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Estate Planning Strategist - Executive Director at Morgan Stanley
Harrison, New York, United States - Full Time
Skills Needed
Estate Planning, Tax Planning, Legal Analysis, Client Relationship Management, Presentation Skills, Team Collaboration, Investment Knowledge, Marketing Content Development, Training, Networking, Trusts, Insurance Planning, Philanthropic Structures, Income Tax Strategies, Analytical Skills, Communication Skills
Specialization
Candidates must have a Bachelor's degree and a J.D., along with significant experience in trusts and estates. A strong background in income tax related to estate planning strategies is also required.
Experience Required
Minimum 10 year(s)
barista - Store# 02434, OHIO STATE UNIVERSITY at Starbucks
Columbus, Ohio, United States - Full Time
Skills Needed
Customer Engagement, Communication, Teamwork, Interpersonal Skills, Attention To Detail, Flexibility, Time Management, Problem Solving, Food Preparation, Beverage Preparation, Cash Handling, Safety Awareness, Adaptability, Relationship Building, Learning Ability, Instruction Following
Specialization
No previous experience is required, but candidates must be available to work flexible hours. Strong interpersonal skills and the ability to learn quickly are essential.
Assistant Manager(04953) - 3201 State Route 27 at Domino's Pizza LLC
Franklin Park, New Jersey, United States - Full Time
Skills Needed
Judgment, Math, Multitasking, Customer Service, Staffing, Paperwork, Cost Control, Cash Control, Food Management, Store Cleanliness, Marketing, Profitability, Communication Skills, Driving, Team Leadership, Inventory Control
Specialization
Candidates should possess skills in judgment, math, and multitasking. They must also have the ability to communicate effectively and manage various operational tasks.
Senior Vice President, Real Estate Accounting at BNY
Lake Mary, Florida, United States - Full Time
Skills Needed
Accounting, Commercial Real Estate, Financial Statement Preparation, Leadership, Gaap, Investment Company, Ifrs, Sec Rules, Joint Venture Waterfalls, Partnership Structures, Investor Allocation
Specialization
Candidates must have a bachelor's degree in accounting or equivalent experience, along with a minimum of 10 years in commercial real estate fund accounting. Knowledge of GAAP, IFRS, and SEC rules is essential.
Experience Required
Minimum 10 year(s)
Real Estate Agent - Built For Top Performers at NAV Real Estate
Longmont, Colorado, United States - Full Time
Skills Needed
Real Estate, Sales, Marketing, Training, Mentorship, Collaboration, Leadership, Accountability, Growth, Teamwork, Customer Service, Networking, Brand Building, Profit Sharing, High Performance, Goal Setting
Specialization
Candidates should possess a relentless drive for excellence and a self-starter mentality. A passion for real estate and a commitment to teamwork and accountability are essential.
Real Estate Agent - Built For Top Performers at NAV Real Estate
Golden, Colorado, United States - Full Time
Skills Needed
Real Estate, Sales, Marketing, Training, Mentorship, Collaboration, Leadership, Accountability, Growth, Networking, Customer Service, Branding, Profit Sharing, Teamwork, Performance, Strategy
Specialization
Candidates should possess a self-starter mentality and a relentless drive for excellence. A passion for real estate and a commitment to personal growth are essential.
Senior Associate, State and Local Tax Services at GreerWalker LLP
Greenville, South Carolina, United States - Full Time
Skills Needed
Tax Preparation, Project Management, Analytical Skills, Interpersonal Skills, Oral Communication, Written Communication, Client Service, Adaptability, Integrity, Dependability, Trustworthiness, Computer Skills, Research Skills, Coaching, Tax Compliance, Tax Planning, Training
Specialization
Candidates should have 5 years of tax preparation experience in a public accounting or professional services firm. Strong project management, analytical, and communication skills are essential, along with a focus on client service.
Experience Required
Minimum 5 year(s)
Real Estate Agent - Built For Top Performers at NAV Real Estate
Monument, Colorado, United States - Full Time
Skills Needed
Real Estate, Sales, Marketing, Training, Mentorship, Collaboration, Leadership, Accountability, Growth, Camaraderie, Profit Share, High Performance, Brand Building, Goal Setting, Feedback, Networking
Specialization
Candidates should possess a relentless drive for excellence and a self-starter mentality. A passion for real estate and a commitment to continuous improvement are essential.
Real Estate Agent - Built For Top Performers at NAV Real Estate
Boulder, Colorado, United States - Full Time
Skills Needed
Real Estate, Sales, Marketing, Mentorship, Team Collaboration, Accountability, Growth Mindset, Customer Service, Networking, Leadership, Brand Building, Feedback, High Performance, Training, Profit Sharing, Camaraderie
Specialization
Candidates should possess a relentless drive for excellence and a self-starter mentality. A passion for real estate and a commitment to continuous growth and learning are essential.
Customer Service Rep(01148) - 630 S State St at Domino's Pizza LLC
Sparta, Michigan, United States - Full Time
Skills Needed
Customer Service, Communication, Teamwork, Fast Paced Environment, Food Health And Safety, Sanitary Workplace, High Quality Products, Oven Tending, Expediting Orders
Specialization
Candidates must be at least 16 years old and should demonstrate exceptional customer service, communication, and teamwork skills. They are expected to show up to every scheduled shift in full uniform and ready to work.
Assistant Manager(07571)-1890 W. State Rte 89A at Domino's Pizza LLC
Sedona, Arizona, United States - Full Time
Skills Needed
Leadership Experience, Operations Procedures, Employee Development, Customer Service, Food Safety, Technology Troubleshooting
Specialization
Candidates should have prior leadership experience and the ability to demonstrate excellent customer service skills. They must also be at least 18 years of age.
Real Estate Agent - Built For Top Performers at NAV Real Estate
Gleneagle, Colorado, United States - Full Time
Skills Needed
Real Estate, Sales, Marketing, Training, Mentorship, Collaboration, Leadership, Accountability, Growth, Networking, Branding, Profit Sharing, High Performance, Teamwork, Customer Service, Communication
Specialization
Candidates should possess a relentless drive for excellence and a self-starter mentality. A passion for real estate and a commitment to continuous growth and learning are essential.
Real Estate Agent - Built For Top Performers at NAV Real Estate
Arvada, Colorado, United States - Full Time
Skills Needed
Real Estate, Sales, Marketing, Training, Mentorship, Collaboration, Teamwork, Accountability, Growth, Leadership, Profit Share, Branding, Networking, Performance, Customer Service, Communication
Specialization
Candidates should possess a relentless drive for excellence and a self-starter mentality. A passion for real estate and a commitment to continuous growth and learning are essential.
Real Estate and Contracts Follow-up Coordinator at Burjline Builders
, , Saudi Arabia - Full Time
Skills Needed
Organisational Skills, Attention To Detail, Contract Administration, Lease Management, Communication Skills, Microsoft Office Suite, Real Estate Knowledge, Legal Compliance, Report Generation, Time Management, Problem Solving, Team Collaboration, Bilingual Communication, Contract Drafting, Supplier Management, Deadline Management
Specialization
Candidates should have proven experience in a similar role, preferably within the retail, hospitality, or real estate sectors. Strong organizational skills, attention to detail, and proficiency in both English and Arabic are essential.
Experience Required
Minimum 2 year(s)
State Retail Manager VIC - Cotton On Australia at Cotton On Group
Melbourne, Victoria, Australia - Full Time
Skills Needed
Leadership, Team Building, Customer Service, Retail Management, Operational Excellence, Talent Development, Brand Execution, Engagement, Communication, Results Driven
Specialization
The job requires strong leadership skills and the ability to develop engaged teams focused on customer service and results. Candidates should be able to execute brand plans and foster a culture of excellence.
Experience Required
Minimum 5 year(s)
barista - Store# 05525, STATE COLLEGE & CHAPMAN at Starbucks
Fullerton, California, United States - Full Time
Skills Needed
Customer Service, Teamwork, Interpersonal Skills, Communication, Flexibility, Attention To Detail, Time Management, Problem Solving, Food Preparation, Beverage Preparation, Cash Handling, Safety Standards, Adaptability, Learning Ability, Relationship Building
Specialization
No previous experience is required for this position. Candidates must be able to maintain attendance, work flexible hours, and engage positively with customers.
Customer Service Rep(01963) - 107 S State St at Domino's Pizza LLC
Waseca, Minnesota, United States - Full Time
Skills Needed
Customer Service, Communication, Order Processing, Teamwork, Stress Management, Data Analysis, Decision Making, Equipment Operation, Product Preparation, Cleaning Tasks, Monetary Change, Verbal Skills, Writing Skills, Telephone Skills, Computer Skills, Time Management
Specialization
Candidates should possess strong personality and people skills, and be able to work under stress. Essential skills include basic math abilities, verbal and written communication, and proficiency with computers.
Strategic Account Executive, Air (State Patrol) at Axon
Salt Lake City, Utah, United States - Full Time
Skills Needed
Strategic Planning, Consultative Sales, Account Management, Technical Solutions, Public Sector Experience, Sales Acumen, Drone Technology, Cloud Platforms, Real Time Data Systems, Cross Functional Leadership, Forecasting, Competitive Analysis, Revenue Management, Mentoring, Relationship Management, Stakeholder Influence
Specialization
Candidates should have 10+ years of experience in strategic sales roles managing large accounts and a proven track record of selling complex technical solutions. Public sector experience and a strong understanding of drone technology are preferred.
Experience Required
Minimum 10 year(s)
Retail Sales Associate, Staten Island - Flex at Macy's Jobs
New York, New York, United States - Full Time
Skills Needed
Customer Service, Sales, Teamwork, Communication, Product Knowledge, Hospitality, Adaptability, Goal Oriented, Relationship Building, Problem Solving, Time Management, Attention To Detail, Technology Proficiency, Organizational Skills, Dependability, Collaboration
Specialization
Candidates must have flexible availability, effective communication skills, and the ability to meet daily sales goals. They should be comfortable working both independently and as part of a team, and be able to handle electronic devices.
Account Manager - State Farm Agent Team Member at Ryan Cabaniss - State Farm Agent
, Florida, United States - Full Time
Skills Needed
Customer Relations, Sales, Insurance Products, Policy Reviews, Problem Resolution, Interpersonal Skills, Leadership, Sales Targets
Specialization
Experience in insurance sales or account management is preferred. Candidates should have leadership and interpersonal skills with a proven track record of meeting sales targets.
Experience Required
Minimum 2 year(s)
Estate Planning Strategist - Executive Director at Morgan Stanley
Harrison, New York, United States -
Full Time

Start Date

Immediate

Expiry Date

05 Apr, 26

Salary

250000.0

Posted On

05 Jan, 26

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Estate Planning, Tax Planning, Legal Analysis, Client Relationship Management, Presentation Skills, Team Collaboration, Investment Knowledge, Marketing Content Development, Training, Networking, Trusts, Insurance Planning, Philanthropic Structures, Income Tax Strategies, Analytical Skills, Communication Skills

Industry

Financial Services

Description
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. Responsibilities and Skills Work with teams of investment professionals to provide clients and prospects with objective information and analyses focusing on estate, gift, and income tax planning, including executive compensation and pre-liquidity planning. Must have the ability to travel to meet with the Financial Advisors and clients. More specifically: Work closely with Financial Advisors to build relationships with ultra high net worth clients and prospects across the country by providing guidance on estate and tax planning issues. Simplify complex legal topics, analyses and/or structures into comprehensible terms Compare and contrast estate planning alternatives, including gifting, leveraged gifting, insurance planning and philanthropic structures. Review, summarize and critique existing and/or proposed new estate planning documents. Prepare presentation materials including narrative and/or graphical summaries of documents and various strategies. Work with team analysts to model estate planning strategies. Collaborate with clients’ attorneys and accountants in the implementation of the clients’ estate, income tax and financial plans. Understand investment structures and how they may be appropriate for various estate planning entities. Understand Morgan Stanley trust platform, insurance and similar third-party platforms and products. Keep abreast and keep Financial Advisors abreast of changes in the law and developing legal trends through networking with practitioners, attending seminars and professional reading. Develop new marketing and educational content. Conduct internal training sessions. Requirements Bachelor's degree required. J.D. required Significant prior trusts and estates experience with a law or accounting firm Broad and deep knowledge of estate planning and tax planning strategies Strong income tax background as related to estate planning strategies Series 7 (including SIE), 66 and 24 required (can be obtained post-hire). Must have the ability to travel to meet with the Financial Advisors and clients. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices​ into your browser. Expected base pay rates for the role will be between 150,000 and 250,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Responsibilities
The Estate Planning Strategist will work with investment professionals to provide clients with analyses on estate, gift, and income tax planning. They will build relationships with ultra high net worth clients and simplify complex legal topics into comprehensible terms.
Estate Planning Strategist - Executive Director at Morgan Stanley
Harrison, New York, United States - Full Time
Skills Needed
Estate Planning, Tax Planning, Legal Analysis, Client Relationship Management, Presentation Skills, Team Collaboration, Investment Knowledge, Marketing Content Development, Training, Networking, Trusts, Insurance Planning, Philanthropic Structures, Income Tax Strategies, Analytical Skills, Communication Skills
Specialization
Candidates must have a Bachelor's degree and a J.D., along with significant experience in trusts and estates. A strong background in income tax related to estate planning strategies is also required.
Experience Required
Minimum 10 year(s)
barista - Store# 02434, OHIO STATE UNIVERSITY at Starbucks
Columbus, Ohio, United States - Full Time
Skills Needed
Customer Engagement, Communication, Teamwork, Interpersonal Skills, Attention To Detail, Flexibility, Time Management, Problem Solving, Food Preparation, Beverage Preparation, Cash Handling, Safety Awareness, Adaptability, Relationship Building, Learning Ability, Instruction Following
Specialization
No previous experience is required, but candidates must be available to work flexible hours. Strong interpersonal skills and the ability to learn quickly are essential.
Assistant Manager(04953) - 3201 State Route 27 at Domino's Pizza LLC
Franklin Park, New Jersey, United States - Full Time
Skills Needed
Judgment, Math, Multitasking, Customer Service, Staffing, Paperwork, Cost Control, Cash Control, Food Management, Store Cleanliness, Marketing, Profitability, Communication Skills, Driving, Team Leadership, Inventory Control
Specialization
Candidates should possess skills in judgment, math, and multitasking. They must also have the ability to communicate effectively and manage various operational tasks.
Senior Vice President, Real Estate Accounting at BNY
Lake Mary, Florida, United States - Full Time
Skills Needed
Accounting, Commercial Real Estate, Financial Statement Preparation, Leadership, Gaap, Investment Company, Ifrs, Sec Rules, Joint Venture Waterfalls, Partnership Structures, Investor Allocation
Specialization
Candidates must have a bachelor's degree in accounting or equivalent experience, along with a minimum of 10 years in commercial real estate fund accounting. Knowledge of GAAP, IFRS, and SEC rules is essential.
Experience Required
Minimum 10 year(s)
Real Estate Agent - Built For Top Performers at NAV Real Estate
Longmont, Colorado, United States - Full Time
Skills Needed
Real Estate, Sales, Marketing, Training, Mentorship, Collaboration, Leadership, Accountability, Growth, Teamwork, Customer Service, Networking, Brand Building, Profit Sharing, High Performance, Goal Setting
Specialization
Candidates should possess a relentless drive for excellence and a self-starter mentality. A passion for real estate and a commitment to teamwork and accountability are essential.
Real Estate Agent - Built For Top Performers at NAV Real Estate
Golden, Colorado, United States - Full Time
Skills Needed
Real Estate, Sales, Marketing, Training, Mentorship, Collaboration, Leadership, Accountability, Growth, Networking, Customer Service, Branding, Profit Sharing, Teamwork, Performance, Strategy
Specialization
Candidates should possess a self-starter mentality and a relentless drive for excellence. A passion for real estate and a commitment to personal growth are essential.
Senior Associate, State and Local Tax Services at GreerWalker LLP
Greenville, South Carolina, United States - Full Time
Skills Needed
Tax Preparation, Project Management, Analytical Skills, Interpersonal Skills, Oral Communication, Written Communication, Client Service, Adaptability, Integrity, Dependability, Trustworthiness, Computer Skills, Research Skills, Coaching, Tax Compliance, Tax Planning, Training
Specialization
Candidates should have 5 years of tax preparation experience in a public accounting or professional services firm. Strong project management, analytical, and communication skills are essential, along with a focus on client service.
Experience Required
Minimum 5 year(s)
Real Estate Agent - Built For Top Performers at NAV Real Estate
Monument, Colorado, United States - Full Time
Skills Needed
Real Estate, Sales, Marketing, Training, Mentorship, Collaboration, Leadership, Accountability, Growth, Camaraderie, Profit Share, High Performance, Brand Building, Goal Setting, Feedback, Networking
Specialization
Candidates should possess a relentless drive for excellence and a self-starter mentality. A passion for real estate and a commitment to continuous improvement are essential.
Real Estate Agent - Built For Top Performers at NAV Real Estate
Boulder, Colorado, United States - Full Time
Skills Needed
Real Estate, Sales, Marketing, Mentorship, Team Collaboration, Accountability, Growth Mindset, Customer Service, Networking, Leadership, Brand Building, Feedback, High Performance, Training, Profit Sharing, Camaraderie
Specialization
Candidates should possess a relentless drive for excellence and a self-starter mentality. A passion for real estate and a commitment to continuous growth and learning are essential.
Customer Service Rep(01148) - 630 S State St at Domino's Pizza LLC
Sparta, Michigan, United States - Full Time
Skills Needed
Customer Service, Communication, Teamwork, Fast Paced Environment, Food Health And Safety, Sanitary Workplace, High Quality Products, Oven Tending, Expediting Orders
Specialization
Candidates must be at least 16 years old and should demonstrate exceptional customer service, communication, and teamwork skills. They are expected to show up to every scheduled shift in full uniform and ready to work.
Assistant Manager(07571)-1890 W. State Rte 89A at Domino's Pizza LLC
Sedona, Arizona, United States - Full Time
Skills Needed
Leadership Experience, Operations Procedures, Employee Development, Customer Service, Food Safety, Technology Troubleshooting
Specialization
Candidates should have prior leadership experience and the ability to demonstrate excellent customer service skills. They must also be at least 18 years of age.
Real Estate Agent - Built For Top Performers at NAV Real Estate
Gleneagle, Colorado, United States - Full Time
Skills Needed
Real Estate, Sales, Marketing, Training, Mentorship, Collaboration, Leadership, Accountability, Growth, Networking, Branding, Profit Sharing, High Performance, Teamwork, Customer Service, Communication
Specialization
Candidates should possess a relentless drive for excellence and a self-starter mentality. A passion for real estate and a commitment to continuous growth and learning are essential.
Real Estate Agent - Built For Top Performers at NAV Real Estate
Arvada, Colorado, United States - Full Time
Skills Needed
Real Estate, Sales, Marketing, Training, Mentorship, Collaboration, Teamwork, Accountability, Growth, Leadership, Profit Share, Branding, Networking, Performance, Customer Service, Communication
Specialization
Candidates should possess a relentless drive for excellence and a self-starter mentality. A passion for real estate and a commitment to continuous growth and learning are essential.
Real Estate and Contracts Follow-up Coordinator at Burjline Builders
, , Saudi Arabia - Full Time
Skills Needed
Organisational Skills, Attention To Detail, Contract Administration, Lease Management, Communication Skills, Microsoft Office Suite, Real Estate Knowledge, Legal Compliance, Report Generation, Time Management, Problem Solving, Team Collaboration, Bilingual Communication, Contract Drafting, Supplier Management, Deadline Management
Specialization
Candidates should have proven experience in a similar role, preferably within the retail, hospitality, or real estate sectors. Strong organizational skills, attention to detail, and proficiency in both English and Arabic are essential.
Experience Required
Minimum 2 year(s)
State Retail Manager VIC - Cotton On Australia at Cotton On Group
Melbourne, Victoria, Australia - Full Time
Skills Needed
Leadership, Team Building, Customer Service, Retail Management, Operational Excellence, Talent Development, Brand Execution, Engagement, Communication, Results Driven
Specialization
The job requires strong leadership skills and the ability to develop engaged teams focused on customer service and results. Candidates should be able to execute brand plans and foster a culture of excellence.
Experience Required
Minimum 5 year(s)
barista - Store# 05525, STATE COLLEGE & CHAPMAN at Starbucks
Fullerton, California, United States - Full Time
Skills Needed
Customer Service, Teamwork, Interpersonal Skills, Communication, Flexibility, Attention To Detail, Time Management, Problem Solving, Food Preparation, Beverage Preparation, Cash Handling, Safety Standards, Adaptability, Learning Ability, Relationship Building
Specialization
No previous experience is required for this position. Candidates must be able to maintain attendance, work flexible hours, and engage positively with customers.
Customer Service Rep(01963) - 107 S State St at Domino's Pizza LLC
Waseca, Minnesota, United States - Full Time
Skills Needed
Customer Service, Communication, Order Processing, Teamwork, Stress Management, Data Analysis, Decision Making, Equipment Operation, Product Preparation, Cleaning Tasks, Monetary Change, Verbal Skills, Writing Skills, Telephone Skills, Computer Skills, Time Management
Specialization
Candidates should possess strong personality and people skills, and be able to work under stress. Essential skills include basic math abilities, verbal and written communication, and proficiency with computers.
Strategic Account Executive, Air (State Patrol) at Axon
Salt Lake City, Utah, United States - Full Time
Skills Needed
Strategic Planning, Consultative Sales, Account Management, Technical Solutions, Public Sector Experience, Sales Acumen, Drone Technology, Cloud Platforms, Real Time Data Systems, Cross Functional Leadership, Forecasting, Competitive Analysis, Revenue Management, Mentoring, Relationship Management, Stakeholder Influence
Specialization
Candidates should have 10+ years of experience in strategic sales roles managing large accounts and a proven track record of selling complex technical solutions. Public sector experience and a strong understanding of drone technology are preferred.
Experience Required
Minimum 10 year(s)
Retail Sales Associate, Staten Island - Flex at Macy's Jobs
New York, New York, United States - Full Time
Skills Needed
Customer Service, Sales, Teamwork, Communication, Product Knowledge, Hospitality, Adaptability, Goal Oriented, Relationship Building, Problem Solving, Time Management, Attention To Detail, Technology Proficiency, Organizational Skills, Dependability, Collaboration
Specialization
Candidates must have flexible availability, effective communication skills, and the ability to meet daily sales goals. They should be comfortable working both independently and as part of a team, and be able to handle electronic devices.
Account Manager - State Farm Agent Team Member at Ryan Cabaniss - State Farm Agent
, Florida, United States - Full Time
Skills Needed
Customer Relations, Sales, Insurance Products, Policy Reviews, Problem Resolution, Interpersonal Skills, Leadership, Sales Targets
Specialization
Experience in insurance sales or account management is preferred. Candidates should have leadership and interpersonal skills with a proven track record of meeting sales targets.
Experience Required
Minimum 2 year(s)