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$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-...SuggestedFull timeContract workFor contractorsWork at office$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- ...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...SuggestedLocal area
$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- ...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
$38k - $55k
Financial Representative - State Farm Agent Team Member Full Time - 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 a Financial...Full timeFor contractorsWork at officeAfternoon shiftWeekday work$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...- 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...Work at officeFlexible hours
$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- Employer: Clearwater Capital Partners ( Industry: Financial Services Type: Full Time Status: Exempt Reason: New Position Experience: 5 + years Education: Bachelor’s Degree Compensation: Base with bonus opportunity Location: Hoffman Estates, IL About Clearwater Capital...Full timeTemporary workWork at office
$61k - $250k
Northwestern Mutual is seeking financial advisors in Schaumburg, Illinois. This role offers an opportunity to build a personalized financial planning practice with extensive training support. Advisors will grow their client base, develop financial plans, and manage client...$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$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$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$36 - $45 per hour
...Eventually this role will transition into a global reporting and analytics role. JOB DESCRIPTION: Implementation: -Assess current financial policies and procedures at each subsidiary and determine the structure required based on global, legal and local requirements. -Work...Contract workTemporary workLocal 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
$17 - $28.96 per hour
...and provide exceptional service to customers. Successful candidates will process transactions and assist clients in achieving their financial goals. With a focus on customer service, this role offers unmatched growth and training opportunities within the banking industry....Hourly pay$41.71k - $69k
...assessments to grow loyalty and identify immediate or future opportunities. Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g.,...Local areaImmediate startDay shift$17 - $28.96 per hour
...this role, you'll process transactions, assist customers with financial needs, and introduce solutions that help them achieve their goals... ....Associated Bank is Pay Transparency compliant.The pay range represents anticipated base pay for this role. Actual pay may vary based...Hourly payImmediate start$22 - $28 per hour
...Our people are the heart of our business and we are proud to rank consistently as a top place to work. Wintrust is a $66 billion financial institution based in Rosemont, Illinois, and listed on the NASDAQ Global Select Market under the symbol "WTFC."Wintrust was founded...Hourly payFull timeTemporary workFlexible hoursShift work$60k
...maintenance 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- Fifth Third Bank is seeking a Personal Banker I in Schaumburg, IL to begin with a structured onboarding and education program, then rotate through operations and Sales & Service. The role focuses on consultative banking, opening/servicing Retail products and building relationships...Local area
$43.68k - $69.9k
...Duties and Responsibilities:Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and... ...of credit and financial information.Ability to professionally represent Fifth Third Bank in terms of appearance and verbal/written communication...Work experience placementWork at office$45.38k - $75.63k
...surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental...Full timeTemporary workPart timeWork at office$45.38k - $75.63k
...of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and...Full timeTemporary workWork experience placementWork at office- ...A financial services firm in Roselle, IL is seeking a Personal Banker to provide exceptional customer service while managing accounts and transactions. The ideal candidate will have a high school diploma and at least two years of experience in customer service or loan...
- 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
$36k - $75k
A leading financial services firm is seeking a Financial Representative Trainee to join their Accelerator Program in Villa Park, Illinois. This dynamic trainee experience offers the opportunity to earn between $36,000 and $75,000 in the first year, plus additional incentives...Traineeship
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