Current jobs related to Insurance and Financial Services Position - Fort Thomas - Tracy Davis - State Farm Agent

  • Financial Services Professional

    2 weeks ago

    Fort Lauderdale, Florida, United States Magellan Financial & Insurance Services, Inc. Full time

    Unlock Your Potential as a Financial Services ProfessionalAt Magellan Financial & Insurance Services, Inc., we're seeking a highly skilled and motivated individual to join our team as a Financial Services Professional. As a key member of our team, you'll have the opportunity to make a real impact on the financial lives of our clients.About the RoleWe're...

  • Financial Services Professional

    1 week ago

    Fort Lauderdale, Florida, United States Magellan Financial & Insurance Services, Inc. Full time

    Unlock Your Potential as a Financial Advisor at Magellan Financial & Insurance Services, Inc.At Magellan Financial & Insurance Services, Inc., we're dedicated to empowering individuals and families to achieve financial independence. As a Financial Advisor, you'll play a vital role in helping our clients navigate the complexities of financial planning and...

  • Insurance Office Coordinator

    3 weeks ago

    Fort Smith, Arkansas, United States Farmers Insurance and Financial Services Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Office Assistant to join our team at Farmers Insurance and Financial Services. As an Office Assistant, you will play a critical role in ensuring the smooth operation of our office, providing administrative support to our team members, and delivering exceptional customer service to our...

  • Insurance and Financial Services Representative

    3 weeks ago

    Fort Thomas, Kentucky, United States Tracy Davis - State Farm Agent Full time

    Job OverviewAs a State Farm team member for Tracy Davis, you will play a key role in building and developing customer relationships within the community to promote State Farm products, including auto, home, and life insurance.Key ResponsibilitiesCustomer Relationship BuildingEstablish and maintain strong relationships with customers to understand their...

  • Financial Services Professional

    4 days ago

    Fort Wayne, Indiana, United States RUNESTAD FINANCIAL SERVICES, LTD. Full time

    Financial Advisor RoleWe are seeking a highly motivated and customer-focused Financial Advisor to join our team at Runestad Financial Services, LTD. in Fort Wayne, IN.The ideal candidate will have a strong initiative, positive attitude, and ability to market to local clients. They will also possess persistence, an entrepreneurial perspective to build a...

  • Financial Planning Specialist

    2 weeks ago

    Fort Lauderdale, Florida, United States Magellan Financial & Insurance Services, Inc. Full time

    Unlock Your Potential as a Financial Advisor at Magellan Financial & Insurance Services, Inc.At Magellan Financial & Insurance Services, Inc., we're dedicated to empowering individuals and families to achieve financial independence. As a Financial Advisor, you'll play a vital role in helping our clients navigate the complexities of financial planning and...

  • Financial Services Professional

    23 hours ago

    Fort Wayne, Indiana, United States RUNESTAD FINANCIAL SERVICES, LTD. Full time

    Financial Advisor Role at Runestad Financial Services, LTD.We are seeking a highly motivated and experienced Financial Advisor to join our team at Runestad Financial Services, LTD. in Fort Wayne, IN. As a Financial Advisor, you will have the opportunity to work closely with clients, develop long-term relationships, and provide superior customer service and...

  • Financial Services Professional

    4 days ago

    Fort Wayne, Indiana, United States RUNESTAD FINANCIAL SERVICES, LTD. Full time

    Financial Advisor OpportunityAre you a motivated and customer-focused individual looking to expand your career in financial services? We are seeking a Financial Advisor to join our team at Runestad Financial Services, LTD. in Fort Wayne, IN.Key Responsibilities:Develop and implement customized financial plans for clientsAssist clients with annuities, life,...

  • Insurance and Financial Services Position

    2 months ago

    Fort Thomas, United States Tracy Davis - State Farm Agent Full time

    Job DescriptionJob DescriptionPosition OverviewState Farm Insurance Agent located in Fort Thomas, KY is seeking an outgoing, career-oriented professional to join their team. As a State Farm team member for State Farm Agent Tracy Davis, you will build and develop customer relationships within the community to promote State Farm products including auto, home...

  • Insurance Office Assistant

    4 weeks ago

    Fort Smith, United States Farmers Insurance and Financial Services Full time $37,000 - $65,000

    Job DescriptionJob DescriptionThe Office Assistant will organize and coordinate office administration and procedures, in order to ensure organizational effectiveness, efficiency and safety. They are responsible for developing intra-office communication protocols and streamlining administrative procedures. Will help clients with different requirements as...

  • National Financial Services Consultant

    1 month ago

    Fort Worth, Texas, United States First Command Financial Services Full time

    Position Overview:The National Branch Financial Services Consultant plays a vital role in delivering exceptional support to clients associated with First Command Financial Services.Key Responsibilities:- Engage in proactive outreach to clients for comprehensive account evaluations and updates.- Provide tailored financial guidance and planning services to...

  • Financial Services Consultant for National Branch

    1 month ago

    Fort Worth, Texas, United States First Command Financial Services Full time

    Job OverviewHow does this role contribute to First Command?The National Branch Financial Advisor plays a crucial role in assisting First Command clients associated with the Home Office. This position entails proactive outreach to clients for account evaluations and updates, along with participation in specific initiatives as determined by leadership. The...

  • National Financial Services Consultant

    4 weeks ago

    Fort Worth, Texas, United States First Command Financial Services Full time

    Position Overview:The National Branch Financial Service Advisor (NB-FSA) plays a crucial role in delivering exceptional support to clients associated with the Home Office of First Command Financial Services.Key Responsibilities:1. Engage in proactive outreach to clients for comprehensive account evaluations and updates.2. Provide tailored financial guidance...

  • Financial Services Professional

    1 week ago

    Fort Dodge, Iowa, United States Prudential Financial Full time

    Unlock Your Potential with Prudential FinancialAre you a seasoned financial professional looking to take your career to the next level? Do you have a passion for helping clients achieve their financial goals? Prudential Financial is seeking an experienced Financial Advisor to join our team in the Ft. Dodge area.What We OfferExisting Book of Business: Take...

  • Personal Financial Counselor I

    2 weeks ago

    Fort Thomas, Kentucky, United States Magellan Health Services Full time

    Job SummaryWe are seeking a highly skilled Personal Financial Counselor I to join our team at Magellan Health Services. As a key member of our team, you will provide expert financial guidance and support to military service members and their families.Key ResponsibilitiesProvide comprehensive financial counseling services to military personnel and their...

  • Insurance and Financial Services Professional

    3 weeks ago

    Fort Wayne, Indiana, United States Amanda Elam - State Farm Agent Full time

    Job OverviewWe are seeking a highly motivated and experienced Insurance and Financial Services Professional to join our team at Amanda Elam - State Farm Agent. As a key member of our team, you will play a vital role in our daily business operations and customer success.Key ResponsibilitiesClient Relationship Development: Develop and maintain strong...

  • Financial Advisor

    5 days ago

    Fort Wayne, United States RUNESTAD FINANCIAL SERVICES, LTD. Full time

    Financial AdvisorAre you looking to expand your career and join a successful team? Are you driven, self-motivated, and customer-focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise when we would like to talk to you! Our well-established...

  • Bilingual Customer Service Representative

    1 month ago

    Fort Smith, United States Farmers Insurance and Financial Services Full time $35,000 - $45,000

    Job DescriptionJob DescriptionOur office is expanding and we are looking to hire the right individual to join our outstanding customer service team. We are currently seeking to fulfill a full-time position. Our Customer Service Representative will be responsible for providing exceptional customer service to our current clients and new prospects, processing...

  • Financial Services Processor

    21 hours ago

    Fort Wayne, Indiana, United States Lincoln Financial Group Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented Financial Services Processor to join our team at Lincoln Financial Group. As a key member of our operations team, you will be responsible for processing and managing financial transactions, ensuring accuracy and efficiency in all aspects of your work.Key ResponsibilitiesProcess and verify...

  • Financial Services Internship

    3 weeks ago

    Fort Wayne, Indiana, United States SYM Financial Advisors Full time

    About SYM Financial AdvisorsSYM Financial Advisors is a fee-only, employee-owned financial advisory firm that operates with a client-centric philosophy. We focus on building strong relationships and understanding each client's unique goals. As fiduciaries, we always operate in the best interest of our clients, specializing in portfolio management, wealth...

Insurance and Financial Services Position

3 months ago

Fort Thomas, United States Tracy Davis - State Farm Agent Full time
Job DescriptionJob DescriptionPosition Overview

State Farm Insurance Agent located in Fort Thomas, KY is seeking an outgoing, career-oriented professional to join their team. As a State Farm team member for State Farm Agent Tracy Davis, you will build and develop customer relationships within the community to promote State Farm products including auto, home and life insurance.

Responsibilities

  • Establish customer relationships and follow up with customers, as needed.
  • Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
  • Use a customer-focused, needs-based review process to educate customers about insurance options.
As an Agent Team Member, you will receive...

  • Salary plus commission/bonus
  • Paid time off (vacation and personal/sick days)
  • Health Reimbursement Account
  • 401K
  • Licensing paid by Agent
  • Signing bonus for those already holding needed licenses
  • Growth potential/Opportunity for advancement within my agency
Requirements

  • Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
  • Successful track record of meeting sales goals/quotas preferred
  • Excellent communication skills - written, verbal and listening
  • People-oriented
  • Organizational skills
  • Self-motivated
  • Experience in a variety of computer applications, particularly Windows
  • Ability to work in a team environment
  • Property and Casualty license (must be able to obtain)
  • Life and Health license (must be able to obtain)
If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.

This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.