We have other current jobs related to this field that you can find below

  • Customer Service Representative

    2 months ago

    Cleveland, United States PFS - Professional Financial Services Full time

    Do you take pride in having exceptional communication skills? Are you comfortable providing noteworthy customer service and building relationships along the way? Your skills could be used to work hand in hand in assisting our customers. With this role, you will have the opportunity to help them through their automobile financing needs both over the phone and...

  • Customer Service Representative

    3 months ago

    Cleveland, United States PFS - Professional Financial Services Full time

    Do you take pride in having exceptional communication skills? Are you comfortable providing noteworthy customer service and building relationships along the way? Your skills could be used to work hand in hand in assisting our customers. With this role, you will have the opportunity to help them through their automobile financing needs both over the phone and...

  • Customer Service Representative

    3 months ago

    Cleveland, United States PFS - Professional Financial Services Full time

    Do you take pride in having exceptional communication skills? Are you comfortable providing noteworthy customer service and building relationships along the way? Your skills could be used to work hand in hand in assisting our customers. With this role, you will have the opportunity to help them through their automobile financing needs both over the phone and...

  • Financial Accounting Specialist

    1 day ago

    Cleveland, Ohio, United States PNC Financial Services Group Full time

    Position OverviewAt PNC Financial Services Group, our employees are our most valuable asset and competitive edge in the markets we operate. We are committed to providing the best experience for our clients. Our collaborative efforts each day aim to cultivate an inclusive workplace culture where all employees feel respected, valued, and empowered to...

  • Financial Services Professional

    2 months ago

    East Cleveland, United States Bankers Life Full time

    Financial Services Professional - Hybrid Experience Location: Cleveland East, OH, 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...

  • Lead Financial Analyst

    6 days ago

    Cleveland, Ohio, United States Creative Financial Staffing Full time

    Lead Financial Analyst Remote OpportunityCreative Financial Staffing is in search of a proficient Lead Financial Analyst to enhance our finance department. This pivotal role is essential for sustaining the financial integrity of our organization and delivering precise financial insights.Core Responsibilities:Manage and oversee the general ledger...

  • Bilingual Financial Professional

    14 hours ago

    Cleveland, Ohio, United States Teksky Full time

    Job DescriptionWe are seeking a highly skilled Bilingual Accountant to join our team at Teksky. As a key member of our finance department, you will be responsible for managing financial transactions, preparing financial statements, and ensuring compliance with accounting standards.Key Responsibilities:Manage financial data and prepare financial reportsEnsure...

  • Financial Operations Manager

    1 day ago

    Cleveland, Ohio, United States Creative Financial Staffing Full time

    Financial Operations ManagerAbout the RoleJoin a stable company well known for exceptional service and loyalty, with a strong focus on financial management and leadership.Competitive benefits and growth opportunities for a talented and dedicated individual.The Financial Operations Manager will serve as a main point of contact with external auditors and team...

  • Financial Operations Manager

    2 days ago

    Cleveland, Ohio, United States Creative Financial Staffing Full time

    Financial Operations ManagerAbout the RoleJoin a stable company well known for exceptional service and loyalty, and contribute to its continued success.Competitive benefits and growth opportunities await the right candidate.The Financial Operations Manager will serve as a main point of contact with external auditors and team members, providing exceptional...

  • Financial Accounting Specialist

    6 days ago

    Cleveland, Ohio, United States The PNC Financial Services Group, Inc Full time

    Position Overview At The PNC Financial Services Group, Inc., our workforce is our most significant differentiator and competitive edge in the sectors we operate. We are all committed to providing the best experience for our clients. Each day, we collaborate to cultivate an inclusive workplace culture where all employees feel acknowledged, valued, and have...

  • Financial Operations Associate

    6 days ago

    Cleveland, Ohio, United States Creative Financial Staffing Full time

    Financial Operations AssociateAbout Creative Financial Staffing and the Financial Operations Associate opportunity:Become part of a prominent and expanding legal firm with a national presence.Enjoy a flexible work arrangement with excellent benefits and paid time off.Discover pathways for advancement within the finance and accounting department.Work under...

  • Senior Financial Advisor Sr

    2 weeks ago

    Cleveland, United States The PNC Financial Services Group, Inc Full time

    Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the...

  • Experienced Accounting Professional

    6 days ago

    Cleveland, Ohio, United States Creative Financial Staffing Full time

    Financial SpecialistOur client, a distinguished leader in the industry, is in search of a meticulous and well-organized Financial Specialist to enhance their accounting department.Key Responsibilities:Maintain and prepare comprehensive financial documentation, reports, and ledger accountsAssist in the closing processes at the end of each month and fiscal...

  • Customer Service Representative I

    4 months ago

    Cleveland, United States AmTrust Financial Full time

    Make your passion your career. Are you intrigued by exploring the ways that insurance can help business' flourish? As a Customer Service Representative, you are the human connection to AmTrust Financial: energic, thoughtful, and professional. You wil Customer Service Representative, Customer Service, Representative, Retail

  • Certified Financial Planner

    8 hours ago

    Cleveland, Ohio, United States Gpac Full time

    Job Summary:The Financial Planner position at GPAC offers a competitive salary, a full range of benefits, and a management team who believes in and invests in their people. If you are a Financial Planner looking for an opportunity to join an organization that offers a professional environment for you to operate independently while still offering the support...

  • Tax Advisory Professional

    6 days ago

    Cleveland, Ohio, United States Creative Financial Staffing Full time

    Senior Tax ConsultantCreative Financial Staffing is in search of a proficient Tax Accountant to enhance their dynamic team. This position presents a remarkable opportunity for a tax expert to engage in a variety of client projects and contribute to comprehensive tax strategies and compliance initiatives.Core Responsibilities:Prepare and assess federal,...

  • Financial Services Supervisor, Central Region

    5 days ago

    Cleveland, Ohio, United States Dollar Bank, FSB Full time

    Position OverviewAre you ready to embark on a rewarding career as a supervisory professional in the financial services sector? At Dollar Bank, FSB, we are seeking individuals who are passionate about assisting clients and enhancing their financial health.Key ResponsibilitiesClient Support: Provide exceptional service to customers, addressing their banking...

  • Customer Service

    3 weeks ago

    Cleveland, United States Splash Financial Full time

    Job DescriptionJob DescriptionABOUT OUR COMPANY:The crushing weight of debt is something that we believe holds people back from reaching their dreams and making a splash in the world. So in 2013, after seeing our friends and family struggle with student loans, we created Splash Financial. Over the years, our mission has expanded to include helping people...

  • Financial Services Representative

    6 days ago

    Cleveland, Ohio, United States Third Federal Savings and Loan Association Full time

    Join Our Team at Third Federal Savings and Loan AssociationAt Third Federal, recognized for five consecutive years as one of the top workplaces in America by Fortune magazine, we pride ourselves on fostering a supportive and customer-focused work environment. We offer competitive compensation, a comprehensive benefits package, and ample opportunities for...

  • Insurance Sales Consultant

    6 days ago

    Cleveland, Ohio, United States Schreiber Financial Services LLC Full time

    Job DescriptionSchreiber Financial Services LLC is a prominent provider of life and health insurance solutions, dedicated to offering security and assurance to families across the nation. With a legacy of innovation in the insurance sector, we prioritize customer satisfaction and community engagement.Position: Insurance Sales ConsultantLocation: [Specify...

Financial Services Professional

2 months ago

Cleveland, United States Bankers Life Full time

Financial Services Professional - Hybrid Experience

Location:

Cleveland West, OH, 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