Insurance & Financial Services Rep — Growth & Planning
Jerrygarciasf
Join Jerry Garcia - State Farm Agent as a Licensed Insurance & Financial Services Account Representative. This role emphasizes building genuine relationships with customers and helping them with life, health, and retirement planning. Ideal candidates possess strong communication skills and a desire for professional growth. Compensation includes base pay plus performance-based incentives, alongside continuous training and support. The position is located in San Leandro, California, and is perfect for individuals looking to make a meaningful impact in their community. #J-18808-Ljbffr Jerrygarciasf
$25 - $35 per hour
State Farm Agent in San Leandro, CA is seeking a Licensed Insurance & Financial Services Account Representative committed to providing excellent... ...their insurance needs including life, health, and retirement planning. This dynamic role requires industry knowledge and strong...SuggestedHourly pay- ...State Farm agents market only State Farm insurance and financial service products. Responsibilities... ...personal/sick days) Flexible hours Growth potential/Opportunity for advancement... ...Insurance, Life Insurance, Retirement Planning, Business Insurance, College Planning...SuggestedFor contractorsWork at officeFlexible hours
- ...Job Description Job Description The Financial Service Representative III is expected to... ...improve the member experience, support growth and retention efforts by developing new... ...Teams to develop training and coaching plans as new lending products and additional...Suggested
$90k - $100k
...Financial Advisor at CAPTRUSTJoin Our Team as a Financial... ...financial planning, investment management... ...investment management services.Conduct Reviews: Regularly... ...opportunities for personal growth.Our Employee Benefits... ...benefits such as life insurance, short-term disability...SuggestedTemporary workLocal areaFlexible hours$50k - $100k
...eager to learn and grow in the financial services industry. As a Financial... ..., 401(k), pension, and life insurance. • Training allowance and... ...Compensation: $50,000 - $100,000+ at plan commission... ...structured support and professional growth opportunities , we’d love to...SuggestedRemote workFlexible hours- San Joaquin Valley College Inc. seeks a Financial Services Associate to assist applicants and students with federal financial aid eligibility... ...communication, data accuracy, and the ability to manage funding plans and documentation for each academic year. #J-18808-Ljbffr...
$70k - $92k
...unafraid to disrupt Sacred Service: We lead with care and serve... ...passionate about driving strategic financial decisions? If so, you'd be a... .... This role owns core planning and analysis activities, including... ...as opportunities for career growth and advancement within our...Work experience placementWork at officeLocal area3 days per week$50k - $75k
...Position Overview State Farm Insurance Agent located in San... ...products and services. Work with the agent to... ...) Valuable experience Growth potential/Opportunity... ...the role insurance and financial products play in helping... ...Insurance, Retirement Planning, Business Insurance, College...Hourly payFor contractorsWork at officeLocal area- SKYKEY FINANCIAL BOOKS APPOINTMENTS ON YOUR CALENDAR! SkyKey Financial is looking for motivated... ...We Offer: Ongoing training & support Growth opportunities Our Marketing Group... ...selecting the best retirement options and life insurance policies Build and maintain strong...Full timePart time
$140k - $155k
...Analyst will be responsible for assisting with financial forecasting, budgeting, and analysis to... ..., forecasts, and long-range financial plans. Develop and maintain financial models... ..., but not required. Construction or Service industry experience a plus. Salary...Full timeWork at officeMonday to Friday$92.03k - $115.03k
...union with a purpose to build financial health and wellbeing for... ...them with the products and services to help them plan purposefully for their futures... ..., Dental, Vision, and Life Insurance benefits Rewards for... ...transfer opportunities for career growth Volunteer work...Full timeTemporary workPart timeWork experience placementInterim roleWork at office- ...Reinstatement: Pursuant to Civil Service Rule 1744: On the request of... ..., complex professional financial services to various departments... ...assist with financial strategic planning and analysis, and the... ...the Savings Basic Life Insurance Supplemental Life Insurance...Full timeContract workTemporary workWork at officeFlexible hours
- ...Financial Advisor This role can be hybrid remote depending on... ...a Book of Business. Build a Planning-Centered Practice. At Eagle... ...integrate investments, taxes, insurance, retirement, and estate... ...accounts and financial planning services. 1, 2 Benefits We offer...Full timeContract workFor contractorsWork at officeRemote work
- ...Launch your financial services career with an organization that positively... ...execute tailored financial plans that illustrate members' current... ..., allowing for membership growth and greater community impact... ...hold: an active life insurance license, FINRA securities registration...Local area
$30k - $40k
...career with excellent income and growth potential.... ...process to educate customers about insurance options. Work with the agent... ...market appropriate products and services. As an Agent Team Member,... ...about the role insurance and financial products play in helping people...For contractorsWork at office$50k - $100k
...Retail Banking Sales & Service Delivers exceptional... ...and guidance regarding financial solutions that are in... ...BMO also offers health insurance, tuition reimbursement... ...retirement savings plans. To view more details... ...businesses, and power economic growth around the world....Contract workPart timeLocal areaImmediate startDay shift$28.85 - $33.65 per hour
...guided by a common purpose to help make financial lives better through the power of every... ...connection. We do this by driving Responsible Growth and delivering for our clients,... ...and/or a minimum of one year of financial services industry or sales experience Skills: Client...Hourly payWork at officeImmediate startMonday to FridayShift workDay shift- Bank of America in the United States seeks a Financial Solutions Advisor Stage I to begin by obtaining Securities Industry licenses (SIE, Series 7, Series 66) and to learn the core skills of advising clients. You will build relationships, deliver banking and investment...Work at office
$1,234 - $1,455 per month
Aya Healthcare is seeking a Patient Financial Services professional for an on-site assignment in San Leandro, CA. The 16-week role requires about 1 year of Finance/Accounting experience and offers a weekly pay range of $1,234 to $1,455 with standard benefits. Start date...Weekly pay- ...common purpose to help make financial lives better through... ...by driving Responsible Growth and delivering for our... ...shaped by military service, community college education... ..., building a financial plan, and recommending... ...CRPC). • Obtained your insurance licenses. Minimum Education...Temporary workWork at officeMonday to FridayFlexible hoursShift workDay shift
$24 - $28 per hour
...motivated Sales Producer with prior experience and current insurance licenses to drive new business and grow our agency. In this... ...realize their dreams.We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life...Work at officeRemote work$136k - $172k
...The FP&A Business Partner plays a critical role in providing financial leadership and support to our business units. This role combines... ...strong analytical skills, a deep understanding of financial planning and analysis, and a proactive approach to business partnering....Work at officeLong distance$60k - $80k
...proactively marketing relevant products and services. Grow your career as you better your... ...yearResponsibilitiesProvide information about insurance products and services.Assist customers... ...help customers with their insurance and financial services needs, including Auto Insurance...For contractorsWork at office$110k - $140k
...overlap. We want to help you achieve growth by giving you access to a network... ...balance sheet forecasts, integrated financial models, and driver-based planning within the firm's CPM platform (... ...QualificationsExperience within a professional services, consulting, or accounting firm...Full timeContract workTemporary workLocal areaFlexible hours- ...The Financial Analyst leads the analysis and delivery of patient-level clinical and financial... ..., and gross-revenue estimates. Oversees service-line profitability reporting, cost-... ...partnerships by providing financial reporting, planning, analysis, and presentations to UCSF...
$45k - $80k
Future Opening: Insurance Account Position - State Farm... ...market products or services that maximize value. You... ...This busy insurance and financial services office has a... ...are an established, growth-oriented agency with a... ...Insurance, Retirement Planning, Business Insurance, Crop...For contractorsWork at officeImmediate startRelocation package$120k - $152k
...bringing clarity and speed to our business planning and operating visibility. Sitting at the... ...customer and contract data into clear financial models, variance analyses, and... ...business through its next stage of sustainable growth. Across accounting, planning, forecasting...Full timeContract workWork at officeLocal areaRemote workWork from homeWork visa$45k - $60k
Future Opening: Customer Service Representative - State... ...Team Member Health insurance ROLE DESCRIPTION: As... ...experiences that reinforce the growth of a successful... ...busy insurance and financial services office has a... ...Insurance, Retirement Planning, Business Insurance, Crop...For contractorsWork at officeImmediate start$27 - $31 per hour
...amount for this position. Description Summary The Financial Services Associate meets with applicants and students regarding their... ...educational expenses. Create and schedule funding plans for enrolled students. Evaluate all submitted Financial Aid...Hourly payWork at officeShift work- A financial planning firm seeks a Financial Planning Operations & Administrative Associate. This part-time role involves managing client schedules... ...A flexible schedule is offered, with potential for long-term growth. This is an opportunity for students or early-career...Part timeFlexible hours
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