Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Protection Advisor

Full-time

Zuzick Organization of Globe Life

Handle inbound and outbound calls to potential and existing clients, answering inquiries and assisting with product recommendations.

Schedule appointments and assist clients in selecting life insurance products tailored to their needs and budget.

Present products through Zoom calls to guarantee understanding for each client

Complete applications and meet underwriting requirements efficiently.

Handle various administrative tasks related to client accounts

  • 18 years of age or older

  • Passion for service: A genuine desire to help other achieve financial stability

  • Strong communication skills: verbal and written, with an ability to engage and build rapport with clients.

  • Motivated and ambitious, with a competitive drive and ambition to achieve

  • High-speed internet connection, and a dedicated workspace for remote work

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Financial Protection Advisor in Rockville, MD vacancy
  •  ...Job Description First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built...  ...Help manage day‐to‐day finances, build lifetime assets, and protect against the unexpected. Engage the community to bring new... 
    Suggested
    Hourly pay
    For contractors
    Work at office
    Local area
    Home office

    First Command Financial Services

    Rockville, MD
    21 hours ago
  •  ...A financial services company is seeking Financial Advisors to coach military families in financial security. The role involves managing finances, engaging with clients, and providing comprehensive financial planning. Candidates should have a Bachelor's degree and proven... 
    Suggested
    Flexible hours

    First Command Financial Services

    Rockville, MD
    21 hours ago
  • $55k - $75k

    Overview To provide basic financial consulting services to assist members and non-members...  ...’s goals as a registered representative/advisor/agent of Navy Federal Financial Group (NFFG...  ..., gender identity or any other basis protected by applicable law. Accommodations If you... 
    Suggested
    Local area
    Monday to Friday

    Navy Federal Credit Union

    Rockville, MD
    4 days ago
  • $19.64 - $25.65 per hour

    Adventist HealthCare is looking for a dedicated Patient Financial Advisor in Rockville, MD. This part-time role involves assisting patients with financial processes, covering scheduling, and ensuring strong customer service. Applicants should possess at least 2 years of... 
    Suggested
    Part time

    Adventist HealthCare

    Rockville, MD
    1 day ago
  • A financial advisory firm located in Maryland is seeking a Service Advisor to manage and enhance client relationships. The chosen candidate will work closely with the CEO or Lead Advisors to prepare financial plans, conduct investment analysis, and ensure exceptional client... 
    Suggested

    Kestra

    Rockville, MD
    3 days ago
  • $150k - $250k

     ...Wealth Advisor Join Aprio's Wealth Management team and you will help clients maximize...  ...advice at the intersection of Tax Planning, Financial Planning, and investment Management. You...  ...obligations or any other category protected by applicable federal, state, or local law... 
    Full time
    Work at office
    Local area
    Remote work
    Flexible hours

    Aprio

    Rockville, MD
    21 hours ago
  • Medium is seeking dedicated individuals for a work-from-home financial services position in Germantown, Maryland. Candidates will join a team focused on protecting families and making a positive impact through integrity and ethical conduct. Responsibilities include assisting... 
    Remote work
    Work from home

    Medium

    Germantown, MD
    3 days ago
  • $61k - $119k

     ...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start...  ...that focuses on: Planning Experience Asset & Income Protection Education Funding Investment & Advisory Services Trust Services... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual Life Insurance Company

    Bethesda, MD
    3 days ago
  • $102.28k - $136.37k

     ...Description The Senior FP&A Analyst plays a key role in driving financial strategy and business performance by developing sophisticated...  ...sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the... 
    Full time
    Work at office

    Alumni Ventures

    Rockville, MD
    3 days ago
  • Senior Security Analyst Our client is looking for a Senior Security Analyst. This position will play a key role in all analytical aspects, including anomaly detection and categorization, strategic guidance assigned to infrastructure, and assistance in risk strategies...

    The Consortium

    Rockville, MD
    4 days ago
  • $23.84 - $39.74 per hour

     ...profiles in order to assess potential ways to add value to clients banking relationship and transition to needs to based discussion on financial goals Identify financial needs of customers and present all appropriate product and service options by working cooperatively... 
    Hourly pay
    Part time

    M&T Bank

    Olney, MD
    3 days ago
  • $18.25 - $28.61 per hour

    A financial institution based in Clarksville, MD, seeks a full-time Customer Service Representative to enhance customer experiences in the financial center. Candidates should have a high school diploma and a year of sales or customer service experience. Responsibilities... 
    Hourly pay
    Full time

    Fulton Bank

    Clarksville, MD
    2 days ago
  • A financial services company is seeking a Financial Advisor to help clients through personalized financial planning. You will build a client base, leverage award-winning training, and present financial solutions. The ideal candidate is self-motivated, has sales or client... 
    Flexible hours

    Bankers Life

    Gaithersburg, MD
    3 days ago
  • $61k - $119k

    Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve...  ...that focuses on: Planning Experience • Asset & Income Protection • Education Funding • Investment & Advisory Services • Trust... 
    Work at office

    UNAVAILABLE

    Bethesda, MD
    3 days ago
  • $70k - $80k

    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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every... 
    Temporary work
    Work at office
    Shift work
    Day shift

    Bank of America

    Bethesda, MD
    1 day ago
  •  ...and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans;...  ...including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Shift work

    PNC

    Rockville, MD
    5 hours ago
  •  ...and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans;...  ...including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Shift work

    PNC

    Olney, MD
    2 days ago
  • $80k - $162.5k

     ...transactions or portfolios of limited to moderate complexity, completing and reviewing credit analysis, evaluating risks, and writing financial analysis. Job expectations include leading the process, ensuring timely and accurate analysis, and coaching teammates on credit... 
    Shift work
    Day shift

    Bank of America

    Rockville, MD
    1 day ago
  • $140k - $195k

     ...This role is responsible for supporting Plant Security management in the development, implementation, and oversight of the Physical Protection Program for Xe-100 plant. This role will focus on security planning for the construction of the plant facility, managing the... 
    Full time
    For contractors
    Local area

    X Energy, LLC

    Rockville, MD
    21 hours ago
  • Our business is growing, and we are seeking qualified applicants to fill positions providing analytical support to ongoing contracts with various federal and state customers. We're looking for someone with a strong mathematical and analytical background who has experience...
    Ongoing contract
    Work experience placement

    Binera, Inc.

    Rockville, MD
    2 days ago
  • Job Title: IT - Information Security/Privacy Analyst I Job Description: Summary: The CIOCC Tier 1 Analyst shall be responsible for the following, but not limited to: Analyze and respond to security events and incidents from SIEM, Firewall (FW), Intrusion Detection...
    Night shift
    Afternoon shift

    PLANIT Group

    Rockville, MD
    2 days ago
  • $135k - $175k

     ...service to clients and prospects seeking loan and/or deposit relationships by understanding clients' needs and delivering tailored financial solutions Interview applicants and evaluate data to determine credit worthiness, and make informed relationship recommendations... 
    Local area
    Flexible hours

    John Marshall Bank

    Rockville, MD
    21 hours ago
  •  ...required). Requires the ability to float between several assigned financial centers in our Northern Virginia and Anne Arundel/Prince...  ...status, disability, covered veteran status, or any other legally protected status. Sponsorship Statement As a condition of... 
    Full time
    Temporary work
    Traineeship
    Work experience placement
    Summer work
    Internship
    Local area
    Work visa
    Flexible hours

    Fulton Bank

    Rockville, MD
    2 days ago
  • Job Description Job Description Benefits: ~401(k) ~ Dental insurance ~ Health insurance ~ Paid time off ~ Vision insurance Position Description: Responsible for adhering to and maintaining the highest standards of customer service, attention to detail...
    For contractors
    Work at office

    AQIWO, Inc.

    Rockville, MD
    14 days ago
  • Job Description Job Description Job Type: Full Time Location: Columbia, Md. Clearance: TS/SCI w/Polygraph VMR Strategic Solutions is seeking an RMF/Security Assessment. Are you interested in joining a dynamic team responsible for supporting USCYBERCOM’s internal...
    Full time
    Shift work

    VMR Strategic Solutions

    Derwood, MD
    12 days ago
  • Teller (Rockville) Job Category: Retail Requisition Number: TELLE010069 Location: Rockville, MD 20852, USA Description This position is responsible for providing a best in class customer experience while processing transactions, servicing existing and potential...
    Work experience placement
    Flexible hours
    Shift work

    Atlantic Union Bank

    Rockville, MD
    4 hours ago
  • $39.52k - $52.8k

     ...Delivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of...  ...and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Shift work

    PNC

    Rockville, MD
    3 days ago
  • $45k - $80k

     ...Registered Client Service Associate in Rockville, Maryland. This vital role provides high-quality administrative support to financial advisors and clients, managing multiple tasks in a fast-paced environment. Candidates should have effective communication skills, proficiency... 

    Raymond James

    Rockville, MD
    3 days ago
  • $140k - $195k

     ...Rockville, MD, is seeking a knowledgeable Analyst to support Plant Security management in developing and overseeing the Physical Protection Program for the Xe-100 plant. This position involves managing security planning, access authorization programs, and training for... 

    X-energy

    Rockville, MD
    3 days ago
  • PNC Financial Services Group, Inc. is seeking a motivated individual for a role focused on customer engagement and sales in Rockville, Maryland. The successful candidate will manage customer experiences, drive proactive sales, and enhance customer loyalty by providing tailored... 

    PNC Financial Services Group, Inc.

    Rockville, MD
    21 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Protection Advisor. Be the first to apply!