Financial Representative
1 day ago
We are seeking a highly motivated and results-driven Financial Representative Trainee to join our team. As a key member of our sales organization, you will have the opportunity to develop a comprehensive understanding of Individual Insurance products and deliver exceptional customer experiences.
What You'll Do:- You'll participate in a structured program designed to equip you with the skills required to provide holistic financial advice to clients.
- You'll actively contribute to classroom discussion, participate in goal setting sessions, and progress evaluation meetings.
- You'll demonstrate appropriate skills and pass a sales process competency test.
- You'll gain invaluable direct sales experience in marketing Individual Insurance products to clients.
- A competitive salary of approximately $36,000 annually, with opportunities for promotions and bonuses based on performance.
- Opportunities for career advancement and professional growth within the company.
- An education-based Accelerator Program designed to successfully transition you into an independent Financial Advisor.
- Benefits, including a 401(k) plan with a 2% company contribution and 6% company match.
- A dynamic and inclusive work environment that values diversity, equity, and inclusion.
- Ability to successfully achieve criteria of Trainee Program.
- Ability to pass and apply for appropriate insurance licenses within 14 days of entry into the job, max of 2 attempts at Life and Health exam.
- Must pass the CRD/FINRA background check at hire and ongoing, as the training program criteria requires Financial Representatives to obtain securities licensing within 24 months of entry into the program.
- Highly self-motivated and results-oriented individual with ability to work independently and as part of a team.
Mutual of Omaha is a leading provider of Individual Insurance products and a Great Place to Work certified company. Our commitment to excellence and customer satisfaction has earned us recognition as a top employer in the industry.
-
Senior Member Experience Representative
5 days ago
Oro Valley, Arizona, United States Tucson Federal Credit Union Full timeWe are seeking a highly skilled Senior Member Experience Representative to join our team at Tucson Federal Credit Union. This role is an excellent opportunity for individuals who are passionate about delivering exceptional customer service and have a consultative approach to handle member needs.Job SummaryThis position provides the ideal candidate with the...
-
Financial Insurance Development Specialist
5 days ago
Green Valley, Arizona, United States Government Employees Insurance Company Full timeWe are seeking a skilled Sales Representative to join our team in Tucson, AZ. As an Insurance Sales Representative, you will build strong relationships with customers, providing personalized insurance solutions and exceptional customer service.About the Role:In this role, you will be responsible for:Developing and implementing sales strategies to meet or...
-
Financial Representative Trainee
4 weeks ago
Paradise Valley, United States Mutual of Omaha Full timeFinancial Representative Trainee (Sales) - Phoenix, AZ Location: Arizona Work Type: Full Time Regular Job No: 503424 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until...
-
Financial Services Representative
4 days ago
Water Valley, Mississippi, United States BankFirst Financial Services Full timeBankFirst Financial Services seeks a highly organized and detail-oriented Financial Services Representative to join our team. In this role, you will be responsible for assisting with daily job functions related to ACH, Wire, and Bookkeeping.We are committed to providing exceptional service to our customers and we believe that our employees are the key to our...
-
Financial Rep
3 weeks ago
Paradise Valley, United States Mutual of Omaha Full timeFinancial Representative Trainee (Sales) - Phoenix, AZ Location: Arizona Work Type: Full Time Regular Job No: 503424 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled SHARE As a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with...
-
Customer Success Representative
3 weeks ago
Paradise Valley, United States WELLS FARGO BANK Full timeAbout this role:Wells Fargo is seeking an Associate Customer Service Representative in Everyday Banking. Find out why we're the #1 financial services company to grow YOUR career. Apply today.CSBB Operations delivers a diverse set of foundational operational and contact center services for the enterprise and to consumer, small business, and wholesale...
-
Moreno Valley, California, United States Limitless Financial Full timeJob OverviewWe are seeking an ambitious Business Development Representative to join our team in Golden Valley, MN and surrounding areas. This is a unique opportunity to accelerate your career growth and financial rewards.
-
Senior Financial Service Representative
6 days ago
Valley Forge, Pennsylvania, United States Merck Sharp & Dohme FCU Full timeAbout the RoleWe are seeking a highly skilled and experienced Financial Service Representative to join our team at Merck Sharp & Dohme Federal Credit Union.
-
Financial Services Representative
6 days ago
West Valley City, Utah, United States WELLS FARGO BANK Full timeWe are seeking a skilled Banking Professional to join our team at Wells Fargo. As a Financial Services Representative, you will play a critical role in delivering exceptional customer experiences and supporting the growth of our business.Job OverviewWells Fargo is a leading financial services company that offers a wide range of banking, investment, and...
-
Financial Representative Trainee
4 days ago
Missouri Valley, United States Mutual of Omaha Full timeFinancial Representative Trainee (Sales) - Omaha, NE Location: Nebraska Work Type: Full Time Regular Job No: 503247 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until...
-
Financial Representative Trainee
4 weeks ago
Fox Valley, United States Mutual of Omaha Full timeFinancial Representative Trainee (Sales) -- Chicago. IL Location: Illinois Work Type: Full Time Regular Job No: 503417 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open...
-
Financial Customer Support Representative
6 days ago
Paradise Valley, AZ, United States Randstad Enterprise Full timeWe are looking for a highly skilled and client-focused professional to join our team as a Financial Client Support Specialist. This position demands strong communication abilities, a proactive mindset, and a deep passion for providing high-quality service in the financial sector. In this role, you will leverage your technical expertise and relationship...
-
Customer Service Representative
5 days ago
Valley City, North Dakota, United States Dacotah Bank Full time**About Us**Dacotah Bank is a family-friendly community bank with a rich history and a sharp vision for the future. We invest deeply in the communities we serve, as well as our employees and their families.Job Title: Customer Service Representative - Financial Relationship BuilderAbout the Role: In this role, you will be assisting customers with general...
-
Professional Financial Planner
7 days ago
Spring Valley, New York, United States Northwestern Mutual Full timeAbout the OpportunityWe are seeking a highly motivated and skilled professional to join our team as a Consultative Sales Representative at Northwestern Mutual. This is an exciting opportunity to leverage your sales and financial planning expertise to help clients achieve their goals and secure their financial futures.About the RoleAs a Consultative Sales...
-
VP, Relationship Manager
7 days ago
Paradise Valley, United States Enterprise Bank and Trust Full timeEnterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive. With offices in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, were strong,...
-
Consumer Loan Sales Specialist
3 weeks ago
Quail Valley, United States OneMain Financial Full timeAt OneMain, Consumer Loan Sales Specialists empower customers – listening to their needs and providing access to friendly, fast, and affordable financing for life’s expenses. Consumer Loan Sales Specialist will learn the lending and servicing business at OneMain allowing them to grow their career. Deliver results related to individual and branch sales...
-
Consumer Loan Sales Specialist
3 months ago
Moreno Valley, United States OneMain Financial Full timeAt OneMain, Consumer Loan Sales Specialists empower customers - listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. Consumer Loan Sales Specialist will learn the lending and servicing business at OneMain allowing them to grow their career. In the Role Deliver results related to individual and branch...
-
Missouri Valley, Iowa, United States Mutual of Omaha Full timeWe are seeking a highly motivated Financial Representative Trainee to join our team at Mutual of Omaha. This is an excellent opportunity for individuals who want to build a career in the financial services industry and earn a competitive salary.CompensationThe estimated salary for this position is $36,000 per year, plus a monthly sales incentive opportunity....
-
Business Intelligence Analyst
1 day ago
West Valley City, Utah, United States OneMain Financial Full timeWe are seeking a highly skilled Business Intelligence Analyst to join our team in Salt Lake City, UT or Fort Mill, SC. This role will be responsible for leading projects and reporting to drive growth and profitability, while ensuring compliance with company policies and regulations.Key ResponsibilitiesDirect and lead projects to evaluate business...
-
Financial Advisor Intern
4 weeks ago
Center Valley, PA, United States Northwestern Mutual Full timeJob descriptionFinancial Representative Interns at Northwestern Mutual Lehigh Valley help their clients live more and worry less through our unique approach to financial planning. Our interns, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while employing local and nationwide experts, exclusive...
-
Customer Service Representative
3 months ago
Valley City, United States Dacotah Bank Full timeAs a Customer Service Representative (CSR) at Dacotah Bank, you connect with our customers to build trusted relationships and help them achieve their financial goals.In this role, you will be assisting customers with general banking transactions such as deposits, withdrawals, loan payments, and inquiries. Our Customer Service Representative's also receive...
-
Senior Financial Analyst
4 weeks ago
Fort Valley, United States Blue Bird Corporation Full timeBlue Bird (NASDAQ: BLBD) is recognized as a technology leader and innovator of school buses since its founding in 1927. Our dedicated team members design, engineer and manufacture school buses with a singular focus on safety, reliability, and durability. School buses carry the most precious cargo in the world – 25 million children twice a day – making...