Current jobs related to Insurance and Financial Services Professional - Milwaukee, Wisconsin - Dimitri Kondos - State Farm Agent
-
Financial Services Professional
3 weeks ago
Milwaukee, Wisconsin, United States PNC Financial Services Group, Inc. Full timeJob Summary: We are seeking a highly skilled Financial Services Professional to join our team at PNC Financial Services Group, Inc.About the Role: As a Personal Banking Specialist, you will be responsible for engaging customers in sales conversations to identify appropriate financial solutions. You will work closely with customers to understand their...
-
Insurance Professional
4 weeks ago
Milwaukee, Wisconsin, United States COUNTRY Financial Full timeAbout the RoleWe're seeking ambitious professionals who want to own their business and help clients prepare for life's planned and unexpected moments with the right insurance products.COUNTRY Financial Insurance Agents have the opportunity to build a rewarding, financially stable career while enriching lives in the communities we serve.The CareerOur...
-
Milwaukee, Wisconsin, United States New York Life Insurance Company Full timeBuild Your Career in Insurance and Financial ServicesAre you a recent college graduate looking to launch your career in insurance and financial services? Do you have a passion for helping others achieve long-term financial stability and security? New York Life Insurance Company is seeking self-motivated and driven individuals to join our team as Financial...
-
Milwaukee, Wisconsin, United States New York Life Insurance Company Full timeAre you a college graduate or young professional looking to start a career in insurance and financial services? New York Life Insurance Company is seeking self-motivated individuals with a passion for making a positive impact on people's lives.As a Financial Professional (Agent), you will have the opportunity to build your own book of clients and provide...
-
Financial Services Professional
4 weeks ago
Milwaukee, Wisconsin, United States Equitable Services Full timeAbout Equitable AdvisorsEquitable Advisors is a leading wealth management firm dedicated to helping individuals and businesses achieve their financial goals. Our team of experienced professionals provides personalized financial services and products tailored to meet the evolving needs of our clients.Our MissionWe strive to deliver exceptional customer...
-
Life Insurance Sales Professional
3 weeks ago
Milwaukee, Wisconsin, United States Karlo Financial Full timeJob OverviewKarlo Financial is seeking a highly motivated and results-driven Life Insurance Sales Professional to join our team. As a remote insurance representative, you will play a critical role in helping individuals and families secure their financial futures.Key Responsibilities:Connect with potential clients via phone and other communication channels...
-
Experienced Financial Professional
4 weeks ago
Milwaukee, Wisconsin, United States New York Life Insurance Company Full timeUnlock Your Potential as a Financial ProfessionalAt New York Life Insurance Company, we're committed to helping you achieve your career goals and make a meaningful impact in the lives of our clients. As an Experienced Financial Professional, you'll have the opportunity to work with a diverse range of products and services, including life insurance,...
-
Financial Services Specialist
4 weeks ago
Milwaukee, Wisconsin, United States Cetera Financial Group Full timeJob Title: Financial ProfessionalCetera Financial Group is seeking a highly motivated and skilled Financial Professional to join our team. As a Financial Professional, you will be responsible for meeting with current and potential bank customers to help determine the best way to serve their investment planning goals.Key Responsibilities:Collect and analyze...
-
Financial Professional
3 weeks ago
Milwaukee, Wisconsin, United States New York Life Insurance Company - Milwaukee Full timeUnlock Your Potential as a Financial ProfessionalAre you a driven individual with a passion for helping others achieve their financial goals? Do you possess excellent communication and leadership skills? If so, we invite you to explore a career as a Financial Professional with New York Life Insurance Company.As a Financial Professional, you will have the...
-
Certified Financial Planning Professional
4 weeks ago
Milwaukee, Wisconsin, United States NORTHWESTERN MUTUAL LIFE INSURANCE Full timeJob Title: Certified Financial Planning InternAt Northwestern Mutual, we are committed to building a talented team of professionals who share our passion for delivering exceptional financial services. As a Certified Financial Planning Intern, you will play a key role in providing financial planning services to our clients and developing your skills in...
-
Certified Financial Planning Professional
4 weeks ago
Milwaukee, Wisconsin, United States NORTHWESTERN MUTUAL LIFE INSURANCE Full timeJob Title: Certified Financial Planning InternJoin Northwestern Mutual Life Insurance as a Certified Financial Planning Intern and embark on a rewarding career in financial services. As a member of our home office team, you will provide financial planning services to our financial representatives and gain hands-on experience in investment research, portfolio...
-
Financial Services Specialist
3 weeks ago
Milwaukee, Wisconsin, United States Cetera Financial Group Full timeAbout the Role:The Managed Financial Professional position is responsible for meeting with current and potential bank customers to help determine the best way to serve those customers' investment planning goals.As a Financial Services Specialist, you will proactively develop a client base to which appropriate wealth management products can be sold.Key...
-
Certified Financial Planning Professional
4 weeks ago
Milwaukee, Wisconsin, United States NORTHWESTERN MUTUAL LIFE INSURANCE Full timeJob Title: Certified Financial Planning InternJoin Northwestern Mutual Life Insurance as a Certified Financial Planning Intern and embark on a rewarding career in financial services. As a member of our home office team, you will provide financial planning services to our financial representatives and gain hands-on experience in investment research, portfolio...
-
Financial Services Professional
3 weeks ago
Milwaukee, Wisconsin, United States Northwestern Mutual Full timeUnlock Your Potential in Financial PlanningWe are seeking a motivated and ambitious individual to join our team of Financial Advisors in Greater Milwaukee. As a Financial Services Professional, you will have the opportunity to build your own practice and clientele, providing comprehensive financial planning and advice to individuals, families, and...
-
Insurance Professional
4 weeks ago
Milwaukee, Wisconsin, United States Comparion Insurance Agency Full timeInsurance Agent OpportunityWe are seeking a highly motivated and results-driven Insurance Agent to join our team at Comparion Insurance Agency. As a key member of our sales team, you will be responsible for building and maintaining strong relationships with clients, identifying new business opportunities, and providing exceptional customer service.Key...
-
Financial Services Specialist
3 weeks ago
Milwaukee, Wisconsin, United States Cetera Financial Group Full timeAbout the Role:Cetera Financial Group is seeking a skilled Financial Services Specialist to join our team. As a Financial Services Specialist, you will be responsible for meeting with current and potential bank customers to determine the best way to serve their investment planning goals.The ideal candidate will have a strong focus on sales and customer...
-
Experienced Financial Professional
4 weeks ago
Milwaukee, Wisconsin, United States New York Life Insurance Company Full timeUnlock Your Potential as a Financial Professional with New York LifeJoin a team of experienced financial professionals at New York Life, where you can grow your practice with the backing of a Fortune 100 company. As a Financial Advisor, you'll have access to a wide range of products to address clients' needs, including life insurance, annuities, long-term...
-
Financial Services Representative
3 weeks ago
Milwaukee, Wisconsin, United States PNC Financial Services Group, Inc. Full timeJob SummaryAs a Personal Banker at PNC Financial Services Group, Inc., you will play a critical role in strengthening customer relationships and driving sales conversations to identify appropriate financial solutions. This position is based in Milwaukee, WI, at the East Capitol branch, and is part of PNC's Retail Branch Banking Network.Key...
-
Financial Services Professional
3 weeks ago
Milwaukee, Wisconsin, United States Heck Capital Advisors Full timeJob SummaryWe are seeking a highly motivated and experienced Financial Services Professional to join our team at Heck Capital Advisors. As a key member of our Investment Advisory team, you will be responsible for providing expert financial guidance to our clients, helping them achieve their financial objectives and goals.Key ResponsibilitiesProvide sound...
-
Life Insurance Sales Professional
4 weeks ago
Milwaukee, Wisconsin, United States Jackson Insurance Solutions Full timeJob Opportunity: Life Insurance Sales AgentWe are seeking a motivated and results-driven Life Insurance Sales Agent to join our team at Jackson Insurance Solutions. As a Life Insurance Sales Agent, you will have the opportunity to work with clients to understand their insurance needs and provide personalized solutions to help them achieve their financial...
Insurance and Financial Services Professional
2 months ago
As a vital member of the Dimitri Kondos - State Farm Agent team, you will play a crucial role in our daily business operations and customers' success. Your primary responsibility will be to grow our agency through meaningful client relationships and acting as a liaison between customer needs and agency departments. You will improve the lives of our customers by proactively marketing relevant products and services.
BENEFITS:
- Competitive Salary
- Commission paid bi-monthly
- Growth potential/Opportunity for advancement within my office
- PTO
- Health benefits
- Valuable career-building experience
- License Renewal compensation
- Hiring Bonus
RESPONSIBILITIES:
- Develop and maintain client relationships in insurance and financial services.
- Provide clients with comprehensive financial planning and insurance advice.
- Assist clients with retirement planning, investment management, and insurance needs.
- Stay current with market trends and product offerings.
QUALIFICATIONS:
- Insurance licenses required by first day of employment.
- Dedicated to customer service.
- Able to effectively relate to a customer, answer their questions, and anticipate their needs.
- Excellent communication skills to assist customers and coordinate with other agency team members
- Proactive in problem-solving
- Comfortable communicating via email, phone and text.