Financial Services Professional
The Bill Lampe Group Inc.
About the Company:
Are you ready to ignite your career in sales with passion and professionalism? We are on the hunt for a dynamic and motivated Sales Representative to join our vibrant team and propel the growth of our life insurance products. As a key player in our sales force, you will forge strong client relationships, uncover customer needs, and offer tailored life insurance solutions. This thrilling role lets you work independently, meet potential clients in various settings, and hit your sales targets in a rewarding and supportive environment.
About the Role:
• Prospecting and Lead Generation: Leverage our unique platform that targets qualified candidates seeking our diverse life insurance products, allowing you to focus more on client interactions and less on lead hunting. • Client Consultation: Perform comprehensive needs assessments to understand clients' financial goals and insurance needs, presenting and explaining life insurance options to help clients make informed decisions. • Sales Presentation: Deliver captivating sales presentations to individuals and groups, showcasing the benefits and features of our life insurance products. Tailor presentations to address specific client concerns and preferences. • Relationship Management: Cultivate and maintain long-term relationships with clients, offering continuous support and service. Conduct regular follow-ups to ensure customer satisfaction and policy retention. • Market Research: Stay abreast of industry trends, competitive products, and market conditions. Utilize this knowledge to position our life insurance products effectively and provide clients with pertinent information. • Sales Reporting: Keep precise and up-to-date records of sales activities, client interactions, and progress toward sales targets. Prepare regular reports for management review. • Compliance: Ensure all sales activities adhere to regulatory requirements and company policies, maintaining confidentiality of client information and upholding ethical standards.
Qualifications:
- Proven experience in sales, preferably within the insurance or financial services industry.
- Exceptional communication and interpersonal skills, with the ability to build rapport and trust with clients.
- Outstanding presentation and negotiation skills.
- Self-motivated with a results-driven mindset and the ability to work independently.
- Willingness to travel within the assigned territory and manage a flexible schedule.
- Valid driver’s license and reliable transportation.
- High school diploma or equivalent; a bachelor’s degree in business, finance, or a related field is a plus.
- Life insurance license or the ability to obtain one (we will assist you in acquiring your license if you are not currently licensed).
Benefits:
- Competitive compensation with the most attractive commission and bonus structure in the industry.
- Comprehensive training and continuous professional development.
- A supportive team environment with access to seasoned mentors.
- Opportunities for career advancement within the company.
Compensation:
- Range is based on the average rep in current markets
- Bonuses, are performance based and paid every month on the 15th
- Residuals are paid on the anniversary date of the clients sale.
- ...families, and businesses navigate life’s financial decisions through changing markets and generations. As a Financial Professional*, you’ll play a direct role in helping people... ...investment advisor, and offer advisory services². What We Look For Self-motivated...SuggestedFull timeContract workTemporary workPart timeFor contractors
$50k - $80k
...Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. We offer award-winning training, access to mentors, and a workday that can be built around your lifestyle....SuggestedFull timeWork at officeFlexible hours$80k - $100k
...Job Description Job Description Overview Join our dynamic team as a Financial Services Professional and become a vital part of delivering comprehensive financial solutions to clients. In this role, you will leverage your expertise in financial planning, investment...Suggested- A financial services staffing company is seeking a remote, entry-level Financial Professional. This is a part-time role that offers flexibility to set your own hours and work around existing commitments. No direct finance experience required; ideal candidates are hardworking...SuggestedRemote jobPart time
- ...journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start,... ...your work for years to come. You will grow personally and professionally along with your clients. What we offer Training and...SuggestedFull timeContract workFor contractors
- About the job REMOTE - Entry-Level - Financial Professional ***ATTENTION *** ---This is for a REMOTE or HYBRID part-time/full-time opportunity... ...and is not an hourly position We are a financial services staffing company now hiring for opportunities with Global Financial...Remote jobHourly payFull timePart timeFor contractorsImmediate start
- ...Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. We offer award-winning training, access to mentors, and a workday that can be built around your lifestyle....Full timeWork at officeFlexible hours
- ...or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a... ...play a key role in supporting day-to-day financial operations for our clients, ensuring... ...with team members to deliver high-quality service, assist in managing multiple client...Full timeLocal areaRemote workWeekend work
- ...maximize profitability, and build long-term financial security. Built on a foundation of white-glove, highly responsive service, we foster an internal culture centered on... ...accounting system conversion. Experience in professional services, financial services, or public...Full timeContract workWork at office
$82.28k - $102.84k
...Job Summary Spot Pet Insurance Services LLC is seeking a detail-oriented and self-directed... ...a key role in supporting a strong financial foundation as the company continues to... ...reliable records. Communication: Clear and professional written and verbal communication with...Weekly payFull time$75k
...Position Summary The Staff Accountant, Financial Reporting will be responsible for... ...opportunity for an early-career accounting professional looking to build a strong technical... ...industry, e.g., real estate, financial services, wealth management] a plus Detail-oriented...Internship- ...Job Description Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. We offer award-winning training, access to mentors, and a workday that can be built around...Work at officeFlexible hours
- ...of the business through the introduction and expansion of financial services to the client.Supports the execution of risk management practices... ...a university / college degree, with 2+ years of relevant professional experience. In lieu of a degree, a comparable combination...Full timeTemporary workPart timeWork experience placementWork at office
- ...impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships... ...offering clear recommendations and guidance Product and Service Consultation: Discuss financial products and services tailored...Full timeWork experience placementWork at officeLocal areaFlexible hours
$43.89k - $150k
...Please Note: This opportunity is not a direct position with Cetera Financial Group. Accepted applicants will become affiliated with Cetera Investment Services LLC (marketed as Cetera Financial Institutions), a broker-dealer that supports and grows wealth management programs...Full timeTemporary workLocal areaFlexible hours$120k - $160k
...CPA Firm is seeking an Audit Manager to join its growing Financial Services practice in Miami. This opportunity offers the chance... ...clients Mentor and develop high-performing audit professionals Strong advancement opportunities within a nationally recognized...Work at office3 days per week$160k
...Florida. The ideal candidate will have experience within the Financial Services industry and possess a strong background in financial... ...Preferred Qualifications MBA, CFA, CPA, or progress toward a professional designation. Experience with Power BI, Tableau, Adaptive Planning...- ...investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and... ...business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making...Full timeTemporary workPart timeWork experience placementWork at office
- ...Sentinel, is committed to developing the next generation of financial professionals who are driven by purpose and impact. Our mission is to... ...FORTUNE 500® company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer...InternshipWork at officeHome officeVisa sponsorshipFlexible hours
$60k - $150k
...Management Program is designed for ambitious professionals who want to pursue a leadership career through firsthand experience as a financial professional.* You will begin by... ...developing a strong foundation in financial services. We’ll equip you with comprehensive...Full timeContract workFor contractors- ...submitted by registered representatives and investment advisory professionals. This includes evaluating documentation for completeness and... ...process. The Supervisory Principal will work closely with financial professionals and internal departments to address questions,...Full timeTemporary workRemote work
- ...be part of a team dedicated to helping clients build stronger financial futures. From banking and lending to investments, insurance, and... ...client needs resulting in new sales opportunities. Provides ongoing service to assigned relationships and accounts including handling...Work at office
- ...Lauderdale, Florida ALL IN ONE Employment Services is recruiting an experienced... ..., project accounting , and managing financial operations for a construction or manufacturing... ..., logistics, and administrative professionals. Submit your resume to ****@*****.***...Permanent employmentFull timeFor contractors
- ...experienced Staff Accountant to join our lean, collaborative finance team. In this role, you will be a key contributor to our daily financial operations, helping us maintain accurate records and a smooth month-end process as our brands grow. Because we operate as a...Full time
$65k - $70k
...manufacturing environment. This position is ideal for an accounting professional who is comfortable managing the accounts payable function... ...maintaining accurate product costing. Assist in preparing financial reports, schedules, and supporting documentation for...Full timeMonday to Friday- ...architecture, and construction engineering services for both private and public sector... ...employs over one hundred and seventy (180) professionals, which affords our valued clients a top... ...Project Accountant to support the financial success of our civil engineering projects...Full timeContract workTemporary workWork at officeLocal areaFlexible hours
- ...Job Description Job Description Our Services, Approach, and Culture Tobias Financial Advisors, founded in 1980, offers tailored wealth management... ...tax practice supporting local business owners and professionals. Over the years, Ben realized his clients were not...Local areaFlexible hours
- ...offer all 3, we do. We are a national financial advisory firm looking for motivated... ...helping others, this opportunity offers professional growth, mentorship, and a supportive team... ...leadership, discipline, integrity, and service. Joel brings an extraordinary...Full timeContract workInternshipWork at officeImmediate startFlexible hours
$43.89k - $150k
...Job Description Please Note: This opportunity is not a direct position with Cetera Financial Group. Accepted applicants will become affiliated with Cetera Investment Services LLC (marketed as Cetera Financial Institutions), a broker-dealer that supports and grows wealth...Full timeTemporary workLocal areaFlexible hours- ...will use your knowledge of investments, financial planning, credit and banking to both... ...experience in Private Banking or Financial Services Bachelor's Degree required... ...solve problems Dynamic and credible professional who communicates with clarity and has exceptional...Temporary workWork experience placementLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Services Professional. Be the first to apply!
- financial services professional Fort Lauderdale, FL
- fee only financial planning professional Fort Lauderdale, FL
- one main financial Fort Lauderdale, FL
- financial executive Fort Lauderdale, FL
- financial fraud Fort Lauderdale, FL
- emergent financial group Fort Lauderdale, FL
- financial engineer Fort Lauderdale, FL
- ally financial Fort Lauderdale, FL
- finance financial Fort Lauderdale, FL
- financial Fort Lauderdale, FL






