Financial Services Professional
5 days ago
Financial Services Professional - Hybrid Experience Location: Greenville, SC, 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
2 months ago
Greenville, South Carolina, United States First Command Financial Services, Inc Full timeAbout Us:First Command Financial Services, Inc. is a leading provider of financial services to military families. Our company is committed to helping our clients achieve their financial goals and secure their financial futures.Job Summary:We are seeking a highly motivated and experienced Financial Services Professional to join our team as a Veteran Financial...
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Financial Services Professional
4 weeks ago
Greenville, South Carolina, United States New York Life Full timeAbout the RoleWe are seeking a highly motivated and results-driven Financial Services Professional to join our team at New York Life. As a key member of our team, you will be responsible for providing expert financial guidance and advice to our clients, helping them achieve their long-term financial goals and secure their financial futures.Key...
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Financial Services Professional
2 weeks ago
Greenville, South Carolina, United States New York Life Full timeAbout the RoleAs a Financial Services Professional at New York Life, you will have the opportunity to develop and implement tailored financial plans using our array of services. This will involve working with clients to collect personal financial information, including status, cash flow, and expectations, and using this information to provide financial...
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Financial Services Professional
3 weeks ago
Greenville, North Carolina, United States Northwestern Mutual Full timeUnlock Your Potential as a Financial AdvisorAt Northwestern Mutual, we're seeking talented individuals to join our team of financial advisors. As a financial advisor, you'll have the opportunity to work with clients to develop holistic financial solutions that put them on a path to financial success.Key Responsibilities:Work with clients to create...
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Financial Services Professional
2 weeks ago
Greenville, South Carolina, United States Western & Southern Life Full timeJob 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 security, and wealth creation solutions.Key ResponsibilitiesIdentify...
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Financial Services Professional
2 months ago
Greenville, South Carolina, United States Truist Full timeJob SummaryAs a Financial Services Professional at Truist, you will play a critical role in developing and executing a marketing plan to grow new relationships and expand existing client relationships in the Not for Profit/Government segment. Your primary responsibility will be to meet loan, deposit, and fee-based revenue expectations.Key...
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Financial Services Professional
4 weeks ago
Greenville, South Carolina, United States Atria Wealth Solutions Full timeFinancial Advisor IITruliant Federal Credit Union is seeking a Financial Advisor II to serve the financial advisory needs of credit union members utilizing a holistic approach.Key Responsibilities:Presents a professional image and cultivates strong working relationships with Credit Union staff, members, and key stakeholders.Helps members identify financial...
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Financial Services Professional
1 month ago
Greenville, South Carolina, United States Atria Wealth Solutions Full timeFinancial Advisor II Job DescriptionTruliant Federal Credit Union is seeking a Financial Advisor II to join their team in the Greenville, SC area. As a Financial Advisor II, you will serve the financial advisory needs of credit union members utilizing a holistic approach.Key Responsibilities:Presents a professional image and cultivates strong working...
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Financial Planner
3 weeks ago
Greenville, South Carolina, United States First Command Financial Services, Inc Full timeAbout the RoleFirst Command Financial Services, Inc. is seeking a skilled Financial Advisor to join our team. As a Financial Advisor, you will play a critical role in helping military families achieve their financial goals.Key ResponsibilitiesPartner with local military organizations and units to engage with the military communityCoach military families on...
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Financial Advisor
5 months ago
Greenville, United States First Command Financial Services, Inc Full timeFinancial Advisor 4 out of 5 of our Advisors are veterans or military spouses Who we are: First Command is committed to helping military families get their financial lives squared away. As we continue to expand our advisor force, we are seeking leaders who have internal drive, entrepreneurial mindsets and a desire for professional growth. ...
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Financial Advisor
7 days ago
Greenville, South Carolina, United States Thrivent Financial Full timeJob SummaryAs a Financial Advisor with Thrivent Financial, you will have the opportunity to make a meaningful impact in the lives of Christians, guiding them on their journeys to financial clarity. You will provide personal, actionable, and achievable advice, connecting clients to Thrivent insurance, investment, banking, and generosity programs. Your role...
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Financial Professional
2 weeks ago
Greenville, North Carolina, United States New York Life Full timeUnlock Your Potential at New York LifeAs a Financial Professional at New York Life, you'll have the opportunity to grow your career with a Fortune 100 company that's a leader in the financial services industry. With a wide range of products and services, you'll be able to help your clients achieve their financial goals and protect their families.What We...
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Financial Services Career Professional
1 month ago
Greenville, North Carolina, United States New York Life Full timeUnlock Your Potential as a Financial Services ProfessionalAre you looking for a career that offers growth opportunities, training, and a chance to make a lasting impact on the financial well-being of individuals, families, and small businesses? At New York Life, we offer a unique career path that combines sales, marketing, and customer relationship...
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Financial Professional
5 months ago
Greenville, United States New York Life Full timeNew York Life Insurance Company, a mutual life insurance company, together with its subsidiaries, provides a range of insurance and investment products and services. The company offers life insurance, long-term care insurance, and group disability insurance products, as well as mutual funds.Unlike most careers, being a Financial Professional will not leave...
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Financial Planning Leader for Military Families
2 weeks ago
Greenville, South Carolina, United States First Command Financial Services, Inc Full timeOverviewFirst Command Financial Services, Inc. is a leading financial services company serving the military community. We are seeking a Financial Planning Leader to join our team and help military families achieve their financial goals.Estimated Salary$80,000 - $110,000 per year, depending on experience and qualifications.Job DescriptionThe Financial...
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Financial Professional
3 weeks ago
Greenville, North Carolina, United States New York Life Full timeAbout the RoleWe are seeking a talented and motivated individual to join our team as a Financial Professional. As a key member of our organization, you will play a critical role in helping individuals and families achieve their financial goals.Key ResponsibilitiesProvide expert financial guidance and advice to clientsDevelop and implement personalized...
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Customer Service Representative
4 days ago
Greenville, United States PFS - Professional Financial Services Full timeJob Summary: Under moderate supervision, supports the manager in the daily operations of the branch office. Performs branch collection activities and assists with loan and payment processing. Job Duties and Responsibilities: Provides excellent customer and dealer service Performs collection activities on delinquent accounts Performs Skip...
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Customer Service Representative
2 days ago
Greenville, United States PFS - Professional Financial Services Full timeJob Summary: Under moderate supervision, supports the manager in the daily operations of the branch office. Performs branch collection activities and assists with loan and payment processing. Job Duties and Responsibilities: ? Provides excellent customer and dealer service ? Performs collection activities on delinquent accounts ? Performs Skip Tracking and...
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Customer Service Representative
5 days ago
greenville, United States PFS - Professional Financial Services Full timeJob Summary: Under moderate supervision, supports the manager in the daily operations of the branch office. Performs branch collection activities and assists with loan and payment processing.Job Duties and Responsibilities: Provides excellent customer and dealer service Performs collection activities on delinquent accounts Performs Skip Tracking and...
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Customer Service Representative
6 days ago
Greenville, United States PFS - Professional Financial Services Full timeJob Summary: Under moderate supervision, supports the manager in the daily operations of the branch office. Performs branch collection activities and assists with loan and payment processing.Job Duties and Responsibilities: Provides excellent customer and dealer service Performs collection activities on delinquent accounts Performs Skip Tracking and...