Financial Services Professional
2 weeks ago
Financial Services Professional - Hybrid Experience Location: Orlando, FL, 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
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Financial Services Professional
3 weeks ago
Orlando, Florida, United States Bankers Life Full timeFinancial Services Career OpportunityBankers Life 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 this opportunity.Our...
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Financial Services Representative
3 weeks ago
Orlando, Florida, United States OneMain Financial Full timeAt OneMain Financial, we empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses.As a Consumer Loan Sales Specialist, you will learn the lending and servicing business, allowing you to grow your career.Key responsibilities include:Delivering results related to individual and...
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Part-Time Financial Service Expert
3 weeks ago
Orlando, Florida, United States Addition Financial Full timeAbout Addition FinancialWe are a member-owned, not-for-profit financial cooperative that has been serving our community since 1937. Our mission is to bring financial success and education to everyone, and we're looking for people who share our vision.Job SummaryWe're seeking a Part-Time Financial Service Expert to join our team. As a Relationship Advisor,...
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Financial Services Representative
4 weeks ago
Orlando, Florida, United States Global Financial Impact - Marco Esquivel Full timeJob OverviewGlobal Financial Impact is seeking a highly motivated and results-driven Financial Services Representative to join our team. As a key member of our organization, you will play a vital role in helping clients and businesses achieve their financial goals by providing expert advice and solutions.Key Responsibilities:Develop and maintain a client...
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Senior Financial Services Professional
3 weeks ago
Orlando, Florida, United States New York Life - Orlando Office Full timeJob DescriptionNew York Life - Orlando Office is seeking a motivated financial service professional to help clients achieve a sound financial future. Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners,...
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Licensed Financial Services Professional
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Financial Operations Specialist
3 weeks ago
Orlando, Florida, United States Clinical Professional Connections Full timeJob DescriptionWe are seeking a highly organized and detail-oriented Financial Operations Specialist to join our team at Clinical Professional Connections. The ideal candidate will have strong proficiency in QuickBooks and extensive experience managing accounts receivable, accounts payable, and overall financial operations.Key Responsibilities:Manage all...
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Insurance and Financial Services Professional
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Orlando, Florida, United States Susan Collins - State Farm Agent Full timeJob OverviewAt Susan Collins - State Farm Agent, we're seeking a talented Producer who can excel in our Insurance and Financial Services Position. As a key member of our team, you'll leverage your knowledge of insurance products and industry trends to communicate effectively with clients, identify their needs, and market relevant solutions. Your expertise...
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Financial Services Professional
4 weeks ago
Orlando, Florida, United States Bankers Life Full timeFinancial Services Career OpportunityBankers Life 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 this opportunity.Our...
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Financial Security Specialist
4 weeks ago
Orlando, Florida, United States Olsen Financial Group Full timeJob OverviewWe are seeking highly motivated professionals to join our team at Olsen Financial Group as a Financial Security Specialist. As a key member of our team, you will play a vital role in helping families protect their most valuable assets and build a secure financial future.Key ResponsibilitiesAssist clients in identifying and addressing their...
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Chief Financial Officer
4 weeks ago
Orlando, Florida, United States Creative Financial Staffing Full timeSenior Director of Finance OpportunityAbout the Company:A leading healthcare organization in the Orlando market, recognized for its commitment to excellence and community involvementJob Summary:The Senior Director of Finance will play a critical role in managing accounting, budgetary, and financial planning activities for two service lines: pharmacy and...
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Financial Accounting Director
3 weeks ago
Orlando, Florida, United States Creative Financial Staffing Full timeAccounting Manager Opportunity:Creative Financial Staffing is seeking an experienced and highly motivated Accounting Manager to join their growing division. As the Accounting Manager, you will be responsible for overseeing the accounting and financial reporting operations.This is a full-time position and will report to the Director of Corporate Accounting...
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Financial Services Specialist
3 weeks ago
Orlando, Florida, United States Equitable Advisors Full timeJob DescriptionEquitable Advisors is a leading firm in the financial services industry, dedicated to helping individuals build fulfilling futures. We are currently seeking a Retirement Benefits Group (RBG) Financial Professional to join our team.The ideal candidate will have a strong understanding of financial products and services, as well as excellent...
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Account Associate
3 weeks ago
Orlando, Florida, United States Chris Vella - State Farm Agent Full timeAre you a customer-focused individual with a passion for insurance and financial services? Do you enjoy working with the public and building strong relationships? If so, we may have the perfect opportunity for you as a State Farm Agent Team Member.ResponsibilitiesEstablish and maintain strong customer relationships through regular follow-up and...
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Financial Operations Manager
3 weeks ago
Orlando, Florida, United States Creative Financial Staffing Full timeAssistant Controller OpportunityAre you a seasoned accounting professional looking for a new challenge? We have an exciting opportunity for an Assistant Controller to join our team at Creative Financial Staffing. As a key member of our accounting team, you will be responsible for supporting the month-end, quarter-end, and year-end close processes, including...
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Financial Management Professional
3 weeks ago
Orlando, Florida, United States Lighthouse Central Florida Full timeJob Title: ControllerAt Lighthouse Central Florida, we are seeking a highly skilled and experienced Controller to join our team. The successful candidate will be responsible for leading our financial management processes and contributing to the development of our organization's strategic goals.Key Responsibilities:Ensure all financial procedures, practices,...
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Financial Services Assistant
4 weeks ago
Orlando, Florida, United States Payoff Planners Full timeJob DescriptionWe are seeking a part-time Financial Services Assistant to join our team at Payoff Planners. As a Financial Services Assistant, you will play a crucial role in helping individuals and families achieve a positive debt solution.Our company specializes in marketing a portfolio of uncompromising financial service plans, focusing on those who need...
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Financial Services Specialist
4 weeks ago
Orlando, Florida, United States Equitable Full timeAbout UsEquitable Advisors is a leading firm in the financial services and insurance industry, dedicated to helping individuals build fulfilling futures. Our mission is grounded in stability, innovative solutions, and a commitment to our clients.Job OpportunityWe are seeking a Retirement Benefits Group (RBG) Financial Professional to join our team. This role...
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Senior Financial Planning and Analysis Leader
3 weeks ago
Orlando, Florida, United States Creative Financial Staffing Full timeDirector of FP&A OpportunityAbout the Director of FP&A role and organizationOur client, a leading name in the SaaS space, is seeking a Director of FP&A who will have a direct influence on the financial health, growth, and strategic decision-making while reporting to the CFO. This position will work closely with a team of talented professionals in a...
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Insurance Professional
4 weeks ago
Orlando, Florida, United States Meron Financial Agency Full timeUnlock Your Potential in the Insurance IndustryMeron 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 client-centric...