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
- ...USA Wills Point 340 W North Commerce St Wills Point, TX 75169, USA The Financial Associate (Teller/New Accounts) is responsible for providing a consistent positive and professional customer service experience demonstrating a high level of sales proficiency in person and...SuggestedWork at office
- ...Wisconsin, Michigan, Minnesota, Iowa, and Florida we are proud to service our local communities and make a positive impact on the lives... ...to investing in their growth and development. The Financial Advisor is responsible for managing existing client relationships...SuggestedBank staffWork at officeLocal area
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to... ...Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis...SuggestedFull timeContract workFor contractorsWork 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
$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...SuggestedWork at officeWork from homeHome officeFlexible hours- ...US Heart and Vascular is hiring a Financial Counselor to support patients at Orion Medical in Houston, TX. The role includes verifying insurance benefits, educating patients about their financial responsibilities, and managing payment plans. The candidate must have a High...
- ...New York Life Insurance Company is seeking a Financial Professional. This client-based role lets you guide individuals, families and businesses into their financial future by using our extensive insurance and financial product lines. You'll own your career while aligning...
- ...Financial Counselor (2526) Overview Position Type: Full Time Job Shift: Day Education Level: High School Diploma/GED Travel Percentage:... ...responsibility and assistance related questions from patients prior to the service being rendered. Efficiently and accurately verifies and...Full timeWork at officeLocal areaShift work
- ...Overview Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business... ...History of success in sales, competitive roles, client services, or client-facing roles Desire for continuous learning What we...Work at officeFlexible hours
$75k - $95k
...Are you a caring and energetic individual with attention to detail that loves customer service and creating a “wow” factor in the financial services industry? Do you enjoy interacting with people and helping them fulfill their retirement dreams? Would you enjoy working...Work at officeMonday to Friday$72.25k - $85k
...Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management,... ...is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was...Temporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours- ...may vary based upon position type and/or level. Job Summary The Financial Counselor performs financial clearance tasks like verifying... ...reviewing previous accounts and accounts with future dates of service. Follows and acts on several complex system policies (financial...Work at officeImmediate start
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and... ...financial strength and access to the best products and services for our clients. Our Financial Representatives and College...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$225k - $420k
Dallas, United States | Posted on 02/17/2026 Corporate Finance Associate (3–5 years) | Private Credit + Leveraged Finance Multiple offices (NYC, Dallas, Houston, LA, Boston, Chicago) Our AmLaw 100 client is adding a midlevel associate to a debt finance platform that sits...Work at office- Top 100 AmLaw firm seeks an associate to join its Transactions Practice Group in their Dallas office. Qualified candidates must have 1-4 years of experience and will have excellent document drafting and interpersonal skills and experience working on mergers, acquisitions...Work at office
- A prominent law firm is seeking a Finance Associate to join its Dallas office. This role focuses on real estate finance and debt fund transactions. Candidates should have 3-4 years of relevant experience, strong academic credentials, and must be licensed to practice in...Work at office
- Greenberg Traurig (GT), a global law firm, currently has an exciting full-time employment opportunity for a 2nd – 4th year associate in the Corporate Finance group of our Dallas, TX office. The ideal candidate should have experience representing administrative agents, ...Full timeWork at office
- ...Overview Brandon Clark with the Connexa Search Group is recruiting for a new exciting Financial Associate role in the Upstate. This role supports a growing finance and accounting function within a privately held organization. The position focuses on financial operations...Work at office
$1,000 per month
...Northwestern Mutual College Financial Representative Internship College 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...Full timeFor contractorsInternshipLocal areaFlexible hours- A leading international law firm and top 100 Am Law firm seeks two associates to join their Corporate Finance Practice Area in their Chicago, New York, Atlanta, Miami, or Dallas offices. Qualified applicants must have 2-5 years of corporate and transactional experience...
- ...TwinThread is seeking a Private Client Advisor to deliver tailored investment solutions and comprehensive financial planning to clients in Wisconsin. The role requires a valid Series 7 and Series 66 license as well as a strong background in client relationships and financial...
- ...Job Overview As a Financial Solutions Advisor Stage I, you will obtain your Securities... ...and Merrill solutions. Follow a defined consultative approach to identify client needs and recommend... ...Background or interest in financial services industry or sales. Bachelor’s degree (...Work at officeImmediate startMonday to FridayDay shift
- ...Wisconsin, Michigan, Minnesota, Iowa, and Florida we are proud to service our local communities and make a positive impact on the lives... ...in their growth and development. The Associate Financial Advisor is responsible for managing existing client relationships...Work at officeLocal area
$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$60k - $110k
...Job Description CornerStone Professional Placement is seeking a Financial Planner for a highly regarded client in Frisco, Texas. As the... ...or its equivalent Tax, Auditing, or similar financial services background preferred Proficiency in Microsoft Programs (Excel,...Temporary work- ...Banker### **Job Description****SUMMARY**Responsible for all customer service duties, sales, and relationship management while consistently... ...customer delivery process.* Collaborate and Coordinate with Financial Center Manger on team meetings and huddles related to retail...Work experience placement
- ...Huntington Bank is seeking a Financial Relationship Banker in Flatonia, TX. This role requires excellent customer service to help individuals achieve their financial goals through proactive banking solutions. The ideal candidate will have a High School Diploma or GED...
- ...Huntington Bank in Horseshoe Bay, TX, is seeking a Financial Relationship Banker to help retain and grow consumer and business relationships... ...recommending deposit, loan, and other banking products and services. The role emphasizes delivering excellent service, educating...
- PNC is looking for a Personal Banker for their Montgomery Branch in Texas. The role focuses on enhancing customer experience and driving sales through effective community engagement and proactive banking solutions. Successful candidates will have a strong banking foundation...
- ...to manage complex business relationships and provide exceptional service to a diverse clientele. This role requires a minimum of 15 years of business banking experience, with strong knowledge of financial regulations and lending practices. The ideal candidate will excel...
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