Pre-Scheduled Estate Planning & Insurance Advisor
Secure Income Management
Affinex Capital is seeking an Estate Planning & Insurance Advisor to meet with local clients with living trusts. You will review retirement income options, emphasize safety of capital, and present fixed indexed annuities within a proven educational sales framework. In this 1099 contract-friendly full-time role, expect no cold-calling, calendar-managed appointments, and world-class training. You’ll earn commissions with uncapped earning potential and back-office support to focus on client #J-18808-Ljbffr Secure Income Management
$150k
...across Texas. We operate an advisor-first platform designed to take... ...by providing high-intent, pre-scheduled client appointments directly... ...trust to review their estate plans and deliver "safe money" income... ...solutions. Estate Planning & Insurance Advisor Responsibilities: Attend...SuggestedFull timeContract workLocal area$100k - $200k
United Placement Group is seeking an Estate & Retirement Financial Advisor to join our Texas team. You will meet with pre-qualified prospects focused on retirement and estate planning, recommending annuity and income strategies tailored to client needs. This role provides...Suggested- ...role involves evaluating customer relationships, cross-selling bank services, and meeting monthly new account production targets. A flexible schedule including evenings, weekends, and holidays is required, with training and teamwork emphasized. #J-18808-Ljbffr EOEJournalSuggestedFlexible hoursAfternoon shift
- Affinex Financial is seeking an Estate Planning & Insurance Advisor to meet with local clients, reviewing living trusts and delivering safe money income protection solutions. You will follow a structured sales process, close with a high-velocity cadence, and be paid on...SuggestedContract workLocal area
- A financial services firm is seeking a dedicated Financial Advisor to coach military families on achieving financial security. This full-time position includes a comprehensive training program and support for attaining necessary licensing. Ideal candidates will have military...SuggestedFull timeFlexible hours
- ...homes, cost management, and adherence to schedules. Your Responsibilities On The Team... ...Provide assistance to New Home Consultants on pre-qualifications of customers to develop a... ...Associates have access to robust health insurance plans, including Medical, Dental, and Vision...Full timeLive inLocal areaFlexible hoursAfternoon shift
- ...management. We value analytical and communication skills, with FINRA Series 7/63 licenses preferred. Join a growing, award-winning agency in San Antonio with multiple offices and a track record of community service. #J-18808-Ljbffr Crystal Fuller - State Farm Insurance AgentFlexible hours
- ...via telephone and email, and schedule in‑person or virtual meetings.... ...home consultants on customer pre‑qualifications, contributing to... ...construction trailer, driving, reading plans, climbing stairs and ladders,... ...calculator. Benefits Health insurance plans: Medical, Dental, and...Work at officeLocal area
$22 per hour
...Duration: 12-week contract Work Schedule: 40 hours work per week... ...College education, previous Insurance Company claims experience and/... ...Program Healthcare Benefits Plan List of Benefits: Medical,... ...Deductibles on Medical NO Pre-Existing Limitations Includes...Hourly payContract workReliefWork at officeMonday to FridayShift workDay shift- ...activities. This role serves as a trusted advisor to technology, business, compliance, procurement... ...SOC reports, audit artifacts, remediation plans, and compliance evidence.Experience... ...is a Substance-Free Workplace and requires pre-employment drug testing.Please note, SWBC...Full time
- ...is seeking a talented Wealth Advisor to work with individuals and businesses... ...an overall comprehensive plan. Once goals have been... ...plans and provide investment and insurance solutions that can help make goals... ...-Free Workplace and requires pre-employment drug testing.Please...Full timeLocal area
$40k - $60k
An independent insurance agency in San Antonio seeks a customer-oriented agent to provide excellent service, respond to inquiries, and drive sales. Candidates should have sales experience and the ability to obtain necessary licenses. This role promises growth in a supportive...$116k - $229.1k
...scenario design, flow mapping), testing, user training, defining support procedures. Additional duties may include: coordination of schedules, creation of documentation and collateral, creation and execution of test / use cases, configuration of Workday software,...Local area$40k - $60k
State Farm is seeking an Insurance and Financial Services Representative in San Antonio, TX. The role focuses on acquiring new clients for auto and home insurance, conducting meetings to sell life insurance, and servicing existing clients while identifying additional opportunities...Base plus commission- ...and consultants to determine budgets and schedules to be used in proformas.Coordinate with multiple... ..., and other external websites.Prepare pre-acquisition investment summaries and... ...equivalent experience.A background in real estate or market research is desirable and...
- ...priorities, risks, and required actions. Scanning & Security Tools Configure and manage vulnerability scanning tools and scan schedules. Run scans using Sompo’s proprietary tools as well as industry-standard platforms. Support web application scanning and...
- ...Executive Underwriter for Construction Professional Liability within the Specialties Construction team. The role offers a hybrid schedule and can be based at any Zurich office in the South or Western regions. The position will be filled at either Underwriting Specialist...Work at office
$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a... ...their goals through financial planning. On your path to becoming a financial... ...investments for growth, insurance for protection, and annuities... ...Northwestern Mutual provides pre‑payment/reimbursement for...Work at office$50k
...clients and 20,000 financial advisors across the U.S. and Canada, we... ...adjust the branch business plan to increase branch effectiveness... ...enjoy flexibility in their schedule and, where required by applicable... ...record of success State insurance licenses preferred...Work at officeWork from homeHome officeFlexible hours$1,000 per month
...building an integrated financial planning practice from the ground up.... ..., you can expect a flexible schedule to work around your life and... ...Financial Representative or Advisor role upon graduation. Qualifications... ...Bonuses Support for insurance licensing (life, health, DI,...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$61k - $119k
...Financial Advisor Opportunity At Northwestern MutualBecoming a financial... ...goals through financial planning. On your path to becoming a... ...including investments for growth, insurance for protection, and annuities... ...Northwestern Mutual provides pre-payment/reimbursement* for...Full timeContract workFor contractorsWork at office$100k
Financial Advisor - K-12 Retirement Specialist (403b/457b) Job Details: 1099... ...underserved K-12 market. We're currently scheduling presentations for 100+ advisors... ...and other supplemental retirement plans • Offer life insurance, estate planning, and additional financial...Full timePart timeWork at office- ...Associate Advisor It's about helping others establish a financial... ...the basics of financial planning and making a positive difference... ...within 90 days Texas Group 1 Insurance License (Life, Accident,... ...Generous holiday and paid time off schedule ~ Tuition reimbursement ~...
- ...Join to apply for the Financial Advisor role at First Command... ...and are focused on a financial plan that is constantly evolving to... ...Investments/wealth management Insurance/risk management What We Offer... ...opportunities. Set your own schedule to manage work‑life balance....Hourly payMinimum wageFull timeTemporary workFor contractorsTraineeshipInternshipWork at officeLocal areaHome office
- Security Service Federal Credit Union seeks a Teller/Banker to deliver outstanding member service, promote accounts, loans, cards, and related services, and support sales goals. The role emphasizes cross-selling, digital education, and a commitment to confidentiality while...Flexible hours
- ...floating holidays, flexible work schedules, paid parental leave, and... ...– Medical, dental and vision insurance, employee assistance program,... ...professionals who specialize in planning, engineering design,... ...successful completion of applicable pre-employment substance...Full timeContract workPart timeLocal areaRemote workFlexible hours
- ...Associate Advisor It's about helping others establish a financial... ...the basics of financial planning and making a positive difference... ...within 90 days Texas Group 1 Insurance License (Life, Accident,... ...Generous holiday and paid time off schedule ~ Tuition reimbursement ~...
- ..., Mortgage and Call Center Have a passion for helping people by solving problems, presenting, and explaining solutions Work Schedule: Candidates must be willing and able to work schedules during our operating hours, which may include evenings and weekends. Specific...Work at officeAfternoon shift
- ...provide consultative and hands on services by performing technical planning and testing of Digital assets, systems, processes, and... ...and internal and external penetration testing vendors to scope, schedule, validate, and execute solutions to perform offensive testing exercises...Work at office
- ...Support other IT Security Analysts on a rotational 24/7 coverage schedule as assigned Under the supervision of other IT Security... ...includes: Medical, dental, vision, long-term disability, and life insurance 401(k) matching Generous holiday and paid time off schedule Tuition...
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