Insurance and Financial Services Career Opportunity

4 weeks ago


Rochester, New York, United States Van Travis - State Farm Agent Full time
Job OverviewAs a vital member of the Van Travis - State Farm Agent team, you will play a crucial role in our daily business operations and contribute to the success of our customers. This position is ideal for individuals who aspire to agency ownership, which can be achieved through the experience gained in this role and the Agent Aspirant program offered by State Farm Insurance Companies.

Key Responsibilities:
  • Develop and maintain strong relationships with clients in insurance and financial services.
  • Provide clients with comprehensive financial planning and insurance advice, helping them navigate complex market trends and product offerings.
  • Assist clients with retirement planning, investment management, and insurance needs, ensuring their financial security and well-being.
Requirements:
  • Experience in insurance and financial services, with a strong understanding of market trends and product offerings.
  • Excellent communication and interpersonal skills, with the ability to build trust with clients and colleagues alike.
  • Licenses in insurance and FINRA Series 7 and 63 are preferred, but not required.


  • Rochester, New Hampshire, United States OneMain Financial Full time

    Empower Customers with Access to Friendly, Fast, and Affordable FinancingAs a Consumer Loan Sales Specialist at OneMain, you will play a vital role in empowering customers by listening to their needs and providing access to financing for life's expenses. This role offers a unique opportunity to learn the lending and servicing business, allowing you to grow...


  • Rochester, New York, United States Next Insurance Full time

    Job OverviewWe are seeking a highly motivated and detail-oriented Insurance Customer Service Representative to join our team at Next Insurance. As a key member of our customer support team, you will be responsible for providing exceptional customer service and support to our clients.Key Responsibilities:Respond to customer inquiries and resolve issues in a...


  • Rochester, New York, United States Thrivent Financial Full time

    Job SummaryThe Lead Advisor at Thrivent Financial plays a pivotal role in guiding clients towards achieving their financial and investment goals. This position requires a deep understanding of financial planning, investment strategies, and client relationship management.Key ResponsibilitiesLead, mentor, and develop a team of financial advisorsSet performance...

  • Financial Planner

    4 weeks ago


    Rochester, New York, United States Equitable Services Full time

    Financial Advisor Role at Equitable ServicesWe are seeking a talented Financial Advisor to provide comprehensive financial planning, investment advice, and portfolio management services to clients. As a Financial Advisor, you will utilize your knowledge and expertise to assess clients' financial goals and develop personalized financial plans.Key...


  • Rochester, New York, United States Thrivent Financial Full time

    Job SummaryThe Lead Financial Advisor plays a pivotal role in guiding clients towards achieving their financial and investment goals. This position requires a deep understanding of financial planning, investment strategies, and client relationship management.Key ResponsibilitiesLead, mentor, and develop a team of financial advisorsSet performance goals,...


  • Rochester, New York, United States 84 Lumber Full time

    84 Lumber is a leading supplier of building materials, with a career path that offers opportunities for growth and advancement.The Management Trainee position is a full-time entry-level role that provides training and development in all aspects of store operations.Within the first 6-12 months, trainees can be promoted to General Managers, with the potential...


  • Rochester, New York, United States Sean Davern - State Farm Agent Full time

    Job OverviewAs an Account Associate with Sean Davern - State Farm Agent, you will play a key role in expanding our office's reach and bringing on new clients. Your primary objective will be to establish relationships with potential clients, build plans with them, and follow up as needed to bring them on board as customers. You will use a customer-focused,...


  • Rochester, New Hampshire, United States Bernier Insurance Full time

    Job Title: Senior Account ManagerAt Bernier Insurance, we're seeking a dynamic and professional Licensed Senior Account Manager to join our Personal Lines Team. As a trusted advisor, you'll provide exceptional service to our clients, identify opportunities for business growth, and support a positive work culture.Key Responsibilities:* Demonstrate active...


  • Rochester, New York, United States Jackson Insurance Solutions Full time

    Job DescriptionAt Jackson Insurance Solutions, we're seeking a skilled Life Insurance Sales Agent to join our team. As a sales agent, you'll have the opportunity to work independently, selling life insurance to clients who have already expressed interest in our services.Key Responsibilities:* Sell life insurance policies to clients* Build and maintain...


  • Rochester, New York, United States UR Medicine | Highland Hospital Full time

    Start Your Nursing Career with UsWe are seeking new graduate nurses to join our team at UR Medicine | Highland Hospital. Our hospital offers a variety of new grad openings on different units, including medical-surgical units with opportunities to work in PCU, ortho, oncology, geriatric, and acute care. As a new graduate nurse, you will have the chance to...


  • Rochester, New York, United States Medical Solutions Full time

    Enjoy a fulfilling career as a Traveling RN with Medical SolutionsIn this exciting RN (Registered Nurse) role, you'll have the opportunity to work as a Telemetry nurse in Rochester, NY, and enjoy the freedom and flexibility that comes with traveling nursing.We're partnered with Medical Solutions, a company that truly cares about its nurses and allied...


  • Rochester, New York, United States Bowers CPA's & Advisors Full time

    Client Accounting and Advisory Services refers to a range of accounting and financial services provided by Bowers CPAs & Advisors. These services include outsourced CFO, Controller and accounting services including budgeting, forecasting, financial analysis, and strategic planning; financial statement preparation; full-service bookkeeping; vendor bill...


  • Rochester, New York, United States Voca Full time

    Voca, a leader in healthcare staffing, is seeking a skilled Radiology Specialist to join our team in Rochester, New York.We offer a competitive salary range of $85,000 to $110,000 per year, depending on experience, which is in line with the national average for a travel CT Technologist in the United States.Job DescriptionWe are looking for a highly motivated...


  • Rochester, New Hampshire, United States Franklin Savings Bank Full time

    Financial Advisor Job DescriptionWe are seeking a highly motivated and experienced Financial Advisor to join our team at Franklin Savings Bank. As a Financial Advisor, you will be responsible for cultivating and growing our client base, drafting and delivering financial plans for review, and implementing financial plans under the supervision of our advisory...


  • Rochester, New York, United States Next Insurance Full time

    Job OverviewAt Next Insurance, we're on a mission to revolutionize the insurance industry by providing fast, customized, and affordable coverage to small businesses across the United States.We're seeking a highly motivated and driven Customer Service Specialist to join our team and help us achieve our goal of delivering exceptional customer experiences.As a...


  • Rochester, New York, United States Rochester Regional Health Full time

    Rochester Regional Health is committed to providing exceptional patient care, and we're looking for a talented New Grad Registered Nurse to join our team. As a New Grad RN, you'll have the opportunity to learn and grow in a supportive and dynamic environment.Key Highlights:Full-time, one-year commitmentRotations on various unitsExclusive opportunity to work...


  • Rochester, New York, United States Magellan Health Full time

    Job SummaryThis position provides personal financial services at assigned military installations. The primary responsibilities include delivering a full range of personal financial counseling services to military service members and their families at military installations. Services encompass education and counseling addressing financial services, including...

  • Financial Analyst

    1 month ago


    Rochester, New York, United States California Closets Franchise Full time

    Job OverviewCalifornia Closets Franchise is seeking a highly skilled and detail-oriented Financial Analyst to join our team. As a key member of our accounting department, you will be responsible for ensuring the accuracy and completeness of our financial data, as well as providing analytical support to our business partners.Key Responsibilities:Contribute to...


  • Rochester, New York, United States Next Insurance Full time

    Customer Service Specialist RoleAt Next Insurance, we're on a mission to help entrepreneurs thrive. We're building the only technology-led, full-stack provider of small business insurance in the industry, taking on the entire value chain and transforming the customer experience. As a Customer Service Specialist, you'll ensure our customers receive a timely...


  • Rochester, New York, United States CrossMed Allied Full time

    We are seeking a highly skilled {title} to join our team at {company}.Key responsibilities include:{description}Our ideal candidate will possess excellent {description} skills and be able to {description} effectively.Apply now to become a part of our dynamic team and take your career to the next level.