Financial Advisor The Bulfinch GroupFinancial AdvisorNeedham, MA$55,000–$155,000Expanding a business practice by use of effective prospecting and warm introduction or referral-based strategies, as well as identifying and cultivating new client relationships within a targeted market niche; Learning industry-leading sales skills and practices as well as improving and developing existing sales skills. In addition to the opportunity to achieve unlimited growth potential in the finance industry, Advisors at The Bulfinch Group are eligible to enjoy an opulent compensation package that includes: Perks of Your Expertise: Professional Development : Benefit from our ongoing educational programs tailored for high-caliber professionals.
Sales Development Representative IOU FinancialSales Development RepresentativeKennesaw, GAA Sales Development Rep at IOU Financial acts as an extension of the sales team of Business Growth Advisers, assisting in cultivating customer relationships, qualifying interested customers through our online application, and finding the right financial product for our small business customers. A Broker Sales Development Rep at IOU Financial acts as an extension of the sales team of Account Executives, assisting in cultivating broker relationships, working deal stipulations, and responding to client and broker.
Investment Representative - Redwood Credit Union LPL Financial ServicesInvestment Representative - Redwood Credit UnionNapa, CA$80,371.20–$105,000 / yearThis employment opportunity at Redwood Credit Union in Napa, CA would allow you to join the Investment Program at Redwood Credit Union as an Investment Representative associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to Redwood Credit Union for financial solutions.
Insurance Account Representative - State Farm Agent Team Member Kristin Webb - State Farm AgentInsurance Account Representative - State Farm Agent Team MemberMayfield, KYFull timeYour primary responsibilities will include proactively reaching out to potential and existing customers, understanding their insurance needs, presenting appropriate products, and closing sales to help them achieve their goals. The ideal candidate will possess excellent communication and sales skills, a customer-focused mindset, and the ability to work efficiently in a fast-paced, goal-driven environment.
Financial Services Representative - State Farm Agent Team Member Josh Brown - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberLincoln Park, ILFull timeIf so, we want YOU to be a part of our team at State Farm in Lincoln Park, under the inspiring leadership of Josh Brown! Team Player: Collaborate with our team to develop creative marketing strategies that resonate with potential clients.
Registered Representative – State Farm Agent Team Member Tim Broyles - State Farm AgentRegistered Representative – State Farm Agent Team MemberMcDonough, GAFull timeWe have a team and culture that is based on winning each day by discovering the needs of our customers and providing options to help protect their assets and income so they can accomplish their life goals. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options.
Investment Advisor Representative Columbia Credit UnionInvestment Advisor RepresentativeVancouver, WashingtonPromote services and products to members and the community by engagement in sales activities through an integrated marketing program, including branch training and relationship development, telephone solicitation, individual and group presentations, direct mail programs, follow-up calling and other prospecting methods. Flexibility to work evenings and weekends, including possible Saturday in-branch appointments, conducting workshops/seminars, attending training, Columbia CU business meetings, and attending community networking and fundraising events supported by Columbia CU.
Financial Advisor GuideWorth AdvisorsFinancial AdvisorSouth Burlington, VermontGuideWorth Advisors, a female-owned and led Private Wealth Advisory Practice of Ameriprise Financial, is seeking a dynamic and experienced Financial Advisor to join our high-support team. This Financial Advisor will be servicing existing Firm clients, will meet new clients through Firm marketing activities, as well as have the opportunity to create client acquisition activities on their own if they wish.
NewFinancial Advisor Empire Growth Partners / Northwestern MutualFinancial AdvisorWoodbridge Township, New JerseyWith more than 70 years of experience and over a quarter million clients served nationwide , Barnum Financial Group provides the resources, expertise, and comprehensive solutions advisors need to make a lasting impact. Helping clients navigate specialized planning needs, including elder care, special care, career-specific, and philanthropic planning.
Insurance Account Representative - State Farm Agent Team Member Brett Twitty - State Farm AgentInsurance Account Representative - State Farm Agent Team MemberSchaumburg, ILFull timeROLE DESCRIPTION: Brett Twitty is seeking an organized and efficient specialist to fulfill administrative duties and support insurance agents in gaining and keeping customers. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions and billing clarification.
Account Representative - State Farm Agent Team Member Brett Twitty - State Farm AgentAccount Representative - State Farm Agent Team MemberSchaumburg, ILFull timeROLE DESCRIPTION: Brett Twitty is seeking an organized and efficient specialist to fulfill administrative duties and support insurance agents in gaining and keeping customers. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions and billing clarification.