Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Protection Advisor

Full-time

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

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Financial Protection Advisor in Bristol, RI vacancy
  •  ...soutiennent les fonctionnalités de base du site, la sécurité et la protection des renseignements personnels. Ils restent activés à moins...  ...notre **.*** Serves as the primary relationship manager and financial advisor for TD Wealth clients with a Wealth management advisory need... 
    Suggested
    Temporary work
    Traineeship
    Work experience placement
    Casual work
    Work at office

    TD Bank

    Barrington, RI
    4 days ago
  • ## Financial Advisor - Barrington, Rhode IslandPostulerremote type: Sur placelocations: Barrington, Rhode Islandtime type: Temps pleinposted...  ...related to asset accumulation, preservation, growth, and protection.**Depth & Scope:*** Experience selling investments and providing... 
    Suggested
    Temporary work
    Work at office
    Local area
    Work from home
    Flexible hours

    TD Bank

    Barrington, RI
    4 days ago
  • $72.28k - $108.16k

     ...Financial Advisor Work Location: Barrington, Rhode Island, United States of America Hours: 40 Pay Details: $72,280 - $108,160 USD...  ...goals related to asset accumulation, preservation, growth, and protection. Depth & Scope Experience selling investments and... 
    Suggested
    Work at office

    TD Bank

    Barrington, RI
    1 day ago
  • $72.28k - $108.16k

    TD is seeking a Financial Advisor in Barrington, Rhode Island. In this role, you'll guide clients in financial planning and investment decisions, ensuring client satisfaction and adherence to regulations. Candidates should have a Bachelor's degree and at least 2 years of... 
    Suggested

    TD

    Barrington, RI
    1 day ago
  • $65k - $85k

     ...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...  ...America/Merrill relationship. As a National Financial Solutions Advisor (NFSA I) , your journey begins with being taught the... 
    Suggested
    Work at office
    Shift work
    Day shift

    Bank of America

    East Providence, RI
    2 days ago
  • $65k - $85k

    Bank of America is seeking a National Financial Solutions Advisor in East Providence, RI, to provide comprehensive financial advice. Candidates should have strong communication skills and the ability to nurture client relationships. Responsibilities include leveraging Bank... 

    Bank of America

    East Providence, RI
    2 days ago
  • $72.28k - $108.16k

    TD Bank is seeking a Financial Advisor in Barrington, Rhode Island, to provide financial planning and investment management solutions. The successful candidate will leverage experience to meet client needs, ensuring a comprehensive onboarding experience and facilitating... 

    TD Bank

    Barrington, RI
    4 days ago
  • A prominent financial institution is seeking Citizens Bankers to provide personalized financial advice to customers. The role involves assisting with financial solutions, collaborating with teams, and building strong customer relationships. Ideal candidates should have... 

    Citizens Bank

    Barrington, RI
    2 days ago
  •  ...des relations en fournissant des conseils en matière de gestion de patrimoine. Les responsabilités incluent l'analyse des besoins financiers des clients pour proposer des stratégies personnalisées et d'autres services. Les exigences incluent un diplôme, une expérience... 

    TD Bank

    Barrington, RI
    4 days ago
  •  ...2), and North Attleboro, along with a loan production office in Foxboro, MA. We are committed to helping members achieve their financial goals. Coastal1 Credit Union is committed to providing the best in products, services, rates and changes in technology for our members... 
    Work at office

    Coastal1 Credit Union

    Bristol, RI
    4 days ago
  •  ...Newport is looking for a Relationship Banker in Bristol, Rhode Island, who will deliver exceptional customer service while conducting financial conversations to identify banking needs. The ideal candidate will have 1-2 years of banking or retail sales experience.... 

    Bank Newport

    Bristol, RI
    1 day ago
  • Bank Newport seeks a Relationship Banker in Barrington, Rhode Island, to provide exceptional customer service and support financial needs for consumers and businesses. Responsibilities include processing transactions, conducting financial conversations, and marketing banking... 

    Bank Newport

    Barrington, RI
    5 days ago
  • $24 - $30 per hour

     ...individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate...  ...gender identity and/or expression, physical or mental disability, protected veteran status, or any other characteristic protected by law.... 
    Flexible hours
    Weekend work

    Webster Bank

    Barrington, RI
    1 day ago
  • BayCoast Mortgage is a fast growing Massachusetts company owned by BayCoast Bank, est. 1851. As a wholly owned subsidiary of a bank we have portfolio lending flexibility in addition to being a full-service lender serving the majority of the East Coast. We are committed ...
    Temporary work
    Local area
    Relocation package
    Flexible hours

    BayCoast Bank

    Bristol, RI
    1 day ago
  •  ...homeownership. As a Loan Officer, you’ll serve as a trusted mortgage advisor—originating residential loans, cultivating long‑term referral...  ...community engagement. With the support of a respected local financial institution, industry‑leading resources, and a flexible hybrid... 
    Work at office
    Local area
    Remote work
    Flexible hours
    Weekend work
    Afternoon shift

    Baycoast Bank

    Bristol, RI
    19 days ago
  •  ...shine as you engage with customers, providing them with valuable financial education and guiding them through our range of banking...  ...age, physical disability, mental disability, and anything else protected by law. North Easton Savings Bank welcomes diversity and we believe... 
    Part time
    Work at office
    Local area

    North Easton Savings Bank

    Dighton, MA
    5 hours ago
  • $58.44k - $93.5k

    A leading healthcare organization seeks a Personal Financial Counselor in Rhode Island to provide comprehensive financial counseling services to military members and their families. This role involves creating educational materials, managing individual counseling sessions... 

    Magellan Health

    Tiverton, RI
    3 days ago
  •  ...Trust Join a well-established, respected financial institution with a strong future....  ...Relationship Bankers are trusted banking advisors responsible for identifying customer needs...  ...status, or any other legally recognized protected basis under federal, state or local laws... 
    Work at office
    Local area
    Immediate start

    BankNewport

    Middletown, RI
    2 days ago
  • CohnReznick is hiring a Senior Associate to join its Client Advisory & Management Services (CAMS) practice. This role involves supervising bookkeeping activities and onboarding clients in a remote and hybrid work environment. The ideal candidate will have a Bachelor’s or...
    Remote job

    CohnReznick

    Fall River, MA
    3 days ago
  • Personal Banker Locations: Taunton & Swansea, MA Status: Full Time Summary: Personal Bankers are responsible for establishing, developing, and retaining customer relationships by introducing Mechanics Cooperative Bank products, services, and Bank's business partners...
    Full time
    Work experience placement
    Shift work
    Night shift

    Mechanics Cooperative Bank

    Swansea, MA
    2 days ago
  • $50k - $65k

    A leading insurance firm is hiring a Personal Risk Client Executive to deliver tailored personal insurance products and drive new business growth. The role involves identifying opportunities, building client relationships, and meeting sales targets in a hybrid work environment...

    NFP Corp

    Rehoboth, MA
    4 days ago
  • $110k - $125k

    Aston Carter is seeking a finance leader in Somerset, MA to establish and enforce financial policies, conduct audits, and lead financial operations. The ideal candidate will have a Bachelor's degree in Accounting or Finance, with over ten years of relevant experience and... 

    Aston Carter

    Somerset, MA
    1 day ago
  • $58.44k

     ...events or covering an existing assignment for counselors who are absent. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations. Services include education and... 
    Contract work
    Temporary work
    Work experience placement
    Work at office

    Magellan Health

    Tiverton, RI
    4 days ago
  • PART TIME 30 Hours PURPOSE: The teller is the face of the bank, seeing more customers than any other position at BankFive. As an ambassador of first impressions and delivering a world-class customer experience for all current and prospective customers, the ...
    Part time
    Work at office
    Weekend work

    BankFive

    Fall River, MA
    4 days ago
  • You Belong Here People's Credit Union is built on the belief that members and employees should feel a sense of belonging. Based on our Core Values, we created that feeling by design to offer you a genuine sense of community where you are supported personally and professionally...
    Summer work
    Seasonal work
    Work at office

    Peoples Credit Union

    Middletown, RI
    12 days ago
  • $30k

     ...Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand...  ..., disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort... 
    Hourly pay
    Full time
    Contract work
    Work experience placement
    Work at office
    Shift work
    Afternoon shift

    Santander US

    Seekonk, MA
    4 days ago
  •  ...customer traffic surveys, auditing other tellers' currency, and assisting in certification of proof. Maintains customer confidence and protects bank operations by keeping information confidential. Contributes to team effort by accomplishing related results as needed.... 
    Night shift

    TradeJobsWorkforce

    Riverside, RI
    1 day ago
  •  ...with bank clients and delivers solutions by identifying referral opportunities for new products and services based on the customer's financial goals. The Teller performs efficient and accurate banking transactions while: Communicating clearly with clients aking... 

    TradeJobsWorkforce

    Riverside, RI
    1 day ago
  • $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 time
    Work experience placement
    Local area

    Cornerstone Research

    Bristol, RI
    1 day ago
  • Job Description At 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 by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being... 
    Work at office
    Shift work
    Weekend work
    Day shift

    Bank of America

    Somerset, MA
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Protection Advisor. Be the first to apply!