- World Insurance Associates, LLC. (West Palm Beach, FL)
- Insurance Sales Producer - Personal Lines Private Client Advisor Position Overview World Insurance Associates ("World") is a unique financial services ... and the UK World specializes in personal and commercial insurance , surety and fidelity bonding, employee and executive... Client team and carrier partners to design tailored insurance programs. + Track all sales activities… more
- JPMorgan Chase (Palm Beach, FL)
- …the client's investment assets * a Financial Planner for certain clients * an Insurance Specialist for certain clients * a Trust Officer in instances where we ... + Collaborate with bankers to identify and prioritize prospects for private wealth management services. + Establish credibility and build confidence as… more