Financial Services Representative

4 weeks ago


Dayton, Ohio, United States Symmetry Financial Group -Simple Solutions Financial Services LL Full time
About the Role

We are seeking highly motivated and independent individuals to join our Mortgage Protection team at Simple Solutions Financial Services. As a key member of our team, you will play a crucial role in helping American families protect their largest asset: the ability to make an income.

Our team members enjoy a competitive edge in the industry thanks to our proven system, which includes extraordinary mentorship, training, and support. This allows our agents to succeed and grow in their careers.

Key Responsibilities
  • Setting Appointments: 6-8 hours per week: scheduling meetings with potential clients to discuss their mortgage protection coverage.
  • Research: 4-5 hours per week: customizing options to meet clients' financial needs in the case of a death or disability.
  • Meeting with Families: 2 days per week: presenting options, discussing details, and helping clients apply for coverage.
  • Administrative: 2 hours per week: following up with insurance carriers to facilitate client applications through underwriting.
Qualifications

We are looking for coachable, challenge-seeking, self-disciplined individuals with a growth mindset. A strong skill set is not the only requirement for this position.

Work-Life Balance

We offer a healthy balance of work and life, allowing you to maintain a fulfilling personal and professional life. Our work-from-home role is designed to provide flexibility and autonomy.

About Us

Simple Solutions Financial Services is a part of the fastest-growing insurance organization in the country. We have been recognized as one of the INC 5000's fastest-growing private companies and have been voted Top Company Culture by Entrepreneur Magazine.

We are committed to providing our agents with the tools and support they need to succeed. If you are a motivated and driven individual looking for a challenging and rewarding career, we invite you to apply.



  • Dayton, Ohio, United States Senior Resource Connection Full time

    Job SummaryWe are seeking a highly skilled and compassionate Financial Services Worker to join our team at Senior Resource Connection. As a representative payee, you will be responsible for managing the financial affairs of our clients who are unable to do so themselves.This is a full-time position that requires strong organizational and communication...


  • Dayton, Ohio, United States SeniorResourceConnection Full time

    Job Title: Financial Services WorkerAt Senior Resource Connection, we are seeking a highly skilled and compassionate Financial Services Worker to join our team. As a Financial Services Worker, you will play a vital role in ensuring the financial well-being of our clients, who are severely mentally disabled or APS senior clients.Key Responsibilities:Perform...


  • Dayton, Ohio, United States Prudential Financial Full time

    Unlock Your Potential as a Financial ProfessionalAt Prudential Financial, we're committed to helping individuals achieve their financial goals. As a Financial Professional, you'll play a key role in helping clients navigate the complexities of financial planning and investment management.Key Responsibilities:Develop and maintain relationships with clients to...


  • Dayton, Ohio, United States Prudential Financial Full time

    Unlock Your Potential as a Financial ProfessionalAt Prudential Financial, we're committed to helping individuals achieve their financial goals. As a Financial Professional, you'll play a key role in helping clients navigate the complexities of financial planning and investment management.Key Responsibilities:Develop and maintain relationships with clients to...


  • Dayton, Ohio, United States Voya Financial Advisors Inc Full time

    Financial Professional OpportunityVoya Financial Advisors, Inc. is seeking a skilled Financial Professional to join our team in the Dayton area. As a Financial Professional, you will work with plan sponsor relationships in the education market, focusing on 403(b)/457 enrollment, retirement, and investment strategies.Key ResponsibilitiesProspect, schedule,...


  • Dayton, Ohio, United States Wright-Patt Credit Union Full time

    {"title": "Financial Coach I", "description": "Deliver Exceptional Member ServiceThe Financial Coach I plays a critical role in building strong relationships with members and non-members, encouraging them to choose Wright-Patt Credit Union as their primary financial services provider. This involves proactively identifying and addressing members\u2019...


  • Dayton, Ohio, United States PNC Financial Services Group Full time

    Job SummaryPNC Financial Services Group is seeking a highly skilled Senior Financial Advisor to join our team. As a Senior Financial Advisor, you will be responsible for managing an assigned book of business and executing an advice and planning strategy focused on helping clients meet their savings, investing, and retirement goals.Key...


  • Dayton, Ohio, United States PNC Financial Services Group Full time

    Job DescriptionPNC Financial Services Group is seeking a highly skilled Senior Financial Advisor to join our team. As a Senior Financial Advisor, you will be responsible for managing an assigned book of business and executing an advice and planning strategy focused on helping clients meet their savings, investing, and retirement goals.You will work closely...


  • Dayton, Ohio, United States PNC Financial Services Group Full time

    Job DescriptionPNC Financial Services Group is seeking a highly skilled Senior Financial Advisor to join our team. As a Senior Financial Advisor, you will be responsible for managing an assigned book of business and executing an advice and planning strategy focused on helping clients meet their savings, investing, and retirement goals.You will work closely...


  • Dayton, Ohio, United States LivingChic Financial Full time

    Job DescriptionJob DescriptionJob Title: Financial Professional - Insurance SpecialistLocation: RemoteDescription: Are you looking for a career that offers unlimited earning potential and flexibility? Our company is built by entrepreneurs for those who have an entrepreneur's mindset. We believe in empowering individuals to achieve financial success and...


  • Dayton, Ohio, United States Creative Financial Staffing Full time

    Accounting Career Advancement OpportunityTake your accounting career to the next level with this exciting opportunity to join a powerhouse team in Dayton, OH. As a Staff Accountant, you will play a critical role in the financial operations, assisting the CFO and Senior Accountant with journal entries, balance sheet prep, and more.Key Responsibilities:Partner...


  • Dayton, Ohio, United States Creative Financial Staffing Full time

    Accountant OpportunityA leading service industry player on the north side of Dayton is seeking an experienced Accountant to join their established team.This role offers a unique blend of accounting and people skills, making it an ideal fit for those who enjoy both aspects of the profession.The successful candidate will play a key role in all facets of the...

  • Financial Analyst

    2 days ago


    Dayton, Ohio, United States Creative Financial Staffing Full time

    Cost Accountant Job DescriptionWe are seeking a highly skilled Cost Accountant to join our team at Creative Financial Staffing. As a key member of our organization, you will be responsible for managing cost accounting processes, conducting profitability analyses, and compiling budget and forecast documentation.Key Responsibilities:Develop and implement cost...

  • Financial Analyst

    2 weeks ago


    Dayton, Ohio, United States Creative Financial Staffing Full time

    Job Title: AccountantLocation: Dayton, OH (on-site)Salary Range: $55,000 - $65,000Job Responsibilities:Assist the Chief Financial Officer (CFO) and Senior Accountant with all financial operations, including journal entries and preparation of balance sheets.Collaborate with internal departments to gather, analyze, and interpret financial data, resolving...


  • Dayton, Ohio, United States Universal 1 Credit Union Full time

    Job OverviewAt Universal 1 Credit Union, we're committed to delivering exceptional member service and creating personal, community, and financial wellbeing. As a Member Service Representative, you'll play a vital role in ensuring our members feel valued and supported.Key Responsibilities:Deliver excellent member service, responding to inquiries and resolving...


  • Dayton, Ohio, United States Universal 1 Credit Union Full time

    Job SummaryAt Universal 1 Credit Union, we're seeking a highly skilled Member Service Representative to join our team. As a key member of our team, you will be responsible for delivering exceptional member service, ensuring our members feel valued and supported.Key Responsibilities:Provide personalized service to members, addressing their financial needs and...


  • Dayton, Ohio, United States Creative Financial Staffing Full time

    Senior Accountant Job DescriptionCreative Financial Staffing has partnered with a prominent industry leader to assist in the hiring of a Senior Accountant. The ideal candidate will have experience handling AR functions, month-end close responsibilities, and account reconciliations.Key Responsibilities:Assist with month-end close process, performing monthly...


  • Dayton, Ohio, United States Creative Financial Staffing Full time

    Senior Accountant Job DescriptionCreative Financial Staffing has partnered with a prominent industry leader to assist in the hiring of a Senior Accountant. The ideal candidate will have experience handling AR functions, month-end close responsibilities, and account reconciliations.Key Responsibilities:Assist with month-end close process, performing monthly...


  • Dayton, Ohio, United States Strand Hospitality Services Full time

    Job SummaryThe Guest Service Representative is a key member of our hotel team, responsible for providing exceptional customer service to our guests. This role requires a strong ability to communicate effectively, think critically, and work independently in a fast-paced environment.Key ResponsibilitiesProvide personalized service to guests, responding to...


  • Dayton, Ohio, United States Strand Hospitality Services Full time

    Job SummaryThe Guest Service Representative is responsible for providing exceptional customer service to guests during their hotel stay. This includes responding to guest requests, predicting and meeting their needs, and providing information and services at the front desk.Duties and ResponsibilitiesAnswer incoming telephone calls professionally and follow...