Current jobs related to Financial Services Professional - Kalamazoo - Bankers Life

  • Financial Services Professional

    11 hours ago

    Kalamazoo, Michigan, United States Consumers Credit Union Full time

    Financial Advisor Job DescriptionWe are seeking a highly skilled Financial Advisor to join our team at Consumers Credit Union. As a Financial Advisor, you will play a critical role in providing expert financial guidance to our members, helping them achieve their short and long-term financial goals.Key Responsibilities:Provide comprehensive financial analysis...

  • Financial Services Professional

    2 weeks ago

    Kalamazoo, Michigan, United States Atria Wealth Solutions Full time

    Job SummaryAtria Wealth Solutions is seeking a highly skilled Financial Advisor to provide expert investment services to our clients. As a key member of our team, you will be responsible for analyzing and guiding businesses and individuals in making informed investment decisions.Key ResponsibilitiesFinancial Analysis and Guidance: Provide in-depth analysis...

  • Financial Services Representative

    4 weeks ago

    Kalamazoo, Michigan, United States Arbor Financial Credit Union Full time

    Job OverviewPosition Title: Teller IIClassification: Non-ExemptDepartment: OperationsSupervisor: Branch ManagerObjective: Greet members upon their arrival at the credit union, addressing inquiries and guiding them to the suitable department. Attend to members' financial requirements and transaction requests concerning their accounts, including...

  • Financial Services Representative II

    4 weeks ago

    Kalamazoo, Michigan, United States Arbor Financial Credit Union Full time

    Job OverviewPosition Title: Teller IIClassification: Non-ExemptDepartment: OperationsSupervisor: Branch ManagerObjective: Greet members upon their arrival at the credit union, addressing inquiries and guiding them to the suitable department. Attend to members' financial requirements and transaction requests related to their accounts, encompassing...

  • Part-time Financial Services Representative

    3 weeks ago

    Kalamazoo, Michigan, United States Arbor Financial Credit Union Full time

    Job SummaryArbor Financial Credit Union is seeking a highly motivated and customer-focused Part-time Personal Banker to join our team. As a Part-time Personal Banker, you will be responsible for providing exceptional service to our members, processing transactions, and promoting credit union products and services.Key ResponsibilitiesMember Service: Provide...

  • Customer Service Representative

    6 days ago

    Kalamazoo, Michigan, United States PNC Financial Services Group Full time

    Customer Service Representative Role OverviewWe are seeking a skilled Customer Service Representative to join our team at PNC Financial Services Group. As a key member of our customer service team, you will be responsible for delivering exceptional customer experiences and resolving customer inquiries and issues in a timely and professional manner.Key...

  • Financial Services Coordinator

    2 weeks ago

    Kalamazoo, Michigan, United States Kestra Financial Independent Advisor Full time

    Client Service AssociateAt Kestra Financial Independent Advisor, we are seeking a highly motivated and detail-oriented Client Service Associate to join our team. This role is critical to providing exceptional client experiences and requires excellent communication, organizational, and time management skills.Key Responsibilities:Support Lead Advisors in...

  • Customer Service Representative

    3 weeks ago

    Kalamazoo, Michigan, United States PNC Financial Services Group Full time

    **Job Summary**We are seeking a highly skilled Customer Service Representative to join our team at PNC Financial Services Group. As a Customer Service Representative, you will be responsible for delivering exceptional customer service and support to our clients through various channels.**Key Responsibilities:**Provide timely and effective responses to...

  • Client Service Associate

    2 weeks ago

    Kalamazoo, United States Kestra Financial Independent Advisor Full time

    Summary: Financial Planning firm located in Kalamazoo Michigan seeks a highly energized and confident client service associate who will thrive in a busy environment. This position is critical to providing superior client experience. This position utilizes excellent customer service, attention to detail, and time management skills.Essential Duties and...

  • Financial Services Representative

    3 weeks ago

    Kalamazoo, Michigan, United States Kestra Financial Independent Advisor Full time

    Job Summary:Kestra Financial Independent Advisor is seeking a highly motivated and detail-oriented Client Service Associate to join our team. As a Client Service Associate, you will play a critical role in providing exceptional client experience and supporting the Lead Advisor of a large book of business.Key Responsibilities:Support the Lead Advisor in...

  • Client Service Associate

    4 months ago

    Kalamazoo, United States Kestra Financial Independent Advisor Full time

    Summary: Financial Plan ning firm located in Kalamazoo Michigan seeks a highly energized and confident client service associate who will thrive in a busy environment. This position is critical to providing superior client experience. This position utilizes excellent customer service, attention to detail, and time management skills. Essential Duties and...

  • Client Service Associate

    4 months ago

    Kalamazoo, United States Kestra Financial Independent Advisor Full time

    Job DescriptionJob DescriptionSummary: Financial Planning firm located in Kalamazoo Michigan seeks a highly energized and confident client service associate who will thrive in a busy environment. This position is critical to providing superior client experience. This position utilizes excellent customer service, attention to detail, and time management...

  • Financial Operations Supervisor

    4 weeks ago

    Kalamazoo, Michigan, United States Creative Financial Staffing Full time

    Job Title: Financial Operations SupervisorDepartment: FinancePosition Type: Full-timeReports To: Director of FinanceJob OverviewThe Financial Operations Supervisor will manage the organization's accounts receivable functions. This position entails overseeing student financial accounts, ensuring prompt invoicing and collection of fees, and maintaining precise...

  • Customer Service Representative Specialist Sr

    3 weeks ago

    Kalamazoo, Michigan, United States PNC Financial Services Group Full time

    Job SummaryPNC Financial Services Group is seeking a highly skilled and experienced Senior Customer Service Representative to join our Treasury Management Client Care organization. As a Senior Customer Service Representative, you will be responsible for providing exceptional customer service to our clients, resolving complex customer inquiries, and working...

  • Senior Customer Service Representative

    3 weeks ago

    Kalamazoo, Michigan, United States PNC Financial Services Group Full time

    Job DescriptionPNC Financial Services Group is seeking a highly skilled and experienced Customer Service Representative Specialist Sr to join our team. As a key member of our Treasury Management Client Care organization, you will be responsible for delivering exceptional customer service and support to our clients.Key Responsibilities:Customer Service:...

  • Customer Service and Support Team Lead

    3 weeks ago

    Kalamazoo, Michigan, United States PNC Financial Services Group Full time

    Job SummaryPNC Financial Services Group is seeking a highly skilled Customer Service and Support Supervisor to join our team. As a key member of our organization, you will be responsible for leading a team of customer service representatives and ensuring that our customers receive exceptional service.Key ResponsibilitiesTeam Leadership: Lead a team of...

  • Customer Service Representative

    7 days ago

    Kalamazoo, Michigan, United States PNC Financial Services Group Full time

    Job DescriptionPNC Financial Services Group is seeking a highly skilled Customer Service Representative to join our team in Kalamazoo, MI. As a key member of our Video Banking Center, you will play a critical role in delivering exceptional customer experiences and supporting our strategic vision.Key Responsibilities:Provide top-notch customer service and...

  • Customer Service Representative

    2 weeks ago

    Kalamazoo, Michigan, United States PNC Financial Services Group Full time

    Job DescriptionPNC Financial Services Group is seeking a highly skilled Customer Service Representative to join our Video Banking Center team. As a key member of our team, you will be responsible for delivering exceptional customer service and support to our clients.Key Responsibilities:Customer Service: Provide top-notch customer service to clients via...

  • Customer Service Representative

    2 weeks ago

    Kalamazoo, Michigan, United States PNC Financial Services Group Full time

    **Customer Service Representative Role Overview**PNC Financial Services Group is seeking a skilled Customer Service Representative to join our team. As a Customer Service Representative, you will be responsible for delivering exceptional customer experiences through various channels, including phone, email, and chat.**Key Responsibilities:**Provide timely...

  • Customer Service and Support Supervisor

    15 hours ago

    Kalamazoo, Michigan, United States PNC Financial Services Group Full time

    Job DescriptionPNC Financial Services Group is seeking a highly skilled Customer Service and Support Supervisor to join our team. As a key member of our Video Banking organization, you will be responsible for leading a team of customer service representatives and ensuring that our customers receive exceptional service.Key ResponsibilitiesLead a team of...

Financial Services Professional

4 months ago

Kalamazoo, United States Bankers Life Full time

Financial Services Professional - Hybrid Experience

Location: Kalamazoo, MI, 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 founders 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