Current jobs related to Financial Representative - Charleston - Western & Southern Financial Group

  • Financial Services Representative

    1 week ago

    Charleston, South Carolina, United States Global Financial Impact - Marco Esquivel Full time

    Job DescriptionFinancial Services Representative - Global Financial ImpactA financial professional who helps clients and business achieve their financial goals by providing advice and solutions. They act as a liaison between clients and financial institutions and have a thorough understanding of financial products and services such as, insurance and...

  • Associate Financial Representative

    1 month ago

    Charleston, West Virginia, United States Modern Woodmen of America Full time

    {"title": "Financial Representative Opportunity", "content": "OverviewModern Woodmen of America is seeking a motivated and driven individual to fill the role of Financial Representative. This position offers a unique opportunity to partner with a respected local business and work alongside experienced professionals.ResponsibilitiesWork with current or new...

  • Senior Financial Consultant

    2 weeks ago

    Charleston, West Virginia, United States Stone Press Financial Group Full time

    Job DescriptionStone Press Financial Group is seeking a highly skilled Financial Planning Specialist to join our team. As a key member of our team, you will be responsible for providing expert financial guidance to our clients, helping them achieve their financial objectives and goals.Key Responsibilities:Conduct in-depth financial assessments to determine...

  • Financial Services Professional

    2 weeks ago

    Charleston, West Virginia, United States Stone Press Financial Group Full time

    About Stone Press Financial GroupWe're a growing company that empowers our advisors to drive their careers and make a meaningful impact in people's lives. Our culture values discipline, excellence, and a commitment to keeping promises to our clients and each other.We're seeking entrepreneurial candidates who share our values and are motivated to help their...

  • Financial Services Representative

    1 month ago

    Charleston, West Virginia, United States Western & Southern Life Full time

    Job Title: Financial RepresentativeJob Summary:The Financial Representative is responsible for meeting the middle-income client needs for risk protection, financial security, and wealth creation. This role involves educating clients, analyzing their needs, and recommending solutions in an ethical and client-focused manner.Key Responsibilities:Market...

  • Financial Services Representative

    1 month ago

    Charleston, West Virginia, United States Western & Southern Life Full time

    Job Title: Financial RepresentativeJob Summary:The Financial Representative is a key role at Western & Southern Life, responsible for meeting the financial needs of middle-income clients. This involves educating clients, analyzing their needs, and recommending tailored solutions in an ethical and client-focused manner.Responsibilities:Market Development:...

  • Financial Services Representative

    3 weeks ago

    Charleston, West Virginia, United States First Citizens Bank Full time

    Job SummaryWe are seeking a highly motivated and results-driven Financial Services Representative to join our team at First Citizens Bank. As a key member of our branch team, you will be responsible for building and expanding banking relationships through proactive customer outreach and service delivery.Key ResponsibilitiesProactively engage with customers...

  • Customer Service Representative

    2 weeks ago

    Charleston, West Virginia, United States Western & Southern Financial Group Full time

    Job SummaryWe are seeking a highly skilled Customer Service Representative to join our team at Western & Southern Financial Group. As a key member of our customer support team, you will be responsible for providing timely and courteous service to internal and external clients by researching, analyzing, and resolving service requests and complaints.You will...

  • Insurance Sales Representative

    2 weeks ago

    Charleston, West Virginia, United States Wagner Insurance and Financial Services Full time

    Job SummaryWe are seeking a highly motivated and customer-focused individual to join our team as an Insurance Sales Representative. As a key member of our sales team, you will be responsible for establishing and maintaining strong relationships with our customers, identifying their insurance needs, and providing personalized solutions to meet those needs.Key...

  • Financial Services Representative

    1 week ago

    Charleston, South Carolina, United States Bank of South Carolina Full time

    Job DescriptionThe Bank of South Carolina is dedicated to providing exceptional customer service and financial solutions. As a Personal Banker, you will play a key role in helping customers achieve their financial goals.Key Responsibilities:Assist customers with banking needs, including account management and transactions.Recommend and explain banking...

  • Financial Services Professional

    3 days ago

    Charleston, United States Bankers Life Full time

    Financial Services Professional - Hybrid Experience Location: Charleston, SC, United States Job Category: Financial Representative Posted: 13-Jul-2023 Job Description Bankers Life®, one of the most respected companies in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives....

  • Financial Manager

    2 weeks ago

    Charleston, South Carolina, United States South Carolina Coastal Conservation League Full time

    Job SummaryThe South Carolina Coastal Conservation League is seeking a highly skilled Financial Manager to oversee the financial management of the organization. This role involves managing day-to-day financial operations, preparing financial statements, maintaining accurate financial records, and supporting the organization's budgeting and grant reporting...

  • Financial Advisor

    4 weeks ago

    Charleston, United States Northwestern Mutual Full time

    Our district in Charleston, SC is seeking a highly motivated and driven individual to join our team as a Financial Advisor at Northwestern Mutual. As a Financial Advisor, you'll work collaboratively with other professionals to provide comprehensive and innovative financial planning services to clients. Responsibilities:Build and maintain long-term...

  • Life Insurance Sales Professional

    2 weeks ago

    Charleston, West Virginia, United States Karlo Financial Full time

    Job OverviewAs a Remote Life Insurance Sales Representative at Karlo Financial, you will play a crucial role in helping individuals and families secure their financial futures. This is an exciting opportunity for motivated individuals who are passionate about sales, financial protection, and building lasting relationships.Key Responsibilities:Connect with...

  • Insurance Sales Professional

    3 weeks ago

    Charleston, West Virginia, United States Alchemy Financial Group Full time

    About the Insurance Sales Representative PositionWe are seeking a highly motivated Insurance Sales Representative to join our team at Alchemy Financial Group. As a key member of our sales team, you will play a crucial role in expanding our business by identifying new sales opportunities and building strong relationships with our clients.Key...

  • Business Development Representative

    2 weeks ago

    Charleston, South Carolina, United States Spieldenner Financial Group Full time

    Job OverviewSpieldenner Financial Group is a leading insurance organization with a strong focus on agent success. Our key objectives include efficient payment processing, cost minimization, and providing agents with the necessary training and support to achieve their goals.Key Responsibilities:Appointment Setting: 6-8 hours per week: contacting potential...

  • Financial Operations Specialist

    2 weeks ago

    Charleston, West Virginia, United States AppleOne Full time

    Job OverviewWe are seeking a highly skilled Financial Operations Specialist to join our team at AppleOne. As a key member of our financial team, you will be responsible for maintaining accurate financial records, processing transactions, and preparing financial statements.Key Responsibilities:Maintain accurate financial records and ledgersProcess accounts...

  • Financial Operations Manager

    4 weeks ago

    Charleston, West Virginia, United States City of Roanoke, Virginia Full time

    About the Position:Job Summary:The City of Roanoke, Virginia is seeking a highly skilled Senior Financial Manager to oversee the day-to-day tasks associated with the administration and operation of professional accounts receivable and accounts payable programs. The successful candidate will supervise, plan, and direct the work of professional and technical...

  • Insurance Agent Representative

    3 weeks ago

    Charleston, West Virginia, United States Bankers Life Full time

    Unlock Your Earning PotentialBankers Life is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. If you have a passion for helping others achieve their financial goals, are a natural networker, enjoy critical thinking, and strive to better your career, then consider this opportunity.Our award-winning training...

  • Area Representative

    2 months ago

    Charleston, West Virginia, United States Fellowship of Christian Athletes Full time

    Job DescriptionThe Fellowship of Christian Athletes (FCA) is seeking a dedicated and passionate individual to serve as an Area Representative. This role is a vital part of our ministry, and we are looking for someone who is committed to spreading the message of God's love and redemption through sports.Key ResponsibilitiesMinisterial Duties: The Area...

Financial Representative

4 months ago

Charleston, United States Western & Southern Financial Group Full time

Organization : NameCHARLESTON WVDefault: Location : CityCHARLESTONOverview The purpose of the Financial Representative is to meet the middle-income client needs for risk protection, financial security, and wealth creation by educating clients, analyzing needs, and recommending solutions in an ethical and client-focused manner. The Financial Representative provides financial solutions to the right people, in the right way, for the right reasons.Responsibilities Identify market(s) and develop appropriate marketing plan. Prospect and network for middle-market clients by identification of qualified names and making initial contacts. Contact and secure appointments with prospective and existing clients for the purpose of sales, conservation and service. Adequately prepare for all appointments through established processes. Conduct all appointments using Western & Southern Life consultative practices and processes. Effectively sell insurance and investment solutions. Effectively plan for and schedule all sales, marketing and service activities for the week and foreseeable future. Market for the purposes of developing the Western & Southern Life brand at the local level. Proactively develop community relationships to cultivate and strengthen presence in target market(s). Maintain personal contact with clients to ensure their evolving financial needs are being met. Engage in activities for continuous professional development of the skills and knowledge to effectively perform the duties of the job. Accurately maintain client and company records, payments, etc., in a timely manner. Operate an automobile during both day and night hours.Qualifications High level of integrity. Strong work ethic and willing to work hours that include weekday evenings and weekend hours. Strong interpersonal, relationship, and influence skills. Effective communication skills including listening, speaking and writing. Ability to analyze client needs, understand financial products, complete collaborative discovery with client, and sell tailored solutions. The ability to influence others to take needed action. Demonstrate personal drive and resilience to achieve goals. Willing and able to network for new clients.Educational Requirements Minimum high school diploma or equivalent; college degree preferred.Computer Skills and Knowledge of Hardware & Software Required Working knowledge of word processing and spreadsheet applications. Working knowledge of Internet and email.Certifications & Licenses (ie, Series 6 & 63, CPA, etc.) Obtain and hold State Life and Health license prior to hire. Obtain and hold the FINRA SIE, Series 6 and Series 63 within one year of employment.Position Demands Access to an automobile and ability to maintain a valid driver's license.