Personal Financial Representative
4 weeks ago
We are seeking a highly motivated and experienced Personal Financial Representative to join our team at Allstate. As a key member of our sales team, you will be responsible for building and growing your own financial services practice under the Allstate brand.
Key Responsibilities- Develop and implement sales strategies to drive business growth and revenue
- Build and maintain strong relationships with clients and partners
- Provide expert advice and guidance on financial products and services
- Meet or exceed sales targets and performance metrics
- At least 2 years of experience in life insurance or financial services sales
- State Life/Health Insurance Licenses
- FINRA Series 6 or 7 and 63 licenses preferred
- Blended mix of protection and asset accumulation sales
- Prior experience as a Financial Advisor, Financial Planner, Registered Representative or Investment Representative preferred
As an Allstate Personal Financial Representative, you will have access to a range of benefits and resources, including:
- Comprehensive training and development programs
- State-of-the-art technology and tools
- Competitive compensation and bonus structures
- Ongoing support and mentorship from experienced professionals
At Allstate, we are committed to empowering our employees to succeed and grow in their careers. We offer a dynamic and inclusive work environment that values diversity, equity, and inclusion. If you are a motivated and results-driven individual who is passionate about sales and customer service, we encourage you to apply for this exciting opportunity.
-
Financial Services Representative
4 weeks ago
Washington, Washington, D.C., United States Financial Corporation Full timeAre you a motivated individual with a passion for sales, insurance, and entrepreneurship? We're seeking a self-starter to join our team as an Independent Financial Services Agent. This non-captive position offers a scalable franchise building opportunity for serious producers. As part of the largest financial services distribution broker, you'll have access...
-
Insurance Sales Representative
4 weeks ago
Washington, Washington, D.C., United States Manee Financial Full timeUnlock your earning potential with a career in insurance sales. As a Manee Financial representative, you'll have the opportunity to work with clients to provide personalized life insurance solutions and build strong relationships. With a generous commission structure and unlimited earning potential, you'll have the freedom to succeed on your own terms.Key...
-
Financial Representative Trainee
4 weeks ago
Washington, Washington, D.C., United States Mutual of Omaha Full timeUnlock Your Potential as a Financial Representative TraineeAre you driven to succeed in the financial services industry? Mutual of Omaha is seeking highly motivated individuals to join our Accelerator Program, a comprehensive trainee experience designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products...
-
Senior Financial Advisor
3 weeks ago
Washington, Washington, D.C., United States Edelman Financial Engines Full timeWe are seeking a skilled Senior Financial Advisor to join our team at Edelman Financial Engines. As a Senior Financial Advisor, you will provide objective, fee-based advice and asset management to help our clients build a better financial future.Responsibilities:Provide outstanding financial advice and guidance to clientsEvaluate client situations and...
-
Insurance Sales Representative
4 weeks ago
Washington, Washington, D.C., United States World Financial Group Full timeUnlock Your Potential with World Financial GroupWe are seeking a talented Insurance Sales Representative to join our dynamic team. As a key member of our organization, you will have the opportunity to build a successful career in the financial services industry.About the RoleAs an Insurance Sales Representative, you will be responsible for identifying and...
-
Senior Financial Analyst
4 weeks ago
Washington, Washington, D.C., United States Rose Financial Services Full timeSenior Financial AnalystROSE Financial Services is seeking a highly skilled Senior Financial Analyst to join our team. As a Senior Financial Analyst, you will be responsible for processing, recording, and reconciling financial transactions, including accounts payable, cash disbursements, billings, and cash receipts. You will also assist with the month-end...
-
Washington, Washington, D.C., United States Goldman Sachs Full timeJob DescriptionAt Goldman Sachs, we are committed to empowering our clients and customers to achieve their financial goals. As a CWM - Personal Financial Management Wealth Advisor, Vice President, you will play a critical role in helping our clients navigate their financial journeys.Key ResponsibilitiesDevelop and maintain relationships with assigned client...
-
Insurance Sales Representative
4 weeks ago
Washington, Washington, D.C., United States Symmetry Financial Full time**Symmetry Financial: A Career Opportunity for Ambitious Individuals**We are seeking a highly motivated and results-driven Insurance Sales Representative to join our team. As a sales agent, you will have the opportunity to build a successful career in the insurance industry, working with a dynamic and supportive team.**Key Responsibilities:**Develop and...
-
Financial Services Specialist
3 weeks ago
Washington, Washington, D.C., United States PNC Financial Services Group Full timeJob SummaryPNC Financial Services Group is seeking a skilled Financial Services Specialist to join our team. As a Financial Services Specialist, you will be responsible for providing exceptional client service and support to our customers.Key ResponsibilitiesConsult with clients to understand their financial needs and goals.Develop and implement personalized...
-
Financial Services Representative
2 weeks ago
Washington, Washington, D.C., United States First Community Credit Union Full timeAbout This RoleWe are seeking a Financial Services Representative who will take pride in helping others and making an impact. The ideal candidate will have excellent communication and problem-solving skills.Key ResponsibilitiesBuild long-term relationships with members and offer them our products and services.Perform monetary teller transactions...
-
Life Insurance Sales Representative
3 weeks ago
Washington, Washington, D.C., United States Karlo Financial Full timeJob OverviewKarlo Financial is seeking a skilled Life Insurance Sales Representative to join our team. As a remote sales professional, you will play a critical role in helping clients secure their financial futures.Key Responsibilities:Connect with potential clients via phone and other communication channels to understand their unique needs and goals.Listen...
-
Financial Services Professional
3 weeks ago
Washington, Washington, D.C., United States PNC Financial Services Group Full timeJob DescriptionAs a Financial Advisor at PNC Financial Services Group, you will play a critical role in helping clients achieve their financial goals. Your primary responsibility will be to consult with clients on investment and insurance strategies, as well as develop personalized financial plans tailored to their needs.Key Responsibilities:Consult with...
-
Insurance and Financial Services Representative
4 weeks ago
Washington, Washington, D.C., United States Allister Primo - State Farm Agent Full timeJob Summary:We are seeking a highly motivated and customer-focused individual to join our team as an Insurance and Financial Services Representative. As a representative, you will be responsible for establishing customer relationships, following up with customers, and using a customer-focused, needs-based review process to educate customers about insurance...
-
Consumer Loan Sales Representative
3 weeks ago
Washington, Washington, D.C., United States OneMain Financial Full timeRole OverviewAs a Consumer Loan Sales Specialist at OneMain Financial, you will play a critical role in empowering customers by providing access to friendly, fast, and affordable financing for life's expenses. You will learn the lending and servicing business at OneMain, allowing you to grow your career and develop new relationships with customers throughout...
-
Customer Service Representative
3 weeks ago
Washington, Washington, D.C., United States LHH Recruitment Solutions Full timeJob Title: Customer Service Representative - Financial ServicesJob Description:LHH Recruitment Solutions is seeking a highly skilled Customer Service Representative to join our team on a 6-month temporary contract. As a key member of our call center team, you will be the first point of contact for our valued customers, providing timely and accurate responses...
-
Financial Services Representative
4 weeks ago
Washington, Washington, D.C., United States PRI Full timeGrow Your Career with PRIAre you looking for a challenging and rewarding career in the financial services industry? Do you want to help families achieve their financial goals and build a secure future? We are seeking a motivated and results-driven individual to join our team as a Financial Specialist.About the RoleAs a Financial Specialist, you will work...
-
Financial Analyst Fellow
3 weeks ago
Washington, Washington, D.C., United States Consumer Financial Protection Bureau Full timeJob Summary:This is a Term Appointment with a Not-to-Exceed 2-year duration, potentially extendable for a maximum of 4 years total.The Consumer Financial Protection Bureau's Director's Financial Analyst Program is a two-year rotational analyst program designed for recent college graduates with undergraduate degrees. This unique opportunity allows select...
-
Financial Advisor
3 weeks ago
Washington, Washington, D.C., United States Citizens Financial Group, Inc. Full timeJob SummaryCitizens Financial Group, Inc. is seeking a skilled Financial Advisor to join our team in Washington, DC. As a key member of our Private Client Financial Advisory team, you will be responsible for providing personalized wealth management services to high net worth individuals and families.Key ResponsibilitiesDevelop and implement comprehensive...
-
Insurance and Financial Services Representative
3 weeks ago
Washington, Washington, D.C., United States Mike Jones Company Full timeTransform Your Career with Mike Jones CompanyWe are seeking a highly motivated and results-driven individual to join our team as an Insurance and Financial Services Representative. As a key member of our team, you will have the opportunity to promote State Farm's premier insurance and financial service products and become an integral part of a trusted...
-
Financial Planning Advocate
4 weeks ago
Washington, Washington, D.C., United States Certified Financial Planner Board of Standards, Inc. Full timeJob Title: Candidate AdvocateThe Certified Financial Planner Board of Standards, Inc. is seeking a highly motivated and customer-focused Candidate Advocate to support the growth of our certification program. As a key member of our team, you will play a critical role in ensuring candidates for CFP certification advance successfully through the certification...