Current jobs related to Financial Services Consultant - Lubbock - Global Financial Impact - Matthew Woodruff
-
Lead Private Banking Consultant
4 weeks ago
Lubbock, Texas, United States Heartland Financial USA, Inc. Full timeCompany Overview:Heartland Financial USA, Inc. is a committed equal opportunity employer, dedicated to fostering a diverse workforce. We value all qualified applicants, irrespective of race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, or veteran status, among other factors.About Us:Based in Denver, Colorado,...
-
Field Sales Consultant
3 weeks ago
Lubbock, Texas, United States Elevated Financial Benefits Full timeJob OverviewElevated Financial Benefits is seeking a dedicated Field Sales Consultant to drive our growth in the marketplace. This role presents an exceptional opportunity for substantial income advancement and career progression based on demonstrated success with our established systems.About Us:Founded in 2004, Elevated Financial Benefits has developed...
-
Financial Services Managing Director
2 days ago
Lubbock, United States Northwestern Mutual - West Texas Full timeManaging Director: Northwestern Mutual (NM) - West Texas Are you an experienced insurance leader with a vision for growth? Northwestern Mutual - West Texas is offering a rare opportunity for an exceptional Managing Director to spearhead our expansion across Lubbock and Amarillo. This is a unique role to join a nationally recognized organization, where...
-
Financial Professional
2 weeks ago
Lubbock, Texas, United States Voya Financial Advisors Inc Full timeJob SummaryVoya Financial Advisors, Inc. is seeking a highly skilled Financial Professional to join our team in the Lubbock area. As a Financial Professional, you will be responsible for working with plan sponsors in the education market to provide expert advice on 403(b)/457 enrollment, retirement, and investment strategies.Key ResponsibilitiesProspect,...
-
Financial Services Representative
3 weeks ago
Lubbock, Texas, United States New York Life Full timeAbout the RoleWe are seeking a highly motivated and self-disciplined individual to join our team as a Licensed Insurance Sales Professional. As a Financial Services Representative, you will have the opportunity to help clients develop a long-term financial strategy to achieve their financial goals using an array of financial products and services.Key...
-
Financial Services Representative
1 week ago
Lubbock, Texas, United States Empower Full timeGrow Your Career with EmpowerAt Empower, we're committed to helping our customers achieve their long-term financial goals. As a Financial Customer Service Professional, you'll play a critical role in delivering exceptional service and support to our clients.What You'll DoProvide personalized service to customers via phone, ensuring their needs are met and...
-
Principal Private Banking Consultant
4 weeks ago
Lubbock, Texas, United States Heartland Financial USA, Inc. Full timeCompany Overview:Heartland Financial USA, Inc. is dedicated to fostering a diverse workforce and is an equal opportunity employer. We welcome all qualified candidates regardless of race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, or veteran status.Founded in 1981 and headquartered in Denver, Colorado, we are...
-
Financial Services Professional
3 weeks ago
Lubbock, Texas, United States The Prugar Agency Full timeJob Opportunity at The Prugar AgencyWe are seeking a highly motivated and results-driven Life Insurance Sales Representative to join our team at The Prugar Agency.Key Responsibilities:Work with warm leads from individuals seeking life insurance coverageContact clients, schedule appointments, and write applications for requested life insurance productsUtilize...
-
Financial Services Professional
4 months ago
Lubbock, United States Bankers Life Full timeFinancial Services Professional - Hybrid Experience Location: Lubbock, TX, 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. If...
-
**Financial Services Executive Director**
2 weeks ago
Lubbock, Texas, United States Northwestern Mutual - West Texas Full timeAbout the RoleWe are seeking a highly experienced and visionary leader to join our team as a Managing Director at Northwestern Mutual - West Texas. As a key member of our leadership team, you will be responsible for driving business growth and expansion in the region.Key ResponsibilitiesLead the development and implementation of business strategies to...
-
Personal Banker
3 weeks ago
Lubbock, Texas, United States PNC Financial Services Group Full timeJob SummaryPNC Financial Services Group is seeking a highly skilled Personal Banker to join our team. As a Personal Banker, you will be responsible for strengthening customer relationships and identifying financial solutions to meet their needs.Key ResponsibilitiesAcquire and deepen the customer base through proactive sales and service activities.Manage the...
-
Sales Consultant
4 weeks ago
Lubbock, United States Chung Financial Group Full timeJob DescriptionJob DescriptionJoin Our Remote Team as an Agent!Are you passionate about helping others and looking for a rewarding career you can build from the comfort of your home? We're expanding our remote team and seeking motivated individuals to join us as Agents.Responsibilities:Build and nurture relationships with potential clients from your home...
-
Personal Banker
2 weeks ago
Lubbock, Texas, United States PNC Financial Services Group Full timeJob SummaryPNC Financial Services Group is seeking a highly skilled Personal Banker to join our team. As a Personal Banker, you will be responsible for strengthening customer relationships and identifying financial solutions to meet their needs.Key ResponsibilitiesCustomer Acquisition and RetentionAcquire and deepen the customer base through proactive sales...
-
Regional Nurse Consultant
6 days ago
Lubbock, Texas, United States Outfield Healthcare Partners Full timeRegional Nurse ConsultantOutfield Healthcare Partners is seeking a highly skilled Regional Nurse Consultant to join our team. As a key member of our clinical leadership team, you will be responsible for partnering with facilities to drive clinical excellence and develop innovative programming that sets us apart as a provider of choice.Key...
-
Regional Nurse Consultant
4 months ago
Lubbock, United States Outfield Healthcare Partners Full timeOutfield Healthcare Partners - Relocation to Southern New Mexico is required.The Nurse Consultant/ Regional Director of Clinical Operations position is comprised of two essential objectives; to partner with facilities as the primary clinical resource in the pursuit of clinical excellence and, to assist in the development of clinical programming and process...
-
Regional Nurse Consultant
2 weeks ago
Lubbock, Texas, United States Outfield Healthcare Partners Full timeJob SummaryWe are seeking a highly skilled and experienced Regional Nurse Consultant to join our team at Outfield Healthcare Partners. As a key member of our clinical operations team, you will be responsible for partnering with facilities to drive clinical excellence and develop innovative programming that sets us apart as a provider of choice.Key...
-
Life Insurance Agent
4 weeks ago
Lubbock, United States Meron Financial Agency Full time $150,000 - $200,000Job DescriptionJob DescriptionCompany Overview:Join Meron Financial Agency, a leading firm committed to empowering individuals and businesses to achieve their financial goals. With a dynamic team of experts and a client-centric approach, we offer unparalleled opportunities for growth and success.Are you passionate and eager to make a meaningful impact on...
-
Life Insurance Agent
2 months ago
Lubbock, United States Meron Financial Agency Full timeJob DescriptionJob DescriptionCompany Overview:Join Meron Financial Agency, a leading firm committed to empowering individuals and businesses to achieve their financial goals. With a dynamic team of experts and a client-centric approach, we offer unparalleled opportunities for growth and success.Are you passionate and eager to make a meaningful impact on...
-
Lubbock, Texas, United States Northwestern Mutal - West Texas Full timeAbout the RoleWe are seeking a seasoned leader to join our team as a Wealth Team Manager with Support in West Texas. As a key member of our leadership team, you will be responsible for building and scaling our presence in the region.Key ResponsibilitiesRecruit, develop, and inspire a team of advisors and interns to drive substantial growth in the region.Lead...
-
Customer Service Representative
1 week ago
Lubbock, Texas, United States HEALTH AND HUMAN SERVICES COMMISSION Full timeHealth and Human Services Commission **Job Title:** Texas Works Advisor I (TWA I) / Medical Eligibility Specialist I (MES I) / Hospital Base Worker I (HBW I) **Job Summary:** We are seeking a highly motivated and compassionate individual to join our team as a Texas Works Advisor I (TWA I) / Medical Eligibility Specialist I (MES I) / Hospital Base Worker I...
Financial Services Consultant
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
