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


  • Roanoke, Virginia, United States Meron Financial Agency Full time

    Unlock Your Potential in Financial ServicesMeron Financial Agency is a leading firm committed to empowering individuals and businesses to achieve their financial goals. We're seeking passionate and driven individuals who want to make a meaningful impact on people's lives as financial consultants.Why Choose Meron Financial Agency?We offer a unique opportunity...


  • Roanoke, Virginia, United States Charles Schwab Full time

    Unlock Your Potential in Financial Planning and AdviceAt Charles Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry.We're seeking talented individuals to join our...


  • Roanoke, Virginia, United States Fidelity TalentSource LLC Full time

    About the RoleWe are seeking a highly motivated and customer-focused individual to join our team as a Financial Services Representative. In this role, you will be responsible for providing exceptional customer service and support to our clients, helping them to achieve their financial goals and objectives.Key ResponsibilitiesProvide personalized customer...


  • Roanoke, Virginia, United States Fidelity TalentSource LLC Full time

    About the RoleFidelity TalentSource LLC is seeking a highly motivated and customer-focused Financial Services Representative to join our team. As a Financial Services Representative, you will play a critical role in providing exceptional customer service and support to our clients.Key ResponsibilitiesProvide personalized service to customers, responding to...


  • Roanoke, Virginia, United States Fidelity TalentSource LLC Full time

    Job Description:We are seeking a highly motivated and customer-focused individual to join our team as a Financial Customer Associate. In this role, you will play a critical part in helping our customers achieve their financial goals and objectives.Key Responsibilities:Provide exceptional customer service and support to our clients, responding to their...


  • Roanoke, Virginia, United States Fidelity TalentSource LLC Full time

    About the RoleWe are seeking a highly motivated and customer-focused individual to join our team as a Financial Services Representative. In this role, you will be responsible for providing exceptional customer service and support to our clients, helping them to achieve their financial goals and objectives.Key ResponsibilitiesProvide personalized customer...


  • Roanoke, Virginia, United States Harmony Senior Services Full time

    {"title": "Financial Analyst Role at Harmony Senior Services", "description": "Job SummaryHarmony Senior Services is seeking a skilled Financial Analyst to join our team. As a Financial Analyst, you will be responsible for gathering, organizing, and interpreting financial data to inform business decisions.Key ResponsibilitiesDesign and maintain financial and...


  • Roanoke, Virginia, United States Fidelity Investments Full time

    Launch Your Career with Fidelity InvestmentsWe are seeking a talented and motivated individual to join our customer service team as a Financial Customer Associate. In this role, you will have the opportunity to work with a diverse range of customers, providing exceptional service and support to help them achieve their financial goals.About the RoleThis is a...

  • Financial Analyst

    4 weeks ago


    Roanoke, United States Harmony Senior Services Full time

    Why Harmony?Fulltime Part-time Benefits Packages + 401(k) Telehealth + Flex Spending + Health Savings Account Options Training, Development Career Laddering Great work-life balanceJob Description The Financial Analyst shall be responsible for gathering, organizing and interpreting statistical information based on the financial data of Harmony Senior Services...


  • Roanoke Rapids, North Carolina, United States PRT Financial Full time

    {"title": "Life Insurance Sales Opportunity", "content": "Unlock Your Earning PotentialPRT Financial is seeking highly experienced life insurance agents to join our team. As a life insurance sales professional, you will have the opportunity to build a successful career in a thriving industry.Key Responsibilities:State-licensed life insurance agents or...


  • Roanoke, Virginia, United States Commonwealth of Virginia Full time

    Job SummaryThe Assistant Director of Finance will play a key role in supporting the Director of Finance in overseeing the day-to-day financial operations of the Commonwealth of Virginia. This position will be responsible for providing high-quality financial reporting, managing financial systems, and ensuring compliance with financial regulations.Key...


  • Roanoke, Virginia, United States Fidelity Investments Full time

    Launch Your Career with Fidelity InvestmentsAre you ready to embark on a rewarding career in customer service? Fidelity Investments is seeking a talented individual to join our team as a Financial Customer Associate. This role offers a unique opportunity to develop your skills, build relationships with customers, and advance your career in a dynamic and...


  • Roanoke, Virginia, United States Collabera Full time

    Job SummaryCollabera is seeking a highly skilled Financial Services Representative to join our team. As a Financial Services Representative, you will be responsible for providing exceptional customer service to clients and internal stakeholders.Key ResponsibilitiesSupport loan servicing tasks, including reviewing loan disbursement requests, processing...


  • Roanoke, Virginia, United States Harmony Senior Services Full time

    {"Job Title": "Staff Accountant", "Job Description": "Why Harmony Senior Services?Full-time and part-time benefits packages401(k), telehealth, and flexible spending account optionsTraining and development opportunities for career growthThe Staff Accountant will play a crucial role in providing financial support to Harmony Senior Services. This position...


  • Roanoke, Virginia, United States Harmony Senior Services Full time

    Job DescriptionThe Staff Accountant will be responsible for performing accounting support functions to assigned entities within Harmony Senior Services.Key Responsibilities:Financial Record Keeping: Maintain accurate and up-to-date financial records, including general ledger and cash accounts, bill paying, and monthly account reconciliation.Financial...


  • Roanoke, Virginia, United States Fidelity Investments Full time

    About the RoleFidelity Investments is seeking a highly motivated and customer-focused individual to join our team as a Financial Customer Associate. In this role, you will play a critical part in delivering exceptional customer service and support to our clients.Key ResponsibilitiesProvide personalized support to customers through various channels, including...


  • Roanoke, United States Transparent Financial Full time

    Job DescriptionJob DescriptionOur organization is expanding, and we are looking to hire a B2B Sales Representative in Roanoke and the surrounding area. This position provides the opportunity for rapid income growth and advancement upon proven proficiency with our system.Who we are:We have built a nationally recognized sales organization headquartered in...


  • Roanoke, Texas, United States Charles Schwab Full time

    Position Type: RegularYour OpportunityAs a Global Financial Services Advisor, you will cater to both international and domestic clients, addressing a comprehensive array of service and trading requirements. You will thrive in a dynamic, collaborative setting, assisting clients with trading in stocks, ETFs, mutual funds, and options, alongside general account...

  • Registered Nurse

    1 month ago


    Roanoke, Virginia, United States Specialty Professional Services, Corp. Full time

    Specialty Professional Services, Corp. is currently seeking a skilled travel nurse RN for the Progressive Care Unit (PCU). This travel nursing position offers an exciting opportunity to work in a dynamic healthcare environment.Position OverviewSpecialty: PCU - Progressive Care UnitDiscipline: Registered Nurse (RN)Employment Type: TravelWeekly Hours: 36...


  • Roanoke Rapids, North Carolina, United States Horizon Group Full time

    Customer Advisor for Financial ServicesAt Horizon Group, we value our community and take responsibility for our region and its people. Our company culture is built on trust and appreciation, and we strive to live these values in our interactions with customers and employees alike.We are seeking a Customer Advisor to join our team in a part-time or full-time...

Financial Services Professional

4 months ago


Roanoke, United States Bankers Life Full time

Financial Services Professional - Hybrid Experience

Location: Roanoke, VA, 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