- Customize financial plans for each client based on their evolving financial needs
- Develop a prospective customer base and advertise our financial products through referrals
- Determine each client's financial status to provide strategic recommendations for products, plans, investments, and other methods to help clients achieve their financial goals
- Stay abreast of any changes in the financial industry that may impact the clients in your portfolio
- Maintain long-term relationships with clients to provide continued excellent service and remain in mind should clients have new financial needs
- Openness to learning about the financial industry and our various products and offerings
- Bachelor's degree in business administration, finance, or similarly related field is recommended but not required
- Excellent interpersonal and communication skills with integrity and a strong work ethic
- Should have the ability to market yourself and network with potential clients
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Financial Representative
4 days ago
Northwestern Mutual Los Angeles, United StatesJob Description · Job DescriptionLaunch your career in insurance by applying to join our growing team as a financial representative We are looking for individuals with customer service skills who are passionate about helping our clients achieve financial security and reach their ...
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Financial Representative
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Primerica - los Angeles Los Angeles, United StatesAre you interested in starting a career in the financial sector? · We are looking for a candidate with the following skills: · Excellent written and verbal communication skills · Strong customer service skills · If you thrive in a flexible environment and have an entrepreneurial ...
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Financial Sales Representative
1 day ago
Premium Merchant Funding Los Angeles, United StatesJob Description · Job DescriptionJoin Our Team at Premium Merchant Fundings' West Coast Headquarters · About Us: At Premium Merchant Funding, we are more than just a fintech company; we are a cohesive team dedicated to empowering small and medium-sized businesses with transformat ...
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Financial Representative
2 weeks ago
Northwestern Mutual Los Angeles, United StatesWe are looking for a financial representative with an entrepreneurial spirit and amazing customer service skills to join our fast-growing business and help our clients achieve their financial goals. You'll help new customers navigate the financial process and help identify the ri ...
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Financial Representative
4 days ago
Northwestern Mutual Los Angeles, United StatesWho We Are: Recognized by FORTUNE as one of the "World's Most Admired" companies, Northwestern Mutual has been among the leaders in the financial services industry for more than 160 years and has a proven track record of financial success. · With over 50% of American's citing tha ...
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Emergency Financial Representative
3 weeks ago
PIH Health Los Angeles, United StatesThe Emergency Financial Representative is responsible for ensuring reimbursement to PIH Health from patients or other responsible parties along with assisting patients in understanding their health care insurance coverage by determining eligibility, benefits and utilization requi ...
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Financial Sales Representative
3 weeks ago
Premium Merchant Funding Los Angeles, United States**Join Our Team at Premium Merchant Fundings' West Coast Headquarters** · **About Us**: At Premium Merchant Funding, we are more than just a fintech company; we are a cohesive team dedicated to empowering small and medium-sized businesses with transformative financial solutions. ...
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Patient Financial Representative
2 days ago
UCLA Health Los Angeles, United States**Description** · Under the general supervision of the Director of Revenue Cycle Operations Enhancement and Development, representatives will serve as team members on the Patient Responsibility team. · Representatives are responsible for understanding and communicating insurance ...
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Financial Services Representative
1 week ago
Paramount Elite LLC Los Angeles, United StatesOur mission is to impact our communities through financial literacy, as well as offering the best-in-class financial products and services. · **Website**: · Highly competitive performance-based pay. · Qualities we're looking for: · - Entrepreneurial · - Ambitious · - Self-motivat ...
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Financial Representative
6 days ago
Todd Tarter - State Farm Agent Willowbrook, United StatesBenefits:401(k) · 401(k) matching · Bonus based on performance · Dental insurance · Flexible schedule · Health insurance · Opportunity for advancement · Vision insurance · ROLE DESCRIPTION:As a Financial Representative - State Farm Agent Team Member with Todd Tarter - State Farm ...
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Financial Representative
14 hours ago
The Western and Southern Life Insurance Company Cerritos, United StatesExplore Your Future at Western & Southern Life · Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be ...
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Associate Financial Representative
5 days ago
Modern Woodmen of America Pasadena, United StatesOverview · The Modern Woodmen – [OFFICE] is seeking a motivated and driven individual to join our team as an Associate Financial Representative. This role offers an opportunity to partner with a respected local business and work alongside the Managing Partner and Senior Financia ...
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Financial Representative
1 day ago
Northwestern Mutual Santa Monica Santa Monica, United StatesJob Description · Job DescriptionWe are looking for a financial representative with an entrepreneurial spirit and amazing customer service skills to join our fast-growing business and help our clients achieve their financial goals. You'll help new customers navigate the financial ...
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Financial Representative
5 days ago
Northwestern Mutual Santa Monica Santa Monica, United StatesJob Description · Job DescriptionWe are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their ...
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Financial Center Client Service Representative
3 weeks ago
Bank of America Los Angeles, United StatesFinancial Center Client Service Representative · Los Angeles, California · **Job Description:** · At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and h ...
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Financial Services Representative FSR I
1 month ago
Aston Carter Los Angeles, United States Contract to RegularHYBRID SCHEDULE · Pay: $22-$24/HR · Must be able to commute in 2x3 days a week. · MUST HAVE CALL CENTER EXPERIENCE AND SOME FORM OF FINANCIAL EXPERIENCE (I.E BANKING, CREDIT UNIONS, FINANCIAL GROUPS ETC..) · Email your MOST UPDATED resume to for immediate consideration · Descrip ...
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California Credit Union Los Angeles, United StatesOverview: · **General Summary** · The Financial Service Representative (FSR) is based in a branch. This position works within established guidelines to perform sales and service activities. Provides prompt, professional and accurate information to members and potential members in ...
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vTech Solution Los Angeles, United StatesER Financial Representative - 07:00pm - 03:30amROTATING WEEKENDS REQUIREDPLEASE NOTE THAT ORIENTATION OURS MAY DIFFERENT FROM SHIFT HOURSPOSITION SUMMARYThe Emergency Financial Representative is responsible for ensuring reimbursement to PIH Health from patients or other responsib ...
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The Bank of America Corporation Glendale, United StatesAt Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders Client Service, Financial, Rep ...
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Financial Services Representative FSR I
1 month ago
Aston Carter Los Angeles, United States Contract to RegularHYBRID · Description: · Responsible for the efficient, effective timely processing of member request and work relating to Contact Center responsibilities through all channels (phone, chat and secured messages). This includes assisting members with questions and troubleshooting wi ...
Financial Representative - Los Angeles, United States - Northwestern Mutual
Description
We are looking for a financial representative with an entrepreneurial spirit and amazing customer service skills to join our fast-growing business and help our clients achieve their financial goals.
You'll be part of an entrepreneurial system with access to a broad portfolio of unmatched products, powerful sales tools, and a large resource network so you can focus on activities that get results.
To do your best work, our team gives you the training, support, and freedom you need to succeed in this role.
If the thought of coming to work every day and making a positive impact on our client's lives motivates you, we'd love to get in touch.
Who We Are:
Recognized by FORTUNE as one of the "World's Most Admired" companies, Northwestern Mutual has been among the leaders in the financial services industry for more than 160 years and has a proven track record of financial success.
With over 50% of Americans citing that their financial planning needs improvement, a career with Northwestern Mutual provides abundant opportunities to serve this growing need
Responsibilities
Qualifications
Financial Representative professionals in Los Angeles
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RICH CHERRY
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