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

Financial Services Professional

$80k - $125k

American Senior Benefits

American Senior Benefits Build It for Yourself, Not by Yourself

At American Senior Benefits (ASB), we're not just another agencywe're a team of owners. We combine the best of both worlds: the entrepreneurial freedom of an independent broker with the training, resources, and structure of a national organization.

Why ASB Is Different:

  • Access to over 250 carriersyou always have the best solution for your client
  • Own your book, your renewals, and your overrides
  • National partnerships with organizations like the American Legion, Elks, and AMVETSwe help you find clients, not just chase them
  • Flexible onboarding and portable career modelperfect for relocators or career changers
  • Award-winning training and mentorship from the top leaders in the field
  • Paths to leadership and business ownership within a few years

Responsibilities

What You'll Do as a Financial Services Professional:

  • Build long-term client relationships through your network and company-sponsored lead programs
  • Match clients with the best-fit products from our 250+ carriersyou'll never be limited to a single company's offerings
  • Guide individuals and families through critical financial decisions using industry-leading technology
  • Learn, grow, and pursue career paths in leadership, wealth strategy, retirement income planning, and business development

Qualifications

What Sets You Up for Success Here:

  • A passion for helping others make informed financial decisions with transparency and integrity
  • Comfort with a consultative sales approach and the ability to simplify complex concepts
  • A proactive mindset with strong follow-up habitsself-starters thrive here
  • Willingness to learn and grow with support from experienced mentors and national trainers

Let's Talk If You:

  • Want a mission-driven career helping people protect what matters
  • Are coachable and driven
  • Are looking for more than just a paycheckyou want a career with impact and ownership
  • Reside in the state where you are applying

Apply now to discover what it means to work for yourselfnot by yourselfwith American Senior Benefits.

Compensation

USD $79,999.00 - USD $125,000.00 /Yr.

American Senior Benefits
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Financial Services Professional in Allentown, PA vacancy
  • $80k - $125k

     ...Overview AT Key Retirmement Services Powered by American Senior Benefits - Build It for Yourself, Not by Yourself...  ...within a few years Responsibilities What You'll Do as a Financial Services Professional: Build long-term client relationships through your... 
    Suggested
    Flexible hours

    American Senior Benefits

    Allentown, PA
    15 hours ago
  •  ...Description Job Description We’re looking for experienced financial professionals to join our team dependable team. Whether you’re looking...  ...in new market opportunities, expanding your products and services, or giving your clients greater peace of mind, we can help.... 
    Suggested
    Home office

    MassMutual Philadelphia

    Allentown, PA
    24 days ago
  • $100k

     ...Premium Auditor ARMStrong Insurance Services is the leading and most trusted name in the world of debt recovery and financial solutions. With a track record of excellence and reliability, we have proudly served businesses across various industries for decades, ensuring... 
    Suggested
    Hourly pay
    Weekly pay
    Local area
    Remote work
    Work from home
    Flexible hours

    Armstrong Insurance Services

    Allentown, PA
    1 day ago
  •  ...DUTIES AND RESPONSIBILITIES: Models Q2 Service and Sales programs with creativity and...  ...customer in a courteous, confidential, and professional manner, and for providing prompt...  ...limited to performs paying and receiving Financial Service Representative functions accurately... 
    Suggested
    Work at office
    Local area

    QNB Bank

    Allentown, PA
    19 days ago
  • $50k

     ...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With...  ...credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone... 
    Suggested
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Allentown, PA
    2 days ago
  • $75k - $125k

     ...you to build a meaningful career as a Financial Advisor. With us, you'll have the opportunity...  ...in fostering an environment where your professional growth is prioritized, and your...  ...Educate clients on financial products and services, empowering them to make informed decisions... 

    Vista Wealth Solutions

    Allentown, PA
    2 days ago
  •  ...opportunity to contribute to the company's success. As a Branch Sales & Service RRT (Regional Resource Team) within PNC's Retail organization,...  ...by identifying opportunities to improve a customer's financial wellbeing and create loyalty while increasing share of wallet.... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Shift work

    PNC Financial Services Group

    Allentown, PA
    1 day ago
  •  ...Financial Advisor (Fall/Recent Graduates, Early Acceptance) About Vista Wealth Solutions...  ...recent graduates and early-career professionals launch successful, rewarding careers....  ...opportunities Backing of a respected financial services organization Meaningful work helping... 
    Permanent employment

    Vista Wealth Solutions

    Allentown, PA
    3 days ago
  •  ...families, and closely held business owners as part of a broader financial services environment. The position is responsible for delivering...  ...and planning support while working closely with advisory professionals to integrate tax strategy into overall financial outcomes.... 
    Full time
    Work at office
    Local area

    Liberty Personnel Services, Inc.

    Allentown, PA
    26 days ago
  • $150k - $175k

     ...the lives of our clients through comprehensive financial planning and intelligent investment management....  ...driven by a desire to give clients a personalized service experience with our distinct combination of professional excellence and a friendly, relatable work style.... 
    Temporary work
    Work at office
    Local area
    Remote work

    Modera Wealth Management

    Allentown, PA
    4 days ago
  •  ...Are We Looking For?CAPTRUST is seeking a Financial Advisor Relationship Manager to help...  ...while increasing direct communication and service responsibilitiesExecute Client Service:...  ...services softwareStrong work ethic, professional demeanor, and client service focusGood... 
    Temporary work
    Local area
    Flexible hours

    Captrust

    Allentown, PA
    4 days ago
  •  ...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...  ...all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life... 
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Allentown, PA
    1 day ago
  •  ...our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients... 
    Immediate start
    Afternoon shift

    Chase

    Allentown, PA
    4 days ago
  •  ...differentiated client experience from acquisition through onboarding and servicing. Proactive lead management and referral generation--...  ...to meet their needs. Educates clients on options for managing financial transactions by leveraging technology, tools and resources.... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Shift work

    PNC Financial Services Group

    Allentown, PA
    2 days ago
  •  ...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 share of... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Shift work

    PNC Financial Services Group

    Whitehall, PA
    5 days ago
  • $20.67 - $31.25 per hour

     ...guidance and solutions to assist in client's financial wellness both in person and through...  ...we can have on their day, personally, professionally, and financially.Listen for clues for...  ...sales is more important than financial services experience. KeyBank provides the tools... 
    Hourly pay
    Day shift

    KeyCorp

    Emmaus, PA
    2 days ago
  •  ...provide highly personalized, world-class service while managing clients' banking and...  ...Achieved: (Requirements) ~5+ years of financial services experience, with demonstrated...  ...exceptional responsiveness, service, professionalism, and follow-through. Develop and maintain... 
    For contractors

    DLP Bank

    Allentown, PA
    1 day ago
  • $50k - $100k

     ...boutique recruitment agency representing elite clients in the financial services sector. On behalf of our client—a prominent wealth...  ...direct-hire, joint-work position designed to pair a developing professional with an established, top-producing team. Position... 
    Full time
    Local area

    Strategic People Advisors

    Allentown, PA
    a month ago
  •  ...Merrill Advisor Development Program - Financial Advisor Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest... 
    Interim role
    Work at office
    Local area
    Immediate start
    Shift work
    Day shift

    Bank of America

    Allentown, PA
    2 days ago
  • $90k - $150k

     ...Boutique Independent RIA seeks an Associate Financial Advisor to collaborate with a team of...  ...comprehensive financial planning services to high net worth and ultra high net worth...  ...supported by a robust client service team and professional management Excellent career growth... 
    Full time
    Work at office

    GemHarvest Executive Recruiting

    East Texas, PA
    1 day ago
  •  ...entire audit process including support in regulatory and third-party audits. The Auditor responsibilities encompass Sharp Packaging Services, LLC commercial US facilities (Allentown, Conshohocken, and Macungie). The impact of decisions relating to customer interface,... 

    Sharp Corporation

    Allentown, PA
    4 days ago
  • DescriptionThe Controller serves as the senior financial and administrative leader for a mid-sized manufacturer and is responsible for the overall financial, operational and administrative support of the organization. Reporting directly to the President, this position provides... 
    Temporary work
    Local area

    Robert Half

    Allentown, PA
    1 day ago
  • $50k - $70k

     ...experiences. Compensation: $50,000.00 - $70,000.00 per year Do you want a career and not just a job? This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We are an established, growth-... 
    Full time
    For contractors
    Work at office

    Christine Moscaritolo - State Farm Agent

    Allentown, PA
    3 days ago
  •  ...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...  ...informed financial decisions. This role is well suited for professionals who aspire to build a long-term career in financial... 
    Temporary work
    Work experience placement
    Immediate start

    Wells Fargo

    Allentown, PA
    5 days ago
  •  ...the learning accreditation and education services industry, is seeking a Staff Accountant...  ...opportunity for an accounting professional who enjoys working in a mission-driven...  ...broad exposure to general accounting, financial reporting, and month-end close activities... 
    Permanent employment
    Work at office
    Local area
    Work from home
    Flexible hours

    Jobot

    Fountain Hill, PA
    3 days ago
  •  ...package! Position Summary: We're looking for talented mortgage professionals to join our team! Quaint Oak Mortgage is a Quaint Oak Bank Company, a local bank providing more than 95 years of service to the community. Through thoughtful communication, business expertise... 
    Local area
    Remote work
    Flexible hours

    Quaint Oak Bank

    Allentown, PA
    2 days ago
  •  ...and delivering extraordinary customer service. You are energetic and enthusiastic as...  ...relationships with our customers, using your financial knowledge to offer thoughtful solutions...  ...degree or military equivalent Professional, thorough, and organized with strong follow... 
    Immediate start
    Afternoon shift

    JPMorgan Chase

    Allentown, PA
    5 days ago
  • $78k

     ...time zones) Full-Time | Mid-Level | IT Financial Management | Utilities / Energy Sector...  ...management, or cost reporting for cloud services, this could be the perfect opportunity....  ...This position is especially valuable for professionals with expertise in IT finance,... 
    Full time
    Temporary work
    Work at office
    Immediate start
    Remote work
    Work from home
    Flexible hours

    HTSS Inc

    Allentown, PA
    3 days ago
  •  ...our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients... 
    Afternoon shift

    JPMorgan Chase

    Allentown, PA
    4 days ago
  •  ...exception of an occasional weekend during financial closing process when necessary to close...  .... The Senior Accountant is a professional level position whose essential responsibility...  ...more than 23,000 employees providing services at 16 campuses and 350+ outpatient sites... 
    Full time
    Work experience placement
    Local area
    Remote work
    Work from home
    Flexible hours

    St. Luke's Hospital

    Allentown, PA
    5 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Services Professional. Be the first to apply!