- Renita Prevot - State Farm Agent (Owings Mills, MD)
- … Insurance Companies. This position is with a State Farm independent contractor agent , not with State Farm Insurance Companies. State Farm agents control ... and pursue the opportunity of becoming an independent contractor agent for State Farm Insurance Companies Compensation:...and realize their dreams. We help customers with their insurance and financial services needs, including Life… more
- Integrated Financial Concepts (Roseland, NJ)
- …Integrated Financial Concepts in Roseland, NJ, US, is looking for a Licensed Insurance Agent to join our team. Our company prides itself on providing ... achieve their financial goals and secure their future. As a Licensed Financial Advisor with us, you will have the opportunity to work with a dedicated team… more
- First Command Financial Services, Inc. (Dupont, WA)
- …or other information does not imply that you will be offered the opportunity to enter into a Financial Advisor / Agent Agreement with First Command. ... Job Description Financial Advisor Careers at First Command:...coach military families on how to build a comprehensive financial plan that includes: Savings/banking Investments/wealth management Insurance… more
- Horace Mann - Agent Opportunities (Milwaukee, WI)
- Exclusive Insurance Advisor for Educators No Cold Calls | Warm Referrals Only | Relationship-Driven Role Imagine this: You're the trusted expert educators ask ... expansion and build a legacy. We Want You If: *You've sold insurance / financial services/biz deals 2+ years (experience with educators? Golden!). *You geek out… more
- Horace Mann - Agent Opportunities (Lake Zurich, IL)
- …Mission: Solve real educator needs: retirement planning, liability protection, and life insurance for growing families. Become the advisor schools introduce to ... and legacy. We're Looking For: 2+ years of high-performance sales in insurance , financial services, or business-to-business markets. Educators, insurance … more
- Atria Wealth Solutions (Raleigh, NC)
- … Financial Services, L. P. (CFS) Coastal Federal Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base ... in the Raleigh, NC area. As Coastal's Financial Advisor , you'll have the opportunity to...and present your recommendations for the purchase of appropriate insurance and or investment products to meet their needs.… more
- USAA (Phoenix, AZ)
- …for other states as needed 1 year of customer service experience in insurance , financial services and/or relevant direct customer service and/or sales experience ... our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and...It is all about learning and growing. Our Licensed Insurance Customer Service role may be a new career… more
- H&R Block (San Francisco, CA)
- …that will grow stronger every year. Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and business services needs year-round. ... service needs. We assist our clients in reaching their financial goals year-round. It would be even better if...even better if you also had CPA or Enrolled Agent certification Experience completing business tax returns Experience conducting… more
- NYL - Lance Gillman (Tucson, AZ)
- Description We are seeking an experienced financial advisor to assist our clients in designing and implementing strategies to achieve their goals. The ideal ... preparing for retirement and saving for college *As an insurance agent , you will have the opportunity...financial planning software is preferred *Success as a financial planner, personal financial advisor ,… more
- StaffMyAgency LLC (Overland Park, KS)
- …*Entrepreneurial *Coachable *Communicative *Self-disciplined *Authentic If yes, consider becoming an insurance agent to drive positive impact in the lives ... preparing for retirement and saving for college. As an insurance agent , you will have the opportunity...expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our… more
- Alchemy Financial Group (Atlanta, GA)
- …R. Financial is an independent marketing organization (IMO) in the financial services industry; specifically in the insurance marketplace. We serve clients ... by acting as their independent advisor and broker for products in life insurance...Job Responsibilities: Evaluate new customers' insurance needs, insurance risk, existing coverage, long-term goals, and financial… more
- Observe.AI (Redwood City, CA)
- …implement GenAI in real-world QA use cases across regulated industries (eg, financial services, healthcare, insurance ). Assist Sales in defining value ... GenAI for post-call quality automation , interaction analytics , and real-time agent assist ( Agent Guidance, next-best action, knowledge retrieval). This is… more
- Ameriprise Financial (Georgetown, TX)
- …next level by applying to join our team today! Key Responsibilities Assist advisor in servicing clients, which includes preparing financial plans, conducting ... financial foundation connects each of our unique businesses - Ameriprise Financial , Columbia Threadneedle Investments and RiverSource Insurance and Annuities.… more
- Western Union (Denver, CO)
- …everywhere? Western Union powers your pursuit. Role Responsibilities Serve as the key financial advisor and strategic partner to regional teams, linking business ... you ready to be a part of a global financial services company that is committed to making ...indicators of the business (eg, transactions, revenue, pricing, commissions, agent performance, ROI for key initiative, etc.). Identify and… more
- Ares Management Corporation (New York, NY)
- …wellbeing app, financial wellness benefit that includes access to a financial advisor , new parent leave, reproductive and adoption assistance, emergency ... investment banking, sales and trading, investment management or at a placement agent a plus. Understanding of Infrastructure and Private Credit and awareness of… more
- FM (Johnston, RI)
- …of FORTUNE 1000-size companies with engineering-based risk management and property insurance solutions. FM helps clients maintain continuity in their business ... risk management skills and support services, tailored risk transfer capabilities, superior financial strength and a world-claims service. To do so, we rely on… more
- Ares Management Corporation (New York, NY)
- …wellbeing app, financial wellness benefit that includes access to a financial advisor , new parent leave, reproductive and adoption assistance, emergency ... commercial sense. Experience with investor relations/business development from a placement agent /private direct lending fund, asset manager or private equity firm… more
- BDO USA (Charlotte, NC)
- …athletes, entertainers, as well as other people with complicated tax and financial structures. The Private Client Services Practice is experienced in all aspects ... and philanthropic foundations; executive compensation; and cash-flow, retirement, and life insurance planning. A Tax Manager, Private Client Services is responsible… more
- MoxiWorks (Bellevue, WA)
- …Paid time off if you move 401(k) (Traditional and/or Roth) Complimentary access to a third-party financial advisor Life insurance Employee Assistance Program ... exposure to PropTech or professional services (eg, real estate, insurance , fintech) Familiarity with agent or prosumer growth models Why MoxiWorks Make an impact… more
- Navy Federal Credit Union (Waldorf, MD)
- …mixture(s) of insurance /investment products and services to achieve the financial client's goals as a registered representative/ advisor / agent of ... Overview To provide financial consulting services to assist members and non-members...to grow book of business + Partners with Wealth Advisor in assigned territory to segment book of business… more
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