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 2 days ago
Similar jobs that could be interesting for youBased on the Financial Protection Advisor in Covington, KY vacancy
  • A member-owned financial institution located in Florence, KY, seeks a Relationship Consultant to actively engage with members. In this role, you'll assess individual financial needs and guide members towards GECU services, ensuring a high standard of customer service. Key... 
    Suggested

    General Electric Credit Union

    Florence, KY
    4 days ago
  • WesBanco is seeking a Financial Advisor responsible for managing securities production goals and providing investment counseling to clients in Newport, KY. This role involves establishing client relationships, ensuring compliance with regulatory policies, and mentoring... 
    Suggested

    WesBanco

    Newport, KY
    3 days ago
  • First Commonwealth Bank in Cincinnati is hiring a Teller to enhance customer relationships and ensure operational compliance. This role emphasizes customer service, sales skills, and personal development, with responsibilities including transaction processing and relationship...
    Suggested

    First Commonwealth Bank

    Cincinnati, OH
    3 days ago
  • A global leader in water, hygiene, and energy technologies is seeking a Brand Protection Advisor in Cincinnati, OH. This role involves conducting on-site evaluations and delivering coaching to elevate food safety, workplace safety, and operational excellence. Candidates... 
    Suggested
    Night shift

    Ecolab

    Cincinnati, OH
    3 days ago
  • Law Business Research is seeking a Financial Analyst for the Intelligence Americas division located in Erlanger. The role entails supporting the Senior Finance Business Partner with strategic insights and data-driven recommendations affecting business performance. The ideal... 
    Suggested

    Law Business Research

    Erlanger, KY
    1 day ago
  •  ...Financial Relationship Banker Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals. Our branch colleagues have an opportunity to share ideas and voice opinions... 
    Full time
    H1b
    Work at office
    Remote work
    Work from home
    Flexible hours

    Huntington

    Florence, KY
    4 days ago
  •  ...expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative conversations...  ..., gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.... 
    Temporary work
    Work at office
    Night shift
    Weekend work

    Truist Inc

    Crescent Springs, KY
    4 days ago
  • Skylight Financial Group, located in Cincinnati, seeks an Advisor to deliver personalized financial solutions and help clients achieve their long-term financial goals. This role offers comprehensive training, benefits like medical and 401k, and a supportive environment... 

    Skylight Financial Group

    Cincinnati, OH
    3 days ago
  • $61k - $119k

    Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve...  ...that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    Cincinnati, OH
    3 days ago
  • Eric Mayer - State Farm Agent in Cincinnati, OH is looking for a Financial Services representative responsible for enhancing customer relationships and providing insurance solutions. In this role, you will prospect new business accounts and assist customers through their... 
    Flexible hours

    Eric Mayer - State Farm Agent

    Cincinnati, OH
    3 days ago
  • **Join Equitable Advisors: A Pathway to Possibilities and Positive Impact** Are you ready to make a real difference in people's lives...  ...Products and Services Consultation: Educate clients on our diverse financial products and services, demonstrating how these solutions can... 
    Work experience placement
    Local area
    Remote work
    Flexible hours

    Equitable Advisors

    Cincinnati, OH
    4 days ago
  • $60k - $120k

    FINANCIAL ADVISOR (ENTRY-LEVEL) - FINANCIAL PLANNER | WEALTH MANAGEMENT TRAINEE | INSURANCE AND INVESTMENT REPRESENTATIVE LOCATION: Remote...  ...receive consideration for employment without regard to any protected characteristic in accordance with applicable federal, state,... 
    Full time
    Traineeship
    Work at office
    Local area
    Remote work
    Flexible hours

    Wisepath Financial Group

    Cincinnati, OH
    3 days ago
  • A leading financial services company in Cincinnati is seeking an Entry-Level Financial Advisor who will help clients achieve financial security. Responsibilities include building client relationships, providing tailored financial advice, and participating in a comprehensive... 

    Northwestern Mutual

    Cincinnati, OH
    13 hours ago
  •  ...America Regional Recruiter @ Modern Woodmen of America Launch your financial services career with an organization that positively impacts...  ...provide financial guidance and products to help members protect their families and their futures. Our products help fund member... 
    Full time
    Local area

    Modern Woodmen of America

    Covington, KY
    3 days ago
  • The Commas Financial Advisor is a CFP® professional who owns and leads a defined group of client relationships. This is a hands‑on, client‑facing role. You are responsible for guiding clients through financial decisions, leading meetings, and ensuring consistent follow‑... 
    Work at office

    Truepoint Wealth Counsel

    Cincinnati, OH
    1 day ago
  • A financial services firm located in Cincinnati is seeking a highly motivated Financial Advisor to provide comprehensive financial planning and investment management services. The ideal candidate will have 3-5 years of experience, active licenses, and a strong understanding... 

    The Misch Group

    Cincinnati, OH
    1 day ago
  • Skylight Financial Group, one of the region's largest financial planning firms, provides financial...  ...with over $600 billion in assets. As an Advisor, you will be creating a comprehensive...  ...education, prepare for retirement, protecting themselves from the risks of life and increasing... 
    Immediate start

    Skylight Financial Group

    Cincinnati, OH
    4 days ago
  • A financial services firm in Cincinnati is looking for a Financial Services Advisor to work with clients on their financial goals. This role offers the flexibility of hybrid or remote work and is suitable for individuals from entry-level to experienced backgrounds. Duties... 
    Remote job

    Atlasfinancialsolutions Co

    Cincinnati, OH
    1 day ago
  • We are seeking a motivated and client-focused Financial Advisor to join our team. In this role, you will build and manage relationships with clients, providing personalized financial planning and investment advice. You will have access to industry-leading tools, a strong... 

    WestPoint Financial Group

    Cincinnati, OH
    3 days ago
  • A leading financial planning firm is looking for an Advisor in Cincinnati, Ohio. In this role, you will support financial professionals and assist in developing client relationships. The firm provides a supportive environment, avoiding the commission-only model. Candidates... 

    MassMutual

    Cincinnati, OH
    4 days ago
  • Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. Responsibilities... 
    Work at office
    Flexible hours

    Bankers Life

    Cincinnati, OH
    1 day ago
  •  ...certifications. We've been helping clients achieve financial security for over 160 years. We are...  ...Planning Analysis -Asset & Income Protection - Education Funding - Investment & Advisory...  ...and help map a path to meet them. • Advisors help clients to achieve and maintain financial... 
    Full time
    Contract work
    Work experience placement
    Internship
    Work at office
    Monday to Friday

    Northwestern Mutual

    Cincinnati, OH
    3 days ago
  • A leading financial institution is seeking a Financial Advisor in Cincinnati to enhance member relationships through holistic planning. The role involves advising on investments, insurance, and estate planning, while also conducting reviews and educational workshops for... 

    TruPartner Credit Union

    Cincinnati, OH
    3 days ago
  • Who We Are At Corebridge Financial, we believe action is everything. That’s why every day...  ...years of experience working as a Financial Advisor.* A proven and successful sales track...  ...neurodivergence, age, veteran status, or any other protected characteristic. The Company is also... 
    Local area
    Immediate start
    Remote work
    Relocation

    Corebridge Financial, Inc.

    Cincinnati, OH
    2 days ago
  • A major financial institution in Cincinnati seeks a financial advisor to provide comprehensive financial advice and customized solutions to clients. Responsibilities include assisting clients with their financial goals, recommending brokerage products, and managing client... 
    Monday to Friday

    Bank of America

    Cincinnati, OH
    1 day ago
  • Financial Advisor Job Summary: We are seeking a highly motivated and experienced Financial Advisor to join our growing team in Cincinnati. The ideal candidate will provide comprehensive financial planning and investment management services to clients, building and maintaining... 

    The Misch Group

    Cincinnati, OH
    3 days ago
  • Northwestern Mutual in Cincinnati is looking for College Financial Representatives in an internship program designed to cultivate financial planning skills. You will gain hands-on experience, engage with potential clients, and develop a professional network while attending... 
    Full time
    Internship
    Flexible hours

    UNAVAILABLE

    Cincinnati, OH
    3 days ago
  • A leading financial advisory firm in Cincinnati is seeking an experienced Financial Advisor to lead client relationships and provide fiduciary guidance. You will manage meetings, deliver personalized financial advice, and contribute to team initiatives. The ideal candidate... 

    Truepoint Wealth Counsel

    Cincinnati, OH
    1 day ago
  • Job Title: Financial Services Advisor (Entry-Level to Experienced) Location: Cincinnati, Ohio (Hybrid / Remote Options Available) About Us Atlas...  ...helping individuals, families, and business owners build, protect, and scale their financial future. We specialize in... 
    Full time
    Part time
    Remote work
    Flexible hours

    Atlasfinancialsolutions Co

    Cincinnati, OH
    2 days ago
  • Inner Circle Agency Inc. is seeking a Senior Financial Advisor to manage high-net-worth client relationships and deliver comprehensive financial planning. With a focus on collaboration and client-first service, the ideal candidate will have over 10 years of experience,... 
    Full time
    Work at office

    Inner Circle Agency Inc.

    Cincinnati, OH
    1 day ago

Do you want to receive more vacancies?

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