Financial Services Consultant
The Colie Group
If you’re a top-performing sales rep, you already know the reality of most industries: Income ceilings are real Compensation plans change without warning Promotions are limited Your success is tied to someone else’s system And no matter how hard you work… you’re still building someone else’s business. Now imagine applying those same sales skills in an industry where: You own your book of business You earn renewals year after year Your effort directly builds your future That industry is life insurance & financial services. The same skills that make you successful now transfer directly: Relationship-driven selling Communicating value and simplifying complex solutions Building and managing a pipeline Handling objections and closing with confidence This isn’t starting over - it’s leveling up. The Market Opportunity Miles of families are uninsured or underinsured The industry generates over $1 trillion annually A massive wave of agents are retiring Which means one thing: opportunity is wide open. What This Opportunity Offers Leadership and ownership opportunities Who This Is For This opportunity is best suited for sales professionals who are: Tired of income ceilings Ready to build something that lasts Commission-Based |U.S. Only #J-18808-Ljbffr
$102.5k - $187.9k
...a better working world.EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate... ...Fund, Wealth/Asset Management company or as a Management Consultant in one of these companies1-2+ years of hands-on Aladdin...SuggestedWork experience placementSummer holidayFlexible hours$59.5k - $163.14k
...Financial Services Consultant Location: New York, Manhattan As a Financial Services Consultant at New York Life, you’ll provide clients with education, strategies, and products to secure their financial future, while building your own rewarding career. In this client-based...SuggestedFull timeContract workWork at officeLocal areaImmediate startRemote workFlexible hours- ...Financial Services Representative Employment Type: Full-Time, Part Time, Contract Compensation: Performance-based (details provided during... ...willingness to obtain Experience working with clients in a consultative environment What We Offer Structured training and...SuggestedFull timeContract workPart timeFlexible hours
$4,000 per month
...Commission. Responsibilities Connect and understand potential client financial need in both wealth protection and wealth accumulation. Advise... ...client to make an informed decision. Assist in after sales services including claim, policy renewal. Review and update client...SuggestedPermanent employmentWork at office- ...We are a full-fledged wealth and financial consulting firm. We represent just about every major financial company in North America. Role consists... ...license if you do not have one yet. 2-3 years of customer service/client interaction recommended (not required) Schedule: You...SuggestedPart timeImmediate start
- ...leader and one of the fastest growing IT consulting firms with operations in US, Canada,... ...India. SAT is an Oracle Gold Partner, SAP Services Partner & IBM Certified enterprise.We guarantee... ...functional expertise with both Oracle Financial Services Analytical Applications (OFSAA)...
$77k - $202k
...ApplicableSpecialismFinanceManagement LevelSenior AssociateJob Description & SummaryAt PwC, our people in finance consulting specialise in providing consulting services related to financial management and strategy. These individuals analyse client needs, develop financial solutions, and...Full timeH1b- ...About the job Remote Entry Level Financial Associate Are you looking for a career that allows you to make a difference in peoples... ...and business owners in your area. We are not just a financial services company; we are a community united by the goal of achieving financial...Full timePart timeRemote workWork from home
- RBC is hiring an Associate in Non-Traditional ABS Origination to support bankers in business development and transaction execution. You will play a key role in drafting presentations, coordinating transactions, and managing market data while collaborating with various ...
$45k - $100k
...anticipated to remain open for 30 days, from 26-Jun-2026. The posting may close early due to the volume of applicants. 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...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to... ...Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis...Full timeContract workFor contractorsWork at office- ...Soteria Reinsurance Ltd. in Greenville, DE is looking for a Financial Consultant to work with clients and offer personalized financial planning. You will provide comprehensive investment solutions and retirement plans while engaging in meaningful interactions with clients...
$58.44k
...This position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth... ...include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting...Contract workTemporary workWork experience placementWork at office$65k - $85k
...We are seeking a financial professional to assist clients in designing and implementing... ...trusted advisor Ensure exceptional customer service is provided to existing clients; track... ...financial needs Conduct financial consultations with clients to assist them in defining...$22 - $26 per hour
...Financial Counselor Pinnacle Fertility is a leader in physician-centric fertility care, supporting high-performing fertility clinics and comprehensive service providers nationwide. Guided by our mission of fulfilling dreams by building families, Pinnacle offers compassionate...Hourly payFull timeMonday to FridayFlexible hours- ...Required Skills: Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Has two years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded (including at least one year experience in the...Immediate start
- ...Overview The Financial Counselor is part of the Financial Investigation Department that serves all locations within OBH and is a key... ...to assist patients with Medicaid enrollment and related services. The staff member may be scheduled to work at multiple locations...Hourly payContract workWork at officeLocal areaRemote work
- ...is rapidly expanding - our office in New York City isseeking financial representatives to continue our consistent, sustainanble growth... ...insurance, annuities, investment products and advisory products and services.We work directly with our clients to deliver consistent and...Work at office
$62.4k - $64.35k
...Insurance Sales - NY Metro We are currently searching for a Financial Consultant with strong investment sales experience to join our dynamic... ...them about the bank and investment program products and services that are most appropriate for their situation. Help the...Full timeTemporary workPart timeSeasonal workImmediate startFlexible hours- ...Launch your financial services career with an organization that positively impacts thousands of families and communities each year . Modern Woodmen of America is a fraternal financial services organization built to help families throughout life. Together with our members...Local area
- ...Financial Solutions Advisor - Southern NJ Market Absecon, New Jersey;Toms River, New Jersey; Voorhees, New Jersey; Sewell, New Jersey... ...Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds •...Temporary workWork at officeMonday to FridayShift workDay shift
- ...future of advisor technology and AI-enabled wealth management. What you'll bring 5+ years of wealth management experience Strong financial planning background with HNW clients Interest in technology, innovation, and AI Entrepreneurial mindset and excellent relationship...Full timeWork at office
- ...CCRM Fertility Patient Financial Counselor CCRM Fertility, a leader in fertility care with... ...first of the month following 2 months of service) Basic & Supplement Life Insurance... ...proceed with ART care, provide ART Financial Consult, and obtain payments prior to care, in accordance...Hourly payTemporary workWork at officeLocal areaFlexible hoursShift workWeekend workAfternoon shift
$29.94 per hour
## Financial RepresentativeApplylocations: 111 East 210th Streettime type: Part timeposted on: Posted Todayjob requisition id: JR22988... ...consent forms, and referring patients to the patient financial services department for potential Medicaid and/or financial aid...Hourly payPart timeWork experience placementMonday to FridayShift workWeekend work- ...verifying insurance information, and collecting payments for financial responsibilities. The role also involves gathering and scanning... ...consent forms, and referring patients to the patient financial services department for potential Medicaid and/or financial aid...Part timeWork experience placementWeekend work
- ...remarkable difference in the lives of those we serve. Job Summary: A Financial Counselor maintains, and processes all assigned patient... ...portion of patient's bill based on expected length of stay and services rendered, so that final accounting of self-pay amount is...Full timeTemporary workPart timeWork at office
- ...Fifth Avenue Financial is seeking a financial advisor with experience to join our team. Compensation is 100% commission, earnings... ...customer financial situations and provide tailored financial services and insurance products * Develop customized financial plans...
- ...that at some level our happiness depends on it. We believe that financial peace of mind forms the fabric of strong families and even... ...on a winning combination. About the Job * As a Financial Services Advisor, you will work directly with real people pursuing real...
$115k - $141k
...building a future where technology works quietly in service of extraordinary outcomes.Job Title: Salesforce - Financial Services Cloud ConsultantResponsibilities:*... ...requirements.Qualifications:* 5+ years of Consulting or Industry (Banking, Fins) experience* Experience...Temporary workLocal area$150k - $200k
Trader, Delta One & Equity FinanceLocation: New York, NYPosition SummaryWe are seeking an experienced Delta One / Equity Finance Trader to join a dynamic trading team focused on equity financing, hard-to-borrow markets, and event-driven opportunities. The successful candidate...Temporary work
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