Financial Services Representative
Mutual of Omaha Financial Advisors
A national insurance and financial services company, Mutual of Omaha has been in the business for more than 100 years. With affiliates, the company manages assets in excess of $32 billion. Our advisors are responsible for providing insurance, investment products and advice to our clients. Mutual of Omaha's representatives have helped millions of families reach their financial goals, and plan for a secure future. Here's what you can expect: Access to a complete line of insurance and financial products and services The backing of a strong, stable, and secure company Solid consumer brand awareness such as Mutual of Omaha's Wild Kingdom, and key national sponsorships such as USA Swimming and the professional golfers on the PGA, LPGA, Web.com, and Champions tours National and local TV and print advertising focused on our products and services Strong company ratings from industry raters like A.M. Best, Standard & Poor's and Moody's Investors Service Job Description As a Financial Sales Representative with Mutual of Omaha Financial Advisors, your goal is creating, maintaining, and protect the financial stability for your clients. The main priority is developing relationships with your clients based on trust, honesty, and integrity. With your ability to assess a client’s current financial state and create a plan for a successful financial future, you'll earn the respect of your clients and colleagues. You’ll use insurance as a foundation on your path to becoming a Financial Advisor, starting by obtaining the appropriate insurance licensing for your state. When you help ensure that clients are financially prepared for life’s uncertainties in the future, they can enjoy financial investments and plans of the present. Whether you are just starting in the industry or want to further develop an existing practice, the Neil Chonofsky Division Office is dedicated to helping you toward many years of success. Using a proven training program, you will learn business essentials from industry leaders and specialists. We'll provide the tools to help you break into new niche markets, cultivate natural markets, and a referral process to take advantage of those markets. Most importantly, we will provide you with the stability and environment necessary to develop a thriving practice. An opportunity with Mutual of Omaha can provide you with: Unlimited income potential, plus bonuses & other awards Financial support during your early years to help you build your business Worldwide incentive travel – some trips have included Hawaii, Rio de Janerio and China Be in business for yourself, but not by yourself! Mutual of Omaha offers one of the most comprehensive training programs in the industry. There are turn‑key lessons dedicated to getting you off to a fast start, as well as local and regional business and marketing support. We offer a clearly defined path to support your professional growth. By offering specialties in Insurance-Based Financial Advising, we protect families and businesses against risk and life’s uncertainties. There is also unparalleled management and development training available for those who decide that recruiting and developing their own team of advisors. Additionally, we offer niche markets for those who specialize in a particular arena of financial advising. Making A Difference What motivates advisors? It’s what they consider their mission; helping protect individuals, families and businesses. Our agents make a real difference in people's lives. Good planning can impact families for generations. If you’re looking for more than just another job, take a look at Mutual of Omaha Financial Advisors. For more information on a career with Mutual of Omaha visit: We have offices located in Bell Bell, PA, Bethlehem, PA, Marlton, NJ, Baltimore, MD, Pittsburgh, PA, Cleveland, OH, and Rehoboth, DE. Please contact us if you are interested in any of these areas or visit: and a recruiter will contact you directly. Qualifications Requirements: Must have Life, accident & Health Insurance Licenses OR the ability to obtain licenses prior to your start date Encouraged to obtain Series 6/63 or Series 7 within one year and Series 65 or Series 66 within two years Must have reliable transportation (A reliable automobile is necessary for this position) Bachelors and/or Associates degree preferred, or prior experience in the industry Able to work on a full‑time basis (with schedule flexibility permitted) and excellent Time Management skills Must have Strong, Moral, and Ethical beliefs and a strong will to help others Must have a positive attitude, a willingness to learn and an understanding and belief in the importance of insurance and financial advising Desired Skills & Experience: Strong leadership and organizational skills – you are as successful as you want to be with Mutual of Omaha. We want you to develop into a mentor and an ambassador for our company, and it starts at the top. Good interpersonal skills – you are always going to meet new people with this opportunity. Having the ability to communicate with people is one of the biggest indicators of who will be our successful advisors. Motivated and self-driven – If this job were easy, everyone would do it. For the elite, that make Insurance and Financial Services their calling, it offers a rewarding life in more ways than one. Only you can determine how successful you will be. Entrepreneurial spirit to run your own business – you are your own boss with Mutual of Omaha. You decide when you want to work, and you are responsible for the development of yourself and your staff. This leads to the desired culture your business will need to be successful. Ability and willingness to implement existing systems and technology – at Mutual of Omaha, we have resources available to insure that you succeed. If you are willing to learn our systems and methods, you will be successful. Take the Next Step If you are interested in learning more about this great career opportunity go to: and complete the contact information card on the website. For an inside look in a sales career with Mutual of Omaha's leading national agency visit: Additional Information Mutual of Omaha Financial Advisors View phone number on click.appcast.io #J-18808-Ljbffr Mutual of Omaha Financial Advisors
$60k - $90k
...Financial Services Representative - State Farm Agent Team Member As a Financial Services Representative - State Farm Agent Team Member with Ryan O'Shurak - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient...SuggestedFor contractors$70k - $90k
Financial Services Representative - Life Insurance, Investments & Wealth Strategies Bill Weychert State Farm Locations: Conshohocken, PA & Philadelphia, PA 2078 Butler Pike, Conshohocken, PA 19428 6001 Ridge Avenue, Philadelphia, PA 19128-1651 Full-Time | In-Office...SuggestedBase plus commissionFull timeFor contractorsWork at office$38k - $55k
...Stephen Diorio State Farm is seeking a Sales Representative to join our dynamic and successful team... ...a commitment to exceptional customer service and comprehensive insurance solutions,... ...to a diverse range of insurance and financial products, enabling us to provide personalized...SuggestedWork at officeWeekday work- ...Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial... ...and licensing program designed for veterans, transitioning service members and military spouses to start and grow a successful Financial...SuggestedHourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
$20.67 - $31.25 per hour
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...experienced advisors that help individuals and families attain their financial goals. Our Description Citizens employs a group of experienced... ...stakeholders and specialists in delivering a variety of services, including financial planning, investment management,...Temporary workLocal areaFlexible hours- 2 weeks ago Be among the first 25 applicants Is a Career as a Financial Advisor at WealthBridge Financial Right for You? Do you enjoy... ...with the support of Cetera, one of the nation\'s top financial services companies. That means you’ll have the freedom to run your business...Full timeLocal areaFlexible hours
$100k
...and government investigations Participate in loan workouts, servicing, and liquidation strategies , including guaranty recovery... ...bankruptcy proceedings, and commercial litigation on behalf of financial institutions Draft transactional documents, memoranda, and...Temporary workWork at officeRemote work- ...ambitious Advisor Recruiting Associate to help grow our Financial Advisor and Wealth Management services, recruiting for those business lines. This role is... ..., conferences, and client meetings Learn and represent our business model, value proposition, and service offerings...Work at officeImmediate start
- ...client-focused Teller to educate customers and assist with self-service banking options, including mobile, online banking, and ATM use.... ...process cash transactions, engage clients to understand their financial goals, and connect them with suitable financial solutions, all...
- ...Stephen Diorio State Farm is seeking a Sales Representative to join our dynamic and successful team... ...a commitment to exceptional customer service and comprehensive insurance solutions,... ...to a diverse range of insurance and financial products, enabling us to provide personalized...Work at office
$35k - $65k
ROLE DESCRIPTION: As a Financial Representative - State Farm Agent Team Member with Stephen Diorio - State Farm Agent, you will successfully market... ...customer needs, and market appropriate products and services. QUALIFICATIONS Bachelor's degree in finance, economics,...For contractorsWork at office$99.4k - $158.9k
...business problem-solving.What you’ll do:You’ll support our Financial Services teams by analyzing financial and claims data, building models... ...WORK ENVIRONMENTThe physical demands described here are representative of those that must be met by an employee to successfully perform...Temporary workWork at officeRemote workFlexible hours- A leading insurance agency in Wayne, PA, is seeking a Sales Representative to enhance customer engagement and drive sales. This position emphasizes building relationships with clients while providing tailored insurance solutions. The ideal candidate will have strong communication...
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- Summit Financial Group Inc. in Pennsylvania seeks a Client Associate to provide dedicated operational and sales support in a professional... ...office initiatives for the business. Experience in financial services is a plus. Candidates should have an undergraduate degree and...Work at office
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- ...for this position is a nationwide market range and represents a broad range of salaries for this role across... ...and claim litigation to achieve superior customer service and to optimize claim results. Travelers' Financial Institutions Team provides management liability coverage...Full timeWork experience placementWork at officeLocal area
- ...Professional): For mastering requirements gathering and process modeling. ITIL 4 Foundation: Useful for understanding how to manage IT services in a high-stakes environment like a hospital Essential Compliance documentation prior experience (must have): ~ SRA (...
$135k - $145k
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...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... ...financial strength and access to the best products and services for our clients. Our Financial Representatives and...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$70k - $120k
...passionate about empowering you to build a meaningful career as a Financial Advisor. With us, you'll have the opportunity to grow your... ...up-to-date advice. • Educate clients on financial products and services, empowering them to make informed decisions. • Identify...- ...Financial Advisor (Fall/Recent Graduates, Early Acceptance) About Vista Wealth Solutions At Vista Wealth Solutions, we believe... ...Career growth opportunities Backing of a respected financial services organization Meaningful work helping clients achieve their...Permanent employment
- ...dynamic programs, a vibrant campus community, and meaningful service learning opportunities, Eastern University is committed to... ...and affordable education. Position Description The Financial Aid Representative, reporting to the Director of Financial Aid, is the...Work at officeWork visa
- ...Default: Location : City WAYNE Overview The purpose of the Financial Representative is to meet the needs of middle‑income clients by educating... ...existing clients for the purpose of sales, conservation, and service. Adequately prepares for and conducts all appointments...Work at officeLocal area
- A leading staffing company in Pennsylvania is seeking a Senior Financial Analyst to join their growing Financial Services team. The role requires expertise in financial modeling, strong FP&A skills, and the ability to work collaboratively. Key responsibilities include...
- The Senior Financial Analyst at Towne Park LLC will drive financial planning, reporting and analytical activities to support growth and operating performance across the business in Plymouth Meeting, PA. You will collaborate with the Finance Director and partners across...
- ...The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new members on our Investment Fund Services... ...would like from you: An aim to broaden one's knowledge of the financial services industry by learning new concepts and systems and taking...InternshipFlexible hours
$77.39k - $127.14k
...Associate Financial Advisor Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment...Work at officeFlexible hours$110k - $160k
...Overview Tompkins Financial Advisors is the wealth management division of Tompkins Financial... ...the resources and stability of a full-service financial institution with the personal... ...may benefit from the firm’s services Represent Tompkins Financial Advisors at community...Work at officeLocal areaShift work
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