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
$24.04 per hour
...environment and who can consistently deliver high-caliber customer service. We thrive on ingenuity and pursue ideas every day that lead to... ...of Art University is seeking an experienced full-time Student Financial Services Representative to support new, continuing and...SuggestedHourly payFull timeLocal area$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- ...Launch your financial services career with an organization that positively impacts thousands of families and communities each year . Modern Woodmen of America is a fraternal financial services organization built to help families throughout life. Together with our members...SuggestedLocal area
- ...Michigan, Minnesota, Iowa, Colorado, and Florida we are proud to service our local communities and make a positive impact on the lives... ...we are committed to investing in their growth and development. Financial Advisor Responsible for managing existing client relationships...SuggestedBank staffWork at officeLocal area
$61k - $119k
...Education 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 Analysis...SuggestedFull timeContract workFor contractorsWork at office$1,000 per month
...Northwestern Mutual College Financial Representative InternshipCollege Financial Representatives in the internship program at Northwestern... ...financial strength and access to the best products and services for our clients.Our Financial Representatives and College Financial...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ...Northwestern Mutual is seeking College Financial Representatives for an internship in Wausau, Wisconsin. This program offers guidance and support to help you build a financial planning practice starting from the ground up. Interns will gain skills in networking, prospecting...Full timeInternshipFlexible hours
$85k - $145k
...region-wide business development and client service efforts. Essential Job Functions... ...pension, estate, insurance, and general financial planning. Analyze, draft, edit, deliver,... ...additional certifications Chartered Financial Consultant (ChFC), Personal Financial Specialist (...Temporary workWork at officeLocal areaMonday to FridayFlexible hours$10k
...passionate about helping others build their best version of the financial future? Do you enjoy solving complex problems and sharing... ...Your Qualifications: 3+ years of experience within financial services You have in-depth knowledge of financial planning topics (CFP...Work at officeWork from home$90k - $180k
...solutions, investment strategies, and holistic financial planning. This role combines credit and... ...deliver timely, accurate, and efficient service.Maintains up-to-date knowledge of... ...enterprise-wide focus.Provides specialized consulting, analytical and technical support....Full timeContract workPart timeLocal area- ...TwinThread is searching for a Private Client Advisor to deliver comprehensive financial planning and personalized investment solutions in Wisconsin. You will build strong client relationships, educate clients on available technologies, and foster a culture of diversity...
$85k - $95k
...Why join us? Hybrid - REMOTE FRIDAYS! Bonus eligible! Job Details FP&A / Analytics (Primary — ~75%) Prepare monthly and quarterly financial reports, including variance analysis Analyze performance at both the segment and consolidated level Track and report KPIs across products...Local areaRemote work- ...leading budget and forecast for various departments, providing financial insights and analysis to support decision-making, identifying... ...– Receive up to $600 per year for eligible lifestyle-related services. Tuition Support – Up to $5,250 per year reimbursed for your continued...Rotational programFlexible hours
- ...Finance function. This is a hands-on role for someone who builds financial models well, understands SaaS economics, and uses AI and... ...field. 4–6 years in FP&A, corporate finance, investment banking, consulting, or a similarly analytical role. Demonstrated ability to build...Flexible hours
- ...Job Title: Senior Financial Analyst Location: Westlake, Texas Job Type: Full-Time About the Role: We are seeking a highly motivated and... ...the global leader in vehicle lifecycle management software-as-a-service, data, and services. Through four lines of business – vehicle claims...Full timeTemporary workLocal area
$60k - $120k
...established wealth management practice aligned with OneAmerica Financial®. Position Overview This role bridges the gap between... ...of hire). 1–3 years of experience in banking, insurance, or consultative client-facing sales. High coachability, strong active-listening...Local area- ...with clear next steps - Recommend fitting bank products and services based on customer needs - Complete account transactions accurately... ...If you’re ready to help customers make confident financial decisions, apply today. Your Day, Naturally Your Monday–Friday...Monday to FridayFlexible hoursDay shift
- ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life...InternshipWork at officeFlexible hoursShift workWeekend workDay shift
- ...seeking a Personal Banker who engages clients to understand their financial needs and provides guidance to improve their financial wellness... ...branch teammates, while delivering a high standard of client service and compliance with bank policies. This position also requires...
- ...responsibility of the Teller II (Float) is to conduct transactions with speed, accuracy and efficiency while meeting or exceeding service quality standards.Safeguard bank assets assigned to them. Contribute to the growth of the bank by promoting and cross selling bank...Work at officeFlexible hoursNight shift
- ...Knowledge: Familiarity of the sales, loan processing and closing processes. Extensive knowledge of Commercial Banking products and services including working knowledge of Mortgage, C & I, as well as Owner-Occupied and Investment Commercial Real Estate loans. Skills/...Full timeTemporary workRelocationMonday to Friday
$19.8 - $24.4 per hour
...that make sense, getting customers behind the wheel of their car. Every team member is integral to our success. Whether you’re at a servicing center helping customers with their loans, in the field building relationships with dealers, or supporting the company from its...Hourly payWork experience placementWork at office- ...Join Blue Sky Bank's dedicated team as a Commercial Credit Analyst III! Drive smart lending decisions. Strengthen financial partnerships. Grow your career. Blue Sky Bank is seeking a detail-oriented and proactive Credit Analyst III to join our team in Dallas/Fort Worth...Temporary workFlexible hours
$140k - $190k
...0.00/yr - $190,000.00/yr Direct message the job poster from Financial Staffing LLC Overview Financial Staffing LLC provided pay... ...Develop measurable goals and objectives that focus on both customer service and long term profits. Work closely with management to...Full timeBank staffLocal areaRemote work- ...individuals to join our growing organization. As a part of the First Financial Family, we will invest in your development and provide a... ...procedures. Prioritizes client demands. Provides impeccable customer service. Communicates professionally with all clients and colleagues....For contractorsWork at officeLocal areaFlexible hours
- ...performing member banking transactions, providing education on banking services available, and communicating banking products to members. This includes completing deposits, withdrawals, and other financial interactions while providing excellent member service to all...Hourly payFull timeContract workWork at officeShift work
- ...referral partne rsGuide borrowers through the loan application process and provide clear, timely communicati onAnalyze borrower financials to recommend appropriate loan produc tsEnsure all loan files meet federal, state, and investor compliance requiremen...Work at officeRemote work
- ...A well-established financial institution with a strong commitment to relationship banking is seeking a VP, Commercial Lender to support... ...while maintaining strong credit quality and exceptional client service. The VP, Commercial Lender will be responsible for originating,...Immediate start
- ...This includes providing prompt, efficient, and friendly customer service to customers while adhering to bank teller policy and procedure... ...as well as perform end of day process* Meet customer financial needs by promoting bank products and services through lobby, motor...Full timeWork at officeFlexible hours
- ...Job Duties and Responsibilities Consistently meet all Shell FCU Service Commitments; Shell FCU Employee Creed and Shell FCU Service... ...closing and Saturday schedule, as needed. Receive and process member financial transactions, including but not limited to: Deposits,...Full timeImmediate startFlexible hoursShift workNight shift
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