Current jobs related to Client Adviser - Annapolis, Maryland - The WRS Group - Symmetry Financial

  • Client Solutions Specialist

    2 weeks ago

    Annapolis, Maryland, United States LINKBANK Full time

    Job Title: Client Solutions Specialist IJob Summary:The Client Solutions Specialist I is responsible for delivering exceptional client experiences by providing needs-based solutions and processing transactions accurately and efficiently. This role requires a positive attitude, strong communication skills, and the ability to work in a fast-paced...

  • Client Solutions Specialist I

    2 weeks ago

    Annapolis, Maryland, United States LINKBANK Full time

    Job Title: Client Solutions Specialist IAt LINKBANK, we are seeking a highly skilled Client Solutions Specialist I to join our team. As a Client Solutions Specialist I, you will be responsible for creating a differentiating experience for all visitors to the solution center. Your primary goal will be to achieve solution center goals through efficient and...

  • Client Solutions Specialist I

    1 week ago

    Annapolis, Maryland, United States LINKBANK Full time

    Job DescriptionAt LINKBANK, we are seeking a highly skilled Client Solutions Specialist to join our team. This role is responsible for creating a differentiating experience for all visitors to the solution center.Key Responsibilities:Embody the LINK corporate values of LIVE, INTEGRITY, NURTURE, KNOWLEDGE, and infuse these values throughout the...

  • Real Estate Sales Agent

    1 month ago

    Annapolis, Maryland, United States Berkshire Hathaway HomeServices Homesale Realty Maryland Full time

    Job Title: Real Estate Listing AgentA successful Real Estate Listing Agent at Berkshire Hathaway HomeServices Homesale Realty Maryland is responsible for providing exceptional customer service and marketing expertise to clients seeking to sell their homes. This role requires a strong understanding of the local real estate market and the ability to...

  • Senior Systems Engineer

    2 weeks ago

    Annapolis, Maryland, United States Data Computer Corp of America Full time

    Job SummaryData Computer Corp of America is seeking a highly skilled Senior Systems Engineer to join our team. As a key member of our IT department, you will be responsible for designing, developing, and implementing complex software systems that meet the needs of our government and commercial clients.Key ResponsibilitiesAnalyze user requirements and develop...

  • Service Advisor

    2 weeks ago

    Annapolis, Maryland, United States Beltway Companies Full time

    Job OverviewBeltway Companies is seeking a skilled Service Advisor to join our team. As a Service Advisor, you will play a critical role in ensuring seamless communication and workflow between our clients and internal teams.Key Responsibilities:Greet customers promptly and gather vehicle and customer information for repairs and invoicing.Accurately document...

  • Legal Counsel

    2 weeks ago

    Annapolis, Maryland, United States Public Consulting Group Full time

    Job Title: Legal CounselWe are seeking a dedicated and experienced attorney to join our legal team at Public Consulting Group. The ideal candidate will provide legal support across various areas, ensuring compliance and mitigating risks while contributing to our business objectives.Key Responsibilities:Provide guidance and support to management and...

  • Tax Manager

    1 month ago

    Annapolis, Maryland, United States Jobot Full time

    Job Title: Tax ManagerWe are seeking a highly skilled Tax Manager to join our dynamic finance team. As a seasoned tax professional, you will be responsible for managing our company's tax strategy, ensuring compliance with tax laws, and optimizing our tax liabilities.Responsibilities:Manage the preparation and review of federal and state income tax returns...

  • High-Performance Computing Software Developer

    1 week ago

    Annapolis, Maryland, United States SIXGEN Full time

    We are seeking an experienced HPC software professional to join our team at SIXGEN. As a cybersecurity expert for HPC systems, you will play a critical role in supporting our government and commercial clients as they overcome global cybersecurity challenges.Key Responsibilities:Design and develop high-performance computing software solutions for complex...

  • Tax Manager Position

    2 weeks ago

    Annapolis, Maryland, United States Jobot Full time

    Job SummaryWe are seeking a seasoned tax professional to lead our finance team as a Tax Manager. The ideal candidate will have a strong background in tax preparation, compliance, and strategy, with a minimum of 5 years of experience in a similar role. As a Tax Manager, you will be responsible for managing our company's tax strategy, ensuring compliance with...

  • Tax Manager

    1 month ago

    Annapolis, Maryland, United States Jobot Full time

    Job Title: Tax ManagerWe are seeking a highly skilled Tax Manager to join our dynamic finance team. As a Tax Manager, you will be responsible for managing our company's tax strategy, ensuring compliance with tax laws, and optimizing our tax liabilities.Responsibilities:Manage the preparation and review of federal and state income tax returns and ensure...

  • Tax Manager

    2 weeks ago

    Annapolis, Maryland, United States Jobot Full time

    Job Title: Tax ManagerJobot is seeking a seasoned Tax Manager to join our dynamic finance team. As a key member of our team, you will be responsible for managing our company's tax strategy, ensuring compliance with tax laws, and optimizing our tax liabilities.Responsibilities:Manage the preparation and review of federal and state income tax returns and...

  • Program Scheduler

    1 month ago

    Annapolis, Maryland, United States Amentum Full time

    Amentum is seeking a skilled Program Scheduler to support the team in Annapolis Junction, MD.Key Responsibilities:Develop and manage schedules for all projects in the Annapolis Junction Office.Provide critical path analysis, identify problem areas, and create work-around solutions.Prepare and submit monthly reports for internal and external clients.Advise...

  • Tax Manager Position

    2 weeks ago

    Annapolis, Maryland, United States Jobot Full time

    Job Summary:We are seeking a seasoned Tax Manager to join our dynamic finance team. As a key member of our team, you will be responsible for managing our company's tax strategy, ensuring compliance with tax laws, and optimizing our tax liabilities.Responsibilities: Manage the preparation and review of federal and state income tax returns and ensure accuracy,...

  • Data Analyst

    1 week ago

    Annapolis, Maryland, United States EverWatch Full time

    Job Title: Sr Data AnalystOverview:EverWatch is a government solutions company providing advanced defense, intelligence, and deployed support to our country's most critical missions. We are a full-service government solutions company. Harnessing the most advanced technology and solutions, we strengthen defenses and control environments to preserve continuity...

  • Electrical Superintendent

    2 months ago

    Annapolis, Maryland, United States gpac Full time

    Job Title: General Superintendent - ElectricalWe are seeking an experienced General Superintendent - Electrical to join our team at GPAC. As a General Superintendent - Electrical, you will be responsible for managing the labor, materials, production, and superintendents on multiple civil and roadway projects.Key Responsibilities:Examine and inspect work...

  • Chief Compliance Officer

    1 week ago

    Annapolis, Maryland, United States Scarborough Capital Management Full time

    About the Role:We are seeking a highly skilled Compliance and Operations Manager to join our team at Scarborough Capital Management. As a key member of our management team, you will be responsible for ensuring the firm's compliance with all relevant laws and regulations, as well as overseeing the day-to-day operations of the business.Key...

  • Senior System Engineer

    2 weeks ago

    Annapolis, Maryland, United States Erias Ventures Full time

    About the RoleErias Ventures is a dynamic and entrepreneurial-minded company that values creative problem-solving, open communication, and empowering our employees to make decisions and put forth new ideas. We are seeking a highly skilled Systems Engineer to join our team and play a key role in analyzing user requirements, developing system specifications,...

  • Chief Compliance Officer

    7 days ago

    Annapolis, Maryland, United States Scarborough Capital Management Full time

    Job SummaryScarborough Capital Management, an independent wealth management firm, seeks a seasoned compliance professional to assume the role of Chief Compliance Officer (CCO). As CCO, you will be responsible for developing, implementing, and enforcing compliance policies and procedures to ensure the firm's adherence to regulatory requirements.Duties and...

  • Senior Systems Engineer

    2 weeks ago

    Annapolis Junction, Maryland, United States DCCA Full time

    Job Title: Senior Systems EngineerWe are seeking a highly skilled Senior Systems Engineer to join our team at DCCA. As a Senior Systems Engineer, you will be responsible for designing, developing, and implementing complex systems and solutions for our clients.Key Responsibilities:Analyze user requirements and develop system requirements specificationsLead...

Client Adviser

2 months ago

Annapolis, Maryland, United States The WRS Group - Symmetry Financial Full time
Job Description

We are a Financial Services Agency partnered with Symmetry Financial Group, a leading provider of life insurance and retirement planning solutions. Our team is seeking a highly motivated and self-starting individual to join our sales force as a Client Adviser.

Key Responsibilities:

  • Call prospects to schedule appointments and build relationships with potential clients.
  • Prepare quotes with upline and carriers, and present them to clients in a clear and concise manner.
  • Assist clients with the application process, from filling out the application to getting it approved and delivered.
  • Follow up with clients to review their policies and assist with further needs.

Requirements:

  • Must be at least 18 years old and currently living and authorized to work in the U.S.
  • Must be a high school graduate or equivalent.
  • Must have a State Approved Life Insurance License or be willing to obtain one.

Benefits:

  • Passive income opportunities through our advanced markets specialist program.
  • A 1st in class bonus system that rewards top performers.
  • Trips and incentives for outstanding sales performance.
  • Access to top-quality technology and resources to support your success.
  • 1-on-1 mentorship and coaching to help you grow your business.
  • Opportunities for advancement and career growth within our company.

About Us:

The WRS Group - Symmetry Financial is a remote-friendly company that offers a flexible and autonomous work environment. Our team is dedicated to providing exceptional service to our clients and helping them achieve their financial goals.