Insurance & Financial Services Advisor - Client Planning
Brendan Garvey - State Farm Agent
Brendan Garvey - State Farm Agent is seeking a results‑driven team member to support daily operations and grow the agency through strong customer relationships in insurance and financial services. You will act as a liaison between customer needs and agency departments, helping clients select suitable insurance and financial products. Grow your career as you engage customers with a proactive, sales-minded approach, contributing to community growth and agency success. #J-18808-Ljbffr Brendan Garvey - State Farm Agent
- ...Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire... ...roles, client services, or client-facing roles Desire... ...paid study programs for insurance licensing, SIE, Series 6,...SuggestedWork at officeFlexible hours
$25 per hour
...skills — along with your broad range of financial knowledge — you’ll provide recommendations... ...solutions to help achieve them — like planning for the future, buying a home or opening... ...required 2 years of sales and customer service experience, demonstrating an ability to...SuggestedLocal areaAfternoon shift- ...Senior Financial AnalystAs a Senior Financial Analyst will be responsible... ...to translate strategic plans into financial forecasts and... ...short term disability, voluntary insurance (LTD, auto, home, life, legal... ...is a national mortgage service provider specializing in assisting...SuggestedTemporary workWork at officeLocal areaRemote workFlexible hours
- ...Financial Analyst The Financial Analyst plays a key role in supporting the University's financial planning, budgeting, forecasting, and decision-support activities. This position partners... ..., proactive, and customer-service-oriented approach to supporting University...SuggestedWork at officeLocal area
- ...people behind excel spreadsheets. We are fiduciaries driving financial excellence for our teammates, athletes and shareholders. We are... ...Financial Analyst plays a key role within the Corporate FP&A team in planning and tracking the financial performance for DICK'S Sporting...Suggested
$20 per hour
...Title Your Mission Be the face of Clearview as you help members reach their financial goals! From opening accounts to recommending the best financial solutions, you'll deliver top-tier service with a personal touch. This is more than a teller job, it's a career that...Hourly payImmediate startMonday to Friday- ...Assignment Position Overview: This position is expected to develop proficiency of basic consumer banking transactions, account servicing, and lending. The incumbent is responsible for the execution of branch leads at the direction of the Manager, consistent execution...Work at office
- ...of proactive sales and service activities. Manages... ...improve the customer's financial wellbeing. Collaborates... ...ultimately elevating client loyalty. Delivers a full... ...and spouse/child life insurance; short and long-term... ...pension and stock purchase plans; dependent care...Full timeTemporary workPart timeWork at officeShift work
- ...Financial Representative The purpose of the Financial Representative... ...the needs of middle-income clients by educating them on risk... ...appropriate marketing plan to sell insurance and investment solutions.... ...of sales, conservation, and service. Adequately prepares for...Work at officeLocal area
- ...access to internships and job placement services, and personalized coaching and mentorship... ...technical and professional training in Financial Operations with access to internships and... ...paths include: - Fund Accounting - Client services support Get the skills and...InternshipMonday to Friday
$21 per hour
...opportunities to help them achieve their financial goals by providing personalized advice... ...career through training, coaching, career planning and development resources that enable... ...recommending and referring products and services to customers Strong listening and communication...Full timeLocal areaShift workAfternoon shift- ...employee and spouse/child life insurance; short and long-term... ..., pension and stock purchase plans; dependent care reimbursement... ...robust wellness program with financial incentives. In addition, PNC... ...on career level; and years of service.To learn more about these and...Full timeTemporary workPart timeWork at officeShift work
- ...individuals to provide solutions and cross-sell appropriate Loan, Deposit, Cash Management, Clearview partner, and Wealth Management services. Maintain a strong, professional image in the local community through involvement with community organizations and committees....Work at officeLocal area
- ...Responsibilities Conduct in-depth credit analysis using financial statements, agency reports, payment history, and market intelligence... ...mitigate potential losses. Serve as a key partner to Sales, Customer Service, Legal, and operations teams to resolve complex credit,...
- ...you are empowered every day to help our customers achieve their financial goals. Our branch colleagues have an opportunity to share... ...recommending appropriate deposit, and other banking products and services. Processes customer transactions accurately and efficiently and...Full timeH1bWork at officeRemote workWork from homeFlexible hours
- ...A regional financial institution is seeking a Customer Experience Banker in Moon Township, PA. In this role, you will be a Financial Concierge... .... The ideal candidate is customer-focused with a background in service or sales. You will be tasked with customer service excellence,...Full timeWork at office
- ...This includes providing prompt, efficient, and friendly customer service to members while adhering to bank teller policy and procedure... ...- Six months of consecutive customer service experience in financial services, retail sales, or a goal- oriented environment preferred...Full timeWork at officeFlexible hoursNight shiftWeekend workAfternoon shift
- ...Banker I plays a vital role in delivering exceptional customer service and fostering strong customer relationships. As the first point... ...will provide the necessary skills to confidently offer tailored financial solutions, ensuring a positive and personalized banking...Work at office
- ...employee and spouse/child life insurance; short and long-term... ..., pension and stock purchase plans; dependent care reimbursement... ...robust wellness program with financial incentives. In addition, PNC... ...on career level; and years of service. To learn more about these...Full timeTemporary workPart timeWork at officeShift work
- Job Description Job Description Benefits: Dental insurance Health insurance Vision insurance TAKING CARE OF CUSTOMERS NEEDS
- ...ensuring timely and efficient service * Exceed customer... ...inform customers on optional insurance products, ensuring customers... ...k) * Employee Stock Purchase Plan (10% share discount) * Tuition... ...based on start date) OneMain Financial (NYSE: OMF) is the leader in...Full timeTraineeshipLocal areaMonday to Friday
- ...DICK'S Sporting Goods is seeking a Senior Financial Analyst to join our Corporate FP&A team. You will help plan and track the company’s Balance Sheet and Cash Flow, develop multi-year forecasts, and support admin expense budgeting with a focus on accuracy and strategic...
- ...The Financial Analyst role entails overseeing two annual budgets, as well as handling monthly... ...advocacy support. Retirement plan -- both pre-tax and Roth (after-tax) options... ...backup childcare, elder care, and household services. Confidential counseling, legal, and financial...Work at officeRemote work3 days per week
$39k - $52k
...Summary Be a problem solver, trusted advisor, and partner to the people and... ...resource in identifying and resolving client servicing issues, serve as the primary troubleshooter... ...questions and listen to clients to uncover financial needs and transition clients to a banker...Hourly payFull timeWork experience placementShift workDay shift$38k
...webuyanycar.com® USA, is a leading car buying service that offers a fast, safe, and fair way to... ...your retirement savings with our 401k plan featuring company match Access top-... ...Enjoy peace of mind with company-paid life insurance Celebrate with company-paid holidays...Relocation package
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