Financial Services Rep & Client Advisory Consultant
Josh Bodner - State Farm Agent
Josh Bodner - State Farm Agent in Blue Springs, Missouri is seeking a Financial Service Representative to market financial products and consult with customers on financial planning and investment options. Applicants should have over 3 years of experience in financial services, strong analytical and communication skills, and preferably hold FINRA Series 6, 63, and 65 licenses. This position offers a competitive salary along with benefits like health and dental insurance. #J-18808-Ljbffr Josh Bodner - State Farm Agent
- ...salary Dental insurance Health insurance Role Description As a Financial Service Representative with the Josh Bodner Agency, you will... ...knowledge of financial products reinforces your sales‑minded and consultative approach to educating customers on their financial options....Suggested
- ...Client Relationship Consultant At U.S. Bank, we're on a journey to do our best. Helping the customers... ...we serve to make better and smarter financial decisions and enabling the... ...available deposit and loan products and services, and recommending solutions based on...Suggested
$18 - $20 per hour
...Financial Services Representative World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of... ...company. ~ Each year, we promote 80% of Financial Services Reps to management. ~75% of World's Operations Executives moved...SuggestedHourly payFull timeInterim roleWork at officeLocal areaShift workWeekend workAfternoon shift- ...Description WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives... ...to delivering exceptional service and fostering long-term client relationships...Suggested
$16.5 per hour
...with proven success at delivering solutions that help our clients achieve financial freedom and peace of mind. Personal Bankers achieve this vision... ...their financial needs, to deliver valuable products and services to meet those needs and to complete the account opening...SuggestedFull timeTemporary workWork at office$41.71k - $65k
...Group: Retail Banking Sales & Service Delivers exceptional... ...advice and guidance regarding financial solutions that are in the best... ...solutions). * Offers clients advice and guidance on available... ...applications. * Experience in a consultative customer service or sales...Contract workPart timeLocal areaImmediate startDay shift- ...affordable financing solutions. Responsibilities include managing the loan process, exceeding customer expectations through effective service, and educating customers on options. The position offers competitive compensation and benefits, including health insurance and paid...Monday to Friday
- ...their career. Responsibilities Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals Develop...Local areaMonday to Friday
$45k - $55k
...for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products. Responsibilities: Establish customer relationships and follow up with customers, as needed. Use a...Hourly payFor contractorsWork at officeMonday to FridayFlexible hoursAfternoon shift$45k - $65k
...Retention Specialist At our top-performing insurance and financial services agency, we believe in a "work hard, play hard" culture where... ...delivering world-class customer service while ensuring our clients are properly protected. We pride ourselves on fostering an environment...- ...Paid time off ABOUT US: At our top-performing insurance and financial services agency, we believe in a “work hard, play hard” culture where... ...delivering world-class customer service while ensuring our clients are properly protected. We pride ourselves on fostering...Work at office
$20 - $21 per hour
...and recommending and selling products and services. Personal Bankers use their product... ...interaction to identify needs and offer financial solutions to help customers secure their... ...into cross‑sell conversations that deepen client relationships while meeting the customers...Local areaFlexible hoursAfternoon shift$41.71k - $65k
...needs assessments that identify financial solutions and preferred... ...solutions addressing both sales and service needs (e.g. everyday banking... ...solutions). Offers clients advice and guidance on available... .... Experience in a consultative customer service or sales role...Part timeLocal areaImmediate startDay shift$41.71k - $65k
...seeks a customer-focused professional to engage with clients, provide needs-based assessments, and recommend tailored financial solutions. The ideal candidate will have 2-3 years of experience in financial services and strong interpersonal skills to build trust with clients...$41.71k - $65k
BMO U.S. in Independence, Missouri, seeks passionate team members to provide exceptional financial service to customers. The role involves engaging with clients, leading needs assessments, and advising on personalized financial solutions. Ideal candidates will have 2-3...$35k
...our customers by proactively marketing relevant products and services. With over 200 5-star customer reviews, we have needs based conversation... ...Blue Springs, MO and help customers with their insurance and financial services needs, including: Auto insurance Home...For contractorsRelocation package- ...risks of everyday life, recover from the unexpected and realize their dreams. We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Retirement Planning, and Business Insurance. Our office is...For contractorsWork at officeMonday to FridayAfternoon shift
$15 per hour
...verbal, and listening. Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday... ..., MO and help customers with their insurance and financial services needs, including auto insurance, home insurance, life insurance...Hourly payPart timeFor contractorsWork at officeFlexible hours$38k - $70k
...our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive... ...Blue Springs, MO and help customers with their insurance and financial services needs, including: Auto insurance Home insurance...- ...A financial services company is offering part-time remote positions in Independence, Missouri. Candidates can work approximately 20 hours per week, focusing on building relationships with clients and providing personalized financial strategies. Responsibilities include...Weekly payPart timeRemote work
$20.55 - $25.05 per hour
...more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure... ...listen, understand, and make recommendations of products and services based on customer needs to ensure individual and team sales...Hourly payFull timeMonday to FridayShift work$60k
Location Must live within 25 miles of Blue Springs, MO. Remote work is permitted with manager approval, but occasional in‑office work required. Job Overview Meyer Lab is looking for a highly motivated Sales Development Representative (SDR) to join our dynamic sales team...Casual workWork at officeRemote workWork from home- ..., Advance America has helped millions of hardworking people with a variety of personalized financial solutions. We are a nationally recognized, fully licensed financial services company with over 800 locations and online lending services. We are currently seeking highly...Full timeCasual workBank staffWork at office
- ...to life by offering a range of product options, providing samples, and recommending solutions—including installation and related services. Sales Specialists listen to customer needs, address concerns, and highlight current promotions and financing options. By understanding...Local area
- ...requests to ensure compliance with SBA guidelines, while meeting client needs; Oversee and, as required, manage the collection and... ...uphold integrity and transparency in all interactions. Rooted & Service: Southern Bank team members are committed to serving customers,...Full timeBank staffWork at office
$35k - $70k
...our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive... ...Blue Springs, MO and help customers with their insurance and financial services needs, including: Auto insurance Home insurance...For contractorsRelocation package- A leading finance service provider is seeking a Bookkeeping Relations Specialist for a fully remote position. The ideal candidate will manage client onboarding, facilitating their understanding of services and addressing their needs proactively. Ideal candidates should...Remote work
- ...Part-Time Financial Services Consultant What could an extra $1,000-$2,000 each month do for your household? We are helping teams find qualified... ...personalized benefits solutions, you'll be the architect of your client's security tomorrow. In this role, you can expect to:...Weekly payPart timeRemote workWork from home
- ...rewarding opportunity to build relationships, get to know our clients, and support their financial well-being by offering tailored solutions to meet their... ...Recognize customer needs and cross-sell bank products/services ensuring recommendations are customer centric to meet...
$50 - $60 per hour
...finance professionalswith advanced degrees (MBA+) and professional experience to use their expertise to help shapehow AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. Inthis...Hourly payFull timeContract workPart timeWork experience placementRemote work
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