Financial Protection Advisor
Full-time
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
Vacancy posted 2 hours ago
Similar jobs that could be interesting for youBased on the Financial Protection Advisor in Gaithersburg, MD vacancy
- Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial Advisor...SuggestedWork at officeFlexible hours
$19.64 - $25.65 per hour
...account.Adventist HealthCare seeks to hire an experienced Patient Financial Advisor who will embrace our mission to extend God’s care through... ...gender identity, pregnancy and related medical conditions, protected veteran status, or any other characteristic protected by law...SuggestedDaily paidTemporary workWork at officeFlexible hoursDay shift- ...Financial Advisor We are seeking a local professional to join our team as an additional Financial Advisor. Job Responsibilities: Serve Your Clients: 1. Cultivate strong relationships with members by consistently using the prescribed sales process. 2. Cultivate...SuggestedWork experience placementWork at officeLocal area
Direct Staffing Inc
Kensington, MD5 days ago - ...Job Description First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built... ...Help manage day‐to‐day finances, build lifetime assets, and protect against the unexpected. Engage the community to bring new...SuggestedHourly payFor contractorsWork at officeLocal areaHome office
First Command Financial Services
Rockville, MD3 days ago - Medium is seeking dedicated individuals for a work-from-home financial services position in Germantown, Maryland. Candidates will join a team focused on protecting families and making a positive impact through integrity and ethical conduct. Responsibilities include assisting...SuggestedRemote workWork from home
Medium
Germantown, MD1 day ago - ...A financial services company is seeking Financial Advisors to coach military families in financial security. The role involves managing finances, engaging with clients, and providing comprehensive financial planning. Candidates should have a Bachelor's degree and proven...Flexible hours
First Command Financial Services
Rockville, MD3 days ago $45k - $100k
...posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward... ...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,...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$250k
...service and digital channels and leverage technology/ marketing tools available to uncover opportunities, and present product offers/financial solutions Understand and comply with Citibank policies, standards and procedures Appropriately assess risk when business...Citigroup Inc
Gaithersburg, MD3 days ago$55k - $75k
Overview To provide basic financial consulting services to assist members and non-members... ...’s goals as a registered representative/advisor/agent of Navy Federal Financial Group (NFFG... ..., gender identity or any other basis protected by applicable law. Accommodations If you...Local areaMonday to Friday- Financial Solutions Advisor - Washington DC Market At Bank of America, we are guided by a common purpose to help make financial lives better through... ...expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by...Temporary workMonday to Friday
$18.25 - $28.61 per hour
A financial institution based in Clarksville, MD, seeks a full-time Customer Service Representative to enhance customer experiences in the financial center. Candidates should have a high school diploma and a year of sales or customer service experience. Responsibilities...Hourly payFull time$20.51 - $27.21 per hour
...Patient Financial Advisor II Adventist HealthCare seeks to hire an experienced Patient Financial Advisor II who will embrace our mission... ...gender identity, pregnancy and related medical conditions, protected veteran status, or any other characteristic protected by law...Daily paidTemporary workWork at officeFlexible hoursShift workDay shift$250k
...available to uncover opportunities, and present product offers/financial solutions Understand and comply with Citibank policies,... ...orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If...Full timeCitigroup Inc
Gaithersburg, MD5 days ago$19.64 - $25.65 per hour
...Patient Financial Advisor Adventist Healthcare's Rehabilitation seeks to hire an experienced Patient Financial Advisor for our Rockville... ...gender identity, pregnancy and related medical conditions, protected veteran status, or any other characteristic protected by law...Daily paidTemporary workPart timeWork at officeMonday to FridayFlexible hoursShift workDay shift- ...Job Description Job Description SUMMARY The Financial Advisor II is primarily responsible for supporting the senior financial advisor(s) and principals of the firm in all aspects of giving advice and conducting client meetings. He/she also works in collaboration...
FSA Wealth Partners, Inc.
Rockville, MD19 days ago $26 - $34 per hour
...Associate Personal Banker (SAFE) Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that...Work experience placementFlexible hoursWells Fargo
Gaithersburg, MD10 hours ago$19.64 - $25.65 per hour
Adventist HealthCare is looking for a dedicated Patient Financial Advisor in Rockville, MD. This part-time role involves assisting patients with financial processes, covering scheduling, and ensuring strong customer service. Applicants should possess at least 2 years of...Part time- A financial advisory firm located in Maryland is seeking a Service Advisor to manage and enhance client relationships. The chosen candidate will work closely with the CEO or Lead Advisors to prepare financial plans, conduct investment analysis, and ensure exceptional client...
- ...contact for the global CRO, the Controller, and the VP Head of Global MASH Program. This role requires a seasoned, strong background in financial management of large Phase 3 global clinical trials within the publicly listed biopharmaceutical industry. Location: Hybrid Key...Contract work
- ...and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans;... ...including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following...Full timeTemporary workPart timeWork at officeShift work
PNC
Gaithersburg, MD3 days ago $102.28k - $136.37k
...Description The Senior FP&A Analyst plays a key role in driving financial strategy and business performance by developing sophisticated... ...sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the...Full timeWork at office- Senior Security Analyst Our client is looking for a Senior Security Analyst. This position will play a key role in all analytical aspects, including anomaly detection and categorization, strategic guidance assigned to infrastructure, and assistance in risk strategies...
The Consortium
Rockville, MD2 days ago - ...looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we’re a global trailblazer committed to... ...orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic....Full timeWork experience placementFlexible hours
$20 - $30.41 per hour
...processing and retail servicing interactions. Processes a variety of financial transactions in an accurate and efficient manner. Primary... ...orientation, genetic information or any other characteristic protected under applicable federal, state or local laws. M&T Bank...Hourly payFull timeLocal areaImmediate start$23.84 - $39.74 per hour
...profiles in order to assess potential ways to add value to clients banking relationship and transition to needs to based discussion on financial goals Identify financial needs of customers and present all appropriate product and service options by working cooperatively...Hourly payPart timeM&T Bank
Olney, MD1 day ago- ...expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative conversations... ..., gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace....Temporary workWork at officeNight shiftWeekend work
Truist Inc
Kensington, MD2 days ago $55k - $65k
Behavioral Framework - the leading provider of ABA therapy to children diagnosed with autism in the DMV area - is looking for a Financial Counselor.The Financial Counselor is responsible for assisting patients and their families with understanding and managing the financial...Work at office- ...and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans;... ...including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following...Full timeTemporary workPart timeWork experience placementWork at officeShift work
PNC
Rockville, MD2 days ago $18.78 - $26.29 per hour
...Financial Counselor Employment Type: Full time Shift: Day Shift Description: Job Title: Financial Counselor Employment Type: Full-... ...identity, national origin, disability, veteran status, or any other status protected by federal, state, or local law. Disabledperson, IncHourly payFull timeWork at officeLocal areaFlexible hoursShift workDay shift$80k - $162.5k
...transactions or portfolios of limited to moderate complexity, completing and reviewing credit analysis, evaluating risks, and writing financial analysis. Job expectations include leading the process, ensuring timely and accurate analysis, and coaching teammates on credit...Shift workDay shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Protection Advisor. Be the first to apply!
Related searches
- jde finance consultant Gaithersburg, MD
- financial advisor Gaithersburg, MD
- financial planner Gaithersburg, MD
- financial planning assistant Gaithersburg, MD
- financial advisor associate Gaithersburg, MD
- financial counselor Gaithersburg, MD
- financial planning associate Gaithersburg, MD
- finance associate Gaithersburg, MD
- estate planning consultant Gaithersburg, MD
- financial planning administrator Gaithersburg, MD