Financial Representative
4 weeks ago
MINNESOTA MN
Default: Location : City
EDEN PRAIRIE
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.
-
Financial Service Representative
1 week ago
Eden, United States Goldenwest Credit Union Full timeJob DescriptionJob DescriptionWHO WE AREGoldenwest Credit Union is a premier non-profit financial cooperative providing exceptional member service to our members in Utah and Idaho. Our employees earn a guaranteed base wage, annual bonus and a generous incentive/commission schedule. We provide outstanding benefits, including:• Paid time-off (we pay you to...
-
Sales Connect Representative
2 weeks ago
Eden Prairie, Minnesota, United States Ameritas Full timeSales Connect RepresentativeAmeritas Grp Process MTK-MNMN1SalesFull-timeAmeritas is seeking a Sales Connect Representative to drive the business by effectively presenting/selling our product portfolios and marketing campaigns to prospective agents, brokers, and consumers. This position educates agents and brokers by serving as a "value-add" to General Agents...
-
Sales Connect Representative
2 days ago
Eden Prairie, Minnesota, United States Ameritas Full timeSales Connect RepresentativeAmeritas Grp Process MTK-MNMN1SalesFull-timeAmeritas is seeking a Sales Connect Representative to drive the business by effectively presenting/selling our product portfolios and marketing campaigns to prospective agents, brokers, and consumers. This position educates agents and brokers by serving as a "value-add" to General Agents...
-
Sales Connect Representative
1 week ago
Eden Prairie, United States Ameritas Full timeSales Connect Representative Ameritas Grp Process MTK-MNMN1 Sales Full-time Ameritas is seeking a Sales Connect Representative to drive the business by effectively presenting/selling our product portfolios and marketing campaigns to prospective agents, brokers, and consumers. This position educates agents and brokers by serving as a "value-add" to...
-
Sales Connect Representative
1 week ago
Eden Prairie, Minnesota, United States Ameritas Full timeSales Connect RepresentativeAmeritas Grp Process MTK-MNMN1SalesFull-timeAmeritas is seeking a Sales Connect Representative to drive the business by effectively presenting/selling our product portfolios and marketing campaigns to prospective agents, brokers, and consumers. This position educates agents and brokers by serving as a "value-add" to General Agents...
-
Sales Connect Representative
1 day ago
Eden Prairie, Minnesota, United States Ameritas Full timeSales Connect RepresentativeAmeritas Grp Process MTK-MNMN1SalesFull-timeAmeritas is seeking a Sales Connect Representative to drive the business by effectively presenting/selling our product portfolios and marketing campaigns to prospective agents, brokers, and consumers. This position educates agents and brokers by serving as a "value-add" to General Agents...
-
Sales Connect Representative
2 days ago
Eden Prairie, United States Ameritas Full timeSales Connect Representative Ameritas Grp Process MTK-MNMN1 Sales Full-time Ameritas is seeking a Sales Connect Representative to drive the business by effectively presenting/selling our product portfolios and marketing campaigns to prospective agents, brokers, and consumers. This position educates agents and brokers by serving as a "value-add" to...
-
Hybrid Senior Sales Tax Accountant
4 weeks ago
Eden Prairie, United States Creative Financial Staffing Full timeSenior Tax Accountant Opportunity Highlights: Enjoy a modern work environment with a flexible schedule-3 days onsite, 2 days remote-for a balanced lifestyle. Access a suite of benefits including an HSA, 401K + match, and short-term/long-term disability for your financial well-being. Join a collaborative culture that values continuous learning,...
-
Hybrid Senior Sales Tax Accountant
2 weeks ago
Eden Prairie, United States Creative Financial Staffing Full timeSenior Tax Accountant Opportunity Highlights: Enjoy a modern work environment with a flexible schedule-3 days onsite, 2 days remote-for a balanced lifestyle. Access a suite of benefits including an HSA, 401K + match, and short-term/long-term disability for your financial well-being. Join a collaborative culture that values continuous learning, providing...
-
Hybrid Senior Sales Tax Accountant
1 month ago
Eden Prairie, United States Creative Financial Staffing Full timeSenior Tax Accountant Opportunity Highlights: Enjoy a modern work environment with a flexible schedule-3 days onsite, 2 days remote-for a balanced lifestyle. Access a suite of benefits including an HSA, 401K + match, and short-term/long-term disability for your financial well-being. Join a collaborative culture that values continuous learning, providing...
-
Collections Claim Representatives
2 weeks ago
Eden Prairie, United States Viking Client Services, LLC Full timeJob DescriptionJob DescriptionNow Hiring Collections Claim Rep'sMake Your Own Schedule-after training the schedule will vary between 7am-7pm for a total of 40 hours a week.No Experience Necessary. We Will Train!No Weekends2 Weeks Paid Training - Training schedule is 8am-4:30pm Monday-FridayWork on-site or remotely.Benefits - Full Benefits Package, PTO, &...
-
Collections Claim Representatives
3 weeks ago
Eden Prairie, United States Viking Client Services, LLC Full timeJob DescriptionJob DescriptionNow Hiring Collections Claim Rep'sMake Your Own Schedule-after training the schedule will vary between 7am-7pm for a total of 40 hours a week.No Experience Necessary. We Will Train!No Weekends2 Weeks Paid Training - Training schedule is 8am-4:30pm Monday-FridayWork on-site or remotely.Benefits - Full Benefits Package, PTO, &...
-
Collections Claim Representatives
1 week ago
Eden Prairie, United States Viking Client Services, LLC Full timeJob DescriptionJob DescriptionNow Hiring Collections Claim Rep'sMake Your Own Schedule-after training the schedule will vary between 7am-7pm for a total of 40 hours a week.No Experience Necessary. We Will Train!No Weekends4 Weeks Paid Training - Training schedule varies from 8am-5:30pm Monday-FridayWork on-site or remotely.Benefits - Full Benefits...
-
Collections Claim Representatives
1 day ago
Eden Prairie, United States Viking Client Services, LLC Full timeJob DescriptionJob DescriptionNow Hiring Collections Claim Rep'sMake Your Own Schedule-after training the schedule will vary between 7am-7pm for a total of 40 hours a week.No Experience Necessary. We Will Train!No Weekends4 Weeks Paid Training - Training schedule varies from 8am-5:30pm Monday-FridayWork on-site or remotely.Benefits - Full Benefits...
-
Client Service Representative
1 week ago
Sun Prairie, United States Compeer Financial Full timeClient Service Representative **Job Category**:Client/Customer Service - **Employment Type**:Full-Time Regular - **Location**:WI - Sun Prairie Save Compeer Financial is seeking collaborative, innovative and dynamic professionals to be a part of our Top Workplace culture! - Tell me more about this opportunity._ Position Overview: This position supports...
-
Financial Representative Trainee
18 hours ago
North Prairie, United States Mutual of Omaha Full timeFinancial Representative Trainee - Milwaukee, WI Location: Wisconsin Work Type: Full Time Regular Job No: 502870 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled SHAREAs a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and...
-
Financial Representative Trainee
6 days ago
North Prairie, United States Mutual of Omaha Full timeFinancial Representative Trainee - Milwaukee, WI Location: Wisconsin Work Type: Full Time Regular Job No: 502870 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled SHAREAs a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and...
-
Financial Representative Trainee
4 days ago
North Prairie, United States Mutual of Omaha Full timeFinancial Representative Trainee - Milwaukee, WI Location: Wisconsin Work Type: Full Time Regular Job No: 502870 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled SHAREAs a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and...
-
Customer Service Representative
3 weeks ago
Eden Prairie, United States Tesla Full time**Customer Service Representative - Eden Prairie, MN** ????Vehicle Service????EDEN PRAIRIE, Minnesota?? ID114841???? **The Role** The Tesla Body Repair Program is seeking a Collision Repair Customer Support Specialist to work on one of the most progressive vehicle brands in the world. This position will involve supporting the Internal Body Shop in all...
-
Customer Service Representative
1 day ago
Eden Prairie, United States Tesla Full time**Customer Service Representative - Eden Prairie, MN** ????Vehicle Service????EDEN PRAIRIE, Minnesota?? ID114841???? **The Role** The Tesla Body Repair Program is seeking a Collision Repair Customer Support Specialist to work on one of the most progressive vehicle brands in the world. This position will involve supporting the Internal Body Shop in all...