Insurance & Financial Services Rep — Growth & Planning
Jerry Garcia - State Farm Agent
Join Jerry Garcia - State Farm Agent as a Licensed Insurance & Financial Services Account Representative. This role emphasizes building genuine relationships with customers and helping them with life, health, and retirement planning. Ideal candidates possess strong communication skills and a desire for professional growth. Compensation includes base pay plus performance-based incentives, alongside continuous training and support. The position is located in San Leandro, California, and is perfect for individuals looking to make a meaningful impact in their community. #J-18808-Ljbffr Jerry Garcia - State Farm Agent
$25 - $35 per hour
...Business Development Representative to build relationships and sell insurance products. The ideal candidate will have strong communication... ...policyholders, setting appointments for varied insurance services, and providing excellent customer service. Compensation includes...SuggestedHourly pay$70k - $80k
...common purpose to help make financial lives better through... ...by driving Responsible Growth and delivering for our... ..., building a financial plan, and recommending... ...to appropriate internal service providers based on client... ...(CRPC). Obtained your insurance licenses Skills Account...SuggestedTemporary workWork at officeMonday to FridayShift workDay shift$25 - $35 per hour
State Farm Agent in San Leandro, CA is seeking a Licensed Insurance & Financial Services Account Representative committed to providing excellent... ...their insurance needs including life, health, and retirement planning. This dynamic role requires industry knowledge and strong...SuggestedHourly pay- ...State Farm agents market only State Farm insurance and financial service products. Responsibilities Establish... ...personal/sick days) Flexible hours Growth potential/Opportunity for advancement... ..., Life Insurance, Retirement Planning, Business Insurance, College Planning...SuggestedFor contractorsWork at officeFlexible hours
- Investment Executive (Financial Advisor) Northern, CA - East... ...' best interests. Plan and conduct individual and... ...team on daily basis to insure accurate completion of accountabilities... ...development and growth. Prioritize client needs and introduce services of other Fifth Third...Suggested
- ...extraordinary customer service while maintaining a... ...solutions to meet their financial needs. As a Private Client... ...financial planning and advice to individuals... ...Health and Long Term Care Insurance license is required or... ...card sales and deposit growth and have the most‑used...
$95k - $105k
Associate Director of Financial Aid & Scholarship (Administrator... ...accounts, life insurance, vacation and sick, 14... ...success, engaged and service learning, diversity,... ...processes. Strategic Planning, Collaboration, and Student... ...supporting growth and/or change. Experience...Temporary workWork experience placement- Ross Stores is seeking a dedicated Financial Analyst to join their Corporate Financial Planning & Analysis team in Dublin, CA. This role requires expertise in forecasting... ...reporting processes, aimed at driving long-term growth and delivering insights to senior leadership. The...
$75k - $95k
...and provided opportunities for growth and belonging. As a full‑... ...coverage, dental and vision plans, tax‑saving Flexible Spending... ...Accounts, disability coverage, life insurance plans, and a 401(k) plan. We... ...Create detailed financial reporting and analysis to assess...Full timeLocal areaFlexible hours- ...clients so they can achieve their financial goals. Key responsibilities... ...goals, building a financial plan, and recommending brokerage... ...them to appropriate internal service providers based on client needs... ...Planning Counselor (CRPC). Insurance licenses. Skills Account...Temporary workImmediate startMonday to FridayShift workDay shift
- Mcknights is looking for a Private Client Advisor in Hayward, California. This role involves offering comprehensive financial planning and personalized investment solutions to individuals and families. The ideal candidate should have at least 2 years of experience, strong...
$5,083 per month
...reimbursement accounts, life insurance, vacation and sick, 14 paid holidays... .... Classification Student Services Professional II About Cal... ...on February 27, 2026. The Financial Aid Counselor provides high-quality... ...the potential for further growth. A master’s degree in a job‑...Work at office1 day per week$105k - $131.26k
...dedicated to building financial health and wellbeing for... ...for forecast and planning processes. Utilize macro... ...within the financial services industry. Proficiency... ...dental, vision, and life insurance benefits. On‑site... ...opportunities for career growth. Volunteer work...Full timeTemporary workPart timeWork at officeFlexible hours$75k - $80k
...is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, and 40... ...first day of employment for Medical, Dental, and Vision insurance Paid parental leave (16 weeks for the primary...Permanent employmentWork experience placementLocal area- Summit Financial Group, LLC seeks an Associate Advisor to partner closely with Senior Advisors in... ...experiences. This position involves detailed client service, financial planning execution, and skills development for long-term growth in wealth management. The ideal candidate...
$63.3k - $117.2k
...Group: Retail Banking Sales & Service Acts as the primary client contact to uncover financial needs and provide holistic banking... ...by taking a financial planning approached. Provides financial... ..., mutual funds, 529s, and life insurance). Collaborates with Financial...Temporary workPart timeLocal area$50 - $60 per hour
...experience to use their expertise to help shape how AI understands financial principles and decision-making. In this role, you... ...Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: You'll be able...Hourly payContract workFor contractorsWork experience placementRemote work$50 - $60 per hour
...experience to use their expertise to help shape how AI understands financial principles and decision-making. In this role, you... ...Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: You'll be able...Hourly payContract workFor contractorsWork experience placementRemote work$50 - $60 per hour
...experience to use their expertise to help shape how AI understands financial principles and decision-making. In this role, you... ...Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: You'll be able...Hourly payContract workFor contractorsWork experience placementRemote work$50k
...Join a financial services firm where your contributions are valued. Edward... ...adjust the branch business plan to increase branch effectiveness... ...your earning potential and growth, and your compensation is... ...record of success State insurance licenses preferred Preferred...Work at officeWork from homeHome officeFlexible hours- ...seeking a highly analytical and strategic Financial Planning & Analysis (FP&A) Analyst to join our... ...allocation of resources to maximize growth and operational efficiency. Role responsibilities... ...Medical, dental, vision and life insurance Flexible vacation and company‑paid...Full timeLocal areaRemote workFlexible hours
- ...and priorities of clients and financial decision makers, responding... ...colleagues Drive relationship planning activities to deliver the full... ...of core banking products and services, such as commercial lending... ...off Disability benefits Life insurance, critical illness insurance,...Full timeWork experience placement
$120k - $170k
Science Corp is seeking a highly analytical Financial Planning & Analysis (FP&A) Analyst to join their team in California. This role involves driving financial planning, forecasting, budgeting, and providing insights to guide decision-making. The ideal candidate holds...$120k - $170k
Science is a clinical-stage technology company based in California seeking a Financial Planning & Analysis (FP&A) Analyst. You will oversee financial planning, budgeting, and analysis processes that align with our strategic goals. Candidates should possess a Bachelor’s...$85k - $100k
...strategy and business plan. Join our dynamic... ...and contribute to the growth of our company. If you'... ...Assist in preparing financial proformas to evaluate proposed... ...Construction/Customer Service/IT/Land/Marketing/Sales... ..., including health insurance coverage, an employee wellness...Full timeWork at officeWork from home- PNC in Dublin, OH is seeking a Financial Advisor to consult on investment and insurance strategies while managing and growing client relationships. The ideal candidate will have at least 2 years of professional experience, a Bachelor’s degree, and required certifications...
$23 - $31 per hour
...generous benefits, unlimited growth potential, and a collegiate work... ...We are looking for a Financial Aid Administrator to join our... ...Outlook Excellent customer service and organizational skills Attention... ...match Company Paid Life Insurance at 1x your annual salary Leadership...Full time- ...solutions to clients to help them achieve their financial goals. Responsibilities Triage client... ...and investment goals. Build a financial plan. Recommend brokerage products. Apply... ...knowledge of investment products and services. At least one year experience working in...
$95k - $120k
...skilled finance analyst in Hayward, CA. This role supports planning, forecasting, and financial decision-making across various operations functions... ...$120,000 annually along with generous benefits like health insurance and paid vacation. #J-18808-Ljbffr WCI Communities$95k - $120k
...support our organization. This role will support with planning, forecasting, and financial decision-making. Responsibilities Support all Operations... ...Highlights Paid vacations, sick, and holidays Life insurance Pre-tax flexible spending accounts Health benefits, dental...Local areaFlexible hours
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