3 client manager business insurance jobs found in Naples, FL

Description Summary: The Private Bank Wealth Advisor III is the primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, and managing a high-net-worth client’s Wealth Plan. Duties and Responsibilities: Builds relationships with existing and new clients and coordinates the involvement of other specialists to fulfill the client’s Wealth Plan with a strong focus on capturing assets under management, loans, and deposits. Self-acquires new business by being active and well connected in the community and with external centers of influence. Responsible for providing legendary client service to retain client relationships. Builds strong relationships across all Huntington business segments to deepen client relationships. Works with relationships of moderate to high complexity. Knowledgeable on key compliance and regulatory requirements. Performs other duties...

  About Auris   Auris  is   the payroll and HR partner built for small and medium-sized   business   who   can’t   afford to get it wrong. Trusted by over 50,000   business   nationwide, Auris pairs easy-to-use   technology with   with   real human services to give leaders the confidence that every detail is done right - so they can focus on growing their team and their business.   Acquired   by Acrisure in 2025, Auris formerly Heartland Payroll is accelerating its vision to deliver seamless human-centered technology to help small businesses thrive.     Job Summary   Responsible for prospecting and running Auris Payroll presentations both in person and over the phone to small and mid-sized merchants and businesses to   ultimately close   deals within a fast sales cycle. As a Field Sales Representative   you   will report to a Payroll Division Manager and receive coaching from a Territory Manager. Activities...

Position Title Financial Consultant Location Naples, FL 34109-2772 Job Summary The Financial Consultant has the primary responsibility of retaining and expanding company relationships and soliciting new retail Investment and Insurance business from prospective customers. Advise and assist Flagstar customers in optimizing their financial position by creating a customized investment strategy designed around their goals, time frame, and comfort level with market risk. Job Responsibilities: JOB RESPONSIBILITIES     Meets with   customers or prospects to discuss their financial needs and outline   appropriate financial   products that meet the financial goals for customers.     Build and   maintain   excellent relationships with the retail bank branches. Direct the investment sales for an assigned group of retail bank licensed bankers through coaching, training, goal setting, marketing   plans   and daily support ....