Financial Services

4 weeks ago


Roseville, United States Global Financial Impact - Marco Esquivel Full time
Job DescriptionJob DescriptionFinancial Professional - Representative

A 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 retirement planning. 

Benefits:
1. Fully Remote
2. No cap on income
3. Part Time  & Full Time positions
4. Income typically ranges $25,000 part time and $120,000 full time year 1
3. 100% 1099 - commission based  
4. Professional License
5. Bonus opportunities
6. Stock and Ownership potential
7. Mentorship and hands on training
8. Professional Growth Opportunities
9. Welcoming and Positive Team Environment 

Responsibilities include: 
1. Obtain and maintain professional license and continuing education and professional growth
2. Learn and utilize financial tools provided
3. Educate clients and provide financial literacy
4. Consult with clients and prospective clients to access financial goals providing quotes and product          recommendations
5. Develop and maintain a client base
6. Seek new prospects via referrals
7. Assist with product submission

Preferred Skills/Qualities:
1. Minimum HS Diploma
2. Energetic and positive demeanor
3. Entrepreneur, marketing and creativity mindset
4. Coachable, hungry and humble, mental toughness
5. Responsible, dependable and punctual
6. Present a professional image
7. Ethical and integrity and trust
8. Interpersonal communication
9. Be able to persevere
10. Analytical reasoning

Powered by JazzHR

SgSMmwhXyW



  • Roseville, California, United States Allworth Financial Full time

    Client Engagement SpecialistAllworth Financial is a reputable independent firm dedicated to retirement planning, investment guidance, and 401(k) administration. Established in 1993, Allworth emphasizes the importance of client welfare and education. As a rapidly growing, multi-billion dollar organization, they are renowned for their outstanding client...


  • Roseville, California, United States Hilltop Holdings Full time

    About the RoleHilltop Holdings is seeking a highly skilled Registered Client Service Associate to join our team. As a key member of our Wealth Management department, you will play a vital role in providing exceptional client service and support to our financial advisors and clients.Key ResponsibilitiesClient Communication: Develop and maintain strong...


  • Roseville, United States Christian Financial Credit Union Full time $18

    Job DescriptionJob DescriptionTeller-Member Services Representative-Customer ServiceWe are looking for an upbeat friendly person to add to various branches! Some of our benefits include: Paid Time Off earned bi-weekly; tuition reimbursement; student loan repayment; several health plan options, free telehealth, dental, vision, short term and log term...


  • Roseville, California, United States Bennett Engineering Services Full time

    Job OverviewFinancial Project Specialist - Traffic & Transportation SectorBennett Engineering Services (BEN|EN) has been a leader in civil engineering since 1995, offering a wide range of services including transportation, wastewater management, urban design, and site development. Our commitment to our clients and employees is reflected in our core values,...


  • Roseville, California, United States Bennett Engineering Services Full time

    Job OverviewFinancial Project Coordinator - Transportation SectorBennett Engineering Services (BEN|EN) has been a leader in civil engineering solutions since 1995. Our firm specializes in a variety of engineering disciplines, including transportation, wastewater management, urban planning, and site development. We are dedicated to fostering a supportive...


  • Roseville, Michigan, United States Michigan First Credit Union Full time

    Job SummaryWe are seeking a highly skilled and customer-focused Financial Services Representative to join our team at Michigan First Credit Union. As a key member of our retail banking team, you will be responsible for delivering exceptional service to our members and providing personalized financial solutions to meet their unique needs.Key...


  • Roseville, United States Community Choice Financial Family of Brands Full time

    Overview: As a Customer Service Representative, you’ll build connections and offer a wide range of products and services to our diverse customer base. Our customers are on the go and put their trust in us to provide quick and reliable financial solutions. Your precise cash handling, attention to detail, and ability to engage professionally with customers...

  • Financial Advisor

    4 weeks ago


    Roseville, United States MassMutual Northern California Full time

    MassMutual Northern California Locations | Pleasanton | Walnut Creek | Roseville | Fremont | San Jose | San MateoWe're looking for both experienced and inexperienced financial professionals to join our team. Whether you're looking for a change or seeking to align with a stable, dependable firm, and you have a passion for insurance and investments, then...

  • Financial Advisor

    4 weeks ago


    Roseville, United States MassMutual Northern California Full time

    MassMutual Northern California Locations | Pleasanton | Walnut Creek | Roseville | Fremont | San Jose | San MateoWe're looking for both experienced and inexperienced financial professionals to join our team. Whether you're looking for a change or seeking to align with a stable, dependable firm, and you have a passion for insurance and investments, then...

  • Financial Counselor

    3 months ago


    Roseville, United States American Oncology Management Company Full time

    Location: Michigan Cancer Specialists Pay Range: $19.16 - $31.94 RESPONSIBILITIES Responsible for monitoring and collecting the financial responsibilities of our patients. The Financial Counselor must keep patients' insurance benefits up to date in OncoEMR and Centricity and view the patients' services for diagnosis and insurance coverage appropriateness. ...


  • Roseville, United States Allworth Financial Full time

    Allworth Financial (www.allworthfinancial.com) is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth Financial delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and...


  • Roseville, California, United States Allworth Financial Full time

    Client Engagement SpecialistAllworth Financial is a distinguished independent firm focused on retirement planning, investment advisory services, and 401(k) management. Established in 1993, Allworth is committed to enhancing client well-being and education. As a rapidly growing, multi-billion dollar organization, they are recognized for their outstanding...


  • Roseville, California, United States Allworth Financial Full time

    Client Engagement SpecialistAllworth Financial is a distinguished independent firm focused on retirement strategy, investment consulting, and 401(k) administration. Established in 1993, Allworth is committed to the well-being and education of its clients. As a rapidly growing, multi-billion dollar organization, Allworth is recognized for its outstanding...

  • Financial Counselor

    4 weeks ago


    Roseville, United States American Oncology Management Company Full time

    Location: Michigan Cancer Specialists Pay Range: $19.16 - $31.94 Job Description Summary: A Financial counselor serves as the liaison between the patient and the practice by coordinating payments, assistance, monitoring patient balances, and streamlining communication of the financial responsibilities of our patients. Performs the quality control function...

  • Financial Analyst

    1 month ago


    Roseville, United States Adventist Health Full time

    Job Description Located in the metropolitan area of Sacramento, the Adventist Health corporate headquarters have been based in Roseville, California, for more than 40 years. In 2019, we unveiled our WELL-certified campus - a rejuvenating place for associates systemwide to collaborate, innovate and connect. Whether virtual or on campus, Adventist Health...


  • Roseville, California, United States Pacific ExecSearch Full time

    Job Overview We are looking for a skilled Construction Accountant to become part of a dynamic Real Estate and Construction firm. This position is a contract role with the possibility of permanent employment. The Construction Accountant will oversee all facets of the accounting processes related to construction projects from inception to completion....


  • Roseville, United States Ledgent Finance & Accounting Full time

    Job OverviewWe are seeking a skilled Financial Analyst specializing in real estate accounting to manage financial operations and reporting.Key ResponsibilitiesLeverage advanced accounting software systems for streamlined financial oversight and reporting, with a preference for YARDI.Administer payroll and related functions using ADP - Financial...


  • Roseville, United States Ledgent Finance & Accounting Full time

    Job OverviewPosition Summary: The Real Estate Financial Analyst will be responsible for overseeing the financial operations related to property management and accounting. This role involves ensuring accurate financial reporting and effective management of financial transactions.Key Responsibilities:Manage cash receipts and ensure accurate...


  • Roseville, California, United States Mechanics Bank Full time

    About the RoleMechanics Bank is seeking a highly skilled BSA/AML Investigations Analyst to join our team. As a key member of our organization, you will play a critical role in ensuring the integrity of our financial systems and preventing financial crimes.Key ResponsibilitiesTransaction Monitoring and Analysis: Review and analyze account or customer...

  • Tax Senior

    1 week ago


    Roseville, California, United States Regal Executive Search, LLC Full time

    Job Summary:Regal Executive Search, LLC is seeking a highly skilled Tax Senior to join our team. As a key member of our financial services division, you will be responsible for planning, preparing, reviewing, and forecasting various financial reports and projects for our clients.Key Responsibilities:Conduct thorough audits and reviews of financial statements...