Financial Services Representative
6 days ago
Meron Financial Agency is a leading financial services firm dedicated to empowering individuals and businesses to achieve their financial goals. Our dynamic team of experts is committed to delivering exceptional client experiences and providing unparalleled opportunities for growth and success.
Job SummaryWe are seeking a highly motivated and dedicated individual to join our team as a financial consultant. As a key member of our team, you will be responsible for building relationships with clients, identifying their financial needs, and providing tailored solutions to meet those needs.
Responsibilities- Reside in the US
- Be a US citizen or legal/Permanent Resident
Our compensation package is designed to reward your hard work and dedication. As a part-time agent, you have the potential to earn $50,000+ in the first year. As a full-time agent, you can earn $150,000+ in the first year. Agency owners can generate a system-driven income of $200K - $500K+ per year.
What Sets Us ApartWe pride ourselves on our streamlined lead generation system, which eliminates the need for cold calling. Our clients are pre-qualified and eager to learn more about our services. We also offer a range of benefits, including:
- NO COLD CALLING - WE GET LEADS
- AGENCY OWNERSHIP PROGRAM
- LEADERSHIP
- FULLY EXPENSE PAID TRIPS
- WORK LIFE BALANCE
- ONE ON ONE MENTORSHIP
- CUTTING EDGE TECHNOLOGY
- PARTNERED WITH MORE THAN 60 PLUS A+ RATED INSURANCE COMPANIES
- BONUSES (Producer bonus, Capital Bonus, Slingshot Bonus, and so on)
- PASSIVE INCOME
- RELATIONSHIPS MATTER - PEOPLE COME FIRST
- Obtain License to sell life Insurance/Have Insurance License
- Strong work ethic
- Dedicated team member
- Must communicate clearly and effectively
-
Financial Services Representative
6 days ago
Chicago, Illinois, United States Northwestern Mutual Full timeJob Description**About the Role**The Associate Financial Representative (AFR) plays a vital role in supporting the financial representative in building their practice and client relationships. This individual serves as a liaison between the network office and home office, as well as the financial representative and clients.Key ResponsibilitiesHandle case...
-
Financial Services Representative
2 days ago
Chicago, Illinois, United States Fidelity Investments Full timeAbout the RoleWe are seeking a highly skilled and experienced Financial Services Representative to join our team at Fidelity Investments. As a Financial Services Representative, you will be responsible for providing exceptional customer service and financial guidance to our clients.Key ResponsibilitiesBuild and maintain strong relationships with clients to...
-
Financial Services Representative
5 days ago
Chicago, Illinois, United States Credit Union 1 Full timeJob SummaryCredit Union 1 is a leading financial institution recognized for its commitment to providing exceptional service and support to its members. We are seeking a highly motivated and professional Financial Services Representative to join our team.Key ResponsibilitiesProvide financial and account services to members in a confident and professional...
-
Financial Services Representative
4 days ago
Chicago, Illinois, United States First Northern Credit Union Full timeJob DescriptionJob Summary:First Northern Credit Union is seeking a highly motivated and detail-oriented Financial Services Representative to join our team. As a Financial Services Representative, you will provide exceptional member service, support internal sales efforts, and assist with the coordination of online sales channels.Key Responsibilities:Provide...
-
Financial Services Representative
5 days ago
Chicago, Illinois, United States Freddie Villacci, Jr. - State Farm Agent Full timeAbout the RoleWe are seeking a highly motivated and customer-centric individual to join our dynamic team as a Financial Services Representative. As a key member of our team, you will play a pivotal role in helping individuals and families protect what matters most to them.Key ResponsibilitiesSales and Customer Acquisition: Engage with potential customers to...
-
Financial Services Representative
4 days ago
Chicago, Illinois, United States Elvia Solis - State Farm Agent Full timeJob OpportunityWe are seeking a highly motivated and customer-centric individual to join our team as a Sales Representative at Elvia Solis - State Farm Agent.About UsOur agency is a trusted partner in our customers' lives, providing them with protection and peace of mind through a wide range of insurance and financial products.Role and ResponsibilitiesAs a...
-
Financial Sales Representative
2 days ago
Chicago, Illinois, United States Achilles Financial, LLC Full timeJob SummaryAchilles Financial, LLC is seeking a highly motivated and results-driven Financial Sales Executive to join our team. As a Financial Sales Executive, you will be responsible for selling insurance products to clients and helping them secure a financially sound future.Key ResponsibilitiesServe customers by selling insurance products and meeting...
-
Financial Services Representative
5 days ago
Chicago, Illinois, United States Elvia Solis - State Farm Agent Full timeAbout UsAt Elvia Solis - State Farm Agent, we are a trusted partner in our customers' lives, providing them with protection and peace of mind. With years of experience and a commitment to exceptional customer service, we have built a strong reputation as a leader in the industry.Role and ResponsibilitiesAs a Financial Services Representative with Elvia Solis...
-
Sales Representative
6 days ago
Chicago, Illinois, United States 2srolloffservice Full time**About Us**2srolloffservice is a leading provider of investment solutions, focused on delivering attractive returns to accredited investors.**Job Summary**We are seeking a highly motivated Sales Representative to join our team, responsible for introducing our investment products to high net worth investors and other financial professionals.**Key...
-
Chicago, Illinois, United States BMO Financial Group Full timeJob Title: Bilingual Customer Service RepresentativeBMO Financial Group is seeking a highly skilled and motivated Bilingual Customer Service Representative to join our team. As a key member of our customer service team, you will be responsible for delivering exceptional service to our customers and prospects.Key Responsibilities:Guide, direct, and coach...
-
Financial Services Representative
3 days ago
Chicago, Illinois, United States Elvia Solis - State Farm Agent Full timeAbout UsAt Elvia Solis State Farm, we are a trusted partner in our customers' lives, providing them with protection and peace of mind. With years of experience and a commitment to exceptional customer service, we have built a strong reputation as a leader in the industry.Role and ResponsibilitiesAs a Sales Representative with Elvia Solis State Farm, you will...
-
Financial Services Representative
5 days ago
Chicago, Illinois, United States Josh Brown - State Farm Agent Full timeAbout UsAt Josh Brown - State Farm Agent, we take pride in being a trusted insurance agency that has been serving our community for over 20 years. With a focus on providing exceptional customer service and comprehensive insurance solutions, we have become a leading name in the industry.Role and ResponsibilitiesAs a Sales and Customer Acquisition...
-
Customer Service Representative
1 week ago
Chicago, Illinois, United States Greg Jareczek Full timeAbout the Role:We are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative - Insurance and Financial Services. As a key member of our team, you will be responsible for establishing and maintaining strong relationships with our customers, providing them with exceptional service and support, and...
-
Customer Service Representative
1 week ago
Chicago, Illinois, United States Greg Jareczek Full timeAbout the Role:We are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative - Insurance and Financial Services. As a key member of our team, you will be responsible for establishing and maintaining strong relationships with our customers, providing them with exceptional service and support, and...
-
Customer Service Representative
1 week ago
Chicago, Illinois, United States Andrea Aslanides - State Farm Agent Full timeJob Summary:We are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative - Insurance and Financial Services. As a key member of our team, you will be responsible for establishing and maintaining strong relationships with our customers, providing them with exceptional service and support, and helping...
-
Investment Consultant
6 days ago
Chicago, Illinois, United States Mesirow Financial Full timeAbout Mesirow FinancialMesirow Financial is a leading independent, employee-owned financial services firm that has been serving clients for over 80 years. Our firm is headquartered in Chicago and has offices around the world, providing a wide range of financial services to institutional clients.Job SummaryWe are seeking a highly motivated and detail-oriented...
-
Business Development Representative
3 days ago
Chicago, Illinois, United States Symmetry Financial Group -Simple Solutions Financial Services LLC Full timeAbout the RoleWe are seeking a highly motivated and independent Business Development Representative to join our Mortgage Protection team at Symmetry Financial Group - Simple Solutions Financial Services LLC.As a Business Development Representative, you will play a crucial role in helping American families protect their largest asset: the ability to make an...
-
Customer Service Representative
1 week ago
Chicago, Illinois, United States Discover Financial Services Full timeJoin Discover Financial Services: A Path to Success. At Discover, we empower our employees to make a meaningful impact from the very first day. Our workplace culture is grounded in three essential principles: We Play to Win, We Get Better Every Day, and We Succeed Together. We genuinely want you to thrive and contribute to our mission as a leading digital...
-
Customer Service Representative
1 week ago
Chicago, Illinois, United States Discover Financial Services Full timeDiscover a Brighter Future with UsAt Discover Financial Services, we believe in meaningful work from the very first day. Our collaborative culture is founded on three core principles: We Play to Win, We Get Better Every Day, and We Succeed Together.We are committed to your growth and want you to make a significant impact at one of the leading digital banking...
-
Financial Services Representative
6 days ago
Chicago, Illinois, United States Evangelical Lutheran Church in America Full timeAbout the PositionThe Evangelical Lutheran Church in America is seeking a highly skilled and detail-oriented Account Processor to join our team. As an Account Processor, you will be responsible for providing exceptional customer service to our members and investors, while ensuring the accuracy and efficiency of our financial operations.Key...