Financial Services Professional

3 weeks ago


Sacramento, United States Bankers Life Full time

Financial Services Professional - Hybrid Experience Location: Sacramento, CA, 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: 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. Gain Expertise - Obtain knowledge beyond licensed agent training through sponsored course work, and proprietary agent development training. 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. 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 : Hybrid Experience - Flexible in-office schedules once you complete your agent training and take off as a producing agent. 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. 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. Advancement Opportunities - Benefit-eligible management positions within local branch structure. 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? Informative - Ability to present complicated concepts effectively and maintain uncompromising principals, such as honesty and integrity. Driven - Self-motivated to network and prospect for new clients, while demonstrating strong time-management skills. Sociable - Strong relationship building and communication skills will bond you with clients and colleagues. 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



  • sacramento, United States Nova Financial Partners Full time

    This role is remote, great for the stay-at-home career seeker or those who would like to add another stream of income to their resume. No prior experience is required as we have an incredible training program through our company!Work TypesWe offer 2 types of work-effort1. Full Time2. Part Time*You do not have to quit your current job if you start with either...


  • Sacramento, United States Nova Financial Partners Full time

    This role is remote, great for the stay-at-home career seeker or those who would like to add another stream of income to their resume. No prior experience is required as we have an incredible training program through our company!Work TypesWe offer 2 types of work-effort1. Full Time2. Part Time*You do not have to quit your current job if you start with either...


  • Sacramento, United States Nova Financial Partners Full time

    This role is remote, great for the stay-at-home career seeker or those who would like to add another stream of income to their resume. No prior experience is required as we have an incredible training program through our company!Work TypesWe offer 2 types of work-effort1. Full Time2. Part Time*You do not have to quit your current job if you start with either...


  • Sacramento, California, United States Spieldenner Financial Group Full time

    Empowering Families, Enhancing CareersAt Spieldenner Financial Group, we're dedicated to providing comprehensive financial protection for mid-market families. Our team of experienced professionals is passionate about helping individuals and families navigate life's uncertainties and achieve their long-term goals.Key Responsibilities:Identify and meet the...


  • Sacramento, California, United States Nova Financial Partners Full time

    Financial Services Career OverviewNova Financial Partners is seeking a highly motivated and dedicated individual to join our team as a Financial Services Professional. This role offers a unique opportunity to develop a successful career in the financial services industry.Key ResponsibilitiesAs a Financial Services Professional, you will be responsible for...


  • Sacramento, California, United States Allworth Financial Full time

    Job SummaryAllworth Financial is seeking a highly experienced and skilled Head of Wealth Planning to lead our financial planning methodology and drive strategic initiatives. As a senior leader, you will be responsible for steering the firm's overall financial planning approach, ensuring it aligns with our goals and client needs.Key Responsibilities:Strategic...

  • Sales Assistant

    4 weeks ago


    Sacramento, California, United States Atria Wealth Solutions Full time

    Job DescriptionAt Atria Wealth Solutions, we are seeking a highly skilled Sales Assistant to join our team in the Sacramento, CA area. As a Sales Assistant, you will play a crucial role in providing exceptional member service and sales support for our Investment & Insurance Services group.ResponsibilitiesCoordinate with Financial Advisors and branch staff on...


  • Sacramento, California, United States California Governor's Office of Emergency Services Full time

    Job DescriptionThe California Governor's Office of Emergency Services (Cal OES) is seeking an experienced professional to fill the role of Assistant Director, Administrative Services. This position plays a critical role in supporting the agency's financial services, budget office, accounting, and local and disaster assistance programs.ResponsibilitiesDevelop...


  • Sacramento, California, United States Department of Rehabilitation Full time

    Job SummaryWe are seeking a highly skilled Financial Services Accountant to perform semi-professional accounting work in the establishment and maintenance of accounts payable and/or accounts receivable.The ideal candidate will have a strong background in accounting and be able to consistently exercise initiative, independence, and originality in support of...


  • Sacramento, California, United States Ledgent Finance & Accounting Full time

    About the RoleLedgent Finance & Accounting is seeking a highly skilled Financial Accounting Professional to join our team.


  • Sacramento, California, United States The Management Association, Inc. Full time

    Job Title: Financial Services CoordinatorJob Summary:The Management Trust is seeking a highly skilled Financial Services Coordinator to join our team. As a key member of our financial services department, you will be responsible for providing support for our community's treasury, banking, and lending relationships.Key Responsibilities:Maintain association...


  • Sacramento, California, United States Catholic Funeral and Cemetery Services Full time

    Job Title: Chief Financial OfficerJob Summary:We are seeking a highly skilled Chief Financial Officer to lead and direct the financial and administrative functions of Catholic Funeral and Cemetery Services. The successful candidate will be responsible for ensuring the financial records are maintained in accordance with Generally Accepted Accounting...


  • Sacramento, California, United States Universal Health Services Full time

    Job DescriptionUniversal Health Services (UHS) is seeking a highly skilled and motivated Chief Financial Officer (CFO) in Training to join our team. As a key member of our finance department, you will be responsible for developing and implementing financial strategies to drive business growth and profitability.Key ResponsibilitiesMonitor and control accounts...


  • Sacramento, United States Universal Health Services Full time

    ResponsibilitiesOne of the nation's largest and most respected providers of hospital and healthcare services, Universal Health Services, Inc. (UHS) has built an impressive record of achievement and performance. Growing steadily since its inception into an esteemed Fortune 500 corporation, annual revenues were $14.3 billion in 2023. During the year, UHS was...


  • Sacramento, California, United States The Kind Agency-Powered by Symmetry Financial Group Full time

    Unlock Your Earning PotentialAre you ready to take control of your financial future and earn a six-figure income? Our company offers a unique opportunity for individuals to become successful insurance sales professionals, working from the comfort of their own homes or on-site with clients.We provide comprehensive training and ongoing mentorship to ensure our...


  • Sacramento, California, United States Symmetry Financial Group - Gary Uyemura Full time

    About UsSymmetry Financial Group - Gary Uyemura is a leading provider of life insurance and financial services. We are committed to helping individuals and families achieve their financial goals through our innovative products and personalized service.Job DescriptionWe are seeking a highly motivated and disciplined individual to join our team as a Customer...

  • Accountant Trainee

    3 weeks ago


    Sacramento, California, United States State Treasurer's Office Full time

    Job Description and DutiesThe Accountant Trainee will perform professional accounting duties under the supervision of the Accounting Administrator II, focusing on auditing and processing complex invoices and grants within the Accounts Payable Unit.This Role is Part of Our Public Finance TeamThe selected candidate will work closely with the Accounting...


  • Sacramento, California, United States Mutual of Omaha Full time

    Financial Representative Trainee RoleAt Mutual of Omaha, we are seeking a highly motivated and results-driven Financial Representative Trainee to join our team. As a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance...


  • Sacramento, California, United States The Kind Agency-Powered by Symmetry Financial Group Full time

    Unlock Your Earning PotentialAre you ready to take control of your financial future? We're seeking highly motivated individuals to join our team as Life Insurance Sales Professionals. As a remote agent, you'll have the freedom to work from anywhere and set your own schedule.Key Benefits:Unlimited earning potentialFlexible schedulingHands-on training and...


  • Sacramento, California, United States Citigroup Inc Full time

    The Personal Banker SAFE Act role at Citigroup Inc. is an entry-level position that involves assisting in the execution of sales, products, or service activities in coordination with the customer service team. The primary objective of this role is to foster relationships with customers to build loyalty and increase sales to individual consumer clients.Key...