Financial Services Professional

4 weeks ago

Dallas, United States Bankers Life Full time

Financial Services Professional - Hybrid Experience Location: Dallas, TX, 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

  • Senior Service Professional

    4 weeks ago

    dallas, United States Cetera Financial Group Full time

    Cetera is currently seeking a Senior Service Professional.This is a unique opportunity to join our team in providing operational support and world-class customer service to our clients. There is potential for this to be a hybrid role based on a successful training period.This is a hybrid role, 2-3 days a week in office.What you will do: Cultivating...

  • Senior Service Professional

    4 weeks ago

    dallas, United States Cetera Financial Group Full time

    Cetera is currently seeking a Senior Service Professional.This is a unique opportunity to join our team in providing operational support and world-class customer service to our clients. There is potential for this to be a hybrid role based on a successful training period.This is a hybrid role, 2-3 days a week in office.What you will do: Cultivating...

  • Financial Analyst

    2 weeks ago

    dallas, United States SNI Financial Full time

    SNI Financial has partnered with a large and growing consumer services company in the far north Dallas area. The ideal candidate will be responsible for using their analytical mindset to analyze and interpret financial data, then relating it to potential business trends and issues. This candidate will have strong modeling, valuation and short/long term...

  • Financial Analyst

    2 weeks ago

    Dallas, United States SNI Financial Full time

    SNI Financial has partnered with a large and growing consumer services company in the far north Dallas area. The ideal candidate will be responsible for using their analytical mindset to analyze and interpret financial data, then relating it to potential business trends and issues. This candidate will have strong modeling, valuation and short/long term...

  • Financial Analyst

    3 weeks ago

    dallas, United States Financial Additions Full time

    Financial Additions has partnered with a top investment firm in Dallas in search of a Financial Analyst to join their growing team! Company Offers:As a key contributor this position will have a significant impact on the overall success of the company. Highly visible role with exposure to executive leadership. Generous benefits package. Duties and...

  • Financial Analyst

    3 weeks ago

    Dallas, United States Financial Additions Full time

    Financial Additions has partnered with a top investment firm in Dallas in search of a Financial Analyst to join their growing team! Company Offers:As a key contributor this position will have a significant impact on the overall success of the company. Highly visible role with exposure to executive leadership. Generous benefits package. Duties and...

  • Financial Analyst

    3 weeks ago

    dallas, United States Financial Additions Full time

    Financial Additions has partnered with a top investment firm in Dallas in search of a Financial Analyst to join their growing team! Company Offers:As a key contributor this position will have a significant impact on the overall success of the company. Highly visible role with exposure to executive leadership. Generous benefits package. Duties and...

  • Senior Financial Systems Expert

    23 hours ago

    Dallas, Texas, United States Financial Additions Full time

    Company Overview:">">Financial Additions is a leading financial services company seeking a highly skilled consultant to lead the implementation of our Accounts Payable system.">">Estimated Salary: $80,000 - $120,000 per annum based on experience and qualifications.">Job Description:">We are looking for an experienced controller-level consultant to join our...

  • Financial Accounting Professional

    2 days ago

    Dallas, Texas, United States MCI, LC Full time

    Join MCI, LC, a leading Business Process Outsourcing (BPO) company, as a Financial Accounting Professional.We are seeking an experienced and highly motivated individual to play a critical role in maintaining accurate financial records and ensuring the smooth operation of our organization's accounting processes.This is a challenging and rewarding opportunity...

  • Financial Advisor

    4 weeks ago

    Dallas, United States Spectrum Financial Group Full time

    JOB DESCRIPTIONYou’ve spent a good portion of your career building the practice you envisioned. You also know that the next step of your journey would benefit from a bold, forward-thinking partner. We respect your experience and your expertise. At our firm, you’ll have the freedom to build your practice the way you want to, with the support of a business...

  • Business Development Professional

    3 weeks ago

    Dallas, Texas, United States PR Financial Full time

    About PR FinancialPR Financial is an independent marketing organization in the financial services industry, serving clients with expertise in life insurance, health insurance, retirement, annuities, Medicare, and senior benefits. We offer a unique approach, empowering agents to own their book of business and providing a platform for growth and...

  • Financial Service Representative

    4 weeks ago

    Dallas, Texas, United States The Intersect Group Full time

    **Job Summary**The Intersect Group is seeking a highly skilled Personal Banker to join our team in Uptown Dallas. As a key member of our banking center, you will be responsible for managing customer relationships, providing financial solutions, and ensuring exceptional customer service.**Responsibilities**Develop and maintain strong relationships with...

  • Senior Financial Planning Specialist

    1 month ago

    Dallas, Texas, United States 2Bros Services Full time

    We are seeking a highly skilled financial professional to contribute to our team's success. The ideal candidate will have experience analyzing financial data, developing profit-focused action plans, and creating trend forecasts and variance monitoring reports. Additionally, this person should be proficient in data visualization and modeling. The right...

  • Financial Services Representative

    1 month ago

    Dallas, Texas, United States New York Life DFW Full time

    Financial Advisor OpportunityWe are seeking a highly motivated and enthusiastic individual to join our team as a Financial Advisor based in Frisco, TX. This role is perfect for those eager to expand their knowledge and skills in finance.About the RoleAs a Financial Advisor, you will work closely with clients to assess their financial requirements, develop...

  • Financial Accountant

    3 weeks ago

    Dallas, Texas, United States WOTM - Partners Professional Full time

    Job Summary:We seek an experienced Billing & Receivables Accountant to work in our Accounting Team. The individual will be responsible for handling the daily billing and collections of our customers. They will also assist during month-end close with reconciliation and journal entries as needed.The ideal candidate will have excellent organizational skills and...

  • Client Services Representative

    1 month ago

    Dallas, United States Howell Financial Group Full time

    About Us: Howell Financial Group is a leading financial services firm committed to providing personalized solutions for individuals, families, and businesses. We offer a wide range of services, including investment management, retirement planning, estate planning, and wealth management. Our team is dedicated to delivering exceptional service and customized...

  • Financial Services Representative

    1 month ago

    Dallas, Texas, United States MCI Careers Full time

    Job Title: Financial Contact Center RepresentativeJob Summary:We are seeking a highly motivated and customer-focused Financial Contact Center Representative to join our team. As a Financial Contact Center Representative, you will be responsible for providing exceptional customer service to our clients, handling inbound customer calls, and resolving customer...

  • Client Services Representative

    1 month ago

    Dallas, United States Howell Financial Group Full time

    About Us:Howell Financial Group is a leading financial services firm committed to providing personalized solutions for individuals, families, and businesses. We offer a wide range of services, including investment management, retirement planning, estate planning, and wealth management. Our team is dedicated to delivering exceptional service and customized...

  • Senior Financial Services Specialist

    1 week ago

    Dallas, Texas, United States PNC Bank NA Full time

    Job DescriptionPNC Bank NA is seeking a highly skilled Senior Financial Services Specialist to join our team.About the RoleThis is a challenging and rewarding position that requires a strong background in finance and customer service. As a Senior Financial Services Specialist, you will be responsible for providing top-notch financial services to our clients,...

  • Associate Service Desk Engineer

    4 hours ago

    Dallas, United States Triumph Financial Full time

    Join TriumphX! TriumphX, a member of the Triumph Financial portfolio of brands, provides a concentration of technology and project management resources the members of the Triumph Financial portfolio of brands - TriumphPay, Triumph and TBK Bank - via a shared service model. We're looking for top tech and project management talent to analyze, recommend and...