Current jobs related to Financial Services Professional - Spokane - New York Life Spokane
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Financial Services Professional
2 days ago
Spokane, Washington, United States New York LIfe Full timeJob OverviewThe Financial Services Professional position at New York Life is a client-based role where you will be in business for yourself, but not by yourself. As a Financial Professional, you will guide individuals, families, and businesses into the financial future they desire by utilizing our expansive insurance and financial product lines.You will help...
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Financial Services Professional
3 weeks ago
Spokane, United States New York Life Spokane Full timeJob DescriptionJob DescriptionSales Agent- Fortune 100 CompanyWe are seeking a highly motivated, self-disciplined candidate interested in helping clients identify and reach their financial goals. Armed with our expansive suite of products and the support of our agents, you will guide individuals, families, and businesses through customized financial...
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Financial Services Professional
3 months ago
Spokane, United States Bankers Life Full timeFinancial Services Professional - Hybrid Experience Location: Spokane, WA, 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...
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Financial Professional
2 days ago
Spokane, Washington, United States New York LIfe Full timeAbout New York LifeNew York Life is a leading mutual company that has been in business for over 175 years. We are accountable only to our policyholders, which means we are fully aligned with their interests, not with outside investors or Wall Street. Our focus is on delivering value to our clients.Our MissionWe help generations of Americans protect their...
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Financial Services Consultant
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Spokane, Washington, United States Staff My Agency Full timeExciting Career Opportunity with Staff My AgencyStaff My Agency presents a remarkable chance for individuals eager to elevate their careers in the financial services sector. By joining our organization, you become part of a reputable company known for its financial stability and dedication to client satisfaction.Advantages of Joining Our Team: A...
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Financial Services Consultant
7 days ago
Spokane, Washington, United States New York LIfe Full timeJob OverviewThe Financial Services Consultant role is a client-centric position that allows you to operate independently while being supported by a reputable organization. As a Financial Consultant with New York Life, you will assist individuals, families, and businesses in achieving their financial aspirations by leveraging our comprehensive range of...
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Financial Services Representative
2 days ago
Spokane, Washington, United States STCU Full timeJob DescriptionSTCU is seeking a highly skilled and motivated Financial Advisor to provide exceptional retirement and investment services to our members in the Spokane, Washington area. As a Financial Advisor, you will be responsible for assessing the financial goals and objectives of our members, providing personalized service and investment products, and...
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Financial Services Representative
7 days ago
Spokane, Washington, United States STCU Full timeCompany OverviewSTCU is recognized as one of the leading credit unions in the United States, consistently achieving high performance ratings and earning accolades as one of Fortune Magazine's Great Places to Work. We seek individuals who are passionate about serving others, committed to continuous learning, and dedicated to making a positive impact in the...
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Senior Financial Services Representative
4 days ago
Spokane, Washington, United States BECU Full timeAbout the RoleWe are seeking a highly skilled and experienced Member Consultant II to join our team at BECU. As a key member of our financial services team, you will play a critical role in delivering exceptional customer experiences and providing expert financial solutions to our members.Key ResponsibilitiesExceptional Member Experience and Sales...
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Financial Analyst/CPA
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Spokane, Washington, United States Aspen Personnel Services Full timeCareer Opportunity:Aspen Personnel Services is excited to announce an opening for a dedicated professional to become part of our esteemed accounting team. The selected candidate will undertake the following responsibilities:Preparation of tax filings for affluent individuals, small enterprises, and corporationsDevelopment of intricate financial...
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Financial Services Representative
5 days ago
Spokane, Washington, United States Gesa Credit Union Full timeAbout the RoleThe Member Contact Center Representative I provides exceptional service to members via multiple channels and meets/exceeds established performance measurements. This position responds to several member inquiries and provides the features and benefits of the Credit Union products and services to deepen relationships all while adhering to...
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Financial Services Career Opportunity
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Financial Services Representative
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Spokane, Washington, United States Banner Bank Full timePlease take time to review Banner Bank's Consent & Privacy notice before applying. Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital...
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Financial Consultant
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Spokane, United States Top Flight Finance Full timeJob DescriptionJob DescriptionWe are seeking a Financial Consultant!As a Financial Consultant, your primary responsibility is to help clients make informed decisions about their financial needs. You will work with individuals and businesses to evaluate their financial situation and recommend appropriate products and services to meet their goals and...
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Financial Consultant
3 weeks ago
Spokane, United States Top Flight Finance Full timeWe are seeking a Financial Consultant! As a Financial Consultant, your primary responsibility is to help clients make informed decisions about their financial needs. You will work with individuals and businesses to evaluate their financial situation and recommend appropriate products and services to meet their goals and objectives. We offer a world class...
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Account Associate
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Customer Service Representative
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Spokane, United States Community Financial System, Inc. Full timeOverview: Benefit Plans Administrative Services (BPAS) is a leading provider of employee benefits administration, trust services, collective investment fund administration and actuarial consulting services to customers on a national scale. We support 4,200 retirement plans, $115 billion in trust assets, $1.3 trillion in fund administration, and more than...
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Financial Controller
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Financial Advisor
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Spokane, United States Dave Christy Insurance Agency Inc. Full time $50,000Job DescriptionJob DescriptionSecurities Licensed Sales Team Member-Permanent base salary, book of customer households, Wealth Academy Training, world class products that include American funds, BlackRock funds and Jackson Annuities with guidance and mentoring from a successful career agent.Location: Spokane, WAIn Office: Qualified candidates (in or near hub...
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Insurance Service Professional
19 hours ago
Spokane, Washington, United States Marsh & McLennan Agency Full timeAbout the RoleWe are seeking a highly skilled and passionate Insurance Service Professional to join our team at Marsh & McLennan Agency. As a Client Relationship Manager, you will be responsible for developing and implementing outstanding insurance and risk management customer service to our clients.Key ResponsibilitiesClient Service: Provide exceptional...
Financial Services Professional
1 month ago
Sales Agent- Fortune 100 Company We are seeking a highly motivated, self-disciplined candidate interested in helping clients identify and reach their financial goals. Armed with our expansive suite of products and the support of our agents, you will guide individuals, families, and businesses through customized financial strategies. Apply today for a rewarding career in a stable, industry-leading company centered on doing what is right for its customers Training, Development, and Benefits: Our training program extends beyond the physical classroom, as our agents learn best by doing. Every office has a dedicated sales-support team, consisting of our management team, mentor-ship, and in-office sales management trainers, who work with agents step-by-step to ensure they’ve honed the necessary skills to meet their goals and effectively service their clients. We carry those values throughout all efforts across the company. Responsibilities: • Develop and employ marketing and business plans to grow your client base • Help clients achieve their financial goals by presenting a breadth of solutions offered by our competitive suite of products and services • Secure licenses for selling securities and investment products for wealth management and advanced planning • Prospect and contact potential clients to discuss their financial needs and concerns • Improve your professional skills and knowledge through the New York Life training curriculum • Network with the community to build branding • Motivation to earn the income that you deserve. This is truly a business that pays you for how hard you work Qualifications: • A growth mindset and sales experience are strongly preferred • Articulate complicated concepts using superb written and verbal communication skills • Must possess uncompromising integrity • Strong business acumen • Leverage personal networks and contacts and engage your community to identify prospects • Possess staying power • Professional business experience • Licensing preferred but not required • Coachable • Natural "Networker" Compensation: $110,000 at plan • Develop and employ marketing and business plans to grow your client base • Help clients achieve their financial goals by presenting a breadth of solutions offered by our competitive suite of products and services • Secure licenses for selling securities and investment products for wealth management and advanced planning • Prospect and contact potential clients to discuss their financial needs and concerns • Improve your professional skills and knowledge through the New York Life training curriculum • Network with the community to build branding • Motivation to earn the income that you deserve. This is truly a business that pays you for how hard you work #J-18808-Ljbffr
