Financial Services Representative

1 day ago


Buffalo Grove, Illinois, United States Western & Southern Life Full time
Job Title: Financial Representative

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 clients by providing personalized financial solutions and exceptional customer service.

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 thorough needs analyses and recommend tailored financial solutions to clients.
  • Develop and maintain strong relationships with clients to ensure their evolving financial needs are met.
  • Stay up-to-date with industry trends and developments to continuously improve your skills and knowledge.
Requirements:
  • 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 understand financial products.
  • Ability to influence others to take needed action.
  • Personal drive and resilience to achieve goals.
  • Willingness to network and build relationships with new clients.
Education and Certifications:
  • Minimum high school diploma or equivalent; college degree preferred.
  • Working knowledge of word processing and spreadsheet applications.
  • Obtain and hold State Life and Health license prior to hire.
  • Obtain and hold the FINRA SIE, Series 6 and Series 63 within one year of employment.
Working Conditions:
  • Access to an automobile and ability to maintain a valid driver's license.

We offer a competitive compensation package and opportunities for professional growth and development. If you are a motivated and results-driven individual who is passionate about helping others achieve their financial goals, we encourage you to apply for this exciting opportunity.



  • Morton Grove, Illinois, United States Mae Trongkamsataya - State Farm Agent Full time

    Financial Account Representative RoleAs a Financial Account Representative with Mae Trongkamsataya - State Farm Agent, you will play a crucial role in marketing financial products that manage everyday risks. Your expertise in financial products will enable you to provide a sales-minded and consultative approach to educating customers on their financial...


  • Morton Grove, Illinois, United States Mae Trongkamsataya - State Farm Agent Full time

    Financial Account Representative RoleAs a Financial Account Representative with Mae Trongkamsataya - State Farm Agent, you will play a crucial role in marketing financial products that manage everyday risks. Your expertise in financial products will enable you to provide sales-minded and consultative approaches to educate customers on their financial...


  • Morton Grove, Illinois, United States Mae Trongkamsataya - State Farm Agent Full time

    Job OpportunityWe are seeking a highly motivated and sales-driven individual to join our team as a Financial Account Representative State Farm Agent Team Member. As a key member of our agency, you will play a crucial role in marketing and selling financial products that manage everyday risks.Key ResponsibilitiesUtilize a customer-focused approach to educate...


  • Elk Grove Village, Illinois, United States Bronson Kinkade Consulting Full time

    Unlock Your Earning PotentialAt Bronson Kinkade Consulting, we're seeking a skilled Financial Services Representative to join our team. As a key player in our expanding agency, you'll have the opportunity to excel in a dynamic, fully remote environment.Why Choose This Opportunity?In-Bound Leads Only: Focus on high-quality leads, eliminating cold calling and...


  • Downers Grove, Illinois, United States Andy Herrero - State Farm Agent Full time

    About UsThe Andy Herrero State Farm Agency is a reputable and customer-focused insurance agency, proudly affiliated with State Farm, one of the leading names in the industry. We have been dedicated to serving our community with comprehensive insurance and financial solutions for many years.Job DescriptionAs a Sales Representative, you will be at the...


  • Downers Grove, Illinois, United States Andy Herrero - State Farm Agent Full time

    About UsThe Andy Herrero State Farm Agency is a reputable and customer-focused insurance agency, proudly affiliated with State Farm, one of the leading names in the industry. With [number of years] years of dedication to serving our community, we have established ourselves as a trusted partner for comprehensive insurance and financial solutions.Job...


  • Buffalo Grove, Illinois, United States Circle K Stores, Inc. Full time

    Circle K Stores, Inc. is seeking a Customer Service Representative to join our team. As a Customer Service Representative, you will be responsible for providing excellent customer care, selling products, and working as part of a team to accomplish daily goals. Key responsibilities include greeting customers, running the register, and making purchase...


  • Morton Grove, Illinois, United States Mutual of Omaha Full time

    Unlock Your Potential as a Financial Representative TraineeAre you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We're seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success.What You'll Do:Participate in a comprehensive program...


  • Buffalo Grove, Illinois, United States Circle K Stores, Inc. Full time

    Customer Service Representative Job DescriptionWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As a key member of our sales team, you will be responsible for providing exceptional customer service, operating a cash register, and maintaining a clean and organized store environment.Key...


  • Downers Grove, Illinois, United States Bryan Solis - State Farm Agent Full time

    Customer Service RepresentativeWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As a key member of our team, you will play a vital role in providing exceptional customer service, addressing inquiries, and assisting with insurance policies.Key Responsibilities:Customer Support: Provide...


  • Buffalo Grove, Illinois, United States The Boyd Group Full time

    Job Title: Customer Service RepresentativeWe are seeking a highly skilled and customer-focused Customer Service Representative to join our team at The Boyd Group. As a key member of our Repair Facility Team, you will be responsible for providing exceptional customer service and ensuring seamless communication with customers and insurance companies.Key...


  • Morton Grove, Illinois, United States Mae Trongkamsataya - State Farm Agent Full time

    Job Opportunity: Financial Services Representative **About the Role** As a Financial Services Representative with Mae Trongkamsataya - State Farm Agent, you will play a crucial part in marketing and selling financial products that help customers manage everyday risks. Your in-depth knowledge of financial products will enable you to provide expert guidance...


  • Elk Grove Village, Illinois, United States Mutual of Omaha Full time

    Join Our Team as a Financial Representative TraineeWe are seeking a highly motivated and results-driven individual to join our team as a Financial Representative Trainee. As a key member of our sales team, you will be responsible for developing and implementing sales strategies to meet and exceed sales targets.Key Responsibilities:Participate in a...


  • Downers Grove, Illinois, United States Andy Herrero - State Farm Agent Full time

    About the RoleWe are seeking a highly motivated and customer-focused Sales Representative to join our team at Andy Herrero - State Farm Agent. As a Sales Representative, you will play a key role in helping our customers achieve their financial goals and protecting their assets.Key ResponsibilitiesIdentify and pursue new business opportunities through...


  • Buffalo Grove, Illinois, United States ExamOne, a Quest Diagnostics company Full time

    Job SummaryExamOne, a Quest Diagnostics company, is seeking a highly skilled and customer-focused Customer Service Representative to join our team. As a key member of our customer service team, you will be responsible for providing exceptional service to our clients, resolving customer inquiries and issues in a prompt and professional manner.Key...


  • Buffalo Grove, Illinois, United States Advocate Aurora Health Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented Patient Services Representative to join our team at Advocate Aurora Health. As a key member of our healthcare team, you will be responsible for providing exceptional patient care and administrative support to our patients and staff.Key ResponsibilitiesProvide efficient and high-quality service to...

  • Financial Advisor

    2 days ago


    Downers Grove, Illinois, United States Thrivent Financial Full time

    About the RoleWe are seeking a skilled Financial Advisor to join our team at Thrivent Financial. As a Financial Advisor, you will have the opportunity to make a meaningful impact in the lives of our clients by providing holistic, purpose-based financial advice.Key ResponsibilitiesBuild a financial practice guiding Christians on their journeys to financial...


  • Buffalo Grove, Illinois, United States Advocate Aurora Health Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented Patient Services Representative to join our team at Advocate Aurora Health. As a key member of our healthcare team, you will be responsible for providing exceptional patient care and administrative support to our patients and staff.Key ResponsibilitiesProvide efficient and high-quality service to...


  • Buffalo Grove, Illinois, United States Advocate Health Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented Patient Services Representative to join our team at Advocate Health. As a key member of our front office staff, you will be responsible for providing exceptional patient care and administrative support to our patients and healthcare team.Key ResponsibilitiesRegister patients accurately and...


  • Buffalo Grove, Illinois, United States The Boyd Group Full time

    About the RoleWe are seeking a highly skilled and customer-focused Customer Service Representative to join our team at Gerber Collision & Glass. As a key member of our Repair Facility Team, you will be responsible for providing exceptional customer service and ensuring a seamless experience for our clients.Key ResponsibilitiesManage working relationships...