Financial Services Professional
$19kBankers Life
Associate Regional Director at Bankers Life Bankers Life®, a leading brand in the Financial Services industry, is seeking ambitious individuals to join our team of Insurance Sales Agents and Financial Representatives. If you have a passion for helping others achieve their financial goals, are a natural networker, enjoy critical thinking, and strive to better your career, then consider joining our winning team of Financial Professionals! Overview Our award‑winning training equips you with the knowledge, skills, and financial strategies you need to be successful and confident in this career. Many of our talented Insurance Agents use this advantage to become a Bankers Life Securities, Inc. Financial Representative, specializing in aiding clients in Wealth Management. Uncover your earning potential, build a workday around your lifestyle, and make an impact in your community every day. With access to local and national mentors, we will surround you with resources to aid in the development of your financial expertise, including but not limited to: Personal Planning Analysis Asset & Income Protection Investment & Advisory Services Trust Services Wealth Management Retirement Planning Responsibilities Develop a client base by growing relationships with your network, establish and maintain strong customer relationships, offering guidance, and providing solutions to help families obtain financial freedom. Obtain knowledge beyond licensed agent training through sponsored coursework, and proprietary agent development training in areas such as Investment Management and Retirement Planning. Present clients with the ability to preserve their retirement and grow their wealth. Use the latest software and product illustrations to guide clients through important financial decisions while providing excellent customer service. Take ownership of your career as you master your craft and excel in Financial Services. Decide your path; delivering retirement protection, managing all client assets, or constructing and leading your own team of agents and representatives while generating a passive income stream. Qualifications Ability to present complicated concepts effectively and maintain uncompromising principles, such as honesty and integrity. Self‑motivated to network and prospect for new clients, while demonstrating strong time‑management skills. Strong relationship building and communication skills will bond you with clients and colleagues. Competitive and entrepreneurial spirit to achieve success both for yourself and others. Support and Benefits Flexible in‑office schedules once you complete your agent training and take off as a Full‑time producing agent. Entry level agents are provided with pre‑licensing training free of charge; individuals will need to pay for the state exam required to sell life and health products. Training, conducted in office, by successful field leaders, will fulfill your desire for continuous learning. Bankers Life has been named as a Training Apex Award Winner for twelve years and counting and a CLO LearningElite winner for five years and counting. First year agents can also receive up to $19,000 in additional income through our sales matching programs. Once established as a successful producing sales professional, we help you prepare for the Securities Industry Essentials (SIE®) Exam*, which includes coursework, support, and a $2,000 bonus upon completion. Benefit‑eligible management positions and career tracks to Financial Advisor, Wealth Management and Retirement Planning. Commission structure designed to grow with you. Diverse and flexible income portfolio and Bonus programs. Retirement Savings Program. Seniority Level Entry level Employment Type Full‑time Industries Insurance and Financial Services Job Function Finance, Customer Service, and Sales Legal Statement Note: Applicants must reside in the state of position to be considered. By submitting an application, you agree to be contacted via phone, email, and/ or SMS. #J-18808-Ljbffr
$117.36k
...journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start,... ...your work for years to come. You will grow personally and professionally along with your clients. What we offer... Training and...SuggestedFull timeContract workFor contractors$45k - $60k
...Salem Five is a growing regional financial services organization with a rich history of over 170 years. As an independent bank, we are deeply rooted in the communities we serve and offer our employees successful and rewarding careers. Salem Five has more than 30 retail...SuggestedSummer workFlexible hours$45k - $60k
...Woburn Store 443 Main St Woburn, MA 01801, USA Salem Five is a growing regional financial services organization with a rich history of over 160 years. As an independent bank, we are deeply rooted in the communities we serve and offer our employees successful and rewarding...SuggestedSummer holidayFlexible hours- ...field and in a completely different way. As a New York Life financial professional, you’ll have the ability to run your own practice with the... ...role here: Quality insurance and financial products and services to offer to your clients Marketing and sales support...SuggestedOverseas
$20 - $28.9 per hour
.... Cultivate relationships, promote Beacon Bank’s products and services, and support digital banking engagement. Ensure compliance with... ...to make recommendations. Educate and offer a full range of financial products and services, including referrals to our business partners...SuggestedWork at officeFlexible hours- PNC Financial Services Group, Inc. is seeking a Branch Banker based in Boston, MA, to build and deepen the branch customer base through proactive sales and service activities. You will manage the customer experience, identify opportunities for improving financial wellbeing...
$75k - $120k
...alternative application process. Full Time Professional Burlington, Burlington, MA, US 7 days... ...000.00 To $120,000.00 Annually Sequoia Financial Group is a growing Registered... ...financial planning and wealth management services. At Sequoia, we exist with a singular purpose...Full timeWork at office$300 per month
...ensure favorable pricing and reliable service delivery.Client Onboarding & ServiceOwn... ...transparent, and focused on client satisfaction.Financial OversightAnalyze procurement spend and... ...(experience within financial or professional services a plus but not required).Procurement...Contract workWork at officeRemote workWeekend work$90k - $160k
...in providing strategic, operational, and financial advice to private equity firms, management... ...to retail, consumer products, financial services, healthcare, energy and technology. Across sectors, BRG has experienced professionals who understand the challenges clients face...Full timeWork experience placementLocal area- ...opportunity to help clients achieve their financial goals in a supportive, in‑office... ...make referrals to appropriate internal service providers based on client needs and asset... ...goals were met or exceeded. Additional professional designations such as Certified Financial...Temporary workWork at officeMonday to FridayShift workDay shift
$65k - $80k
...guided by a common purpose to help make financial lives better through the power of every... ...referrals to appropriate internal service providers based on client needs and asset... ...were met or exceeded. Achieved additional professional designations such as Certified...Temporary workWork at officeMonday to Friday- ...Financial Advisor – First Command First Command, dedicated to helping military families... ...entrepreneurial mindsets and a desire for professional growth. 9 out of 10 of our Financial... ...program designed for veterans, transitioning service members, and military spouses....Hourly payMinimum wageTemporary workFor contractorsWork at officeLocal areaHome office
- ...in providing strategic, operational, and financial advice to private equity firms, management... ...to retail, consumer products, financial services, healthcare, energy and technology. Across sectors, BRG has experienced professionals who understand the challenges clients face...Full timeWork experience placementLocal area
- ...We’re looking for experienced professionals to join our team. Whether you’re looking for a... ...opportunities, expanding your products and services, or giving your clients more stability,... ...affiliates are dedicated to prudent financial management, high-quality products, and...Work at office
$120k - $185k
...in providing strategic, operational, and financial advice to private equity firms, management... ...to retail, consumer products, financial services, healthcare, energy and technology. Across sectors, BRG has experienced professionals who understand the challenges clients face...Full timeWork experience placementLocal area$49.5k - $82.5k
...and deepen the branch customer base through a variety of proactive sales and service activities. Manage the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborate with ecosystem partners to grow customer's share of wallet...Full timeTemporary workWork experience placementWork at officeShift work- Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 195... ...where leadership, entrepreneurship, and professional growth come together. Your experience... ...program designed for veterans, transitioning service members and military spouses to start...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
$28.85 - $33.65 per hour
...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life...Hourly payTemporary workWork at officeFlexible hoursShift workDay shift- ...based in Burlington, Massachusetts. The role involves developing service models for Risk Analytics and overseeing commercial strategies... .... The ideal candidate will have over 15 years of experience in financial services and strong leadership abilities. You will engage with...
$21.53 - $28.98 per hour
...direct supervision of the Supervisor of Financial Counseling and leadership of the... ...Financial Counseling, the Patient Financial Services Counselor acts as a liaison for patients... ...supports Patient Access and both Hospital and Professional Billing areas and works in conjunction...Hourly payShift work- A financial services company specializing in military support is seeking a Financial Advisor to coach military families in managing their finances and developing tailored financial plans. This role offers an extensive training program, the possibility of becoming an independent...For contractors
$21 - $28.26 per hour
...follows entire audit appeals and supports reporting for tracking, financial, and risks.Coordinates BILH audits by leveraging Cobius Health... ...requests from third-party payors and the Patient Financial Services department, in order to achieve proper reimbursement, satisfy...Hourly payFull timeWork experience placementWork at officeShift work- ...Financial Advisors at Northwestern Mutual Woburn help their clients live more and worry less through our personalized approach to financial... ...advisory & portfolio management solutions, Concierge Planning Services, Advanced Planning Team, marketing consultation & resource...
$21 - $28.26 per hour
...entire audit appeals process and supports reporting for tracking, financial and risk assessment. Coordinates BILH audits by leveraging... ...requests from third‑party payors and the Patient Financial Services department to achieve proper reimbursement, satisfy contractual...Hourly payWork experience placementWork at officeShift work$50 - $60 per hour
...teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with... ...experience to use their expertise to help shape how AI understands financial principles and decision-making. In this role, you might...Hourly payContract workFor contractorsWork experience placementRemote work- ...Title Universal Banker (Customer Service, Sales, Financial Transactions, Retail Banking) Job Overview Leader Bank is seeking a to provide... ...its branches. Who This Role Is For An experienced professional with at least two years in retail banking or sales and...Afternoon shift
$22.5 - $24 per hour
...The Member Experience Specialist II provides advanced member service support while performing transactional, account servicing, and sales... ...1–2 years of branch banking, credit union, or retail financial services experience. Previous Senior Teller, Universal Banker,...Hourly payFull timeFlexible hours$25 per hour
...skills — along with your broad range of financial knowledge — you’ll provide... ...required 2 years of sales and customer service experience, demonstrating an ability to... ...expected to be treated with respect and professionalism. Employment decisions are based solely...Hourly payLocal areaFlexible hoursAfternoon shift$82k - $113.3k
...Symbotic LLC is looking for an accountant to manage cash transactions, reconciliations, and financial reporting for its Wilmington, MA office. The candidate should possess a Bachelor’s degree in accounting, have SAP knowledge, and excel in Microsoft Excel. This position...Work at office$21 - $23 per hour
...development and educational programs to support personal and professional growth along with a benefit package that supports each employee... ...ATM as needed Deepens knowledge of account types, products and services to advise and answer customer questions Ability to answer most...Hourly payWork at office
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