- Display the ability to be a self-starter/entrepreneur and demonstrate high skill with relationships and the key competencies required to be a successful Financial Professional
- Ability to generate leads; set and hold productive meetings; present and implement solutions and be proactive in providing ongoing support and service
- Understand that our value lies in the depth of client relationships and is exceptional at developing them, particularly with high net worth prospects and clients
- Be an established, consummate professional at all times, both internally with our team and externally with the public
- Provide clients with a full range of investment services that Midwest Legend Group offers
- 1+ yrs. financial sales experience preferred
- Bachelor's degree or equivalent business experience
- Ability to build and manage client relationships
- Excellent written and oral communication skills
- FINRA Series 6/7, 65/66 and state insurance license preferred; exceptional candidates without this licensing will be considered
-
Financial Professional
1 week ago
New York Life Insurance Company Columbus, United StatesJob Description · Job DescriptionFINANCIAL PROFESSIONAL - Hybrid role · Are you a leader who has the following traits? · • Competitive · • Entrepreneurial · • Coachable · • Communicative · • Self-disciplined · • Authentic · If the answer is yes, consider becoming an insurance age ...
-
Financial Sales Professional Associate
1 week ago
New York Life Insurance Company - Columbus, OH Columbus, United StatesJob Description · Job DescriptionFINANCIAL PROFESSIONAL - Hybrid role · Are you a leader who has the following traits? · Competitive · Entrepreneurial · Coachable · Communicative · Self-disciplined · Authentic · If the answer is yes, consider becoming an insurance agent to drive ...
-
Sales | Insurance Agent | Financial Professional
2 weeks ago
LivingChic Financial Columbus, United StatesJob Description · Job DescriptionJob Title: Sales | Insurance Agent | Financial Professional (Commission-Based) · Location: Remote · Description: Are you looking for one of the Top Payment Structures in the industry along with an amazing team? Our culture is built by entrepreneur ...
-
State of Ohio Columbus, United StatesWho we are: · The Ohio Department of Natural Resources (ODNR) is committed to its mission "To ensure a balance between wise use and protection of our natural resources for the benefit of all." Our agency embraces the insightful use of our natural resources to assure the continued ...
-
Financial Sales Professional Associate
1 week ago
New York Life Insurance Company - Columbus, OH Columbus, United StatesJob Description · Job DescriptionFINANCIAL PROFESSIONAL - Hybrid role · Are you a leader who has the following traits? · Competitive · Entrepreneurial · Coachable · Communicative · Self-disciplined · Authentic · If the answer is yes, consider becoming an insurance agent to drive ...
-
Financial Sales Professional Associate
1 week ago
New York Life Insurance Company - Columbus, OH Columbus, United States Full timeFINANCIAL PROFESSIONAL - Hybrid role Are you a leader who has the following traits? · • Competitive · • Entrepreneurial · • Coachable · • Communicative · • Self-disciplined · • Authentic If the answer is yes, consider becoming an insurance agent to drive positive impact in ...
-
Financial Professional
6 days ago
New York Life Dublin, United States**Are you a leader who has the following traits?** · - Competitive · - Entrepreneurial · - Coachable · - Communicative · - Self-disciplined · - Authentic · If yes, consider becoming an insurance agent to drive positive impact in the lives of families every day. At New York Life, ...
-
Bank clerk
2 weeks ago
Spectrum Ventures Columbus City, United StatesColumbus City 'Bank Clerk / Insurance Clerk in Field Sales (m/f/d) Substitute for the Rhineland-Palatinate and Saarland Region · Online Application · TARGOBANK as an Employer · BANK.REALLY.DIFFERENT. That is our claim as an employer. Become part of our sales team and bring your p ...
-
Tax clerk
2 weeks ago
Apex Ventures Franklin, United StatesWe are looking for a dedicated tax clerk to support our client's team in the field of tax consulting. Apply now · Location: Zwickau · These are your tasks as a tax clerk · Independent preparation of financial accounting, annual financial statements and tax returns for companies a ...
-
Team leader
2 weeks ago
Crimson Ventures Franklin, United StatesTeam Leader (m/f/d) Special Needs Care WARM COMMUNITY AT THE SCHILDGERBER WEG RESIDENTIAL FACILITY: At the Schildberger Weg residential facility, 58 individuals with intellectual and/or multiple disabilities not only find a home, but also a warm COMMUNITY where FAMILY-LIKE TOGETH ...
-
Wealth Management Associate
1 week ago
Equitable Advisors Columbus, United StatesEquitable Advisors- Company Overview · Equitable Advisors is a leader in helping individuals and businesses address their financial goals through financial strategies, investment services and risk management. We have more than 40 branches across the country employing approximatel ...
-
Financial Analyst
4 days ago
Latitude Inc Ohio, United StatesJob Title: FP&A AnalystLocation: Swanton, Ohio (Hybrid)Salary: $60,000 - $75,000 per yearAre you a detail-oriented financial professional with a passion for analysis and forecasting? Do you thrive in a collaborative environment where you can leverage your skills to drive business ...
-
Call Center Representative
2 weeks ago
Russell Tobin Columbus, United StatesPosition Title: Customer Support Representative/Account Representative-Sr · Location:4343 Easton Commons Columbus OH 43219 · Duration:6months Contract · Pay rate: $19.17/hr. on w2. · Preference Criteria: · We prefer candidates with either a College Degree or Previous Contact ...
-
Customer Service Representative
1 week ago
Russell Tobin Columbus, United StatesPosition – Customer Service Representative. · Location – Columbus, OH · Duration – 6 Months Contract · Position Description · Client Support Service Professionals handle incoming phone calls regarding various service inquiries on accounts. · Calls will need to respond with a hig ...
-
Project Coordinator
5 days ago
Revel IT Columbus, United States ContingentTo Apply for this Job Click Here · Our Westerville, Ohio client has a contract opportunity for a Project Coordinator. · Project Coordinator · Duties: · Work with the PMO to develop the processes, tools, training and governance around financials of projects. · This includes but n ...
-
Workday Financials Analyst
3 weeks ago
The Intersect Group Ohio, United States6+ years experience in a Functional/Business Systems Analyst role with expertise in Workday Financial Management modules (min. 3 years experience administering/supporting Workday Financials)--Core Accounting, FP&A Reporting, Payroll, Timesheets, Professional Services Automation ( ...
-
Customer Service Representative
2 weeks ago
Russell Tobin Columbus, United StatesCompany Overview: Join our dynamic team at Russell Tobin, a leading staffing provider dedicated to delivering exceptional customer service and technical support. We are seeking a highly motivated and skilled Service Desk Agent to join our team and provide top-tier support to our ...
-
Customer Support Representative
2 weeks ago
Russell Tobin Columbus, United StatesJob title: Customer Support Representative · Location: Columbus, OH · Duration: 6 months contract · Pay range: $18/hour to $19/hour · Job Description: · Client Support Service Professionals are responsible for handling incoming phone calls regarding various service inquiries on c ...
-
Ortho Business Manager
3 days ago
Sonrava Health Columbus, United StatesOverview: · We have an opening for a Business Manager for our Dental Office location in Columbus, OH. This position oversees office operations including General Dentistry and Specialty, managing office team members, dental and office supplies. The right candidate for this role w ...
-
Accelerated Path to Management
1 week ago
New York Life Franklin, United StatesNew York Life Accelerated Path to Management Program · Are you looking for a job where you can use your experience to propel your career into management? At New York Life, we will invest in you from the start to help you learn and grow as a financial professional first. We'll tra ...
Financial Professional - Columbus, United States - The Legend Group
Description
Job Description
Job DescriptionMidwest Legend Group has a new and exciting Financial Professional opportunity in Columbus, OH.
The successful candidate will have the opportunity to service new and existing clients in current 403(b) and 457(b) payroll slots.
For over 50 years, The Legend Group has been helping investors to work toward their financial goals.
Our Broker-Dealer and Registered Investment Adviser is a full-service investment planning firm offering a wide variety of retirement plan accounts, investment advisory services, college savings plans, insurance products and non-qualified investments.
Midwest Legend Group has developed a turnkey system to turn leads into clients, onboard, and manage client relationships to stay compliant, uncovering new planning opportunities, and maximizing retention and profits.
Compensation flexible and commensurate with experience.
The qualified individual will:
Desired Skills and Experience: