Financial Services Representative
3 days ago
At Western & Southern Life, we are seeking a highly motivated and results-driven Financial Representative to join our team. As a Financial Representative, you will play a critical role in meeting the financial needs of our middle-income clients by providing them with tailored solutions for risk protection, financial security, and wealth creation.
Key Responsibilities:- Identify and develop targeted marketing plans to reach middle-market clients.
- Prospect and network with potential clients to build relationships and identify new business opportunities.
- Conduct sales, conservation, and service appointments with clients to provide them with personalized financial solutions.
- Develop and implement effective sales and marketing strategies to achieve business goals.
- Build and maintain strong relationships with clients to ensure their evolving financial needs are being met.
- Stay up-to-date with industry trends and developments to provide clients with the best possible advice.
- High level of integrity and strong work ethic.
- Excellent interpersonal, relationship, and influence skills.
- Effective communication skills, including listening, speaking, and writing.
- Ability to analyze client needs and provide tailored solutions.
- Strong analytical and problem-solving skills.
- Ability to work independently and as part of a team.
- College degree or equivalent.
- State Life and Health license.
- FINRA SIE, Series 6, and Series 63 certifications.
- Competitive compensation and benefits package.
- Opportunities for professional growth and development.
- Collaborative and dynamic work environment.
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Financial Services Representative
3 days ago
Wayne, Pennsylvania, United States Western & Southern Life Full timeJob Title: Financial RepresentativeAt Western & Southern Life, we are seeking a highly motivated and results-driven Financial Representative to join our team. As a Financial Representative, you will play a critical role in meeting the financial needs of our middle-income clients by providing them with tailored solutions for risk protection, financial...
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Financial Services Representative
3 weeks ago
Wayne, Pennsylvania, United States Western & Southern Life Full timeJob Title: Financial RepresentativeAt Western & Southern Life, we are seeking a highly motivated and results-driven Financial Representative to join our team. 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
2 days ago
Wayne, Pennsylvania, United States Western & Southern Life Full timeJob Title: Financial RepresentativeAt Western & Southern Life, we are seeking a highly motivated and results-driven Financial Representative to join our team. As a Financial Representative, you will play a critical role in meeting the financial needs of our middle-income clients by providing them with tailored solutions for risk protection, financial...
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Financial Services Representative
3 days ago
Wayne, Pennsylvania, United States Stephen Diorio - State Farm Agent Full timeAbout UsAt Stephen Diorio State Farm, we are dedicated to providing exceptional customer service and comprehensive insurance solutions to our valued clients. As a trusted partner in our customers' lives, we offer a diverse range of insurance and financial products to help them protect what matters most.Role and ResponsibilitiesAs a Sales Representative with...
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Financial Reporting Specialist
4 weeks ago
Wayne, Pennsylvania, United States Lincoln Financial Services Full timeAbout the RoleThis position plays a critical role in supporting the company's financial reporting needs by preparing, analyzing, and reporting on financial statements and supporting schedules according to accounting and reporting calendars.Key ResponsibilitiesPrepare and analyze financial statements and supporting schedules for statutory accounting...
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Financial Reporting Specialist
2 days ago
Wayne, Pennsylvania, United States Lincoln Financial Services Full timeJob SummaryWe are seeking a highly skilled Financial Reporting Specialist to join our team. As a key member of our accounting team, you will be responsible for preparing, analyzing, and reporting on financial statements and supporting schedules according to accounting and reporting calendars.Key ResponsibilitiesPrepare and analyze financial statements and...
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Financial Services Representative
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Commercial Lines Sales Representative
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Customer Service Representative
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Insurance Supervisor
4 weeks ago
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Customer Service Representative
4 weeks ago
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Customer Service Representative
1 month ago
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Treasury Specialist
4 weeks ago
Wayne, Pennsylvania, United States Lincoln Financial Services Full timeAbout the RoleWe are seeking a highly skilled Treasury Specialist to join our team at Lincoln Financial Group. As a key member of our finance team, you will be responsible for performing and delivering on routine assignments/projects while leveraging and applying knowledge of your assigned area(s) of Treasury responsibility.Key ResponsibilitiesMaintain...
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Life Insurance Sales Professional
3 days ago
Wayne, Pennsylvania, United States Karlo Financial Full timeAbout Karlo FinancialKarlo Financial is a leading provider of comprehensive life insurance solutions, dedicated to helping individuals and families achieve financial security and peace of mind.Job SummaryWe are seeking a highly motivated and results-driven Remote Life Insurance Sales Representative to join our team. As a key member of our sales team, you...
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Customer Service Representative
1 month ago
Wayne, Pennsylvania, United States Stephen Diorio - State Farm Agent Full timeAbout the RoleWe are seeking a highly skilled and customer-focused Customer Service Representative to join our team at Stephen Diorio - State Farm Agent. As a key member of our team, you will play a vital role in delivering exceptional customer service and support to our clients.Key ResponsibilitiesCustomer Support: Provide prompt and personalized support to...
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Financial Services Internship Opportunity
1 month ago
Wayne, Pennsylvania, United States Waldron Private Wealth Full timeJob DescriptionWaldron Private Wealth is seeking a highly motivated and detail-oriented individual to join our team as a Wealth Management Intern. This role will provide a unique opportunity to gain hands-on experience in the wealth management industry and develop valuable skills in financial planning, investment management, and client relations.Key...
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Customer Service Representative
3 days ago
Wayne, Pennsylvania, United States RemX Full timeCustomer Service Representative OpportunityWe are seeking a highly skilled and customer-focused individual to join our team as a Customer Service Representative. As a key member of our customer service team, you will be responsible for providing exceptional service to our clients, resolving issues, and ensuring customer satisfaction.Responsibilities:Respond...
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Treasury Specialist
4 weeks ago
Wayne, Pennsylvania, United States Lincoln Financial Services Full timeAbout the RoleWe are seeking a highly skilled Treasury Specialist to join our team at Lincoln Financial Group. As a key member of our finance team, you will be responsible for performing and delivering on routine assignments/projects while leveraging and applying knowledge of your assigned area(s) of Treasury responsibility.Key ResponsibilitiesMaintain...