Financial Services Specialist
6 days ago
We are seeking a skilled Insurance Sales Representative to join our team at New York Life (Mid Michigan). As an Insurance Sales Representative, you will be responsible for identifying and pursuing new business opportunities, developing and maintaining relationships with existing clients, and providing exceptional customer service.
Key Responsibilities:- Develop and implement sales strategies to meet or exceed sales targets
- Build and maintain relationships with clients to understand their insurance needs and provide tailored solutions
- Stay up-to-date on industry trends, products, and services to effectively communicate with clients and prospects
- Collaborate with internal teams to ensure seamless delivery of insurance products and services
- Monitor and analyze sales performance to identify areas for improvement
- Insurance license and strong knowledge of insurance products and services
- Excellent communication and interpersonal skills
- Ability to work in a fast-paced environment and meet sales targets
- Strong analytical and problem-solving skills
- Basic computer skills and proficiency in Microsoft Office
New York Life (Mid Michigan) is a leading provider of life insurance, retirement planning, and investment solutions. We are committed to helping our clients achieve their financial goals and secure their futures. Our team is dedicated to providing exceptional service and support to our clients and partners.
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Mortgage Loan Officer
2 weeks ago
Ann Arbor, Michigan, United States PNC Financial Services Group Full timeJob SummaryWe are seeking a highly skilled Mortgage Loan Officer to join our team at PNC Financial Services Group. As a Mortgage Loan Officer, you will be responsible for recommending loan solutions to clients, managing customer relationships, and collaborating with internal and external stakeholders to complete mortgage transactions.Key ResponsibilitiesLoan...
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Financial Specialist Senior
3 weeks ago
Ann Arbor, Michigan, United States University of Michigan Full timeJob Title: Financial Specialist SeniorJoin the University of Michigan's Institute for Social Research as a Financial Specialist Senior and contribute to the success of our research initiatives. As a key member of our team, you will be responsible for providing financial management and support to our research programs and faculty.Responsibilities:Provide...
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Senior Financial Specialist
1 month ago
Ann Arbor, Michigan, United States University of Michigan Full time{"Job Title": "Senior Financial Specialist", "Job Summary": "The University of Michigan Transportation Research Institute (UMTRI) is seeking an experienced Senior Financial Specialist to manage financial matters associated with UMTRI. The successful candidate will work closely with the Unit Administrator to oversee administrative functions, including...
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Financial Specialist Senior
2 weeks ago
Ann Arbor, Michigan, United States University of Michigan Full timeFinancial Specialist Senior/IntermediateJob Summary:The Department of Ophthalmology and Visual Sciences at the University of Michigan is seeking an experienced Financial Specialist to join its team. As a key member of the department's financial operations, this individual will be responsible for downloading and analyzing reports and data related to faculty...
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Bilingual Financial Services Specialist
4 days ago
Ann Arbor, Michigan, United States New York Life (Mid Michigan) Full timeUnlock Your PotentialAt New York Life (Mid Michigan), we're committed to helping you grow your career and achieve your financial goals. As a Bilingual Financial Services Professional, you'll play a key role in developing personalized insurance and financial strategies for our clients in the Hispanic community.Key ResponsibilitiesMeet with clients to discuss...
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Senior Financial Specialist
4 weeks ago
Ann Arbor, Michigan, United States University of Michigan Full timeJob SummaryThe University of Michigan Transportation Research Institute (UMTRI) is seeking an experienced Senior Financial Specialist to join our team. As a key member of our administrative staff, you will work closely with the Unit Administrator to manage financial matters associated with UMTRI.ResponsibilitiesManage financial transactions and process...
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Financial Specialist Senior
3 weeks ago
Ann Arbor, Michigan, United States University of Michigan Full timeJob SummaryThe University of Michigan is seeking a highly skilled Financial Specialist Senior to join its Student Life Budget and Finance team. This role will provide comprehensive financial analysis and budget support to the Director of SLBF and Centers & Programs Directors.Key ResponsibilitiesFinancial Management, Reporting & AnalysisPrepare journal...
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Financial Transactions Specialist
3 hours ago
Ann Arbor, Michigan, United States Hutzel Plumbing & Heating Company Full timeJob SummaryHutzel Plumbing & Heating Company is seeking an experienced Accounts Receivable Specialist to join our finance division. The ideal candidate will be responsible for ensuring the accurate and timely collection of outstanding customer invoices and negotiating payment arrangements.Duties and ResponsibilitiesPerform day-to-day financial transactions,...
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Financial Analyst
3 weeks ago
Ann Arbor, Michigan, United States A2 Full timeJob Title: Finance SpecialistJoin Company A2 as a Finance Specialist and contribute to the financial success of our organization.About the RoleWe are seeking a highly skilled Finance Specialist to support a variety of financial aspects of our organization. This includes assisting in procurement activities, accounting, auditing, budget development tasks,...
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Financial Services Professional
5 days ago
Ann Arbor, Michigan, United States Principal Co Full timeUnlock Your Potential as a Financial ProfessionalA career with more potential awaits you. As a licensed financial advisor, you have the expertise to help clients achieve their financial goals. But why should your practice be held back from reaching its full potential?At Principal Co, we offer a supportive environment where you can grow your practice and...
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Financial Services Representative
1 month ago
Ann Arbor, Michigan, United States Lake Michigan Credit Union Full timeAbout the RoleWe're seeking a highly skilled Member Service Representative to join our team at Lake Michigan Credit Union. As a key member of our team, you will be responsible for providing exceptional service to our members, educating them on our products and services, and helping them achieve their financial goals.Key ResponsibilitiesProvide personalized...
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Financial Services Representative
4 weeks ago
Ann Arbor, Michigan, United States Lake Michigan Credit Union Full timeAbout the RoleWe are seeking a highly skilled Member Service Representative to join our team at Lake Michigan Credit Union. As a key member of our team, you will be responsible for providing exceptional service to our members, educating them on our products and services, and helping them achieve their financial goals.Key ResponsibilitiesProvide members with...
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Financial Services Professional
3 weeks ago
Ann Arbor, Michigan, United States New York Life (Mid Michigan) Full timeJob OverviewWe are seeking a skilled financial advisor to join our team at New York Life (Mid Michigan). As a financial advisor, you will be responsible for developing and implementing financial plans for our clients, providing expert advice on investment strategies, and building strong relationships with our customers.Key ResponsibilitiesDevelop and...
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Financial Services Representative
4 weeks ago
Ann Arbor, Michigan, United States Charles Knuth - State Farm Agent Full timeJob OpportunityWe are seeking a highly skilled Financial Services Representative to join our team at Charles Knuth - State Farm Agent. As a key member of our team, you will play a crucial role in marketing and selling financial products that manage everyday risks.Key Responsibilities:Conduct customer-focused reviews to educate clients about insurance options...
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Financial Planning Assistant
4 weeks ago
Ann Arbor, Michigan, United States Hantz Group Full timeFinancial Planning AssistantHantz Group, a leading Michigan-based financial company, is seeking a highly organized and detail-oriented Financial Planning Assistant to join our team. As a Financial Planning Assistant, you will play a critical role in supporting our Financial Advisors and other specialists in delivering exceptional client service.Key...
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Financial Planning Specialist
4 days ago
Ann Arbor, Michigan, United States Northwestern Mutual Full timeUnlock Your Potential as a Financial RepresentativeAt Northwestern Mutual, we empower our Financial Representatives to thrive in their careers and make a meaningful impact on their clients' lives. As a business owner, you'll spend your days building relationships, finding financial solutions, and helping your clients achieve their goals.Our award-winning...
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Financial Planning Specialist
4 days ago
Ann Arbor, Michigan, United States Hantz Group Full timeJob SummaryHantz Group, a leading financial services company, is seeking a highly motivated and detail-oriented individual to join our team as a Planning Analyst Intern. As a key member of our Family Office, you will work closely with our Financial Advisors to provide critical support in the funding process of customer accounts. Your responsibilities will...
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Ann Arbor, Michigan, United States Lisa Rich - State Farm Agent Full timeJob OverviewAs a vital member of the Lisa Rich - State Farm Agent team, you will play a crucial role in our daily business operations and customer success. Your primary responsibility will be to grow our agency through meaningful client relationships and acting as a liaison between customer needs and agency departments. You will improve the lives of our...
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Patient Financial Counselor
1 week ago
Ann Arbor, Michigan, United States Trinity Health Full timeJob SummaryWe are seeking a highly skilled Patient Financial Counselor to join our team at Trinity Health. As a Patient Financial Counselor, you will play a critical role in determining patient liability, providing financial assistance, and securing payment arrangements.Key ResponsibilitiesEstimate patient liability on accounts and evaluate credit histories...
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Mortgage Loan Officer
3 weeks ago
Ann Arbor, Michigan, United States PNC Financial Services Group Full timeJob SummaryPNC Financial Services Group is seeking a skilled Mortgage Loan Officer to join our team in Ann Arbor, MI. As a Mortgage Loan Officer, you will be responsible for recommending loan solutions, managing customer relationships, and collaborating with internal and external stakeholders to complete mortgage transactions.Key ResponsibilitiesDevelop and...