Financial Services Consultant
The Colie Group
If you’re a top-performing sales rep, you already know the reality of most industries: Income ceilings are real Compensation plans change without warning Promotions are limited Your success is tied to someone else’s system And no matter how hard you work… you’re still building someone else’s business. Now imagine applying those same sales skills in an industry where: You own your book of business You earn renewals year after year Your effort directly builds your future That industry is life insurance & financial services. The same skills that make you successful now transfer directly: Relationship-driven selling Communicating value and simplifying complex solutions Building and managing a pipeline Handling objections and closing with confidence This isn’t starting over - it’s leveling up. The Market Opportunity Miles of families are uninsured or underinsured The industry generates over $1 trillion annually A massive wave of agents are retiring Which means one thing: opportunity is wide open. What This Opportunity Offers Leadership and ownership opportunities Who This Is For This opportunity is best suited for sales professionals who are: Tired of income ceilings Ready to build something that lasts Commission-Based |U.S. Only #J-18808-Ljbffr The Colie Group
- ...responsible for insurance verification and eligibility, assessment of patient financial requirements, counseling patients on insurance benefits and co-payments. Obtains pre‑authorization of services. Obtains and maintains accurate patient demographics. Supports and adheres...SuggestedWork at office
- ...any of the above, we may be the ideal home for you! Evershore Financial Group specializes in comprehensive wealth management solutions... ...thoroughly, along with a multitude of competitive products and services including insurance, investments, and fee based financial...Suggested
$43.89k - $150k
...opportunity is not a direct position with Cetera Financial Group. Accepted applicants will become affiliated with Cetera Investment Services LLC (marketed as Cetera Financial... ...Financial Planning, Chartered Financial Consultant and Certified Retirement Specialist Two (...SuggestedFull timeTemporary workLocal areaFlexible hours- ...Advisors (HBKS), an independent personal financial planning and wealth management firm... ...Wealth Advisors is part of the HBK CPAs and Consultants (HBK) family of companies; HBK is a top... ...in all aspects of financial services. Our people choose their own career paths...SuggestedTemporary workLocal areaFlexible hoursNight shift
$45k - $100k
...anticipated to remain open for 30 days, from 02-Jul-2026. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million...SuggestedTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients... ...& Income Protection Education Funding Investment & Advisory Services Trust Services Retirement Solutions Business Needs Analysis Northwestern...Full timeContract workFor contractorsWork at office- ...Join to apply for the Financial Advisor role at First Command Financial Services, Inc. Get AI-powered advice on this job and more exclusive features. Job Description Financial Advisor Careers at First Command: Shaping Positive Financial Behaviors since 1958 9 out of 1...Hourly payMinimum wageTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
$63.25k - $121.2k
...Position Title Financial Planner Location Palm Beach, FL 33480 Job Summary Family Advisory and Trusts provides sophisticated planning advice to clients on a wide range of advisory topics, including: wealth structuring for HNW and UHNW individuals, investors, and business...Work at officeLocal areaDay shift- ...with students and prospective students to provide information on financial aid and options that can help them develop a financial plan for... .... Experience Minimum of 1 year’s experience as a customer service provider in a professional environment. Demonstrated integrity...
$48k - $100k
...of comprehensive wealth management and investment products and services for individuals, companies, and institutions. We specialize in... ...life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients...Shift workDay shift- ...Prudential Advisors is looking for an Experienced Financial Advisor in the Florida market area who is interested in working with Prudential... .... Prudential, the Prudential logo, and the Rock symbol are service marks of Prudential Financial, Inc., and its related entities,...Worldwide
$120k - $200k
...COMPANY OVERVIEW Fellowship Financial Group empowers clients through education-driven financial planning. Our comprehensive seven-step... ...performance culture built on integrity, innovation, and exceptional service. If you’re passionate about helping others secure their...Work at office- ...Join to apply for the Financial representative role at Modern Woodmen of America Launch your financial services career with an organization that positively impacts thousands of families and communities each year . Modern Woodmen of America is a fraternal financial services...Full timeLocal area
- ...Company (Western & Southern Life), a member of Western & Southern Financial Group, a Fortune 500® company. Location MIRAMAR... ...welcome candidates with diverse backgrounds, including financial services newcomers, military veterans, college graduates, and experienced...Full time
- Position Summary The Admissions and Financial Aid Counselor is a student-facing professional responsible for guiding prospective and admitted... ...Attention to detail and organizational skills Strong customer service skills Ability to work occasional evening and weekend hours...Work at officeLocal areaRemote workFlexible hoursAfternoon shift
- ...Credit Union has been guiding members toward building a strong financial foundation for over 70 years. Named one of America’s Best-In-... ...manages a book of business and supports local branches with Premier services to drive revenue for the credit union. Education & Experience...Full timeWork experience placementWork at officeLocal areaImmediate start
- A leading financial services company in New York seeks a motivated Financial Representative to engage with clients on financial needs and offer tailored solutions, including life insurance products. This full-time role emphasizes strong interpersonal skills and a commitment...Full time
$100k - $120k
Service Advisor Location: Jupiter, Florida Are you passionate about building long-term relationships with clients and guiding them toward financial freedom? An innovative and rapidly growing wealth management firm is seeking a Service Advisor to join their team and play...Full timeWork at officeFlexible hours$28.85 - $33.65 per hour
National Black MBA Association is seeking a Financial Solutions Advisor Stage I to build client relationships and obtain necessary securities licenses. This role includes comprehensive training and support to grow a successful career while fostering an inclusive workplace...Hourly pay- Position Overview Agency: Department of Health Working Title: OPS Financial Counselor Requisition No: 875762 Location: Fort Pierce,... ...visit. Interview clients to verify eligibility requirements for services. Educate clients on fee schedules and how fees are calculated...Full timeWork at office
- A leading financial services firm is seeking financial advisors to help clients achieve their financial goals through personalized planning. Candidates will manage client relationships, create tailored financial plans, and grow their business based on performance. This...
- ...personal coach to our Nation’s military families, you will focus on financial plans that are constantly evolving to pursue short-term and... ...and licensing program designed for veterans, transitioning service members and military spouses to start and grow a successful Financial...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
$61k - $250k
Northwestern Mutual is seeking a financial advisor who will help clients achieve their financial goals through personalized planning. This entrepreneurial role allows for a flexible work schedule and uncapped earning potential through a performance-based compensation structure...Flexible hours- Role, Inc. in the Town of Florida, New York, seeks a professional focused on client relationship management in the financial sector. The role involves providing tailored financial advice, acquiring new clients, and maintaining existing relationships. Required qualifications...Full time
- Financial Representative Position As a Financial Representative at Northwestern Mutual,... ...solutions. Key Responsibilities Client Consultation: engage with clients to understand... ...Experience: previous experience in financial services, insurance or business development is...Work from homeVisa sponsorshipFlexible hours
- Bank of America in the Town of Florida seeks a qualified financial advisor to provide customized financial solutions to clients. This... ...66 licenses, with experience in the investments or financial services sectors. The position demands strong communication and relationship...
$113.5k
...effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an...- Bank of America is seeking a Financial Advisor in the Town of Florida, NY, responsible for providing tailored advice and strategies to... ...hold necessary licenses and have experience in the financial services industry. A commitment to compliance and client satisfaction is...Full timeShift work
- About the role Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve... ...career. Whether you have an extensive background in financial services or you’re just getting started, you’ll have the support you...Full timeLocal area
- ...industry leader and advocate for greater retirement readiness, Voya Financial is committed to delivering on its vision to be America’s... ...recommend and implement investment strategies, and research client service issues and investment questions. Additionally, candidate must...Local area
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