Insurance & Financial Services Advisor - Growth & Planning
Ryan Guinn - State Farm Insurance Agent
Ryan Guinn State Farm Agency is seeking a customer-focused professional to build and nurture relationships, explaining insurance and financial services to clients and guiding them toward suitable solutions. You will engage with the community, identify needs, and help clients protect and grow their wealth. You will collaborate with a team to stay updated on market trends and available products, ensuring a high level of service and policy satisfaction for our customers in New Fairfield and #J-18808-Ljbffr Ryan Guinn - State Farm Insurance Agent
$1,000 per month
...Overview College Financial Representatives in the internship... ...integrated financial planning practice from the... ...and professional growth in this program. With... ...Financial Representative or Advisor role upon graduation.... ...Bonuses Support for insurance licensing (life,...SuggestedFull timeInternshipLocal areaFlexible hours$50k - $85k
...to providing excellent service that makes a positive impact... ...motivated by goals and growth, and you know how to... ...claim or personalize a plan, we believe in doing... ...obtain applicable state insurance licenses. Compensation... ...busy insurance and financial services office has a passion...SuggestedFor contractorsWork at officeRelocation package$19.23 - $28.37 per hour
...Financial Wellness Advisor Location: 3 West Main Street - Pawling, New York 12564 Job Summary Be... ...FWA's split their time between client servicing and transaction support (70% of time)... ...financial health through education, planning, and tailored financial strategies....SuggestedHourly payWork experience placementWork at officeDay shift- ...branch including its daily operations, service quality, sales and financial performance. Takes the initiative to... ...and manage employee development plans with goals and milestones for Associate... ..., account openings, deposit growth, loan origination, and referrals Provide...Suggested
$25 - $38.46 per hour
...a problem solver, trusted advisor, and partner to the people... ...client relationship with a plan-based approach to financial advice. As a PCB, you will... ...appropriate products and services. PCBs identify products and... ...of investment and insurance products. Consistently attains...SuggestedHourly payWork experience placementDay shift- ...professionals, every day. The Patient Financial Access Specialist - Clinical... ...and manages patient and insurance demographics to ensure appropriate reimbursement for services provided. A major focus in... ...and participates in the planning and implementation of these to...Work experience placementWork at office
- ....A. is seeking a Relationship Banker II to deliver exceptional service to Banking Center customers and support the team in achieving sales... ...routine transactions, assess customer needs, present suitable financial products, and build lasting relationships through collaboration...
$35.25k
...With You: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology... ..., and other bank initiatives to execute Banking Center’s growth and profitability objectives. Expected to achieve/ exceed...Hourly payFull timeContract workPart timeWork experience placementFlexible hoursShift workWeekend work$35.25k
...Banker II Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a... ...retention, and other bank initiatives to execute Banking Center's growth and profitability objectives. Expected to achieve/exceed...Part timeFlexible hoursShift workWeekend work- ...Relationship Banker II to support customers, drive sales, and ensure service excellence. The role emphasizes needs-based conversations,... ...transactions, and teamwork across the branch to achieve growth and compliance. The position may require a flexible schedule including...Part timeFlexible hours
- ...new and existing commercial clients. They will perform detailed financial analysis for all lending opportunities, prepare credit approval... ...data. Interpret key financial ratios (e.g. cash flow to debt service, debt-to-equity, etc.)- Provides thorough documentation of all...Temporary workInterim role
- ...responsible for successfully evaluating the financial condition of commercial borrowers,... ...Prepare Quarterly Reporting and Action Plans Communicate with borrowers, accountants... ...complies with CRA/HMDA Guidelines/Flood Insurance/Appraisal Regulations and adheres to Bank...Full timeBank staffWork at office
- ...floor, with an innovative and exciting growth company poised for success! Responsibilities... ...Manage Bookkeeper Finance Financial planning and analysis assist with the financial... ...with a desire to provide high-quality service High energy, and able to work autonomously...Work at office
- ...serves as the main point of contact for customers, processing financial transactions efficiently and accurately while delivering an exceptional... .... Cultivate relationships, promote Beacon Bank's products and services, and support digital banking engagement. Ensure compliance...Flexible hours
$40 - $55 per hour
...Commercial Lending AnalystResponsible for providing credit and financial analysis support to the commercial lending function as well as... ...financial factors can have in assessing a borrower's ability to service debt obligations.Excellent organizational skills with the ability...Local area$90k - $105k
...Underwrite commercial equipment finance transactions by analyzing financial statements, tax returns, cash flow, credit reports, bank... ...Ability to manage multiple transactions independently, meet service expectations, and escalate complex or higher-risk matters appropriately...Remote work- ...Corporate! Successful Candidate Attributes: •Proven track record developing referral partner relationships with Realtors, CPA's, Financial Planners, etc. •Maintains a database of past clients for marketing purposes. •History of closing at least 3-5 units per month....Remote work
$20.67 - $31.25 per hour
...Job Summary Be a problem solver, trusted advisor, and partner to the people and... ...guidance and solutions to assist in client's financial wellness both in person and through proactive... ...sales is more important than financial services experience. KeyBank provides the tools and...Hourly payWork experience placementDay shift- ...in Danbury, CT to build relationships with clients and provide financial guidance. You will explore client needs through conversations,... ...branch teams to deepen relationships. The role emphasizes customer service, compliance, and sales-driven performance. Preferred bilingual...
$18.75 - $25 per hour
...Job Summary: Be a problem solver, trusted advisor, and partner to the people and... ...resource in identifying and resolving client servicing issues, serve as the primary troubleshooter... ...questions and listen to clients to uncover financial needs and transition clients to a banker...Hourly payWork experience placementDay shift$21 - $31.98 per hour
...branch customer experience through digital engagement, lobby management, transactional processing and retail servicing interactions. Processes a variety of financial transactions in an accurate and efficient manner. Primary Responsibilities: Adhere to the established...Hourly payImmediate start- SBA Commercial Loan Officer A national bank is looking to add a new SBA Commercial Loan Officer to their team. This organization is a long-standing bank with a great reputation! Primary Responsibilities: Ability to meet goals set; production, new relationships,...Local area
- M&T Bank in Danbury, CT is seeking a branch associate to deliver exceptional in-person service, balance transactions, and support customers with digital demonstrations and self-service solutions. You will greet customers, manage lobby flow, and raise sales opportunities...
$77.2k - $96.5k
...or implementing Oracle EBS R12 and/or Oracle Cloud Financials ~ Hands-on experience with Order-to-Cash (O2C)... ...Benefits: Competitive pay, Profit Sharing, 401k Plan with Company Matching, Life and Disability Insurance, Tuition Reimbursement Paid Time Off: PTO and...Full timeShift work$20.5 - $32.12 per hour
...branch leadership team to drive branch growth by supervising the teller line directing... ...customers on product selection identify financial needs and deliver tailored solutions including... ...assist customers with digital banking services and recommend convenient banking options...Full timeWork at officeFlexible hours- ...Jones Street Residential, Inc. seeks a Leasing Consultant to drive high-quality customer service for current and prospective residents in Danbury, CT. You will manage the leasing process from inquiry to occupancy, conduct site tours, screen applicants, and prepare lease...Work at office
$19.54 - $29 per hour
...-Remote. Coordinates and monitors all aspects of Patient Financial Services daily functions, including billing compliance and accounts receivable... ...and telephone inquiries. Advises other areas of updated insurance information and claim denials, i.e., registration....Hourly payFull timeContract workWork at officeRemote workMonday to Friday$50k - $70k
...required): Automotive industry background Reception or customer service experience Business Development Center (BDC) experience... ...in the automotive industry ~ Health, dental, and vision insurance available to full-time team members ~401K Ingersoll AutomotiveHourly payFull time$19 - $29 per hour
...Coordinates and monitors all aspects of Patient Financial Services daily functions including billing... .... 4. Advises other areas of updated insurance information and claim denials i.e. registration... ...Savings Account; 401(k) Retirement Plan; Basic Life and AD&D insurance;...Hourly payFull timeContract workWork at officeRemote workMonday to FridayFlexible hours$21 - $41 per hour
...Description Position at Nuvance Health Summary: The Patient Financial Services Reimbursement Specialist II plays a vital role in managing the complete lifecycle of patient financial accountsï½from initial creation through final resolution. This position ensures...Hourly payFull timeImmediate start
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