Insurance and Financial Services Career Opportunity
4 days ago
As a key member of our team at James Walford - State Farm Agent, you will play a crucial role in marketing financial products that manage everyday risks. Your expertise in financial products will enable you to provide customers with a consultative approach to educating them on their financial options. Your analytical skills will make you a valuable resource to customers and a competitive addition to our agency.
- Utilize a customer-focused, needs-based review process to educate customers about insurance options.
- Collaborate with the agent to establish and meet marketing goals.
- Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
- Bachelor's degree in finance, economics, accounting, or a related field.
- Ability to obtain relevant financial service licenses.
- Proven experience working as a financial services representative.
- Sound knowledge of financial legislation.
- Proficiency in Microsoft Office applications.
- Strong mathematical skills.
- Excellent analytical, organizational, and problem-solving skills.
- Effective communication skills.
- Exceptional customer service skills.
- Successful track record of meeting sales goals/quotas preferred.
- Salary plus commission/bonus.
- Paid time off (vacation and personal/sick days).
- Health benefits.
- Profit sharing.
- Growth potential/Opportunity for advancement within our office.
-
Des Moines, Iowa, United States James Walford - State Farm Agent Full timeJob Title: Insurance and Financial Services Career OpportunityAs a Insurance and Financial Services Career Opportunity, you will be responsible for marketing financial products that manage everyday risks. Your knowledge of financial products will enable you to provide a sales-minded and consultative approach to educating customers on their financial...
-
Insurance Career Opportunities
5 days ago
Des Moines, Iowa, United States Bankers Life Full timeAbout the Role:Bankers 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 this opportunity.Key Responsibilities:Build a client base by...
-
Career Opportunities as a Financial Advisor
4 days ago
Des Moines, Iowa, United States New York Life Des Moines GO Full timeFinancial Advisor Role at New York Life Des Moines GOAs a Financial Advisor at New York Life Des Moines GO, you will play a vital role in helping clients achieve their financial goals. This is a client-based role where you will run your own practice, but have the support of a Fortune 100 company.Your core responsibility will be to provide your clients with...
-
Insurance Agent Career Opportunity
2 weeks ago
Des Moines, Iowa, United States Bankers Life Full timeAbout the Role:Bankers Life is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. As a Financial Services Professional, you will help clients achieve their financial goals, build strong relationships, and provide guidance on financial decisions.Key Responsibilities:Develop a client base by growing relationships...
-
Des Moines, Iowa, United States James Walford - State Farm Agent Full timeInsurance and Financial Services ProfessionalWe are seeking a highly skilled Insurance and Financial Services Professional to join our team at James Walford - State Farm Agent. As a key member of our team, you will be responsible for marketing and selling financial products that manage everyday risks.Key Responsibilities:Market and sell financial products to...
-
Financial Services Sales Support Manager
3 weeks ago
West Des Moines, Iowa, United States Farm Bureau Financial Services Full timeFinancial Services Sales Support ManagerAre you a customer service and financial services professional looking to take your career to the next level? We may have the opportunity for you at Farm Bureau Financial Services.About Us:Farm Bureau Financial Services is a leading provider of financial services, protecting the livelihoods and futures of our...
-
Financial Services Professional
1 week ago
Des Moines, Iowa, United States Vision Financial Group, LLC Full timeFinancial Advisor OpportunityVision Financial Group, LLC is seeking a skilled Financial Advisor to assist clients in achieving their financial goals. The ideal candidate will possess a strong understanding of investments and asset management strategies, as well as excellent customer service and communication skills.Key Responsibilities:Meet with clients to...
-
Financial Services Professional
2 weeks ago
Des Moines, Iowa, United States Vision Financial Group, LLC Full timeFinancial Advisor OpportunityVision Financial Group, LLC is seeking a highly skilled Financial Advisor to join our team. As a Financial Advisor, you will work closely with clients to understand their financial objectives, risk tolerance, income, expenses, and assets. You will assist in developing personalized financial plans, utilizing your knowledge of...
-
Financial Services Sales Support Manager
2 weeks ago
West Des Moines, Iowa, United States Farm Bureau Financial Services Full timeFinancial Services Sales Support ManagerAre you a customer service and financial services professional looking to take your career to the next level? We may have the opportunity for you at Farm Bureau Financial Services.We are seeking a Financial Services Sales Support Manager to lead, coach, develop, and support an internal sales support team. As a key...
-
Financial Services Professional
4 weeks ago
Des Moines, Iowa, United States Vision Financial Group LLC Full timeJob OpportunityVision Financial Group LLC is seeking a highly skilled Financial Advisor to join our team of professionals. As a key member of our organization, you will play a crucial role in helping clients achieve their financial goals.Key Responsibilities:Meet with clients to understand their financial objectives, risk tolerance, income, expenses, and...
-
Personal Lines Insurance Specialist
2 weeks ago
Des Moines, Iowa, United States Farm Bureau Financial Services Full timeAbout the RoleWe are seeking a highly skilled Personal Lines Underwriter to join our team at Farm Bureau Financial Services. As a key member of our organization, you will play a critical role in the growth and success of our company.Key ResponsibilitiesDevelop and implement strategies to select and write new personal lines business, ensuring the best...
-
Des Moines, Iowa, United States Globe Life AIL - Bobbi Woods Full timeJob SummaryAt Globe Life AIL - Bobbi Woods, we are seeking a skilled Benefits Advisor to join our team. As a Benefits Advisor, you will play a crucial role in helping clients understand and navigate our insurance policies. Your expertise will be essential in developing and implementing suitable plans that meet the unique needs of our clients.Key...
-
Actuarial Internship in Life Insurance
3 weeks ago
Des Moines, Iowa, United States Farm Bureau Financial Services Full timeActuarial Internship OpportunityFarm Bureau Financial Services is seeking a highly motivated and detail-oriented Actuarial Intern to join our Life Division. As an Actuarial Intern, you will have the opportunity to gain valuable experience in the actuarial field and develop a working knowledge of life insurance products, actuarial software, and financial...
-
Financial Services Associate
1 week ago
Des Moines, Iowa, United States Vision Financial Group LLC Full timeJob DescriptionVision Financial Group LLC is seeking a highly skilled Tax Preparer to join their team. The ideal candidate will have a strong attention to detail and excellent customer service skills.The responsibilities of this role include:Tax Preparation and Entry:Prepare and accurately input tax data into software systems.Review financial records and...
-
Actuarial Internship in Life Insurance
1 month ago
Des Moines, Iowa, United States Farm Bureau Financial Services Full timeActuarial Internship OpportunityWe are seeking highly motivated and detail-oriented individuals to join our team as Actuarial Interns in the Life Division. As an Actuarial Intern, you will have the opportunity to gain hands-on experience in the actuarial field and develop a working knowledge of life insurance products, actuarial software, and financial...
-
Des Moines, Iowa, United States The LeBlanc Group Full timeJob Opportunity: Insurance Career Opportunities with The LeBlanc GroupWe are seeking individuals with a growth and entrepreneurial mindset, resilience, positive attitude, self-motivation, coachability, strong work ethic, and alignment with our core values. Our company, The LeBlanc Group, specializes in protecting families with various insurance products such...
-
Financial Services Representative
4 weeks ago
Des Moines, Iowa, United States New York Life Des Moines GO Full timeUnlock Your Potential as a Financial AdvisorAt New York Life Des Moines GO, we're seeking a talented and ambitious individual to join our team as an Entry-Level Financial Advisor. As a Financial Advisor, you'll play a vital role in helping clients achieve their financial goals and secure their future.As a representative of our company, you'll have the...
-
Audit Services Internship Opportunity
2 weeks ago
West Des Moines, Iowa, United States Farm Bureau Financial Services Full timeAudit Services Internship OpportunityFarm Bureau Financial Services is seeking a talented student to join our Audit Services team as an intern. As an Audit Services intern, you will participate in process walkthroughs to evaluate financial statement risks and controls, and have the opportunity to begin documenting walkthroughs and support staff in the...
-
Financial Services Representative
1 month ago
Des Moines, Iowa, United States New York Life Des Moines GO Full timeUnlock Your Potential as a Financial AdvisorAt New York Life Des Moines GO, we're seeking a talented and ambitious individual to join our team as an Entry-Level Financial Advisor. As a Financial Advisor, you'll play a vital role in helping clients achieve their financial goals and secure their future.Key Responsibilities:Develop and maintain strong...
-
Insurance Underwriter
1 week ago
Des Moines, Iowa, United States FBL Financial Group Full timeAs a Personal Lines Underwriter at FBL Financial Group, you will play a critical role in the company's growth by selecting and writing new business that aligns with our goals.You will work closely with agency staff to identify and pursue opportunities that promote the best interest of the company.Your responsibilities will include re-underwriting existing...