Current jobs related to Financial Services Representative - Sacramento, California - Peter Schiro - State Farm Agent
-
Financial Services Representative
1 week ago
Sacramento, California, United States Primerica Financial Services - Lake Elsinore Full timePrimierca Financial Services - Lake Elsinore is seeking a motivated individual to join our team as a Financial Services Representative. As a representative, you will be responsible for marketing our services, assessing client financial needs, and educating them on our insurance and financial products.Key Responsibilities:Marketing our services to potential...
-
Financial Services Representative
3 days ago
Sacramento, California, United States Nova Financial Partners Full timeFinancial Services Career OverviewNova Financial Partners is seeking a highly motivated and dedicated individual to join our team as a Financial Services Professional. This role offers a unique opportunity to develop a successful career in the financial services industry.Key ResponsibilitiesAs a Financial Services Professional, you will be responsible for...
-
Financial Services Representative
4 weeks ago
Sacramento, California, United States Spieldenner Financial Group Full timeProtect Families, Grow with UsAt Spieldenner Financial Group, we empower mid-market families to safeguard their lifestyle and future. As a key member of our team, you'll help families navigate life's uncertainties and provide comprehensive protection solutions.Key Responsibilities:Identify and meet clients' needs through a proven processOffer...
-
Financial Services Representative
3 weeks ago
Sacramento, California, 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:...
-
Customer Service Representative
2 weeks ago
Sacramento, California, United States Symmetry Financial Group - Gary Uyemura Full timeAbout UsSymmetry Financial Group - Gary Uyemura is a leading provider of life insurance and financial services. We are committed to helping individuals and families achieve their financial goals through our innovative products and personalized service.Job DescriptionWe are seeking a highly motivated and disciplined individual to join our team as a Customer...
-
Financial Services Professional
4 weeks ago
Sacramento, California, United States Hariri Financial Partners Full timeUnlock Your Potential as a Financial Advisor at Hariri Financial PartnersAre you ready to take your career in the financial services industry to new heights? At Hariri Financial Partners, a distinguished member of the National Life Group, we are on the hunt for dynamic and motivated professionals to join our Financial Advisor Team.A Career That MattersYou...
-
Financial Services Professional
4 weeks ago
Sacramento, California, United States Hariri Financial Partners Full timeUnlock Your Potential as a Financial Advisor at Hariri Financial PartnersAre you ready to embark on a rewarding career in the financial services industry? At Hariri Financial Partners, a distinguished member of the National Life Group, we are seeking dynamic and motivated professionals to join our Financial Advisor Team. This role offers a unique opportunity...
-
Financial Services Professional
4 weeks ago
Sacramento, California, United States Hariri Financial Partners Full timeUnlock Your Potential as a Financial AdvisorElevate your career in the financial services industry with Hariri Financial Partners, a distinguished member of the National Life Group. We're seeking dynamic and motivated professionals to join our Financial Advisor Team.Why Choose Hariri Financial Partners?A Career That Matters: As a Financial Advisor, you'll...
-
Financial Representative
6 days ago
Sacramento, California, United States Fidelity TalentSource LLC Full timeJob Description:We are seeking a highly skilled Financial Representative to join our team at Fidelity Investments. As a key member of our branch, you will be responsible for providing exceptional client service and building strong relationships with our clients.The Expertise We re Looking For:We are looking for individuals with customer service, phone, or...
-
Financial Representative Trainee
4 weeks ago
Sacramento, California, United States Mutual of Omaha Full timeUnlock Your Potential as a Financial Representative TraineeJoin Mutual of Omaha, a leading provider of insurance and financial services, as a Financial Representative Trainee. This comprehensive program is designed to equip you with the skills and knowledge necessary to succeed in the financial services industry.What You'll Do:Participate in a structured...
-
Assistant Director, Financial Services
2 weeks ago
Sacramento, California, United States California Governor's Office of Emergency Services Full timeJob Title: Assistant Director, Financial ServicesCalifornia Governor's Office of Emergency Services (Cal OES) is seeking a highly skilled and experienced professional to serve as the Assistant Director, Financial Services. This key leadership position plays a critical role in supporting the agency's financial operations and ensuring compliance with complex...
-
Financial Services Career Opportunity
2 weeks ago
Sacramento, California, United States Nova Financial Partners Full timeAbout Nova Financial PartnersWe are a leading financial services company offering a unique opportunity for individuals to build a successful career in the financial industry.Job SummaryWe are seeking a highly motivated and ambitious individual to join our team as a Financial Services Professional. As a key member of our team, you will be responsible for...
-
Financial Representative Trainee
4 weeks ago
Sacramento, California, United States Mutual of Omaha Full timeFinancial Representative Trainee OpportunityJoin Mutual of Omaha as a Financial Representative Trainee and embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products.What We OfferA competitive hourly wage of $16/hour for up to 30 daysPromotion to a Financial...
-
Customer Service Representative
3 weeks ago
Sacramento, California, United States Community Choice Financial Family of Brands Full timeJob Title: Customer Service RepresentativeJob Summary:We are 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 customers, resolving issues, and promoting our financial solutions.Key...
-
Financial Representative
7 days ago
Sacramento, California, United States Fidelity TalentSource LLC Full timeJob Summary:We are seeking a skilled Financial Representative to join our team at Fidelity Investments. As a key member of our branch, you will be responsible for providing exceptional client service and building strong relationships with our clients. Your expertise in financial services will enable you to identify opportunities to deepen relationships and...
-
Financial Representative Trainee
3 weeks ago
Sacramento, California, United States Mutual of Omaha Full timeJoin 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...
-
Financial Representative Trainee
3 weeks ago
Sacramento, California, United States Mutual of Omaha Full timeJoin 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 team, you will be responsible for developing the skills and competencies necessary to excel in selling Individual Insurance products.Key Responsibilities:Participate...
-
Financial Representative Trainee
2 weeks ago
Sacramento, California, United States Mutual of Omaha Full timeFinancial Representative Trainee OpportunityAre you looking for a challenging and rewarding career in the financial services industry? We are seeking a highly motivated and results-driven Financial Representative Trainee to join our team.Key Responsibilities:Participate in a comprehensive training program to develop skills and competencies in selling...
-
Financial Representative Trainee
4 weeks ago
Sacramento, California, United States Mutual of Omaha Full timeJoin 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 team, you will play a critical role in developing the skills and competencies necessary to excel in selling Individual Insurance products.What We OfferA comprehensive...
-
Financial Representative Trainee
4 weeks ago
Sacramento, California, United States Mutual of Omaha Full timeFinancial Representative Trainee OpportunityJoin Mutual of Omaha as a Financial Representative Trainee and embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products.What We OfferA competitive hourly wage of $16/hour for up to 30 days.Promotion to a Financial...
Financial Services Representative
2 months ago
We are looking for a dynamic and professional individual to become a vital part of our agency. As a member of the team at Peter Schiro - State Farm Agent, you will focus on fostering and enhancing customer relationships within the community to promote a variety of State Farm offerings, including auto, home, and life insurance.
Key Responsibilities- Implement a customer-centric, needs-based review process to inform clients about various insurance solutions.
- Collaborate with the agent to set and achieve marketing objectives.
- Generate leads, arrange meetings, assess client needs, and promote suitable products and services.
- Competitive salary with commission and bonus opportunities
- Paid time off including vacation and personal/sick days
- Opportunities for professional growth and advancement within the agency
- Preferred experience in sales (outside sales, inside sales representative, retail sales associate, or telemarketing)
- Demonstrated success in achieving sales targets and quotas
- Passionate about the role that insurance and financial products play in helping individuals manage everyday risks, recover from unforeseen events, and achieve their aspirations
- Self-driven and motivated
- Detail-oriented with strong organizational skills
- Ability to deliver presentations to prospective clients
- Must be able to obtain a Property and Casualty license
- Must be able to obtain a Life and Health license