Senior Financial Services Professional

12 hours ago


Greensboro, North Carolina, United States Summit Advisory Group Full time

About the Role:

We are seeking a highly motivated and experienced Senior Financial Services Professional to join our team at Summit Advisory Group. As a key member of our team, you will be responsible for building and maintaining strong relationships with clients, identifying new business opportunities, and providing exceptional customer service.

Key Responsibilities:

  • Prospecting for clients through referrals, personal observation, and networking
  • Day-to-day servicing of current client accounts (submitted paperwork, account changes, etc.)
  • Developing and maintaining long-term relationships with clients (checking emails, making and returning phone calls, holding meetings, sending mailings)
  • Sitting down with clients to perform a fact gathering and needs analyses to arrive at client-centric financial solutions
  • Establishing 1-on-1 trainings, mentoring, and group training to help ensure you are given proper guidance and attention at all times
  • Leadership conversations; able to create and modify procedures
  • Recruit and develop associates

Requirements:

  • 5 years of experience
  • Approving track record in high productive preferably on MDRT established agent

What We Offer:

  • Opportunity for our Full Benefits package (medical, dental, healthcare)
  • Group life and disability income insurance
  • Unlimited income potential
  • Exceptional 401K plan
  • Additional financing for the first three years
  • Tuition Reimbursement program for professional designations and continuous learning
  • Recognition and award programs including trips to desirable worldwide destinations

About Us:

Summit Advisory Group is a dynamic and growing financial services company that offers a world of possibilities for agents who are driven and entrepreneurial in spirit. We are committed to providing our clients with exceptional service and support, and we are seeking a talented and motivated individual to join our team.



  • Greensboro, North Carolina, United States New York Life Full time

    About New York LifeNew York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on...


  • Greensboro, North Carolina, United States First Horizon Advisors, Inc. Full time

    Job OverviewWe are seeking a highly skilled Financial Advisor to join our team at First Horizon Advisors, Inc. As a Financial Advisor, you will be responsible for developing client relationships and partnerships with referral sources inside and outside of the bank. You will enjoy the support of the firm in offering valuable advice to clients and helping them...


  • Greensboro, North Carolina, United States New York Life Full time

    Job OpportunityNew York Life is seeking a seasoned professional to lead our financial services team. As a key member of our organization, you will be responsible for recruiting and developing talented individuals to drive business growth and success.About the Role:Lead the recruitment and selection of top talent in the financial services industry.Develop and...


  • Greensboro, North Carolina, United States First Horizon Advisors, Inc. Full time

    Job Title: Financial AdvisorLocation: On-site at the location listed in the job posting.Job Summary:We are seeking highly skilled Financial Advisors to join our team at First Horizon Advisors, Inc. As a Financial Advisor, you will be responsible for developing strong client relationships and partnerships with referral sources. You will enjoy the support of...


  • Greensboro, North Carolina, United States Bell Partners Full time

    About the RoleWe are seeking a highly motivated and detail-oriented individual to join our Financial Services team as a corporate intern. This 10-week program will provide you with hands-on experience in various roles within the department, including Investor Relations, Asset Management, Marketing, Business Intelligence, Financial Services, and Management...


  • Greensboro, North Carolina, United States Bell Partners Full time

    **Make a Difference at Bell Partners**We are seeking a highly motivated and detail-oriented individual to join our team as a Financial Services Intern. As a member of our corporate team, you will have the opportunity to gain hands-on experience in various aspects of our business, including Investor Relations, Asset Management, Marketing, Business...


  • Greensboro, North Carolina, United States Lincoln Financial Group Full time

    Job SummaryThis role is responsible for performing and delivering on routine and progressively more non-routine assignments for incoming payments independently in accordance with established procedures and guidelines.Key ResponsibilitiesBuilds and maintains effective relationships with internal and external stakeholders to continuously improve partnerships...


  • Greensboro, North Carolina, United States Jobot Full time

    Job SummaryWe are seeking a seasoned and driven Senior Financial Director to oversee all financial aspects of our company. As a key member of our senior leadership team, you will provide strategic input and help shape the future direction of our company.Key ResponsibilitiesOversee, direct, and manage the company's financial operations and functions,...


  • Greensboro, North Carolina, United States Truist Full time

    Job SummaryTruist Insurance Holding's Senior Accountant will provide leadership and mentoring for less experienced team members, including the review and approval of work of other team members. The ideal candidate will have a strong background in accounting and financial reporting, with experience in preparing and reviewing journal entries, reconciliations,...


  • Greensboro, North Carolina, United States Advanced Personnel Resources, Inc. Full time

    Senior Accountant Job DescriptionAdvanced Personnel Resources, Inc. is seeking a highly skilled Senior Accountant to join our team. As a key member of our accounting and finance operations, you will play a critical role in ensuring the accuracy and timeliness of our financial data.Responsibilities:Perform various general accounting duties, including monthly...


  • Greensboro, North Carolina, United States LHH Recruitment Solutions Full time

    Job OverviewLHH Recruitment Solutions is seeking a highly skilled Senior Accountant to join their team. The ideal candidate will have a Bachelor's degree in Accounting and at least five years of experience in a manufacturing or distribution environment.The Senior Accountant will be responsible for compiling and analyzing financial data, providing profit and...


  • Greensboro, North Carolina, United States Truist Full time

    Job SummaryTruist Insurance Holding's Senior Accountant will provide leadership and mentoring for less experienced team members, ensuring accurate financial transactions and compliance with GAAP and internal accounting policies. The ideal candidate will have a strong analytical and problem-solving skillset, with excellent communication and leadership...


  • Greensboro, North Carolina, United States LHH Recruitment Solutions Full time

    Job OpportunityLHH Recruitment Solutions is working with a large corporation with a national presence to hire a Senior Accountant for their team. The ideal candidate will have a Bachelor's degree in Accounting and relevant experience. The successful candidate will work closely with the Controller and CFO to provide detailed, accurate financial reporting up...


  • Greensboro, North Carolina, United States KCA Recruiting Full time

    Job OverviewOur esteemed client in the Triad area is recognized for fostering a workplace culture that values respect and promotes a healthy work/life balance.The Senior Financial Accountant position involves overseeing financial operations and ensuring compliance with accounting standards. This role requires analytical skills, the ability to evaluate...


  • Greensboro, North Carolina, United States New York Life Full time

    Job SummaryWe are seeking a highly motivated and results-driven Financial Services Professional to join our team at New York Life. As a Financial Services Professional, you will be responsible for building relationships with clients and providing them with customized financial solutions to achieve their long-term goals.Key ResponsibilitiesUnderstand the...


  • Greensboro, North Carolina, United States Stone Press Financial Group Full time

    Job OverviewStone Press Financial Group is seeking a seasoned Experienced Financial Consultant to collaborate with our team. As a key member, you will be responsible for developing and implementing comprehensive financial strategies for our clients. Your expertise will be invaluable in helping them achieve their financial objectives.Key...


  • Greensboro, North Carolina, United States New York Life Full time

    {"h1": "Unlock Your Potential as a Financial Services Professional at New York Life"} New York Life is seeking a talented and ambitious Financial Services Professional to join our team. As a key member of our sales force, you will play a vital role in helping individuals, families, and businesses achieve their long-term financial goals. Key...


  • Greensboro, North Carolina, United States New York Life Full time

    About the RoleWe are seeking a highly motivated and results-driven Financial Services Professional to join our team at New York Life. As a key member of our sales force, you will be responsible for building relationships with clients and providing them with tailored financial solutions to meet their unique needs.Key Responsibilities:Develop and maintain a...


  • Greensboro, North Carolina, United States Banyan Search Full time

    Job OverviewWe are seeking a highly skilled Senior Financial Analyst to drive financial planning, pricing strategies, and margin optimization. The ideal candidate will possess strong analytical capabilities to extract key insights from financial data and inform business decisions.Key Responsibilities:Analyze and optimize product margins through detailed...


  • Greensboro, North Carolina, United States Northwestern Mutual - Greensboro Full time

    Unlock Your Potential as a Client Advisor with Northwestern Mutual - GreensboroAre you a driven individual with a passion for helping others achieve their financial goals? Do you thrive in a fast-paced environment where no two days are ever the same? If so, we invite you to explore a career as a Client Advisor with Northwestern Mutual - Greensboro.About the...