Financial Protection Advisor
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
- ...hiring a remote Client Account Specialist in Bellevue, United States. This position focuses on assisting clients with life and financial protection coverage inquiries. You will guide clients through options, maintain communication and build lasting relationships....SuggestedRemote job
- Theresa Nguyen - State Farm Agent in Bellevue, WA seeks a State Farm Agent Team Member to provide exceptional insurance and financial services. Candidates will engage in value-based conversations with customers, educate them on various options, and meet established marketing...Suggested
$75k - $90k
Thrivent in Bellevue is looking for a Financial Advisor to provide personalized financial guidance. This position allows you to learn alongside experienced advisors while building a client base after licensing and training. The role requires a Bachelor’s degree and ideal...Suggested$75k - $90k
Thrivent Financial seeks a Team-Based Financial Advisor in Bellevue, WA. In this role, you'll provide financial advice while working under experienced mentors, with the potential for income stability and partnership. The ideal candidate should be self-motivated, capable...Suggested$61k - $250k
Northwestern Mutual is seeking a Financial Advisor in Bellevue, WA, to help clients with financial planning. In this role, you'll grow your client base, build personalized financial plans, and manage those plans to help clients achieve their goals. This opportunity offers...SuggestedFor contractors$61k - $250k
Northwestern Mutual Life Insurance Company is seeking a Financial Advisor in Bellevue, WA, to provide personalized financial planning services. The role includes growing a client base, managing clients' financial plans, and offering extensive training support. Advisors...$75k - $90k
...impact working as part of a team providing financial advice with heart. You’ll learn the... ...business surrounded by experienced financial advisors and other experts, building your career... ..., or any other status or condition protected by applicable state or federal laws. This...Base plus commissionLocal area$88k - $150k
...aspirations. We are seeking an experienced Family Advisor to join our firm. Our ideal candidate is... ...enhancement, wealth transfer, wealth protection and charitable giving. These include:... ...on an individualized basis Assist Financial Planning Department with cash flow modeling...Full timeTemporary workWork at office$102.14k
..., and sponsorship for required licenses. Alternate Titles Financial Advisor Trainee, Seattle Insurance Agent, Washington Wealth Management... ...orientation, gender identity, or any other characteristic protected by federal, state, or local law. Requirements Washington...Contract workFor contractorsTraineeshipSelf employmentWork at officeLocal areaFlexible hours- The Financial Advisor plays a key role in delivering comprehensive, fiduciary-driven financial planning and relationship management for an... ...‑term care considerations Identify coverage gaps and income-protection needs Recommend solutions related to life insurance, annuities...Apprenticeship
$88k - $150k
...generation wealth creators with complex financial lives, delivering integrated advice across... .... We are seeking an experienced Family Advisor to join our advisory team and work... ...wealth enhancement, wealth transfer, wealth protection, and charitable giving. Delivers integrated...Full timeTemporary workWork at officeLocal areaMonday to Friday$28.85 - $33.65 per hour
Financial Solutions Advisor Stage I (FSA I) As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials (SIE), Series 7,...Hourly payWork at officeImmediate startMonday to FridayShift workDay shift- A leading fraternal financial services organization in Bellevue, WA, seeks a Regional Field Recruiter to launch careers in financial services while positively impacting families. The role involves guiding individuals to achieve their financial goals through tailored plans...Full time
- Bank of America is seeking a Financial Solutions Advisor Stage I (FSA I) in Bellevue, WA. This role involves obtaining necessary Securities Industry licenses, managing client relationships, and providing financial solutions. Successful candidates will receive comprehensive...
- ...among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Our Client is looking for talented Financial Advisors just like you! With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you....Full time
$53k - $83k
Ameriprise Financial is seeking a Financial Advisor in Bellevue, WA. This full-time role requires 3+ years of experience, proven client service skills, and the ability to generate client leads. Advisors will receive extensive training, support for licensing, and have the...Full time$61k - $119k
Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start... ...practice that focuses on: Planning Experience Asset & Income Protection Education Funding Investment & Advisory Services Trust...Contract workFor contractorsWork at office$53k - $83k
...entrepreneurial freedom to advance based on your personal results? As a Financial Advisor with Ameriprise, you'll help shape your clients' financial... ...than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small...Work experience placementLocal area- Northwestern Mutual - Puget Sound is seeking a Financial Representative in Bellevue, WA. In this role, you will help individuals and businesses achieve financial goals through tailored insurance solutions and financial planning. Your responsibilities include client consultations...Remote jobFlexible hours
$124k
...journey. Backed by a Fortune 100 company that is a leader in the financial service industry, New York Life will invest in you from the... ...expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to...Contract workWork at officeRemote work1 day per week- Leverage Planners LLC Financial Advisor (New Business) Bellevue, WA·Full time Company website Apply for Financial Advisor (New Business) Leverage Planners is looking for a confident, goal-oriented Financial Advisor to lead prospective clients through their financial journey...Full time
$70k - $105k
A financial services company is seeking an Associate Financial Advisor in Bellevue, WA. This role involves supporting clients with financial products, managing sensitive information, and working closely with lead advisors. Ideal candidates will have securities registration...$70k - $105k
About Ascend National Wealth Advisors: At Ascend National Wealth Advisors, we offer personalized financial strategies designed to reflect your unique values and grow with... ..., genetic information, or any other status protected by applicable local, state, or federal law. This...Work at officeLocal area$102.14k
...Description Job Description Alternate titles: Senior Financial Advisor New Mexico · Wealth Advisor Albuquerque Santa Fe · Financial... ...sexual orientation, gender identity, or any other characteristic protected by federal, state, or local law. All candidates must pass...Full timeContract workFor contractorsSelf employmentSeasonal workWork at officeLocal areaFlexible hours- ...Job Description Job Description Alternate titles: Financial Advisor Retirement Transition · Sell Your Book of Business · Financial Advisor... ...an established book, no internal successor, and a desire to protect client relationships on exit. Practices with meaningful...Full timeLocal areaFlexible hours
$10k - $49.99k
...Job Description Job Description Alternate titles: Financial Advisor Trainee Seattle · Insurance Agent Career Washington · Wealth Management... ...orientation, gender identity, or any other characteristic protected by federal, state, or local law. All candidates must pass...Contract workFor contractorsTraineeshipSelf employmentWork at officeLocal areaFlexible hours- A leading financial advisory firm in Bellevue, WA seeks a Financial Advisor to guide clients through their financial journey from initial contact to onboarding. The ideal candidate will have at least 2 years of experience in financial advising and a passion for empowering...
- Rivercity Insurance & Financial Services is seeking motivated Agents to join their team in Seattle. This role offers the chance to build client relationships, conduct assessments, and present financial solutions. The ideal candidates are 18 years or older, self-motivated...
- Emergent Financial Group is offering a Professional Insurance Sales Career Opportunity in Bellevue, Washington. This position promises an industry-leading compensation with a commission structure ranging from 80% to 145% and immediate vested renewals for passive income....Remote jobImmediate start
- ...quo" and transform the finance industry together. As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier,... ...years advisory experience, including creating and customizing financial plans and portfolios for clients Five or more years in the...Work at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Protection Advisor. Be the first to apply!
- entry level financial advisor Bellevue, WA
- jde finance consultant Bellevue, WA
- financial advisor Bellevue, WA
- financial planner cfp Bellevue, WA
- financial planner Bellevue, WA
- financial planning assistant Bellevue, WA
- financial advisor associate Bellevue, WA
- financial counselor Bellevue, WA
- financial planning associate Bellevue, WA
- finance associate Bellevue, WA


