Financial Representative
Brett Twitty - State Farm Agent
Financial RepresentativeBrett Twitty is seeking an organized and efficient specialist to fulfill administrative duties and support insurance agents in gaining and keeping customers. As Financial Representative with our agency, your attention to detail, dedication to client relations, and sales-mindedness equip you for this versatile position. Your contributions as a motivated professional who thrives in a fast-paced environment pave an entryway for growing your career and expanding your income. We look forward to incorporating your energy and marketing perspective into our team as we build success together.Responsibilities:Establish customer relationships and follow up with customers, as needed.Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions and billing clarification.Use a customer-focused, needs-based review process to educate customers about insurance options.Use exemplary communication to efficiently meet the needs of customers while promoting the development of our business.Qualifications:Dedicated to customer serviceSales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred Able to obtain Property and Casualty LicenseAble to obtain a Life/Health LicenseAble to achieve mutually agreed upon marketing goalsInterested in marketing products and services based on customer needsBenefits:Salary plus commission/bonusPaid time off (vacation and personal/sick days)Health benefitsProfit sharingGrowth potential/Opportunity for advancement within my officeAbout Brett Twitty:Our team has over 70 years of industry experienceHome, Business & Evening Appointments AvailableState Farm Employee since 2002Second Generation State Farm AgentWe welcome state to state transfersUniversity of IowaWeekdays 9-5 Compensation: $38,000.00 - $55,000.00 per yearMy team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. We are located in Schaumburg, IL and help customers with their insurance and financial services needs, including: Auto Insurance, Home Insurance, Life Insurance, Retirement Planning, Business Insurance, Health Insurance and Banking Solutions.State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.
$38k - $55k
A local insurance agency in Schaumburg is seeking a Financial Representative to provide exceptional customer service and support insurance agents. This role requires dedication to client relations and a sales-oriented approach. Ideal candidates will have a strong background...SuggestedLocal area$1,000 per month
...Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground...SuggestedFull timeContract workFor contractorsInternshipLocal areaFlexible hours$1,000 per month
Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...SuggestedFull timeInternshipLocal areaFlexible hours- ...Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. Responsibilities...SuggestedWork at officeFlexible hours
$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients... ...to becoming a financial advisor, you start as a financial representative focused on client‑building and obtaining licenses. Our award‑...SuggestedWork at office$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity... ...path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-...Full timeContract workFor contractorsWork at office- ...Organization : Name OAKBROOK IL Default: Location : City OAKBROOK Overview The purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on risk protection, financial security, and wealth creation; analyzing...Work at officeLocal area
- ...Your OpportunitySchwab's branch team is at the heart of our commitment to helping clients own their financial futures. As a Financial Consultant, you'll combine planning expertise with a thoughtful approach to holistic financial guidance including investing, retirement...
$45k - $75k
...Financial Services Representative Have a passion for helping people? Join our team as a Financial Services Representative where you'll support Fidelity's customers while building a great foundation for a career in financial planning and advice. Supercharge your early...Full time1 day per week$45k - $100k
Join to apply for the Financial Advisor role at TieTalent 3 days ago Be among the first 25 applicants Join to apply for the Financial Advisor role at TieTalent Job Overview Job Overview This job posting is anticipated to remain open for 30 days, from 22-Jul-2025. The...Full timeTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$61k - $250k
Northwestern Mutual is seeking a Financial Advisor in Schaumburg, Illinois. The role involves building a client base, creating tailored financial plans, and managing client relationships throughout various life stages. Candidates should have a Bachelor's degree, strong...$36k - $75k
...driven, self-motivated, and eager to jumpstart your career in the financial services industry? We’re seeking passionate individuals to... ...designed to set you up for long-term success. As a Financial Representative Trainee, you’ll embark on a comprehensive program that equips...TraineeshipHome office- About the role Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline their...Local area
$38k - $55k
...efficient specialist to fulfill administrative duties and support insurance agents in gaining and keeping customers. As a Financial Representative with our agency, your attention to detail, dedication to client relations, and sales-mindedness equip you for this versatile...Work at officeWeekday work$38k - $55k
...Financial Account Representative – State Farm Agent Team Member Full Time in Schaumburg, IL ROLE DESCRIPTION Brett Twitty is seeking an organized and efficient specialist to fulfill administrative duties and support insurance agents in gaining and keeping customers. As...Full timeWork at officeAfternoon shiftWeekday work$95.9k - $157k
...Zurich Resilience Solutions (ZRS) US Finance team. This role plays a critical part in delivering timely, accurate, and actionable financial insights that support strategic decision-making and drive business performance.The individual will work with the Head of Finance and...Temporary workApprenticeshipWork at officeLocal area3 days per week$90k - $135k
...Description: We Do Consulting Differently The BRG Corporate Finance practice specializes in providing strategic, operational, and financial advice to private equity firms, management teams, boards of directors, investors, hedge funds, and other lenders or companies that...Full timeWork experience placementLocal area- ...Financial Advisor LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at BMO Bank in Schaumburg, IL would allow you to join the Investment Program at BMO Bank as a Financial Advisor associated...Local area
- ...Merrill Advisor Development Program - Financial Advisor: Chicago West Market Oak Brook, Illinois;Merrillville, Indiana; Hinsdale,... ...within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives...Interim roleWork at officeLocal areaImmediate startShift workDay shift
$18.59 - $25.44 per hour
...Financial Counseling Representative On-Site Hoffman Estates, IL | Ascension Behavioral Health Schedule: PRN Are you passionate about supporting patients through the financial side of healthcare while building a career in revenue cycle and financial counseling?...Hourly payReliefLocal area$80k - $90k
...Advisor Development Program - Financial AdvisorMerrill Wealth Management is a leading provider of comprehensive wealth management and... ...within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives...Interim roleWork at officeLocal areaImmediate startDay shift- A leading financial institution is looking for a Financial Advisor in Schaumburg, Illinois. The ideal candidate will engage clients, recommend investment products, and build a successful practice. With a minimum of one year in the financial services industry and necessary...Traineeship
- Northwestern Mutual in Schaumburg, Illinois, is seeking College Financial Representatives for their internship program. This role provides guidance and resources to build a financial planning practice while developing valuable skills. Students will have the opportunity...Full timeInternship
- ...Job Description Job Description We are seeking a motivated, personable, and detail-oriented Entry-Level Financial Advisor who is eager to build a career in financial services and willing to learn individual tax preparation as part of the role. This is an excellent...InternshipLocal area
$60k
...for customers who are interested in other banking products. Ensuring the customer's needs are achieved by conducting a thorough financial needs assessment and offering the most appropriate products and services. Accepting and inputting loan applications to assist...Work at office$52k - $55.68k
...Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day...Hourly payFull timeWork at officeFlexible hoursShift workWeekend workDay shift- ...scale RapidAir’sleadership in the compressed air space. Position Overview The FP&A Analyst will be responsible for assisting with financial forecasting, budgeting, and analysis to support strategic decision-making across the organization. The ideal candidate will have...Contract work
- ...Financial Advisor PositionOur client is one of the top lending institutions in the USA. Over the past 8 years, we have assisted this client in the hiring of 250+ experienced Financial Advisors to their platform. Here are a few highlights: The average investment revenue...
$43k - $75k
...Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works... ...3,000.00 - $75,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will...Contract workPart timeLocal areaImmediate startDay shift- RapidAir Products is seeking an FP&A Analyst to support forecasting, budgeting, and financial analysis across the organization. The role requires strong modeling, accounting knowledge, and clear communication to influence strategic decisions. The ideal candidate will contribute...
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