Insurance and Financial Services Professional
1 week ago
We are seeking a qualified professional to join our team as an Insurance and Financial Services Position. As a successful State Farm Agent, we are looking for an energetic and motivated individual who can help our business grow through value-based conversations and remarkable customer experience.
Responsibilities- Use a customer-focused, needs-based review process to educate customers about insurance options.
- Work with the agent to establish and meet marketing goals.
- Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
- Preferred degree in finance, economics, accounting, or a related field.
- Must be able to obtain relevant financial service licenses.
- Proven experience working as a financial services representative.
- Sound knowledge of financial legislation.
- Proficiency in Microsoft Office applications.
- Strong mathematical skills.
- Excellent analytical, organizational, and problem-solving skills.
- Effective communication skills.
- Exceptional customer service skills.
- Successful track record of meeting sales goals/quotas preferred
- Salary plus commission/bonus, 401 (K) Plan
- Growth potential/Opportunity for advancement within my office
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Insurance and Financial Services Professional
1 month ago
Bellevue, Washington, United States Theresa Nguyen - State Farm Agent Full timeJob OpportunityWe are seeking a highly motivated and results-driven professional to join our team as an Insurance and Financial Services Position. As a State Farm Agent Team Member, you will play a key role in helping our business grow through value-based conversations and exceptional customer service.ResponsibilitiesUse a customer-focused approach to...
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Financial Services Professional
2 weeks ago
Bellevue, Washington, United States LPL Financial Holdings, Inc. Full timeUnlock Your Potential as a Financial AdvisorAt LPL Financial Holdings, Inc., we're committed to helping you succeed in your career as a Financial Advisor. Our partnership with Northwest Bank offers a unique opportunity to join a team dedicated to providing exceptional financial services to our clients.Key Responsibilities:Build a strong client base through...
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Financial Services Professional
2 weeks ago
Bellevue, Washington, United States Jaglogic Full timeUnlock Your Financial PotentialSynergy Financial is a rapidly growing financial services company that offers remote work-from-home commission-based positions. We are seeking ambitious and hardworking individuals in the United States to join our team.Opportunity of a LifetimeThis contract-based position provides an incredible opportunity to change your life....
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Financial Services Professional
1 week ago
Bellevue, Washington, United States D.A. Davidson & Co. Full timeJob Summary:D.A. Davidson & Co. is seeking a highly motivated and detail-oriented Financial Services Professional to join our team in Bellevue, WA. As a Client Associate, you will work closely with Financial Professionals to provide exceptional client service and support.Key Responsibilities:Provide professional and courteous client service, managing client...
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Financial Services Professional
3 weeks ago
Bellevue, Washington, United States Equitable Advisors LLC Full timeJob SummaryWe are seeking a highly motivated and results-driven Financial Services Professional to join our team at Equitable Advisors, LLC. As a Financial Services Professional, you will have the opportunity to work with a diverse range of clients, providing personalized financial guidance and customized strategies to help them achieve their financial...
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Life Insurance Sales Professional
2 weeks ago
Bellevue, Washington, United States Lumina Financial Solutions Full timeUnlock Your Earning PotentialAre you looking for a challenging and rewarding career in insurance with high earning potential and growth opportunities? Lumina Financial Solutions is seeking individuals with a growth and entrepreneurial mindset to join our team as a sales agent.We specialize in protecting families with various insurance products, including...
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Financial Services Professional
4 weeks ago
Bellevue, Washington, United States Rival Sourcing LLC Full timeFinancial Advisor RoleKey Responsibilities:Deliver exceptional client service with unbiased advicePrepare for client meetings by reviewing paperwork and prior meeting notesDeepen existing client relationships through a servant's heart approachProvide administrative support for client relationshipsUpdate files and records in the SmartOffice CRM systemComplete...
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Financial Services Professional
2 weeks ago
Bellevue, Washington, United States Rival Sourcing LLC Full timeKey Responsibilities:As a Financial Advisor at Rival Sourcing LLC, you will provide exceptional service to our clients with objective, unbiased advice. You will prepare for client meetings by thoroughly reviewing paperwork and prior meeting notes. You will deepen existing client relationships through a true "servant's heart" frame of reference. You will...
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Financial Services Professional
4 weeks ago
Bellevue, Washington, United States Boutique Recruiting Full timeFinancial Advisor OpportunityWe are seeking a top-notch Financial Advisor to join our team at a leading wealth management firm. As a key member of our advisory team, you will be responsible for implementing the overall service offering for assigned clients, managing all financial planning subject areas, and ensuring client portfolios are invested to...
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Life Insurance Sales Professional
2 weeks ago
Bellevue, Washington, United States The Kind Agency-Powered by Symmetry Financial Group Full timeLife Insurance Sales ProfessionalAre you passionate about helping others and driven to succeed? We're seeking a motivated Life Insurance Sales Professional to join our team at The Kind Agency-Powered by Symmetry Financial Group. As a remote agent, you'll work with high-quality leads to provide clients with financial peace of mind and earn uncapped...
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Financial Consultant
3 weeks ago
Bellevue, Washington, United States Madison Professional Group- Financial Advisory Recruiters Full timeFinancial Consultant OpportunityMadison Professional Group- Financial Advisory Recruiters is seeking a highly skilled Financial Consultant to join their team. As a Financial Consultant, you will be responsible for building relationships with clients to help them navigate the retirement planning process by implementing solutions and strategies.Key...
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Insurance Support Associate
4 weeks ago
Bellevue, Washington, United States Thrivent Financial Full timeJob SummaryThis role provides administrative support to Legacy West Financial Consultants, handling inquiries, and communicating with clients regarding their insurance needs. The Insurance Support Associate serves as a resource to Financial Advisors and clients, supporting the daily operations of the practice, including answering phones, meeting clients,...
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Senior Financial Services Professional
4 days ago
Bellevue, Washington, United States Rival Sourcing LLC Full timeJob Summary:As a Senior Financial Services Professional at Rival Sourcing LLC, you will play a vital role in providing exceptional service to our clients with objective, unbiased advice. You will be responsible for preparing for client meetings with a thorough review of paperwork and prior meeting notes, deepening existing client relationships through a true...
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Insurance Account Manager
3 weeks ago
Bellevue, Washington, United States IMA Financial Group Full timeAccount Executive Job DescriptionIMA Financial Group is seeking an experienced Account Executive to join our National Real Estate Team. This role is responsible for maintaining the overall responsibility of the entire renewal policy review, setting plans, conducting loss analysis, program design, data completeness, and coverage and premium discrepancy issues...
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Financial Analyst
2 weeks ago
Bellevue, Washington, United States Creative Financial Staffing Full timeAbout the RoleWe are seeking a highly skilled Staff Accountant to join our team at Creative Financial Staffing. This is an excellent opportunity for a talented individual to grow their career in a dynamic and rapidly expanding organization.Key Responsibilities:Prepare and record journal entries to ensure accurate financial reportingReconcile general ledger...
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Senior Financial Analyst
2 months ago
Bellevue, Washington, United States Amazon Services LLC Full timeAbout the RoleWe are seeking a highly skilled Senior Financial Analyst to join our Amazon Transportation Services team. As a key member of our finance team, you will play a critical role in providing strategic financial guidance and support to our business leaders.Key ResponsibilitiesDevelop and maintain complex financial models to analyze and optimize...
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Insurance Agent
2 weeks ago
Bellevue, Washington, United States Comparion Insurance Agency Full timeUnlock Your Earning PotentialAt Comparion Insurance Agency, a Liberty Mutual company, we're looking for a highly driven and performing salesperson to join our team in our NW Washington office. As a Sales Agent, you'll have the flexibility to develop a lucrative career by providing customers with the best insurance solutions to meet their needs from top...
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Financial Services Advisor
2 weeks ago
Bellevue, Washington, United States Northwest Bank Full timeJob SummaryThe Associate Financial Advisor is a key role in our Financial Services team, responsible for developing new business and retaining existing relationships. This position requires strong communication and interpersonal skills, as well as the ability to analyze financial data and make informed recommendations.Key ResponsibilitiesAssist in the...
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Insurance Sales Professional
2 weeks ago
Bellevue, Washington, United States Orin Rice Staffing & Consulting Full timeJob Title: Insurance Sales RepresentativeAbout the Role:We are seeking an experienced Insurance Sales Representative to join our team at Orin Rice Staffing & Consulting. As a key member of our sales team, you will be responsible for generating new business, developing insurance quotes, and closing sales.Responsibilities:Achieve new business production goals...
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Insurance Professional
1 week ago
Bellevue, Washington, United States Ronald Nation Full timeJob OpportunityAt Ronald Nation, we are seeking a skilled Insurance Agent to join our team. As an Insurance Agent, you will be responsible for helping customers service their insurance policies through exciting life events. You will ensure customers have the right level of coverage while identifying and resolving customer conflicts. Additionally, you will...