Insurance and Financial Services Professional

4 weeks ago


Cleveland, Ohio, United States Emily Montone - State Farm Agent Full time

Are you a motivated and self-starting professional looking for a rewarding career with excellent income and growth potential? We are seeking a qualified Insurance and Financial Services Professional to join our winning team at Emily Montone - State Farm Agent. As a successful State Farm Agent Team Member, 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 options. You will also develop leads, schedule appointments, identify customer needs, and market appropriate products and services. As an Agent Team Member, you will receive a salary plus commission/bonus, paid time off, and growth potential/Opportunity for advancement within our agency. Requirements include sales experience, interest in marketing products and services based on customer needs, excellent communication skills, and the ability to assess customer needs and conduct effective interviews. If you are enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams, please apply. We will follow up with you on the next steps in the interview process.

  • Establish customer relationships and follow up with customers, as needed.
  • Use a customer-focused, needs-based review process to educate customers about insurance options.
  • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.

Benefits:

  • Salary plus commission/bonus
  • Paid time off (vacation and personal/sick days)
  • Growth potential/Opportunity for advancement within our agency

Requirements:

  • Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
  • Interest in marketing products and services based on customer needs
  • Excellent communication skills - written, verbal and listening
  • Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams
  • Self-motivated
  • Detail oriented
  • Proactive in problem solving
  • Ability to multi-task
  • Ability to make presentations to potential customers
  • Ability to assess customer needs and conduct effective interviews
  • Ability to explain complex financial issues in understandable terms
  • Property and Casualty license (must be able to obtain)
  • Life and Health license (must be able to obtain)


  • Cleveland, Ohio, United States LPL Financial Full time

    Unlock Your Potential as a Financial AdvisorLPL Financial partners with banks to offer a comprehensive range of financial services to their clients. This opportunity at Ohio Savings Bank in Cleveland, OH, allows you to join the Investment Program as a Financial Advisor associated with LPL Financial. Under this model, Financial Advisors are not employees of...


  • Cleveland, Ohio, United States Olsen Financial Group Full time

    Job OpportunityWe are seeking a highly motivated and coachable individual to join our team as a Life Insurance Sales Agent. As a key member of our team, you will be responsible for assisting families in building a financial safety net and creating lasting legacies.Key ResponsibilitiesFollow up with client requests and present personalized plans to provide...


  • Cleveland, Ohio, United States Merrell Insurance Group Full time

    We are seeking a highly skilled Insurance Professional to join our team at Merrell Insurance Group. As a Personal Lines Insurance Agent/CSR, you will be responsible for analyzing and determining the extent of insurance needs for our clients.Key Responsibilities:Manage daily agency phone inquiries and respond to client inquiries in a timely and professional...


  • Cleveland, Ohio, United States Karlo Financial Full time

    Job OverviewAt Karlo Financial, we're seeking a skilled Life Insurance Sales Representative to join our team. As a remote professional, you'll play a vital role in helping individuals and families secure their financial futures.Key Responsibilities:Connect with clients via phone and other communication channels to understand their unique needs and...


  • Cleveland, Ohio, United States Gpac Full time

    The Financial Planning Specialist position at GPAC offers a competitive salary and a full range of benefits. We are seeking a self-starter with a strong business development mentality to work independently and focus on client needs.Requirements:3+ years in financial servicesBachelor's degree in Business, Accounting, or Finance or relevant field...


  • Cleveland, Ohio, United States Bassett Insurance Agency Full time

    Job DescriptionAre you ready to embark on a career journey as a full-time Insurance Agent with Bassett Insurance Agency? Get ready to uncover unlimited earning potential with a base pay and commission structure ranging from $45,000 to $100,000. Your self-driven and motivated attitude will thrive in our energetic and customer-centric environment.We are a...


  • Cleveland, Ohio, United States State Farm Insurance Full time

    Job SummaryAs a Customer Relations Representative at State Farm Insurance, you will play a vital role in delivering exceptional customer service. Your primary responsibilities will include assisting customers with their insurance needs, providing accurate information, and resolving issues in a timely and professional manner.Key ResponsibilitiesProcess policy...


  • Cleveland, Ohio, United States The LeBlanc Group Full time

    Job OverviewWe're seeking a highly motivated and results-driven sales professional to join our team at The LeBlanc Group. As a sales representative, you will be responsible for selling various insurance products to families and individuals, helping them protect what matters most and achieve their financial goals.Our company specializes in providing...


  • Cleveland, Ohio, United States Firefighters Community Credit Union Full time

    Job DescriptionWe're seeking a skilled Financial Solutions Specialist to join our team at Firefighters Community Credit Union.As a Financial Solutions Specialist, you will provide exceptional customer service and support to our members, handling a variety of tasks including teller transactions, account openings, loan applications, and more.You will be...

  • Tax Professional

    4 weeks ago


    Cleveland, Ohio, United States KOLER FINANCIAL GROUP Full time

    Key Responsibilities:As a part-time Tax Preparer at Koler Financial Group, you will be responsible for preparing individual and small business tax returns with a high level of accuracy and attention to detail. Your strong knowledge of tax laws and filing procedures will be essential in delivering exceptional results.Requirements: Prior experience in...


  • Cleveland, Ohio, United States MAXIMUS Full time

    Job SummaryWe are seeking a highly skilled Financial Services Associate to join our team at MAXIMUS. As a key member of our organization, you will be responsible for managing indirect cost allocation plans for state and local government clients. This role requires strong analytical skills, effective communication, and the ability to ensure accurate...


  • Cleveland, Ohio, United States ALTA IT Services Full time

    Financial Controller Job DescriptionAt ALTA IT Services, we are seeking a highly skilled Financial Controller to join our team. The successful candidate will be responsible for managing the financial operations of the company, including financial planning, budgeting, and forecasting.Key Responsibilities: Oversee the preparation of financial statements and...


  • Cleveland, Ohio, United States AmTrust Financial Full time

    Job Summary:AmTrust Financial is seeking a skilled Corporate Services Category Manager to join our team. This role plays a crucial part in managing and executing sourcing strategies and relationships with internal and external stakeholders within various Corporate Services categories.Key Responsibilities:Develop and present procurement-driven results to...


  • Cleveland, Ohio, United States Modern Woodmen of America Full time

    Launch your career in financial services with Modern Woodmen of America, a fraternal organization dedicated to positively impacting families and communities. Our financial representatives are committed to helping individuals achieve their financial goals through tailored plans and support.About the roleAs a financial representative, you will create and...


  • Cleveland, Ohio, United States USI Insurance Services Full time

    Job Summary:We are seeking a highly motivated and experienced Personal Risk Specialist to join our team at USI Insurance Services. As a Personal Risk Specialist, you will be responsible for serving the unique insurance needs of affluent/high net worth clients. This is an outside sales position that requires strong communication and interpersonal skills, as...


  • Cleveland, Ohio, United States Symmetry Financial Group - Gary Uyemura Full time

    Unlock Your Earning PotentialAre you looking for a career that offers uncapped income and the opportunity to build a business that generates system-driven income?As a Customer Service Representative with Symmetry Financial Group - Gary Uyemura, you will have the chance to work with clients who are genuinely interested in our services, and enjoy a work-life...


  • Cleveland, Ohio, United States Tidewater Staffing Solutions Full time

    Tidewater Staffing Solutions is assisting Cleveland State University in finding a highly skilled Controller to lead their financial management team. This is a hybrid role offering significant flexibility, along with excellent state benefits and tuition assistance.Key Requirements:Bachelor's degree in accounting or finance is preferred.At least 7 years of...

  • Insurance Agent

    4 weeks ago


    Cleveland, Ohio, United States Bankers Life Full time

    About the RoleBankers Life is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. As a Financial Services Professional, you will have the opportunity to help clients achieve their financial goals and build a successful career.Key ResponsibilitiesBuild strong relationships with clients and prospectsDevelop and...


  • Cleveland, Ohio, United States AmTrust Financial Full time

    Job SummaryWe are seeking a highly skilled Corporate Services Category Manager to join our team at AmTrust Financial Services. As a key member of our procurement team, you will be responsible for managing and executing sourcing strategies and relationships with internal and external stakeholders.Key ResponsibilitiesDevelop and implement sourcing strategies...


  • Cleveland, Ohio, United States Bankers Life Full time

    About 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 have the opportunity to help clients achieve their financial goals, build strong relationships, and develop a successful career.Key Responsibilities:Build a client base by growing...