Financial Planner /Consultant Outside Sales
$80k - $100kJS Benefits Group
Overview We're Hiring: Financial Planner | JS Benefits Group Are you passionate about helping people achieve financial confidence and success? Do you thrive on building meaningful client relationships and creating tailored financial strategies? Join our team at JS Benefits Group , where your expertise will make a real impact. Base: $80,000 to $100,000 + Commission What You’ll Do Work closely with clients to understand their goals and develop customized financial plans Provide expert advice on investments, retirement, tax planning, and insurance Monitor financial plans and adjust strategies as client needs evolve Stay current on market trends, products, and regulatory changes Build long-term relationships based on trust, transparency, and value What We’re Looking For Certified Financial Planner (CFP®) designation strongly preferred 3+ years of experience in financial planning or wealth management Strong communication, analytical, and interpersonal skills Proven track record of client retention and satisfaction Ability to explain complex financial concepts clearly and simply At JS Benefits Group , we’re more than just insurance professionals—we’re dedicated partners in our clients’ life journeys. We offer a supportive culture, ongoing training, and the opportunity to grow your career while helping others thrive. Ready to make a difference? Apply now by sending your resume and a short cover letter to View email address on click.appcast.io #J-18808-Ljbffr JS Benefits Group
- JS Benefits Group in Newtown is seeking a Financial Planner to create tailored financial strategies for clients. You will work closely with clients to understand their goals, providing expert advice on investments, retirement, tax planning, and insurance. The ideal candidate...Suggested
$20.67 - $31.25 per hour
...guidance and solutions to assist in client's financial wellness both in person and through... ...The Personal Banker is a client first, sales-driven, self-motivated, and competitive... ...with clients, including tele-consulting, outside calling, prospecting, and networking. (...SuggestedHourly payWork experience placementDay shift$60k - $80k
A local insurance agency in Newtown, PA, seeks a motivated Financial Services Representative with a strong background in life insurance and financial services. This position emphasizes sales and client relationships, offering competitive compensation including a base salary...SuggestedLocal area$79k - $127.65k
...America, Titusville, New Jersey, United States of America Job Description Johnson & Johnson is hiring for a Senior Financial Analyst - Surgery FP&A - Sales & IR to be located in Raritan, NJ, or Titusville, NJ. At Johnson & Johnson,we believe health is everything. Our...SuggestedLocal areaWorldwide- Johnson & Johnson is hiring a Senior Financial Analyst - Surgery FP&A - Sales & IR in Raritan, NJ, or Titusville, NJ. The role focuses on sales analytics, investor relations reporting, and data-driven decision support within Global Surgery. Candidates should have a finance...Suggested
- ...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... ..., products and solutions + One year of demonstrated successful sales experience in a salary plus incentive environment with individual...Work at officeFlexible hoursShift workWeekend workDay shift
- ...service assistant to educate clients on self-service options and handle cash transactions. You will engage clients, understand their financial goals, and connect them with appropriate solutions while maintaining compliance. The role emphasizes relationship building, strong...Work at officeWeekend work
$50k - $70k
...Acquisition Specialist – Insurance & Financial Services (Sales Focus) The Morris Agency – State Farm Insurance is seeking a high-energy... ...Prior experience in insurance, financial services, or consultative sales preferred Strong communication, persuasion, and...Base plus commissionFor contractors$50k - $70k
...Acquisitions Specialist – New Business Sales Producer Nick DeMaio State Farm is hiring a sales-dominant Acquisitions Specialist... ...located in Perkasie, PA and help customers with their insurance and financial services needs, including: Auto insurance Home...Base plus commissionFor contractorsWork at office- ...PNC Financial Services Group, Inc. in New Jersey is seeking a Personal Banker to grow the branch customer base through proactive sales and exceptional service. You will help clients improve their financial wellbeing and deliver a differentiated customer experience. The...
$20 - $21 per hour
...position paying $20-$21/hr*** Launch Your Career in Mortgage Sales The NextGen Loan Officer Associate (LOA) role is an early‑career... ...movement Guide customers through the mortgage process using a consultative approach Communicate clearly and promptly via phone, email,...Hourly payInternshipLocal area- Bank of America in Newtown, PA, is seeking a customer-oriented associate to assist clients with in-branch transactions, educate on self-service options, and grow relationships through excellent service. You will handle cash, support inquiries, and connect clients to appropriate...Work at officeWeekend work
$50k - $70k
...Acquisitions Specialist High-Earning Sales Role Jeff Gottesman State Farm in South Philadelphia (19148) is hiring a highly driven... ...in Philadelphia, PA and help customers with their insurance and financial services needs, including: Auto insurance Home insurance...For contractorsWork at office- ...maintain data integrity across platforms. You will support users, manage security settings in Salesforce/Encompass, and collaborate with sales and learning teams to optimize campaigns and workflows. The role emphasizes QA of data systems and cross-functional cooperation to...
- A top-performing insurance agency in Newtown, PA is seeking a Life Specialist to enhance their sales team. In this role, you will market and sell life insurance and financial service products, assist clients in making informed financial decisions, and significantly contribute...
- ...Loan Officer Assistant Doylestown, PA 18901 Overview Category Sales Description Responsible for managing communications, taking initial loan applications, support and guidance to customers throughout the loan process, and supporting the managing loan officer...Contract workLocal area
- ...Financial Center Associate A great banking experience starts with a great team! Mid Penn Bank is actively seeking a Full-Time Financial... ...to deepen relationships with customers through suggestive sales techniques; actively refers customers to appropriate customer service...Full timeWork experience placementWork at officeRemote workWork visaFlexible hoursNight shift
$25.63 - $34.18 per hour
...businesses we serve to make better and smarter financial decisions and enabling the communities we... ...and requirements to underwriting teams, sales partners, operations teams, risk partners... ...and what may be needed to thrive in and outside work. That's why our benefits are...Full timeWork experience placementLocal area3 days per week- ...and competitive advantage in the markets we serve. As a Branch Sales and Service RRT within PNC's retail banking organization, you will... ...customer experience by identifying opportunities to improve financial wellbeing and create loyalty while increasing share of wallet....
$20.43 - $32.31 per hour
...approximately 40 hours per week) based out of our Southampton, PA financial center in Bucks County . Must be available to be scheduled... ...customer experience by handling every customer need from service to sales with passion and enthusiasm. This role provides customers with...Hourly payFull timeTemporary workWork experience placementLocal areaWork visaFlexible hours- ...continuously enhance the experience of our employees and customers. Overview This is a full-time career opportunity (approximately 40 hours per week) based out of our Southampton, PA financial center in Bucks County . Must be available to be scheduled around #J-18808-Ljbffr...Full timeLocal area
$85k
...Sr. Credit Analyst responsibilities include: Analyze financial statements and tax returns of varying levels of quality to develop... ...the greatest exposure. Research industry-specific data from outside sources, including information from borrowers, industry publications...$25.63 - $34.18 per hour
...businesses we serve to make better and smarter financial decisions and enabling the communities we... ...and requirements to underwriting teams, sales partners, operations teams, risk partners... ...and what may be needed to thrive in and outside work. That's why our benefits are...Temporary workWork experience placementLocal area3 days per week$25 per hour
...Personal Banker Univest Financial Corporation (UVSP), has approximately $7.9 billion in... ...relationships with Univest partners to maximize sales opportunities and achieve minimum sales... ...Participation and management of tele-consulting efforts Develop knowledge and...Temporary workLocal area- ...Acquires and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's...Full timeTemporary workPart timeWork experience placementWork at officeShift work
$61.88k - $92.56k
...prospects and clients to analyze their financial information, including income, cash flow... ...client relationships by providing on-going consultation, advice, planning and day to day account... ...to plan own activities to achieve sales and referral goals Comprehensive understanding...Temporary workTraineeshipWork experience placementWork at officeLocal areaWork from homeFlexible hours- ...time off ~ Training & development Financial Services Representative – Life Insurance... ...Farm Agency Are you a driven, sales-focused financial professional with a strong... ...needs, and deliver tailored solutions. Your consultative approach—paired with a competitive, goal...For contractors
- ...Acquisitions Specialist – High-Performance Sales Role Will Thomson State Farm is hiring a driven, sales-focused Acquisitions Specialist... ...in Warrington, PA and help customers with their insurance and financial services needs, including: Auto insurance Home...For contractors
$50k - $70k
...Acquisitions Specialist – Sales Producer Eldion Pajollari Agency – State Farm Insurance Full-Time | In-Office Locations: 19053 & 19002 (Philadelphia Suburbs) The Eldion Pajollari Agency is hiring a highly driven Acquisitions Specialist to generate new business across...Base plus commissionFull timeWork at office- TD Wealth is seeking a Financial Advisor to serve as the primary relationship manager for clients, analyzing financial information, goals, and portfolio needs. The role requires licensing (SIE, Series 7, Series 66) and a strong client-facing background within TD Wealth....
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