Financial Protection Advisor
Zuzick Organization of Globe Life
Handle inbound and outbound calls to potential and existing clients, answering inquiries and assisting with product recommendations.
Schedule appointments and assist clients in selecting life insurance products tailored to their needs and budget.
Present products through Zoom calls to guarantee understanding for each client
Complete applications and meet underwriting requirements efficiently.
Handle various administrative tasks related to client accounts
18 years of age or older
Passion for service: A genuine desire to help other achieve financial stability
Strong communication skills: verbal and written, with an ability to engage and build rapport with clients.
Motivated and ambitious, with a competitive drive and ambition to achieve
High-speed internet connection, and a dedicated workspace for remote work
- ...administrative tasks related to client accounts ~18 years of age or older ~ Passion for service: A genuine desire to help other achieve financial stability ~ Strong communication skills: verbal and written, with an ability to engage and build rapport with clients. ~...SuggestedFull timeRemote work
$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus...SuggestedWork at officeWork from homeHome officeFlexible hours- ...We are a woman-owned and women-led Financial Planning firm dedicated to providing personalized Retirement Income Planning and Investment Advisory services to more than 300 families. Our firm prides itself on creating customized strategies to meet the unique needs of each...SuggestedMonday to Thursday
- ...Merrill Advisor Development Program - Financial Advisor: Chicago West Market Oak Brook, Illinois;Merrillville, Indiana; Hinsdale, Illinois; Lisle,... ...expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited...SuggestedInterim roleWork at officeLocal areaImmediate startShift workDay shift
- Western & Southern Financial Group is looking for a Financial Representative in Merrillville, Indiana. In this role, you will educate clients on risk protection and financial security while providing tailored financial solutions. The ideal candidate must possess a strong...Suggested
$55k - $69.1k
A leading financial services company seeks a motivated Financial Representative to engage with clients and recommend impactful financial solutions. Ideal candidates will have strong interpersonal skills and a customer-focused mentality. The role offers competitive compensation...- A financial services company in East Chicago is seeking competent agents to engage with high-premium insurance clients. Successful candidates will work remotely, following a proven sales system to sell high-ticket insurance products. Ideal agents will communicate effectively...Remote work
- ...invest in their own leads and can expect significant earning potential, with high commissions and a trusted lead source. This role focuses on selling high-ticket financial products, contrasting traditional low-premium offerings. #J-18808-Ljbffr Emergent Financial Group
- A leading financial services firm is seeking competent, self-motivated agents for high-premium insurance sales. The role involves working with a variety of high-end insurance carriers and being part of a proven training system. All sales are conducted virtually, and agents...
- As part of the Security and Network Operations Command Center (SNOCC) staff you will be instrumental in supporting customers as part of our managed services and support offerings. All staff will be placed in our on the job career development program that will allow you...Work experience placementCurrently hiringWork at officeNight shiftDay shift
- ...About the job Financial Consultant (Remote) Achieve Balance and Impact with a Part-Time Financial... ...dedicated to helping clients build and protect their wealth. With licenses across the U... ...experience will make you their trusted advisor. Confident Sales: Present clear,...Extra incomePart timeRemote work
$300k
...Senior Financial Advisor AFIN Family Wealth Management is a firm specializing in holistic financial planning for individuals and businesses... ..., national origin, gender, sexual orientation, status as a protected veteran, status as an individual with a disability, or other...Full timeWork at officeLocal area$103.7k - $138.2k
...Position Title: Wealth Advisor Locations: Chicago_IL Time Type: Full time Req ID: JR1041-Chicago_IL... ...perspective and current clients. Helps clients identify their distinct financial needs and objectives and then recommend plans and products to...Full timeContract workTemporary workWork at officeFlexible hours$51.8k - $95.9k
...for new asset sales, joint appointments, fee-based sales, and financial planning. Implements business development strategies to acquire... ...their best interests, and ensure an effectively run function. Protects the Bank's assets and complies with all regulatory, legal and...Local area$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start... ...that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust...Full timeContract workFor contractorsWork at office$51.8k - $95.9k
...A financial group is seeking a candidate in Crown Point, Indiana to support sales and performance targets. The ideal candidate will have 4-6 years of relevant experience, strong knowledge of the financial industry, and necessary licenses. Responsibilities include implementing...- ...WealthBridge Financial Group is seeking a results-oriented Experienced Financial Advisor to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies that align with their...
- Who We Are At Corebridge Financial, we believe action is everything. That’s why every day... ...years of experience working as a Financial Advisor.* A proven and successful sales track... ...neurodivergence, age, veteran status, or any other protected characteristic. The Company is also...Local areaImmediate startRemote workRelocation
- A financial services company is seeking a Financial Advisor to help clients plan their financial futures. This remote role requires a high school diploma, with a preference for candidates with 2+ years of experience as a Financial Advisor and relevant licenses. The position...Immediate startRemote work
- ..., identification of red flag / material changes / trending of financial performance, and loan decision recommendation in accordance to... ...religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status....For contractors
- ...role supports early identification of credit concerns through financial review, covenant monitoring, and watchlist analysis, while partnering... ..., age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status....For contractorsWork at office
- A financial services company is looking for a part-time Financial Consultant to guide clients toward financial independence. This role allows for flexible hours and remote work, making it ideal for those wanting to balance experience with personal commitments. Responsibilities...Part timeRemote workFlexible hours
$58.44k
...event or to cover an existing assignment for counselors who are absent. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations. Services include education and...Contract workTemporary workWork experience placementWork at office- ...Patient Financial Counselor The Patient Financial Counselor supports patients in resolving their financial responsibility for hospital... ...savings plan Life insurance Disability income protection Employee Assistance Program (EAP) Fitness center discount...Work at office
- ...Company (Western & Southern Life), a member of Western & Southern Financial Group, a Fortune 500® company. Location: Merrillville... ...comprehensive line of products, including life insurance, so that they can protect what matters most. Benefits As a full-time Financial...Full time
$58.44k - $93.5k
Magellan Federal is seeking a Financial Counselor to provide personal financial counseling and management services to military service members and their families in Indiana. The role involves developing educational materials, assisting in spending plans, and offering financial...Remote job- Overview The purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on risk protection, financial security, and wealth creation; analyzing needs; and recommending and selling the corresponding financial solutions. A Financial...Work at officeLocal area
- WealthBridge Financial Group is looking for a Private Wealth Advisor to engage with clients and develop customized financial strategies. This role involves understanding client objectives, providing investment advice, and leveraging advanced financial tools for effective...
- A leading financial services company is seeking a Financial Advisor in Merrillville, Indiana. This role involves developing a business book, managing client relationships, and recommending investment strategies. Candidates should hold necessary financial licenses and possess...TraineeshipWork at office
- ...appropriate bank solutions that support their financial goals. This position monitors digital... ...value. Serve as a trusted digital advisor, delivering high quality service resolution... ...Employer of women, minorities, protected veterans and individuals with disabilities...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Protection Advisor. Be the first to apply!



