Financial Protection Advisor

3 weeks ago


Rancho Cucamonga, California, United States Adriana's Insurance Full time
Job Description

As a Life Insurance Agent at Adriana's Insurance, you will be responsible for:

  • Providing personalized life insurance solutions to meet the diverse needs of our clients
  • Developing and maintaining strong relationships with clients to ensure satisfaction and retention
  • Educating clients on the benefits and features of various life insurance products and handling any objections or questions they may have
  • Achieving sales and activity targets and contributing to the department's growth and success
  • Staying informed about industry trends and product knowledge to best serve clients

You will also be responsible for utilizing our systems and standard operating procedures correctly, taking initiative, and working well whether independently or as part of a team.



  • Rancho Cucamonga, California, United States iLink Business Management Full time

    Job SummaryiLink Business Management is looking for an experienced Payroll Assistant to join our team. As a key member of our finance department, you will be responsible for maintaining accurate payroll records, resolving discrepancies, and providing timely support to employees.Key ResponsibilitiesMaintain accurate payroll information by collecting,...


  • Rancho Cucamonga, California, United States Bank of America Full time

    Responsibilities and RequirementsProcess client transactions, including cash and mobile banking services.Engage clients in the lobby to educate and assist with conducting transactions.Develop and maintain relationships with clients to understand their financial and life priorities.To succeed in this role, you will need:High School Diploma / GED / Secondary...


  • Rancho Cucamonga, California, United States CVB Financial Corp Full time

    About CVB Financial CorpCVB Financial Corp is a dynamic organization dedicated to delivering innovative solutions in the field of IT infrastructure. Our team of experts is passionate about designing and implementing cutting-edge technologies that drive business success.Job SummaryWe are seeking an experienced IT Infrastructure Architect to join our team. As...


  • Rancho Cucamonga, California, United States iLink Business Management Full time

    Job SummaryWe are seeking a highly skilled Payroll Assistant to join our team at iLink Business Management. The successful candidate will be responsible for maintaining payroll information, resolving discrepancies, and providing payroll-related support to employees.The ideal candidate will have excellent analytical skills, attention to detail, and the...


  • Rancho Cucamonga, California, United States iLink Business Management Full time

    About the RoleiLink Business Management is seeking a highly skilled Payroll Assistant to join our team. In this role, you will be responsible for maintaining accurate payroll records, resolving discrepancies, and providing timely support to employees.ResponsibilitiesMaintaining accurate payroll informationResolving payroll discrepanciesProviding timely...


  • Rancho Cucamonga, California, United States CVS Health Full time

    {"Job Summary": "At CVS Health, we understand the critical role pharmacists play in delivering exceptional patient care and transforming healthcare. As a Staff Pharmacist, you will be at the forefront of delivering our purpose, modeling our values, and demonstrating genuine, authentic care for our patients. Your expertise and passion for pharmacy practice...


  • Rancho Cucamonga, California, United States SIMPLE SOLUTIONS PSYCHOTHERAPY Full time

    Key ResponsibilitiesCalendar Management: Schedule appointments, meetings, public appearances, and travel itineraries with precision and attention to detail.Communication Management: Handle phone calls, emails, and correspondence with professionalism and discretion.Travel Coordination: Book flights, accommodation, and transportation for domestic and...


  • Rancho Cordova, California, United States THE FINANCIAL CENTER Full time

    Job OverviewThe Financial Center, LLC is seeking an experienced Insurance Sales Producer to join our team. This role is responsible for expanding the company's book of business by selling various types of insurance policies to new and existing clients.Key Responsibilities:Presents and sells insurance policies to new and existing clients.Develops and...


  • Rancho Cordova, California, United States THE FINANCIAL CENTER Full time

    About the RoleAs an Insurance Sales Producer, you will be responsible for developing and maintaining relationships with clients, identifying their insurance needs, and providing tailored solutions to protect their lifestyle. Your primary goal will be to increase revenue and contribute to the growth of The Financial Center, LLC.Key responsibilities...


  • Rancho Cordova, California, United States THE FINANCIAL CENTER Full time

    We are seeking a skilled Insurance Sales Producer to expand our business through the sale of various insurance policies. This role requires exceptional negotiation skills and the ability to build rapport with clients.Job RequirementsSell insurance policies to new and existing clientsDevelop tailored plans based on client needsResolve client inquiries and...


  • Rancho Cordova, California, United States Metal Mart Full time

    Job DescriptionWe are seeking a highly skilled Metal Mart Store Director to lead our store team and drive business success. As the store leader, you will oversee daily operations, manage the store's performance, and ensure exceptional customer service.Key Responsibilities:Lead the store team, driving employee development and performance.Develop and implement...


  • Rancho Cordova, California, United States Examworks Group, Inc. Full time

    We are seeking a skilled and detail-oriented Medical Records Coordinator to join our team at ExamWorks Group, Inc. in Rancho Cordova, CA.About the RoleThis full-time position involves sorting and maintaining electronic and hard copies of charts and medical report forms. As a Medical Records Coordinator, you will finalize completed charts by confirming all...


  • Rancho Cordova, California, United States Examworks Group, Inc. Full time

    Job Title: Medical Records CoordinatorThe ExamWorks Group, Inc. is seeking a highly skilled Medical Records Coordinator to join our team in Rancho Cordova, CA.About the Role:This role involves gathering and preparing examinee charts for use. Responsibilities include sorting records, creating cover letters, updating client lists, and maintaining efficient...


  • Rancho Cordova, California, United States Examworks Group, Inc. Full time

    About the RoleWe are seeking a highly organized and detail-oriented Medical Records Coordinator to join our team at Examworks Group, Inc. in Rancho Cordova, CA.Key Responsibilities:Gather and prepare examinee charts for examinations and depositions purposes.Responsible for sorting and maintaining electronic and/or hard copies of charts and/or medical report...


  • Rancho Cordova, California, United States OneStaffMedical Full time

    Travel Registered Nurse RN Home Health OpportunityThe Travel Registered Nurse RN Home Health position at OneStaffMedical offers a chance to provide vital patient care in diverse settings across the country.This role requires strong communication skills and attention to detail to deliver high-quality patient care. As part of our nationally-recognized staffing...


  • Rancho Cordova, California, United States Matrix Providers, Inc. Full time

    About Matrix Providers, Inc.We are a veteran-owned company dedicated to providing healthcare services to our nation's heroes. Our team of compassionate professionals is committed to delivering high-quality care and support to those who have served our country.Role OverviewWe are seeking a skilled Civilian Traumatic Brain Injury Physician (MD/DO),...


  • Rancho Cordova, California, United States Synergy Medical Staffing Full time

    Synergy Medical Staffing is a leading medical staffing company with over 12 years of experience in the industry.We understand the needs of our clients and job seekers, which is why we offer a wide range of medical travel opportunities.Job DetailsSpecialty: Occupational TherapistDiscipline: TherapyLocation: Cordova, AlaskaThis opportunity offers the chance to...


  • Rancho Santa Margarita, California, United States MemorialCare Full time

    MemorialCare Medical Group values its employees and strives to create a positive and supportive work environment. As a full-time Family Medicine Physician, you will join our team of dedicated healthcare professionals at our Rancho Mission Viejo clinic.Job OverviewThis employment opportunity with MemorialCare Medical Group offers a stable and supportive...


  • Rancho Cucamonga, United States Disability Solutions Full time

    Job Description:The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC, Safe Act/Loan Originators and FINRA.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible...

  • Service Advisor

    1 week ago


    Rio Rancho, United States E.A. Buck Financial Services Full time

    Service AdvisorDo you have superior customer service skills and a great work ethic that you want to contribute to an established and continually growing office? EA Buck Financial Services in Rio Rancho, NM is looking for a strong, detail-oriented Service Advisor to assist with various industry specific tasks to help ensure the office runs efficiently. Our...

  • Service Advisor

    1 week ago


    Rio Rancho, United States E.A. Buck Financial Services Full time

    Service AdvisorDo you have superior customer service skills and a great work ethic that you want to contribute to an established and continually growing office? EA Buck Financial Services in Rio Rancho, NM is looking for a strong, detail-oriented Service Advisor to assist with various industry specific tasks to help ensure the office runs efficiently. Our...

  • Technical Advisor

    1 month ago


    Rancho Cucamonga, United States Puratos Full time

    The Technical Advisor creates inspiring finished goods for a wide range of customers and develops business through customer trainings while working in tandem with more senior technical advisors to delight customers.Primary Responsibilities Plans and executes national trainings for Puratos employees. Understands the needs of the stakeholders and focuses the...

  • Technical Advisor

    1 week ago


    Rancho Cucamonga, United States Puratos Full time

    Functional Area: Technical Demonstrator Job Location: USA - Rancho Cucamonga (CA) Country/Region: United States Who are you?: Professionals Permanent/Temporary: Permanent Working time: Full Time Req ID: 32906 Information at a Glance Share this job:How to edit the 'Share this job' part Go to https://www.addtoany.com/buttons/for/website Click on...


  • Rio Rancho, New Mexico, United States E.A. Buck Financial Services Full time

    Job OverviewE.A. Buck Financial Services is seeking a detail-oriented and customer-focused Service Advisor to assist with various industry-specific tasks, ensuring the office runs efficiently.Key ResponsibilitiesPrivate Wealth Management:Maintain required licenses to act as a PWM at E.A. Buck in good standing.Avoid all rules/regs of contracted carriers, RIA,...


  • Rancho Cucamonga, United States Home Depot Full time

    Home Depot - JobID: 7A72C54FDB584283B1F79D07FB1928DA [Loss Prevention / Security] As an Asset Protection Specialist at Home Depot, you'll: Prevent financial loss caused by theft and fraud; Support safety and environmental program compliance in your assigned store/multiple stores; Identify incidents of theft and fraud, review CCTV and exception reports,...


  • Rancho Santa Fe, United States Bank of America Full time

    Merrill Financial Solutions Advisor - San Diego Market Carlsbad, California;San Diego, California; Rancho Santa Fe, California; La Jolla, California; San Diego, California; Rancho Santa Fe, California; San Diego, California Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and...


  • Rancho Cucamonga, United States Gentex Corporation Full time

    Job Type Full-time Description GENTEX AT A GLANCE: At Gentex Corporation, we've created an environment where great ideas and great people can thrive. Leveraging a history that spans over 130 years, Gentex is a global leader in personal protection and situational awareness solutions for defense forces, emergency responders, and industrial personnel operating...


  • Rancho Cucamonga, United States Disability Solutions Full time

    Fragrance & Beauty Advisor, Victoria Gardens At CHANEL , we are focused on creating an inclusive culture that nurtures personal growth, contributing to collective progress. We believe the uniqueness of each individual increases the diversity, complementarity, and effectiveness of our teams. We strongly encourage your application, as we value the...


  • Rio Rancho, United States Aaron's Full time

    **Customer Accounts Advisor** Aarons Customer Account Advisors serve as coaches to our customer, driving payment collections and lease agreement renewals by understanding lease agreement benefits and ensuring customers are 100% satisfied with the product. As a Customer Account Advisor, you will build relationships with our customers over the phone and...


  • Rio Rancho, United States Aaron's Full time

    The salary range for this role is $13.75 to $14.50. This position is also eligible for incentive pay based on performance. Customer Accounts Advisor Aaron’s Customer Account Advisors serve as coaches to our customer, driving payment collections and lease agreement renewals by understanding lease agreement benefits and ensuring customers are 100%...

  • Branch Manager

    2 weeks ago


    Rancho Cucamonga, United States Madison Professional Group- Financial Advisory Recruiters Full time

    Our client is a national broker-dealer, well known for their exceptional focus on the client services and employee experience. They are searching for a Branch Leader in Rancho Cucamonga, California. The Branch Leader role is centered around supporting the Branch Manager in building and leading a high-performing sales team while developing service associates...

  • Branch Manager

    2 weeks ago


    Rancho Cucamonga, United States Madison Professional Group- Financial Advisory Recruiters Full time

    Our client is a national broker-dealer, well known for their exceptional focus on the client services and employee experience. They are searching for a Branch Leader in Rancho Cucamonga, California. The Branch Leader role is centered around supporting the Branch Manager in building and leading a high-performing sales team while developing service associates...


  • Rio rancho, United States Aarons Full time

    The salary range for this role is $13.75 to $14.50. This position is also eligible for incentive pay based on performance.Customer Accounts AdvisorAarons Customer Account Advisors serve as coaches to our customer, driving payment collections and lease agreement renewals by understanding lease agreement benefits and ensuring customers are 100% satisfied with...


  • Rio Rancho, United States Aaron's Full time

    The salary range for this role is $13.75 to $14.50. This position is also eligible for incentive pay based on performance. Customer Accounts Advisor Aarons Customer Account Advisors serve as coaches to our customer, driving payment collections and lease agreement renewals by understanding lease agreement benefits and ensuring customers are 100% satisfied...


  • Rancho Cordova, United States Bank of America Full time

    Credit Solutions Advisor - Cordova Village Rancho Cordova, California **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of...


  • Rancho Cucamonga, United States Madison Professional Group- Financial Advisory Recruiters Full time

    Our client, a nationally recognized broker-dealer renowned for their exceptional client service and commitment to employee satisfaction, is seeking a Assistant Branch Manager for their location in Rancho Cucamonga, California. This pivotal role focuses on supporting the Branch Manager in cultivating a high-performing sales team while fostering the...


  • Rancho Cucamonga, United States Madison Professional Group- Financial Advisory Recruiters Full time

    Our client, a nationally recognized broker-dealer renowned for their exceptional client service and commitment to employee satisfaction, is seeking a Assistant Branch Manager for their location in Rancho Cucamonga, California. This pivotal role focuses on supporting the Branch Manager in cultivating a high-performing sales team while fostering the...


  • Rio Rancho, New Mexico, United States E.A. Buck Financial Services Full time

    E.A. Buck Financial Services is a company that values its employees and provides a range of benefits and opportunities for growth and development.We are seeking a highly skilled Service Advisor to join our team, who will be responsible for managing client relationships, providing exceptional client service, and supporting the financial advisors in their...