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$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... ...personal/sick days) Flexible hours Growth potential/Opportunity for advancement... ...Insurance, Life Insurance, Retirement Planning, Business Insurance, College Planning...SuggestedFor contractorsWork at officeFlexible hours
- ...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...Suggested
- ...experienced Wealth Advisor to maintain and expand client relationships and develop personalized financial plans. Ideal candidates will have over 5 years of experience in financial services and a relevant bachelor's degree. The role emphasizes strong communication skills and...Suggested
$120k - $140k
About the role The Senior Financial Analyst is a strategic partner within the FP&A function... ...for driving the company’s financial planning, revenue and operating expense forecasting... ...to: Partake in and contribute to a high-growth brand journey Be part of a high performing...Work at officeRemote workMonday to Friday- ...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...
$70k - $80k
...Financial Advisor This job is responsible for providing... ..., building a financial plan, and recommending... ...to appropriate internal service providers based on client... ...CRPC). Obtained your insurance licenses Skills:... ...contribute to the sustainable growth of our business and the...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift$55k - $70k
...one of the most respected brands in the Financial Services industry, is seeking ambitious... ...of Financial Professionals (Licensed Insurance Agents) . We offer award-winning training... ...leadership, wealth management, & retirement planning What makes a great Financial Services...Work at officeRemote workFlexible hours- ...customer satisfaction. The ideal candidate should possess strong organizational skills, excellent communication abilities, and preferably experience in insurance. Opportunities for growth and a flexible schedule are provided, along with various benefits. #J-18808-Ljbffr...Flexible hours
- Grocery Outlet Holding is looking for a Sr. Financial Analyst to join their Finance team in Emeryville, California. This role requires... ...strong analytical and financial skills to assist in financial planning, reporting, and forecasting while collaborating with senior leadership...
$50k
...As a financial advisor with Edward Jones, you'll develop... ...the branch business plan to increase branch effectiveness... ...earning potential and growth, and your compensation... ...in financial services working with clients,... ...record of success State insurance licenses preferred...Work at officeWork from homeHome officeFlexible hours$90k - $100k
...Financial Advisor at CAPTRUST Join Our Team as a Financial... ...financial planning, investment management... ...investment management services. Conduct Reviews: Regularly... ...for personal growth. Our Employee Benefits... ...benefits such as life insurance, short-term disability...Temporary workLocal areaFlexible hours- ...performance ~ Competitive salary ~ Health insurance ~ Opportunity for advancement ~... ...delivering comprehensive insurance and financial services solutions to our valued clients. We are... ...activities to support business growth. Qualifications: Strong organizational...Full timeWork at office
- ...support a small business owner through focused, one-on-one advising. If you have several years of experience in areas such as financial planning, cash flow management, budgeting, forecasting, accounting, or capital readiness, and feel confident helping entrepreneurs...Remote work
- ...Alameda County is seeking a financial services professional to provide consultative support to various... ...will possess strong financial planning skills and will supervise staff while conducting... ...benefits package and opportunities for professional growth. #J-18808-Ljbffr...
- ...regarding this listing. Financial Planner | Thriving Wealth... ...collaborative culture, thoughtful planning approach, and strong... ...strong mentorship, meaningful growth potential, and the chance to... ...partners Support ongoing client service and planning initiatives Participate...
- ...Summit Financial Group is an established financial planning and wealth management firm built on long... ...full lifecycle of client service and financial planning execution... ...by long-term career growth in wealth management,... ...within 180 days* CA Insurance License or earned within...Immediate start
$75k - $80k
...proposals, and supporting advisory practices. Ideal candidates have 3+ years in investment management and a strong understanding of financial planning. The position offers an annual salary of $75,000-$80,000 along with comprehensive benefits including medical, dental, and 401...- ...Financial Advisor Corebridge Financial Services has been helping Americans plan for and enjoy a secure retirement for more than half a... ...medical, dental, vision, life insurance and 401(k) plan with match... ...workplace that leads to innovation, growth, and profitability. Through...Local areaImmediate startRemote work
$25.19 - $28.96 per hour
...relationships and providing expert financial advice and great service. They need to demonstrate motivation... ...saving for college, buying a home, and planning for retirement. By opening new... ...applications, Personal Bankers are key in the growth and acquisition of new business and...Hourly payFull timeWork experience placementLocal area- ...California to provide personalized investment solutions and financial planning to clients. The successful candidate will have at least 2 years... ...66 license as well as a Life, Health and Long Term Care Insurance license. Preferred qualifications include a Bachelor's degree...
- ...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...
$60k - $80k
...career for you! State Farm agents market only State Farm insurance and financial service products. Responsibilities: Establish customer relationships... ...(vacation and personal/sick days) Flexible hours Growth potential/Opportunity for advancement within my agency...For contractorsWork at officeFlexible hours$50k - $85k
...offering a flexible work arrangement focused on supporting business growth and vendor collaboration. The candidate will leverage their... ...in investment and business consulting to aid in strategic planning and market visibility. This position allows for fully remote work...Local areaRemote workFlexible hours$40k - $45k
...Customer Service Representative - State Farm Agent Team Member As a Customer... ...customer experiences that reinforce the growth of a successful insurance agency. Your attention to detail,... ...team member. This busy insurance and financial services office has a passion to...For contractorsWork at office$50k - $75k
Insurance Account Position - State Farm Agent Team Member... ...products and services. Work with the agent to... ...) Valuable experience Growth potential/Opportunity... ...the role insurance and financial products play in helping... ...Insurance, Retirement Planning, Business Insurance, College...Hourly payFull timeFor contractorsWork at officeLocal area- ...Job Description Job Description The Financial Service Representative II is expected to support growth and retention efforts by acquiring new relationships by displaying a high level of knowledge of KPCU products and building relationships with members that result in...
$115k - $125k
...finance and commercial analytics role that connects company-wide financial planning with day-to-day sales performance insights. This position... ...Results oriented and drives for results Manages change well; growth, problems, difficulties Experience with NetSuite or ERP software...Work experience placementWork at officeRemote workMonday to Friday$30k - $40k
...career with excellent income and growth potential.... ...process to educate customers about insurance options. Work with the agent... ...market appropriate products and services. As an Agent Team Member,... ...about the role insurance and financial products play in helping people...For contractorsWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Insurance & Financial Services Rep — Growth & Planning. Be the first to apply!
- licensed health insurance agent work from home San Leandro, CA
- financial planning assistant San Leandro, CA
- financial consultant San Leandro, CA
- financial advisor associate San Leandro, CA
- financial planning associate San Leandro, CA
- jde finance consultant San Leandro, CA
- financial associate San Leandro, CA
- financial planner San Leandro, CA
- financial advisor San Leandro, CA
- associate corporate finance San Leandro, CA


