Senior Financial Advisor Role

1 week ago


Cedar Rapids, Iowa, United States Lifetime Recruiting Strategies Full time

Regional Sales Manager Position

">

We are seeking a highly motivated and experienced Regional Sales Manager to join our team at Lifetime Recruiting Strategies. In this role, you will be responsible for driving sales growth in your assigned region by developing and implementing effective sales strategies.

Key Responsibilities

">

Develop and implement regional sales strategies to meet or exceed quarterly sales targets; Manage and train a team of sales professionals to achieve sales objectives; Collaborate with cross-functional teams to identify business opportunities and develop solutions to drive revenue growth; Analyze market trends and competitor activity to inform sales strategies; Build and maintain strong relationships with key clients and stakeholders.

Requirements

">

A minimum of 10 years of experience in insurance products and life insurance financial planning is required. 4+ years of insurance management experience and the ability to motivate a high-performance sales team are essential. Active Life/Health licenses for the state and Series7, 24 certification or obtain within six months are mandatory. A Bachelor's degree is preferred.

Compensation Package

">

The compensation package for this position includes competitive base salary plus production overrides and renewals estimated to exceed $150,000 annually. We also offer comprehensive benefits, including medical insurance, paid vacation, 401(K), and pension plans. In addition, you will receive trips/incentives, local office support staff, and unlimited income capacity in your region. Significant marketing support and our best product portfolio in the industry ensure your success.



  • Cedar Rapids, Iowa, United States Voya Financial Advisors Full time

    Job Summary:Voya Financial Advisors, a leading independent broker-dealer in the defined contribution & defined benefit business, is seeking a skilled Financial Professional to join our team in the greater Cedar Rapids area.This role will focus on developing strong plan sponsor relationships, leveraging expertise in tax-exempt markets and retail. Key...


  • Cedar Rapids, Iowa, United States GreatAmerica Financial Services Full time

    Job SummaryThis role offers a unique opportunity to join a highly successful organization as an Account Support Advisor. As an essential member of our team, you will be responsible for managing various tasks to assist our customer base, including end-user interactions, collections, and customer relations within granted authority levels.


  • Cedar Rapids, Iowa, United States CCR Full time

    About the RoleWe are seeking a highly experienced Senior Financial Manager to lead our Accounting Team. The ideal candidate will oversee the daily operations of the Accounting Team, ensure accurate and timely financial reporting, and provide strategic financial insights to support business decisions.About CCRCCR is a growing technology company that provides...

  • Trust Advisor

    3 days ago


    Cedar Rapids, Iowa, United States First Community Trust Full time

    Job SummaryWe are seeking a Trust Advisor to join our team at First Community Trust in Cedar Rapids, Iowa. As a trusted advisor, you will be responsible for building and maintaining relationships with clients, identifying their financial goals, and developing tailored solutions to meet their needs.Our firm has established itself as a leading provider of...


  • Cedar Rapids, Iowa, United States Cedar Rapids Community School District Full time

    Job SummaryCedar Rapids Community School District is seeking a highly motivated Career and Technical Student Organization (CTSO) Advisor to lead and manage the CTSO chapter. This role is responsible for ensuring alignment with state and national guidelines, recruiting students, organizing chapter meetings, coordinating student participation in events and...


  • Cedar Rapids, Iowa, United States Lifetime Recruiting Strategies Full time

    Sales Leadership OpportunityLifetime Recruiting Strategies invites experienced professionals to apply for the Senior Financial Advisory Leader position. In this role, you will be responsible for driving sales growth and revenue for our company by managing regional sales, marketing, and business development activities.Benefits and Compensation:We offer a...


  • Cedar Rapids, Iowa, United States Farm Bureau Financial Services Full time

    Job Title: Independent Financial ConsultantAbout the Role:We are seeking a highly motivated and independent individual to join our team as a Financial Consultant. As a sales professional, you will be responsible for identifying new business opportunities, generating leads, and developing financial solutions to meet clients' needs.About Us:Farm Bureau...


  • Cedar Rapids, Iowa, United States GreatAmerica Financial Services Full time

    At GreatAmerica Financial Services, we are committed to delivering exceptional results through innovation, teamwork, and collaboration. As a Senior Application Engineer, you will play a critical role in designing, developing, and implementing cutting-edge software solutions that meet the evolving needs of our customers.Responsibilities:Key...

  • Senior Companion

    2 weeks ago


    Cedar Rapids, Iowa, United States Always Best Care Senior Services Full time

    Job Overview: At Always Best Care Senior Services, we prioritize the dignity and independence of our senior clients. Our Senior Companions play a vital role in achieving this goal by delivering personalized care and support in a warm and non-intrusive manner.We are seeking caring individuals who can build trust with our clients and provide them with the...


  • Cedar Rapids, Iowa, United States GreatAmerica Financial Services Full time

    About GreatAmerica Financial ServicesWe are a pioneering financial services company providing equipment financing solutions to businesses across the United States. Our focus on delivering exceptional customer experiences, fostering long-term relationships, and staying at the forefront of industry trends has enabled us to achieve significant success and...


  • Cedar Rapids, Iowa, United States First Community Trust Full time

    Job OverviewWe are seeking a highly skilled and experienced Financial Services Representative to join our team at First Community Trust in Cedar Rapids, Iowa. As a trusted advisor, you will be responsible for building and maintaining relationships with clients, identifying their financial goals, and developing tailored solutions to meet their needs.With over...


  • Cedar Rapids, Iowa, United States The Transamerica Corporation Full time

    About the RoleThe Compliance and Governance Advisor will play a critical role in ensuring that The Transamerica Corporation maintains a strong culture of compliance and governance. As a key member of our team, you will be responsible for enforcing company policies, procedures, and regulatory requirements to mitigate legal exposure/risk to the...


  • Cedar Falls, Iowa, United States UG Group Financial Full time

    About the Role:We are seeking a highly skilled Senior Account Executive to join our sales team at UG Group Financial. As a senior member of our team, you will be responsible for leading by example, inspiring peers, and contributing to a positive team environment.You will have the opportunity to develop and maintain strong client relationships, present and...


  • Cedar Rapids, Iowa, United States Mestek Machinery, Inc Full time

    About Mestek Machinery, IncMestek Machinery, Inc is a leading manufacturer with a $20+ million facility.Job Title: Division Financial Operations ManagerEstimated Salary:$120,000 - $150,000 per yearJob Description:Role OverviewThe Division Financial Operations Manager plays a critical role in the success of our manufacturing facility. Reporting directly to...


  • Cedar Rapids, Iowa, United States Cedar Rapids Community School District Full time

    The Cedar Rapids Community School District is seeking a dedicated and experienced professional to serve as the Career and Technical Student Organization (CTSO) Advisor. As a key member of our educational team, you will play a vital role in leading and managing the CTSO chapter, ensuring alignment with state and national guidelines.This dynamic position...


  • Cedar Rapids, Iowa, United States GreatAmerica Financial Services Full time

    Role ResponsibilitiesDocument Review: Conduct thorough reviews of signed agreement documents to ensure accuracy and compliance with company policies and procedures.Phone Verification: Verify equipment satisfaction with lessees and answer any questions during the call.UCC Preparation: Accurately prepare UCCs and submit them through ILien to secure a purchase...

  • Work Study Specialist

    4 weeks ago


    Cedar Rapids, Iowa, United States Kirkwood Community College Full time

    Kirkwood Community College is seeking a Work Study Specialist to assist students with financial aid, registration, and billing. This role offers a unique opportunity to gain hands-on experience in a supportive environment.About the JobThis Work Study Specialist position provides limited supervision while scheduling appointments and offering assistance to...


  • Cedar Rapids, Iowa, United States Agemark Full time

    Transform Lives as a Part-Time Days CaregiverWe're seeking a compassionate and dedicated individual to join our team at Agemark Senior Living in Cedar Rapids, IA. As a Part-Time Days Caregiver, you'll play a vital role in ensuring the well-being and safety of our residents.About UsAgemark Senior Living is a family-owned company that values professionalism,...


  • Cedar Rapids, Iowa, United States Agemark Full time

    About UsAt Agemark Senior Living, we prioritize creating a workplace that values our employees' growth and well-being. As a Part-Time Days Caregiver, you will be part of a community that cares for both our residents and our team members.Estimated Salary: $34,000 - $45,600 per year (based on 20 hours/week)This estimate is based on an hourly wage of...


  • Cedar Rapids, Iowa, United States True North Companies Full time

    Job Overview:TrueNorth Companies is seeking a highly skilled Financial Analyst II to join our Finance team in Cedar Rapids. This role involves preparing and performing analytical work related to annual budgets, monthly forecasts, financial statements, and critical indicators. The ideal candidate will have a strong knowledge of accounting principles and...