Insurance and Financial Services Coordinator

3 weeks ago


Chicago, Illinois, United States Gilbert Edmond - State Farm Agent Full time

We are seeking a highly motivated and results-driven professional to join our team as an Insurance and Financial Services Coordinator. In this role, you will be responsible for working with our licensed agent to develop leads, schedule appointments, and market appropriate products and services.

As an Insurance and Financial Services Coordinator, you will establish strong relationships with customers, identify their needs, and provide personalized solutions to meet those needs. You will also work closely with our agent to ensure that all customers receive excellent service and support.

The ideal candidate will have excellent communication skills, be people-oriented, and be able to work in a fast-paced environment. They will also have a strong interest in marketing products and services based on customer needs.

We offer a competitive salary of estimated $55,000 - $75,000 per year (dependent on experience and performance), paid time off, flexible hours, and growth potential.

Responsibilities:

  • Work with licensed agent to develop leads and market appropriate products and services
  • Establish strong relationships with customers and follow up with them as needed
  • Provide personalized solutions to meet customer needs

Requirements:

  • Interest in marketing products and services based on customer needs
  • Excellent communication skills - written, verbal, and listening
  • People-oriented
  • Detail-oriented
  • Proactive in problem-solving
  • Able to learn computer functions
  • Ability to work in a team environment


  • Chicago, Illinois, United States WestPoint Financial Group Full time

    Company OverviewAt WestPoint Financial Group, we strive to provide creative solutions while educating and empowering clients to make informed decisions. Our financial advisors offer value-added services, including wealth management, investment, retirement, and risk management strategies.


  • Chicago, Illinois, United States Fay Financial Full time

    Financial Document CoordinatorFay Financial is seeking a Financial Document Coordinator to join our team. In this role, you'll be responsible for preparing and processing financial documents for our loan applications.Your duties will include:Gathering and analyzing financial data for each loan.Preparing and reviewing financial reports.Maintaining accurate...


  • Chicago, Illinois, United States Discover Financial Services Full time

    Discover Financial Services is looking for a skilled Senior Manager Product Owner to lead the development of a product vision that drives business value and customer satisfaction. The successful candidate will have a strong background in product management or engineering, with a focus on financial services or tech industry.The key responsibilities of this...


  • Chicago, Illinois, United States WestPoint Financial Group Full time

    Company OverviewWe are a leading financial services firm based in Chicago, dedicated to providing innovative solutions for individuals and businesses. Our team of experts is committed to delivering exceptional client experiences and fostering long-term relationships.Salary$50,000 annually, reflecting the importance we place on attracting top talent and...


  • Chicago, Illinois, United States DirectedLINK Full time

    Job Title: Financial Services CoordinatorCompany Overview: DirectedLINK is a leading provider of financial services, offering a range of solutions to clients across various industries.Job Summary: We are seeking an experienced Financial Services Coordinator to join our team. The ideal candidate will have a strong background in accounting and finance, with...


  • Chicago, Illinois, United States Saint Xavier University Full time

    OverviewSaint Xavier University is seeking an experienced Financial Services Coordinator to support the Purchasing Manager and Accounting Department. The ideal candidate will have a strong background in purchasing and/or accounts payable, with excellent keyboarding skills and intermediate Excel abilities.


  • Chicago, Illinois, United States OneMain Financial Full time

    About the PositionWe're seeking a highly motivated and skilled Loan Sales Specialist to join our team at OneMain Financial. As a key member of our sales team, you will play a critical role in helping customers achieve their financial goals. If you're passionate about providing excellent customer service and have a knack for building strong relationships,...


  • Chicago, Illinois, United States OneMain Financial Full time

    Empowering Customers through Accessible FinancingIn this role at OneMain Financial, our team members thrive in a dynamic atmosphere where hard work and dedication directly influence success. As a Financial Services Representative, you will empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for...


  • Chicago, Illinois, United States Symmetry Financial Group Full time

    Job Title: Financial Services RepresentativeOverview: We are seeking a highly motivated and results-driven Life Insurance Sales Professional to join our dynamic team. This role offers an uncapped earning potential with a comprehensive training program and ongoing professional development opportunities.Estimated Salary: $45,000-$175,000 per year.Key...


  • Chicago, Illinois, United States OneMain Financial Full time

    Unlock Your Potential in a Dynamic CareerWe are seeking a motivated Financial Services Representative to join our team at OneMain Financial. In this role, you will have the opportunity to empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses.This is a full-time position with a...


  • Chicago, Illinois, United States Cater Minnis - State Farm Agent Full time

    Job Title: Insurance and Financial Services Position">About Us:Cater Minnis - State Farm Agent is a dynamic organization seeking a skilled professional to join our team as an Insurance and Financial Services Position. As a member of our team, you will play a vital role in helping our business grow through value-based conversations and remarkable customer...


  • Chicago, Illinois, United States BMO Financial Group Full time

    Join Our TeamBMO Financial Group is seeking a skilled Data Insights Specialist to join our team. As a key member of our data analytics team, you will play a critical role in driving business growth and optimizing our services. This exciting opportunity offers a competitive salary range of $61,600 - $114,400 annually, along with a comprehensive benefits...


  • Chicago, Illinois, United States Alexis Zimmer - State Farm Agent Full time

    Role Overview:Alexis Zimmer - State Farm Agent is seeking a skilled Insurance and Financial Services Representative to join our team. In this role, you will be responsible for guiding clients through comprehensive insurance options and promoting our premier products.Key Responsibilities:Develop and implement personalized marketing strategies to meet diverse...


  • Chicago, Illinois, United States BMO Financial Group Full time

    About the RoleThis is an exciting opportunity to join the BMO Financial Group as a Senior Portfolio Manager. As a key member of our team, you will be responsible for managing portfolios, analyzing data, and making informed decisions to drive business growth.We are looking for an experienced professional with a strong background in financial services and...


  • Chicago, Illinois, United States OneMain Financial Full time

    About the RoleAs a Consumer Loan Sales Specialist at OneMain Financial, you will play a crucial role in empowering customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. This opportunity allows you to grow your career while learning the lending and servicing business.Key...


  • Chicago, Illinois, United States EA Agency Symmetry Financial Group Full time

    Earn a salary of $50,000 - $100,000 per year plus unlimited earning potential as a Financial Services Representative with EA Agency / Symmetry Financial Group. In this role, you will be responsible for selling life insurance policies to clients and meeting sales targets.The ideal candidate will have a self-motivated and goal-oriented mindset, with the...


  • Chicago, Illinois, United States Combined Insurance Full time

    Job OverviewWe are seeking an experienced Insurance Agency Growth Leader to join our team at Combined Insurance, a Chubb Company. As a key member of our sales team, you will be responsible for delivering annual new sales objectives in an assigned area by sourcing, guiding, and supporting Agency Coordinators and Independent Agents.About the RoleThe Agency...


  • Chicago, Illinois, United States WestPoint Financial Group Full time

    Company OverviewAt WestPoint Financial Group, we strive to provide creative results while educating and empowering clients to make decisions that will help them realize their dreams and goals. Our financial advisors implement wealth management solutions, as well as investment, retirement and risk management strategies designed to provide long-term financial...


  • Chicago, Illinois, United States Midwestern Electric, LLC. Full time

    Job Title: Financial Transaction CoordinatorEstimated Salary: $65,000 - $85,000 per yearWe are seeking an experienced Financial Transaction Coordinator to join our team at Midwestern Electric, LLC. The successful candidate will be responsible for managing the full cycle financial transactions, including invoice processing, expense reports, and vendor...


  • Chicago, Illinois, United States National Financial Partners Full time

    **Job Summary**We are seeking a highly skilled Business Operations Coordinator to support our Relationship Manager in scheduling and coordinating activities and initiatives that facilitate the new policy and client service processes at National Financial Partners.As a key member of our team, you will be responsible for providing superior client service by...