Current jobs related to Financial Representative - Hermitage - Western & Southern Life
-
Financial Services Professional
1 week ago
Hermitage, Pennsylvania, United States Western & Southern Life Full time{"Job Title": "Financial Representative", "Job Description": "Job SummaryWe are seeking a highly motivated and results-driven Financial Representative to join our team at Western & Southern Life. As a Financial Representative, you will be responsible for meeting the financial needs of our middle-income clients by providing risk protection, financial...
-
Consumer Loan Sales Specialist
1 week ago
Hermitage, United States OneMain Financial Full timeJob DescriptionAt OneMain, Consumer Loan Sales Specialists empower customers listening to their needs and providing access to friendly, fast, and affordable financing for lifes expenses. Consumer Loan Sales Specialist will learn the lending and servicing business at OneMain allowing them to grow their career.In the RoleDeliver results related to individual...
-
Consumer Loan Sales Specialist
2 weeks ago
Hermitage, United States OneMain Financial Full timeJob DescriptionAt OneMain, Consumer Loan Sales Specialists empower customers listening to their needs and providing access to friendly, fast, and affordable financing for lifes expenses. Consumer Loan Sales Specialist will learn the lending and servicing business at OneMain allowing them to grow their career.In the RoleDeliver results related to individual...
-
Consumer Loan Sales Specialist
6 days ago
Hermitage, United States OneMain Financial Full timeJob Description At OneMain , Consumer Loan Sales Specialists empower customers - listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. Consumer Loan Sales Specialist will learn the lending and servicing business at OneMain allowing them to grow their career. I n the Role Deliver results related...
-
Consumer Loan Sales Specialist
1 day ago
HERMITAGE HILLS, United States OneMain Financial Full timeJob Description At OneMain , Consumer Loan Sales Specialists empower customers – listening to their needs and providing access to friendly, fast, and affordable financing for life’s expenses. Consumer Loan Sales Specialist will learn the lending and servicing business at OneMain allowing them to grow their career. I n the Role ...
-
Hermitage, United States Abe Barwegen - State Farm Agent Full timeJob DescriptionJob DescriptionPosition Overview:Are you a vibrant individual who thrives on providing exceptional customer experiences? Do you relish the opportunity to engage with the public and make a positive impact? If your answer is a resounding "yes," then embarking on a career journey with a State Farm independent contractor agent might just be the...
-
Customer Service Ambassador
1 week ago
Hermitage, United States Advance Financial Full timeAbout the RoleWe are seeking a highly skilled and customer-focused individual to join our team as a Customer Service Representative. As a key member of our customer service team, you will be responsible for providing exceptional service to our customers, resolving their inquiries and concerns in a timely and professional manner.Key ResponsibilitiesCustomer...
-
Loan Operations Representative 2
1 week ago
Hermitage, United States First National Bank of Pennsylvania Full timePrimary Office Location: Join our team. Make a difference - for us and for your future. Position Title: Loan Operations Representative 2 Business Unit: Operations Reports To: Supervisor of Loan Operations Position Overview: This position is primarily responsible for providing timely and accurate service to internal and external customers in support of the...
-
Loan Operations Representative 2
5 days ago
Hermitage, United States F.N.B. Corporation Full timePrimary Office Location:Join our team. Make a difference - for us and for your future. Position Title: Loan Operations Representative 2 Business Unit: Operations Reports To: Supervisor of Loan Operations Position Overview: This position is primarily responsible for providing timely and accurate service to internal and external customers in support of the...
-
Customer Service Representative
4 days ago
Hermitage, United States Robert Half Full timeJob DescriptionJob DescriptionWe are seeking a Customer Service Representative to join our client's team in Hermitage, Pennsylvania. This role offers a contract to hire employment opportunity, where you will be expected to handle a high volume of inbound and outbound calls, providing exceptional customer service to our customers. The main function of...
-
Insurance and Financial Services Position
4 months ago
Hermitage, United States Andrew Brecht - State Farm Agent Full timeJob DescriptionJob DescriptionBenefits:Bonus based on performanceCompany partiesPaid time offSigning bonusROLE DESCRIPTION:Andrew Brecht State Farm is searching for a competitive Producer who can recognize opportunities and strategically turn leads into long-lasting customer relationships. As our insurance and financial services team member, your knowledge...
-
Customer Service Representative
1 week ago
Hermitage, United States Fifth Third Full timeJob SummaryWe are seeking a highly skilled and experienced Lead CSR/Teller to join our team at Fifth Third Bank. As a key member of our financial center, you will be responsible for providing exceptional customer service, promoting good customer relations, and maintaining a positive and professional work environment.Key ResponsibilitiesCustomer Service:...
-
Consumer Loan Sales Specialist
3 weeks ago
Hermitage Hills, TN, United States OneMain Financial Full timeJob DescriptionAt OneMain, Consumer Loan Sales Specialists empower customers – listening to their needs and providing access to friendly, fast, and affordable financing for life’s expenses. Consumer Loan Sales Specialist will learn the lending and servicing business at OneMain allowing them to grow their career. In the Role Deliver results...
-
Consumer Loan Sales Specialist
1 week ago
Hermitage Hills, TN, United States OneMain Financial Full timeJob DescriptionAt OneMain, Consumer Loan Sales Specialists empower customers – listening to their needs and providing access to friendly, fast, and affordable financing for life’s expenses. Consumer Loan Sales Specialist will learn the lending and servicing business at OneMain allowing them to grow their career. In the Role Deliver results...
-
Banking Professional
2 weeks ago
Hermitage, United States Infinity Ventures Full timeWelcome to Infinity Ventures, a modern and innovative financial institution.We are seeking a highly motivated and experienced Banking Professional to join our team as a Financial Services Representative. As a key member of our customer-facing team, you will be responsible for providing exceptional service to our personal customers.Your Key...
-
Community Director
2 months ago
Hermitage, United States Elmington Full timeJob DescriptionJob DescriptionElmington Property Management is seeking an experienced Community Director in Hermitage, TN for a beautiful affordable property, Hermitage Flats.We hope you are ready to Forget the Ordinary! A Day in the Elmington Life: A Community Director is essential to the property's overall operations, success, and tenant satisfaction....
-
Customer Service
3 days ago
Hermitage, United States Robert Half Full timeJob DescriptionJob DescriptionWe are in search of a Customer Service Representative to join our team in the financial services industry. The position is located in Hermitage, Pennsylvania. The role involves managing customer inquiries, maintaining accurate records, and delivering superior service in a dynamic banking environment. This is a contract to hire...
-
Branch Manager
2 weeks ago
Hermitage, United States LandCare Full timeJob SummaryAs a Branch Manager at LandCare, you will be responsible for leading a team of professionals to deliver exceptional customer service and drive business growth in your local market. This is a key leadership role that requires a strong vision, excellent communication skills, and a passion for building high-performing teams.Key...
-
Branch Director
6 days ago
Hermitage, Tennessee, United States LandCare Full timeBranch ManagerAt LandCare, we're seeking a talented Branch Manager to lead our team and drive business growth in their local market.Key Responsibilities:Lead a culture focused on service, quality, safety, and the promotion of LandCare's core valuesProvide vision and direction, ensuring all team members understand the branch's goals and objectivesBuild strong...
-
Registered Nurse
3 days ago
Hermitage, TN, United States Williamson Health Full timeLocated in Franklin, Tennessee, Williamson Health is one of the South's most exceptional health care systems with a 203 bed hospital (Williamson Medical Center), over 40 providers at our Williamson Health Medical Group locations, the Bone & Joint Institute and the Monroe Carell Junior Children's Hospital Vanderbilt at Williamson Medical Center. Williamson...
Financial Representative
5 months ago
SHENANGO VALLEY PA
Default: Location : City
HERMITAGE
Overview
The purpose of the Financial Representative is to meet the middle-income client needs for risk protection, financial security, and wealth creation by educating clients, analyzing needs, and recommending solutions in an ethical and client-focused manner. The Financial Representative provides financial solutions to the right people, in the right way, for the right reasons.
Responsibilities
- Identify market(s) and develop appropriate marketing plan.
- Prospect and network for middle-market clients by identification of qualified names and making initial contacts.
- Contact and secure appointments with prospective and existing clients for the purpose of sales, conservation and service.
- Adequately prepare for all appointments through established processes.
- Conduct all appointments using Western & Southern Life consultative practices and processes.
- Effectively sell insurance and investment solutions.
- Effectively plan for and schedule all sales, marketing and service activities for the week and foreseeable future.
- Market for the purposes of developing the Western & Southern Life brand at the local level.
- Proactively develop community relationships to cultivate and strengthen presence in target market(s).
- Maintain personal contact with clients to ensure their evolving financial needs are being met.
- Engage in activities for continuous professional development of the skills and knowledge to effectively perform the duties of the job.
- Accurately maintain client and company records, payments, etc., in a timely manner.
- Operate an automobile during both day and night hours.
- High level of integrity.
- Strong work ethic and willing to work hours that include weekday evenings and weekend hours.
- Strong interpersonal, relationship, and influence skills.
- Effective communication skills including listening, speaking and writing.
- Ability to analyze client needs, understand financial products, complete collaborative discovery with client, and sell tailored solutions.
- The ability to influence others to take needed action.
- Demonstrate personal drive and resilience to achieve goals.
- Willing and able to network for new clients.
- Minimum high school diploma or equivalent; college degree preferred.
- Working knowledge of word processing and spreadsheet applications.
- Working knowledge of internet and email.
- Obtain and hold State Life and Health license prior to hire.
- Obtain and hold the FINRA SIE, Series 6 and Series 63 within one year of employment.
- Access to an automobile and ability to maintain a valid driver's license.