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
$18.75 - $25.48 per hour
...Foundation and by partnering with organizations that promote financial literacy, job training, small business support, affordable housing... ...associated with race, such as hair texture, hair type or protective hairstyles), religion or religious creed (including religious...SuggestedHourly payLocal areaImmediate startFlexible hoursNight shiftBanc of California
San Luis Obispo, CA1 day ago- ...and a minimum of two-years work related experience consisting of customer service background with extensive cash handling and/or financial institution cash handling. Additional educational experience, through in-house training sessions, formal school, or financial industry...SuggestedWork at officeNight shift
American Riviera Bank
San Luis Obispo, CA16 hours ago - ...volunteering for a SESLOC-sponsored fundraiser, you'll feel proud about the work you're doing. We're the largest locally headquartered financial institution on the Central Coast and we pride ourselves on providing valued financial and educational services with integrity,...SuggestedBi-weekly payHourly payFull timeLocal areaFlexible hours
SESLOC Credit Union
San Luis Obispo, CA2 days ago $50 - $60 per hour
...finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities....SuggestedHourly payContract workWork experience placementRemote workFlexible hoursData Annotation
San Luis Obispo, CAa month ago$34 per hour
...Foundation and by partnering with organizations that promote financial literacy, job training, small business support, affordable housing... ...associated with race, such as hair texture, hair type or protective hairstyles), religion or religious creed (including religious...SuggestedFull timeLocal areaImmediate startFlexible hoursNight shift- ...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... ...grow, and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities...Work at officeImmediate startMonday to FridayShift workDay shift
$115k - $145k
...elements, involving key responsibilities such as: Developing financial and economic models; Analyzing large datasets; Examining... ...and applicants for employment without regard to legally protected categories, such as age, sex, gender, gender identity, race, color...Full timeWork experience placementLocal areaCornerstone Research
San Luis Obispo, CA1 day ago- ...hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You... ...at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender...Immediate startAfternoon shift
- ...Job Description Job Description The position of Senior Credit Analyst II is responsible for performing in-depth, thorough financial and collateral analysis and investigation of the credit worthiness of prospective and current clients, which includes ensuring that requested...Work experience placementWork at office
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