Financial Services Career

2 weeks ago


Boston, Massachusetts, 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, oversee your own business, and develop your career in a dynamic and supportive environment.

Key Responsibilities:

  • Build strong relationships with clients and develop a client base by growing relationships with your network.
  • Gain expertise through sponsored course work and proprietary agent development training.
  • Guide clients in making important financial decisions, using the latest software and product illustrations.
  • Take ownership of your career, mastering your craft and excelling in Financial Services.

What We Offer:

  • Hybrid Experience: Flexible in-office schedules once you complete your agent training and take off as a producing agent.
  • Pre-Licensing Training: We provide pre-licensing training free of charge.
  • Award-winning Training: Our training, conducted in office, by successful field leaders will fulfill your desire for continuous learning.
  • Advancement Opportunities: Benefit-eligible management positions within local branch structure.
  • Securities Licensing Support: We provide free securities study materials, study group support, and assistance with licensing expenses.

Requirements:

  • Informative: Ability to present complicated concepts effectively and maintain uncompromising principles, such as honesty and integrity.
  • Driven: Self-motivated to network and prospect for new clients, while demonstrating strong time-management skills.
  • Sociable: Strong relationship building and communication skills will bond you with clients and colleagues.
  • Dreamer: Competitive and entrepreneurial spirit to achieve success both for yourself and others.

About Us:

With a rich history dating back to 1879, Bankers Life has grown from our founders simple wish to make insurance affordable. Today we remain true to our heritage, strength, stability, and service shape our culture as we help provide financial security solutions.



  • Boston, Massachusetts, United States Moody Street Group Full time

    We are seeking highly motivated, success-oriented individuals with undergraduate or graduate degrees in business, marketing, finance, accounting, economics, law, or communications to join our team as Financial Services Sales Representatives.Our Financial Services Sales Representatives utilize a values-based approach and market primarily by introduction. We...


  • Boston, Massachusetts, United States Bankers Life Full time

    At Bankers Life, we're seeking ambitious individuals to grow our team of Financial Professionals. Our award-winning training program provides the tools and expertise needed to succeed in the financial services industry.Key Responsibilities:Build a client base by growing relationships with your network and providing guidanceGain expertise through sponsored...


  • Boston, Massachusetts, United States Baystate Financial Full time

    Job OverviewAt Baystate Financial, we're seeking a talented individual to join our team as a Financial Services Representative. As a key member of our team, you'll play a crucial role in helping clients achieve their financial goals.Your primary focus will be on comprehensive financial planning, ranging from investments to insurance, and helping clients with...


  • Boston, Massachusetts, United States LPL Financial Holdings, Inc. Full time

    Unlock Your Potential as a Financial AdvisorAt LPL Financial Holdings, Inc., we're committed to helping you succeed in your career as a Financial Advisor. Our partnership with Webster Bank in Boston, MA offers a unique opportunity to join the Investment Program and build a successful business.Key Benefits:Service an existing book of business upon hireBuild a...


  • Boston, Massachusetts, United States LPL Financial Holdings, Inc. Full time

    Financial Advisor Opportunity at Hanscom Federal Credit UnionLPL Financial partners with credit unions to offer a comprehensive range of financial services to credit union clients. This employment opportunity at Hanscom Federal Credit Union in Boston, MA, would allow you to join the Investment Program as a Financial Advisor associated with LPL...


  • Boston, Massachusetts, United States LPL Financial Holdings, Inc. Full time

    Financial Advisor OpportunityAt LPL Financial Holdings, Inc., we are seeking a skilled Financial Advisor to join our team at Hanscom Federal Credit Union in Boston, MA. As a Financial Advisor associated with LPL Financial, you will have the opportunity to grow your career and business, helping the people and families that look to Hanscom Federal Credit Union...

  • Financial Director

    4 weeks ago


    Boston, Massachusetts, United States Career Blazers Nonprofit Search Full time

    Controller / Vice President of FinanceBoston, MAOn-sitePosition OverviewJoin a nonprofit organization dedicated to providing homes and critical services like life skills, financial literacy, and job training in its local area.As the Controller / Vice President of Finance, you will lead the organization's financial strategy, overseeing financial...

  • Financial Strategist

    3 weeks ago


    Boston, Massachusetts, United States Career Blazers Nonprofit Search Full time

    As the Controller / Vice President of Finance, you will lead the organization's financial strategy, overseeing financial administration, business planning, and budgeting. This role is responsible for shaping financial policies and strategic direction, working closely with the CAIO and COO.Responsibilities:Oversee long-term budget planning and cost management...


  • Boston, Massachusetts, United States Baystate Financial Full time

    Unlock Your Potential as a Financial AdvisorAt Baystate Financial, we're committed to helping you succeed in your career as a financial advisor. Our comprehensive training program will equip you with the skills and knowledge you need to excel in this field.Key Responsibilities:Client Acquisition and MarketingDiscovery and Needs AssessmentCase Development and...


  • Boston, Massachusetts, United States Virtual Full time

    Financial Services Accountant OpportunityWe are seeking an experienced Accounting Professional to join our team in the Financial Services industry. The ideal candidate will have a strong background in ERP systems, preferably Oracle R12, and a minimum of 5 years of experience in a similar role.Key Responsibilities:Manage and maintain financial data and...


  • Boston, Massachusetts, United States Lifetime Recruiting Strategies Full time

    Company OverviewLifetime Recruiting Strategies is a dynamic organization dedicated to empowering individuals to achieve their financial goals. As a Financial Advisor, you will be part of an elite team of high-performing producers who drive significant income based on their results.SalaryOur Financial Advisors enjoy competitive compensation packages, with...


  • Boston, Massachusetts, United States Bankers Life Full time

    Unlock Your Earning PotentialBankers Life is seeking ambitious individuals to join our team of Insurance Agents and Financial Representatives. As a Financial Services Professional, you will have the opportunity to build a client base, develop expertise, and guide clients towards financial freedom.Key Responsibilities:Build strong relationships with clients...


  • Boston, Massachusetts, United States Insource Services Full time

    Job SummaryWe are seeking a highly skilled Financial Reporting Specialist to join our team at Insource Services. As a key member of our service delivery team, you will be responsible for overseeing and performing various financial reporting and oversight activities related to the financial wellbeing of our clients.Key ResponsibilitiesManage monthly,...


  • Boston, Massachusetts, United States Insource Services Full time

    Job Summary:We are seeking a highly skilled Financial Reporting Specialist to join our team at Insource Services. As a key member of our service delivery team, you will be responsible for overseeing and performing various financial reporting and oversight activities related to the financial wellbeing of our clients.Key Responsibilities:Manage monthly,...


  • Boston, Massachusetts, United States Insource Services Full time

    Job Summary:We are seeking a highly skilled Financial Reporting Specialist to join our team at Insource Services. As a key member of our service delivery team, you will be responsible for overseeing and performing various financial reporting and oversight activities related to the financial wellbeing of our clients.Key Responsibilities:Manage monthly,...


  • Boston, Massachusetts, United States Meimarides Group Full time

    Job OpportunityWe are seeking a highly motivated and customer-focused individual to join our team as a Financial Services Representative. As a licensed insurance agent, you will provide clients with expert advice on a wide range of investment and insurance products, including Life Insurance, Mortgage Insurance, Medicare, Retirement Planning, and...


  • Boston, Massachusetts, United States Rockland Trust Full time

    Key Responsibilities:As a Relationship Manager at Rockland Trust, you will be responsible for building and maintaining strong relationships with high-net-worth clients. This will involve understanding their financial goals, risk tolerance, and investment preferences, and providing personalized financial solutions and recommendations based on thorough...


  • Boston, Massachusetts, United States Amazon Web Services, Inc. Full time

    Job DescriptionAs a seasoned sales professional, you will have the exciting opportunity to shape and deliver on a strategy to build mindshare and adoption of Amazon Web Services in the Financial Services industry. Your mission is to be the global lead for selling with Data/Analytics/AI ISV Partners in Global Financial Services, driving joint sales with these...


  • Boston, Massachusetts, United States Amazon Web Services, Inc. Full time

    About the RoleThis is an exciting opportunity to shape and deliver on a strategy to build mindshare and adoption of Amazon Web Services in the Financial Services industry.As an AWS ISV Partner Sales Strategist in Global Financial Services, you will be responsible for driving joint sales with ISV Partners to accelerate AWS adoption in Financial Services.You...


  • Boston, Massachusetts, United States Nbsalonspa Full time

    Financial Services Career OpportunitiesLincoln Investment is a full-service investment planning firm seeking a Financial Professional to join our team in the Greater Boston area. With over 50 years of experience, we have helped investors work towards their financial goals.As a Financial Professional, you will have the opportunity to work closely with a...