Financial Advisory Services West Denverdetailsvisit 02/21/2012 At Waddell & Reed, we make an investment in your independence. We believe that entrepreneurial advisors like you will drive the future of our industry. As you consider your options, we want you to know that Waddell & Reed not only offers what you're looki ...more
ng for, but we do so with a level of personal support that sets us apart.
In a commoditized broker/dealer world, we believe we provide a uniquely flexible and supportive business model that provides advisors, and their clients, the opportunity to optimize their success.
To that end, we offer:
An advisor-focused and client-centric culture
A seamless transition to get you up and running
Comprehensive rewards that affirm your worth
A complete product offering to satisfy your clients' complex needs
A broad spectrum of technology to streamline your practice
The customized support you need to grow your business
With these attributes, Waddell & Reed occupies a distinctive niche in the financial services landscape. Our hybrid approach offers a level of advisor support typically found in a wirehouse with the competitive compensation structure and autonomy of an independent firm. We call it Supported Independence.
If you would be interested in a confidential (lunch or meeting ), feel free to contact me. In addition, I will follow up with you next week to answer any immediate questions.
Sincerely,
Daryl Christensen
District Manager
Location: West Denver
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.
Part Time Financial Services Support Denver Tech Centerdetailsvisit 02/21/2012 Looking for a permanent part-time job at a great small business in the Financial Services Industry?
Foos Financial Group, a boutique financial planning firm located in the Denver Tech Center, is interviewing for the position of Planning Support Associate ...more
. This permanent position is essential in supporting all members of our 4 person team, and requires a combination of client service, general administration, and analytical skills. This skilled team member will work 20 hours per week, and will be involved in many aspects of the operations at our company.
Typical responsibilities of the Planning Support Associate include:
General Administration
- filing
- scanning
- form processing
Front Desk / Client Services
- answering phones
- scheduling appointments
- greeting clients
Financial Analysis Assistance
- understand, organize, and summarize legal, tax, insurance, and financial documents
- produce statements and reports
- review transactions
The following experience/skills/values are required:
- minimum 5 years experience in the financial services industry required
- excellent computer skills -- especially Microsoft Excel and Word
- able to perform repetitive tasks, yet use common sense while doing them
- able to embrace and follow established processes
- team oriented with good interpersonal communication skills
- very detail oriented
- able to multi-task
- very organized
- good learner
- good listener
- strong work ethic
- will take the initiative to "go the extra mile"
- FINRA series 6 or 7 securities license preferred
Part-Time Hours (20 hours per week):
Monday -- 9am to 5pm
Tuesday through Thursday --Łpm to 5pm
Fridays off
Beginning compensation is ผ per hour, and will be reviewed annually. Comprehensive training on our structured processes will be provided. Fingerprints and a full background check will be required. To apply, please email a cover letter and resume to Sean O'Reilly at the email address above and for additional information on Foos Financial Group visit www.foosfinancial.com.
Location: Denver Tech Center
Compensation: Beginning compensation is $12 per hour, and will be reviewed annually.
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.
Experienced Client Service Associate Financial Services Denver Codetailsvisit 02/21/2012 Cascade Financial Management, Inc. is a Broker-Dealer and Registered Investment Advisory that provides highly customized and integrated wealth management solutions. Cascade provides institutional access and advice to private clients through an open archi ...more
tecture business model. Cascade's consultative process focuses on creating a comprehensive plan based on the client's goals and objectives. Our advisors work closely with other professionals and strategic alliance partners to deliver wealth management strategies to help clients achieve their goals and objectives.
Cascade is a dynamic and growing company excited by our future. At Cascade, culture is very important. We maintain a fun, yet challenging collaborative environment focused on growth and lifelong learning. Cascade has a small business feel with institutional like capabilities and infrastructure which makes Cascade a unique player in the wealth management arena. We are always eager to meet prospective additions to our team. Successful people from within the investment industry, regardless of their geographic location, are encouraged to apply.
Cascade Financial Management, Inc. is currently seeking an experienced Client Service Associate.
Client Service Associate:
- Works in a team environment (Client Service Team) and is one of the primary points of contact for all client and advisor service related needs
- Handles incoming calls and inquiries
- Provides high quality, high touch service to clients and advisors
- Responsible for maintaining and building client relationships
- Assists in managing CRM system, facilitates scheduling and tracking via Smart Office
- Helps manage documentation workflow and tracking via Laserfiche and Smart Office
- Initiates, tracks and completes client service requests via back office systems
- Prepares, sets up and maintains account paperwork and agreements
- Tracks and documents client service standards for completeness and accuracy
- Coordinates system integrations and process workflows
- Assists in organizes meetings and events
- Facilitates wealth management process and assists with client deliverables
- Assists with compliance, operations and client related projects
Requirements
Client service experience in financial services.
To apply please forward resume and salary requirements to John Van Sant at jvansant@cascade-inc.com.
Location: Denver, CO
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.
Experienced Client Service Associate Financial Services Denver Codetailsvisit 02/21/2012 Cascade Financial Management, Inc. is a Broker-Dealer and Registered Investment Advisory that provides highly customized and integrated wealth management solutions. Cascade provides institutional access and advice to private clients through an open archi ...more
tecture business model. Cascade's consultative process focuses on creating a comprehensive plan based on the client's goals and objectives. Our advisors work closely with other professionals and strategic alliance partners to deliver wealth management strategies to help clients achieve their goals and objectives.
Cascade is a dynamic and growing company excited by our future. At Cascade, culture is very important. We maintain a fun, yet challenging collaborative environment focused on growth and lifelong learning. Cascade has a small business feel with institutional like capabilities and infrastructure which makes Cascade a unique player in the wealth management arena. We are always eager to meet prospective additions to our team. Successful people from within the investment industry, regardless of their geographic location, are encouraged to apply.
Cascade Financial Management, Inc. is currently seeking an experienced Client Service Associate.
Client Service Associate:
- Works in a team environment (Client Service Team) and is one of the primary points of contact for all client and advisor service related needs
- Handles incoming calls and inquiries
- Provides high quality, high touch service to clients and advisors
- Responsible for maintaining and building client relationships
- Assists in managing CRM system, facilitates scheduling and tracking via Smart Office
- Helps manage documentation workflow and tracking via Laserfiche and Smart Office
- Initiates, tracks and completes client service requests via back office systems
- Prepares, sets up and maintains account paperwork and agreements
- Tracks and documents client service standards for completeness and accuracy
- Coordinates system integrations and process workflows
- Assists in organizes meetings and events
- Facilitates wealth management process and assists with client deliverables
- Assists with compliance, operations and client related projects
Requirements
Client service experience in financial services.
To apply please forward resume and salary requirements to John Van Sant at jvansant@cascade-inc.com.
Location: Denver, CO
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.
Experienced Client Service Associate Financial Services Denver Codetailsvisit 02/21/2012 Cascade Financial Management, Inc. is a Broker-Dealer and Registered Investment Advisory that provides highly customized and integrated wealth management solutions. Cascade provides institutional access and advice to private clients through an open archi ...more
tecture business model. Cascade's consultative process focuses on creating a comprehensive plan based on the client's goals and objectives. Our advisors work closely with other professionals and strategic alliance partners to deliver wealth management strategies to help clients achieve their goals and objectives.
Cascade is a dynamic and growing company excited by our future. At Cascade, culture is very important. We maintain a fun, yet challenging collaborative environment focused on growth and lifelong learning. Cascade has a small business feel with institutional like capabilities and infrastructure which makes Cascade a unique player in the wealth management arena. We are always eager to meet prospective additions to our team. Successful people from within the investment industry, regardless of their geographic location, are encouraged to apply.
Cascade Financial Management, Inc. is currently seeking an experienced Client Service Associate.
Client Service Associate:
- Works in a team environment (Client Service Team) and is one of the primary points of contact for all client and advisor service related needs
- Handles incoming calls and inquiries
- Provides high quality, high touch service to clients and advisors
- Responsible for maintaining and building client relationships
- Assists in managing CRM system, facilitates scheduling and tracking via Smart Office
- Helps manage documentation workflow and tracking via Laserfiche and Smart Office
- Initiates, tracks and completes client service requests via back office systems
- Prepares, sets up and maintains account paperwork and agreements
- Tracks and documents client service standards for completeness and accuracy
- Coordinates system integrations and process workflows
- Assists in organizes meetings and events
- Facilitates wealth management process and assists with client deliverables
- Assists with compliance, operations and client related projects
Requirements
Client service experience in financial services.
To apply please forward resume and salary requirements to John Van Sant at jvansant@cascade-inc.com.
Location: Denver, CO
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.
Financial Services Coordinator Arvadadetailsvisit 02/21/2012 JOB LISTING: Financial Services Coordinator
Job Description:
The Financial Services Coordinator is responsible for the general organization and support of PNI Wealth Management's Denver operations. They are to assist the firm's Financial ...more
Advisors by managing data, preparing documents, answering phones, maintaining schedules, keeping client documents filed and organized, and generally assisting with any internal functions on an as-needed basis. The Financial Services Coordinator is not a financial advisor and is not authorized to have extensive contact with clients, give financial advice or participate directly in financial transactions except as requested by the Owner.
Job Location:
Arvada, Colorado
General Duties: Personal assisting, answer phones, manage the office calendar, data management, filing, light bookkeeping, general office support
Operations: Assist FA in compliance matters, keep all licenses and registrations for securities and insurance in good standing, update technology and financial planning software, conference (CE) coordination and logistics, prepare and send all fee based account performance reports, cost basis tracking/updating, coordinate consulting calls with home office, manage CRM software, RMD (required minimum distributions) tracking and reporting, coordinate monthly meetings between FAs and wholesalers
Marketing: Maintain contact lists, update prospective client kits, coordinate, plan, and execute client events, distribute newsletters and client communications, assist with marketing initiatives
Client Service: Calendar management, prepare client performance and gain/loss reports, track and follow up on client requests, process and submit paperwork, scan and file client statements, review weekly 'case analysis' with lead advisor, manage and track all client calls, meetings and contacts
Job Requirements:
Securities licenses - Series 7, Series 66 and Insurance. Applicants who do NOT already have all three licenses will be required to obtain them.
Minimum of 2 years industry experience, 3 -- 5 years of experience preferred.
The ability to learn quickly and master new tasks with a minimum of assistance
Two years of administrative office experience required - three years or more is preferred
Typing skills of at least 50 WPM and exemplary interpersonal skills
Experience working with general office equipment and applicable software applications is required (Microsoft Word, Excel, and Outlook)
Once a task is defined, possess the ability to manage workflow and follow through
Possess the ability to multi-task
Demonstrate a positive, personable nature that will contribute to good relationships within the branch, with clients and with the community
Demonstrate a clear commitment to the principles, standards and company goals of PNI Wealth Management, LLC
Possess honesty, integrity, personal responsibility and an enthusiasm for learning
$17.50/hr
24 hours per week
About PNI Wealth Management, LLC
PNI Wealth Mangement, LLC offers tax planning, retirement and investment planning, estate conservation, and employee benefits. Our management team has more than 50 years of combined experience in the financial services industry, and we regularly draw upon this expertise to provide our clients with carefully considered, completely tailored investment planning services and solutions, not short-term fixes. We are independent and do not offer proprietary products, giving us the ability to choose from a large selection of financial solutions and mold them to fit our client's individual goals and needs. Our commitment to our clients is our number one priority.
We take the mystery out of investments
We partner with clients to meet personal and business financial goals.
We build strong, lifelong relationships with our many satisfied clients.
For more information or to set up an exploratory meeting, please contact: Trish Thomas
Location: Arvada
Compensation: $17.50/hr 24 hours per week
This is a part-time job.
Principals only. Recruiters, please don't contact this job poster.
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Financial Services Representative Dtcdetailsvisit 02/20/2012 Job Summary:
This is a position as a registered representative for the Denver sales office of a major Wall Street investment firm. We are looking for someone who is excited to delve into the rewarding industry of financial services.
Job Skills Required: ...more
We are looking for someone who is highly motivated to succeed, has a strong work ethic and strong verbal communication skills.
Education/Experience Required:
We are looking for someone who has a bachelor's degree or higher.
NO experience in the financial services industry is required to apply. You do NOT need to be licensed yet, because we offer extensive training to selected candidates to obtain licenses. We are looking for individuals who are ready to jump into their career and find their success!
If you meet the listed qualifications, and are interested in hearing more about our company, please reply to this post.
Location: DTC
Compensation: detailed in interview process
Principals only. Recruiters, please don't contact this job poster.
Please, no phone calls about this job!
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Senior Marketing Manager Financial Servicesdetailsvisit 02/17/2012 Our client -- a Fortune 500 financial services company -- is looking for an experienced Senior Marketing Manager with 10+ years of experience to work on a variety of marketing projects and communications. The "right" candidate will have top-notch demonstr ...more
ated core marketing skills and solid financial services industry experience.
More detail will be provided to qualified applicants. NOTE - this is a 3-6 month contract position with the potential to extend or convert to FTE.
**Interested candidates, please submit your resumes to resumes@magley.com and reference job number 5986 and Senior Marketing Manager in the subject line of the email**
Skills and Requirements
㨾+ years of marketing experience including the ability to work on a variety of marketing projects and communications.
Top-notch demonstrated core marketing skills including experience with all traditional marketing channels: email, direct mail, print, marketing collateral and online.
Solid financial services industry experience.
Experience developing and working with creative briefs.
Demonstrated experience managing external agency partners and internal business partners successfully.
Ability to work with cross-functional teams (product, creative, marketing, business, compliance).
**Interested candidates, please submit your resumes to resumes@magley.com and reference job number 5986 and Senior Marketing Manager in the subject line of the email**
Visit our website at www.magley.com for additional job listings!
Magley & Associates is one of the Bay Area's top consulting firms and has been the choice of leading Bay Area firms for consultants for over 14 years. We have recently expanded to other key markets including Austin TX, New York, Colorado, Seattle and Utah. We are constantly searching for talented professionals with all levels of Information Technology, Marketing, Human Resources and related skills. We are dedicated to finding you the best project and providing you with competitive compensation and benefits - including dental, 401K, LTD, and tax free medical & dependent care accounts!
Unable to work withŃrd party candidates or agencies
Thanks and Good Luck!
This is a contract job.
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Entry Level Financial Services Opportunities World Class Firm Denverdetailsvisit 02/14/2012 The Mergis Group has teamed up with our client a premier, multi billion dollar, financial services firm located in downtown Boston. We are currently recruiting for entry level candidates with bachelor's degree looking for a progressive career in Financia ...more
l Services.
ABOUT THE COMPANY: 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
BACHELORS DEGREE
SETTLING TRADES IN FAST PACED HIGH VOLUME ENVIRONMENT
RESEARCH AND RESOLUTION CAPABILITIES
STRONG WRITTEN, VERBAL AND PRESENTATION SKILLS
FUND ACCOUNTING, P&L, CORPORATE ACTIONS, TRADE RECONCILIATION and SETTLEMENTS
OR RECENT FINANCE, ACCOUNTING or ECONOMICS DEGREE
HIGH VOLUME DEADLINE ORIENTED ENVIRONMENT
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
Location: DENVER
Compensation: Please call to discuss
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Phone calls about this job are ok.
Please do not contact job poster about other services, products or commercial interests.
Sales Executive Financial Services Softwaredetailsvisit 01/30/2012 Advent Software, Inc. (NASDAQ:ADVS) is currently seeking a highly motivated
Sales Executive to be based in San Francisco or Denver.
Black Diamond Performance Reporting provides solutions for the wealth
management process. The core produ ...more
ct retrieves and reconciles investment
accounting data and provides a feature rich, Internet-based application to
analyze performance. Black Diamond Performance Reporting helps wealth managers
and their clients by providing unbiased, outsourced investment performance
reporting.
The primary responsibility of the Sales Executive is to lead business
development for the Black Diamond portfolio management and reporting platform
solution in the rapidly growing independent advisor market. As we are a young,
growing solution that is poised for our next stage of growth, this is a great
opportunity to help define our future and have a significant impact on our
clients and the industry. Given the significant growth opportunities available
with this position, we are seeking a unique leader who can deliver results and
contribute to the evolution of a dynamic company.
The Sales Executive position requires an entrepreneurial, driven leader who
shares our passion to help wealth management firms enhance client service,
increase productivity and improve scalability. The individual will need to be
highly organized, self-motivated and have a focused enthusiasm for generating
new business partnerships. They must be able to excel at managing and
prioritizing multiple sales opportunities, while identifying clients that fit
our partnership philosophy. We empower our people to make decisions and seek a
documented track record of success in technology sales and credibility within
the financial services industry.
Job Responsibilities
Lead sales and business development in a defined sales region.
Develop and execute a sales plan for generating leads, maximizing sales
opportunities and achieving sales performance targets.
Lead consultative sales process. Communicate effectively and
persuasively with senior management, operations personnel and technology
associates within an advisory practice and diagnose key operational needs
and challenges.
Identify and present compelling proposals on where the Black Diamond
solution will add value vs. existing systems or competitive options.
Build and maintain strategic business relationships with custodians,
other technology companies and other referral partners.
Proactively communicate with prospective clients via phone, in person
and electronic channels.
Weekly communication and reporting to senior sales management.
Make recommendations to improve the sales process and territory
management.
Qualifications Requirements
10+ years in a sales, relationship management or consulting role
Proven ability to develop new business and achieve and exceed sales
targets
Experience in highly consultative sales process with experience managing
multiple buying influences within an organization
Proven ability to make effective individual and group consultative sales
presentations
Proven ability to manage a large territory
Exceptional organization and time management skills
Ability to negotiate and close deals at the executive level
Focused team player with an understanding of corporate objectives and a
desire to excel with the company
Experience in the financial services (especially wealth management and
registered investment advisor) industry is strongly desired
Experience selling financial services technology solutions to advisory
or wealth management firms is strongly desired
LOCATION AND TRAVEL
Position should be located at/near major metropolitan area (multiple potential
locations). Approximately 25% travel is required. Travel to the Black Diamond
office in Jacksonville Florida is required on average once per quarter.
Why work for Advent?
Experience
Ν+ years of successfully providing mission critical, reliable,
trusted solutions to investment management organizations of all sizes
Stability
4,500 clients worldwide with over $16 trillion managed with our
systems
Offices located in San Francisco, Jacksonville, New York, Boston,
London, Amsterdam, Stockholm, Dubai and Beijing
Innovation
Commitment to innovation, which is inspired by client and industry
needs
Reputation
Ranked in the top 15 on the list of 100 Best Places to Work in the
Bay Area by the San Francisco Business Times - 5th year in a row!
Advent has made the San Francisco Business Times' Top Corporate
Philanthropists in the Greater Bay Area list 2009, 2010, and 2011
This is a full time, salaried staff position with Advent Software, Inc.,
where highly skilled professionals power the market in automated solutions for
investment professionals. A competitive compensation and comprehensive benefits
package includes equity compensation, 401(k) w/match, employee stock purchase,
and domestic partners coverage. For over 28 years, Advent has revolutionized
professional money management. Join us as we shape the future of the financial
services industry.
Click
here to apply.
Principals only please. NO AGENCY CANDIDATES WILL BE CONSIDERED.
Please apply direct to Advent. No phone calls please.
Advent Software, Inc. is an equal opportunity employer, committed to a diverse
workforce.
Compensation: competitive base plus commission, stock plan, and great benefits
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.
New Financial Services Company Needs Sales Reps Denver Coloradodetailsvisit 01/30/2012 We are Recruiting people who need jobs with great income potential and financial security. Financial Services is a recession proof business that takes time to build up. You can start it part-time while keeping your other job as you go through a systemic, ...more
time tested, training program. This is hard work with a great reward in your future. A good salary can be made as well as residual income and over rides on other agents work.
You will be selling Financial Services of well established companies such as iTransact, Mutual of Omaha, Progressive Insurance to name a few. There are both products that you need a license and don't need a license to sell.
Please only apply if you are hard working and have integrity. You do not need Financial Services licenses or experience to begin just great people presentation skills and must be teachable and coachable. Only serious applicants need apply
Introduction to our company by a great speaker at an event 6:30 tonight Monday January 30th 2012. You may certainly attend other presentations or have a personal interview after this event. Please call Karis Holman 303-921-2830. Email karis@karis.ws
Location: Denver, Colorado
Compensation: There is a detailed Commission and compensation plan that can be shown on first
Telecommuting is ok.
This is a part-time job.
OK to highlight this job opening for persons with disabilities
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.
New Financial Services Company Needs Sales Reps Denver Coloradodetailsvisit 01/30/2012 We are Recruiting people who need jobs with great income potential and financial security. Financial Services is a recession proof business that takes time to build up. You can start it part-time while keeping your other job as you go through a systemic, ...more
time tested, training program. This is hard work with a great reward in your future. A good salary can be made as well as residual income and over rides on other agents work.
You will be selling Financial Services of well established companies such as iTransact, Mutual of Omaha, Progressive Insurance to name a few. There are both products that you need a license and don't need a license to sell.
Please only apply if you are hard working and have integrity. You do not need Financial Services licenses or experience to begin just great people presentation skills and must be teachable and coachable. Only serious applicants need apply
Introduction to our company by a great speaker at an event 6:30 tonight Monday January 30th 2012. You may certainly attend other presentations or have a personal interview after this event. Please call Karis Holman 303-921-2830. Email karis@karis.ws Hiring Organization: The A Team
Location: Denver, Colorado
Compensation: There is a detailed Commission and compensation plan that can be shown on first
Telecommuting is ok.
This is a part-time job.
OK to highlight this job opening for persons with disabilities
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.
then read below for more details about this opportunity. If this is something you are excited about then submit your resume with a short paragraph on why you believe this is the career for you.
EXPERIENCE AND KNOWLEDGE
o Experience in sales and marketing and/or customer service desirable.
o Experience with computer software and Microsoft Office is a must.
o Knowledge of personal lines insurance products including Auto, Home, Life and Health is desirable.
SKILLS/ ABILITIES
o Ability to learn and apply product, industry and market knowledge to make professional recommendations to prospects and policyholders.
o Ability to influence others.
o Ability to create professional business relationships with prospects and policyholders.
o Strong listening, oral and written communication skills.
o Ability to take initiative and act effectively in various circumstances without direction.
o Self-confidence/perseverance/strong work ethic: remain positive and maintain progress towards a goal in spite of obstacles and adversity.
o Goal oriented: highly motivated and resourceful to achieve results.
o Proven track record of trustworthiness, dependability and ethical behavior - you must be able to pass a background check.
o Proven problem solving ability.
o Ability to organize and act on several activities at the same time.
JOB RELATED TRAINING COURSES, LICENSING AND PROGRAMS
Successfully complete and maintain all company, state and federal requirements (licenses) to market and service State Farm products.
DUTIES AND RESPONSIBILITIES
o Help develop and implement the agency's marketing plan.
o Contact prospects and current policyholders to generate interest in insurance and financial services solutions.
o Conduct needs based interviews.
o Meet marketing and sales goals.
o Provide prompt, accurate, friendly, cost-effective service and use it as a basis for generating marketing opportunities.
o Work with agent's computer system to update information in customer databases.
o Perform other related duties as assigned by the agent.
Hiring Organization: State Farm Agency Hiring Organization: State Farm Agency
Location: South Denver - Tech Center Area
Compensation: Salary plus commission and 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.
then assisting with the marketing efforts of a successful, growing agency may be the opportunity for you.
Compensation includes salary plus a production based incentive plan to give you control over your income. Typical work week is Monday - Friday 8-5 plus rotating Saturdays 9 to noon. Pre-employment assessments exams and background checks including criminal and credit will be required. Benefits include health insurance plan subject to meeting employment requirements.
If you are driven to achieve, passionate about being the best and excel in a fast paced work environment this is your opportunity for success.
Requirements:
Proven sales experience
Able to create and implement need-based marketing plans
Comfortable conducting sales interviews and closing the sale
Willing to learn new products
Adaptable to change
Enthusiastic about sales contests and challenges
Ability to improvise and try alternative approaches to sales
Excellent communication skills
Willing to do what it takes to be successful
Have insurance producer licenses or the ability to obtain licenses within 30 days of employement
Location: SE Metro Denver
Compensation: Base salary plus commission and bonus subject to meeting established goals
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Financial Services Refinance Specialist Colorado Front Rangedetailsvisit 01/22/2012 We are an Educational based 29 yr. old local full services Financial Services company in need of 2-3 talented team players to join our growing team as a Refinance Specialist (100% growth over the last 36 months). We are currently interviewing for Special ...more
ists and/or Specialists Management Positions.
Previous Financial experience is not necessary.
We provide full on going classroom and field training.
Full and Part Time options
Females excel in our culture
Exclusive Products
Leads Available
Lead Generation
After answering the following questions:
Are you Coachable?
Have you been laid off, outsourced, or downsized?
Do you want to control your next career choice?
Do you want to make a difference in people's lives?
Can you follow a proven process for success?
Confidential Interviews are now being scheduled.
Location: Colorado - Front Range
Compensation: $ȈK - 1st Yr, $60K-$80K 2nd Yr Potential for Motivated Team Player
Telecommuting is ok.
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.
then read below for more details about this opportunity. If this is something you are excited about then submit your resume with a short paragraph on why you believe this is the career for you.
EXPERIENCE AND KNOWLEDGE
o Experience in sales and marketing and/or customer service desirable.
o Experience with computer software and Microsoft Office is a must.
o Knowledge of personal lines insurance products including Auto, Home, Life and Health is desirable.
SKILLS/ ABILITIES
o Ability to learn and apply product, industry and market knowledge to make professional recommendations to prospects and policyholders.
o Ability to influence others.
o Ability to create professional business relationships with prospects and policyholders.
o Strong listening, oral and written communication skills.
o Ability to take initiative and act effectively in various circumstances without direction.
o Self-confidence/perseverance/strong work ethic: remain positive and maintain progress towards a goal in spite of obstacles and adversity.
o Goal oriented: highly motivated and resourceful to achieve results.
o Proven track record of trustworthiness, dependability and ethical behavior - you must be able to pass a background check.
o Proven problem solving ability.
o Ability to organize and act on several activities at the same time.
JOB RELATED TRAINING COURSES, LICENSING AND PROGRAMS
Successfully complete and maintain all company, state and federal requirements (licenses) to market and service State Farm products.
DUTIES AND RESPONSIBILITIES
o Help develop and implement the agency's marketing plan.
o Contact prospects and current policyholders to generate interest in insurance and financial services solutions.
o Conduct needs based interviews.
o Meet marketing and sales goals.
o Provide prompt, accurate, friendly, cost-effective service and use it as a basis for generating marketing opportunities.
o Work with agent's computer system to update information in customer databases.
o Perform other related duties as assigned by the agent.
Hiring Organization: State Farm Agency Hiring Organization: State Farm Agency Hiring Organization: State Farm Agency
Location: South Denver - Tech Center Area
Compensation: Salary plus commission and 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.
Insurance And Financial Services Sales Representative Centennial Dtcdetailsvisit 01/20/2012 Our team is expanding! We want qualified and motivated professionals to join our team. Are you enthusiastic about helping people manage everyday risks, recover from the unexpected, and realize their dreams? If you answered yes to these questions then ass ...more
isting with the marketing efforts of a successful, growing agency may be the opportunity for you.
Compensation includes salary plus a production based incentive plan to give you control over your income. Typical work week is Monday - Friday 8-5 plus Saturdays 9 to noon. Pre-employment assessments exams and background checks including criminal and credit will be required. Benefits include health insurance plan. Bi-lingual Spanish/English a plus.
If you are driven to achieve, passionate about being the best and excel in a fast paced work environment this is your opportunity for success.
Requirements:
Proven sales experience
Able to create and implement need-based marketing plans
Comfortable conducting sales interviews and closing the sale
Willing to learn new products
Adaptable to change
Enthusiastic about sales contests and challenges
Ability to improvise and try alternative approaches to sales
Excellent communication skills
Willing to do what it takes to be successful
Have insurance producer licenses or the ability to obtain licenses within 30 days of employement
Location: Centennial/DTC
Compensation: Base salary plus commission and bonus subject to meeting established goals
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Financial Advisory Services West Denverdetailsvisit 01/18/2012 Daryl Christensen
District Manager
Waddell & Reed, Inc.
350 Indiana St
Suite 700
Golden, CO 80401
At Waddell & Reed, we make an investment in your independence. We believe that entrepreneurial advisors like you will drive the future of our industry. As ...more
you consider your options, we want you to know that Waddell & Reed not only offers what you're looking for, but we do so with a level of personal support that sets us apart.
In a commoditized broker/dealer world, we believe we provide a uniquely flexible and supportive business model that provides advisors, and their clients, the opportunity to optimize their success.
To that end, we offer:
An advisor-focused and client-centric culture
A seamless transition to get you up and running
Comprehensive rewards that affirm your worth
A complete product offering to satisfy your clients' complex needs
A broad spectrum of technology to streamline your practice
The customized support you need to grow your business
With these attributes, Waddell & Reed occupies a distinctive niche in the financial services landscape. Our hybrid approach offers a level of advisor support typically found in a wirehouse with the competitive compensation structure and autonomy of an independent firm. We call it Supported Independence.
If you would be interested in a confidential (lunch or meeting ), feel free to contact me. In addition, I will follow up with you next week to answer any immediate questions.
Sincerely,
Daryl Christensen
District Manager
phone: 303 278 4747
fax:縯 279 9455
dchristensen@wradvisors.com
www.joinwaddell.com
Waddell & Reed, Inc. (09/09)
Location: West Denver
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Webinar For Financial Services Opportunity Coloradodetailsvisit 01/13/2012 Looking for a career change or new business opportunity? Money Concepts International, a leader in wealth management and financial planning, will be conducting Opportunity Workshop webinars introducing the opportunities available in the Financial Services ...more
Industry. Money Concepts is now completing 31 years in the business of helping entrepreneurs in financial services achieve success. We will hold webinars every Friday in January and February. Please call Tony Fisher at (970) 945-8369 for details.
We provide proven business models, professional coaching and education. We work with you to build a business and marketing plan that takes you from where you are to where you want to be. Along the way you will be provided high-tech soft-touch marketing, comprehensive training, personal coaching and ongoing technology support, everything needed to assure success. Be in business FOR yourself, not BY yourself.
The Sure Way to Miss Success is to Miss the Opportunity!
Location: Colorado
Compensation: This is a Commission/Fee position
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.
Webinar For Financial Services Opportunity Coloradodetailsvisit 01/13/2012 Looking for a career change or new business opportunity? Money Concepts International, a leader in wealth management and financial planning, will be conducting Opportunity Workshop webinars introducing the opportunities available in the Financial Services ...more
Industry. Money Concepts is now completing 31 years in the business of helping entrepreneurs in financial services achieve success. We will hold webinars every Friday in January and February. Please call Christopher Blair at (303) 316-7900 for details.
We provide proven business models, professional coaching and education. We work with you to build a business and marketing plan that takes you from where you are to where you want to be. Along the way you will be provided high-tech soft-touch marketing, comprehensive training, personal coaching and ongoing technology support, everything needed to assure success. Be in business FOR yourself, not BY yourself.
The Sure Way to Miss Success is to Miss the Opportunity!
Hiring Organization: Money Concepts International Hiring Organization: Money Concepts International
Location: Colorado
Compensation: This is a Commission/Fee position
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.
Insurance And Financial Services Sales Representative Centennial Dtcdetailsvisit 01/11/2012 Our team is expanding! We want qualified and motivated professionals to join our team. Are you enthusiastic about helping people manage everyday risks, recover from the unexpected, and realize their dreams? If you answered yes to these questions then ass ...more
isting with the marketing efforts of a successful, growing agency may be the opportunity for you.
Compensation includes salary plus a production based incentive plan to give you control over your income. Typical work week is Monday - Friday 8-5 plus Saturdays 9 to noon. Pre-employment assessments exams and background checks including criminal and credit will be required. Benefits include health insurance plan. Bi-lingual Spanish/English a plus.
If you are driven to achieve, passionate about being the best and excel in a fast paced work environment this is your opportunity for success.
Requirements:
Proven sales experience
Able to create and implement need-based marketing plans
Comfortable conducting sales interviews and closing the sale
Willing to learn new products
Adaptable to change
Enthusiastic about sales contests and challenges
Ability to improvise and try alternative approaches to sales
Excellent communication skills
Willing to do what it takes to be successful
Have insurance producer licenses or the ability to obtain licenses within 30 days of employement
Location: Centennial/DTC
Compensation: Base salary plus commission and bonus subject to meeting established goals
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.
Financial Services Representative Dtcdetailsvisit 01/10/2012 Job Summary:
This is a position as a registered representative for the Denver sales office of a major Wall Street investment firm. We are looking for someone who is excited to delve into the rewarding industry of financial services.
Job Skills Required: ...more
We are looking for someone who is highly motivated to succeed, has a strong work ethic and strong verbal communication skills.
Education/Experience Required:
We are looking for someone who has a bachelor's degree or higher.
NO experience in the financial services industry is required to apply. You do NOT need to be licensed yet, because we will offer you extensive training to help you get licensed. We are looking for individuals who are ready to jump into their career and find their success!
If you meet the listed qualifications, and are interested in hearing more about our company, please reply to this post.
Location: DTC
Compensation: detailed in interview process
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then read below for more details about this opportunity. If this is something you are excited about then submit your resume with a short paragraph on why you believe this is the career for you.
EXPERIENCE AND KNOWLEDGE
o Experience in sales and marketing and/or customer service desirable.
o Experience with computer software and Microsoft Office is a must.
o Knowledge of personal lines insurance products including Auto, Home, Life and Health is desirable.
SKILLS/ ABILITIES
o Ability to learn and apply product, industry and market knowledge to make professional recommendations to prospects and policyholders.
o Ability to influence others.
o Ability to create professional business relationships with prospects and policyholders.
o Strong listening, oral and written communication skills.
o Ability to take initiative and act effectively in various circumstances without direction.
o Self-confidence/perseverance/strong work ethic: remain positive and maintain progress towards a goal in spite of obstacles and adversity.
o Goal oriented: highly motivated and resourceful to achieve results.
o Proven track record of trustworthiness, dependability and ethical behavior - you must be able to pass a background check.
o Proven problem solving ability.
o Ability to organize and act on several activities at the same time.
JOB RELATED TRAINING COURSES, LICENSING AND PROGRAMS
Successfully complete and maintain all company, state and federal requirements (licenses) to market and service State Farm products.
DUTIES AND RESPONSIBILITIES
o Help develop and implement the agency's marketing plan.
o Contact prospects and current policyholders to generate interest in insurance and financial services solutions.
o Conduct needs based interviews.
o Meet marketing and sales goals.
o Provide prompt, accurate, friendly, cost-effective service and use it as a basis for generating marketing opportunities.
o Work with agent's computer system to update information in customer databases.
o Perform other related duties as assigned by the agent.
Hiring Organization: State Farm Agency Hiring Organization: State Farm Agency
Location: South Denver - Tech Center Area
Compensation: Salary plus commission and 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.
Motivated Insurance Financial Services Rep Lakewooddetailsvisit 01/10/2012 FUEL Financial, Inc. (Finances Understood, Empowerment Launched) is looking for a few key, career-oriented professionals to train in the area of today's wealth protection and accumulation. We are an independent, education-based firm that excels in providi ...more
ng state-of-the-art financial products from time-tested, A-rated companies. Our primary insurance services include: life, health, and annuities. Our secondary insurance services include but are not limited to: auto, homeowners, commercial, and merchant services. Applicants don't need to be currently licensed, but must be willing to obtain licensure in a timely manner.
Financial products are changing and we are ahead of the curve. Our clients are concerned about up and down markets, outliving their retirement incomes, future increases in taxes and how to provide for long-term care down the road. We provide easy to understand education/seminars and product solutions to fit our clients' needs without any sales pressure. Ladies, we also have a program just for educating women regarding their finances. It is fun, educational and growing fast.
Previous experience in the insurance industry is not required, although it is desirable. A qualified candidate must:
-have a 4-year degree or the equivalent in professional job related experience.
-be willing to meet new people on a daily basis
-be self-guiding
-display exceptional time-management skills
-have an attention for detail
-be personable
-have an easy-going attitude
-be an outstanding communicator
-have a passion for the products/services they are representing
-display exceptional leadership and teamwork abilities
Typical duties include completion of product training course and licensure, client prospecting, marketing development, and sales performance.
We provide full, ongoing training, lead programs, marketing materials and support, seminars and seminar training. We are seeking full time, part-time and work-from-home individuals. Our agents starting commissions are double the industry standard, and agents are entitled to residuals starting day one. Recruiting and quarterly bonuses are available. Management/override opportunities are also available to qualifying agents.
Interested applicants should email a resume and cover letter. More information is available at www.fuelfinancial.com. Applicants can also call for more information: 720냧-5880.
Hiring Organization: FUEL Financial, Inc. Hiring Organization: FUEL Financial, Inc.
Location: Lakewood
Compensation: Commission based - bonuses, annual renewals (residuals), paid trips for qualifi
Telecommuting is ok.
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Please do not contact job poster about other services, products or commercial interests.
Insurance Financial Services Representative Denverdetailsvisit 01/09/2012 Job Purpose
To assist in the sales & marketing of State Farm auto, home, business, life, health, banking, mutual funds products and other financial services products (hereafter referred to as financial services), as an employee of Jessika Aerni Insurance ...more
Agency Inc. .
EXPERIENCE AND KNOWLEDGE_________________________________________
o Experience in insurance & financial services sales, and a variety of computer applications, particularly Windows applications, desirable
o Proven track record of sales success and demonstrated leadership skills preferred
o Experience in marketing and customer service desirable
o Experience in multi-tasking, prioritizing & execution of multiple projects
o Knowledge of the following Insurance & Financial Services is desirable: Auto, home, business, life, health, bank, and/or mutual fund products
SKILLS/ ABILITIES____________________________________________________
o Ability to become fully licensed to market State Farm insurance &`financial services products, including auto, home, business, life, health, bank and mutual funds.
o Ability to present and solicit insurance and financial services products to potential and existing clients
o Ability to conduct needs based marketing interviews with potential and existing clients
o Ability to explain complex financial issues in understandable terms
o Ability to effectively relate to customers
o Strong listening, oral, and written communications skills
o Ability to take initiative and act effectively both individually and as a member of a team without direction
o Ability to create and maintain professional business relationships with prospects, policyholders, co-workers, and associates within the State Farm organization
o Ability to learn and become proficient with various computer applications
o Ability to adapt to changing market conditions and a dynamic work environment
o Ability to pay close attention to detail and accuracy
o Ability to handle multiple tasks and maintain strong organizational skills
o Ability to meet deadlines and meet sales benchmarks
JOB RELATED TRAINING COURSES, LICENSING AND PROGRAMS___________
o Successfully complete and maintain all state, federal and State Farm requirements -- including licensing and securities registration - to market and service designated State Farm products and services
o Remain current in all product changes and technical developments, and participate in company and industry training sessions as required
o Remain current in all Continuing Education (CE) courses as required
DUTIES AND RESPONSIBILITIES_______________________________________________
o Met and/or exceed all sales benchmarks
o Maintain licenses and/or registrations to market State Farm products, as requested
o Develop qualified leads and set appointments for financial services products with existing clients
o Create and facilitate financial services product presentations to existing clients
o Conduct needs based sales interviews within the agent's office or client's home or business
o Utilize agency and State Farm computer applications, as required and available
o Accurately prepare forms, policies, endorsements when required
o Follow up with customers and keep the agent informed
o Provide prompt, professional customer service
o Participate in training and team meetings as requested
o Perform other related duties as assigned by the agent
ITEMS TO NOTE_______________________________________________________
o Position may require irregular hours on a frequent basis
o Position may require travel to other State Farm locations as well as to clients' homes or businesses
Hiring Organization: Jessika Aerni Insurance Agency Inc
Location: DENVER
Compensation: Salary plus commission
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Please do not contact job poster about other services, products or commercial interests.