Financial Services Professional
3 weeks ago
Financial Services Professional - Hybrid Experience Location: Omaha, NE, 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 Representative
4 weeks ago
Omaha, Nebraska, United States Slingo Financial Services Full timeJob OpportunityWe are seeking a highly motivated and coachable individual to join our team as a Financial Services Representative. As a key member of our sales team, you will be responsible for building relationships with clients and helping them achieve their financial goals.Key Responsibilities:Develop and maintain relationships with clients to understand...
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Financial Services Representative
1 month ago
Omaha, Nebraska, United States FIVE RINGS FINANCIAL Full timeUnlock Your Financial PotentialWe are seeking a highly motivated and self-driven individual to join our team as a Financial Services Representative. As a key member of our organization, you will have the opportunity to work with clients across the country, helping them achieve their financial goals and build a secure financial future.About FIVE RINGS...
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Financial Services Professional
2 months ago
omaha, United States Bankers Life Full timeBankers Life®, one of the most respected brands 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, are a natural networker, enjoy critical thinking, and strive to better your career, then consider...
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Financial Services Professional
4 weeks ago
Omaha, Nebraska, United States Edward Jones Full timeFinancial Advisor Career OverviewAs a financial advisor at Edward Jones, you will have the opportunity to partner with clients to help them achieve their long-term financial goals. This includes retirement planning, building wealth, estate strategies, and funding education. You will develop and grow your own practice, supported by a team of experienced...
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Financial Services Professional
1 month ago
Omaha, Nebraska, United States Charles Schwab Full timeAbout the RoleWe're seeking a talented and motivated individual to join our Schwab Service Team as a Financial Services Representative. In this exciting role, you'll have the opportunity to educate clients about investment strategies, trading tools, and market mechanics, while also advocating for their needs and providing exceptional customer service.Key...
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Financial Services Representative
4 weeks ago
Omaha, Nebraska, United States Centris Federal Credit Union Full timeJob OverviewAs a Financial Services Representative at Centris Federal Credit Union, you will play a vital role in providing exceptional member service and support. Your primary responsibility will be to assist members with their financial needs, ensuring they receive the best possible experience.Key Responsibilities:Provide personalized service to members,...
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Financial Services Representative I
4 weeks ago
Omaha, Nebraska, United States First Interstate BancSystem Full timeJob SummaryAs a Financial Services Representative I at First Interstate BancSystem, you will be responsible for delivering exceptional customer service and providing personalized financial solutions to clients. This role requires strong communication and interpersonal skills, as well as the ability to build and maintain relationships with clients. If you are...
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Financial Services Trainee
1 month ago
Omaha, Nebraska, United States Mutual of Omaha Full timeUnlock Your Potential as a Financial Services TraineeJoin Mutual of Omaha as a Financial Services Trainee and embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products. This dynamic program includes a combination of self-study and hands-on-experience projects, all...
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Financial Services Trainee
4 weeks ago
Omaha, Nebraska, United States Mutual of Omaha Full timeFinancial Representative Trainee Role OverviewAs a Financial Representative Trainee at Mutual of Omaha, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products.This dynamic program includes a combination of self-study and hands-on-experience projects, all...
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Senior Director of Financial Growth
4 weeks ago
Omaha, Nebraska, United States Principal Financial Group, Inc. Full timeJob SummaryThis role leads and consults with financial professionals to help them build their skills and grow their practice. You'll also attract and develop top-tier talent to our team; It is a great opportunity to build an intentional culture.Key ResponsibilitiesDevelop a profitable business center by attracting, training, motivating and retaining...
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Vice President, Financial Services and CFO
2 weeks ago
Omaha, United States College of Saint Mary Full timeCollege of Saint Mary strives to create a safe, inclusive educational environment where every persons worth and dignity is valued and nurtured. Applicants representing diverse backgrounds and experiences are highly encouraged to apply. Vice President, Financial Services and CFO Are you a strategic, forward-thinking, results-driven professional with a strong...
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Vice President, Financial Services and CFO
3 weeks ago
Omaha, United States College of Saint Mary Full timeCollege of Saint Mary strives to create a safe, inclusive educational environment where every person’s worth and dignity is valued and nurtured. Applicants representing diverse backgrounds and experiences are highly encouraged to apply. Vice President, Financial Services and CFO Are you a strategic, forward-thinking, results-driven professional with a...
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Vice President, Financial Services and CFO
3 weeks ago
Omaha, United States College of Saint Mary Full timeCollege of Saint Mary strives to create a safe, inclusive educational environment where every person’s worth and dignity is valued and nurtured. Applicants representing diverse backgrounds and experiences are highly encouraged to apply. Vice President, Financial Services and CFO Are you a strategic, forward-thinking, results-driven professional with a...
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VP, Financial Services and CFO
4 weeks ago
Omaha, Nebraska, United States College of Saint Mary Full timeJob Opportunity at College of Saint MaryWe are seeking a highly skilled and experienced Chief Financial Officer to join our team at the College of Saint Mary. As a key member of our leadership team, you will be responsible for overseeing all financial aspects of the college, including budgeting, forecasting, and financial reporting.Key...
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Client Service Representative
4 weeks ago
Omaha, Nebraska, United States Ameriprise Financial, Inc. Full timeKey Responsibilities:Answer incoming calls and questions, routing them accordingly.Maintain a clean and organized office environment, restocking supplies as needed.Manage the office schedule and ensure seamless use of office space.Provide a warm welcome to clients and visitors.Perform general administrative tasks to support the office.About the Role:This...
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Financial Representative Trainee
4 weeks ago
Omaha, Nebraska, United States Mutual of Omaha Full timeFinancial Representative Trainee (Sales) - Comprehensive ProgramJob Overview: As a Financial Representative Trainee, you will participate in a structured program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products. This dynamic program includes a combination of self-study and hands-on-experience...
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Insurance Agent Entrepreneur
4 weeks ago
Omaha, Nebraska, United States Farm Bureau Financial Services Full timeInsurance Agent Entrepreneur OpportunityAt Farm Bureau Financial Services, we are seeking an entrepreneurial-minded professional to join our team as an Insurance Agent Entrepreneur. This is a unique opportunity to build a successful business and make a difference in people's lives.Key Responsibilities:Obtain a Property & Casualty License, Life and Health...
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Insurance Agent Representative
4 weeks ago
Omaha, Nebraska, United States Farm Bureau Financial Services Full timeJob OpportunityFarm Bureau Financial Services is seeking an entrepreneurial-minded professional to join our team as an Insurance Sales Representative. This is a unique opportunity for a highly motivated self-starter to build a successful business and make a difference in people's lives.Key Responsibilities:Obtain a Property & Casualty License, Life and...
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Financial Services Representative
4 weeks ago
Omaha, Nebraska, United States Centris Full timePosition Overview:Centris Federal Credit Union is seeking a motivated and detail-oriented Part-Time Teller to join our team. As a Teller, you will be responsible for providing exceptional member service, processing transactions, and promoting financial products and services.Key Responsibilities:Process transactions accurately and efficientlyProvide excellent...
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Insurance and Investment Account Manager
4 weeks ago
Omaha, Nebraska, United States Harrison Financial Services Full timeJob SummaryThe Insurance and Investment Specialist is responsible for managing the onboarding process for new clients for Harrison Financial Services. This role requires strong knowledge of insurance and investment accounts, excellent communication skills, and the ability to coordinate with external parties to fulfill client needs.Key ResponsibilitiesServe...