Insurance and Financial Services Professional
3 weeks ago
As a key member of the Chad Burtch - State Farm Agent team, you will play a vital role in driving our agency's success through exceptional client relationships and liaison services. Your primary objective will be to proactively market relevant products and services to customers, thereby improving their lives and contributing to the growth of our agency.
Responsibilities- Develop and maintain strong client relationships in insurance and financial services.
- Provide comprehensive financial planning and insurance advice to clients.
- Assist clients with retirement planning, investment management, and insurance needs.
- Stay up-to-date with market trends and product offerings.
- Sales experience, preferably in outside sales or inside sales representative, retail sales associate, or telemarketing.
- A successful track record of meeting sales goals/quotas is preferred.
- A genuine enthusiasm for the role insurance and financial products play in helping people manage risks and achieve their goals.
- Self-motivation and attention to detail are essential.
- Ability to make presentations to potential customers.
- Property and Casualty license (must be able to obtain).
- Life and Health license (must be able to obtain).
- Series 6 and 63 (must be able to obtain).
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Insurance Sales Professional
3 weeks ago
Iowa City, Iowa, United States Rocky Vines Insurance Full timeProtect Families, Grow Your CareerAt Rocky Vines Insurance, we're committed to helping families secure their financial futures. As an Insurance Sales Professional, you'll play a vital role in assessing families' insurance needs and providing tailored solutions to protect their loved ones.Key Responsibilities:Assess families' insurance needs, focusing on...
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Financial Career Specialist
4 weeks ago
Iowa City, Iowa, United States Prudential Financial Full timeFinancial Career OpportunitiesAt Prudential Financial, we are seeking a highly motivated and analytical individual to join our team as a Financial Professional. This role offers a unique opportunity to develop a career in the financial services industry and work with a team of experienced professionals to help clients achieve their financial goals.Key...
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Insurance Customer Service Representative
4 weeks ago
Iowa City, Iowa, United States State Farm Insurance Full timeState Farm Insurance **Job Summary** As a key member of our team, you will play a vital role in providing exceptional customer service to our policyholders. Your primary responsibility will be to assist customers with their insurance needs, ensuring that they receive accurate and timely information. **Key Responsibilities** * Assist customers with policy...
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Insurance Customer Service Representative
4 weeks ago
Iowa City, Iowa, United States State Farm Insurance Full timeCustomer Service RepresentativeAs a Customer Service Representative at State Farm Insurance, you will be responsible for assisting customers with their insurance needs by providing accurate and timely information. This includes processing policy changes and updates in the system, handling incoming calls and emails from customers regarding policy inquiries...
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Financial Services Representative
4 weeks ago
Iowa City, Iowa, United States Bronson Kinkade Consulting Full timeFinancial Services OpportunityWe are seeking a highly motivated and experienced Financial Services Representative to join our team at Bronson Kinkade Consulting. As a Financial Services Representative, you will be responsible for introducing financial products such as Indexed Universal Life (IUL), annuities, life insurance, and others to individuals seeking...
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Financial Product Specialist
4 weeks ago
Iowa City, Iowa, United States Expert Seekers Training Full timeExpert Financial Product Specialist RoleAt Expert Seekers Training, we're seeking a skilled Financial Product Specialist to join our team of insurance professionals. As a Financial Product Specialist, you'll play a crucial role in guiding prospects nationwide through insurance options via phone and virtual meetings.Key Responsibilities:Partner with mentors...
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Financial Services Specialist
4 weeks ago
Iowa City, Iowa, United States Mass Markets - MCI Company Full timeMCI is a leading Business Process Outsourcing (BPO) company that specializes in delivering tailored solutions to meet the diverse needs of our clients.We are seeking a highly skilled Financial Services Specialist to join our team and contribute to our mission of excellence and innovation.The ideal candidate will have a strong background in accounting and...
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Customer Service Manager
4 weeks ago
Iowa City, Iowa, United States Harold Dishner - State Farm Agent Full timeCustomer Service Manager Job DescriptionAs a Customer Service Manager at Harold Dishner - State Farm Agent, you will be responsible for establishing and maintaining strong relationships with customers, providing prompt and accurate service, and educating customers about insurance options. Your excellent communication skills, self-motivation, and attention to...
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Insurance Sales Agent
4 weeks ago
Mason City, Iowa, United States Farm Bureau Financial Services Full timeJob OpportunityAt Farm Bureau Financial Services, we are seeking a highly motivated and entrepreneurial-minded professional to join our team as an Insurance Sales Representative. This is a unique opportunity to build a successful business and make a difference in people's lives.Key Responsibilities:Obtain a Property & Casualty License, Life and Health...
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Insurance Sales Professional
4 weeks ago
Iowa City, Iowa, United States Amy La Grange - Farm Bureau Full timeJob Title: Insurance Sales ProfessionalJob Summary:We are seeking a highly motivated and ambitious Insurance Sales Professional to join our team at Amy La Grange - Farm Bureau. As a Sales Representative, you will be responsible for meeting with referral sources, participating in networking events, and quoting new prospective auto/home/farm or business...
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Insurance Agent
4 weeks ago
Mason City, Iowa, United States Farm Bureau Financial Services Full timeUnlock Your Potential as an Insurance AgentAt Farm Bureau Financial Services, we're seeking a motivated and entrepreneurial-minded individual to join our team as an Insurance Agent. This is an exciting opportunity to build a successful business and make a positive impact in your community.Key Responsibilities:Obtain a Property & Casualty License, Life and...
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Insurance Sales Professional
4 weeks ago
Iowa City, Iowa, United States Farm Bureau Full timeJob OverviewWe are seeking a highly motivated and self-starting Sales Representative to join our team. As an Insurance Sales Representative, you will be responsible for generating new business through telephone, networking, and other lead sources. You will independently close on multi-line insurance policies and meet new monthly business production goals and...
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Customer Service Ambassador
3 weeks ago
Iowa City, Iowa, United States State Farm Insurance Full timeKey Responsibilities:As a Customer Service Representative at State Farm Insurance, you will be responsible for assisting customers with inquiries, complaints, and policy changes. You will provide accurate and timely information regarding insurance products and services, process policy applications, renewals, and cancellations, and handle billing and payment...
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Insurance Specialist
4 weeks ago
Iowa City, Iowa, United States Horace Mann Full timeUnlock Your Potential as an Insurance AgentHorace Mann Educators Corporation is seeking a talented and motivated Insurance Agent to join our team. As an Exclusive Agent, you will have the opportunity to build a successful business, provide solutions to educators, and enjoy excellent earning potential.Key Responsibilities:Develop and implement a business plan...
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Insurance Sales Professional
3 weeks ago
Sioux City, Iowa, United States Jeff Ahlers Insurance Agency Full timeJob Title: Insurance Sales ProfessionalAbout the Role:We are seeking a highly motivated and results-driven Insurance Sales Professional to join our team at Jeff Ahlers Insurance Agency. As an Insurance Sales Professional, you will play a crucial role in assisting clients with their insurance needs, building lasting relationships, and contributing to our...
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Senior Insurance Auditor
4 weeks ago
Iowa City, Iowa, United States The Auto Club Group Full timeJob Title: Senior Insurance AuditorAre you a detail-oriented professional with a passion for ensuring the integrity of financial systems? Do you have a strong background in insurance and a keen eye for risk management? We're seeking a Senior Insurance Auditor to join our team at The Auto Club Group.About the Role:Conduct internal audits of ACG processes to...
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Financial Services Representative
4 weeks ago
Iowa City, Iowa, United States Chad Burtch - State Farm Agent Full timeJob OpportunityState Farm Insurance Agent Chad Burtch is seeking a motivated and career-oriented professional to join their team in Iowa City, IA.Job SummaryThis role involves building and developing customer relationships within the community to promote State Farm products, including auto, home, and life insurance.Key ResponsibilitiesCollaborate with the...
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Insurance Sales Professional
4 weeks ago
Iowa City, Iowa, United States Farm Bureau Full timeJob SummaryAs a Sales Representative at Farm Bureau, you will play a crucial role in contributing to and supporting sales goals. This includes new business, cross-sell opportunities, customer service, retention, and profit goals.Key Responsibilities:Must be licensed in Personal, Commercial, and Life, Accident, and Health insurance within the 90-day...
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Licensed Insurance Professional
3 weeks ago
Iowa City, Iowa, United States The Sullivan Agency Full timeJob DescriptionWe are seeking individuals with a growth and entrepreneurial mindset, resilience, positive attitude, self-motivation, coachability, strong work ethic, and alignment with our core values.To succeed in this position, you'll need a laptop/computer with a video camera, high-speed internet, smart phone, and an insurance license (we can help you...
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Senior Financial Consultant
3 weeks ago
Mason City, Iowa, United States Prudential Financial Full timeUnlock Your Financial PotentialAt Prudential Financial, we're seeking a skilled Financial Advisor to join our team. As a Financial Advisor, you'll have the opportunity to work with an existing book of clients, providing them with expert financial guidance and support.Our Offerings:Open Architecture Platform: Our platform allows you to create client solutions...