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 Establish... ...personal/sick days) Flexible hours Growth potential/Opportunity for advancement... ..., Life Insurance, Retirement Planning, Business Insurance, College Planning...SuggestedFor contractorsWork at 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...SuggestedTemporary workLocal areaFlexible hours$275k
...Advisor At Cetera Planning Partners (CPP), a unique... ...prospects for growth to everyone. If you are... ...consisting of a client service, Tax, Legacy Wealth Strategies... ...concerns and current financial information. Analyze... ..., investment, tax and insurance industry What You Will...SuggestedFull timeFlexible hours$70k - $80k
...Bank Of America Financial Advisor The following laws... ...by driving Responsible Growth and delivering for our... ...whether shaped by military service, community college... ..., building a financial plan, and recommending brokerage... ...). Obtained your insurance licenses. Minimum Education...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift- ...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
$70k - $80k
...help them achieve their financial goals. Key... ..., building a financial plan, and recommending brokerage... ...to appropriate internal service providers based on client... ...(CRPC). Obtained your insurance licenses. Minimum Education... ...contribute to the sustainable growth of our business and the...Temporary workMonday to FridayShift workDay shift- ...Associate Financial Advisor Join a financial services firm where your contributions are valued... ...wide support and long-term growth potential. As an... ...advance personalized financial plans aligned with client goals... ...7, Series 66, and state insurance licenses within three months...Full timeTemporary workFlexible hours
$50k - $75k
...Position Overview State Farm Insurance Agent located in San... ...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 payFor contractorsWork at officeLocal area$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- SKYKEY FINANCIAL BOOKS APPOINTMENTS ON YOUR CALENDAR! SkyKey Financial is looking for motivated... ...We Offer: Ongoing training & support Growth opportunities Our Marketing Group... ...selecting the best retirement options and life insurance policies Build and maintain strong...Full timePart time
- ...involves developing customer relationships, educating them about insurance options, and marketing State Farm products. Successful... ...offers a salary plus commission, along with flexible hours and growth opportunities. #J-18808-Ljbffr Kim Holland - State Farm AgentFlexible hours
$40k - $45k
...ROLE DESCRIPTION: As a Customer Service Representative - State Farm Agent... ...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 make...For contractorsWork at officeFlexible hours$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- ...client advisor responsible for providing tailored financial advice to clients. This role includes planning financial goals, recommending products, and ensuring... ...strong interpersonal skills and experience in financial services. The position requires completion of Series 7 and 6...
$95k - $105k
...reimbursement accounts, life insurance, vacation and sick, 14... ...to the Director of Financial Aid and Scholarships,... ...counseling, student service delivery, scholarship... ...processes. Strategic Planning, Collaboration, and Student... ...supporting growth and/or change. Experience...Temporary workWork experience placement- ...in it for you? Constant learning, skill growth, great benefits, and a team that wants you... ...different skills to ensure smooth and successful service delivery outcomes but also to safeguard... ...for leadership in enterprise resource planning (ERP) software, SAP has evolved to become...Permanent employmentFull timeLocal areaWorldwideFlexible hours
$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 fitness... ...for career growth. Volunteer work opportunities...Full timeTemporary workPart timeWork at officeFlexible hours$97k - $120k
...Financial Analyst Req ID: 49542 Date: Jul 24, 20... ...electrical products and services to contractors. If it... ...supporting broader financial planning and analysis... ...metrics, including revenue growth, margin performance,... ...~ Employer-paid life insurance for spouse and dependents...Full timeTemporary workFor contractorsWork at officeLocal area$105k - $131.26k
...union with a purpose to build financial health and wellbeing for... ...them with the products and services to help them plan purposefully for their futures... ..., Dental, Vision, and Life Insurance benefits ~ Onsite... ...transfer opportunities for career growth Volunteer work...Full timeTemporary workPart timeWork experience placementWork at officeFlexible hours$30k - $40k
...career with excellent income and growth potential. Responsibilities... ...to educate customers about insurance options. Work with the agent... ...appropriate products and services. Benefits Salary plus commission... ...about the role insurance and financial products play in helping...For contractorsWork at office- 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...
$110k - $125k
...hybrid role involves supporting monthly financial close, management reporting, and business... ...performance and drive profitable growth. Key responsibilities include variance analysis... ...over 3 years of experience in financial planning and analysis, strong skills in Excel and...- ...across oncology practices. The ideal candidate has 2 years in financial planning, strong Excel, and experience with Workday Adaptive Planning... ...to the Senior Leader of Finance, Navista, with opportunities for growth within Navista Finance. #J-18808-Ljbffr Cardinal HealthRemote job
$129k - $155k
...is built on safety, winning, growth, and professional achievement... ...Peterson Can has a need for a Lead Financial Analyst to work onsite at our... ...within the financial planning & analysis (FP&A) function, responsible... ...drivers (inventory, rental, service, sales, parts) and...Work experience placement$120k - $150k
...portfolio rebalancing, phase-in planning, and quarterly performance... ...Policy Statements (IPS). Financial Planning Prepare and maintain... ...experience in financial services is required. ~4+ years of relevant... ...with Fortune 500 and high-growth companies to deliver high-...Full timeContract workInternshipWork at office$66.56k - $80k
...Wealth Advisor LPL Financial collaborates with banks to provide... ...comprehensive suite of financial services tailored to their clients... ...and existing investments and insurance solutions from retail client... ...insurance products and financial planning Core Competencies:...Work at officeLocal area- Clorox is the place that’s committed to growth - for our people and our brands. Guided by our purpose and values, and... ...role at Clorox:This role provides enterprise-level financial leadership within Corporate Planning & Analysis (P&A), partnering closely with senior leadership...Full timeSummer workFlexible hours
- ...Description About Us We are an accelerating force in the insurance and financial planning sector, celebrated for our drive, supportive atmosphere,... ...Glassdoor and Indeed. Furthermore, our proven market growth has earned us a distinguished position on the Inc. 5000...Remote job
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