Financial Services Representative
$41k - $62kBankers Life
Bankers Life® is searching for future agents to work in a fast-paced and dynamic hybrid remote environment. Jumpstart your new insurance agent career and earn up to an additional $5,000 in bonuses on top of commissions during your first four months. You’ll begin your journey training in our office with the ability to transition to a hybrid remote work environment when you’re ready. As an entry level insurance sales agent with Bankers Life, you will utilize our ongoing, award-winning company training to: Set appointments to identify prospective clients’ financial resources and needs Offer expert life and health insurance policy recommendations to generate sales Provide continuous, excellent customer service to client base How Bankers Life compensates your work: This is a commission and bonus position, and while it is not salaried, typical first-year entry level agents average $41,000 - $62,000 New agents can achieve production-based incentives of up to $12,000 in their first year Earn up to an extra $5,000 bonus in your first four months with Bankers Life Experienced sales agents that have been a part of Bankers Life for two plus years earn upwards of $100,000+ in commissions and bonuses How Bankers Life Supports your career: Flexible work environment once you complete your new agent training period which can vary anywhere from four to twelve weeks on average Set their own hours with options to work in the field, onsite, and/or in a blended capacity per their preference with the support of branch leadership Our training is conducted in our office by successful field leaders. Bankers Life has been named as a Training Apex Award Winner for eleven years and counting Bankers Life agents are provided pre-licensing training free of charge; individuals will need to pay for the state exam required to sell life and health products in their state Benefit-eligible management positions within local branch structure Our entry level insurance sales agents come from diverse professional backgrounds, many of which do not have previous sales experience. To take advantage of our training, a successful agent possesses the following skills and abilities: Sales-minded, and open to connecting via phone and your network Passion for people and developing sales relationships Goal-oriented, with a focus on achieving sales success Excellent time management and organizational skills Take control of your career and future, positively impact the lives of others in your community, all while enjoying the flexibility of a hybrid remote work experience. Apply today! #J-18808-Ljbffr Bankers Life
$45k - $75k
...Financial Services Representative Have a passion for helping people? Join our team of Financial Services Representative where you'll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while preparing for...SuggestedWork at officeRemote workWork from home1 day per week- ...risks of everyday life, recover from the unexpected and realize their dreams. We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Retirement Planning, Business Insurance, College Planning, Health...SuggestedFor contractorsWork at office
- A leading financial services firm in Rochester is seeking a Private Client Advisor to provide financial planning and investment solutions to individuals and families. You will focus on building client relationships and delivering personalized solutions while fostering...Suggested
- A State Farm agent team in Rochester is seeking an outgoing individual for the Insurance and Financial Services Position. This role involves establishing customer relationships, educating clients about insurance options, and developing leads. Required skills include excellent...SuggestedFlexible hours
- ...committed to fostering a culture of growth, professionalism, and winning together as a team. ROLE DESCRIPTION: As a Financial Service Representative with the Dominic Agostini Agency, you will successfully market the financial products that manage everyday risks. Your...SuggestedAgency workSummer workWork at officeLocal areaWeekend work
- A leading financial services company is seeking a Strategic Expense Management Analyst in Rochester, NY. The ideal candidate will have 5+ years in finance, delivering key insights on expenditure across technology spending. Responsibilities include financial modeling, performance...
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal areaFlexible hours- ...Job Description Job Description Overview At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than...
$105k - $250k
...experienced advisors that help individuals and families attain their financial goals. Our Wealth Advisors (PCFAs) conduct thorough... ...internal stakeholders and specialists in delivering a variety of services, including financial planning, investment management, insurance...Temporary workLocal areaFlexible hours$70k - $80k
...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... ...Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds Mitigates...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift$113.5k - $200.7k
...by maintaining regular contact and periodically reviewing their financial needs. Build, promote and maintain adequate pipeline of... ...development skills. Ability to partner with colleagues to identify and service unique clients' needs. Well‑developed analytical and problem‑...Full timePart time$32.4k - $125k
...impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships... ..., offering clear recommendations and guidance Product and Service Consultation: Discuss financial products and services tailored...16 hoursFull timeWork experience placementWork at officeLocal areaFlexible hours- A financial services firm in Rochester is seeking driven individuals to educate clients on financial planning and insurance options. Responsibilities include providing excellent customer service, building lasting relationships, and collaborating with a supportive team....
- A leading financial institution in Rochester seeks a Select Growth Advisor to support Private Client Advisors in offering comprehensive... ...understanding of wealth management, as you will provide exceptional service to clients. Responsibilities include personal investment...
$100k - $135k
...comprehensive wealth plans and coordinated financial strategies to align with each client’s... ...introducing them to Tompkins Financial services. Expand share of wallet by identifying opportunities... ...involvement to expand the client base. Represent the organization at networking events...Local area- ...and over $1.8 trillion in life insurance protection in force. Serving more than 4.5 million people, we provide comprehensive financial services, including life, disability income, long-term care insurance, annuities, brokerage, advisory services, and discretionary portfolio...Full time
$45k - $100k
...Financial Advisor Opportunity Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$70k - $80k
...Bank Of America Financial Advisor At Bank of America, we are guided by a common purpose to help make financial lives better through... ...Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds...Temporary workWork at officeMonday to FridayShift workDay shift$105k - $250k
...experienced advisors that help individuals and families attain their financial goals. Our Wealth Advisors (PCFAs) conduct thorough... ...internal stakeholders and specialists in delivering a variety of services, including financial planning, investment management, insurance...Full timeTemporary workLocal areaFlexible hoursShift work$19 - $20 per hour
...Organization Advantage Federal Credit Union is a Not-for-Profit financial organization, wholly and locally owned and operated by and for... ...mission is to be every member's first choice for financial services. Community is at the root of Advantage FCU as well as the heart...Hourly payFull timePart timeFlexible hours$40k - $60k
...satisfaction. We provide on-site training for all new representatives! As a Customer Service Representative with the Dominic Agostini Agency, you will... ...dreams. We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance...Agency workFor contractorsSummer workWork at officeLocal areaWeekend work$25 - $40 per hour
...with more than 9,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company... ...analysis and assist with underwriting processes by organizing financial data and supporting risk assessments. Utilize basic math skills...Hourly payTemporary workWork at office$20.19 - $30.77 per hour
...needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts.... .... Experience with sales is more important than financial services experience. KeyBank provides the tools and training, but we need...Hourly payTemporary workDay shift$150k - $175k
...Experience the Transformative Power of Withum Plus You - that’s the Power in the Plus! Withum’s Healthcare Advisory Services practice is seeking a Financial Services Consultant Manager to join our team in our East Brunswick, NJ; Red Bank, NJ; Princeton, NJ; Whippany, NJ;...Work at officeLocal areaRemote work$20 - $23 per hour
..., NY Hours: M-F 8AM-5PM ET Onsite Rate: $20-23 per hr. DOE Category: Credit Analysis/Customer Service Position Overview: Our client, a Global Financial Services company is seeking a detail oriented Credit Analyst with expertise in Accounts Payable. This role...- ...Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality... ...the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing...Afternoon shift
- A leading global financial services firm seeks a Private Banker in Rochester, NY, to manage client relationships and provide tailored wealth management advice. The ideal candidate will have at least six years in Private Banking, a Bachelor's Degree, and necessary licenses...
$25 per hour
...Relationship Banker Chase Bank Midtown, New York City Base pay starts at $25/hr. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products...Afternoon shift$170k - $225k
...managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on... ...plus years of work experience in Private Banking or Financial Services Bachelor’s Degree required Series 7, 66 and Insurance...Full timeTemporary workWork experience placementLocal areaShift work- ...to advise clients on building and managing their wealth. The role requires over six years of experience in Private Banking or Financial Services and a Bachelor’s degree. Candidates must also obtain required licenses. The position offers a competitive salary package,...
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