Financial Services Representative
4 weeks ago
Role Overview:
Pacific Life is seeking a skilled Sales Associate to support our Consumer Markets Division (CMD) sales team. This role involves providing support to our advisors by making outbound prospecting calls, campaign and appointment calls, and other activities to drive sales growth.
Key Responsibilities:
- Assist advisors by providing support to the Wholesaling Teams
- Make outbound prospecting/cross-selling, campaign and appointment calls to advisors at the direction of specific Field Wholesaler/Internal Wholesaler teams
- Provide overall support to the department interns
- Shadow Internal Wholesalers to gain understanding of how to become successful in selling our products to our client base
Requirements:
- Must obtain FINRA Securities Industry Essentials exam (SIE), Series 6/7, and Series 63 License in first 3 months of position
- Strong communication skills, both written and verbal
- Ability to build relationships over the phone
- Ability to prospect for leads and follow up on them
- Strong organizational skills
Preferred Qualifications:
- Interest in annuity and mutual funds strongly preferred
- College degree strongly preferred
Benefits:
- Prioritization of your health and well-being including Medical, Dental, Vision, and Well-being Reimbursement Account that can be used on yourself or your eligible dependents
- Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off
- Competitive 401k savings plan with company match and an additional contribution regardless of participation
Pacific Life is an Equal Opportunity Employer:
Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.
-
Financial Services Representative
4 weeks ago
Omaha, Nebraska, United States Slingo Financial Services Full timeJob OpportunityWe are seeking a highly motivated and coachable individual to join our team as a Financial Services Representative. As a key member of our sales team, you will be responsible for building relationships with clients and helping them achieve their financial goals.Key Responsibilities:Develop and maintain relationships with clients to understand...
-
Financial Services Representative
1 month ago
Omaha, Nebraska, United States FIVE RINGS FINANCIAL Full timeUnlock Your Financial PotentialWe are seeking a highly motivated and self-driven individual to join our team as a Financial Services Representative. As a key member of our organization, you will have the opportunity to work with clients across the country, helping them achieve their financial goals and build a secure financial future.About FIVE RINGS...
-
Financial Services Representative
4 weeks ago
Omaha, Nebraska, United States Centris Federal Credit Union Full timeJob OverviewAs a Financial Services Representative at Centris Federal Credit Union, you will play a vital role in providing exceptional member service and support. Your primary responsibility will be to assist members with their financial needs, ensuring they receive the best possible experience.Key Responsibilities:Provide personalized service to members,...
-
Client Service Representative
4 weeks ago
Omaha, Nebraska, United States Ameriprise Financial, Inc. Full timeKey Responsibilities:Answer incoming calls and questions, routing them accordingly.Maintain a clean and organized office environment, restocking supplies as needed.Manage the office schedule and ensure seamless use of office space.Provide a warm welcome to clients and visitors.Perform general administrative tasks to support the office.About the Role:This...
-
Financial Services Representative I
4 weeks ago
Omaha, Nebraska, United States First Interstate BancSystem Full timeJob SummaryAs a Financial Services Representative I at First Interstate BancSystem, you will be responsible for delivering exceptional customer service and providing personalized financial solutions to clients. This role requires strong communication and interpersonal skills, as well as the ability to build and maintain relationships with clients. If you are...
-
Insurance Agent Representative
4 weeks ago
Omaha, Nebraska, United States Farm Bureau Financial Services Full timeJob OpportunityFarm Bureau Financial Services is seeking an entrepreneurial-minded professional to join our team as an Insurance Sales Representative. This is a unique opportunity for a highly motivated self-starter to build a successful business and make a difference in people's lives.Key Responsibilities:Obtain a Property & Casualty License, Life and...
-
Customer Service Representative
1 month ago
Omaha, Nebraska, United States Symmetry Financial Group - Gary Uyemura Full timeUnlock Your Earning PotentialAre you ready to build a successful career in the financial services industry?As a Customer Service Representative with Symmetry Financial Group - Gary Uyemura, you will have the opportunity to work with clients who are genuinely interested in our services, using a lead system that enables us to call on those who have requested...
-
Client Financial Representative
4 weeks ago
Omaha, Nebraska, United States Charles Schwab Full timeAbout the RoleWe are seeking a talented Client Financial Representative to join our team at Charles Schwab. As a Client Financial Representative, you will play a critical role in educating clients about investment strategies, trading tools, and market mechanics.Key ResponsibilitiesEngage with clients to understand their financial goals and provide...
-
Financial Services Trainee
4 weeks ago
Omaha, Nebraska, United States Mutual of Omaha Full timeFinancial Representative Trainee Role OverviewAs a Financial Representative Trainee at Mutual of Omaha, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products.This dynamic program includes a combination of self-study and hands-on-experience projects, all...
-
Financial Services Professional
1 month ago
Omaha, Nebraska, United States Charles Schwab Full timeAbout the RoleWe're seeking a talented and motivated individual to join our Schwab Service Team as a Financial Services Representative. In this exciting role, you'll have the opportunity to educate clients about investment strategies, trading tools, and market mechanics, while also advocating for their needs and providing exceptional customer service.Key...
-
Client Financial Representative
4 weeks ago
Omaha, Nebraska, United States Charles Schwab Full timeAbout the RoleAt Charles Schwab, we're committed to empowering our employees' personal and professional success. As a Client Financial Representative, you'll play a key role in helping our clients achieve their financial goals.Key ResponsibilitiesProvide exceptional client service and supportOffer personalized investment advice and guidanceHelp clients...
-
Financial Representative Trainee Position
1 month ago
Omaha, Nebraska, United States Mutual of Omaha Full timeUnlock Your Potential as a Financial Representative TraineeAt Mutual of Omaha, we're committed to helping you grow and succeed in your career. As a Financial Representative Trainee, you'll embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products.What You'll...
-
Financial Services Trainee
1 month ago
Omaha, Nebraska, United States Mutual of Omaha Full timeUnlock Your Potential as a Financial Services TraineeJoin Mutual of Omaha as a Financial Services Trainee and embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products. This dynamic program includes a combination of self-study and hands-on-experience projects, all...
-
Financial Representative Trainee
4 weeks ago
Omaha, Nebraska, United States Mutual of Omaha Full timeFinancial Representative Trainee (Sales) - Comprehensive ProgramJob Overview: As a Financial Representative Trainee, you will participate in a structured program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products. This dynamic program includes a combination of self-study and hands-on-experience...
-
Financial Representative Trainee
4 weeks ago
Omaha, Nebraska, United States Mutual of Omaha Full timeFinancial Representative Trainee Role OverviewWe are seeking a highly motivated and results-driven Financial Representative Trainee to join our team at Mutual of Omaha. As a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance...
-
Financial Services Representative
4 weeks ago
Omaha, Nebraska, United States Centris Full timePosition Overview:Centris Federal Credit Union is seeking a motivated and detail-oriented Part-Time Teller to join our team. As a Teller, you will be responsible for providing exceptional member service, processing transactions, and promoting financial products and services.Key Responsibilities:Process transactions accurately and efficientlyProvide excellent...
-
Insurance Sales Representative
3 weeks ago
Omaha, Nebraska, United States Services Across the Board Full timeAbout the Job:Services Across the Board is seeking a highly motivated and dedicated Insurance Sales Representative to join our team in a remote setting. As a key member of our organization, you will be responsible for meeting with clients, presenting insurance products, and negotiating terms to secure the best coverage options.Key Responsibilities:Meet with...
-
Customer Service Representative
1 month ago
Omaha, Nebraska, United States Noll Human Resource Services Full timeJob SummaryAn established Omaha-based company is seeking a detail-oriented and organized Customer Service Representative to join their team. The ideal candidate will have strong communication skills, be proficient in data entry, and have experience in a fast-paced office environment.Key Responsibilities:Respond to customer inquiries via phone and...
-
Customer Service Representative
4 weeks ago
Omaha, Nebraska, United States Kyle Iske - State Farm Agent Full timeAre you passionate about helping others and making a difference in your community?As a Customer Service Representative at Kyle Iske - State Farm Agent, you will have the opportunity to establish strong relationships with customers and provide them with personalized service.Key Responsibilities:Develop leads and schedule appointments to meet with...
-
Financial Services Representative
4 weeks ago
Omaha, Nebraska, United States Village Pointe Toyota Full timeAt Village Pointe Toyota, we strive to deliver exceptional customer experiences that foster long-term relationships. To achieve this goal, we're seeking a highly skilled Finance Manager to join our team.As a Finance Manager, you will play a critical role in ensuring that our customers receive the best possible service. Your primary responsibilities will...