Financial Services Professional
14 hours ago
Financial Services Professional - Hybrid Experience Location: Naples, 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
Naples, Florida, United States Lake Michigan Credit Union Full timeAbout the RoleWe are seeking a highly skilled Financial Advisor to join our team at Lake Michigan Credit Union. As a Financial Advisor, you will be responsible for providing expert financial planning services and counseling clients on non-depository financial products and services.Key ResponsibilitiesPromote and sell non-depository financial products and...
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Financial Services Professional
1 week ago
Naples, Florida, United States Lake Michigan Credit Union Full timeAbout the Role:The Financial Advisor position at Lake Michigan Credit Union is responsible for providing expert financial planning services and counseling clients on non-depository financial products and services.Key Responsibilities:Promote and sell non-depository financial products to clients.Ensure compliance with broker/dealer and insurance company...
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Financial Services Professional
2 weeks ago
Naples, Florida, United States Lake Michigan Credit Union Full timeAbout the RoleThe Financial Advisor is responsible for providing financial planning services and counseling clients about non-depository financial products/services. This role requires a strong understanding of financial markets and products, as well as excellent communication and interpersonal skills.Key ResponsibilitiesPromote, sell, and service...
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Financial Services Professional
2 weeks ago
Naples, Florida, United States Fidelity Investments Full timeFinancial Representative RoleWe are seeking a skilled Financial Representative to join our team at Fidelity Investments. As a key member of our branch team, you will play a vital role in delivering exceptional client experiences and driving business growth.Key ResponsibilitiesDevelop and maintain strong relationships with clients, providing personalized...
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Financial Services Professional
4 weeks ago
Naples, Florida, United States Charles Schwab Full timeJoin Our Team as a Financial Consultant PartnerAt Charles Schwab, we empower our employees to make a positive impact on their careers and the finance industry. As a Financial Consultant Partner, you will be at the heart of our action, acting as a trusted partner to our Sr. Financial Consultants and their practice clients.As a key member of our team, you will...
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Financial Services Professional
4 days ago
Naples, Florida, United States Lake Michigan Credit Union Full timeAbout this Role:The Financial Advisor is responsible for delivering financial planning services and counseling clients on non-depository financial products and services. With a focus on providing exceptional client experiences, the ideal candidate will possess strong communication and interpersonal skills, as well as a deep understanding of financial markets...
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Financial Services Professional
2 weeks ago
Naples, Florida, United States Check Cashing Stores Full timeJob OverviewMomentum Financial Services Group is seeking a highly motivated and results-driven Financial Service Representative to join our team. As a key member of our sales team, you will be responsible for promoting our financial products and services to meet the short- and long-term financial goals of our customers.Key Responsibilities:Deliver results on...
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Financial Services Associate
4 weeks ago
Naples, Florida, United States Summit Financial Resources, Inc. Full timeClient Services AssociateWe are seeking a highly motivated and detail-oriented Client Services Associate to join our team at Summit Financial Resources, Inc. in Naples, FL. As a key member of our client services team, you will be responsible for providing exceptional support to our clients and ensuring their financial goals are...
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Financial Services Professional
3 weeks ago
Naples, Florida, United States Charles Schwab Full timeFinancial Consultant Partner OpportunityAs a Financial Consultant Partner at Charles Schwab, you'll be at the heart of the action, acting as a trusted partner to our Sr. Financial Consultants and their practice clients. You'll deepen new and existing client relationships, uncover business development opportunities, and learn from your Sr. FC all along the...
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Naples, Florida, United States PNC Financial Services Group Full timeJob DescriptionWe are seeking a highly skilled Digital Marketing Coordinator to join our team at PNC Financial Services Group. As a key member of our marketing team, you will be responsible for developing and implementing digital marketing strategies to drive online traffic, customer engagement, and revenue growth.Key Responsibilities:Develop and implement...
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Naples, Florida, United States PNC Financial Services Group Full timeJob DescriptionPNC Financial Services Group is seeking a highly skilled Digital Marketing Coordinator to join our team. As a Digital Marketing Coordinator, you will be responsible for developing and implementing digital marketing strategies to drive online traffic, customer engagement, and revenue growth.Key Responsibilities:Develop and implement digital...
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Senior Financial Consultant
2 weeks ago
Naples, Florida, United States Prudential Financial Full timeThe ideal candidate will deliver tailored investment solutions to help clients achieve their long-term financial objectives. They should be comfortable creating comprehensive financial plans and cross-checking work to ensure complete accuracy of information.Key ResponsibilitiesProvide expert financial planning support to clientsCollaborate with investment...
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Financial Manager
4 weeks ago
Naples, Florida, United States Creative Financial Staffing Full timeController Job DescriptionOur client, a 100% employee-owned manufacturing company, is seeking a highly skilled Controller to join their team. As a key member of the leadership team, the Controller will play a critical role in driving financial performance and ensuring the company's continued growth and success.Responsibilities:Manage the accounting...
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Financial Services Associate
2 weeks ago
Naples, Florida, United States Moors & Cabot Inc Full timeJob Title: Client AssociateAt Moors & Cabot Inc, we are seeking a highly motivated and detail-oriented Client Associate to join our team. As a Client Associate, you will play a critical role in delivering exceptional client service and supporting the success of our financial professionals.Key Responsibilities:Provide exceptional client service through direct...
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Financial Services Specialist
2 weeks ago
Naples, Florida, United States Lake Michigan Credit Union Full timeJob Title: Wealth or Financial AdvisorPrimary Responsibilities: Provide financial planning services and counsel clients on non-depository financial products and services.Key Responsibilities: Promote and sell non-depository financial products, following broker/dealer and insurance company policies and procedures. Conduct financial planning seminars and visit...
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Financial Services Coordinator
1 month ago
Naples, Florida, United States Mediabistro Full timeJob SummaryWe are seeking a highly skilled and motivated Financial Services Producer to join our team. As a key member of our finance department, you will be responsible for coordinating the sale of finance and insurance programs to customers, working closely with lenders and financial institutions to provide financial services to dealership customers.Key...
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Financial Services Coordinator
4 weeks ago
Naples, Florida, United States Mediabistro Full timeJob SummaryWe are seeking a highly skilled and motivated Financial Services Producer to join our team. As a key member of our finance department, you will be responsible for coordinating the sale of finance and insurance programs to customers, working closely with lenders and financial institutions to provide financial services to dealership customers.Key...
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Financial Services Representative
2 weeks ago
Naples, Florida, United States Modern Woodmen of America Full timeAbout the RoleAs a Financial Representative at Modern Woodmen of America, you will have the opportunity to positively impact the lives of thousands of families and communities each year. Our organization is built on the principles of fraternalism, which combines business and giving back to those we serve.Our Financial Representatives are dedicated to helping...
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Financial Services Representative
2 weeks ago
Naples, Florida, United States Modern Woodmen of America Full timeAbout the RoleWe are seeking a highly motivated and entrepreneurial individual to join our team as a Financial Representative. As a key member of our organization, you will play a vital role in delivering personalized investment solutions to help clients achieve their long-term financial goals.Key ResponsibilitiesWork with current or new members to provide...
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Financial Services Coordinator
1 month ago
Naples, Florida, United States Mediabistro Full timeJob SummaryWe are seeking a highly skilled Financial Services Producer to join our team. As a key member of our finance department, you will be responsible for coordinating the sale of finance and insurance programs to customers.Key Responsibilities:Sell financing and insurance to customers, ensuring a seamless and transparent process.Review customer credit...