2 jobs found in Palm Beach Gardens, FL

Position Title Branch Banking Client Consultant III - Licensed - Palm Beach Gardens, FL   Location Palm Beach Gardens, FL 33410-3664   Job Summary A Branch Banking Client Consultant III - Licensed leverages extensive knowledge in banking, investments, and lending to help clients achieve their financial goals. Individuals in this position typically hold applicable investment and mortgage licensing, and have a proven success in consultative sale. The Client Consultant III plays a significant role in the branch sales execution while maintaining strong operational standards.   Job Responsibilities: Sales Performance:  support growth of branch by achieving growth targets in financial performance (deposits loans, and non-interest income.  Client Experience:  deliver client engagement and education--using the tools and systems available. Meet behavioral activity goals as defined by retail leadership including, but not limited to, NextGen and marketing campaign lead...

The Senior Placement Broker – Casualty is a senior technical placement resource focused on large and complex Casualty placements, supporting client teams and Regional Brokerage Leaders on new business opportunities, challenging renewals, and escalated senior-level client issues. This role requires deep technical expertise in casualty program structure and policy language, strong market relationships, and advanced negotiation skills. Your Impact Placement Strategy & Market Execution Develop and execute placement strategies for complex Casualty insurance programs, including primary, umbrella, and excess liability towers Lead carrier negotiations to secure optimal pricing, terms, conditions, and coverage enhancements Strengthen and expand market relationships to improve access, responsiveness, and outcomes Identify, analyze, and quantify client exposures and present strategic placement recommendations Client & Regional Leadership Support Serve as a senior...