Financial Services Consultant
3 weeks ago
**Job Summary:** Professional Partners Group is seeking an experienced Life Insurance Agent to join our team. This role involves generating profitable advanced life sales and estate planning from agencies in the assigned territory.
**Compensation:** The estimated salary range for this position is $85,000 - $100,000 per year, plus 33% bonus on average.
**Working Hours:** Monday through Friday, 7:45am-4:15pm, with flexibility to work outside of these hours as needed.
**Responsibilities and Duties:**
- Making regular visits to agents to aid in sales, underwriting, and education.
- Communicating company policies and procedures to the agency force.
- Participating in sales and educational meetings for the agency force.
- Managing the production of all life products sold by the company.
- Providing training and support to agencies in using company systems and software.
- Maintaining accurate records of agency interactions.
- Representing the company at quarterly field meetings and annual award banquets.
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Financial Services Consultant
4 weeks ago
Phoenix, Arizona, United States Fredrickson Financial Group, powered by InsuraTec Full timeJob SummaryWe are seeking a Financial Services Consultant to join our growing team at Fredrickson Financial Group, powered by InsuraTec. As a consultant, you will work remotely to promote financial services and insurance products to clients.Key QualificationsCommunication Skills: Excellent communication skills, both written and verbal.Problem-Solving: Strong...
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Financial Services Consultant
2 weeks ago
Phoenix, Arizona, United States First Citizens Bank Full time**Job Title:** Financial Services Consultant**Estimated Salary:** $50,000 - $70,000 per yearAt First Citizens Bank, we are seeking a highly skilled Financial Services Consultant to join our team. As a Financial Services Consultant, you will serve as the primary contact for commercial client requests, providing exceptional support and guidance to help clients...
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Financial Services Consultant
4 weeks ago
Phoenix, Arizona, United States Ascensus Full timeAbout the RoleWe are seeking a highly skilled Financial Services Consultant to join our team at Ascensus. As a key member of our organization, you will be responsible for providing exceptional service and support to our clients in the retirement plan industry.The ideal candidate will have 3-5 years of experience in Retirement Services, with a strong emphasis...
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Financial Services Consultant
2 weeks ago
Phoenix, Arizona, United States GPW and Associates, Inc. Full timeGPW and Associates, Inc. is committed to delivering exceptional client experiences and seeks a highly skilled Financial Services Consultant to join our team. In this role, you'll work closely with clients to prepare financial statements, reconcile accounts, and plan audits. Your attention to detail and ability to meet deadlines will be essential in ensuring...
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Financial Services Consultant
3 weeks ago
Phoenix, Arizona, United States Symmetry Financial Group - Chang Agency Inc Full timeBenefitsUncapped Earnings: Earn up to $150,000 annually with 100% commission-based income and daily pay.No Cold Calling: Interact with clients who have expressed genuine interest in our products and services.Remote Work: Enjoy the flexibility of working from home with our 100% remote work policy.All-Paid Expense Carrier Incentives: Receive all-paid expenses...
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Financial Services Consultant
2 weeks ago
Phoenix, Arizona, United States The WRS Group - Symmetry Financial Full timeRequired Skills and Qualifications\To succeed as an Insurance Sales Representative with The WRS Group - Symmetry Financial, you should have:\\A strong work ethic and motivation.\An ability to listen and implement advice from mentors.\Sales experience is a plus, but not required - we will train you.\A State-approved Life Insurance License or willingness to...
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Remote Financial Consultant
2 hours ago
Phoenix, Arizona, United States American Heritage Financial LLC Full time**Job Description:**We are seeking a highly motivated Financial Services Representative to join our team. As a Financial Services Representative, you will be responsible for building relationships with clients and helping them achieve their financial goals.**Responsibilities:**BUILD STRONG RELATIONSHIPS WITH CLIENTSHELP CLIENTS ACHIEVE THEIR FINANCIAL...
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Financial Services Representative
2 days ago
Phoenix, Arizona, United States Prudential Financial Full timeAbout UsAt Prudential Financial, we are committed to helping individuals and families achieve their financial goals. Our team of experienced professionals is dedicated to providing exceptional service and guidance to our clients.We are seeking a highly motivated and analytical individual to join our Arizona firm as a Financial Professional. In this role, you...
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Financial Services Leader
2 days ago
Phoenix, Arizona, United States OneMain Financial Full timeJob DescriptionRole SummaryAs a key member of our team, the Assistant Manager will assist the Branch Manager in creating a work environment that fosters exceptional customer experiences. This role involves providing leadership and training to branch staff, as well as making underwriting decisions and managing collections activities.Key...
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Financial Services Leader
1 day ago
Phoenix, Arizona, United States OneMain Financial Full timeAbout OneMain Financial: A leader in offering nonprime customers responsible access to credit, we're dedicated to improving the financial well-being of hardworking Americans. Our personal loans, credit cards, and other products help people borrow better and work toward a brighter future.Job Description: As an Assistant Manager, you'll assist Branch Managers...
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Financial Consultant Expert
3 weeks ago
Phoenix, Arizona, United States Keller Executive Search Full timeJob DescriptionWe are seeking a highly skilled and experienced Licensed CPA to join our team as a Senior Accounting Professional. This is an ideal opportunity for a detail-oriented financial expert who wants to make a significant impact within a dynamic and innovative environment. As a Senior Accounting Professional, you will support our client's diverse...
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Senior Financial Consultant
2 weeks ago
Phoenix, Arizona, United States Keller Executive Search Full timeJob OverviewWe are seeking a highly skilled and detail-oriented Certified Public Accountant (CPA) to join our team as a Senior Financial Consultant. This role is ideal for a financial expert with a passion for driving business growth and making a significant impact within an innovative, client-focused environment.
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Remote Financial Services Expert
3 days ago
Phoenix, Arizona, United States American Heritage Financial LLC Full timeWe are seeking a skilled financial services professional to join our team at America Heritage Financial LLC. As a key member of our organization, you will be responsible for prospecting and servicing financial clients. Your primary goal will be to assist families and small businesses in creating individualized plans that cater to their unique needs.About the...
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Financial Services Specialist
5 hours ago
Phoenix, Arizona, United States Global Financial Impact - Marco Esquivel Full timeCompany Overview">We are Global Financial Impact, a leading company in the financial industry. Our mission is to provide clients with exceptional financial services and solutions that help them achieve their goals.
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Financial Services Coordinator
2 weeks ago
Phoenix, Arizona, United States Cetera Financial Group Full timeAbout the Role:This is an exciting opportunity to join our team as a Client Services Representative. In this role, you will provide exceptional customer service to our clients and support our Financial Advisors with their daily activities. You will be responsible for answering phones, scheduling appointments, and preparing materials for client meetings....
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Financial Protection Consultant
1 day ago
Phoenix, Arizona, United States USAA Full timeAbout USAAAt USAA, we pride ourselves on being a trusted partner for U.S. military members and their families. Our commitment to serving those who serve drives everything we do.Job DescriptionThis role requires a seasoned Financial Protection Consultant to help members navigate their life insurance needs. The ideal candidate will possess strong analytical...
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Financial Consultant
3 weeks ago
Phoenix, Arizona, United States Glades Talent Full timeAbout Glades TalentWe are a dynamic financial services firm committed to delivering exceptional wealth management solutions. As a Financial Advisor with us, you will be part of a supportive team that fosters growth and development.Compensation: Our Financial Advisors enjoy uncapped earning potential, directly correlated to their effort and dedication to...
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Financial Services Professional Wanted
1 day ago
Phoenix, Arizona, United States Strategy Financial Group Full timeAbout Strategy Financial GroupWe are a reputable and continuously expanding business model that represents the top 1% of financial advisors in all 50 states. Our team is passionate about delivering exceptional results and creating long-lasting relationships with our clients.The Financial Advisor position offers a unique opportunity to work closely with...
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Financial Services Professional Role
2 weeks ago
Phoenix, Arizona, United States Tubre Family Financial Full timeEmpowering families to secure their financial future—and helping you thrive while doing it—is at the heart of what we do at Tubre Family Financial.We're looking for passionate individuals to join our team as life insurance sales agents. Whether you're starting your career or seeking a fresh opportunity, we provide the support, mentorship, and tools you...
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Financial Consultant
2 days ago
Phoenix, Arizona, United States Slalom Consulting Full timeAbout the RoleWe are seeking a highly skilled Financial Analyst to join our team. As a key member of our finance department, you will be responsible for managing project costs and providing financial insights to leadership.Key ResponsibilitiesManage project expenses, including purchase orders, invoices, and resource cards.Analyze financial data to identify...