Job Title: Remote Insurance Sales Agent Location: Remote (Work from Anywhere) Our Story: A Commitment to Empowerment At Chung Financial Group, a proud member of Symmetry, our mission is clear: we are here to empower independent insurance agents to create meaningful lives through balance and success....
Linda DeSpain - State Farm Agent is seeking a qualified and empathetic professional for the role of Financial Services Representative – State Farm Agent Team Member. Work with the agent to establish and meet marketing goals. Potential New Agent Bonus of up to $10,000 after 18 Months. ...
Ensure compliance with internal and external accounting standards and financial policies. Strong quantitative financial skills. Advanced understanding of Financial Planning & Analysis concepts, principles and practices. Excellent ability to compile, monitor, and examine financial statements, reports...
The front desk receptionist must be enthusiastic and a quick learner. ...
To give you an idea, our top advisors earn between $75K-$150K in their first year and advisors 5+ years in the business earn on average $650k. None of us came from a finance background! We specialize in mentoring and developing career changers so no financial or sales experience is required. ...
Collect, organize, and maintain financial data and documentation, reconcile obligations and disbursements, and verify accuracy of data in various financial and payment systems. Perform and conduct data collection and analysis, including business case analysis, analysis of alternatives, cost-benefit ...
The ideal candidate will deliver personalized investment and financial planning solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. Provide financial planning su...
Equitable Advisors, LLC, (NY, NY 212-314-4600) member FINRA, SIPC (Equitable Financial Advisors in MI & TN) // Equitable Network, LLC // Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc. We have a passion to...
Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc. Equitable Advisors is a lead...
As a seasoned financial professional, you possess a deep understanding of financial markets and excel in simplifying complex concepts for clients. Our client, a national leader in the broker dealer space, seeking Private Wealth Advisors to join their branches throughout the. No longer spending count...
The Financial Advisor will be responsible for growing a client base through financial planning, retirement planning, business strategies, asset protection, and providing investment advice. Austin, TX, is committed to providing innovative financial strategies that empower clients to take control of t...
Financial Advisor at Pontem Financial. We are seeking a seasoned Financial Advisor with a profitable book of business, ideally generating between $180,000 and $200,000 in total gross revenue (TGR). Sign the Advisor Agreement, acknowledging the payment structure within the Pontem grid. Proven experie...
Financial Representative/ Financial Advisor - Northwestern Mutual Wealth Management Company. Our advisors help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solution...
While our competitors value their profits over their advisors, our mission is to put the education of our advisors first. At many financial services firms, the advisor’s only job is to grow the amount of assets under management. Is the financial advisor role for everybody? Absolutely not. The Fitzpa...
The agent will then call, qualify, and set up the appointments to meet with them over the phone or through zoom and help them apply for the insurance policy. We sell simplified issue life insurance to homeowners concerned about making their mortgage payments if something happens to them (death, disa...
Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline their future aspirations, and offer the necessary ...
Family Dollar - 2500 N CLEVELAND STREET [Retail Associate / Cashier / Team Member] As a Customer Service Representative at Family Dollar, you will: Be responsible for providing exceptional service to customers; Greet customers and assist them with selection of merchandise; Complete cash register tra...
Sell Life Insurance and Property/Casualty Insurance products. Requirements of Insurance Agent. The Texas Farm Bureau Insurance Companies have been providing a comprehensive range of insurance products and services to members of Texas Farm Bureau since the early 1950s. Vehicle, home, farm, life and h...
Organize and manage the routine work activities of the reception area, and provide clerical services as required.Proficient skills in typing, word processing, and file maintenance.Effective communication and interpersonal skills.Ability to use personal computer and software to develop spreadsheets a...
Spa Front Desk Receptionist- HIRING ASAP Do you have a passion for helping people? Can you learn and implement new computer technologies? Can you work well and thrive in a fast-paced team environment? If yes, we want to get to know you! We are The Inspire People/Massage Heights San Antonio loo...
The Receptionist is responsible for greeting visitors, maintaining client logs, answering and routing calls, responding to internal and external inquiries, and distributing accurate information. ...
As a Customer Service Representative, you'll support TurboTax customers with product and software inquiries, including downloading, logging in, basic navigation, importing documents, printing, filing, and fundamental tax questions. As a CSR, you'll play a crucial role in ensuring our customers have ...
The responsibilities and tasks of the Customer Service Representative consist of: Understanding clients’ products to properly explain services and benefits to consumers and answer any questions so they get what they genuinely need Keeping a record of customer interactions, processed orders, an...
As a Financial Consultant, you will listen and engage with our clients with an empathetic ear and consult with them in their quest for financial freedom. Strategic is looking for Financial Consultants to join our family of highly motivated, fun-loving individuals who care for one another and for our...
As an Oracle Financial Application Analyst, candidate would be expected to have:. ...