Financial Protection Advisor
Zuzick Organization of Globe Life
Handle inbound and outbound calls to potential and existing clients, answering inquiries and assisting with product recommendations.
Schedule appointments and assist clients in selecting life insurance products tailored to their needs and budget.
Present products through Zoom calls to guarantee understanding for each client
Complete applications and meet underwriting requirements efficiently.
Handle various administrative tasks related to client accounts
18 years of age or older
Passion for service: A genuine desire to help other achieve financial stability
Strong communication skills: verbal and written, with an ability to engage and build rapport with clients.
Motivated and ambitious, with a competitive drive and ambition to achieve
High-speed internet connection, and a dedicated workspace for remote work
$18 - $19 per hour
...assistance in researching customer problems, balances a cash drawer daily and answers customer inquiries. Probes for customer financial needs and recommends bank products and services. Refers retail loan and deposit products. Meets referral goals as assigned....SuggestedHourly payLocal areaTri Counties Bank
Mckinleyville, CA4 days ago$50 - $60 per hour
...finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities....SuggestedHourly payContract workWork experience placementRemote workFlexible hoursData Annotation
Mckinleyville, CAmore than 2 months ago$18 - $21 per hour
...and stays current on changes. Discuss and uncover customer's financial needs to identify and offer appropriate products and services.... ..., tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access...SuggestedNight shiftColumbia Bank (WA, OR & ID)
Eureka, CA7 days ago$18 - $21 per hour
...stays current on changes. Discuss and uncover customer's financial needs to identify and offer appropriate products and services.... ..., tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access...SuggestedNight shiftColumbia Bank (WA, OR & ID)
Eureka, CA1 day ago$115k - $145k
...elements, involving key responsibilities such as: Developing financial and economic models; Analyzing large datasets; Examining... ...and applicants for employment without regard to legally protected categories, such as age, sex, gender, gender identity, race, color...SuggestedFull timeWork experience placementLocal areaCornerstone Research
Arcata, CA18 hours ago$18.5 - $21 per hour
...based on purpose, value, and trust. You assist our customers with a variety of transactions, demonstrate interest and care for their financial wellbeing, detect opportunities to introduce them to Tri Counties Bank services that suit their financial circumstances, and...Hourly payFull timeLocal area$20.25 - $24.75 per hour
...the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and... ...benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our...Full timeTemporary workLocal area$32 - $40 per hour
Job Description Job Description Salary: $32.00 - $40.00 DOE Commercial Underwriter (Full-Time) Henderson Center Location Redwood Capital Bank is currently accepting applications for a Commercial Underwriter. This individual must possess a background in finance...Hourly payFull timeLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Protection Advisor. Be the first to apply!
