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
- ...business that is unmatched in the industry. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. At Fidelity, we empower professional growth, flexibility...SuggestedFull time
- ...Job Opportunity At CoVantage Retirement & Investment Services Come join the rapidly expanding CoVantage Retirement & Investment Services... ...leaders to foster warm internal introductions to focus on financial planning, not product sales. You will work alongside other...SuggestedWork experience placement
$65k - $85k
...Financial Advisor Apply Here Who We Are Retirable is a mission‑driven fintech headquartered in New York with a growing advisor hub... ...with peace of mind. Responsibilities Conduct financial planning consultations with warm inbound prospects who’ve requested a consultation....SuggestedWork at officeMonday to FridayWeekday 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... ...Income Protection • Education Funding • Investment & Advisory Services • Trust Services • Retirement Solutions • Business Needs...SuggestedWork at office$61k - $119k
...Financial Advisor Opportunity At Northwestern MutualBecoming a financial advisor at Northwestern Mutual is a unique opportunity to start... ...Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs...SuggestedFull timeContract workFor contractorsWork at office- ...roots in Wisconsin and commitment to community values, Johnson Financial Group is known for helping clients navigate both banking and... ...through thoughtful cross-selling of bank and company products and services. Key Responsibilities Develop and implement a personal...Work experience placementLocal area
- ...Financial AdvisorFinancial Advisors provide financial planning and investment support to the firm's clients. Your primary role will be to assist current firm clients' financial planning and investment needs. Your secondary role will be to develop your clientele and future...Full timeFor contractorsWork at officeMonday to FridayFlexible hours
- ...Financial AdvisorLPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Summit Credit Union in Baraboo, WI would allow you to join the Investment Program at Summit Credit Union as a Financial Advisor...Local area
$150k
...Overview Join to apply for the Financial Advisor role at Drake & Associates, LLC in Waukesha... ...! Qualifications 3+ years of financial services experience with an emphasis on sales... ...Presented by Advisor Employee Services, a consulting firm located in Lenexa, Kansas, representing...Full time- ...Financial Aid CounselorPosition Title: Financial Aid CounselorReports To: Director of Financial Aid & Veterans ServicesDepartment: Financial... ...work closely with the Director of Financial Aid & Veterans Services to ensure that the Financial Aid & Veterans Services Office...Work at officeAfternoon shift
- ...The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information. Responsibilities Provide...
$45k - $100k
...Financial Advisor PositionJoin 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 privately...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...Financial AdvisorAt Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers... ..., Michigan, Minnesota, Iowa, and Florida we are proud to service our local communities and make a positive impact on the lives of...Work at officeLocal area
$51.8k - $95.9k
...Responsibilities Provides financial and investment planning and advice in collaboration... ...through the sales of managed products and services (e.g. mutual funds, mutual fund wrap... ...the client relationship team to apply a consultative sales process and continually enhance the...Part timeLocal area- ...roots in Wisconsin and commitment to community values, Johnson Financial Group is known for helping clients navigate both banking and... ...mortgage, insurance, private banking, and commercial banking services. Demonstrate strong knowledge of all business offerings, financial...Work experience placementLocal area
$20.54 - $27.78 per hour
...Financial Aid AdvisorCurrent staff, faculty/adjunct at Herzing University: log into UKG and navigate to Menu Myself My Company View... ...the University's students. This role requires strong customer service and attention to detail. This individual may work directly with...Hourly payWork at officeMonday to FridayAfternoon shift- ...Position Title: Patient Financial Counselor Location: Upland Hills Health - Dodgeville Hospital Campus Role & Department: Patient Financial Counselor in the Patient Financial Services Department Hours & Shift: Full-time (1.0 FTE) day shift position, Monday through Friday...Full timePart timeMonday to FridayShift workDay shift
- ...Location BHG Bronson Healthcare Group 6901 Portage Road Title Financial Counselor Price Estimates The Financial Counselor is responsible... ...financial counseling process. Performs cashiering and customer service functions. Employees providing direct patient care must demonstrate...Extra incomeFull timeContract workWork at officeLocal areaMonday to FridayShift workDay shift
- A financial services firm in Wisconsin seeks passionate individuals for a role focused on facilitating virtual consultations and securing families' financial well-being. The position offers incentives like a no cold calling policy, qualified lead program, and opportunities...Work from home
- ...Aspirus Health in Wausau, WI is seeking a Financial Counselor I to join our Patient Access-Registration team. The Financial Counselor I manages patient account credits and collection calls, tracks accounts transferred to outside agencies, performs financial assistance...
$50k
...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 clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus...Work at officeWork from homeHome officeFlexible hours- ...Leading financial services firm dedicated to helping individuals and businesses achieve their financial goals. Local firm based in Madison... ...decisions to secure their financial future. This is a client consulting position rather than new business development although those...Local area
- ...Harboroaks in Madison, Wisconsin is seeking a Patient Financial Counselor to provide essential financial counseling and ensure accurate documentation regarding patient insurance verification and billing. This full-time position offers comprehensive benefits, including...Full timeMonday to Friday
$19.05 per hour
...Financial CounselorLove + medicine is who we are, it's what we do, it's why people want to work here. If you're looking for a job to love, apply today.We're not just filling positions, we're building careers. At Emplify Health, we care for our teams, while they care for...Full timeWork experience placementWork at officeMonday to Friday- ...Why Join Competitive compensation with industry leading annual performance-based bonus opportunity Patient Financial Counselor- on site Full time Monday - Friday Fully benefited Why Join Competitive compensation with industry leading annual performance-based bonus opportunity...Full timeLocal areaMonday to Friday
$70k - $90k
...Associate Financial AdvisorWealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives... ...proudly provide unique financial plans and investment management services to over 90,000 households from our over 175 offices - and...Full timeFlexible hours- ...Bank of America is seeking a Financial Solutions Advisor Stage I to obtain SIE, Series 7 and Series 66 licenses and develop foundational advising skills while building client relationships in a financial center. You will deliver Bank of America’s core banking, investment...
- ...The Company: Merit is a fast growing, pioneering financial services firm that invests heavily in the growth and development of team members. Merit seeks to establish, educate, and help individuals reach their financial goals as they transition into and experience retirement...Full timeTemporary workPart timeFlexible hours
- ...Financial Aid CounselorPosition Title - Financial Aid CounselorLocation - AppletonDepartment - Financial AidPosition Type - StaffPosition... ..., student-centered team committed to delivering exceptional service while thoughtfully stewarding institutional, federal, and private...Work at office
- ...Magellan Health is seeking a dedicated Counselor to provide personal financial counseling services to military service members and their families. The role requires a bachelor's degree and 3+ years of relevant experience. Counselors will assist with financial management...
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