Financial Services Professional
2 weeks ago
The Financial Representative role at Western & Southern Life is a dynamic position that requires a strong understanding of financial products and services. As a key member of our team, you will be responsible for meeting the needs of middle-income clients by providing tailored solutions for risk protection, financial security, and wealth creation.
Key Responsibilities:
1. Identify market opportunities and develop effective marketing strategies to reach middle-market clients.
2. Network and prospect for new clients, building relationships and identifying qualified leads.
3. Conduct appointments with clients to analyze their needs and provide personalized solutions.
4. Effectively sell insurance and investment products, ensuring clients' evolving financial needs are met.
5. Maintain accurate records and payments, ensuring timely and efficient service delivery.
6. Engage in continuous professional development to enhance skills and knowledge, staying up-to-date with industry trends and best practices.
Requirements:
1. High level of integrity and strong work ethic, with a willingness to work flexible hours, including evenings and weekends.
2. Excellent interpersonal, relationship, and influence skills, with effective communication and listening abilities.
3. Ability to analyze client needs, understand financial products, and sell tailored solutions.
4. Strong analytical and problem-solving skills, with the ability to work independently and as part of a team.
5. Educational Requirements: Minimum high school diploma or equivalent; college degree preferred.
6. Computer skills and knowledge of hardware and software, including word processing and spreadsheet applications.
7. Certifications and Licenses: Obtain and hold State Life and Health license prior to hire, and FINRA SIE, Series 6, and Series 63 within one year of employment.
What We Offer:
Western & Southern Life is committed to providing a supportive and dynamic work environment, with opportunities for professional growth and development. If you are a motivated and client-focused individual with a passion for financial services, we encourage you to apply for this exciting opportunity.
-
Financial Services Representative
2 weeks ago
Merrillville, Indiana, United States Western & Southern Life Full timeJob Title: Financial RepresentativeAbout the Role:The Financial Representative is a key member of our team at Western & Southern Life, responsible for meeting the financial needs of our middle-income clients. This role requires a strong understanding of financial products and services, as well as excellent communication and interpersonal skills.Key...
-
Financial Services Manager
1 month ago
Merrillville, Indiana, United States Southlake Auto Group Full timeJob Title: Finance ManagerSouthlake Auto Group is seeking an experienced F&I Manager to join our team. As a key member of our finance team, you will be responsible for managing the financial transactions of vehicle purchases, working with lenders to obtain bank approvals, and producing financial paperwork.Responsibilities:Work directly with the sales team...
-
Automotive Financial Services Manager
17 hours ago
Merrillville, Indiana, United States Southlake Auto Group Full timeWe are seeking an experienced F&I Manager to join our team at Southlake Auto Group. The ideal candidate will have a strong background in automotive finance and a passion for delivering exceptional customer service.About the RoleThe F&I Manager will be responsible for managing the financial transaction of the vehicle buying experience for each customer of the...
-
Merrill Financial Solutions Advisor
3 days ago
Merrillville, Indiana, United States Bank of America Full timeJob DescriptionMerrill Financial Solutions Advisors work with high-net worth clients to identify their needs, develop relationships, and provide investment recommendations that align with their goals.Key Responsibilities:Leverage technology to achieve business growth goalsProfile activities to determine a client's investor profile and financial resource...
-
Tax Professional
2 months ago
Merrillville, Indiana, United States Swartz Retson & Co., P.C. Full timeJob DescriptionFor over 100 years, Swartz Retson & Co., P.C., a full-service, progressive CPA firm, and the largest accounting firm in Northwest Indiana, has been providing timely, professional, and ethical financial services to businesses and individuals throughout the region.We are currently seeking a motivated self-starter with years of public accounting...
-
Financial Solutions Advisor
3 days ago
Merrillville, Indiana, United States Bank of America Full timeJob Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our team of experienced financial advisors helps clients pursue their financial goals through personalized advice and guidance.We believe trust comes from transparency. Our...
-
Financial Analyst
4 weeks ago
Merrillville, Indiana, United States TRADEBE Full timeJob Title: Financial AnalystThis is a Hybrid position based in our Merrillville, IN office that will require 35% travel to our Saraland, AL location.The OpportunityAs a Finance Business Partner with Tradebe, you will partner with business operations to design and prepare various financial and budget analyses in the areas of profit planning, capital...
-
Financial Crimes Investigator
1 month ago
Merrillville, Indiana, United States Centier Bank Full timeJob SummaryCentier Bank is seeking a skilled Fraud Investigator to join our team. As a key member of our Deposit and Retail Operations, you will work closely with our loss prevention, fraud, and security investigations to identify and deter fraud against the Bank.Key ResponsibilitiesConduct in-depth research of complex situations to identify potential...
-
Customer Service Representative
4 weeks ago
Merrillville, Indiana, United States Members Source CU Full timeJob OpportunityMembers Source Credit Union is seeking a highly skilled and customer-focused Member Service Representative to join our team. This role is ideal for individuals who possess excellent communication skills, a strong work ethic, and a passion for delivering exceptional member service.Key ResponsibilitiesProvide top-notch customer service to...
-
Travel Insurance Sales Professional
4 days ago
Merrillville, Indiana, United States The Auto Club Group Full timeJob Summary:The Auto Club Group is seeking a highly skilled Sales and Service Representative to join our team. As a Sales and Service Representative, you will be responsible for generating new sales, retaining existing members, and growing our overall book of business through our multiple product offerings.Key Responsibilities:Use sales techniques and strong...
-
Direct Support Professional
4 weeks ago
Merrillville, Indiana, United States AccessAbilities Full timeAbout AccessAbilitiesAt AccessAbilities, we strive to provide top-tier care and foster an inclusive environment for individuals with developmental disabilities. Our commitment to excellence is evident in our comprehensive service offerings, which cater to individuals of all ages and abilities.Job SummaryWe are seeking a Direct Support Professional to join...
-
Direct Support Professional
2 weeks ago
Merrillville, Indiana, United States AccessAbilities Full timeAbout the RoleWe are seeking a dedicated and compassionate Direct Support Professional to join our team at AccessAbilities. As a Direct Support Professional, you will play a vital role in supporting individuals with developmental disabilities to live their best lives and achieve their goals.Key ResponsibilitiesMentor individuals to develop independent living...
-
Music Therapist
4 days ago
Merrillville, Indiana, United States Sevita Full timeMentor Community Services, a part of the Sevita family, provides community-based services for individuals with intellectual and developmental disabilities. Our mission is to empower every person to live well and have a fulfilling career. As a Music Therapist, you will join a mission-driven team and create meaningful relationships that motivate us every...
-
Assistant Store Manager
2 weeks ago
Merrillville, Indiana, United States Community Choice Financial Family of Brands Full timeAbout the RoleWe are seeking a highly skilled and experienced Assistant Store Manager to join our team at Community Choice Financial Family of Brands. As a key member of our store operations team, you will play a critical role in ensuring the success of our stores and delivering exceptional customer experiences.Key ResponsibilitiesTrain, coach, and supervise...
-
Customer Service Liaison
1 week ago
Merrillville, Indiana, United States State Farm Insurance Full timeJob SummaryAs a Customer Relations Representative at State Farm Insurance, you will play a vital role in delivering exceptional customer experiences. Your primary responsibility will be to assist customers with their insurance needs, providing personalized support and guidance throughout the policy lifecycle.Key Responsibilities Assist customers with policy...
-
Customer Service Representative
2 weeks ago
Merrillville, Indiana, United States Methodist Hospitals Full timeJob SummaryWe are seeking a highly skilled and detail-oriented Customer Service Representative to join our team at Methodist Hospitals. As a key member of our healthcare team, you will be responsible for providing exceptional patient care and administrative support to our physicians and staff.Key ResponsibilitiesRegister patients by obtaining demographics,...
-
Customer Service Registration Specialist
2 weeks ago
Merrillville, Indiana, United States Methodist Hospitals Full timeJob SummaryWe are seeking a highly organized and detail-oriented Customer Service Registration Specialist to join our team at Methodist Hospitals. In this role, you will be responsible for ensuring that patient demographic and financial information is accurately entered into our system, and that all necessary documents are obtained and processed in a timely...
-
Urology Patient Service Representative
2 weeks ago
Merrillville, Indiana, United States UroPartners LLC. Full timeJob Title: Patient Service RepresentativeAt UroPartners LLC., we are seeking a highly skilled and detail-oriented Patient Service Representative to join our team. As a key member of our front office staff, you will be responsible for providing exceptional customer service to our patients and ensuring a seamless experience from registration to checkout.Key...
-
Retail Customer Service Representative
4 weeks ago
Merrillville, Indiana, United States Sam's Club Full timeJob SummaryWe are seeking a highly motivated and customer-focused Retail Customer Service Associate to join our team at Sam's Club. As a key member of our front-end team, you will play a vital role in providing exceptional service to our members, ensuring a positive shopping experience, and driving sales growth.Key ResponsibilitiesProvide exceptional...
-
Patient Advocate
4 weeks ago
Merrillville, Indiana, United States Elevate Patient Financial Solutions Full timeJob SummaryThe Patient Advocate role at Elevate Patient Financial Solutions is a dynamic opportunity to make a positive impact on the lives of uninsured hospital patients. As a liaison between patients, hospitals, and government agencies, you will play a critical role in connecting patients to programs that cover their medical expenses.Key...