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 1 day ago
Similar jobs that could be interesting for youBased on the Financial Protection Advisor in Waterbury, CT vacancy
  • $23.25 - $30.75 per hour

     ...seeking a Retail Banker II Float in Waterbury, Connecticut. This role requires providing exceptional customer service and acting as a financial consultant. The Retail Banker will work in various locations, delivering advice on personal banking solutions and building... 
    Suggested

    TD

    Waterbury, CT
    1 day ago
  •  ...is looking for passionate individuals in Waterbury, Connecticut, to engage in virtual consultations with clients to secure their financial well-being. The role offers flexibility with the option to work from home, a qualified lead program, and advancements based on performance... 
    Suggested
    Remote job
    Work from home
    Flexible hours

    Medium

    Waterbury, CT
    5 days ago
  • AO Garcia Agency in Waterbury, Connecticut, is seeking motivated individuals for a flexible career opportunity with the chance to work from home. In this role, you'll conduct virtual consultations, assess client needs, and maintain client relationships while enjoying industry...
    Suggested
    Remote job
    Weekly pay
    Work from home
    Flexible hours

    AO Garcia Agency

    Waterbury, CT
    5 days ago
  •  ...leading insurance sales company is seeking ambitious sales professionals to join their elite team. You will help families secure their financial future while having the potential to earn six-figure incomes. This role requires no prior insurance experience or college degree,... 
    Suggested

    Emergent Financial Group

    Wolcott, CT
    1 day ago
  • A leading insurance company in Connecticut is seeking an enthusiastic Insurance Agent to assist clients in selecting insurance plans and providing exceptional service. The ideal candidate will have a current insurance license and proven sales or customer service experience...
    Suggested

    Muni Insurance, Inc.

    Waterbury, CT
    1 day ago
  • $65k - $80k

    Bank of America in Southbury, Connecticut, is seeking an experienced professional to provide financial planning and investment advice to clients. This role involves creating financial plans that include brokerage products, recommending banking and investment strategies,... 

    Bank of America

    Southbury, CT
    5 days ago
  • A financial services firm in Connecticut is seeking a Lead Advisor to manage client relationships and execute financial strategies. The ideal candidate should have a Bachelor's degree in Finance or related field and 24+ years of experience in financial planning or investment... 

    Sterling Inspired Staffing.

    Southington, CT
    2 days ago
  • A leading financial institution in Cheshire, Connecticut is seeking a Financial Advisor to engage with clients on their financial goals. You will build personalized financial plans, recommend investment strategies, and manage client requests while ensuring compliance with... 

    Bank of America

    Cheshire, CT
    1 day ago
  • Centurion Wealth Management is seeking an experienced Financial Advisor with an established book of business to join our firm. This is an opportunity to take your practice to the next level under our independent wealth management platform, benefiting from our resources... 

    Centurion Holdings LLC

    Cheshire, CT
    3 days ago
  •  ...Finance Data Analyst to support their Finance team in Middlebury, Connecticut. The ideal candidate will help ensure the integrity of financial data, perform variance analysis, and enhance reporting processes. Key qualifications include a Bachelor’s degree in a related... 

    Tradewind Aviation LLC

    Middlebury, CT
    1 day ago
  • $20 - $26 per hour

     ...looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to...  ...orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.... 
    Part time
    Work experience placement
    Local area

    Wells Fargo

    Wolcott, CT
    1 day ago
  •  ...by partnering with our customers to identify and achieve their financial goals. We are passionate about our Service Standards and live...  ...disability status, or veteran status. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is... 
    Hourly pay
    Full time

    Ion Bank

    Middlebury, CT
    4 days ago
  • At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the... 
    Full time
    Work at office
    Flexible hours

    Ameriprise Financial

    Southington, CT
    2 days ago
  •  ...by partnering with our customers to identify and achieve their financial goals. We are passionate about our Service Standards and live by...  .... Perform additionally assigned duties. As a VP, Financial Advisor you are responsible for: A Financial Advisor is responsible for... 

    Ion Bank

    Southbury, CT
    1 day ago
  •  ...by partnering with our customers to identify and achieve their financial goals. We are passionate about our Service Standards and live...  ...disability status, or veteran status. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is... 
    Hourly pay
    Temporary work
    Part time
    Summer work

    Ion Bank

    Naugatuck, CT
    4 days ago
  • $26 - $33.72 per hour

    Job Description This job is responsible for providing specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of the client's life plan. It involves acquiring... 
    Hourly pay
    Shift work
    Day shift

    Bank of America

    Waterbury, CT
    1 day ago
  • The Lead Advisor will work closely with senior advisors, operations teams, and investment specialists to assist in managing client relationships, executing financial plans, and optimizing investment strategies. The ideal candidate is a strategic thinker, strong communicator... 
    Work at office

    Sterling Inspired Staffing.

    Southington, CT
    2 days ago
  • A financial institution located in Southbury, CT seeks a VP, Financial Advisor responsible for advising clients on financial planning and investments. The role involves developing financial strategies, managing client portfolios, and ensuring compliance with banking regulations... 

    Ion Bank

    Southbury, CT
    1 day ago
  • $19 - $28.84 per hour

     ...through digital engagement, lobby management, transactional processing and retail servicing interactions. Processes a variety of financial transactions in an accurate and efficient manner. Primary Responsibilities: Adhere to the established customer service standards... 
    Hourly pay
    Immediate start

    M&T Bank

    Waterbury, CT
    2 days ago
  • M&T Bank - - Responsibilities: Provide exceptional service to branch customers and resolve routine issues; Balance and process customer transactions accurately; Record and address customer complaints in the designated system; Educate customers about digital demonstrations...

    M&T Bank

    Waterbury, CT
    1 day ago
  •  ...by partnering with our customers to identify and achieve their financial goals. We are passionate about our Service Standards and live...  ...disability status, or veteran status./ppEqual Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is... 
    Hourly pay
    Full time
    Remote work
    Monday to Friday

    Ion Bank

    Naugatuck, CT
    2 days ago
  •  ...the Branch Relationship Manager with successfully leading their branch including its daily operations, service quality, sales and financial performance. Takes the initiative to perform all branch service, sales and operational functions as needed. Works cohesively in a... 
    Full time

    Savings Bank of Danbury

    Waterbury, CT
    4 days ago
  •  ...applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law. Position Relationship Banker I Full-Time/Part-Time Full-Time... 
    Full time
    Part time

    Savings Bank of Danbury

    Waterbury, CT
    5 days ago
  • $38.25k - $61k

     ...Starts Here Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into...  ..., disability, age, veteran status or any other characteristic protected by law. Working Conditions Frequent minimal physical effort... 
    Full time
    Contract work
    Work experience placement
    Work at office
    Afternoon shift

    Santander US

    Waterbury, CT
    3 days ago
  •  ...Relationship Banker in Waterbury, CT. In this full-time role, you will build lasting relationships with customers, help them achieve their financial goals, and promote banking products. The ideal candidate has strong sales experience, excellent customer service skills, and a... 
    Full time

    Banco Santander SA

    Waterbury, CT
    1 day ago
  • $24 - $30 per hour

     ...individuals, families, businesses, and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate...  ...identity and/or expression, physical or mental disability, protected veteran status, or any other characteristic protected by law.... 
    Hourly pay
    Flexible hours
    Weekend work

    Webster Bank

    Waterbury, CT
    3 days ago
  • $21.5 - $26 per hour

     ...individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate...  ...gender identity and/or expression, physical or mental disability, protected veteran status, or any other characteristic protected by law.... 
    Hourly pay
    Flexible hours
    Weekend work

    Webster Bank

    Waterbury, CT
    1 day ago
  • A community bank in Waterbury, Connecticut is seeking a Relationship Banker I. This full-time position involves processing customer transactions accurately, building strong customer relationships, and ensuring compliance with banking policies. The ideal candidate must have...
    Full time

    Savings Bank of Danbury

    Waterbury, CT
    5 days ago
  • Drew Marine, located in Waterbury, Connecticut, is looking for a Senior Collector/Credit Manager. This position involves analyzing customer ledgers, resolving disputes, and managing account credit files. Candidates should have over 3 years of experience in a similar role...

    Drew Marine

    Waterbury, CT
    1 day ago
  •  ...entails obtaining a D&B report, bank and trade references, and financial statements (as needed) Review quotes and purchase orders for ‘...  ..., age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression... 
    Temporary work
    Work at office
    Local area
    Flexible hours

    Drew Marine

    Waterbury, CT
    2 days ago

Do you want to receive more vacancies?

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