Insurance and Financial Services Professional

3 days ago


Grand Rapids, Michigan, United States Patty Osborn - State Farm Agent Full time
Job Opportunity

Patty Osborn State Farm is seeking a skilled and empathetic professional to join our team as a Sales Team Member. As a customer-oriented expert, you will market and sell Life/Health/Auto and Home insurance services and products to benefit clients and their families.

Responsibilities
  • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
  • Work with the agent to establish and meet marketing goals.
  • Maintain a strong work ethic with a total commitment to success every day.
  • Work alongside your agency's team to ensure successful, exceptionally satisfying, and long-lasting customer relations.
Qualifications
  • Possess excellent communication skills.
  • Display good analytical skills.
  • Provide excellent customer service.
  • Accredited with the Financial Industry Regulatory Authority (FINRA)
  • Life/Health Insurance License
  • Successful track record of meeting sales goals/quotas preferred
Benefits
  • Salary plus commission/bonus
  • Paid time off (vacation and personal/sick days)
  • Health benefits
  • Profit sharing
  • Growth potential/Opportunity for advancement within my office


  • Grand Rapids, Michigan, United States American Senior Benefits Full time

    Job OverviewModern District Financial is a leading Insurance & Financial Services firm in Michigan, with a strong presence in Traverse City, Grand Rapids, and Midland. We are seeking a motivated individual to join our team as a Financial Services Associate, where you will have the opportunity to develop your skills and knowledge in the financial services...


  • Grand Rapids, Michigan, United States Patty Osborn - State Farm Agent Full time

    Job DescriptionAs a customer-oriented expert, you will market the best Life/Health/Auto and Home insurance services and products to benefit clients and their families. Your sales experience equips you to continually grow your income as you provide the needed security for times of distress and vulnerability. As a strategic and emotionally intelligent resource...


  • Grand Rapids, Michigan, United States Creative Financial Staffing Full time

    {"h1": "Accountant Position at Creative Financial Staffing", "p": "Creative Financial Staffing has partnered with a growing organization to fill an Accountant position. Our client is a comprehensive provider of mental health counseling, substance use treatment, and family services in West Michigan.", "ul": [{"li": "Robust health insurance options"}, {"li":...


  • Grand Rapids, Michigan, United States Creative Financial Staffing Full time

    Accountant OpportunityCreative Financial Staffing has partnered with a reputable organization seeking an experienced Accountant to join their team. This mid-sized nonprofit is dedicated to providing comprehensive mental health counseling, substance use treatment, and family services in West Michigan.Why this organization?Competitive health insurance...


  • Grand Rapids, Michigan, United States Creative Financial Staffing Full time

    Accountant OpportunityCreative Financial Staffing has partnered with a reputable organization seeking an experienced Accountant to join their team. This mid-sized nonprofit is dedicated to providing comprehensive mental health counseling, substance use treatment, and family services in West Michigan.Why this organization?Competitive health insurance...


  • Grand Rapids, Michigan, United States Mattson Financial Services Full time

    Job SummaryMattson Financial Services is seeking a highly organized and detail-oriented Financial Services Coordinator to join our team. As a key member of our client services team, you will be responsible for providing exceptional support to our advisors and clients.Key Responsibilities:Provide warm and welcoming greetings to clients and prospectsScreen and...


  • Grand Rapids, Michigan, United States MassMutual Great Lakes Full time

    Unlock Your Potential as a Financial AdvisorAt MassMutual Great Lakes, we're not just offering a career – we're offering the chance to turn your passions into a fulfilling profession.Are you ready to take charge of your growth and build a successful business? Do you dream of making a tangible difference in the lives of those around you?If so, MassMutual...


  • Grand Rapids, Michigan, United States LHH Recruitment Solutions Full time

    Job OverviewWe are seeking a highly skilled Financial Representative to join our dynamic team. As a Financial Representative, you will play a crucial role in providing exceptional service to our members by answering inquiries, resolving concerns, and guiding them through their financial journeys.Key Responsibilities: Handle an average of 200 inbound calls...


  • Grand Rapids, Michigan, United States Northwestern Mutual Full time

    Financial Advisor Role OverviewAs a Financial Advisor at Northwestern Mutual, you will have the opportunity to build long-lasting relationships with clients, offering guidance and solutions to help them meet their financial goals and objectives.Our Financial Advisors are supported by comprehensive training programs, mentoring, and unlimited access to...


  • Grand Rapids, Michigan, United States Stonebridge Financial Partners LLC Full time

    Job Title: Client Services AssociateStonebridge Financial Partners, LLC is seeking a highly skilled and motivated Client Services Associate to join our team. As a key member of our wealth management team, you will play a critical role in delivering exceptional client service and support.Key Responsibilities:Collaborate with Wealth Advisors to prepare for...


  • Grand Rapids, Michigan, United States Stonebridge Financial Partners LLC Full time

    Job Title: Client Services AssociateStonebridge Financial Partners, LLC is seeking a highly motivated and detail-oriented Client Services Associate to join our team. As a key member of our wealth management team, you will play a critical role in delivering exceptional client service and support.Responsibilities:Collaborate with Wealth Advisors to prepare for...


  • Grand Rapids, Michigan, United States Bankers Life Full time

    Unlock Your Earning PotentialBankers Life 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 joining our winning team of Financial...


  • Grand Rapids, Michigan, United States Northwestern Mutual Full time

    Unlock Your Potential as a Financial AdvisorAt Northwestern Mutual, we're seeking talented individuals to join our team of Financial Advisors. As a Financial Advisor, you'll have the opportunity to build long-lasting relationships with clients, provide guidance and solutions to help them achieve their financial goals, and enjoy a rewarding career with...


  • Grand Blanc, Michigan, United States Ryan Lukovich - State Farm Agent Full time

    Job OverviewAs a successful State Farm Agent, we are seeking a highly motivated and customer-focused professional to join our team as an Insurance and Financial Services Position. This role offers an exciting opportunity to help our business grow through value-based conversations and remarkable customer experiences.Key ResponsibilitiesEstablish and maintain...


  • Grand Rapids, Michigan, United States Edward Jones Full time

    About the RoleWe are seeking a highly skilled and motivated Associate Financial Advisor to join our team at Edward Jones. As a key member of our client team, you will work closely with our Financial Advisors to provide personalized investment and financial solutions to clients.Key ResponsibilitiesGather information and collect suitability to deeply...


  • Grand Rapids, Michigan, United States Creative Financial Staffing Full time

    About the Company and Opportunity:Creative Financial Staffing is proud to partner with a leader in the hospitality industry to find a talented Senior Accountant to join their team.Overview of the Senior Accountant Role:The Senior Accountant will perform various general accounting functions, including journal entries, account reconciliations, accruals, and...


  • Grand Rapids, Michigan, United States Stonebridge Financial Partners LLC Full time

    Client Service AssociateStonebridge Financial Partners, LLC is seeking a highly motivated and detail-oriented Client Service Associate to join our team. As a key member of our client service team, you will be responsible for ensuring a high level of client satisfaction and delivering exceptional service to our clients.Key Responsibilities:Collaborate with...


  • Grand Rapids, Michigan, United States New York Life and NYLIFE Securities Full time

    Job OpportunityWe are seeking a highly motivated and results-driven Financial Services Representative to join our team at New York Life and NYLIFE Securities. As a key member of our sales team, you will play a critical role in helping us achieve our sales goals and provide financial security and peace of mind to our clients.Key Responsibilities:Track...


  • Grand Rapids, Michigan, United States Creative Financial Staffing Full time

    Senior AccountantAbout our client:A leading hospitality companyDedicated to fostering a culture of diversity and inclusionOffering a hybrid work environmentJob Summary:Perform a range of accounting functions, including journal entries, account reconciliations, and special reportsPrepare monthly, quarterly, and annual financial statementsAssist with auditing...


  • Grand Rapids, Michigan, United States Patrick Carpenter - Farm Bureau Partnership Full time

    Unlock Your Potential as a Farm Bureau AgentAt Patrick Carpenter - Farm Bureau Partnership, we're committed to helping you succeed in your career as a Farm Bureau agent. As a key member of our team, you'll have the opportunity to build relationships, make a difference in your community, and help people protect what matters most to them.Our Agent Development...