Financial Services Representative

5 days ago


Miami, Florida, United States Global Financial Impact - Marco Esquivel Full time
Job Overview

Global Financial Impact is seeking a highly motivated and results-driven Financial Services Representative to join our team. As a Financial Services Representative, you will play a critical role in helping clients and businesses achieve their financial goals by providing expert advice and solutions.

Key Responsibilities
  • Obtain and maintain professional licenses and continuing education
  • Learn and utilize financial tools and software
  • Educate clients on financial literacy and provide personalized advice
  • Consult with clients and prospective clients to assess financial goals and provide product recommendations
  • Develop and maintain a client base through referrals and prospecting
  • Assist with product submission and implementation
Preferred Qualifications
  • Minimum high school diploma or equivalent
  • Energetic and positive demeanor
  • Entrepreneurial mindset with creativity and marketing skills
  • Coachable, hungry, and humble with mental toughness
  • Responsible, dependable, and punctual with a professional image
  • Ethical and integrity with strong interpersonal communication skills
What We Offer
  • 100% commission-based income
  • Bonus opportunities and stock ownership potential
  • Mentorship and hands-on training
  • Professional growth opportunities and a welcoming team environment


  • Miami, Florida, United States PNC Financial Services Group Full time

    Job SummaryPNC Financial Services Group is seeking a highly skilled and motivated Financial Services Professional to join our team. As an Investment Advisor, you will be responsible for providing expert financial guidance and advice to our clients, helping them achieve their long-term financial goals.Key ResponsibilitiesClient Relationship Management:...


  • Miami, Florida, United States Community Choice Financial Family of Brands Full time

    Job Title: Customer Service RepresentativeWe are seeking a highly skilled and customer-focused Customer Service Representative to join our team at Community Choice Financial Family of Brands. As a Customer Service Representative, you will be responsible for providing exceptional customer service, resolving customer complaints, and promoting our financial...


  • Miami, Florida, United States Mutual of Omaha Full time

    Unlock Your Potential as a Financial Representative TraineeJoin Mutual of Omaha, a leading provider of insurance and financial services, as a Financial Representative Trainee. This comprehensive program is designed to equip you with the skills and knowledge necessary to succeed in the financial services industry.What You'll Do:Participate in a structured...


  • Miami, Florida, United States Mutual of Omaha Full time

    Unlock Your Potential as a Financial Representative TraineeJoin Mutual of Omaha, a leading provider of insurance and financial services, as a Financial Representative Trainee. This comprehensive program is designed to equip you with the skills and knowledge necessary to succeed in the financial services industry.What You'll Do:Participate in a structured...

  • Financial Professional

    14 hours ago


    Miami, Florida, United States Voya Financial Advisors Inc Full time

    Financial Professional OpportunityVoya Financial Advisors, Inc., a leading independent broker-dealer in the defined contribution and defined benefit business, is seeking a skilled Financial Professional to join our team in the greater Miami area.Key Responsibilities:Prospect, schedule, and conduct one-on-one appointments with plan sponsorsRecommend and...


  • Miami, Florida, United States Mutual of Omaha Full time

    Unlock Your Potential as a Financial Representative TraineeJoin Mutual of Omaha's comprehensive training program and embark on a rewarding career in financial services. As a Financial Representative Trainee, you will develop the skills and expertise necessary to provide holistic financial advice to clients and succeed in the insurance industry.What You'll...


  • Miami, Florida, United States Mutual of Omaha Full time

    Join Our Team as a Financial Representative TraineeWe are seeking a highly motivated and results-driven individual to join our team as a Financial Representative Trainee. As a key member of our sales team, you will be responsible for developing and implementing sales strategies to meet and exceed sales targets.Key Responsibilities:Participate in a...


  • Miami, Florida, United States New York Life Insurance Company Full time

    About the RoleWe are seeking a highly motivated and results-driven Insurance Professional to join our team at New York Life Insurance Company. As an Insurance Professional, you will play a critical role in building relationships with clients and providing them with tailored financial solutions to meet their needs.Key ResponsibilitiesUnderstand the financial...


  • Miami, Florida, United States Mutual of Omaha Full time

    Financial Representative Trainee OpportunityJoin Mutual of Omaha as a Financial Representative Trainee and embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products.What We OfferA competitive hourly wage of $16/hour for up to 30 days.Promotion to a Financial...


  • Miami, Florida, United States Mutual of Omaha Full time

    Join Our Team as a Financial Representative TraineeWe are seeking a highly motivated and results-driven individual to join our team as a Financial Representative Trainee. As a key member of our team, you will be responsible for developing the skills and competencies necessary to excel in selling Individual Insurance products.What We OfferA comprehensive...


  • Miami, Florida, United States Mutual of Omaha Full time

    Financial Representative Trainee OpportunityJoin Mutual of Omaha as a Financial Representative Trainee and embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products. This dynamic program includes a combination of self-study and hands-on-experience projects, all...


  • Miami, Florida, United States Mutual of Omaha Full time

    Financial Representative Trainee OpportunityJoin Mutual of Omaha as a Financial Representative Trainee and embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products. This dynamic program includes a combination of self-study and hands-on-experience projects, all...


  • Miami, Florida, United States Mutual of Omaha Full time

    Financial Representative Trainee OpportunityJoin Mutual of Omaha as a Financial Representative Trainee and embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products.What We Offer:A competitive hourly wage of $16/hour for up to 30 days.Promotion to a Financial...


  • Miami, Florida, United States Mutual of Omaha Full time

    Unlock Your Potential as a Financial Representative TraineeAt Mutual of Omaha, we're committed to helping you achieve your career goals and succeed in the financial services industry. As a Financial Representative Trainee, you'll embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual...


  • Miami, Florida, United States Mutual of Omaha Full time

    Financial Representative Trainee OpportunityJoin Mutual of Omaha as a Financial Representative Trainee and embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products. This dynamic program includes a combination of self-study and hands-on-experience projects, all...

  • Financial Planner

    2 weeks ago


    Miami, Florida, United States First Command Financial Services, Inc Full time

    About the RoleFirst Command Financial Services, Inc. is seeking a highly motivated and experienced Financial Advisor to join our team. As a Financial Advisor, you will play a critical role in helping military families achieve their financial goals and build a successful financial planning practice.Key ResponsibilitiesPartner with local military...


  • Miami, Florida, United States Mutual of Omaha Full time

    Join Our Team as a Financial Representative TraineeWe are seeking a highly motivated and results-driven individual to join our team as a Financial Representative Trainee. As a key member of our team, you will be responsible for developing the skills and competencies necessary to excel in selling Individual Insurance products.What We OfferA comprehensive...


  • Miami, Florida, United States Mutual of Omaha Full time

    Unlock Your Potential as a Financial Representative TraineeJoin Mutual of Omaha's comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products. This dynamic program includes a combination of self-study and hands-on-experience projects, all tailored to a structured curriculum.What We...


  • Miami, Florida, United States Mutual of Omaha Full time

    Financial Representative Trainee OpportunityJoin Mutual of Omaha as a Financial Representative Trainee and embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products.What We OfferA competitive hourly wage of $16/hour for up to 30 days.Promotion to a Financial...


  • Miami, Florida, United States Mutual of Omaha Full time

    Join Our Team as a Financial Representative TraineeWe are seeking a highly motivated and results-driven individual to join our team as a Financial Representative Trainee. As a key member of our team, you will play a critical role in developing and executing sales strategies to drive business growth and customer satisfaction.Key Responsibilities:Participate...