Insurance and Financial Services Professional
2 weeks ago
**Responsibilities:**
- Establish relationships with potential clients and build plans with them
- Use a customer-focused, needs-based process to offer customers products
- Contact existing customers to review their current policies and offer additional protections
- Able to obtain Property and Casualty License
- Able to obtain a Life/Health License
- Able to achieve mutually agreed upon marketing goals
- Interested in marketing products and services based on customer needs
- Ability to multi-task
- Ability to work in a team environment
- Salary plus commission/bonus
- Paid time off (vacation and personal/sick days)
- Profit sharing
- Growth potential/Opportunity for advancement within my office and beyond
- Knowledge and training that would benefit you if you chose to pursue a career outside this office with corporate State Farm or your own Independent State Farm Agency
- Paid training and licensing fees paid for
-
Insurance and Financial Services Professional
1 month ago
Rochester, New York, United States Sean Davern - State Farm Agent Full timeJob OverviewWe are seeking a highly motivated and customer-focused individual to join our team as an Account Associate at Sean Davern - State Farm Agent. As a key member of our team, you will play a crucial role in expanding our office's reach and helping us bring on new clients.ResponsibilitiesEstablish and maintain relationships with potential clients,...
-
Life Insurance Sales Professional
2 weeks ago
Rochester, New York, United States Jackson Insurance Solutions Full timeUnlock Your Earning PotentialAre you ready to take control of your financial future? We're seeking motivated individuals to join our team as Life Insurance Sales Agents. With a fully commission-based structure and no cap on earnings, you'll have the opportunity to earn what you're worth.Enjoy a Flexible Work-Life BalanceAs a remote employee, you'll have the...
-
Insurance Customer Service Representative
3 weeks ago
Rochester, New York, United States InsureOne Insurance Services America LLC Full timeAbout UsInsureOne Insurance Services America LLC is a leading insurance agency with a strong presence in the US. With over three decades of experience, we have established a reputation for providing exceptional service, competitive rates, and tailored coverage options to our clients. Our team of local insurance professionals takes pride in delivering a...
-
Rochester, New York, United States Van Travis - State Farm Agent Full timeJob OverviewAs a vital member of the Van Travis - State Farm Agent team, you will play a crucial role in our daily business operations and contribute to the success of our customers. This position is ideal for individuals who aspire to agency ownership, which can be achieved through the experience gained in this role and the Agent Aspirant program offered by...
-
Insurance Customer Service Representative
7 days ago
Rochester, New York, United States Next Insurance Full timeJob OverviewWe are seeking a highly motivated and detail-oriented Insurance Customer Service Representative to join our team at Next Insurance. As a key member of our customer support team, you will be responsible for providing exceptional customer service and support to our clients.Key Responsibilities:Respond to customer inquiries and resolve issues in a...
-
Financial Services Professional
1 week ago
Rochester, New Hampshire, United States Franklin Savings Bank Full timeFinancial Advisor Job DescriptionWe are seeking a highly motivated and experienced Financial Advisor to join our team at Franklin Savings Bank. As a Financial Advisor, you will be responsible for cultivating and growing our client base, drafting and delivering financial plans for review, and implementing financial plans under the supervision of our advisory...
-
Audit Intern Financial Services Professional
4 weeks ago
Rochester, New York, United States KPMG Full timeJob Title: Audit Intern Financial ServicesWe are seeking a highly motivated and detail-oriented Audit Intern to join our Financial Services team. As an Audit Intern, you will play a key role in conducting financial statement audits and ensuring the accuracy and reliability of client financial information.Responsibilities:Work as part of a team to conduct...
-
Audit Intern Financial Services Professional
1 month ago
Rochester, New York, United States KPMG Full timeJob Title: Audit Intern Financial ServicesWe are seeking a highly motivated and detail-oriented Audit Intern to join our Financial Services team. As an Audit Intern, you will play a key role in conducting financial statement audits and ensuring the accuracy and reliability of client financial information.Responsibilities:Work as part of a team to conduct...
-
Lead Financial Advisor
1 week ago
Rochester, New York, United States Thrivent Financial Full timeJob SummaryThe Lead Advisor at Thrivent Financial plays a pivotal role in guiding clients towards achieving their financial and investment goals. This position requires a deep understanding of financial planning, investment strategies, and client relationship management.Key ResponsibilitiesLead, mentor, and develop a team of financial advisorsSet performance...
-
Lead Financial Advisor
2 weeks ago
Rochester, New York, United States Thrivent Financial Full timeJob SummaryThe Lead Financial Advisor plays a pivotal role in guiding clients towards achieving their financial and investment goals. This position requires a deep understanding of financial planning, investment strategies, and client relationship management.Key ResponsibilitiesLead, mentor, and develop a team of financial advisorsSet performance goals,...
-
Commercial Insurance Account Manager
3 weeks ago
Rochester, New York, United States Szura Insurance Services Full timeAbout Szura Insurance ServicesWe are a leading insurance services provider dedicated to delivering exceptional customer experiences. Our team is passionate about helping businesses navigate the complexities of commercial insurance.Job Title: Commercial Lines Insurance Account ManagerWe are seeking a highly skilled and experienced Commercial Lines Insurance...
-
Life Insurance Sales Professional
2 weeks ago
Rochester, New York, United States Jackson Insurance Solutions Full timeJob DescriptionAt Jackson Insurance Solutions, we're seeking a skilled Life Insurance Sales Agent to join our team. As a sales agent, you'll have the opportunity to work independently, selling life insurance to clients who have already expressed interest in our services.Key Responsibilities:* Sell life insurance policies to clients* Build and maintain...
-
Financial Services Representative
2 weeks ago
Rochester, New Hampshire, United States OneMain Financial Full timeJob SummaryWe are seeking a highly motivated and results-driven Dealer Representative to join our team at OneMain Financial. As a key member of our sales team, you will be responsible for building strong relationships with our dealer partners and driving sales growth through effective prospecting, qualification, and sales strategies.Key...
-
Financial Services Representative
1 week ago
Rochester, New Hampshire, United States OneMain Financial Full timeEmpower Customers with Access to Friendly, Fast, and Affordable FinancingAs a Consumer Loan Sales Specialist at OneMain, you will play a vital role in empowering customers by listening to their needs and providing access to financing for life's expenses. This role offers a unique opportunity to learn the lending and servicing business, allowing you to grow...
-
Commercial Lines Insurance Portfolio Manager
2 weeks ago
Rochester, New York, United States Szura Insurance Services Full timeSzura Insurance ServicesWe are seeking a highly motivated and experienced Commercial Lines Insurance Account Manager to join our team.The successful candidate will be responsible for managing a portfolio of commercial clients, ensuring their insurance needs are met, and delivering top-notch customer service.This role requires a deep understanding of...
-
Audit Intern Financial Services Professional
1 month ago
Rochester, New York, United States KPMG Full timeFinancial Services Audit InternshipKPMG is seeking a highly motivated and detail-oriented individual to join our Audit Services team as a Financial Services Audit Intern. As a key member of our team, you will play a vital role in conducting financial statement audits and ensuring the accuracy and reliability of client financial...
-
Audit Intern Financial Services Professional
2 months ago
Rochester, New York, United States KPMG Full timeFinancial Services Audit InternshipKPMG is seeking a highly motivated and detail-oriented individual to join our Audit Services team as a Financial Services Audit Intern. As a member of our team, you will play a critical role in conducting financial statement audits and ensuring the accuracy and reliability of client financial...
-
Financial Advisor
2 weeks ago
Rochester, New York, United States Meron Financial Agency Full timeUnlock Your Financial PotentialMeron Financial Agency is a leading firm dedicated to empowering individuals and businesses to achieve their financial goals. As a Financial Consultant, you will play a crucial role in helping our clients navigate the complex world of finance and achieve financial freedom.As a member of our team, you will have access to...
-
Financial Paraplanner Professional
2 weeks ago
Rochester, New York, United States Delibert Employment Solutions Full timeDelibert Employment Solutions: Financial Paraplanner RoleDelibert Employment Solutions is seeking a detail-oriented and dedicated Financial Paraplanner to support our senior advisors in preparing for client meetings, executing follow-up tasks, and conducting financial research.Key Responsibilities:Client Meeting Preparation:Prepare files and necessary...
-
Lead Financial Advisor
1 week ago
Rochester, New York, United States Thrivent Financial Full timeJob SummaryThe Lead Financial Advisor plays a pivotal role in guiding clients towards achieving their financial and investment goals. This position requires a deep understanding of financial planning, investment strategies, and client relationship management.Key ResponsibilitiesLead, mentor, and develop a team of financial advisorsSet performance goals,...