Insurance & Financial Planning Advisor
State Employees' Credit Union
State Employees' Credit Union seeks an Insurance Specialist to provide consultative guidance for auto, home, life, and annuity insurance in the Salem area. You will engage members across branches, build enduring relationships, and coordinate with advisory services to deliver comprehensive financial planning and insurance solutions. You will be responsible for meeting productivity benchmarks, leveraging technology and marketing efforts, and maintaining up-to-date knowledge of carriers and #J-18808-Ljbffr State Employees' Credit Union
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Insurance & Financial Planning Advisor in Salem, OR vacancy
$70k - $95k
...helping people look forward and plan for the best life possible... ...ago, we were among the first financial services companies in America... ...of employees worldwide. Our insurance, retirement, and investment solutions... ...Transamerica Financial Advisors, 2) Protection Solutions and...SuggestedRemote jobPermanent employmentWork from homeWorldwide- Salinas Financial Group is seeking a Financial Representative to help individuals and businesses reach financial goals through personalized insurance solutions and planning. You will build long-term client relationships, understand needs, and provide tailored financial...SuggestedRemote jobWork from homeFlexible hours
- Why USA Financial? At USA Financial, we are always searching for extraordinary people to join our team who are self‑motivated, enthusiastic... ...Independent Broker Dealer and SEC Registered Investment Advisor, an Insurance Marketing Organization (IMO / FMO to access top carriers,...SuggestedLocal area
- AO Garcia Agency is seeking motivated, coachable individuals for a remote career focused on helping clients with financial-protection options. You will work with warm leads, receive coaching, and follow a written process to guide conversations. Interviews are conducted...SuggestedRemote job
- AO Garcia Agency offers a remote career with upside, focusing on warm leads and client conversations about financial-protection options. You will be coached and measured on activity and results, with a clear written process so you are not inventing the job. Interviews are...SuggestedRemote job
- ...seeking motivated individuals for a remote career with upside. You will work with warm leads, speak with people who requested help on financial-protection options, and be coached to achieve results. You’ll be trained with a written process, coached by people who have done...Remote job
- AO Garcia Agency is seeking motivated individuals for a remote sales role. You will work with warm leads, guiding clients on financial-protection options, and you will be coached and measured on activity and outcomes. Interviews are conducted on Zoom, and there is a defined...Remote job
- ...motivated individuals for a remote sales career with upside. You will handle warm leads, talk with clients who requested help with financial-protection options, and follow a coached, measured process. You'll explain benefits clearly, enroll clients when appropriate, and...Remote job
- ...States offers a remote career with upside. This role handles warm leads, not cold outreach, and focuses on helping clients choose financial-protection options. You will be trained, coached, and measured on activity and results. You will explain benefits simply, enroll clients...Remote job
- AO Garcia Agency is seeking a virtual consultant based in the United States. The role focuses on assessing client needs, teaching options, and sustaining the relationship after the initial meeting. Administrative duties include keeping notes, scheduling, and CRM hygiene...Remote jobWork from home
- American Income Life / Globe Life is seeking a Virtual Financial Services Associate to support clients by explaining insurance options in a fully remote role. You will conduct needs-based conversations, work with company-provided warm leads, and schedule virtual appointments...Remote jobWeekly payFor contractors
- ...Garcia Agency is seeking motivated individuals for a remote career with upside. You will talk with warm leads who requested help on financial-protection options, and you will be trained, coached, and measured on activity and results. The work involves taking requested...Remote job
- ...Garcia Agency is seeking motivated individuals for a remote career with upside. You will engage with warm leads who requested help on financial-protection options, explain benefits clearly, and assist clients in enrolling when it fits. You’ll be trained, coached, and...Remote job
- ...individuals for a remote career with growth potential. This role handles warm leads from clients who already requested help with financial-protection options, and you will be trained, coached, and measured on activity and results. You will take requested conversations...Remote job
- Position OverviewAO Globe Life is hiring a Remote Family Protection Advisor to help individuals and families understand insurance options that may support their financial security. You will work with prospective clients virtually, learn about their needs, and explain life...Hourly payFor contractorsLocal areaRemote workWork from home
- Position Overview AO Globe Life is seeking a Virtual Financial Services Associate to support clients as they explore insurance products designed to help protect their financial well-being. You will work remotely with individuals and families, conduct needs-based conversations...Hourly payWeekly payFor contractorsLocal areaRemote workWork from home
- Deidre Fresquez - State Farm Agent is seeking a Financial Services Representative to market and explain financial products that help customers manage risks and goals. You will apply your sales-minded, consultative approach to educate clients on options. This remote role...Remote job
- ...seeking motivated individuals for a remote career with upside in Oregon. You will work with warm leads who requested information on financial-protection options, and you will be trained, coached, and measured on activity and results. The role emphasizes explaining...Remote job
- AO Garcia Agency in the United States offers a remote sales position focused on financial-protection options. You will work warm leads, be trained and coached, and measured on activity and results. This role emphasizes clear benefit explanations, enrollment when appropriate...Remote job
$100k - $250k
...on the idea that transforming financial lives starts by giving our... ...Empower Yourself.The Financial Advisor & Planner assists Empower's Personal... ...driving financial planning + guidance, being responsive/... ...Medical, dental, vision and life insurance. Retirement savings - 401(k)...16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from homeWork visaFlexible hours- West Coast University is seeking an experienced Financial Aid Advisor to meet with students and prospective students, providing information on costs of attendance and available financial aid options. You will review documents, ensure data accuracy, and process ISIR data...
$47k
Financial Solutions Advisor Office of Financial Solutions - Full-Time, Contingent II, Exempt, Pay Grade... ...and develops long‑term funding plans for their education, helping to remove... ...assist in the purchase of a health plan. Insurance Options: Term Life Insurance,...Full timeTemporary workPart timeWork experience placementWork at officeImmediate startRemote workWeekend workAfternoon shift- Who We Are At Corebridge Financial, we believe action is everything.... ...Services has been helping Americans plan for and enjoy a secure... ...are searching for a Financial Advisor to provide a personalized... ...medical, dental, vision, life insurance and 401(k) plan with match Company...Local areaImmediate startRemote workRelocation
- Corebridge Financial, Inc. is seeking a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and families. If you want flexibility to create your own schedule and build your career on your terms, join our team. You...Remote job
- Bank of America is seeking a Financial Solutions Advisor Stage I in Oregon to obtain SIE, Series 7 and Series 66 licenses and begin building client relationships at a Bank of America/Merrill financial center. The role offers comprehensive training, one‑on‑one coaching,...
- Job Description: As a Financial Solutions Advisor Stage I (FSA I), you will obtain the Securities Industry licenses (Securities Industry Essentials [SIE], Series 7 and Series 66 Exams) and develop the foundational advising skills needed to build and manage client relationships...Work at officeImmediate startMonday to FridayShift workDay shift
$28.53 - $38.51 per hour
...Coast University where you will meet with students and prospective students to provide information on financial aid and options that can help them develop a financial plan for achieving their healthcare career goals. In addition, you will put your technical financial aid...$32 - $37 per hour
Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping... ...amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single...Temporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours$100k - $250k
Empower seeks a Financial Advisor & Planner to serve Personal Wealth clients with complex planning and guidance. You will maintain a book of clients with $100k-$250k AUM, deliver proactive financial planning, responsive service, and educate clients on opportunities to...Remote job$1,000 per month
...We are hiring for our College Financial Representative opportunity... ...building an integrated financial planning practice from the ground up.... ...Financial Representative or Advisor role upon graduation. #LI-Onsite... ...Bonuses Support for insurance licensing (life, health, DI,...Full timeInternshipLocal areaFlexible hoursNorthwestern Mutual
Salem, OR3 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Insurance & Financial Planning Advisor. Be the first to apply!
Related searches
- insurance consultant Salem, OR
- insurance advisor Salem, OR
- financial advisor associate Salem, OR
- financial planning associate Salem, OR
- financial consultant Salem, OR
- finance associate Salem, OR
- associate leveraged finance Salem, OR
- financial planning administrator Salem, OR
- associate corporate finance Salem, OR
- financial planner Salem, OR