Financial Services Professional
$80k - $125kAmerican Senior Benefits
AT Key Retirement Services Powered by American Senior Benefits
At American Senior Benefits (ASB), we're not just another agencywe're a team of owners. We combine the best of both worlds: the entrepreneurial freedom of an independent broker with the training, resources, and structure of a national organization.
Why ASB Is Different:
- Access to over 250 carriersyou always have the best solution for your client
- Own your book, your renewals, and your overrides
- National partnerships with organizations like the American Legion, Elks, and AMVETSwe help you find clients, not just chase them
- Flexible onboarding and portable career modelperfect for relocators or career changers
- Award-winning training and mentorship from the top leaders in the field
- Paths to leadership and business ownership within a few years
Responsibilities
What You'll Do as a Financial Services Professional:
- Build long-term client relationships through your network and company-sponsored lead programs
- Match clients with the best-fit products from our 250+ carriersyou'll never be limited to a single company's offerings
- Guide individuals and families through critical financial decisions using industry-leading technology
- Learn, grow, and pursue career paths in leadership, wealth strategy, retirement income planning, and business development
Qualifications
What Sets You Up for Success Here:
- A passion for helping others make informed financial decisions with transparency and integrity
- Comfort with a consultative sales approach and the ability to simplify complex concepts
- A proactive mindset with strong follow-up habitsself-starters thrive here
- Willingness to learn and grow with support from experienced mentors and national trainers
Let's Talk If You:
- Want a mission-driven career helping people protect what matters
- Are coachable and driven
- Are looking for more than just a paycheckyou want a career with impact and ownership
- Reside in the state where you are applying
Apply now to discover what it means to work for yourselfnot by yourselfwith American Senior Benefits.
Compensation
USD $79,999.00 - USD $125,000.00 /Yr.
American Senior BenefitsVacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Financial Services Professional in Allentown, PA vacancy
- ...Description Job Description We’re looking for experienced financial professionals to join our team dependable team. Whether you’re looking... ...in new market opportunities, expanding your products and services, or giving your clients greater peace of mind, we can help....SuggestedHome office
MassMutual Philadelphia
Allentown, PAa month ago - ...opportunity to contribute to the company's success. As a Branch Sales & Service RRT (Regional Resource Team) within PNC's Retail organization,... ...by identifying opportunities to improve a customer's financial wellbeing and create loyalty while increasing share of wallet....SuggestedFull timeTemporary workPart timeWork experience placementWork at office
PNC Financial Services Group
Allentown, PA4 days ago - ...and deepens the branch customer base through a variety 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...SuggestedFull timeTemporary workPart timeWork experience placementWork at office
PNC Financial Services Group
Whitehall, PA3 days ago $20.67 - $31.25 per hour
...guidance and solutions to assist in client's financial wellness both in person and through... ...we can have on their day, personally, professionally, and financially. Listen for clues... ...sales is more important than financial services experience. KeyBank provides the tools...SuggestedHourly payFull timeWork experience placementFlexible hoursDay shiftKey Bank
Emmaus, PA3 days ago- ...Financial Advisor (Fall/Recent Graduates, Early Acceptance) About Vista Wealth Solutions... ...recent graduates and early-career professionals launch successful, rewarding careers.... ...opportunities Backing of a respected financial services organization Meaningful work helping...SuggestedPermanent employmentFull time
Vista Wealth Solutions
Allentown, PAmore than 2 months ago - ...differentiated client experience from acquisition through onboarding and servicing. Proactive lead management and referral generation--... ...to meet their needs. Educates clients on options for managing financial transactions by leveraging technology, tools and resources....Full timeTemporary workPart timeWork experience placementWork at office
PNC Financial Services Group
Allentown, PA3 days ago $90k - $150k
...Boutique Independent RIA seeks an Associate Financial Advisor to collaborate with a team of... ...comprehensive financial planning services to high net worth and ultra high net worth... ...supported by a robust client service team and professional management Excellent career growth...Full timeWork at office- ...organization and industry leader with a mission of supporting professionals across North America. With a collaborative culture,... ...Excellent health insurance with no deductible Stable, financially strong organization Opportunity to gain exposure across nearly...Summer workLocal areaRemote work
Jobot
Fountain Hill, PA3 days ago $50k - $70k
...experiences. Compensation: $50,000.00 - $70,000.00 per year Do you want a career and not just a job? This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We are an established, growth-...Full timeFor contractorsWork at office- ...package! Position Summary: We're looking for talented mortgage professionals to join our team! Quaint Oak Mortgage is a Quaint Oak Bank Company, a local bank providing more than 95 years of service to the community. Through thoughtful communication, business expertise...Local areaRemote workFlexible hours
Quaint Oak Bank
Allentown, PA5 days ago - ...entire audit process including support in regulatory and third-party audits. The Auditor responsibilities encompass Sharp Packaging Services, LLC commercial US facilities (Allentown, Conshohocken, and Macungie). The impact of decisions relating to customer interface,...
Sharp Packaging Services
Allentown, PA4 days ago - ...general accounting activities. You will work closely with the Financial Reporting Manager and other members of the Finance &... ...operations, inventory management, fulfillment, and food & beverage services. We are known for our product knowledge, customer service, and...Full timeInternshipLocal area
Famous Smoke Shop
East Texas, PA4 days ago - ...exception of an occasional weekend during financial closing process when necessary to close... .... The Senior Accountant is a professional level position whose essential responsibility... ...more than 23,000 employees providing services at 16 campuses and 350+ outpatient sites...Full timeWork experience placementLocal areaRemote workWork from homeFlexible hours
St. Luke's Hospital
Allentown, PA3 days ago $80k - $125k
...network of offices and partners. By combining experienced logistics professionals with innovative technology solutions, the organization delivers reliable, efficient, and customized supply chain services worldwide. The company specializes in a comprehensive range of...Temporary workLocal areaRemote workWorldwideFlexible hoursJobot
Fountain Hill, PA3 days ago- ...provides a range of insurance and investment products and services. The company offers life insurance, long-term care insurance... ..., as well as mutual funds. Unlike most careers, being a Financial Professional will not leave you tied to an office or a desk. Whether you...Work at officeFlexible hours
MassMutual Philadelphia
Allentown, PAa month ago - Year Up United seeks an Entry Level Financial Advisor to join our Financial Planning and Advisory team within the Banking, Insurance &... ...recommendations, and contribute to inclusive, mission-driven services that empower diverse young adults toward economic mobility and...
$72.35k - $101.29k
...communication skills Demonstrated skills in computer technology and financial / computer software applications Satisfactory work record... ...codes Invoices other school districts and entities for services provided by the ASD Provides oversight of the completion...Work at officeLocal areaAllentown City School District
Allentown, PA4 days ago- ...Financial Analyst Work Schedule: Monday-Friday; 8:00a-4:30p Responsible for providing exceptional financial support to assigned areas within the organization. Ensures accurate financial results, analyzes variances, and identifies trends and opportunities. Partners...Local areaMonday to Friday
HNL Lab Medicine
Allentown, PA1 day ago $90.23k
...infrastructure challenges. We're seeking a Senior Financial Analyst to serve as a strategic... ...for a highly analytical finance professional who enjoys collaborating with leaders,... ...recurring revenue, or software-enabled service business models. Experience with Oracle...Contract workWork experience placementH1bWork at officeTrinnex
Allentown, PA4 days ago- Application Instructions Apply now! Position Description The Butz Family of Companies seeks an Estimator for Alvin H. Butz. located in Allentown, Pennsylvania. This individual will work with our project teams to prepare estimates at all phases of the design...For contractorsFor subcontractor
Butz Family of Companies
Allentown, PA2 days ago - ...&R Block, you’ll begin a career in tax and client services—no prior tax experience required. With training and... ...in a client-facing or consultative role, such as financial advising, insurance, retail sales, or professional services Experience asking questions and recommending...Hourly paySeasonal workWork at officeLocal areaWeekend workAfternoon shift
H&R Block
Allentown, PA5 days ago - ...trade installation and integrated facility service companies. We are a leader in designing... ...in an accurate, complete, and professional manner. Assists in the interview procurement... ...email address and we will never ask for financial information, payments, or personal...Work experience placementFor subcontractorWork at office
Archkey Solutions LLC
Allentown, PA4 days ago - ...collaborating with a wide spectrum of partners to provide strategic financial advice to businesses, a role as a Commercial Banker might be... ...Understanding of Commercial Banking products and services Methodical approach to market activities and prospecting, demonstrate...Local areaFlexible hours
Chase
Allentown, PA3 days ago - ...collaborating with a wide spectrum of partners to provide strategic financial advice to businesses, a role as a Commercial Banker might be... ...Understanding of Commercial Banking products and services Methodical approach to market activities and prospecting, demonstrate...Local areaFlexible hours
Chase
Allentown, PA5 days ago - ...ideal opportunity for a motivated tax professional who enjoys a mix of technical tax work,... ...strategic tax planning and consulting services to clients Maintain regular client communication... ..., and expectations are met Review financial records, analyze trends, and identify...Work at officeLocal area
Satori Digital
Allentown, PA5 days ago - Job TitleDuties and responsibilities will include:Monthly calculations and reporting for multiple divisions using data compiled from various data sources.Preparing monthly reports on Sales Results; prepare ad hoc reporting as neededInterface with multiple internal departments...
LanceSoft
Allentown, PA5 days ago $100k - $120k
...strategic and analytical Senior Finance Analyst to join our dynamic finance team in Dallas, Texas. This role is crucial in driving financial insights, supporting decision-making, and optimizing profitability. Key Responsibilities: Develop and manage financial models to...Permanent employmentFull timeTemporary workImmediate startEdward Mann
East Texas, PA3 days ago- ...As a Financial Analyst, you will be responsible to support the plant controller annual budget and monthly forecasting processes • Support Finance Manager in month-end closing and year end (e.g. costing and inventory related transactions, analysis of variations, fix costs...
MSRT
Allentown, PA1 day ago - ...access to internships and job placement services, and personalized coaching and... ...Experience pathway combines technical and professional training in Banking, Customer Success,... ...Career growth paths include: - Financial advisory - Sales specialist - Product...InternshipMonday to Friday
Year Up United
Whitehall, PA19 days ago $50k - $75k
...Advisors plays a key role in creating a professional, collaborative, and organized office... ...Paraplanning Assist in the preparation of financial planning materials using predetermined,... ...in Estate Planning, Financial Services, Insurance, or related professional services...Work at officeCornerstone Advisors
Allentown, PA4 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Services Professional. Be the first to apply!
Related searches
- financial services professional Allentown, PA
- financial clearance Allentown, PA
- financial Allentown, PA
- first financial bank Allentown, PA
- finance financial Allentown, PA
- financial technician Allentown, PA
- financial aid Allentown, PA
- financial engineer Allentown, PA
- financial banking Allentown, PA
- emergent financial group Allentown, PA