...financial plans in the areas of wealth transfer and business planning and intergenerational transfers 3. Responsible for the… more
- Cherry Bekaert (Fort Lauderdale, FL)
- …+ Support pursuit teams in multiple service lines, partnering with knowledge, business development and shared services teams to complete proposals + Create, edit ... proposal process **Competencies** + Proposal writing, grant writing, or business development/sales support experience, preferably in a professional services… more