Current jobs related to Financial Services Professional - Saint Paul, Minnesota - Dan Reichert - State Farm Agent

  • Financial Services Representative

    3 weeks ago

    Saint Paul, Minnesota, United States Farm Bureau Financial Services Full time

    Company Overview:Farm Bureau Financial Services is a leading provider of financial solutions for individuals and families. Our team is committed to helping entrepreneurs build successful businesses in the insurance industry.Salary:$60,000 - $100,000 per yearJob Description:As an Insurance Sales Representative, you will be responsible for generating new...

  • Financial Services Professional

    3 weeks ago

    Saint Paul, Minnesota, United States Dan Reichert - State Farm Agent Full time

    Job Title: Financial Services ProfessionalAbout the Job:We are seeking a highly motivated and sales-driven individual to join our team as a Financial Services Professional. As a key member of our team, you will be responsible for providing exceptional customer service, building strong relationships with clients, and growing our agency through meaningful...

  • Financial Services Representative

    3 weeks ago

    Saint Paul, Minnesota, United States SMW Financial Credit Union Full time

    About the RoleWe are seeking an experienced and customer-focused individual to join our team as a Universal Banker/Teller. In this role, you will be responsible for providing exceptional customer service and financial support to our members, while also working to achieve sales and service targets.The ideal candidate will have excellent communication and...

  • Banking and Financial Professional

    3 days ago

    Saint Paul, Minnesota, United States SMW Financial Credit Union Full time

    About SMW Financial Credit UnionAt SMW Financial Credit Union, we believe that everyone deserves access to reliable and affordable financial services. That's why we were established in 1953 - to provide financial solutions to individuals and families in Anoka, Hennepin, Ramsey, and Washington counties in Minnesota.We pride ourselves on being a...

  • Financial Services Representative

    4 weeks ago

    Saint Paul, Minnesota, United States SMW Financial Credit Union Full time

    Job Description\As a Universal Banker/Teller at SMW Financial Credit Union, you will be responsible for providing exceptional customer service to our members. You will work on our teller line, assisting with financial transactions, opening accounts, and supporting the loan department as needed.\This role requires strong interpersonal skills, attention to...

  • Independent Financial Agent

    3 weeks ago

    Saint Paul, Minnesota, United States Farm Bureau Financial Services Full time

    Build a Successful BusinessFarm Bureau Financial Services is a dynamic organization that empowers entrepreneurial professionals to build successful businesses while making a positive impact in their community. As an Independent Financial Agent, you will have the opportunity to:Key BenefitsEarn a competitive income stream ranging from $70,000 - $90,000 per...

  • Financial Director

    4 days ago

    Saint Paul, Minnesota, United States Securian Financial Full time

    Company Overview:Securian Financial is a leading provider of insurance and financial products, serving the needs of individuals, businesses, and organizations. Our mission is to provide innovative solutions that help our customers achieve their financial goals.Job Description:This role will be a key member of our Affinity Solutions Division, working closely...

  • Financial Services Consultant

    7 hours ago

    Saint Paul, Minnesota, United States Farm Bureau Financial Services Full time

    Benefits and RewardsIndependence to run and control your own schedule and income.Competitive compensation package with opportunities for performance-based rewards.Investment in ongoing training and development to ensure success.A wide range of property/casualty, life insurance, and annuity products to meet client needs.

  • Financial Services Coordinator

    3 weeks ago

    Saint Peter, Minnesota, United States Ameriprise Financial Full time

    OverviewAmeriprise Financial is a leading provider of financial planning and investment advisory services. Our team is dedicated to helping individuals achieve their financial goals through personalized advice and guidance. As a Client Service Associate/Manager, you will play a critical role in supporting our financial advisors and their teams, ensuring the...

  • Financial Relationship Builder

    7 days ago

    Saint Paul, Minnesota, United States TRUSTONE FINANCIAL CREDIT UNION Full time

    Job SummaryAs a Member Experience Specialist at TruStone Financial Credit Union, you will play a critical role in delivering exceptional service and sales experiences to our members. This includes providing professional service and sales of deposit products, loan products, and convenient services, as well as processing various financial inquiries, account...

  • Entrepreneurial Insurance Professional

    3 weeks ago

    Saint Paul, Minnesota, United States Farm Bureau Financial Services Full time

    Company Overview:Farm Bureau Financial Services is a top-ranked insurance company that provides financial solutions for individuals and families. We are committed to helping entrepreneurs like you build successful businesses in the insurance industry.Salary:$80,000 - $120,000 per yearJob Description:In this role as Insurance Sales Representative, you will be...

  • Financial Services Associate

    7 hours ago

    Saint Peter, Minnesota, United States Ameriprise Financial Full time

    Job OverviewAmerica's financial advisor franchisee is looking for an exceptional client service associate/manager to support its fast-paced and friendly financial planning office. As a key member of the team, you will play a crucial role in ensuring seamless day-to-day operations and delivering unparalleled client experiences that set our practice apart.Key...

  • Financial Planning Professional

    3 weeks ago

    Saint Peter, Minnesota, United States Ameriprise Financial Full time

    Job OverviewA career opportunity exists for an ambitious and detail-oriented individual to join our team as an Associate Financial Advisor at Ameriprise Financial. This role is instrumental in creating a unique client experience that defines and differentiates our practice.Salary and BenefitsWe offer a competitive salary, estimated to be around...

  • Financial Services Director

    4 weeks ago

    Saint Paul, Minnesota, United States Jobot Full time

    Job Summary:This Financial Services Director position offers a unique opportunity to lead a team of professionals in providing exceptional tax services to clients.Key Responsibilities:Manage multiple projects simultaneouslyDevelop and implement tax strategies for clientsCollaborate with cross-functional teams to deliver comprehensive...

  • Financial Services Director

    3 weeks ago

    Saint Paul, Minnesota, United States Farmers Insurance of Minnesota - District Office Full time

    Job Opportunity:We are seeking a highly motivated and experienced District Life and Financial Services Manager to join our team at Farmers Insurance of Minnesota - District Office. As a key member of our team, you will be responsible for driving growth and revenue in our Life and Financial Services department through effective sales and marketing...

  • Financial Services Director

    5 days ago

    Saint Paul, Minnesota, United States Jobot Full time

    We help clients make informed decisions to achieve financial well-being by providing proactive, innovative, and value-driven CPA and advisory services. Our areas of expertise include audit and assurance, tax, succession planning, performance optimization, and M&A advisory.Job DescriptionAs a key member of our audit team, you will guide clients through...

  • Financial Services Leader

    4 weeks ago

    Saint Paul, Minnesota, United States Jobot Full time

    Job Title: Financial Services LeaderAt Jobot, we're seeking a highly skilled Audit Manager to lead our clients through complex financial landscapes. As an integral part of our team, you'll oversee non-public audits and reviews for clients in the construction and real estate industries, ensuring accuracy and compliance.The ideal candidate will possess 5+...

  • Financial Services Professional

    3 weeks ago

    Saint Cloud, Minnesota, United States Northwestern Mutual Full time

    About the RoleAre you passionate about helping people achieve their financial goals? Do you enjoy working in a collaborative environment where every individual is valued and respected?If so, consider joining our team as a Financial Planner at Northwestern Mutual. As a key member of our team, you will work closely with clients to understand their financial...

  • Financial Services Director

    3 weeks ago

    Saint Paul, Minnesota, United States Harrington Langer & Associates Full time

    Harrington Langer & Associates: A Leader in Public AccountingHarrington Langer & Associates is a respected firm in St. Paul, offering a wide range of accounting services to clients across various industries. We are committed to delivering exceptional results, building long-lasting relationships, and fostering a culture of excellence. As an Audit...

  • Financial Services Director

    5 days ago

    Saint Paul, Minnesota, United States Old National Bank Full time

    At Old National Bank, we believe that our people are our greatest asset. As a Banking Center Manager, you will play a vital role in shaping the future of our organization by leading a high-performing team that delivers exceptional results. Your primary responsibility will be to drive business growth, improve customer engagement, and maintain operational...

Financial Services Professional

3 weeks ago

Saint Paul, Minnesota, United States Dan Reichert - State Farm Agent Full time
About the Role

As a Financial Services Representative for Dan Reichert State Farm, you will play a vital role in our daily business operations and customer success. Your primary responsibility will be to grow our agency through meaningful client relationships and acting as a liaison between customer needs and agency departments.

We strive for excellence while providing proper coverage and protection for our customers. Our agency prides itself on going above and beyond with every customer interaction.

Responsibilities
  • Provide clients with financial planning and investment advice, ensuring they make informed decisions about their financial future.
  • Assist clients with portfolio management and asset allocation, helping them achieve their long-term financial goals.
  • Conduct regular financial reviews and recommend appropriate products, such as insurance policies and investments.
  • Maintain compliance with financial regulations, adhering to industry standards and guidelines.
  • Provide prompt, accurate, and friendly service to existing policyholders and the general public, responding to inquiries and resolving issues promptly.
Requirements
  • Strong listening, oral, and written communication skills, enabling effective interactions with clients and colleagues.
  • Initiative and self-reliance, making decisions on a timely basis and taking necessary actions without direction from others.
  • Goal-oriented mindset, highly motivated and resourceful to achieve results and meet customer service goals.
  • Ability to learn and apply product and customer knowledge to professionally service and assist in the marketing of State Farm products.
  • Problem-solving ability, applying conceptual and analytical thinking to break down complex problems and evaluate alternative solutions.
What We Offer
  • A competitive estimated salary of $60,000 - $80,000 per year, based on location and experience.
  • Ongoing training and development opportunities to enhance your skills and knowledge.
  • A dynamic and supportive work environment, promoting teamwork and collaboration.
  • Opportunities for career growth and advancement within the company.