Inbound Financial Sales Specialist for Advisors
Group 1001
Group 1001 is seeking an Inbound Sales Representative to build advisor relationships and help meet sales goals. This consultative, phone-based role responds to agent inquiries and provides product information, illustrations, and literature requests. Training will develop expertise to support advisors and maintain strong brand integrity. You will log activities in Salesforce, collaborate with wholesalers and marketing, and identify cross-sell opportunities while delivering excellent service. #J-18808-Ljbffr Group 1001
- ...and operational performance by combining financial strength and stability with deep insurance... ...employees. Why This Role Matters As the Inbound Sales Representative, you will build and maintain business relationships with advisors who market our products and services to...SuggestedTemporary workWork at officeImmediate startHome office
- ...MCI is seeking a Full-Time Inbound Sales Representative to assist customers who contact us with questions and purchasing needs. You’ll provide outstanding service while identifying opportunities to recommend products and services that best fit each customer’s needs....SuggestedFull timeRemote workWork from home
- Raymond James Financial, Inc. seeks a skilled paraplanner to support Financial Advisors in crafting comprehensive financial plans for clients, covering retirement, estate planning, and risk management. The role involves detailed portfolio analysis, data entry, and preparation...Suggested
- Rick Smith - State Farm Agent is seeking a Financial Services Representative to join our team. You will market financial products, educate... ...in our Indianapolis-area agency. This role blends sales with advisory support to help clients manage risks and plan for...SuggestedRemote jobWork from homeFlexible hours
- KKR is seeking a Sales Consultant to support financial advisors and brokers, answering inbound inquiries and guiding them on retirement product offerings. The role is the first step on a defined sales career path with progression to Dedicated Sales Consultant and Internal...Suggested
- Charles Schwab in Indianapolis is seeking a client-focused Call Center Specialist to provide financial guidance and build trusted relationships with clients. You’ll respond to inbound calls, own issues, and strive for the best solution while leveraging your FINRA licenses...
- We are seeking highly analytical and business-minded Senior Financial Analyst Consultants to support critical financial planning, reporting, and decision-making initiatives. These roles partner closely with finance leadership and cross-functional stakeholders to deliver...Hourly pay
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual... ...a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications... ...ambitions and curiosity for sales Highly involved on campus (leader, athlete...Full timeInternshipLocal areaFlexible hours- ...advice and guidance. Merrill’s Financial Advisors and Wealth Management Client... ...to the appropriate internal specialists, and executing highly... ...Responsibilities: Handles inbound inquiries from leads regarding... ...financial service industry and/or a sales environment where goals were...Interim roleWork at officeLocal areaImmediate startShift workDay shift
- ...primary purpose of this position is to fulfill Financial Center First CU’s vision of inspiring... ...high level of service to members during Inbound and outbound calls. Demonstrates... ...appointments. Branch traffic. Disciplined sales process. Follow-up. Sourcing referrals...Work at office
$51.4k
...candidates to join the service team, educating clients on investment strategies, trading tools, and retirement choices. You will answer inbound calls, own issues, and pursue licensing through the Schwab Service Academy (SSA) with paid training and study time. Starting pay...- Charles Schwab in Indiana is seeking a client-focused representative to assist clients via inbound calls, providing financial guidance and building lasting relationships. The role requires Series 7 & 63 licenses and a willingness to work a flexible schedule in a 24/7 contact...Flexible hours
- ...Company About the Role The Company is seeking a Chief Risk Officer to build its risk function from the ground up for a regulated financial institution serving digital asset clients. Responsibilities include translating existing policies into detailed processes and...
- Chief Risk Officer (CRO) About the Company Innovative InsurTech MGA specializing in modernizing specialty insurance through technology Industry Insurance Type Privately Held, VC-backed Founded 2021 Employees 201-500 Funding $51-$75 million...
- ...union Industry Banking Type Privately Held Founded 1931 Employees 501-1000 Categories Banking Finance Financial Services Specialties personal banking community banking personal lending commercial banking commercial lending...Work at officeLocal area
$40k
...Parts Sales Representative - Front Counter The Parts Sales Representative - Front Counter sells commercial vehicle and equipment... ...an employee stock purchase program to help you build long-term financial security. Additionally, we provide performance-based incentives...Afternoon shift$52.9k
...your eagerness to learn and grow. As a Financial Services Representative, you’ll be the trusted... ...on the other end of the line. Answering inbound calls, listening actively, and taking... ...qualifying shifts. Your Talent Advisor will walk you through the training schedule...Work at officeMonday to FridayShift workNight shiftDay shiftAfternoon shiftWeekday work- Charles Schwab is hiring a Financial Services Representative to be the trusted voice on the other end of the line, answering inbound calls and delivering personalized support. You’ll participate in paid training to earn SIE and FINRA Series 7 & 63 licenses, enabling a meaningful...Remote jobShift workNight shiftAfternoon shift
$56.3k - $64.8k
...the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll give clients financial... ...ll engage with, and be an advocate for, clients when answering inbound calls, taking ownership, and tackling complex issues to offer the...Day shift$97k - $192k
...insurance The Hill Region of Modern Woodmen is actively seeking a Financial Representative to help spearhead the continued growth of the... ...our local leaders: Lucas Hill: Prior Experience: Started as an Advisor, became a Managing Partner (MP), now a Regional Director (RD);...Work at officeLocal areaWork from homeFlexible hours- ACV Auctions is hiring an Analyst, Floorplan Credit to assess lending requests, analyze financial statements, and provide risk-based summaries. The role involves evaluating tax returns, contracts, and credit reports, with a focus on compliance and timely processing of credits...
$125k
...Financial Advisor | Fee-Only RIA Indianapolis, IN Hybrid; in-office time based on client meetings) $125,000 base + performance incentives... ...Its advisors and its in-house planning, tax and investment specialists work as one integrated team. They are adding an experienced...Summer workWork at officeLocal area$1,000 per month
...Northwestern Mutual College Financial Representative InternshipCollege Financial Representatives in the internship program at Northwestern... ...to interview for a full-time Financial Representative or Advisor role upon graduation.QualificationsAre you a fit for this internship...Full timeFor contractorsInternshipLocal areaFlexible hours- ...The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. Responsibilities...
- ...Financial RepresentativeThe purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on... ...appointments with prospective and existing clients for the purpose of sales, conservation, and service. Adequately prepares for and...Work at officeLocal area
$61k - $119k
...Education Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients... ...has been recognized for maintaining one of the best‑trained sales forces in the country. We are committed to your continued...Full timeContract workFor contractorsWork at office- Company DescriptionWestPoint Financial Group is dedicated to educating clients to help them fulfill their financial goals with personalized attention and outstanding resources. Our associates are respected professionals known for their expertise and commitment to integrity...Work at office
$97k - $192k
...insurance The Hill Region of Modern Woodmen is actively seeking a Financial Representative to help spearhead the continued growth of the... ...leaders: Lucas Hill: Prior Experience: Started as an Advisor, became a Managing Partner (MP), now a Regional Director (RD);...Work at officeLocal areaWork from homeFlexible hours$70k - $250k
...Investment Sales Executive This is not a typical sales job. But it starts with sales... ...sophisticated enough to act as a trusted business advisor to high-performing entrepreneurs. What... ...have a track record of success in sales financial services, B2B, insurance, real estate, or...Contract work$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients... ...has been recognized for maintaining one of the best‑trained sales forces in the country. We are committed to your continued training...Work at office
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