Insurance and Financial Services Position

**Compensation**: $110,000 - $165,000 at plan yearly **Responsibilities**: - Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products - Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial expectations - Seek, identify,...

Position Overview Do you have aspirations to run your own business? If so, you may want to consider working in the office of David Misiego - State Farm Agent. As a member of our agency team, you have an opportunity to experience first-hand what it takes to be a State Farm Agent. You will build and develop customer relationships within the community to...

We are seeking Financial Advisor to join our team! We will deliver personalized investment and insurance solutions to help clients work towards their long-term financial objectives. Responsibilities: Network and build relationships with new and existing client base Advise clients on investment, insurance strategies and other financial decisions Assess...

**Position Overview**: Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Insurance and Financial Services Position - State Farm Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a...

The Market Director will perform a variety of functions supporting executive leadership and financial professionals from onboarding experience to successful launch into the firm. This individual will support executive leadership and producers as they set production goals, increase professional development, and work to achieve success. Duties Include:Assist...

The Market Director will perform a variety of functions supporting executive leadership and financial professionals from onboarding experience to successful launch into the firm. This individual will support executive leadership and producers as they set production goals, increase professional development, and work to achieve success. Duties Include:Assist...

The Market Director will perform a variety of functions supporting executive leadership and financial professionals from onboarding experience to successful launch into the firm. This individual will support executive leadership and producers as they set production goals, increase professional development, and work to achieve success. Duties Include:Assist...

The Market Director will perform a variety of functions supporting executive leadership and financial professionals from onboarding experience to successful launch into the firm. This individual will support executive leadership and producers as they set production goals, increase professional development, and work to achieve success. Duties Include:Assist...

Financial Advisor 4 out of 5 of our Advisors are veterans or military spouses Who we are: First Command is committed to helping military families get their financial lives squared away. As we continue to expand our advisor force, we are seeking leaders who have internal drive, entrepreneurial mindsets and a desire for professional growth....

Financial Advisor 4 out of 5 of our Advisors are veterans or military spouses Who we are: First Command is committed to helping military families get their financial lives squared away. As we continue to expand our advisor force, we are seeking leaders who have internal drive, entrepreneurial mindsets and a desire for professional growth....

Serve as a liaison between underwriters and agents to facilitate the approval, issuance, and delivery of policies. - Process reissues and commission change forms for agents. - Collaborate with agents or their assistants regarding pending requirements for their cases. - Report initial premiums and set up bank drafts. - Manage new business reporting and...

The Director of Training will perform a variety of functions supporting financial professionals from onboarding experience to successful launch into the firm. This individual will support producers as they progress through learning systems, processes, and practice building.Duties Include:Develop and execute a strategic training plan aligned with the...

The Director of Training will perform a variety of functions supporting financial professionals from onboarding experience to successful launch into the firm. This individual will support producers as they progress through learning systems, processes, and practice building.Duties Include:Develop and execute a strategic training plan aligned with the...

The Director of Training will perform a variety of functions supporting financial professionals from onboarding experience to successful launch into the firm. This individual will support producers as they progress through learning systems, processes, and practice building.Duties Include:Develop and execute a strategic training plan aligned with the...

The Director of Training will perform a variety of functions supporting financial professionals from onboarding experience to successful launch into the firm. This individual will support producers as they progress through learning systems, processes, and practice building.Duties Include:Develop and execute a strategic training plan aligned with the...

***Candidates should ideally reside in Orange County or be willing to commute***Summary:Join a leading team at the top financial firm in the country. We are looking for a few new associates to join my team of Financial Advisors. Within 1 to 2 years, successful candidates can be promoted to a Senior Investment Advisor or Executive Management...

Candidates should reside in Orange County or be willing to commute.Summary:Join a leading team at the top financial firm in the country. We are looking for a few new associates to join our team of Financial Advisors. Within 1 to 2 years, successful candidates can be promoted to a Senior Wealth Manager or a position in Executive Management.Training,...

**Job description** Tax & Financial Group (TFG) is a 53+ year financial services firm committed to helping our clients achieve their goals of long-term financial security. Our customized approach is designed to grow, protect, and conserve our clients’ wealth by delivering exceptional personalized service and expertise. **Primary responsibilities...

Are you a detail-oriented superstar who loves to stay organized and manage multiple priorities? Are you a master communicator who can explain complex information in a clear and concise way? Do you enjoy working closely with advisors and clients to deliver personalized service and solutions? Are you excited about the opportunity to work with cutting-edge...

Are you a detail-oriented superstar who loves to stay organized and manage multiple priorities? Are you a master communicator who can explain complex information in a clear and concise way? Do you enjoy working closely with advisors and clients to deliver personalized service and solutions? Are you excited about the opportunity to work with cutting-edge...