Financial Services Representative
2 weeks ago
We are seeking a highly motivated and results-driven Financial Services Representative to join our team at Western & Southern Life. As a Financial Services Representative, you will be responsible for meeting the financial needs of our clients by providing expert advice and guidance on insurance and investment solutions.
Key Responsibilities- Market Analysis and Planning: Identify market opportunities and develop effective marketing strategies to reach our target audience.
- Client Acquisition and Retention: Build relationships with clients, understand their financial needs, and provide tailored solutions to meet those needs.
- Product Knowledge and Sales: Develop a deep understanding of our insurance and investment products and effectively communicate their benefits to clients.
- Business Development: Identify new business opportunities and develop strategies to grow our client base.
- Community Engagement: Develop relationships with local business leaders and community organizations to build our brand and reputation.
- Education: High school diploma or equivalent; college degree preferred.
- License and Certifications: State Life and Health license, FINRA SIE, Series 6, and Series 63.
- Skills: Strong interpersonal and communication skills, ability to analyze client needs, and a strong work ethic.
- Competitive Compensation: A competitive salary and bonus structure.
- Opportunities for Growth: Opportunities for professional development and advancement within the company.
- Collaborative Environment: A collaborative and supportive work environment.
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Customer Service Representative
3 weeks ago
Akron, Ohio, United States PrideStaff Financial Full timeAbout the Role:PrideStaff Financial is seeking a highly skilled Customer Service Representative to join our team. As a Customer Service Representative, you will be the primary point of contact for our clients, providing exceptional customer service and support.Key Responsibilities:Provide timely and effective support to clients via phone, email, and chat,...
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Customer Service Representative
3 weeks ago
Akron, Ohio, United States PrideStaff Financial Full timeAbout the Role:PrideStaff Financial is seeking a highly skilled Customer Service Representative to join our team. As a Customer Service Representative, you will be the primary point of contact for our clients, providing exceptional customer service and support.Key Responsibilities:Provide timely and effective support to clients via phone, email, and chat,...
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Financial Services Representative
1 week ago
Akron, Ohio, United States Western & Southern Life Full timeJob Title: Financial RepresentativeWe are seeking a highly motivated and results-driven Financial Representative to join our team at Western & Southern Life. As a Financial Representative, you will play a critical role in meeting the financial needs of our middle-income clients by providing risk protection, financial security, and wealth creation...
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Financial Services Representative
4 days ago
Akron, Ohio, United States Western & Southern Life Full timeJob Title: Financial RepresentativeJob Summary:The Financial Representative is a key role at Western & Southern Life, responsible for meeting the financial needs of middle-income clients. This involves educating clients, analyzing their needs, and recommending tailored solutions in an ethical and client-focused manner.Responsibilities:Market Development:...
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Financial Services Representative
4 weeks ago
Akron, Ohio, United States TD Bank, N.A. Full timeJob Summary:The Financial Services Representative plays a vital role in delivering exceptional customer experiences at TD Bank, N.A. locations. They are responsible for completing various banking transactions accurately and providing expert advice to help customers achieve their financial goals.Key Responsibilities:Perform a wide range of tasks including...
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Financial Services Professional
1 week ago
Akron, Ohio, United States Prudential Financial Full timeUnlock Your Potential as a Financial ProfessionalAt Prudential Advisors, 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...
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Financial Services Professional
2 days ago
Akron, Ohio, United States Prudential Financial Full timeExciting Opportunity at Prudential FinancialPrudential Financial is seeking an experienced financial professional to join their team in the Akron area. As a Financial Services Professional, you will have the opportunity to work with existing clients, build a strong client base, and create client solutions without proprietary product sales requirements.Key...
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Financial Services Professional
1 week ago
Akron, Ohio, United States Prudential Financial Full timeUnlock Your Potential with Prudential FinancialPrudential Financial is seeking an experienced financial professional to join our team in the Akron area. As a Financial Advisor, you will have the opportunity to work with our existing client base, building strong relationships and providing tailored financial solutions.Key Responsibilities:Service existing...
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Customer Service Representative
4 weeks ago
Akron, Ohio, United States PrideStaff Financial Full timeJob Title: Customer Support Specialist at PrideStaff FinancialLocation: NationwideAbout the Company: PrideStaff Financial is a leading financial services company seeking a Customer Support Specialist to join their dynamic team.Description:Troubleshoot complex issues for clients, including account management, financial planning, and providing support for...
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Customer Service Representative
2 weeks ago
Akron, Ohio, United States PrideStaff Financial Full timeFinancial Support Specialist **Job Summary:** We are seeking a highly skilled Financial Support Specialist to join our team at PrideStaff Financial. As a key member of our customer service team, you will be responsible for providing exceptional support to our clients and customers. **Key Responsibilities:** * Provide timely and effective support to...
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Financial Professional
21 hours ago
Akron, Ohio, United States Prudential Financial Full timeUnlock Your Potential as a Financial ProfessionalAt Prudential Financial, we're committed to helping you achieve your career goals and make a meaningful impact in the lives of our clients. As a Financial Professional, you'll have the opportunity to work with a talented team of experts who share your passion for delivering exceptional service and building...
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Financial Professional
3 weeks ago
Akron, Ohio, United States Creative Financial Staffing Full timeFinancial Professional OpportunityAbout the CompanyCreative Financial Staffing is a leading provider of accounting services to the green industry and other service-based businesses. This is a great opportunity for a motivated and detail-oriented individual to join our team and make a difference in the green industry!ResponsibilitiesManage financial records...
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Financial Expert
12 hours ago
Akron, Ohio, United States Creative Financial Staffing Full timeAccounting Consultant Job DescriptionWe are seeking a skilled Accounting Consultant to provide expert guidance on accounting practices and financial strategies.Key Responsibilities:Analyze financial statements and accounting processes to identify areas for improvement.Provide advice on accounting standards, financial planning, and regulatory...
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Guest Services Representative
4 weeks ago
Akron, Ohio, United States Group Management Services Full timeGuest Services Representative Group Management Services is looking for a dedicated Guest Services Representative to join our team. In this position, you will play a crucial role in ensuring a positive experience for our guests by managing check-ins and check-outs, as well as addressing guest inquiries. What We Offer: Comprehensive dental coverageVision care...
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Guest Services Representative
4 weeks ago
Akron, Ohio, United States Group Management Services Full timeGuest Services Representative Group Management Services is currently in search of a dedicated Guest Services Representative to enhance our hospitality operations. In this role, you will be tasked with welcoming guests, managing check-ins and check-outs, and addressing guest inquiries. What We Offer: Comprehensive dental coverageVision care benefitsRetirement...
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Client Service Representative
3 weeks ago
Akron, Ohio, United States Family Community Services Full timeJob SummaryFamily Community Services is seeking a highly skilled Client Service Representative to join our team. As a Client Service Representative, you will serve as the primary point of contact for clients, family members, case managers, and funders. Your primary responsibility will be to ensure the successful operation of the client experience.Key...
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Financial Analyst
7 days ago
Akron, Ohio, United States Creative Financial Staffing Full timeTax Accountant OpportunityAbout the CompanyCreative Financial Staffing is seeking a skilled Tax Accountant to join their team. As a stable and secure company with a strong client base, we offer great benefits and a positive work environment.ResponsibilitiesPrepare and file tax documents accurately and efficientlyMeet with clients to discuss their financial...
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Financial Branch Leader
4 weeks ago
Akron, Ohio, United States Local Financial Institution Full timeJob OverviewA local financial institution is seeking a dedicated and capable professional to take on the role of Branch Manager. This position is ideal for an enthusiastic and approachable leader who thrives on building relationships, promoting services, and contributing positively to the community.We prioritize providing our employees with the benefits and...
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Financial Planning Specialist
4 weeks ago
Akron, Ohio, United States Sequoia Financial Group Full timeCompany OverviewSequoia Financial Group is a dynamic Registered Investment Advisor (RIA) based in Northeast Ohio, dedicated to providing exceptional financial planning and wealth management services. Our mission is clear: to enrich lives through our core values, which guide our actions and decisions. Core ValuesIntegrity: We prioritize the best interests of...
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Lead Financial Accountant
4 weeks ago
Akron, Ohio, United States Valmark Financial Group Full timeJob OverviewValmark Financial Group is seeking a meticulous and detail-oriented individual to fill the role of Lead Financial Accountant. This position requires a strong commitment to accuracy and a proactive approach to financial management. About Valmark Financial GroupAt Valmark, our workforce is the cornerstone of our sustained success. Our employees...