Financial Services Careers

Willing to work in an environment where success is rewarded. Be willing to adapt to change. â€¢ Communication skills is a must Job Description: Selling insurance and financial services for a Fortune 50 company. Meeting with clients and reviewing their overall financial situation. Working in a team atmosphere to achieve sales goals. Selling property/casualty and life/health insurance. Actively find ways to grow current business and look for cross sell opportunities. Have the desire to build a career in the insurance and financial services business. Meet monthly sales and marketing goals set by the agent. Implement the agency's marketing plan. â€¢ Execute agency office systems. Requirements: Must be able to pass drug and background check. Understanding of Microsoft Office and Outlook. Ability to pass state required licensing. Hours/Pay: Full time Commission and incentive Skills/Abilities: Ability to create professional and business relationships. Goal and results oriented. Must be trustworthy, dependable and act in an ethical manner. Excellent communication skills, both oral and written. Contact: Ben Brown ben@bbrown.com 317-600-9002 www.bbrown.com Location: Indianapolis, Carmel Indiana Compensation: Base Salary determined by experience. Unlimited commission earning potential OK for recruiters to contact this job poster. Phone calls about this job are ok. Please do not contact job poster about other services, products or commercial interests.

rits your serious consideration. Farmers Insurnace has the best small business opportunity in America it has been that way since 1928. Expected Income: -First year earnings average $50K -60K with top agents earning well in excess of that! Second year earnings average $60K-$80K. Due to the nature of our business most agents give themselves a raise every year of between $25-$40. Year, after year, after year. Note: -Your book of business builds equity in your business and it is paid out to you when you retire. Training: -You will be trained by a local fellow small business owner, your Farmers District Manager, and his staff, whose business interests are aligned with yours. We grow when we are successful in helping you grow. -The "raodmap to success" that has been laid out for you is a proven, successful sales system. It was developed by the #1 training institution in world, The University of Farmers. -You will also receive training, coaching, advisory, and counseling on "best practices" for running your own small business. Benefits: -Farmers provides a subsidy for the first three years of your career. -Your District Manager will provide you with workspace to run your agency as well to meet with your clients. -Your District Office provides a VOIP telephone system, a T-1 internet line and all of the technology necessary to effeciently run a small business in today's world. Responsibilites: -Market and Sell Farmers Insurance Group of Companies entire suite of products and services (auto, home, life, and commercial insurance, plus Farmers Financial Services). -Service your ever-growing book of existing clients. What we look for: -College Degree or equivalent full-time work experience -Good ethics, a positive attitude/personality, and a dedicated work ethic -An entrepreneurial spirit and a desire to positively affect your income with your work ethic -Clean Financial history, good driving record, and a crimial record which include no felonies. Do you have the will to map out your own future? For more information or to inquire about an interview, call us at 360-799-7100, e-mail us at: gcepeda1@farmersagent.com or visit us at www.farmersagent.com/gcepeda1 Also, to watch a video about our career opportunities, please click below: http://www.youtube.com/watch?v=nvI5etFQDjU&feature=plcp Keywords: Insurance, Sales, Entrepreneur, License, Series 6, Series 63, Securities, Variable, Life, Financial, Annuities, Registered Representative, Registered Principal, Agent, Agency, Consulting, Sales, Marketing, Business Development, Financial Services, Healthcare, Banking, Financial Advisor, Account Executive, Management, Public Relations, Corporate sales, Floor Manager, Closer, District Manager, team, leader, awards, top sales, top producer, real estate, automobile consultant, automobile sales, banking, mortgage, finance, lender, broker, real estate, real estate agent, pharmaceutical, pharmaceutical sales, medical sales, police, fire, fighter, teacher, instructor, trainer, university, owner, president, vice president, bank, banking, loan officer, customer service, manager, branch manager, investments, broker, commercial, Spanish, Korean, Vietnamese, bilingual, dealership, dealer, wholesale Hiring Organization: Farmers Insurance District 20 - Gabriel Cepeda, DM Hiring Organization: Farmers Insurance District 20 - Gabriel Cepeda, DM Hiring Organization: Farmers Insurance District 20 - Gabriel Cepeda, DM Hiring Organization: Farmers Insurance District 20 - Gabriel Cepeda, DM Hiring Organization: Farmers Insurance District 20 - Gabriel Cepeda, DM Location: Northern King and Snohomish Counties Compensation: $50k - $500k This is a contract job. Principals only. Recruiters, please don't contact this job poster. Phone calls about this job are ok. Please do not contact job poster about other services, products or commercial interests.

hips with local businesses which translate into the most interesting jobs from the best clients for you. For over 25 years, Boly:Welch has attracted and placed thousands of talented candidates for top jobs in Accounting , Legal, Office, Financial Services, Human Resources, Executive Search, and Marketing. You need to know us! Executive Assistant Job Opening Number: 48862 Salary: $55-70K DOE + Bonus Company Industry / Type of Business: Financial Services Location: Downtown Portland Educational / Certification Requirements: Bachelor's degree Qualifications: 5+ years of experience supporting C-level executives required Strong written and verbal communication skills required Aptitude for numbers and strong analytical skills Experience within the financial services industry strongly preferred Computer Experience / Special Skills: Proficiency with MS Office required Tech-Savvy individual a major plus! Job Description: Become a part of this energetic and entrepreneurial environment supporting a top level executive! Your strong work ethic and willingness to be the go-to person will be paramount in tackling numerous administrative and personal tasks. Fill your days maintaining calendars, scheduling appointments, preparing agendas for meetings, coordinating complex travel arrangements, handling professional correspondence, preparing and tracking expense reports, developing presentations in PowerPoint, as well as taking sole responsibility for specific projects. Advanced proficiency with MS Office and the ability to quickly learn new software will be key. Experience working within the financial services industry is strongly preferred. Your 5+ years of experience as an executive assistant, bachelor's degree, and aptitude for numbers could qualify you immediately for this exciting opening! Contact Boly:Welch to find out if you're a fit. Visit www.bolywelch.com to view all of our current job openings. At Boly:Welch, we know the Portland Metro area - we've made it our business to connect with employers and organizations representative of the unique patchwork that makes our community so special. And the locals know and rely on us - large companies, boutique and niche firms count on the deep relationships built over 25 years of successful business solutions with Boly:Welch as evidence of our value. FIT MATTERS MOST™ As a Women Business Enterprise, and a certified WBE Supplier, Boly:Welch is committed to partnering with other state-certified minority and women business enterprises and emerging small businesses to promote and meet client expectations. These alliances are integral to our diversity commitment and designed to develop business relationships within the community. Relationships That Work™ Location: Portland Compensation: $55-70K DOE + Bonus Principals only. Recruiters, please don't contact this job poster. Please, no phone calls about this job! Please do not contact job poster about other services, products or commercial interests.

responsible for handling general administrative duties. communicating with, educating, gathering information, and assisting clients. Candidates must be able to work with clients and understand how to communicate information clearly and effectively. This financial services company is located in East Oahu. It is a small, fast-paced work environment. Location: Oahu: East Honolulu Salary: $12.00 to $15.00 HourlyAdditional Responsibilities: Provide administrative support to customers Keep and maintain logs and reports Ensure the office is running smoothly Perform work both independently and as part of a team Participate in staff meetings Assist at seminars Provide quality service to clients Communicate pleasantly and professionally at all times Required Education and Qualifications: Financial planning and/or investement sales experience in stocks, preferred stocks, mutual funds, taxable bonds, tax-free bonds, insurance, annuities, seperate account management, CDs, UITs, ETFs, and trust management preferred Excellent administrative and communication skills Professional telephone skills and friendly, pleasant demeanor Highly motivated and driven Exceptional follow through Ability to handle multiple assignments at once Must be a team player who is also able to work well independently Benefits: Competitive salary, full medical, dental, drugs, and vision, retirement plan with matching, paid time off (after successful completion of the probationary period) Location: East Honolulu Compensation: $12.00 to $15.00 Hourly Principals only. Recruiters, please don't contact this job poster. Please, no phone calls about this job! Please do not contact job poster about other services, products or commercial interests.

. Are you sales driven, confident, energetic, innovative, reliable and looking to make significant cash? We pay a GOOD HOURLY WAGE with a very COMPETITIVE COMMISSION STRUCTURE plus CONTESTS, PRIZES, AND BONUSES: Company: SDI Marketing Title: Sales Representative, Financial Services (Credit Card Sales!) Terms of Employment: Full-time (40 hours/week) / Part-time Available: ASAP Compensation: $8-$14 / hour + commission + bonus Location: Houston, TEXAS Contact: jbrandsma@sdimarketing.com Overview of the Organization: For over 22 years SDI Marketing has developed the reputation as a progressive company, focused on clients -- and people. SDI Marketing is an international organization and one of the fastest growing sales and marketing agencies in North America. There is untapped potential for growth with SDI TEXAS as we are currently looking for employees to help grow our new market. www.sdimarketing.com Position Description: As a Sales Representative you will represent one of SDI's top tiered clients, a leading US Financial Institution. The successful candidate will be responsible for running in-store activations, communicating brand information to customers and answering inquiries. The primary purpose is promoting and acquiring applications for the credit card in a fun, professional manner! Specific Duties: Promote the Credit Card in an enthusiastic yet professional manner. Engage, entertain, and educate customers while maximizing sales Communicate brand information to customers and answer any questions/inquiries Properly distribute featured promotional materials/premiums to customers Meet daily/weekly sales targets Diligently report sales results REQUIREMENTS: Minimum 1 year experience in promotions, sales and/or customer service. Must be able to work flexible hours; evenings and weekends. Must be able to provide a clean criminal background check. Must have a high School Diploma. Must be 18 years or older. Reliable internet access. The ideal candidate profile: 2+ years sales background with excellent interpersonal skills and direct/face-to-face selling/closing experience. Ability to work independently with little or no supervision and in a team environment. Ability to convey key product and promotional messages to the consumer. Customer focused and able to relate to the customer as well as be able to identify and resolve concerns. Ability to persuade and influence others. A closer! Sales driven, confident, energetic, innovative, motivated, and reliable. Comfortable with surprise client visits as well as being approached by secret shoppers. Ability to build relationships with clients and sustain client satisfaction. HOW TO APPLY: Does this sound like you? Let's have an interview! Please write "The job title, your location, your full name" in the subject line of your email. We thank all those who submit applications; however only those candidates selected for an interview will be contacted. No phone calls please. SDI Marketing is an equal opportunity employer. Contact: For Texas, please email Jennifer at, jbrandsma@sdimarketing.com Location: Houston Compensation: Guaranteed Hourly rate + Commission + Bonuses Principals only. Recruiters, please don't contact this job poster. Please, no phone calls about this job! Please do not contact job poster about other services, products or commercial interests.

ANY: Considered an industry leader in worldwide financial services our client prides itself in its management's ability to develop and nurture true professionals looking for a progressive career path in financial services. Candidate must be motivated to pursue a career path over the long term. The client currently is bolstering its staff for permanent opportunities and project opportunities for those that are open minded to permanent opportunities. ABOUT THE ROLES: Our client is currently recruiting for a variety of positions including global compliance, trade settlement desk and fund accounting. These roles are ideal for individuals with strong communication skills including written, verbal and presentation. Strong Excel and the ability to be deadline oriented are crucial. These positions offer a high level of exposure to management and decision makers. The candidates interested in the project position must be open minded to permanent opportunities. QUALIFICATION SUMMARY: • STRONG EXCEL • ABILITY TO THRIVE IN A FAST PACED TEAM ENVIRONMENT • STRONG INTEREST IN FINANCIAL MARKETS and FINANCIAL SERVICES • FUND ACCOUNTING TRADE SETTLEMENTS and DIVIDENDS DIST ROLES • STRONG VERBAL AND WRITTEN COMMUNICATION SKILLS COMPENSATION SUMMARY: To be discussed HOW TO APPLY: For IMMEDIATE CONSIDERATION PLEASE CONTACT JOHN DEIGNAN AT johndeignan@mergisgroup.com DIRECT: 617.848.3492 FAX: 617.848 3499 Compensation: Please call me Principals only. Recruiters, please don't contact this job poster. Phone calls about this job are ok. Please do not contact job poster about other services, products or commercial interests.

f Client Services, answering phones and greeting clients. Organization, confidentiality and attention to detail are key. Hours are somewhat flexible. Excellent work environment. Background check and references will be required. YOU MUST WANT A CAREER IN THE SECURITIES INDUSTRY. This is a great way to get your foot in the door. Interviewing immediately. Please send resume and cover letter via fax to 214-446-0978 or via email to Kelly.Tucker@cafinancial.net. Respond with the FULL company name in the subject line since you have been given enough info to be resourceful. Thanks! (No phone calls, please) Location: Galleria Compensation: $10-$14 hr as determined by experience This is a part-time job. Principals only. Recruiters, please don't contact this job poster. Please, no phone calls about this job! Please do not contact job poster about other services, products or commercial interests.

is one of the largest insurers in the United States. Named one of American's Greatest Brands, State Farm has been consistently recognized as a leader in the industry for its financial strength, community involvement and customer service. Each year, State Farm invests a substantial amount of money to highlight our brand and help our local agents through national marketing, advertising and branding efforts. Today, more than 17,000 agents and 68,000 employees serve more than 75 million policies in the United States and Canada. We also provide our customers with a wide array of financial products and services to help them manage today and prepare for tomorrow. The State Farm agent is key to our core values and they personalize our "Good Neighbor" philosophy. Every day, State Farm agents and employees help people recover from life's many uncertainties and plan for a better future. Job Description A Golden Opportunity in the Golden State! State Farm offers an opportunity for individuals to achieve unlimited income while making a positive impact in the lives of others in the community. Candidates who are selected for the career program will benefit from: A 6-9 month paid training and internship program to prepare them for success. A highly competitive annualized salary of $50,000 - $160,000 with benefits is provided during the internship training. State Farm also pays for all licensing during training (Property & Casualty, Life/Health, Series 6 & 63, and Public Notary). The internship provides candidates with in-class training, hands-on field development experience, and side-by-side mentorship to prepare them for the career. Love Your Freedom-you're the boss, so no need to worry about how you are going to balance work and family. It's a brand new life! Once training is complete, candidates receive a minimum start-up bonus of $30K and are transitioned to one of two available opportunities: A selected candidate will be assigned to an existing book of business, with built-in residual income, where a current agent is retiring. A selected candidate can open a new State Farm location, getting additional financial support from State Farm, in a community where there is a significant population growth and demand for a new office. Candidates must pass a credit check and be willing to invest capital Why State Farm? Becoming a State Farm® California agent requires careful consideration; after all, you're investing in yourself. Be assured that as a State Farm agent, you'll be aligned with a company that has earned the respect of its customers and community and is a premier brand in the United States and Canada. What other Insurance company can say: There are 77 million policies and 26 million households with our Insurance We are the largest U.S. auto and home insurer We are the largest California auto and home insurer with more than 5.6 million policies We've been the leading insurer of cars since 1942 We insure 1 in 5 U.S. homes and we've been the leading insurer of U.S. homes since񎦬 With a track record like this, there is no other insurance company that can better position you for success! What Being a State Farm Agent Means to You: Stability: State Farm has a 90% agent retention rate and average tenure of 20 years among its agents, which is among the best in the industry. Income Potential: A sales manager position with executive level income opportunities. Many of our agents consistently earn over 6 figures. Entrepreneurship: Your talent, your staff, and your hard work contribute to the success of your agency. Career Advancement: State Farm's executives are promoted from within and former agents are well represented in the current leadership structure. Flexibility: A work environment that allows you control over your time. Support: Our paid world-class training is the best in the industry as is our superb and experienced claims force Products: Offer a full spectrum of over 120 insurance and financial products and services to your clients Align with a leader. . .Apply to State Farm today! State Farm Insurance Companies Apply at: www.myagencycareer.com Email: AgentOpportunity_CA@statefarm.com Location: Elk Grove - South Sacramento Compensation: TBD Principals only. Recruiters, please don't contact this job poster. Phone calls about this job are ok. Please do not contact job poster about other services, products or commercial interests.

financial goals. June-Neri Financial can provide you with the opportunity to build your own business...a business with significant rewards. Your success in this career field will increase each year as you gain experience, knowledge and build lifelong relationships with your clients and their families. A professional sales career with June-Neri Financial offers: * Flexibility * Potential for above average income * Virtually Unlimited Income Potential * Possibility For Personal Satisfaction * Numerous Career Opportunities Please feel free to search our website for other opportunities. www.junenerifinancial.com **Please state which position you are interested in** Location: Wake Forest/Raleigh Compensation: Commisison and Training Allowance Principals only. Recruiters, please don't contact this job poster. Please, no phone calls about this job! Please do not contact job poster about other services, products or commercial interests.

system requirements such as database work flow initiatives, database entry and website updates - Support financial planning initiatives through input of financial data and discrete analysis - Prepare client presentations - Trade entry and review - Provide general administrative support to other team members Required Skills & Experience: - Knowledge of different account types (such as individual, IRA, SEP, custodial, trusts, Section 529, other) - CRM system experience required - Proficiency in Word, Excel, PowerPoint and Outlook - Portfolio management system experience is preferred. - Ability to multi-task a high volume of critical client responsibilities and independent tasks - Acute attention to detail - Professional written and verbal communication skills Education and Experience Requirements: - Bachelor's degree - 3+ years of professional work experience in the financial services industry - CFP candidate or certification preferred - Series 65 preferred Location: Tyson's / McLean area Compensation: $40,000 to $60,000 + health insurance, retirement plan with matching contributions, paid vacation Location: McLean, VA Compensation: $40,000 to $60,000 Principals only. Recruiters, please don't contact this job poster. Please, no phone calls about this job! Please do not contact job poster about other services, products or commercial interests.

rganization, and workflow efficiency. Key Areas of Support/Essential Functions: 1. Appointment Scheduler 2. Review, organize, purge email and written correspondance daily 3. Organize electronic filing system 4. Maintain CRM system records 5. Bookkeeping functions as needed 6, Lead role in moving toward a paperless environment 7. Answer calls and follow up to be certain all communications are completed daily 8. Perform back up for all operational functions within the branch as required by changes in workloads and absences Additional Duties: As assigned by Branch Manager. Knowledge, Skills and Abilities Required: 1. Strong communication and sales ability 2. Meticulous organizational skills. 3. Basic understanding of the financial services industry Strong personal ethics.h. Project a positive attitude and solid interpersonal skills to deal with clients and home office personnel. 5. Posses a high level of written and verbal communication skills. 6. Ability to work independently. 7. Good organizational and analytical skills to be able to prioritize tasks. 8. Understanding of technology Location: Seminole Compensation: $10-$15 hourly plus benefits and bonuses Principals only. Recruiters, please don't contact this job poster. Please, no phone calls about this job! Please do not contact job poster about other services, products or commercial interests.

ng Capital needs, Customer Satisfaction and ROI to the Bottom Line . Our Firm provides merchants the right technology to compete in today's market place. Our Corporate Sales Team is based in the Vancouver WA. , we are seeking Sales professionals to sell all over the U.S. so it doesn't matter where you live! Sales experience is required, as well as a strong work ethic. Travel is mandatory, Please ask for details upon applying. Our Sales professionals are energetic & enthusiastic individuals looking for a stable, extremely high-paying career in sales. Applicants should enjoy meeting and establishing relationships with customers. What we offer; 6 figure opportunity$$$$ Residual income for life of account$$$* Option to work 2 weeks on 1 off, or full time Free in depth training and presentation materials The most innovative product line to offer to our clients Did I mention "SET APPOINTMENTS? That's right up to 3 appointments per day, you just show up and complete a well designed analysis which leads to partnerships. This is a 1099 position No set region... the US is open territory Opportunity for growth Show us you are management material!! What you bring to the table; Desire to learn Desire to earn immediate residual income 6-12 months Sales in a retail or wholesale environment You are a people person, team player Ability to travel This business model is a proven and successful one so if you are interested please forward your resume to OutsideSales@iqatm.com for consideration. Please include a phone number and the best time to call you. ****UPDATED INFO - WE HAVE A TRAINING CLASS STARTING SOON * Details provided in interview Hiring Organization: Alpine Payment Systems Location: Vancouver, WA Principals only. Recruiters, please don't contact this job poster. Please, no phone calls about this job! Please do not contact job poster about other services, products or commercial interests.

horsepower to take over this critical position, hit our high standards, and grow fast with our company, send in your resume to the responders email. Include a separate write up describing your most significant team and individual accomplishments. We realize aggressive compensation is needed to continue to build our all-star team and we promote team members based on performance, not tenure. Department of Insurance Life and Health license will be required. If you do not already have that license we will point you in the right direction, but it will be your responsibility to obtain and maintain. Self-Employed position, No Lay-offs. We provide leadership mentoring opportunities for those that qualify. Promotions are based on performance, 100% of our managers are promoted from within. Compensation: 75k+ Opportunity This is a part-time job. This is a contract job. OK to highlight this job opening for persons with disabilities Principals only. Recruiters, please don't contact this job poster. Please, no phone calls about this job! Please do not contact job poster about other services, products or commercial interests.

966 Financial Services Careers Listings