Current jobs related to Financial Services Professional - Bensenville - Global Financial Impact - Alyssa Harrop
-
Financial Services Professional
2 weeks ago
Bensenville, Illinois, United States Bank of Montreal Full timeJob Summary:We are seeking a highly skilled Associate Banker to join our team at the Bank of Montreal. As a key member of our Retail Banking Sales & Service team, you will be responsible for delivering exceptional service to our customers and prospects.Key Responsibilities:Identify customer needs and provide advice and guidance on financial products and...
-
Financial Services Professional
3 weeks ago
Bensenville, Illinois, United States Bank of Montreal Full timeJob Summary:We are seeking a highly skilled Associate Banker to join our team at the Bank of Montreal. As a key member of our Retail Banking Sales & Service team, you will be responsible for delivering exceptional service to our customers and prospects.Key Responsibilities:Identify customer needs and provide advice and guidance on financial products and...
-
Relationship Banker
7 days ago
Bensenville, Illinois, United States Wintrust Financial Full timeWintrust Financial: A Leader in Community BankingWintrust Financial is a financial holding company with a strong presence in the Chicago and southern Wisconsin market areas. We offer a unique blend of community banking and financial services, with a focus on providing personalized service to each and every customer.Job Summary:We are seeking a skilled...
-
Financial Services Representative
6 days ago
Bensenville, Illinois, United States Armando Perez - State Farm Agent Full timeAbout UsArmando Perez State Farm is a well-established and respected insurance agency that has been serving the local community for over 15 years. We take pride in our commitment to providing excellent service and comprehensive insurance solutions to our valued clients.Job DescriptionAs a Sales Representative at Armando Perez State Farm, you will be at the...
-
Financial Operations Specialist
4 weeks ago
Bensenville, Illinois, United States US Foods Holding Corp Full timeRole OverviewThe Financial Operations Specialist plays a crucial role in supporting the Area Finance Manager by assisting with various financial tasks.Key ResponsibilitiesAssist in ad-hoc reporting to provide insights and data analysis.Contribute to the month-end closing processes to ensure accurate financial reporting.Support monthly forecasting efforts to...
-
Senior Premier Relationship Manager
2 weeks ago
Bensenville, Illinois, United States BMO Financial Group Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Premier Relationship Manager to join our team at BMO Financial Group. As a key member of our organization, you will be responsible for building and managing a portfolio of mass affluent clients across multiple branch locations.Key ResponsibilitiesProactively build and manage a portfolio of...
-
Senior Portfolio Manager
3 weeks ago
Bensenville, Illinois, United States BMO Financial Group Full timeJob SummaryBMO Financial Group is seeking a seasoned Portfolio Manager to oversee a portfolio of high net worth clients. As a Portfolio Manager, you will be responsible for building and maintaining strong relationships with clients, providing personalized financial solutions, and driving business growth.Key ResponsibilitiesClient Relationship...
-
Customer Service Parts Professional
2 months ago
Bensenville, United States Factory Motor Parts Full time** Customer Service Parts Professional** **Job Category****:** Operations **Requisition Number****:** CUSTO004388 Showing 1 location **Job Details** **Description** Founded in 1945 as Elliott Auto Supply Co., Inc., Factory Motor Parts Co. (FMP) has grown from a small, single location in Minneapolis to over 160 locations in over 23 states. FMP is a...
-
Lead Financial Accountant
4 weeks ago
Bensenville, Illinois, United States Michael Page Full timeMichael Page is collaborating with the Controller of a thriving, multi-million dollar enterprise seeking to expand its team. We are in search of a Lead Financial Accountant to support the growth of their operations. This position will report directly to the Controller, providing significant exposure to the CFO.Exceptional career advancement potential within...
-
Senior Premier Relationship Manager
3 days ago
Bensenville, Illinois, United States BMO Financial Group Full timeJob SummaryWe are seeking a highly skilled Senior Premier Relationship Manager to join our team at BMO Financial Group. As a key member of our organization, you will be responsible for building and managing a portfolio of mass affluent clients across multiple branch locations.Key ResponsibilitiesProactively build and manage a portfolio of mass affluent...
-
Financial Operations Specialist
4 weeks ago
Bensenville, Illinois, United States Expeditors Full timePosition Overview:The Financial Operations Specialist plays a crucial role in ensuring that Expeditors' clients, both internal and external, receive exceptional service from the designated branch. This position involves managing invoicing and financial responsibilities with a focus on leadership, professionalism, and collaboration within the Expeditors...
-
Bensenville, Illinois, United States Alter Domus Full timeAbout UsAlter Domus is a leading provider of fund administration services, with a global presence and a reputation for excellence. Our team of experts is dedicated to delivering high-quality services to our clients, and we are committed to helping you develop your skills and advance your career.Job DescriptionWe are seeking a highly motivated and...
-
Financial Rep – Upcoming Grad
2 days ago
Bensenville, IL, United States Mutual of Omaha Full timeFinancial Representative Trainee - Chicago, IL Location: Illinois Work Type: Full Time Regular Job No: 502880 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled ...
-
Customer Service Representative
2 weeks ago
Bensenville, Illinois, United States Furniture Medic Full time{"Job Title": "Customer Service Representative", "Job Description": "Furniture Medic: A Leader in Furniture RestorationFurniture Medic is a renowned company specializing in furniture and cabinet restoration services for builders, contractors, manufacturers, and insurance companies. We are a family-friendly small business that values work-life balance.Key...
-
Customer Service Representative
3 weeks ago
Bensenville, Illinois, United States Furniture Medic Full timeFurniture Medic is seeking a skilled professional to fill the role of Customer Service Representative. As a key member of our team, you will be responsible for delivering exceptional customer experiences through effective communication, problem-solving, and issue resolution.Key Responsibilities:Respond to customer inquiries and concerns in a timely and...
-
Customer Service Representative
2 weeks ago
Bensenville, United States Furniture Medic Full timeFurniture Medic is seeking a Customer Service Representative to join our team! You will be responsible for assisting customers by answering the phone, answering basic questions regarding our services, and scheduling. We specialize in providing furniture and cabinet restoration services for the builders, contractors, manufacturers, and insurance company's. We...
-
Customer Service Representative
4 months ago
Bensenville, United States Furniture Medic Full timeFurniture Medic is seeking a Customer Service Representative to join our team! You will be responsible for assisting customers by answering the phone, answering basic questions regarding our services, and scheduling. We specialize in providing furniture and cabinet restoration services for the builders, contractors, manufacturers, and insurance company's. We...
-
Customer Service Parts Specialist
1 week ago
Bensenville, Illinois, United States Factory Motor Parts Full time**Job Summary**Factory Motor Parts Co. is seeking a highly skilled Customer Service Parts Professional to join our team. As a key member of our operations team, you will be responsible for providing exceptional customer service and support to our customers.**Key Responsibilities**Take customer orders over the phone and process them with high accuracyLook up...
-
Field Service Technician
4 months ago
Bensenville, United States Point Five Packaging Full timeJob DescriptionJob DescriptionJob Title: Field Service TechnicianDepartment: OperationsReports To: Operations ManagerFLSA Status: Full-time Non-exemptPrepared Date: August 2023 For the purposes of this document, references to equipment, machines, and systems includes all machine systems supplied by Point Five Packaging, including third party systems...
-
Senior Premier Relationship Banker
2 weeks ago
Bensenville, Illinois, United States Bank of Montreal Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Premier Relationship Banker to join our team at the Bank of Montreal. As a key member of our organization, you will be responsible for building and managing a portfolio of high-value clients, providing exceptional customer service, and driving business growth.Key ResponsibilitiesClient...
Financial Services Professional
4 months ago
We’re transforming the financial landscape. We’re building a movement of financial professionals who are passionate about making a difference. Our goal is to equip individuals with the skills, knowledge, and resources they need to succeed in the world of finance.
We believe that everyone, regardless of their background or experience, deserves the opportunity to live a rich and fulfilling life. By joining our company, you become part of a dynamic community dedicated to helping families secure their financial future, achieve their dreams, and create a lasting legacy. Together, we’re turning dreams into reality, one success story at a time.
The position is fully remote, great for the stay-at-home career seeker or those who would like to add another stream of income to their resume. No prior experience is required as we have an incredible training program through the company.
We seek highly motivated, competent, capable, and committed business partners to become financial professionals and head into the field to provide services that meet the needs of clients, families, and small business owners.
Work Types
We offer 3 types of work effort:
1. Full Time
2. Part Time
3. Referral Partner depending on your current employment schedule.
*You do not have to quit your current job if you join us with any of these options*
Most of our new agents start as Referrals or Part-time before transitioning to full-time but still make the same commissions as our full-timers. You get to work with A+ rated financial companies across the nation. The best part about this opportunity, it’s 100% remote.
Experience
No financial experience is required before joining as you will learn everything hands-on. However, if you have any of these skill sets or experience it will help you move quickly in the company.
- Leadership/Managerial
- Public Speaking
- Customer Service
- Sales
- Banking
- Accounting/Software
- Entrepreneur
Role Description
1. Develop Financial Need Analysis (FNA) for Clients
2. Place families, individuals, and business owners in a financial position of advantage for some of the following:
3. Protect Assets/Funds
4. Build and Leave a Legacy
5. Index Strategies
6. Debt Management Services
7. Estate Planning with our legal team
Work Schedule
1. Part Time - 6-15 hours a Week, varies by the individual.
2. Leads - We utilize 3 tiers to lead generations. Hot, Warm, and Cold leads. We are partnered with ETHOS as a lead generation tool as well.
3. It’s all Remote, Zoom is our platform.
4. You are assigned a “Field Trainer” who is an experienced professional and will help you throughout the beginning of your business until you’re ready to manage your business and effectively help people. This includes how to prospect clients and potential partners.
5. Daily training to help shape your business.
Non-negotiable
- Must pass a background check (No Felonies)
- Must have or be able to obtain a U.S Social Security Number
- Must currently reside in the United States during the initial process. (Must obtain a state-specific Professional License)
- Must be 18+ years old (This is a Federal Requirement)
- Unlimited Earning Potential, Paid Multiple Ways (Producer, Agency Bonus, Yearly Renewal, Stock Options, Profit Sharing, etc)
- This is a 1099/commission-based position
- Free Training provided
- Own your book of business, agency ownership, equity, and beneficiary to your business and agency.
- Get paid 8 to 9 times a month
- Fulfilling career with advancement opportunities
- Free performance-based world trips for those who qualify
Powered by JazzHR
ZGlw3AmeG3