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ENTRY-LEVEL FINANCIAL SERVICE AGENT

Schedule appointments and meet with potential clients Make product recommendations to help clients meet their financial goals Provide ongoing service and support to existing policyholders Be a structured and coachable team player...

CompanyYork Life Insurance Company
AddressChicago, IL
CategoryInformation Technology
Salary$50,000 - $70,000 a year
Date Posted a month ago See detail

Entry-Level Financial Service Agent

York Life Insurance Company

Chicago, IL

$50,000 - $70,000 a year

Schedule appointments and meet with potential clients Make product recommendations to help clients meet their financial goals Provide ongoing service and support to existing policyholders Be a structured and coachable team player...

Financial Services Representative – State Farm Agent Team Member

Cleo Meyer State Farm Agent

Georgia, United States

Must be able to obtain Property & Casualty and Life & Health Licenses Excellent Communication Skills Written, Verbal, and Auditory Self-Motivated Dedicated to customer service Able to effectively relate to a customer, answer the...

Insurance and Financial Services Position - State Farm Agent Team Member

Brad Billings State Farm Agent

Shakopee, MN

Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred Successful track record of meeting sales goals/quotas preferred Interest in marketing products and services based...

Insurance and Financial Services Position - State Farm Agent Team Member

Henry Phan - State Farm Agent

Missouri City, TX

Establish customer relationships and follow up with customers, as needed. Use a customer-focused, needs-based review process to educate customers about insurance options. Develop leads, schedule appointments, identify customer nee...

Insurance and Financial Services Position - State Farm Agent Team Member

Brad Billings - State Farm Agent

Shakopee, MN

Use a customer-focused, needs-based review process to educate customers about insurance options. Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. Work with the agent to i...

Financial Services Position - State Farm Agent Team Member

Jacob Pratt - State Farm Agent

Kansas City, MO

Use a customer-focused, needs-based review process to educate customers about insurance options. Work with the agent to establish and meet marketing goals. Develop leads, schedule appointments, identify customer needs, and market...

Financial Services Representative State Farm Agent Team Member

Lad Drago - State Farm Agent

Daphne, AL

401(k). Bonus based on performance. Competitive salary. Paid time off. Training & development. Use a customer-focused, needs-based review process to educate customers about insurance options. Work with the agent to establish and m...

Financial Services Assistant State Farm Agent Team Member

Stephen Diorio - State Farm Agent

Wayne, PA

Sales and Customer Acquisition: Engaging with potential customers to understand their insurance needs and recommending tailored insurance and financial products that align with their unique requirements. Lead Generation: Proactive...

Financial Services Representative State Farm Agent Team Member

Nicolas Harriman - State Farm Agent

New Hampshire, United States

401(k). Dental insurance. Health insurance. Opportunity for advancement. Paid time off. Profit sharing. Use a customer-focused, needs-based review process to educate customers about insurance options. Work with the agent to establ...

Insurance and Financial Services Position - State Farm Agent Team Member

Lisa Campbell - State Farm Agent

Marrero, LA

Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. Work with the agent to establish and meet marketing goals. Maintain a strong work ethic with a total commitment to succes...

Financial Services Representative State Farm Agent Team Member

Thomas Jansson - State Farm Agent

Aiea, HI

Competitive salary. Health insurance. Opportunity for advancement. Paid time off. Training & development. Use a customer-focused, needs-based review process to educate customers about insurance options. Work with the agent to esta...

Financial Services Capital Markets Senior Manager New

York State Department Of Labor

New York, NY

Continuous learning: Youll develop the mindset and skills to navigate whatever comes next.. Success as defined by you: Well provide the tools and flexibility, so you can make a meaningful impact, your way.. Transformative leader...

Director, Financial Services Solutions New

Intapp

New York, NY

Lead, manage and mentor a global team of pre-sales Solution Consultants. Actively participate in GTM planning and execute Solution Consulting requirements including hiring, onboarding, and re-aligning the Solution Consulting team....

Technology Consulting, Non-Financial Services - Manager Consultant - ServiceNow - Location Open New

York State Department Of Labor

New York, NY

Assist with demonstrations, project scoping, and lead proof-of-concepts. Help prepare Statements of Work (SOWs) to define project deliverables clearly.. Guide clients on how ServiceNow can enhance their Integrated Risk Management...

Technology Consulting, Non-Financial Services, Senior Consultant - ServiceNow - Location Open New

York State Department Of Labor

New York, NY

Lead the technical team on implementation project teams, directing other technical consultants and testers.. Assist Engagement Lead in workshops to gather agile user stories/epics/features using ServiceNow Agile or client-preferre...

Guest Service Agent - Hilton Americas-Houston

Hilton Worldwide Holdings Inc

Houston, TX

Greet guests and complete the registration process to include, but not limited to, inputting and retrieving information from the computer, confirmation of guest information and room rate, selection of rooms, coding electronic keys...

Financial Services Professional - Hybrid Remote (WA)

Bankers Life

Vancouver, WA

Personal Planning Analysis - Asset & Income Protection - Investment & Advisory Services - Trust Services - Wealth Management - Retirement Planning - Develop a client base by growing relationships with your network, establish and m...

Financial Services Professional - Hybrid Remote (OR)

Bankers Life

Salem, OR

Personal Planning Analysis - Asset & Income Protection - Investment & Advisory Services - Trust Services - Wealth Management - Retirement Planning - Develop a client base by growing relationships with your network, establish and m...

Financial Services Professional - Hybrid Remote (AZ)

Bankers Life

Mesa, AZ

Personal Planning Analysis - Asset & Income Protection - Investment & Advisory Services - Trust Services - Wealth Management - Retirement Planning - Develop a client base by growing relationships with your network, establish and m...

Vice President of Sales – Financial Services - Now Hiring

Fisher Investments

Portland, OR

Be the voice of Fisher Investments to prospective clients. Review prospects' personal financial situation and provide solutions. Educate prospective clients on the competitive landscape. Partake in ongoing training in advanced pho...

Insurance and Financial Services Position - State Farm Agent Team Member

Henry Abanonu State Farm Agent

Los Angeles, CA

Establish customer relationships and follow up with customers, as needed. Use a customer-focused, needs-based review process to educate customers about insurance options. Work with the agent to establish and meet marketing goals....

Client Service Administrator - Financial Firm - Sarasota, FL New

Advisor Employee Services

Sarasota, FL

Strong organizational skills. Excellent communication; written and verbal. Attention to detail and accuracy. Proactive management style and consistent follow-through. Associates Degree preferred. Financial Industry experience requ...

Marketing Service Assistant - State Farm Agent Team Member New

Ronald Demyers - State Farm Agent

Montclair, NJ

Competitive salary. Training & development. Establish customer relationships and follow up with customers, as needed. Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding i...

Service Bdc Agent - Hanover, United States - Group 1 Automotive, Inc. New

Group 1 Automotive, Inc.

United States

Health Insurance. Dental insurance. Vision, Life, Disability insurance. 401(k) plan with company match. Paid vacation. Employee Stock Purchase Plan. Employee Vehicle Purchase Program. Professional work environment, with job traini...

Guest Service/Front Desk Agent - Hilton Cabana Miami Beach Resort

Hilton

Miami Beach, FL

Greet guests and complete the registration process to include, but not limited to, inputting and retrieving information from the computer, confirmation of guest information and room rate, selection of rooms, coding electronic keys...

Service Desk Agent

Saic Motor

Remote - Tate, GA

Provide prompt, courteous, and high-quality end user support services to DCSA out of Quantico Virginia. Responsible for troubleshooting of tickets to quickly resolve Tier 1/2 issues for end users of DCSA's internal infrastructure...

Service Desk Agent

Saic Motor

Remote - Texas, United States

Provide prompt, courteous, and high-quality end user support services to DCSA out of Quantico Virginia. Responsible for troubleshooting of tickets to quickly resolve Tier 1/2 issues for end users of DCSA's internal infrastructure...

Insurance and Financial Services Position - State Farm Agent Team Member

Holly Thomason - State Farm Agent

Hartwell, GA

Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification...

Insurance and Financial Services Position - State Farm Agent Team Member

Kelly Matz - State Farm Agent

Wildwood, FL

Use a customer-focused, needs-based review process to educate customers about insurance options. Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. Maintain a strong work e...

Insurance and Financial Services Position - State Farm Agent Team Member

Jessica Rhee - State Farm Agent

Chicago, IL

$41.7K - $52.8K a year

Establish customer relationships and follow up with customers, as needed. Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverage...