Current jobs related to Financial Services Professional - Cumming, Georgia - WoodmenLife

  • Financial Services Professional

    3 weeks ago

    Cumming, Georgia, United States First Horizon Advisors, Inc. Full time

    About the Role:As a Financial Advisor with First Horizon Advisors, Inc., you will be responsible for developing and maintaining strong relationships with clients, providing them with expert financial guidance and advice to help them achieve their financial goals. You will work closely with clients to understand their financial situations, goals, and...

  • Financial Services Professional

    2 months ago

    Cumming, Georgia, United States First Horizon Full time

    Job SummaryWe are seeking a highly skilled Financial Advisor to join our team at First Horizon. As a Financial Advisor, you will be responsible for developing and maintaining strong relationships with clients, providing expert financial guidance, and helping them achieve their financial goals.Key ResponsibilitiesDrive business growth and revenue through...

  • Financial Services Professional

    3 weeks ago

    Cumming, Georgia, United States First Horizon Full time

    Job SummaryAs a Financial Advisor at First Horizon, you will play a vital role in developing client relationships and partnerships with referral sources. You will be responsible for driving growth in your market, achieving revenue and profitability goals, and actively communicating the firm's value proposition to all stakeholders.Key ResponsibilitiesDrive...

  • Financial Services Professional

    3 weeks ago

    Cumming, Georgia, United States First Horizon Full time

    Job SummaryAs a Financial Advisor at First Horizon, you will be responsible for developing client relationships and partnerships with referral sources inside and outside of the bank. You will enjoy the support of the firm in offering valuable advice to clients and helping them achieve their financial goals and estate planning needs. Successful Financial...

  • Financial Services Professional

    4 weeks ago

    Cumming, Georgia, United States First Horizon Advisors, Inc. Full time

    {"Key Responsibilities": " \t• Drive growth in your market and achieve revenue and profitability goals. \t• Actively communicate the firm's value proposition and advice-based service offering to all stakeholders. \t• Develop client relationships through internal banker referral partners and external COIs. \t• Surround your clients with our team,...

  • Financial Project Manager

    4 weeks ago

    Cumming, Georgia, United States Staff Financial Group Full time

    Job Title: Project AccountantStaff Financial Group is seeking a skilled Project Accountant to manage the financials of large-scale projects. The ideal candidate will have experience in cost management, budget tracking, and financial reporting.Key Responsibilities:Manage project accounting for complex projectsOversee budget tracking, cost management, and...

  • Financial Professional

    3 weeks ago

    Cumming, Georgia, United States Northside Hospital Inc. Full time

    Overview:Northside Hospital Inc. is a leading healthcare provider seeking a skilled Financial Counselor to join our team. As a Financial Counselor, you will play a critical role in ensuring seamless financial transactions and exceptional patient care.Responsibilities:Represent the Hospital in financial matters related to patient accounts, acting as an...

  • Project Accountant

    4 weeks ago

    Cumming, Georgia, United States Staff Financial Group Full time

    Job Title: Project AccountantStaff Financial Group is seeking a highly skilled Project Accountant to join our team. As a key member of our financial team, you will be responsible for managing project accounting for large-scale projects, overseeing budget tracking, cost management, and project financial reporting.Key Responsibilities:Manage project accounting...

  • Financial Services Representative

    3 weeks ago

    Cumming, Georgia, United States David Korede - State Farm Agent Full time

    Job DescriptionAt David Korede - State Farm Agent, we are seeking a highly motivated and results-driven professional to join our team as a Financial Services Representative. This role offers an exciting opportunity to help our customers achieve their financial goals and grow with our business.Key ResponsibilitiesProvide exceptional customer service,...

  • Financial Services Director

    3 weeks ago

    Cumming, Georgia, United States Lou Sobh Honda Full time

    At Lou Sobh Honda, we are seeking a highly skilled Financial Services Director to join our team. This role is responsible for developing a comprehensive menu selling process to maximize the finance department's overall profitability and product penetration.Key Responsibilities:Track portfolio with lendersReview and inspect the flow of the department's...

  • Medical Specimen Collector

    4 weeks ago

    Cumming, Georgia, United States Deans Professional Services Full time

    Job SummaryWe are seeking a skilled and patient-focused Phlebotomist II to join our team at Dean's Professional Services. As a Phlebotomist II, you will be responsible for collecting high-quality blood samples from patients and preparing them for laboratory testing. Your primary goal will be to ensure the accuracy and safety of the blood collection process...

  • Phlebotomy Specialist

    3 weeks ago

    Cumming, Georgia, United States Deans Professional Services Full time

    Job OverviewWe are seeking a skilled Phlebotomist II to join our team at Dean's Professional Services. As a Phlebotomist II, you will be responsible for collecting blood samples from patients and preparing those specimens for lab testing while following established practices and procedures.Key Responsibilities:Collect blood samples from patients for medical...

  • Financial Services Manager

    4 weeks ago

    Cumming, Georgia, United States Lou Sobh Honda Full time

    Job Title: Finance and Insurance ManagerWe are seeking a highly skilled Finance and Insurance Manager to join our team at Lou Sobh Honda. As a key member of our finance department, you will be responsible for developing and implementing strategies to maximize profitability and product penetration.Key Responsibilities:Develop and implement a comprehensive...

  • Insurance Agent

    3 weeks ago

    Cumming, Georgia, United States New York Life Greater Atlanta Full time

    Unlock Your Potential as a New York Life Insurance AgentBecome a trusted advisor to individuals, families, and businesses, helping them achieve their financial goals and plan for the unexpected. With 175 years of experience, New York Life is a leader in the industry, offering a wide range of products and services to support your clients' needs.Key...

  • Courier Delivery Professional

    3 weeks ago

    Cumming, Georgia, United States Kelly Services Full time

    Job Summary: At Kelly Services, we are seeking a skilled Courier to play a critical role in ensuring the efficient and secure delivery of documents, packages, and other items to clients and businesses. This position requires punctuality, reliability, and the ability to handle items with care.Responsibilities: - Transport and deliver items to clients or...

  • Financial Operations Manager with QuickBooks

    4 weeks ago

    Cumming, Georgia, United States NorthPoint Search Group Inc Full time

    Bookkeeper and Office Manager with QuickBooksNorthPoint Search Group Inc is seeking a highly skilled Bookkeeper and Office Manager with experience in QuickBooks to join their team in the Cumming, GA area.Key Responsibilities:Manage financial operations, including full charge bookkeeping, payroll, AP/AR, inventory, and bank reconciliationsDevelop and...

  • Food Service Professional

    3 weeks ago

    Cumming, Georgia, United States Clipper Petroleum Full time

    The Food Service Professional at Clipper Petroleum is responsible for delivering exceptional customer service, preparing food products, and maintaining a clean and safe work environment.Key responsibilities include:Greeting and serving guestsPreparing food productsMaintaining food safety and sanitation standardsHandling light paperworkExceptional customer...

  • Automotive Service Professional

    4 weeks ago

    Cumming, Georgia, United States Lou Sobh Honda Full time

    About the RoleWe are seeking a highly skilled and motivated Service Advisor to join our team at Lou Sobh Honda. As a Service Advisor, you will be responsible for providing exceptional customer service and ensuring that our customers receive prompt, courteous, and effective service.Key ResponsibilitiesOversee service orders and flow of the Drive Lane to...

  • Bar Service Professional

    3 weeks ago

    Cumming, Georgia, United States Applebee's Full time

    Job OpportunityWe are seeking a skilled Bartender to join our team at Applebee's!About the Role:As a Bartender, you will be responsible for providing exceptional customer service and creating a welcoming atmosphere for our guests. You will be the face of our restaurant, ensuring that every guest has a memorable dining experience.Key Responsibilities:Prepare...

  • Senior Financial Analyst

    3 weeks ago

    Cumming, Georgia, United States Specialty Appliances Inc Full time

    Job SummaryThe Senior Financial Analyst will be responsible for analyzing and evaluating complex financial and operational data by gathering and normalizing disparate data from various sources. This position will assist with the creation and completion of budgets, forecasts, analysis, and pricing.About UsSpecialty Appliances Inc. is a fast-paced, high-growth...

Financial Services Professional

2 months ago

Cumming, Georgia, United States WoodmenLife Full time
Job Description

As a Sales Representative at WoodmenLife, you will be responsible for developing new leads, communicating with and listening to members, understanding their financial needs, and ensuring a smooth sales process. You will have the opportunity to build lasting relationships with members and help them reach their financial goals.

Key Responsibilities

  • Sell life insurance and retirement products
  • Develop leads
  • Re-evaluate customer needs on an annual basis
  • Listen to members to understand their financial needs and ensure a smooth sales process
  • Maintain and grow member base
  • Present flags and awards to local nonprofit organizations and individuals
  • Support local chapters in community service and fundraising efforts

Benefits

We offer a competitive benefits package for those who qualify, designed to support you and your family, including but not limited to:

  • 401(k) with up to 5% match + service-related contributions
  • Health insurance
  • Dental Insurance
  • Vision Insurance
  • Life Insurance
  • Disability Insurance

Training and Support

You will receive training on the products we offer and sales processes we use to help you build your independent career. We provide onboarding and ongoing training throughout the year for continuous development, with additional support from our Home Office Sales Development and Training team.

Qualifications

Being a sales representative requires a background that demonstrates the following minimum knowledge, skills, talents, and traits:

  • Ability to obtain state insurance licenses (life, health, variable contracts) and satisfactorily pass a background check and/or insurance licensing verification
  • Ability to work independently
  • High school diploma
  • Good organizational skills and the ability to prioritize workload
  • Strong interpersonal, written communication, oral communication, and listening skills
  • Ability to engage well with others and be passionate about providing an exemplary customer experience

Why Work with Us?

WoodmenLife values our differences and respect what each of us brings to the table. We are committed to diversity and to providing opportunities for growth, leadership and service to all.

Join Our Team

As an independent contractor, you will be in charge of your own career - from setting your hours to determining how you will impact your community. With our leadership development courses, you'll also have the opportunity to grow your career and advance into leadership positions.