Financial Representative
2 weeks ago
Are you a motivated individual with a passion for helping others achieve their financial goals?
National Financial Network is seeking a Financial Representative to join our team. As a Financial Representative, you will work with individuals and businesses in your community to provide access to financial products and services that will protect their assets, help them understand their financial life, and build wealth for the future.
You will have the ability to make a meaningful impact in your community, develop your skills and career, and build your practice in a way that feels authentic to you. We take a unique approach to financial services, focusing on long-term results and leveraging technology, exceptional relationship management, and customized strategies for consumers and businesses.
Key Responsibilities:
- Work with clients to understand their goals, concerns, and current financial information.
- Analyze information to create a plan with appropriate strategies, products, and services.
- Develop and maintain a base of clients who value your input and guidance.
What We Offer:
- Development and training to support you as you build your practice.
- Tools and resources to help you market and grow your practice.
- Mentorship and joint-work opportunities.
Compensation: $131,000+ at plan commission.
-
Financial Services Representative
1 month ago
New Canaan, Connecticut, United States National Financial Network Full timeJob Opportunity**About the Role**National Financial Network is seeking a highly motivated and ambitious individual to join our team as a Financial Services Representative. As a Financial Services Representative, you will work with individuals and businesses in your community to provide access to financial products and services that will protect their assets,...
-
Financial Services Representative
2 weeks ago
New Haven, Connecticut, United States National Financial Network Full timeUnlock Your Potential as a Financial Services RepresentativeAre you a detail-oriented individual with a passion for financial data and a knack for building strong relationships? National Financial Network is seeking a talented Entry-Level Financial Representative to join our team.Key Responsibilities:Develop and implement strategic financial plans to help...
-
Financial Representative
3 weeks ago
New Haven, Connecticut, United States National Financial Network Full timeJob OpportunityWe are seeking a skilled and ambitious individual to join our team at National Financial Network as a Financial Representative. As a key member of our team, you will play a vital role in helping our clients achieve their financial goals.ResponsibilitiesDevelop and implement comprehensive financial plans tailored to each client's unique needs...
-
Financial Services Representative
2 days ago
New Haven, Connecticut, United States National Financial Network Full timeUnlock Your Potential as a Financial Services RepresentativeAre you a detail-oriented individual with a passion for financial data and a knack for building strong relationships? National Financial Network is seeking a talented Entry-Level Financial Representative to join our team.Key Responsibilities:Develop and implement strategic financial plans to help...
-
Insurance Sales Professional
2 weeks ago
New Canaan, Connecticut, United States National Financial Network Full timeUnlock Your Potential as a Financial RepresentativeAre you a driven individual with a passion for helping others achieve their financial goals? Do you have a strong work ethic and a desire to succeed in a dynamic and entrepreneurial environment?National Financial Network is seeking talented individuals like you to join our team as Financial Representatives....
-
Insurance Sales Professional
6 days ago
New Canaan, Connecticut, United States National Financial Network Full timeUnlock Your Potential as a Financial RepresentativeAt National Financial Network, we're on a mission to empower individuals and businesses to achieve their financial goals. As a Financial Representative, you'll play a vital role in helping our clients navigate the complexities of financial planning and wealth management.Key Responsibilities:Work closely with...
-
Financial Service Specialist
1 month ago
New Canaan, Connecticut, United States 00002 Citibank, N.A. Full timeJob DescriptionAbout the RoleWe are seeking a highly skilled and customer-focused individual to join our team as a Customer Service Representative at 00002 Citibank, N.A.Key ResponsibilitiesProvide exceptional customer service to internal and external clients, ensuring a positive and personalized experience.Act as a subject matter expert for the branch,...
-
Financial Services Professional
3 weeks ago
New Haven, Connecticut, United States National Financial Network Full timeNational Financial Network is seeking a skilled Financial Representative to join our team. As a Financial Representative, you will be responsible for providing expert financial guidance to clients, helping them achieve their long-term financial goals. Your key responsibilities will include: * Developing and implementing personalized financial plans tailored...
-
Financial Services Professional
3 weeks ago
New Haven, Connecticut, United States National Financial Network Full timeNational Financial Network is seeking a skilled Financial Representative to join our team. As a Financial Representative, you will be responsible for providing expert financial guidance to clients, helping them achieve their long-term financial goals. Your key responsibilities will include: * Developing and implementing personalized financial plans tailored...
-
Financial Services Representative
4 weeks ago
New Haven, Connecticut, United States NESCO Inc Full timeJob SummaryNESCO Inc is seeking a highly motivated and results-driven Financial Services Representative to join our team. As a Financial Services Representative, you will be responsible for facilitating sales initiatives and business development opportunities within our proprietary suite of mutual fund investment products.Key ResponsibilitiesLearn and...
-
Insurance Sales Professional
1 week ago
New Canaan, Connecticut, United States Bighorn Law Full timeUnlock Your Potential as a Financial RepresentativeAre you a driven individual with a passion for helping others achieve their financial goals? Do you have a strong work ethic and a desire to succeed in a dynamic and rewarding career? National Financial Network is seeking ambitious and entrepreneurial individuals like you to join our team as Financial...
-
Customer Service Representative
4 weeks ago
New Canaan, Connecticut, United States 00002 Citibank, N.A. Full timeJob SummaryThe Concierge is responsible for delivering exceptional service to internal and external customers in collaboration with the Branch team. The primary objective is to effectively execute all service transactions and sales referral routines to deepen client relationships.Key Responsibilities:Exhibit strong sales and service skills, presenting...
-
Client Service Representative
1 month ago
New Canaan, Connecticut, United States Bankwell Full timeJob OverviewBankwell is a leading commercial bank dedicated to delivering exceptional banking services to businesses and individuals. Our team of experienced professionals is committed to providing top-notch customer care and innovative financial solutions.Key Responsibilities:Customer Support: Provide outstanding service to both consumer and commercial...
-
Insurance Agent Representative
3 weeks ago
New London, Connecticut, United States Bankers Life Full timeAbout 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 in the financial services industry.Key ResponsibilitiesBuild strong relationships with...
-
Patient Access Representative
4 weeks ago
New Haven, Connecticut, United States Fair Haven Community Health Care Full timeAbout Fair Haven Community Health CareFair Haven Community Health Care is a forward-thinking, dynamic, and exciting community health center that provides care for multiple generations at nearly 140,000 office visits in 19 locations. Our mission is to improve the health and social well-being of the communities we serve through equitable, high-quality,...
-
Patient Financial Access Coordinator
3 weeks ago
New Haven, Connecticut, United States Yale New Haven Health Full timeJob Title: Patient Financial Access FacilitatorJob Summary:The Patient Financial Access Facilitator plays a critical role in ensuring seamless patient access to healthcare services. This position is responsible for managing all aspects of patient registration, scheduling, and financial clearance, ensuring timely and accurate processing of patient visits.Key...
-
Customer Service Representative
4 weeks ago
New Milford, Connecticut, United States Miriam Mendez - State Farm Agent Full timeJob SummaryWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Relations Representative. As a key member of our team, you will be responsible for building and maintaining strong relationships with our customers, identifying their needs, and providing them with tailored solutions to meet their insurance and...
-
Patient Access Representative
4 weeks ago
New Haven, Connecticut, United States Saint Francis Health System Full timeJob SummaryThe Patient Access Representative supports Saint Francis Health System by completing registrations with patients prior to scheduled procedures/admissions and direct admitting via workstation or bedside WOW workstations on wheels. This position is responsible for obtaining identification, various documents, signatures, legal compliance consents and...
-
Medical Practice Patient Representative
1 week ago
New Milford, Connecticut, United States Nuvance Health Full timeJob SummaryWe are seeking a highly skilled Medical Practice Patient Representative to join our team at Nuvance Health. As a key member of our medical practice operations team, you will provide advanced level clerical and administrative support, coordinating patient care activities and ensuring seamless operations.ResponsibilitiesCoordinate and schedule...
-
Patient Access Representative
4 weeks ago
New Haven, Connecticut, United States Fair Haven Community Health Care Full timeAbout Fair Haven Community Health CareFair Haven Community Health Care is a forward-thinking, dynamic, and exciting community health center that provides care for multiple generations at nearly 80,000 office visits in 14 locations.We are proud to offer a wide range of primary and specialty care services, as well as evidence-based patient programs to educate...