Financial Services Representative
$50k - $125kFive Rings Financial, LLC
1 week ago Be among the first 25 applicants Now Hiring for a Financial Representative in Littleton, CO. Description: Becoming a Financial Representative Becoming a financial representative at Five Rings Financial is a unique opportunity to start a business where you can help your clients achieve their goals through financial services and consulting. As a financial representative, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, financial recommendations tailored to every client’s unique needs Manage your client’s financial products to help them achieve their goals Grow relationships with clients to support them through every stage of life On your path to building your own business, you start as a financial representative focused on client-building and obtaining licenses. Our nationally recognized training and mentorship programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial services practice that focuses on: Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there’s more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like autonomy over how you spend your time, the clientele you'd most like to help, and the fellow financial representatives you'd like to learn from. Five Rings Financial has been known for its duplicatable, proven training strategy to help both potential professionals coming from within the financial industry, as well as those looking to make a career change. We are committed to your continued training and development throughout your career. That starts with a comprehensive online training portal, combined with our optional, but recommended, field-training onboarding structure. To become a financial representative, it is preferred, but not immediately required, to have a life insurance license. Opportunities for securities are available depending on experience and preference. · Performance-based earnings and revenue: Average representative annual earnings of $50K-$125K Top 20% annual average representative annual earnings of $155K-$290K.
- Renewal income earned for continued client support and policy management
- Bonus programs
- Company sponsored program for licensure (un-licensed individuals only).
- Parental benefits at every stage of family planning
- Entrepreneurial ambitions to be a business owner
- History of success in relationship-building or client-facing roles
- Desire for continuous learning and collaboration
- Proficient critical thinking skills
- Strong sense of motivation and drive
- Legal authorization to work in the US without sponsorship
$39.7k - $54.55k
...vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their... ...with a team of associates and launch your financial services career in our call center! New to the industry? No problem. Develop...Suggested16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from homeWork visaMonday to FridayFlexible hours- ...deliver the most innovative experience through focus on service, technology, our corporate culture and core values.... ...Appreciation Job Summary We are seeking experienced Financial Services and Sales Representatives. You will ultimately be responsible for working with...Suggested
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$56.9k
...Client Service Professional Opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets... ...7 & 63 licenses, opening doors to a meaningful career in financial services. If you're ready to make an impact and build a future...SuggestedWork at officeRemote workMonday to FridayShift workNight shiftDay shiftAfternoon shiftWeekday work- ...Opportunity for advancement Paid time off Training & development Vision insurance Position Overview Are you an experienced financial services and insurance professional who thrives on building strong customer relationships and guiding clients toward a secure...SuggestedFlexible hours
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$45k - $80k
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...needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts.... .... Experience with sales is more important than financial services experience. KeyBank provides the tools and training, but we need...Hourly payFull timeWork experience placementFlexible hoursDay shift$22 - $26.5 per hour
...success at delivering solutions that help our clients achieve financial freedom and peace of mind. Personal Bankers achieve this vision... ...their financial needs, to deliver valuable products and services to meet those needs and to complete the account opening process...Hourly payFull timeTemporary workWork at office$83.3k - $111.3k
At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice... .... We believe that every dollar saved represents a lifetime of hard work and aspirations,... ...Requirements Minimum 1-3 years of financial services industry experience required,...$50k - $65k
...for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products. Responsibilities Establish customer relationships and follow up with customers, as needed. Provide prompt, accurate,...For contractorsWork at officeFlexible hours$40k - $50k
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...we work: Pax8 US Homepage How you'll contribute You'll turn financial signals into practical decisions — partnering closely with... ...experience with Power Query environments. Tech and software-as-a-service (SaaS) model exposure is a plus — especially in growth-stage...Temporary workLocal areaFlexible hoursShift work$90k - $110k
...This role is based in Denver, CO Guild is hiring for a Financial Planning and Analysis Analyst to join our Finance Team. This role... .... Team skills. You have a positive attitude with a can-do, service-oriented mentality. You are collaborative, with an ability to...Temporary workWork experience placementWork at officeRemote workShift work$85k - $94k
...corporate finance and data analytics, possessing a strong blend of financial planning & analysis (FP&A), complex financial modeling, core... ...known for innovative solutions and unsurpassed customer service. We're passionate about helping companies solve their biggest IT...Contract workWork at officeLocal areaRemote workWork from homeFlexible hours$412.4k
...strength, liquidity profile, and long-term financial sustainability. The CRO designs,... ..., export financing and other financial services to agribusinesses and rural power, water... ...S. and also maintains an international representative office in Singapore.REASONABLE ACCOMMODATIONWe...Work at officeWork visaFlexible hours- ...expectations for products and overcome objectionsProvide a high level of service to clients throughout the loan cycleEducate BRMs and Chase... ...and influence others without direct controlChase is a leading financial services firm, helping nearly half of America’s households and...
$100k
...Alvarez & Marsal is seeking an Associate for Transaction Advisory/Financial Due Diligence in the United States. The role requires 2–3 years of audit experience, a degree in Accounting, and CPA progression. Strong US GAAP and SEC knowledge, plus advanced Excel/PowerPoint...$50k - $65k
Future Opening: Customer Service Representative - State Farm Agent Team Member Position Overview Are you outgoing and customer-focused? Do you... ...! State Farm agents market only State Farm insurance and financial service products. Responsibilities Establish customer relationships...For contractorsFlexible hours$1,000 per month
...Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern... ...unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives and...Full timeContract workFor contractorsInternshipLocal areaRemote workFlexible hours$100k
Lifestyle Strategist and Financial Coach Austin & Associates We are a Financial Solutions Provider looking for high‑energy, self‑motivated... ...position: No previous experience is required! Any Customer Service Experience, Customer Care, Account Management, Financial,...Full timePart timeWork at officeRemote workFlexible hours$45k - $100k
...Financial Advisor Opportunity Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at... ...financial advisor, you start as a financial representative focused on client-building and... ...Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions...Full timeContract workFor contractorsWork at office
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