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- A financial institution in Pennsylvania is seeking a banking professional to deliver exceptional customer service and cross-sell products... ..., maintaining confidentiality, and actively participating in sales activities. Ideal candidates will possess strong interpersonal...Suggested
$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- ...brand and provide exceptional service. You will engage with clients to understand their financial needs, offering tailored solutions. Qualified candidates should have proven sales experience in retail banking and excellent communication skills. You will educate clients...Suggested
- ...relationship building and cash handling experience. This role involves educating clients on digital solutions, managing transactions, and contributing to the sales process. Benefits including comprehensive insurance and vacation days are offered. #J-18808-Ljbffr Truist
- ...At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable... ...time (3 days per year, prorated based on start date) OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers...Full timeTraineeshipLocal areaMonday to Friday
- ...Giving Together,” to making the best decisions for the long-term interests of our shareholders, C&N is committed to being the only financial institution that our customers will ever need. At the heart of what we do are our employees! C&N is a team of passionate,...Full timeLocal areaFlexible hours
- ...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
- ...proactive outreach. The role helps customers progress toward their financial goals through planning, digital engagement, and customized... ...build a long-term career in financial services, deepen their consultative expertise, and support customers as their financial needs...Temporary workWork experience placementImmediate start
- ...Roving Associate Personal Banker (SAFE) Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe...Work experience placementFlexible hours
- ...addressing inquiries, problem resolution and customer follow up in accordance with all bank policies and expectations Perform outbound sales activities including prospecting and outbound calling to prospective and existing customers, in persona, virtual and via phone....Work experience placement
- C&N Job Board is looking for a Personal Banker in Newtown, PA, dedicated to fostering customer relationships and supporting financial goals. The role involves opening accounts, assisting with loans, and ensuring top-tier customer service. The ideal candidate will have a...
$50k - $70k
...Acquisition Specialist Insurance & Financial Services (Sales Focus) The Morris Agency State Farm Insurance is seeking a high-energy Acquisition... ...Prior experience in insurance, financial services, or consultative sales preferred Strong communication, persuasion, and...Base plus commissionFor contractors$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$50k - $70k
...Acquisitions Specialist New Business Sales Producer Nick DeMaio State Farm is hiring a sales-dominant Acquisitions Specialist to... ...located in Perkasie, PA and help customers with their insurance and financial services needs, including: Auto insurance Home insurance...Base plus commissionFor contractorsWork at office$37.13k - $61.88k
...Branch Sales And Service Rrt At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve... ...experience by identifying opportunities to improve a customer's financial wellbeing and create loyalty while increasing share of wallet....Full timeTemporary workPart timeWork experience placementWork at officeShift work- ...this role is to independently manage client portfolios including financial planning, investments, compliance, and problem resolution.... ...professional relationships with clients and potential clients. Utilizes sales tools and investment knowledge to increase new business for the...Full timeBank staffWork at officeMonday to Friday
- ...assistance • Learn the technical aspects of the advisor position and prepare to service clients independently • Manage data and plans in financial planning software • Responsible for client meeting preparation and follow-up including assembling requisite paperwork, account...
- 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...
$19.23 - $28.37 per hour
...guidance and solutions to assist in client's financial wellness, both in person and through... ...and new client relationships, achieving sales goals, and building referral sources- through techniques such as tele-consulting, outside calling, prospecting and networking. (required...Hourly payWork experience placementWork at officeFlexible hoursDay shift- ...standard of delivering exceptional customer service every time. Assess customer's financial needs and suggest Bank services and products. Actively participate in and promote the Bank's sales culture and referral programs. Maintain daily transactions and balances,...Work at office
- ...comprehensive range of flexible benefits to support your personal and financial well-being. Our inclusive culture encourages all employees to... ...Banker is responsible for achieving customer service and sales goals as established in the MPB Private Bank's annual operating...Bank staffWork at officeWork visaFlexible hours
- ...surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental...Full timeTemporary workPart timeWork at officeShift work
$37.44k - $52.8k
...their customers, understand, and educate them regarding their financial needs, and recommend the appropriate products and services... ...required. Previous cash‑handling experience is required. Prior consultative sales experience is required. Must have a proven ability to work...Full timeH1bVisa sponsorshipMonday to FridayFlexible hours- ...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
$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$19.23 - $28.37 per hour
...Financial Wellness Advisor Location: 280 Easton Road - Warrington, Pennsylvania 18976... ...and new client relationships, achieving sales goals, and building referral sources- through techniques such as tele-consulting, outside calling, prospecting and networking. (required...Hourly payWork experience placementWork at officeDay shift$85k
...position) Sr. Credit Analyst responsibilities include: Analyze financial statements and tax returns of varying levels of quality to... ...the greatest exposure. Research industry-specific data from outside sources, including information from borrowers, industry publications...- Job Description THIS IS NOT A REMOTE OR HYBRID POSITION Responsibilities: Answering and transferring calls Managing bill payment Organize and maintain documents Biweekly payroll and tracking employee commission maintaining Assists in auditing clients...
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