Insurance and Financial Services Professional

Financial Advisor OpportunityCUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment and retirement planning services to its members in the Plano, TX area.The ideal candidate will have a strong understanding of financial services and be able to identify and evaluate customer needs for financial services, assess the objectives...

Financial Advisor OpportunityCUSO Financial Services, LP (CFS) is seeking a skilled Financial Advisor to provide investment and retirement planning services to its members in the Plano, TX area. As a Financial Advisor, you will be responsible for identifying and evaluating customer needs, developing investment strategies, and staying current on market...

Job DescriptionAs a vital member of the Michael Fortado - State Farm Agent team, you will play a key role in our daily business operations and customer success. Your primary responsibility will be to establish and maintain meaningful customer relationships, acting as a liaison between customer needs and agency departments. You will improve the lives of our...

Financial Advisor RoleCUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment and retirement planning services for its members in the Plano, TX area. The ideal candidate will have a strong understanding of financial markets and a passion for helping individuals achieve their financial goals.Key Responsibilities:Identify and...

About the Role:We are seeking a highly skilled and organized Insurance Service Representative to join our team at First Insurance Group LLC. As an Insurance Service Representative, you will be responsible for providing exceptional service to our clients, working closely with our Sales Executives and Account Managers to ensure seamless customer...

Job DescriptionWe are seeking highly motivated and results-driven individuals to join our team as Insurance Sales Professionals. This role requires a positive and professional attitude, excellent communication skills, and a highly competitive spirit. As an Insurance Sales Professional, you will have the opportunity to build a successful business and lead a...

Job DescriptionThe Private Wealth Advisor is a key role within BOK Financial, responsible for developing and maintaining relationships with high net worth individuals, families, and businesses. This position requires a strong understanding of investment strategies, portfolio design, and modern portfolio theory.Key ResponsibilitiesDevelop and expand client...

Unlock Your Full Potential as a Financial Advisor with Prudential AdvisorsAre you an experienced financial professional seeking a platform to serve your clients better? At Prudential Advisors, we offer a supportive environment with access to top tools, products, and resources to help you achieve your goals.Our commitment to your success includes:• Open...

Lead Financial AdvisorAre you a seasoned financial professional looking for a new challenge? At Lord and Richards, Inc., we offer a unique opportunity for experienced financial advisors to thrive in a supportive and dynamic environment.As a Lead Financial Advisor, you will be responsible for building and maintaining relationships with new and existing...

As a State Farm Insurance Agent team member for Michael Fortado - State Farm Agent, you will play a key role in building and developing customer relationships within the community to promote State Farm products including auto, home and life insurance.Key ResponsibilitiesUse a customer-focused, needs-based review process to educate customers about insurance...

Job DescriptionMichael Fortado - State Farm Agent is seeking a qualified and empathetic professional for the role of Financial Representative State Farm Agent Team Member. As a customer-oriented expert, you will market the best Life/Health insurance services and products to benefit clients and their families. Your sales experience equips you to continually...

Accounting Manager Job DescriptionWe are seeking an experienced Accounting Manager to join our team at NextStep Recruiting. The ideal candidate will have a strong background in corporate accounting, with a focus on general ledger close, fixed assets, and lease accounting.Key Responsibilities:Manage a team of staff and senior accountants to ensure timely and...

Job Summary:Peak American Financial Companies, Inc. is seeking a highly skilled Wealth Management Professional to join our dynamic team. As a key member of our investment management team, you will be responsible for providing exceptional financial services to our clients, helping them achieve their financial goals and objectives.About the Role:The ideal...

Job OverviewAs a Life/Health Insurance Position with Kelly Cook - State Farm Agent, you will play a crucial role in marketing and selling life and health insurance services to clients. Your excellent communication skills and analytical abilities will enable you to identify customer needs and provide tailored solutions.Key Responsibilities:* Develop and...

Job Title: Insurance Sales RepresentativeJob Description:Jessenia Ocon's Farmers Insurance Agency is seeking an Insurance Sales Representative to provide exceptional customer service to our current clients and new prospects. The ideal candidate will be responsible for processing policy change requests, maintaining knowledge of our products, and answering any...

Transform Your Career with IAT Insurance GroupAbout Our CompanyAt IAT Insurance Group, we're the largest private, family-owned property and casualty insurer in the U.S. Our mission is to provide solutions for people and businesses through collaboration and innovation. We work together to drive growth, stability, and excellence in everything we do.Job...

Job OverviewThe Anderson Agency is seeking a skilled and customer-focused Insurance Agent to provide tailored insurance solutions to clients. As a key member of our team, you will be responsible for assessing clients' insurance needs, presenting policy options, and guiding them through the application process.Key Responsibilities:Client Needs Assessment:...

Job SummaryTapcheck Inc. is seeking a highly skilled Accounting Professional to join our Finance department. The successful candidate will be responsible for managing daily accounting activities, preparing financial reports, and maintaining accurate records.About Tapcheck Inc.We are a digital platform offering an easy and convenient way to access on-demand...

Job Title: Property and Casualty Insurance AgentJob Overview:WallStJobs is seeking a skilled Property and Casualty Insurance Agent to join our team. As a key member of our sales team, you will be responsible for developing and managing a client portfolio through proactive outreach, networking, and referrals.Key Responsibilities: Develop and manage a client...

Job DescriptionAre you looking for a challenging and rewarding career in the insurance industry? Farmers Insurance is seeking talented individuals to join our team as an agency owner.This is a 100% commission position, offering a high earning potential and the opportunity to build a successful business.As an agency owner, you will have access to extensive...