financial services agent

State Farm

<div><div><div><b>Benefits:</b></div>
<ul><li>Health Insurance Stipend</li>
<li>Simple IRA</li>
<li>Bonus based on performance</li>
<li>Competitive salary</li>
<li>Flexible schedule</li>
<li>Opportunity for advancement</li>
<li>Paid time off</li>
<li>Training &amp; development</li>
</ul></div><div><div><b>ROLE DESCRIPTION:</b><br>
As a Financial Services Representative - State Farm Agent Team Member with Lance Kirtley - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of insurance products reinforces your sales-minded and consultative approach to educating customers on their options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
<br>
<br>
<b>RESPONSIBILITIES:</b>
</div><ul><li>Generate leads and actively pursue new business opportunities.</li>
<li>Educate clients about insurance products and recommend appropriate coverage options.</li>
<li>Foster strong client relationships through regular follow-ups and proactive communication.</li>
<li>Maintain accurate client records and manage policy updates efficiently.</li>
</ul><div><b>QUALIFICATIONS:</b></div>
<ul><li>Excellent communication and relationship-building abilities.</li>
<li>Experience in sales or customer service preferred.</li>
<li>Goal-oriented and motivated by achieving measurable results.</li>
<li>Ability to manage multiple priorities and work effectively in a fast-paced environment.</li>
<li>Life/Health insurance license (required).</li></ul></div></div>

Financial Services Representative - State Farm Agent Team Member

New York Life

<div><p><b>We&rsquo;re looking for experienced financial professionals to join our team dependable team.</b></p>
<p>
Whether you&rsquo;re looking for a change or seeking to align with a more stable firm, and you have a passion for insurance and investments, then there&rsquo;s no better place to work than New York Life Insurance Company. So if you&rsquo;re interested in new market opportunities, expanding your products and services, or giving your clients greater peace of mind, we can help.</p>
<p><b>
We are dedicated to prudent financial management and impeccable service.</b></p>
<p>
New York Life and its affiliates are dedicated to prudent financial management, high-quality products, and impeccable service. Our financial professionals help clients develop a long-term financial strategy to achieve their financial goals using an array of financial products and services, including life insurance, annuities, and mutual funds. When you join our team, we help you build your practice and assist those in your community plan for their financial futures. We&rsquo;re looking for people who possess the following characteristics:</p>
<p>
Highly self-motivated and self-disciplined with the ability to work effectively and independently.</p>
<p>
Outgoing personality with the ability to develop relationships (i.e., &ldquo;People Person&quot;) and a sincere desire to help others.</p>
<p>
Fearless, positive attitude and willingness to be accountable for results.</p>
<p>
Organized, detail-oriented, and excellent time-management skills.</p>
<p>
Desire for continuous learning.</p>
<p>
Good communicator&mdash;you have excellent listening skills and the ability to explain complex information in a simple and concise manner.</p>
<p><b>
Why New York Life?</b></p>
<p>
From quality training programs to a competitive compensation package, we offer tremendous support to our financial professionals. Our dedicated teams at the General Office and the Corporate Office help our agents make a real impact for their customers and communities.</p>
<p>
Our extensive, agent-focused resources include:</p>
<p>
Our NYLIC University training program, designed to provide career-long support and growth for those interested in the management career path.</p>
<p>
The Professional Alliance Program, which helps you strengthen existing relationships with attorneys, accountants, and other financial professionals by being able to share commissions on client referrals that lead to sales.</p>
<p>
Our Advanced Planning Group, Eagle Strategies for qualifying agents who are also Registered Representatives, and the Nautilus Group for qualifying agents, are three highly-skilled teams providing advanced markets support.</p>
<p>
Dedicated underwriters who work diligently on cases.</p>
<p>
Committed managers who are dedicated to helping you succeed.</p>
<p>
A team of highly-trained and experienced product consultants to support your client acquisition needs.</p>
<p>
Significant income potential.</p>
<p>
Competitive benefits.</p>
<p><b>
We are among the strongest and most respected financial companies in America today, ranking #71 on the 2019 Fortune 100 list.</b></p>
<p>
We are among the strongest and most respected financial companies in America today, ranking #71 on the 2019 Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any life insurer from the major ratings agencies such as Standard &amp; Poor&rsquo;s (AA+); A.M. Best (A++); Moody&rsquo;s (Aaa); and Fitch (AAA). For 65 consecutive years we have led the way in the industry with the most US members of the Million Dollar Round Table, the standard of excellence for life insurance sales performance in the insurance and financial services industry.</p><br>
<p></p>
<p>
New York Life is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity</p>
<p>
SMRU 1827569 (Exp. 7/1/20)</p></div>

Financial Advisor/ Insurance Professional (Experienced)

<div><div><div><b>Benefits:</b></div>
<ul><li>401(k)</li>
<li>Bonus based on performance</li>
<li>Competitive salary</li>
<li>Flexible schedule</li>
<li>Health insurance</li>
<li>Opportunity for advancement</li>
<li>Paid time off</li>
<li>Training &amp; development</li>
</ul></div><div><div><b>Position Overview:</b></div>
<div>Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products.</div>
<div></div>
<div><b>Responsibilities:</b></div>
<ul><li>Establish customer relationships and follow up with customers, as needed.</li>
<li>Use a customer-focused, needs-based review process to educate customers about insurance options.</li>
<li>Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.</li>
</ul><div><b>Requirements:</b></div>
<ul><li>Interest in marketing products and services based on customer needs</li>
<li>Excellent communication skills - written, verbal and listening</li>
<li>People-oriented</li>
<li>Detail oriented</li>
<li>Proactive in problem solving</li>
<li>Able to learn computer functions</li>
<li>Ability to work in a team environment</li>
</ul> <div>If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.<br>
 <br>
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents&rsquo; employees are not employees of State Farm.</div></div></div>

Account Associate - State Farm Agent Team Member

<div><div><div><b>Benefits:</b></div>
<ul><li>Bonus based on performance</li>
<li>Competitive salary</li>
<li>Flexible schedule</li>
<li>Opportunity for advancement</li>
<li>Paid time off</li>
<li>Training &amp; development</li>
</ul></div><div><div><b>ROLE DESCRIPTION:</b><br>
As a Insurance and Financial Services Position - State Farm Team Member with Roberta Storm - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
<br>
<br>
<b>RESPONSIBILITIES:</b>
</div><ul><li>Consult customers on financial planning, investment options, and life/health insurance coverage.</li>
<li>Identify customer needs and present tailored insurance solutions.</li>
<li>Proactively generate and follow up on leads to drive new business.</li>
<li>Conduct financial reviews and recommend appropriate products.</li>
<li>Maintain compliance with financial regulations.</li>
</ul><div><b>QUALIFICATIONS:</b></div>
<ul><li>Active Life &amp; Health license (required or ability to obtain quickly)</li>
<li>FINRA Series 7 and 63 licenses preferred</li>
<li>Previous experience in financial services and/or insurance</li>
<li>Strong communication and analytical skills</li>
<li>Professional, trustworthy, and customer-focused demeanor</li></ul></div></div>

Insurance and Financial Services Position - State Farm Team Member

<div><div><div><b>*Seeking Currently Licensed Applicants*</b><br>
<br>
<b>About Our Agency:</b><br>
Our Agency has been a part of the Tempe, AZ community since 2007. Sharon has over 26 years with State Farm. Our office has qualified for President&rsquo;s Club, Chairman&rsquo;s Circle, Million Dollar Round Table and Ambassador Club - which makes us an attractive team to join!! We incorporate Arizona State University interns into our business model which creates a vibrant team atmosphere making it super successful for team members who have selected insurance as their career. The team creates a culture of working together to achieve agency goals making it easier for everyone. Come be a part of our team &ndash; we would love to have you join in!!<br>
<br>
<b>Position Overview</b>
</div><div>Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products.<br>
</div><div><b>Responsibilities</b></div>
<ul><li>Establish customer relationships and follow up with customers, as needed.</li>
<li>Use a customer-focused, needs-based review process to educate customers about insurance options.</li>
<li>Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.</li>
</ul><div><b>As an Agent Team Member, you will receive...</b></div>
<ul><li>401K</li>
<li>Salary plus commission/bonus</li>
<li>Health benefits</li>
<li>Paid time off (vacation and personal/sick days)</li>
<li>Flexible hours</li>
<li>Growth potential/Opportunity for advancement within my agency</li>
<li>Hiring Bonus</li>
</ul><div><b>Requirements</b></div>
<ul><li>Interest in marketing products and services based on customer needs</li>
<li>Excellent communication skills - written, verbal and listening</li>
<li>People-oriented</li>
<li>Detail oriented</li>
<li>Proactive in problem solving</li>
<li>Able to learn computer functions</li>
<li>Ability to work in a team environment</li>
</ul><div>If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.<br>
</div><div>This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents&rsquo; employees are not employees of State Farm.</div></div></div>

Customer Relations Representative - State Farm Agent Team Member

World Finance

<div>World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek&rsquo;s Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We&rsquo;re an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you&rsquo;re the face of World Finance &ndash; empathizing, empowering, and engaging with our customers.<p></p><p>
The primary responsibility of the Financial Services Representative is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture.</p><p></p><p><b>
Hourly Pay: $15 - $19</b></p><p></p><p><b>
What you&rsquo;ll do:</b></p><ul><li>
Guide customers toward upward credit mobility through good financial choices.</li><li>
Provide top-tier customer service, assisting customers with questions, concerns, and products.</li><li>
Process and prepare loan applications.</li><li>
Take and process payments.</li><li>
Prepare loan documents and execute loan closing on current renewal loans.</li><li>
Balance assigned cash drawer daily.</li><li>
Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank.</li><li>
Maintain strong customer relationships and build community within your branch.</li><li>
Other duties include but are not limited to:<ul><li>
Call approved and unmade applications to close loans daily.</li><li>
Help build tax clientele and provide tax services.</li><li>
Send complete and accurate credit denial letters within 30 days from the date of application.</li><li>
Pay branch expenses as instructed by Branch Manager.</li></ul></li></ul><p></p><p><b>
Experience (and Requirements) that will WOW us!</b></p><ul><li>
Must be able to demonstrate self-confidence and organizational skills.</li><li>
A history of choosing kindness, showing compassion, and helping others.</li><li>
The willingness to seek quality-driven solutions and embrace new ideas.</li><li>
Absolute team player &ndash; pitching in when needed and accepting help, too.</li><li>
To perform this job successfully, an employee must have basic computer skills.</li><li>
A valid driver&rsquo;s license &amp; access to a dependable vehicle.</li><li><h3 class="jobSectionHeader"><b>
Must possess a valid driver&rsquo;s license &amp; reliable transportation to</b><b> </b><b>independently transport bank deposits and fulfill other required job responsibilities.</b></h3></li></ul><p></p><p><b>
Why World?</b></p><ul><li>
We hire from within: we want to see you grow and climb in this company.<ul><li>
Each year, we promote 80% of Financial Services Reps to management.</li><li>
75% of World&rsquo;s Operations Executives moved up from a similar role.</li></ul></li><li>
We pay you to give back: employees get paid volunteer hours each year.</li><li>
Health, dental, vision, and life insurance are available to full time team members the 1st of the month following 30 days.</li><li>
Paid holidays, vacation time, and a 401(k) plan (including company match).</li><li>
Be part of a team with clear values, strong community, and a sense of belonging.</li><li>
We&rsquo;ll get you home for dinner: your life outside of work is priority #1</li><li>
You&rsquo;ll make a positive impact on the lives of the customers you serve.</li></ul><p></p><p><b>
Who is World?</b></p><p>
Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually &ndash; turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care.</p><p></p><p><b>
Physical Demands and Working Conditions:</b></p><ul><li>Frequently stationary with regular movement throughout the office; occasional climbing, kneeling, bending, twisting, and reaching.</li><li>Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force (e.g., opening file drawers).</li><li>Requires regular use of vision, hearing, fine motor skills, and verbal/written communication.</li><li>Fast-paced, high-demand environment with shifting priorities and tight deadlines; requires professionalism, multitasking, adaptability, and collaboration.</li><li>Occasional local travel; may include extended hours, evenings, or weekends.</li><li>Standard indoor office setting with shared workspace, typical noise, lighting, and temperature.</li><li>Frequent customer and coworker interaction; must communicate clearly and professionally in person, by phone, and electronically.</li><li>Regular, reliable attendance and punctuality are essential.</li></ul><p></p><p><b><br>
Disclaimers:</b><br>
Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship.</p><p></p><p><br>
Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. The employer reserves the right to modify, assign, or reassign duties, responsibilities, and activities at any time with or without notice as needed to meet business needs.</p><p></p><p>
It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.</p></div>

Financial Services Representative

ARAG SE

Weshalb Du bei uns genau richtig bist? Weil wir für Dich nicht nur viele spannende Aufgaben haben, sondern vor allem eine echte Mission: Wir helfen Menschen! Mit Deinen besonderen Fähigkeiten leistest Du einen Beitrag, dass wir für unsere Kund:innen da sein können. Wenn mal etwas passiert und wenn möglich, auch schon vorher. Entfalte Deine Stärken in einem international erfolgreichen . klicken sie bewerben, für die volle Stellenbeschreibung

Ausbildung Zum/r Kaufmann/-frau Für Versicherungen Und Finanzanlagen (m/w/d)

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