Personal Financial Representative - OK
allstate
Job Description Would you like to own a meaningful financial services practice under the Allstate brand? Scale your existing practice with proven support, flexibility and access to new customers. We’re looking for professionals with a growing practice who would like to use the Allstate brand and resources to expand in your community. As an Allstate Financial Specialist, you’ll build your own financial services practice with support from Allstate. Your partnership with Allstate Agency owners will drive new business in your community and support your access to new revenue streams. Responsibilities Build and manage a financial services practice within an Allstate Agency. Meet with customers face‑to‑face and work with a licensed team to build deep relationships and generate leads. Leverage Allstate support and expertise to grow business and expand revenue streams. Qualifications At least 2 years of life insurance or financial services customer‑facing sales experience. State Life/Health Insurance Licenses. FINRA Series 6 or 7 and 63 (if applicable) licenses. Blended mix of protection and asset accumulation sales. Prior experience as a Financial Advisor, Financial Planner, Registered Representative or Investment Representative preferred. Professional designations such as RICP, FSCP, CLU, ChFC, CFP and LUTCF preferred. Bachelor’s degree (or higher) with emphasis on business preferred. Compensation & Benefits Unlimited earning potential linked to the growth of your business. Support from Allstate with product offerings and continued education. Access to leads and resources from Allstate Agency owners. Allstate Personal Financial Representatives are independent contractors and are not employed by Allstate Insurance Company (“Allstate”) or its affiliates. Securities offered through Allstate Financial Services, LLC (LSA Securities in LA and PA). Registered Broker‑Dealer. Member FINRA, SIPC. Allstate is an Equal Opportunity Company. #J-18808-Ljbffr allstate
- At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice... .... We believe that every dollar saved represents a lifetime of hard work and aspirations,... ...not just the wealthy - deserve access to personal, comprehensive financial planning and...Personal
$1,000 per month
...Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern... ...resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible...PersonalFull timeFor contractorsInternshipLocal areaFlexible hours$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... ...across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible...PersonalFull timeContract workFor contractorsInternshipLocal areaFlexible hours- Great Plains Bank in Tuttle, OK seeks a Personal Banker to deliver outstanding customer service and build lasting relationships with retail customers. You will guide clients through financial options, connect them with bank specialists, and participate in career development...Personal
- ...Location: Tuttle Branch - Tuttle, OK 73089 Summary As a Personal Banker, you have a passion for helping... ...lasting relationships, discover financial needs and tailor product and service... ...characteristics described here are representative of those an employee encounters while...PersonalWork at officeShift work
- ...Friday: 10:00 a.m. - 7:00 p.mSaturday: 10:00 a.m. - 3:00 p.m.Sunday: Closed. Financial Service Representative We are currently seeking a Financial Services Representative to join us. The person in this position will report to the Branch Manager. Job Description Can you...PersonalMonday to FridayFlexible hours
$15.25 - $21.75 per hour
...U.S. and Canada. Our deep roots in the financial industry have empowered us to develop convenient... ...As a Financial Service Representative , you'll be at the heart of our customer... ...Attain Finance will never ask for your personal banking information, transfer of funds,...PersonalHourly payFull timeWork at officeLocal areaMonday to FridayWeekend workAfternoon shift- ...development? At DTCC, we are at the forefront of innovation in the financial markets. We are committed to helping our employees grow and... ...on locationPension / Retirement benefitsPaid Time Off and Personal/Family Care, and other leaves of absence when needed to support...PersonalRemote workFlexible hours
$80k - $100k
Financial Services Representative - State Farm Agent Team Member Full Time in Gainesville Benefits Hiring bonus Bonus based on performance Health... ...health benefits, gym memberships, and a strong focus on personal and professional development, along with a commitment to...PersonalFull timeWork at officeLocal areaFlexible hours- Own an established practice in Oklahoma County, OK What if you could return to the heart of medicine- the kind of practice where you... ...8-10 patients per day, with longer appointments designed for personal preventive care. Preventive, Personalized Medicine - Focus on wellness...Personal
$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first.... ...needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their goals...PersonalWork at officeWork from homeHome officeFlexible hours- ...Wells Fargo in Hoboken, NJ is seeking an Associate Personal Banker (SAFE) to grow customer relationships through in-branch interactions and proactive outreach. You will learn customer goals and connect them to banking products, services, and digital tools to help manage...Personal
$25 per hour
...pay starts at $25/hrChase is a leading financial services firm, helping nearly half of America... ...to our retail branch customers. From a personal standpoint, you'll also have the... ...and no additional income. This does not represent any legal authority and is just an estimate...Personal- Magellan Health is seeking a Personal Financial Counselor for Assignment Ready support in Kentucky. The role delivers personal financial counseling to service members and their families at military installations, including one-on-one sessions, briefings, and resource referrals...PersonalRemote job
- ...communication skills, both written and verbal Excellent organizational, analytical and interpersonal skills Detail-oriented Ability to use a personal computer and job-related software MS Word - Basic Level MS Excel - Intermediate Level MS PowerPoint - Basic Level Experience in a...PersonalWork at office
$67.6k - $72.8k
Join to apply for the Retail Co-Manager OK role at Hobby Lobby Talent Manager @ Hobby Lobby | Recruiting, Management Job Description... ...401(k) Program with Company Match Paid Vacation Sick / Personal Pay (SPP) Employee Discount Life Insurance and Long-Term Disability...PersonalFull timeCurrently hiringRelocationFlexible hours- The Variable Annuity Life Insurance Company is seeking a Financial Advisor to offer personalized retirement and financial planning services. This remote position allows for flexible scheduling, focusing on meeting the needs of clients and expanding business opportunities...PersonalRemote jobFlexible hours
- A national fraternal benefit society is seeking financial representatives to help individuals achieve their financial goals through tailored financial... ...plans, and other incentives, fostering community connections and personal growth. #J-18808-Ljbffr Modern Woodmen of AmericaPersonal
$25 per hour
...starts at $25/hr Chase is a leading financial services firm, helping nearly half of America... ...to our retail branch customers. From a personal standpoint, you'll also have the... ...and no additional income. This does not represent any legal authority and is just an estimate...PersonalAfternoon shift$20.43 - $32.31 per hour
...approximately 40 hours per week) based out of our Manassas, VA financial center at 9012 Church Street. Must be available to be... ...into tangible outcomes to meet or exceed sales goals. Advance personal knowledge of sales techniques and utilize the CRM (Customer Relationship...PersonalHourly payFull timeTemporary workWork experience placementLocal areaWork visaFlexible hours$18.25 per hour
...Overview At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail... ...The Relationship Banking Representative serves as a frontline ambassador of the...PersonalBank staffWork at officeFlexible hoursNight shift- ...learning mindset?* Do you revel at the opportunity to provide personalized service that creates customer loyalty?* Are you addicted to a... ...role.**We Offer:*** An award-winning culture where faith, financial well-being, personal development, and wellness are our foundation...PersonalTemporary workShift work
$40k - $50k
...#BecomeOceanFirst and make an impact in the local community! ABOUT YOUR ROLE Accurately process routine financial transactions for banking customers with an emphasis on personalized quality service. Contribute to the growth, profitability, and customer retention of the Branch...PersonalWork at officeLocal areaFlexible hoursNight shift- ...our associates as well. As a Banking Service Professional, the Personal Banker will provide effective support of sales and service... ...effectively educating customers and cross-selling to meet their financial needs. Present a confident and professional demeanor to establish...PersonalWork at office
- ...Financial Counselor The Financial Counselor is part of the Financial Investigation Department that serves all locations within OBH and... ...Conduct patient interviews and financial counseling both in-person at designated hospital locations and remotely via telephone, video...PersonalHourly payContract workWork at officeLocal areaRemote work
- Financial Consultant (Entry-Level & Career-Changers Welcome) Remote | Flexible Schedule | Training Provided | Commission + Bonuses Launch... ...Enjoy educating and helping others Are motivated by personal growth and advancement What You Will Do Meet with clients (virtually...PersonalFull timePart timeFor contractorsRemote workFlexible hours
$58.44k - $93.5k
...absent. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their... ...other duties as assigned. The job duties listed above are representative and not intended to be all-inclusive of what may be expected...PersonalContract workTemporary workWork experience placementWork at officeRemote work- Job Description - Entry Level - Financial Advisor - PR, Ponce (2679) (PIN_15286) Entry Level - Financial Advisor - PR, Ponce (2679)... ...Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance...PersonalWork experience placementWork at officeLocal areaFlexible hours
$63k - $105k
...subject to additional background checks as required by Consumer Financial Protection Bureau regulations. This position requires the... ...positions.PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age,...PersonalFull timeTemporary workPart timeWork experience placementWork at office$41.71k - $69k
...provides advice and guidance regarding financial solutions that are in the best interests... ...guidelines. Makes credit recommendations for personal lending transactions, including home... ...$69,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type...PersonalPart timeLocal areaImmediate startDay shift
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