Current jobs related to Financial Services Professional - South Bend - Bankers Life


  • South Bend, Indiana, United States Creative Financial Staffing Full time

    About the Opportunity:Creative Financial Staffing is working with a growing organization to identify a financial professional to help them as their department grows.The company gives employees the freedom to manage their own work flow and ensures that every employee achieves work/life balance.Overview of the Financial Professional Role:Direct month-end...


  • South Bend, Indiana, United States Creative Financial Staffing Full time

    About the OpportunityCreative Financial Staffing is working with a growing organization to identify a financial professional to help them as their department grows.The company gives employees the freedom to manage their own work flow and ensures that every employee achieves work/life balance.Overview of the Financial Professional Role:Direct month-end close,...


  • South Bend, Indiana, United States Fidelity Investments Full time

    About the RoleWe are seeking a highly skilled Financial Services Professional to join our team at Fidelity Investments. As a key member of our Investor Center, you will engage with clients to provide personalized financial planning and investment solutions.Key ResponsibilitiesBuild and maintain strong relationships with clients to understand their financial...


  • West Bend, Wisconsin, United States LPL Financial Holdings, Inc. Full time

    Unlock Your Potential as a Financial AdvisorLPL Financial Holdings, Inc. is seeking a talented Financial Advisor to join our team. As a Financial Advisor, you will have the opportunity to work with clients to understand their financial goals and develop personalized investment strategies to help them achieve success.About the RoleThis is a unique opportunity...


  • West Bend, Wisconsin, United States LPL Financial Holdings, Inc. Full time

    Unlock Your Potential as a Financial AdvisorAt LPL Financial Holdings, Inc., we're committed to helping you achieve your career goals and build a successful business. As a Financial Advisor, you'll have the opportunity to work with a diverse client base and provide personalized financial solutions to help them achieve their goals.Key Responsibilities:Develop...

  • Financial Leader

    4 weeks ago


    South Bend, Indiana, United States Creative Financial Staffing Full time

    Job Title: ControllerAre you a seasoned financial professional looking for a challenging role that leverages your expertise? We're seeking a highly skilled Controller to join our team at Creative Financial Staffing.About the Role:As a Controller, you will be responsible for overseeing financial reporting, managing budgeting and forecasting, ensuring internal...


  • South Bend, Indiana, United States Calvin Johnson - State Farm Agent Full time

    Job OpportunityCalvin Johnson - State Farm Agent is seeking a motivated and career-oriented professional to join their team in South Bend, IN.Job SummaryThis is an exciting opportunity to build and develop customer relationships within the community to promote State Farm products, including auto, home, and life insurance.ResponsibilitiesProvide exceptional...


  • South Bend, Indiana, United States New York Life - Central Oregon Full time

    Job DescriptionAre you a leader who has the following traits? Competitive Entrepreneurial Coachable Communicative Self-disciplined AuthenticWe're looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job—it's a career with purpose and opportunity. You'll...

  • Financial Manager

    4 weeks ago


    South Bend, Indiana, United States Creative Financial Staffing Full time

    Financial Management ExpertWe are seeking a highly skilled Financial Management Expert to join our team at Creative Financial Staffing. As a key member of our team, you will be responsible for maintaining and reconciling financial statements, monitoring cash flow, and generating insightful financial reports.Responsibilities:Financial Record Management:...

  • Financial Manager

    1 month ago


    South Bend, Indiana, United States Creative Financial Staffing Full time

    Financial Management ExpertWe are seeking a highly skilled Financial Management Expert to join our team at Creative Financial Staffing. As a key member of our team, you will be responsible for maintaining and reconciling financial statements, monitoring cash flow, and generating insightful financial reports.Key Responsibilities:Financial Statement...


  • South Bend, Indiana, United States Creative Financial Staffing Full time

    Job Title: Financial SpecialistWe are seeking a detail-oriented professional to support the Treasury Division's financial operations. The ideal candidate will handle key tasks, ensuring accurate financial processing and reporting in line with established policies and procedures.Key Responsibilities:Review and process cash receipts, ACH payments, and wire...

  • Financial Specialist

    3 weeks ago


    South Bend, United States Creative Financial Staffing Full time

    Job Title: Financial SpecialistLocation: South Bend, Indiana (100% onsite) We are seeking a detail-oriented professional to support the Treasury Division's financial operations. The ideal candidate will handle key tasks, ensuring accurate financial processing and reporting in line with established policies and procedures. Key Responsibilities: Review and...


  • South Bend, Indiana, United States Creative Financial Staffing Full time

    Job Title: BookkeeperAs a skilled Bookkeeper, you will be responsible for maintaining and reconciling financial statements with precision, ensuring every transaction is meticulously logged and balanced.Key Responsibilities:Mastering financial records to ensure accuracy and compliance.Monitoring cash flow to maintain a healthy financial position.Generating...


  • South Bend, Indiana, United States Creative Financial Staffing Full time

    Senior Financial Leadership OpportunityWe are seeking a highly skilled and experienced Vice President of Financial Operations to join our team at Creative Financial Staffing. As a key member of our executive team, you will be responsible for overseeing the financial planning and analysis, budgeting, forecasting, and financial reporting functions.About the...


  • South Bend, Indiana, United States Creative Financial Staffing Full time

    About the Opportunity:Creative Financial Staffing is working with a dynamic manufacturing company to identify a skilled accounting professional who can make a significant impact.Key Responsibilities:Oversee and manage all general ledger activity, reporting systems, and GAAP/IFRS standardsDirect month-end closings, financial reporting, and coordinating of...


  • South Bend, Indiana, United States Creative Financial Staffing Full time

    Controller Role OverviewAre you a finance professional looking for a dynamic and growing company? Creative Financial Staffing is working with a successful manufacturing company to identify a skilled Controller who can make a difference. The ideal candidate will have valuable training, competitive pay, and participation in company events.Key...


  • South Bend, Indiana, United States Creative Financial Staffing Full time

    Job Title: Financial SpecialistLocation: South Bend, Indiana (100% onsite)We are seeking a detail-oriented professional to support the Treasury Division's financial operations. The ideal candidate will handle key tasks, ensuring accurate financial processing and reporting in line with established policies and procedures.Key Responsibilities:Review and...


  • South Bend, Indiana, United States Creative Financial Staffing Full time

    Senior Accountant Job DescriptionWe are seeking a highly skilled Senior Accountant to join our team at Creative Financial Staffing. As a Senior Accountant, you will play a key role in providing financial oversight, ad-hoc reporting, and strategic analysis to support our clients' business objectives.Key Responsibilities:Accounting Policy Development: Research...


  • South Bend, Indiana, United States Creative Financial Staffing Full time

    Senior Accountant Job DescriptionWe are seeking a highly skilled Senior Accountant to join our team at Creative Financial Staffing. As a Senior Accountant, you will play a key role in providing financial oversight, ad-hoc reporting, and strategic analysis to support our clients' business objectives.Key Responsibilities:Accounting Policy Development: Research...


  • South Bend, Indiana, United States Creative Financial Staffing Full time

    About the OpportunityWe are seeking a highly skilled and experienced VP of Finance and Operations to join our team at Creative Financial Staffing. As a key member of our executive team, you will play a critical role in driving financial decision-making and overseeing the financial operations of our organization.Key ResponsibilitiesOversee a team of 5...

Financial Services Professional

4 months ago


South Bend, United States Bankers Life Full time

Financial Services Professional - Hybrid Experience

Location:

South Bend, IN, 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 you have a passion for helping others achieve their financial goals, want to oversee your own business, enjoy critical thinking, and strive to better your career, then consider joining our team of Financial Professionals.

Our award-winning training equips you with the knowledge, skills, and financial strategies you need to be successful and confident in this career. We provide career development from management opportunities to enhancing your career and becoming a Financial Representative, specializing in aiding clients in Wealth Management. Your growth is our success. Uncover your earning potential, build a workday around your lifestyle, and make an impact in your community every day. With access to local and national mentors, we will surround you with resources to aid in the development of your financial expertise, including but not limited to:

Personal Planning Analysis - Asset & Income Protection - Investment & Advisory Services - Trust Services Wealth Management - Retirement Solutions

As a Bankers Life Financial Services Professional Expect To:

1. Build - Develop a client base by growing relationships with your network, establish and maintain strong customer relationships, offering guidance, and providing solutions to help families obtain financial freedom.

2. Gain Expertise - Obtain knowledge beyond licensed agent training through sponsored course work, and proprietary agent development training.

3. Guide - Presenting clients with the ability to preserve their retirement and grow their wealth. Use the latest software, and product illustrations to guide clients through important financial decisions.

4. Own - Take ownership of your career as you master your craft and excel in Financial Services. Decide your path; delivering retirement protection, managing all client assets, or construct and lead your own team of agents and representatives.

How Bankers Life will provide support

:

1. Hybrid Experience - Flexible in-office schedules once you complete your agent training and take off as a producing agent.

2. Pre-Licensing Training - We provide pre-licensing training free of charge; individuals will need to pay for the state exam required to sell life and health products.

3. Award-winning Training - Our training, conducted in office, by successful field leaders will fulfill your desire for continuous learning. Bankers Life has been named as a Training Apex Award Winner for eleven years and counting and a CLO LearningElite winner for five years and counting.

4. Advancement Opportunities - Benefit-eligible management positions within local branch structure.

5. Securities Licensing Support to Become a Financial Representative – we provide free securities study materials, study group support and assistance with licensing expenses.

What makes a great Financial Services Professional?

1. Informative - Ability to present complicated concepts effectively and maintain uncompromising principals, such as honesty and integrity.

2. Driven - Self-motivated to network and prospect for new clients, while demonstrating strong time-management skills.

3. Sociable - Strong relationship building and communication skills will bond you with clients and colleagues.

4. Dreamer - Competitive and entrepreneurial spirit to achieve success both for yourself and others.

The Bankers Life Team comes from a variety of backgrounds including, but not limited to, sales, athletics, military, client services, or client-facing roles. Regardless of your professional experience level, we will provide you the skills and knowledge necessary for success. Our Financial Service Professionals help their clients live more and worry less. Apply now and join the team

About us:

With a rich history dating back to 1879, Bankers Life has grown from our founder’s simple wish to make insurance affordable. Today we remain true to our heritage. Strength, stability, and service shape our culture as we help provide financial security solutions.

Forbes has recognized us for our diversity efforts and as a best midsize employer for 2022.

Compensation & Benefits:

· Commission structure designed to grow with you

· Renewable income and Bonus programs plus $400 for the first four weeks as an active agent

· Fully paid insurance licensing, SIE, Series 6, Series 63, CFP, and more

· Retirement Savings Program

#J-18808-Ljbffr