Financial Representative
3 days ago
At Western & Southern Life, we are seeking a highly skilled and motivated Financial Representative to join our team. As a Financial Representative, you will play a critical role in meeting the middle-income client needs for risk protection, financial security, and wealth creation.
Key Responsibilities:- Identify market opportunities and develop effective marketing plans to reach middle-market clients.
- Prospect and network for qualified leads, making initial contacts and securing appointments with prospective and existing clients.
- Conduct thorough needs analyses and provide tailored solutions to clients, ensuring their evolving financial needs are met.
- Effectively sell insurance and investment solutions, leveraging your expertise and relationship-building skills.
- Maintain accurate records, payments, and client information in a timely manner.
- High level of integrity and strong work ethic.
- Effective communication, interpersonal, and relationship-building skills.
- Ability to analyze client needs, understand financial products, and sell tailored solutions.
- Willingness to work hours that include weekday evenings and weekend hours.
- Minimum high school diploma or equivalent; college degree preferred.
- Competitive compensation and benefits package.
- Opportunities for professional growth and development.
- Collaborative and dynamic work environment.
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Financial Services Representative
2 weeks ago
San Diego, California, United States EA Financial Full timeEmpower Financial Well-beingAt EA Financial, our mission is to educate and assist individuals, institutions, and business owners to take control of their finances and secure their future. We pride ourselves on a commitment to excellence, reflected in all aspects of our work.We believe in a holistic approach to financial empowerment, which is why we have a...
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Financial Services Representative
2 weeks ago
San Diego, California, United States EA Financial Full timeEmpower Financial Well-beingAt EA Financial, our mission is to educate and assist individuals, institutions, and business owners to take control of their finances and secure their future. We pride ourselves on a commitment to excellence, reflected in all aspects of our work.We believe in a holistic approach to financial empowerment, which is why we have a...
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Financial Services Representative
3 weeks ago
San Diego, California, United States San Diego Financial Center Full timeFinancial Services Career Opportunity **About Us** At San Diego Financial Center, we strive to provide a comprehensive range of financial services to our clients. Our team is dedicated to helping individuals prepare for and live in retirement, while promoting financial literacy and stability. **Job Summary** We are seeking a skilled and passionate...
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Financial Trader
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San Diego, California, United States Cetera Financial Group Full timeAt Cetera Financial Group, we strive for excellence in our operations. To achieve this, we require individuals who can support and ensure our success. Our corporate team is the backbone of our operations, providing support in various areas such as finance and HR. We offer diverse business opportunities that provide meaningful prospects for growth to...
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Financial Representative
4 weeks ago
San Diego, California, United States Northwestern Mutual Full timeAbout the RoleAs a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning.Key ResponsibilitiesClient Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.Financial...
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Financial Services Representative
2 weeks ago
San Diego, California, United States Fidelity TalentSource LLC Full timeUnlock Your Potential as a Financial Services RepresentativeFidelity Investments is seeking a highly motivated and customer-focused individual to join our team as a Financial Services Representative. In this role, you will have the opportunity to develop your skills and knowledge in financial services, working closely with our experienced team to provide...
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Financial Services Representative
3 weeks ago
San Diego, California, United States Mission Federal Credit Union Full time{"title": "Financial Services Representative", "content": "Key ResponsibilitiesAs a Financial Services Representative at Mission Federal Credit Union, you will be responsible for providing exceptional member service and support in a fast-paced retail branch environment. Your primary focus will be on building relationships with members, understanding their...
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Financial Services Representative
2 weeks ago
San Diego, California, United States Northwestern Mutual - Downtown San Diego Full timeJoin Our Team at Northwestern Mutual - Downtown San DiegoWe are proud to be the 2023 Diversity, Equity & Inclusion Grand Award Winner within the entire Northwestern Mutual system, standing out among 78 offices nationwide, as well as the #1 office in the company for new advisors. Our team is dedicated to providing exceptional service and support to our...
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Financial Representative
2 weeks ago
San Diego, California, United States Western & Southern Life Full timeJob SummaryThe Financial Representative role at Western & Southern Life is a dynamic opportunity to meet the financial needs of middle-income clients. As a key member of our team, you will be responsible for educating clients, analyzing their needs, and recommending tailored solutions to ensure their financial security and wealth creation.Key...
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Financial Services Representative
2 weeks ago
San Diego, California, United States Northwestern Mutual - Downtown San Diego Full timeJoin Our Team at Northwestern Mutual - Downtown San DiegoWe are proud to be the 2023 Diversity, Equity & Inclusion Grand Award Winner within the entire Northwestern Mutual system, standing out among 78 offices nationwide. Our team is dedicated to providing exceptional service and support to our clients, and we are seeking a talented and motivated individual...
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Financial Services Representative
2 weeks ago
San Diego, California, United States North Island Credit Union Full timeMember Experience:Developing strong relationships with members is key to providing exceptional sales and service. By understanding their financial needs and goals, we can help them make informed decisions about their banking and financial services. As a Personal Banker/Financial Services Representative, you will work closely with members to identify their...
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Financial Services Representative
2 weeks ago
San Diego, California, United States Northwestern Mutual - Downtown San Diego Full timeJoin Our Team at Northwestern Mutual - Downtown San DiegoWe are proud to be the 2023 Diversity, Equity & Inclusion Grand Award Winner within the entire Northwestern Mutual system, standing out among 78 offices nationwide. Our team is dedicated to providing exceptional service and support to our clients, and we are seeking a talented and motivated individual...
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Financial Services Representative
1 week ago
San Diego, California, United States Fidelity TalentSource LLC Full timeUnlock Your Potential as a Financial Services RepresentativeFidelity Investments is seeking a highly motivated and customer-focused individual to join our team as a Financial Services Representative. In this role, you will have the opportunity to develop your skills and knowledge in financial services, working closely with our experienced team to provide...
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Financial Sales Representative
4 weeks ago
San Diego, California, United States Northgate Markets Full time**Job Summary:**The Financial Sales Representative II position at Northgate Markets demonstrates sales techniques to promote all financial services while maintaining excellent customer service and processing financial transactions accurately.**Key Responsibilities:**• Promote all financial services and advise accurate information to customers regarding the...
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Client Services Representative
4 weeks ago
San Diego, California, United States Cetera Financial Group Full timeAbout the RoleCetera Financial Group is seeking a highly skilled and detail-oriented Client Services Representative to join our team. As a Client Services Representative, you will play a critical role in supporting our Financial Advisors with their day-to-day operations, enhancing the customer service level, and experience.Key Responsibilities:Act as a...
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Financial Services Representative
4 weeks ago
San Diego, California, United States Northgate Markets Full time**Job Summary:**The Financial Services Representative II position at Northgate Markets is a dynamic role that requires excellent sales techniques to promote all financial services while maintaining exceptional customer service and processing financial transactions accurately.**Key Responsibilities:**• Promote all financial services and provide accurate...
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Financial Representative with Expertise
7 days ago
San Diego, California, United States Northwestern Mutual - Downtown San Diego Full timeUnlock Your Financial PotentialAt Northwestern Mutual - Downtown San Diego, we're proud to be a leader in the financial services industry, recognized for our commitment to diversity, equity, and inclusion. Our thriving network office is a hub for professionals who share our passion for helping individuals and businesses achieve financial security.As a...
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Financial Services Representative
4 weeks ago
San Diego, California, United States North Island Credit Union Full timeJob SummaryWe are seeking a highly skilled Financial Services Representative to join our team at North Island Credit Union. As a key member of our branch team, you will be responsible for providing exceptional service to our members, identifying their financial needs, and promoting our credit union products and services.Key ResponsibilitiesMember Experience:...
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Financial Services Representative
4 weeks ago
San Diego, California, United States Mission Federal Credit Union Full timeAbout the RoleWe are seeking a highly motivated and experienced Financial Services Representative to join our team at Mission Federal Credit Union. As a key member of our branch operations team, you will be responsible for providing exceptional service to our members, building relationships, and driving sales of our financial products and services.Key...
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Financial Services Representative
2 weeks ago
San Diego, California, United States North Island Credit Union Full timeJob SummaryWe are seeking a highly skilled and motivated Financial Services Representative to join our team at North Island Credit Union. As a key member of our branch team, you will be responsible for providing exceptional member service, sales, and support to our members.Key ResponsibilitiesMember Experience:Develop and maintain strong relationships with...