Estate Planning & Insurance Advisor — Pre-Scheduled Appointments
Affinex Capital
Affinex Capital is hiring an Estate Planning & Insurance Advisor who will meet with local clients in-person to review living trusts and discuss safe-money solutions. The role focuses on educating clients about fixed indexed annuities, with a proven sales process to drive closing deals. This 1099 contract opportunity offers uncapped earning potential, world-class training, and full back-office support to keep you focused on clients and appointments. #J-18808-Ljbffr Affinex Capital
- Thrivent invites experienced financial advisors to build a purpose-driven practice that helps Christians achieve financial clarity and... ...comprehensive onboarding, ongoing support, and flexible scheduling to balance work and life while pursuing meaningful community impact...SuggestedFlexible hours
- ...) and develops appropriate marketing plan to sell insurance and investment solutions. Travels... ...contacts. Contacts and secures in-person appointments with prospective and existing clients... .... Effectively plans for and schedules all sales, marketing, and service activities...SuggestedWork at officeLocal area
$40.56k - $170k
...for remote work and flexible scheduling. Positive Company Culture... ...a wide range of financial plans, including advisory accounts... ...products including investment and insurance products to meet member... ...responsibility with regard to volume of appointments, volume of sales, volume of...SuggestedWork at officeLocal areaRemote workFlexible hours$20 - $22 per hour
...position typically works a 37/40-hour schedule, though hours may vary occasionally depending... ...includes medical/dental/vision insurance, Paid Sick Leave, Paid Time Off, paid holidays... ...of employment, compensation, training, appointments for advancement, including layoffs and...SuggestedHourly payTemporary workWork experience placementShift workNight shift$21 - $25 per hour
...Manager PAY SCALE: $21.00-$25.00 SCHEDULE BEING OFFERED: Monday - Friday... ...pertinent data and verify insurance coverage. Types and processes... ...departments. Conduct admission reviews/ Pre Authorizations in a timely... ..., PPO, and Medicare Advantage plans. Strong organizational skills...SuggestedWork at officeMonday to FridayWeekend work- ...advice, investments, insurance, banking and generosity... ...Thrivent’s comprehensive advisor onboarding program.... ...community. Make client appointments by leveraging your... ...flexibility to control your schedule, allowing for work-... ..., and dedicated planning fees for those who qualify...Local area
$25 - $28 per hour
...Sliding Fee Discount Program, CPE, EWC or insurance to visit Elica. The Financial... ...to contact patients, call patients, schedule in-person appointments to sign forms or other tasks. BENEFITS... ...your health, your family, and help you plan for the future. Retirement Savings...Full timeWork at officeLocal areaImmediate startMonday to FridayFlexible hoursShift work- ...must reside in California at the time of appointment. Proof of California residency may be required... ...working relationships. • Ability to plan, organize, communicate, and adapt to... ...Development Days, one paid Personal Holiday, pre-tax parking fee program....Full timeContract workRemote workVisa sponsorship
$21 - $24 per hour
...environment. All Tellers have a fixed schedule so it’s perfect for individuals wanting... ...package includes medical/dental/vision insurance, Paid Sick Leave, Paid Time Off, paid... ...of employment, compensation, training, appointments for advancement, including layoffs and...Hourly payTemporary workWork experience placementWork at office$225k - $250k
...personalized financial planning with our team-... ...Financial Advisor to join a growing... ...Sacramento with a varied schedule that includes onsite... ...health and dental insurance 401k retirement... ...investments trust and estate) Ability to... ...holidays each year (10 pre-determined and 2...Full timeTemporary workWork at officeRemote workFlexible hours$55k - $65k
...Job Title: Insurance Advisor I Pay Information: Non-Exempt - $55,000 -... ...$65,000 per year, plus bonus plan Location: Remote first work... ...seven states and we’re the appointed agency for several other leading... ...events. Participates in pre-arranged marketing campaigns...Full timeTemporary workWork at officeRemote workNight shift$7.86k - $10.54k
...risk, and business impact analysis and planning; security assessments and consultations... ...residence in California prior to their appointment becoming effective, or the offer may be... ...request the necessary accommodations if scheduled for a hiring interview. The request...Permanent employmentFull timeWork at officeLocal areaRemote workWeekend work$25 - $26.77 per hour
..., lending, and investments Manages financial center traffic, appointments, and outbound calls effectively Drives the client experience... ...work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift$50k - $100k
...reaching out, generating appointments, and building new... ...on market needs; work schedule may differ from week to... ...performing in a real estate agent capacity. Canada... ...BMO also offers health insurance, tuition reimbursement... ...and retirement savings plans. To view more details...Contract workPart timeLocal areaImmediate startDay shift$23.19 - $28.35 per hour
...channels including in-person, by appointment, and virtually to provide the... ...a U.S. Bank location for all scheduled work days. Preferred Skills/... ...term and optional term life insurance Short-term and long-term... ...and employer-funded retirement plan Paid vacation (from two to five...Temporary workLocal area$80k - $95k
...production business units in the planning, financial administration and... ...including performing pre-production, post and wrap accounting... ...workflows. Assist in the scheduling and coordinating of the initial... ...medical, dental and vision insurance, 401(k), paid leave, tuition...Work experience placementFreelanceWork at officeLocal area$43.68k - $69.9k
...Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews. Primarily focused on cross‑... ...ability to travel within the affiliate for training as well as scheduling flexibility. Travel outside of the affiliate will be...Work experience placementWork at office$104.13k - $175.6k
...our journey as we strive to transform the insurance carrier space. We're proud to be in... ...account solutionsProspect, prequalify, and appoint new producers with strong alignment to target... ...generous medical, dental, and vision plans as well as 401K retirement plans and company...Full timeWork at officeLocal area- ...billion in client assets. Our advisors average $575,000 in GDC. Our... ....The program has a financial planning team that is integrated in their team. We also have an insurance subject expert whose function... ...associates who are regularly scheduled to work at least thirty hours...Full timeImmediate start
- ...California to be eligible for this appointment. If this posting requires... ...of workers' compensation insurance. Established in 1914 by the... ...necessary accommodations if scheduled for a hiring interview. The request... ...457 Deferred Compensation Plans Employee Assistance...Permanent employmentFull timeContract workWork at officeRemote workFlexible hours
$4,469 - $6,922 per month
...the job for you! Financial Planning & Analysis (FP&A) has an... ...quarterly workpapers, exhibits, schedules, reconciliations, and other... ...to be eligible for this appointment. Position will be filled... ...provider of workers' compensation insurance. Established in 1914 by the...Rotational programPermanent employmentFull timeContract workWork at officeRemote workFlexible hoursShift work- ..., sensitive, and higher risk insured projects. The incumbent independently... ...reports, construction plans, and legal documents, and... ...necessary accommodations if scheduled for a hiring interview. The... ...verified prior to interview and/or appointment. If you are using education...Full timeWork experience placementWork at office
$50k - $60k
...-to-day administrative tasks, including managing calendars, scheduling appointments, and handling correspondence. Prepare and review loan applications... ...healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date....Remote work- **Join Equitable Advisors: A Pathway to Possibilities and Positive Impact**... ...Work-Life Balance: Flexible schedule to maximize productivity and personal... ...vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive...Work experience placementLocal areaRemote workFlexible hours
$24 - $28 per hour
...students regarding financial aid paperwork, award information, and options for covering educational expenses. Create and schedule funding plans for enrolled students. Evaluate all submitted Financial Aid documentation and determine additional requirements....Hourly payWork at office$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a... ...goals through financial planning. On your path to becoming a financial... ...investments for growth, insurance for protection, and annuities... ...Northwestern Mutual provides pre-payment/reimbursement* for course...Full timeContract workFor contractorsWork at office$31 - $35 per hour
...Financial Aid Advisor CA Job Type Full-time Description TITLE: Financial... ..., dental, vision and life insurance; check out our full benefit... ...windows. Manage the scheduling, materials, and onsite coordination... ...students with their financial aid planning. Track common student pain...Full timeRemote workAfternoon shift$1,000 per month
...building an integrated financial planning practice from the ground up.... ..., you can expect a flexible schedule to work around your life and... ...Financial Representative or Advisor role upon graduation. Qualifications... ...Bonuses Support for insurance licensing (life, health, DI,...Full timeContract workFor contractorsInternshipLocal areaRemote workFlexible hours$28 - $33 per hour
...Overview Financial Solutions Advisor Registration Candidate - South Bay Market. This requisition contains multiple locations but there... ...Guidelines Client Management Causation Analysis Written Communications Schedule Monday-Friday open availability required + some Saturdays...Full timeInternshipWork at officeImmediate startMonday to FridayShift workDay shift$45k - $100k
...clients and 20,000 financial advisors across the U.S. and... ..., building wealth, estate strategies, funding education... ...the branch business plan to increase branch... ...within three months. State insurance licenses will be required... ...flexibility in their schedule and, where required by...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours
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