Financial Services Professional
3 weeks ago
Financial Services Professional - Hybrid Experience Location: Louisville, KY, 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
6 months ago
Louisville, 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
1 week ago
Louisville, United States Bankers Life Full timeFinancial Services Professional - Hybrid Experience Location: Louisville, KY, 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....
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Financial Advisor Associate
3 weeks ago
Louisville, United States Ameriprise Financial Full timeWork with an experienced advisor to build a personal book of business and help shape clients' financial future, by developing an ongoing financial planning relationship focused on accomplishing clients goals. Build a pipeline, complete with personal and professional contacts and new leads.Key ResponsibilitiesObtain your required licenses/credentials within...
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Customer Service Representative
6 months ago
Louisville, United States Pls Financial Services, Inc. Full timeOverview: PLS: People. Location. Service PLSwhich stands for People Location Serviceis a leading retail provider of alternative financial services. The PLS Group, headquartered in Chicago, is comprised of over 200 financial service centers in 12 states. Through our check cashing stores, we provide consumers with convenient financial products and services to...
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Tax Manager | Financial Services
1 week ago
Louisville, United States Forvis Mazars, LLP Full timeGeneral information Name Tax - Manager - Financial Services Posting Title Tax Manager | Financial Services Ref 2233404 Date Published Monday, August 12, 2024 City Louisville State Kentucky Country United States Job Category Tax Office Louisville KY (Forvis) Advertised Location US-IN-Evansville, US-KY-Louisville Working time Full Time Description &...
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Financial Services Representative II
1 month ago
Louisville, Kentucky, United States First Interstate Bank Full timeJob SummaryWe are seeking a highly skilled Financial Services Representative II to join our team at First Interstate Bank. This role will be responsible for delivering exceptional customer service, building strong relationships with clients, and providing personalized financial solutions.Key ResponsibilitiesProvide personalized customer service to clients,...
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Shift Supervisor
6 months ago
Louisville, United States PLS Financial Services Full timeOverview : Successful Shift Supervisors are responsible for providing leadership to ensure the store delivers outstanding customer service, meets all operating objectives, sales, and financial goals, and follows company policies and procedures. The Shift Supervisor performs all the duties of a Customer Service Representative plus assists the Assistant...
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Store Manager
1 month ago
louisville, United States PLS Financial Services, Inc. Full timeOverviewPLS®: People. Location. Service PLS—which stands for People – Location - Service—is a leading retail provider of alternative financial services. The PLS Group, headquartered in Chicago, is comprised of over 200 financial service centers in 12 states. Through our check cashing stores, we provide consumers with convenient financial products and...
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Store Manager
2 months ago
louisville, United States PLS Financial Services, Inc. Full timeOverviewPLS®: People. Location. Service PLS—which stands for People – Location - Service—is a leading retail provider of alternative financial services. The PLS Group, headquartered in Chicago, is comprised of over 200 financial service centers in 12 states. Through our check cashing stores, we provide consumers with convenient financial products and...
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Store Manager
2 months ago
Louisville, United States PLS Financial Services, Inc. Full timeOverviewPLS®: People. Location. Service PLS—which stands for People – Location - Service—is a leading retail provider of alternative financial services. The PLS Group, headquartered in Chicago, is comprised of over 200 financial service centers in 12 states. Through our check cashing stores, we provide consumers with convenient financial products and...
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Store Manager
2 months ago
Louisville, United States PLS Financial Services, Inc. Full timeOverviewPLS®: People. Location. Service PLS—which stands for People – Location - Service—is a leading retail provider of alternative financial services. The PLS Group, headquartered in Chicago, is comprised of over 200 financial service centers in 12 states. Through our check cashing stores, we provide consumers with convenient financial products and...
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Financial Services Representative II
4 months ago
Louisville, United States First Interstate Bank Full time**If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal . This position is located at our Louisville, CO Century Dr. branch. What’s Important to You We know your career is just one aspect of a meaningful, complex, and demanding life. That’s why we designed our compensation and benefits package...
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Customer Service Representative
3 days ago
Louisville, United States Community Choice Financial Family of Brands Full timeJob DescriptionOverview: As a Customer Service Representative, you’ll build connections and offer a wide range of products and services to our diverse customer base. Our customers are on the go and put their trust in us to provide quick and reliable financial solutions. Your precise cash handling, attention to detail, and ability to engage professionally...
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Financial Planning Analyst
2 weeks ago
louisville, United States Barnes Young Wealth Advisors Full timeFinancial Planning Associate works with Financial Advisors and Partners to deliver financial security to their clients through a comprehensive planning process that integrates risk and investment products. Associates help financial representatives increase productivity by providing planning and integrated operations support. The ideal candidate will have...
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Financial Planning Analyst
2 weeks ago
Louisville, United States Barnes Young Wealth Advisors Full timeFinancial Planning Associate works with Financial Advisors and Partners to deliver financial security to their clients through a comprehensive planning process that integrates risk and investment products. Associates help financial representatives increase productivity by providing planning and integrated operations support. The ideal candidate will have...
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Financial Planning Analyst
5 days ago
Louisville, United States Barnes Young Wealth Advisors Full timeFinancial Planning Associate works with Financial Advisors and Partners to deliver financial security to their clients through a comprehensive planning process that integrates risk and investment products. Associates help financial representatives increase productivity by providing planning and integrated operations support. The ideal candidate will have an...
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Financial Analyst Assistant
1 month ago
Louisville, Kentucky, United States LG&E and KU Services Company Full time**Accounting Internship Opportunity**We are seeking a highly motivated and detail-oriented individual to join our team as an Accounting Intern. As an intern, you will assist in various accounting tasks, including preparing journal entries, balance sheet reconciliations, and financial reports.**Responsibilities**Assist in the preparation of financial...
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Financial Representative
2 weeks ago
louisville, United States Modern Woodmen of America Full timeThe ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information.About youEntrepreneurial mindsetCommunity orientedCommunication skillsResponsibilitiesWork with current or new...
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Financial Representative
2 months ago
louisville, United States Modern Woodmen of America Full timeThe ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information.About youEntrepreneurial mindsetCommunity orientedCommunication skillsResponsibilitiesWork with current or new...
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Financial Portfolio Strategist
4 days ago
Louisville, Kentucky, United States Insight Global Full timeAbout UsAt Insight Global, we strive to create diverse and inclusive environments where people can bring their full, authentic selves to work every day.We are an equal opportunity/affirmative action employer that believes everyone matters.Salary: $120,000 - $180,000 per yearJob Title: Financial Portfolio StrategistLocation: Saint Matthews, KYJob...
