Insurance and Financial Services Coordinator
3 weeks ago
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
-
Financial Services Coordinator
2 weeks ago
Chicago, Illinois, United States WestPoint Financial Group Full timeCompany 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.
-
Financial Document Coordinator
1 week ago
Chicago, Illinois, United States Fay Financial Full timeFinancial 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...
-
Financial Services Leader
2 weeks ago
Chicago, Illinois, United States Discover Financial Services Full timeDiscover 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...
-
Financial Services Coordinator
1 week ago
Chicago, Illinois, United States WestPoint Financial Group Full timeCompany 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...
-
Financial Services Coordinator
1 week ago
Chicago, Illinois, United States DirectedLINK Full timeJob 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...
-
Financial Services Coordinator
2 weeks ago
Chicago, Illinois, United States Saint Xavier University Full timeOverviewSaint 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.
-
Financial Services Representative
2 weeks ago
Chicago, Illinois, United States OneMain Financial Full timeAbout 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,...
-
Financial Services Representative
2 weeks ago
Chicago, Illinois, United States OneMain Financial Full timeEmpowering 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...
-
Financial Services Representative
2 weeks ago
Chicago, Illinois, United States Symmetry Financial Group Full timeJob 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...
-
Financial Services Representative
2 weeks ago
Chicago, Illinois, United States OneMain Financial Full timeUnlock 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...
-
Insurance and Financial Services Professional
2 weeks ago
Chicago, Illinois, United States Cater Minnis - State Farm Agent Full timeJob 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...
-
Financial Services Analyst
1 week ago
Chicago, Illinois, United States BMO Financial Group Full timeJoin 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...
-
Insurance and Financial Services Representative
2 weeks ago
Chicago, Illinois, United States Alexis Zimmer - State Farm Agent Full timeRole 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...
-
Financial Services Specialist
2 weeks ago
Chicago, Illinois, United States BMO Financial Group Full timeAbout 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...
-
Financial Services Representative
4 weeks ago
Chicago, Illinois, United States OneMain Financial Full timeAbout 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...
-
Financial Services Representative
3 weeks ago
Chicago, Illinois, United States EA Agency Symmetry Financial Group Full timeEarn 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...
-
Insurance Agency Growth Leader
1 month ago
Chicago, Illinois, United States Combined Insurance Full timeJob 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...
-
Financial Services Specialist
2 weeks ago
Chicago, Illinois, United States WestPoint Financial Group Full timeCompany 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...
-
Financial Transaction Coordinator
2 weeks ago
Chicago, Illinois, United States Midwestern Electric, LLC. Full timeJob 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...
-
Business Operations Coordinator
4 weeks ago
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...