Managing Agent
3 weeks ago
Wise Financial LLC is an independent firm located in Clifton Park, NY, committed to delivering comprehensive and unbiased financial advice. We prioritize building enduring relationships with our clients and providing continuous education and guidance. Our goal is to ensure that clients meet their unique needs, whether they are entering the workforce, starting a new business, planning for retirement, or navigating uncertainties.
This is a full-time hybrid role for a Managing Agent at Wise Financial LLC. The Managing Agent will be responsible for day-to-day tasks related to financial planning, client relationship management, and providing comprehensive advice. The role will be located in Clifton Park, NY, with flexibility for some remote work.
- Experience in financial planning and wealth management
- Knowledge of securities and investment advisory services
- Strong communication and interpersonal skills
- Ability to build and maintain client relationships
- Attention to detail and strong analytical skills
- Proficiency in financial software and tools
- Relevant certifications (e.g. CFP, CFA) are a plus
- Bachelor's degree in Finance, Economics, or related field
-
Insurance Agent/Manager
3 weeks ago
Terrace Park, United States Dorr Agency Full timeJob DescriptionJob DescriptionLooking for your last career stop? Interested in an industry change? Seeking work-life balance?The Dorr Agency is seeking a motivated, coachable licensed and non-licensed agent to join our team. We specialize in helping families and businesses with life, health, and wealth solutions. We utilize a proprietary platform that...
-
Insurance Agent
3 days ago
Overland Park, United States Farm Bureau Financial Services Full timeBeing a Farm Bureau agent is much more than just sales – it’s all about building relationships, being a pillar in your community, making a difference, and helping people protect what matters most to them.As you build and manage your own business, you have the opportunity to educate others about how they can help their family and improve their future....
-
Insurance Agent
4 days ago
Florham Park, United States SYE Insurance Full timeJob DescriptionJob DescriptionWe are seeking a motivated insurance agent with an entrepreneurial spirit to identify and convert sales leads for insurance policies while overseeing a robust portfolio of clients. The successful candidate will have served in a related insurance industry role in which he or she cultivated a pool of prospective clients through...
-
Experienced Real Estate Agent
4 weeks ago
Asbury Park, United States Space & Company Full timeJob DescriptionJob DescriptionSpace and Company, one of the area’s largest owned real estate brokerage firms, is looking to expand our presence. We have offices in Philadelphia, Southern New Jersey and Asbury Park New Jersey. We are GROWING not slowing.The real estate market is constantly changing, and our firm is dedicated to giving our agents the...
-
Auto Insurance Agents, Hourly + Commissions
1 month ago
Huntington Park, United States Saferoad Insurance Services, Inc. Full timeWe require you have experience mainly in auto insurance. Auto Insurance Agent Requirements: Self motivated Good communication skills Positive attitude Professional, ethical and honest Excellent time management and organizational skills Bi-lingual a plus, Spanish Tax preparation experience a plus Auto Insurance Agent Responsibilities: Quoting and selling new...
-
Patent Agent
1 month ago
Menlo Park, California, United States ReCode Therapeutics Full timeWho We Are:ReCode Therapeutics is a clinical-stage genetic medicines company using precision delivery to power the next wave of mRNA and gene correction therapeutics. ReCode's proprietary Selective Organ Targeting (SORT) lipid nanoparticle (LNP) platform enables highly precise and targeted delivery of genetic medicines directly to the organs, tissues and...
-
Sales BDC Agent
1 week ago
Buena Park, United States Sonic Automotive Full timeCompany DescriptionAt Buena Park Honda sources, and support you need to grow and develop professionally. Our 100+ dealerships are concerned with more than moving inventory; they're committed to your success and invested in your future. So read on, and consider a rewarding career with Sonic Automotive, Inc.$17 / hour plus bonus structure*The Esales Agent...
-
Patent Agent
1 week ago
Menlo Park, United States ReCode Therapeutics Full timeWho We Are: ReCode Therapeutics is a clinical-stage genetic medicines company using precision delivery to power the next wave of mRNA and gene correction therapeutics. ReCode's proprietary Selective Organ Targeting (SORT) lipid nanoparticle (LNP) platform enables highly precise and targeted delivery of genetic medicines directly to the organs, tissues and...
-
Guest Service Agent
7 days ago
College Park, United States Auro Hotels Full time** Guest Service Agent (Full-Time)** **Job Category****:** Front Office **Requisition Number****:** GUEST01967 Showing 1 location **Job Details** **Description** **Job Purpose** Fairfield by Marriott Atlanta Airport South is seeking a Part-time Guest Service Agent. The primary purpose of the Guest Service Agent is to greet and serve guests in a professional,...
-
Patent Agent
1 month ago
Menlo Park, United States ReCode Therapeutics Full timeWho We Are: ReCode Therapeutics is a clinical-stage genetic medicines company using precision delivery to power the next wave of mRNA and gene correction therapeutics. ReCode’s proprietary Selective Organ Targeting (SORT) lipid nanoparticle (LNP) platform enables highly precise and targeted delivery of genetic medicines directly to the organs, tissues and...
-
Insurance Agent, Training Provided!
6 days ago
Pembroke Park, United States Aflac Full timeThis is a truly rewarding business-to-business position that offers one of the strongest compensation structures in the industry, flexible schedules with no nights, weekends or holidays. Are you ready to start a sales career where you work for YOU? We are seeking to bring on 3 new motivated individuals to our Fort Lauderdale team. We're looking for...
-
Front desk agent, house keeper, hotel manager
2 weeks ago
Clifton, United States Tombstone Full timeJob DescriptionJob Description**Job Openings at Rode Inn Clifton, AZ**Are you passionate about hospitality and ready to join a dynamic team in Clifton, AZ? Rode Inn is currently hiring for multiple positions to enhance our guest experience and ensure smooth hotel operations. We are looking for dedicated individuals to fill the following roles:1. **Front Desk...
-
Financial Representative
3 weeks ago
Oak Park, United States Colin Fane - State Farm Agent Full timeAre you a driven and customer-focused individual with a passion for sales? Do you want to be part of a dynamic team that values your contributions and offers excellent growth opportunities? Look no further! Colin Fane State Farm is seeking a Sales Associate to join our successful and growing team. **About Us**: At Colin Fane State Farm, we are more than...
-
Sales BDC Agent
5 days ago
Buena Park, CA, United States Sonic Automotive Full timeCompany Description At Buena Park Honda sources, and support you need to grow and develop professionally. Our 100+ dealerships are concerned with more than moving inventory; they're committed to your success and invested in your future. So read on, and consider a rewarding career with Sonic Automotive, Inc. $17 / hour plus bonus structure *The Esales...
-
Insurance Agent training Provided
1 week ago
Comstock Park, United States Aflac Grand Rapids Full timeAflac is looking for enthusiastic, career-minded, self-motivated individuals for the Insurance Agent position to work in a professional business-to-business sales environment. **Management opportunities **are available. Prior Sales experience is welcome, but not necessary. **PRIMARY SKILLS & QUALIFICATIONS**: - A superior ability to connect with people and...
-
Experienced Customer Service Agent
2 weeks ago
Hot Springs National Park, United States Newman Ralph & Browning Insurance Full timePOSITION: Experienced Customer Service Agent COMPANY: Newman, Ralph, and Browning Insurance Agency, LLC LOCATION: Hot Springs, Arkansas VISION OF THE ROLE: Customer Service Agents are integral team members at Newman, Ralph, and Browning Insurance Agency (NRB) where we deliver high-quality insurance products and services as trusted advisors. Customer Service...
-
Sales BDC Agent
5 days ago
Buena Park, CA, United States Sonic Automotive Full timeAt Buena Park Honda sources, and support you need to grow and develop professionally. Our 100+ dealerships are concerned with more than moving inventory; So read on, and consider a rewarding career with Sonic Automotive, Inc. ~$17 / hour plus bonus structure *Wages include base hourly compensation of seventeen dollars an hour.* Promptly and accurately...
-
Materials Agent
7 days ago
Winter Park, United States Full Sail University Full timeIf you're looking for the chance to learn, grow, and make a contribution to the community, look at employment opportunities with Full Sail University. You'll find your choice of career opportunities, great benefits, an environment that welcomes and values creativity, and a work experience that is both challenging and rewarding!The Materials...
-
Materials Agent
7 days ago
Winter Park, United States Full Sail University Full timeIf you're looking for the chance to learn, grow, and make a contribution to the community, look at employment opportunities with Full Sail University. You'll find your choice of career opportunities, great benefits, an environment that welcomes and values creativity, and a work experience that is both challenging and rewarding! The Materials Department...
-
Sales BDC Agent
6 days ago
Buena Park, CA, United States Sonic Automotive Full timeCompany DescriptionAt Buena Park Honda sources, and support you need to grow and develop professionally. Our 100+ dealerships are concerned with more than moving inventory; they're committed to your success and invested in your future. So read on, and consider a rewarding career with Sonic Automotive, Inc.$17 / hour plus bonus structure*The Esales Agent...