Financial Services Representative
4 days ago
Company Description
Primerica is a premier financial services provider across North America, supported by over 2,800 corporate employees aiding 151,000 licensed independent representatives. Founded 48 years ago and listed on the New York Stock Exchange under the symbol "PRI," Primerica specializes in serving the financial needs of middle-income families by providing products such as term life insurance, mutual funds, annuities, and mortgages. The organization empowers entrepreneurial individuals to build their own financial services businesses. Headquartered in Duluth, GA, Primerica operates in the U.S., Canada, Puerto Rico, and Guam, with a commitment to helping families achieve financial security.
Role Description
This is a full-time, remote position for a Financial Services Representative located is in Indianapolis, IN. The Financial Services Representative will be responsible for offering financial guidance and products tailored to the needs of middle-income families. Daily tasks include reviewing clients' financial situations, assisting with financial planning, advising on investment opportunities, providing insurance solutions, and delivering exceptional customer service to build and maintain strong client relationships.
Qualifications
- Knowledge and experience in Finance, Financial Services, and Investments
- Understanding of Insurance products and services
- Strong Customer Service skills with an ability to build and maintain client relationships
- Excellent communication and interpersonal skills
- Ability to work in an on-site collaborative environment
- Licensing in relevant financial or insurance fields, or willingness to obtain these credentials
- Prior experience in financial planning or a related role is a plus
- Bachelor's degree in Finance, Business Administration, Economics, or a related field
-
Financial Services Representative
2 days ago
Chicago, Illinois, United States Wizehire Full timeAre you a driven, client-focused professional seeking career advancement and amazing income potential?Lakeshore Financial Group is seeking ambitious individuals to join our Chicago team as Financial Service Representatives. You'll build lasting client relationships, develop your expertise, and gain the flexibility to build a great career.Lakeshore Financial...
-
Financial Analyst
3 days ago
Chicago, Illinois, United States BMO Financial Group Full time320 S Canal Street Chicago Illinois,60606Analyzes, monitors and reports on the financial performance and condition of the business/function. Performs financial & business analysis in support of business solutions and business outcomes. Works across BMO to provide service and support the financial management activities of the business/portfolio and ensure...
-
Financial Services Professional
3 days ago
Chicago, Illinois, United States Bankers Life Full timeCompany DescriptionBankers Life is dedicated to addressing the insurance and investment needs of middle-income Americans approaching or in retirement. As part of CNO Financial Group, Inc., we provide insurance and wealth management solutions to protect the health and retirement needs of working and retired individuals. With over 250 offices nationwide and...
-
PMO Financial Reporting Analyst
3 days ago
Chicago, Illinois, United States BMO Financial Group Full time320 S Canal Street Chicago Illinois,60606This is a hybrid role requiring 1-3 days in the Chicago officeOverview:The PMO Financial Reporting Analyst acts as a key liaison for the Delivery Project Management team, ensuring accurate and consistent financial reporting across all projects. This role is responsible for:Financial Management: Maintaining and...
-
Client Services Representative
1 week ago
Chicago, Illinois, United States Interactive Brokers Full time $65,000 - $75,000Company OverviewInteractive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades, known for our cutting-edge technology and client commitment.IBKR affiliates provide global electronic...
-
Customer Service Representative
2 weeks ago
Chicago, Illinois, United States Chicago Passport and Visa Services Full timeJob SummaryWe are seeking a dynamic and customer-focused Customer Service Representative to join our team. In this role, you will serve as the primary point of contact for clients, providing exceptional support and ensuring a positive experience. The ideal candidate will possess excellent communication skills, be bilingual or multilingual, and have a strong...
-
Manager, Dedicated Client Services
1 day ago
Chicago, Illinois, United States BMO Financial Group Full time320 S Canal Street Chicago Illinois,60606Provides daily operational service support and ensures the delivery of exceptional client experiences. Resolves client problems in a prompt and effective manner, while ensuring that enhancement opportunities are identified and addressed or referred during client service interactions.Leads and executes business...
-
Service Associate
2 weeks ago
Chicago, Illinois, United States Allworth Financial Full timeAllworth Financial ) is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth Financial delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for...
-
Customer Service Representative
1 day ago
Chicago, Illinois, United States North Bridge Staffing Group Full timeExciting new Customer Service Representative opening with a well-established Non-profit Organization located in the River North neighborhood.Hybrid schedule, 2/3-days a week in office.Temporary: ASAP through end of the year$20-$22/hour based on experienceJob descriptionWe are looking for a customer-oriented service representative. A customer service...
-
Customer Service Representative
2 days ago
Chicago, Illinois, United States Serpe Insurance Agency Full timeBenefits:Short and Long Term DisabilitySimple IRACompetitive salaryDental insuranceHealth insurancePaid time offPersonal Lines Insurance Customer Service RepresentativeWe are seeking a Personal Lines Insurance Customer Service Representative to support clients with auto, home, and other personal insurance policies. This role focuses on providing excellent...