Jobs
>
Dallas

    Financial Representative - Dallas, United States - Northwestern Mutual

    Northwestern Mutual
    Northwestern Mutual Dallas, United States

    Found in: One Red Cent US C2 - 1 day ago

    Default job background
    Description

    As a Northwestern Mutual Financial Advisor:

    • Build—Work to build a client base by growing relationships with your network and develop knowledge of NM financial products and market trends.
    • Educate—Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use assistive software, reporting tools, and illustrations to educate clients on potential plans.
    • Influence— Presenting clients with the opportunity to protect and prosper, you will drive clients to action through expert influence and recommendations.
    • Own—Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimum advice for your clients' needs.

    As a Financial Representative, a typical day may include:

    • Meeting with clients and prospective clients to determine strategies that best fit their financial goals
    • Developing tailored financial solutions for each client
    • Training and coaching from executives in the financial field
    • Making calls to prospective clients

    Mandatory Qualifications:

    • BA or BS degree from a four year institution
    • Strong Interpersonal Skills
    • Self-motivated and willing to learn
    • Values of Integrity and Honesty
    • Demonstrated interest in Business, Finance, or Entrepreneurship
    • Prior sales and/or business experience

    Benefits:

    • 401(k)
    • 401(k) matching
    • Dental insurance
    • Flexible schedule
    • Health insurance
    • Life insurance
    • Professional development assistance
    • Retirement plan
    • Vision insurance

    Compensation & Benefits

    • Commission structure to support early development
    • Renewable income
    • Bonus programs and expense allowances
    • Support for insurance licensing, SIE, Series 6, Series 63, CFP, and more
    • Retirement Package and Pension Plan
    • Medical, Dental, Vision, Life Insurance and Disability Income Insurance
    • Family Planning
  • Northwestern Mutual

    Financial Representative

    Found in: One Red Cent US C2 - 1 day ago

    Northwestern Mutual Dallas, United States

    As a Northwestern Mutual Financial Representative: · Build—Work to build a client base by growing relationships with your network and develop knowledge of NM financial products and market trends. · Educate—Educate yourself beyond training through sponsored licensing and registra ...

  • New York Life DFW

    Financial Services Representative

    Found in: ZipRecruiter Test10S US C2 - 21 hours ago

    New York Life DFW Dallas, United States

    Job Description · Job DescriptionWe are seeking a self-motivated financial services representative in the Dallas/Fort Worth metroplex. This individual will be responsible for providing outstanding customer service and support to clients by helping them to manage their financial a ...

  • Chosen Ones

    Remote Financial Services Representative

    Found in: ZipRecruiter Test10S US C2 - 21 hours ago

    Chosen Ones Dallas, United States

    Job Description · Job DescriptionThe position can be fully remote. Great for the stay-at-home career seeker. · Full-time traveler friendly · More about the role: · No prior experience in financial services is required. · All required pre-licensing courses and required state lice ...

  • Imelda Mendoza - State Farm Agent

    Financial Representative State Farm Agent Team Member

    Found in: ZipRecruiter Test10S US C2 - 21 hours ago

    Imelda Mendoza - State Farm Agent Dallas, United States

    Job Description · Job DescriptionPosition OverviewAre you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you State Farm agents market only Sta ...

  • Imelda Mendoza - State Farm Agent

    Financial Representative – State Farm Agent Team Member

    Found in: Talent US C2 - 10 hours ago

    Imelda Mendoza - State Farm Agent Dallas, United States Full time

    Position Overview · Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you State Farm agents market only State Farm insurance and financia ...

  • Modern Woodmen of America

    Financial Representative

    Found in: Appcast Linkedin GBL C2 - 14 hours ago

    Modern Woodmen of America Lewisville, United States

    The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information. · About you · Entrepreneurial mi ...

  • Vezita Healthcare Inc / DBA - Vezita Consulting

    Patient Financial Representative

    Found in: ZipRecruiter Test10S US C2 - 21 hours ago

    Vezita Healthcare Inc / DBA - Vezita Consulting Irving, United States

    Job Description · Job DescriptionPosition: Patient Financial Representative · Facility: Christus · Campus: Irving, TX, 75038 · Duration: 3 months contract · Pay Rate: $25/hr. · Bill Rate: $35/hr. · Shift: 8:00 AM - 5:00 PM · SUMMARY: · Responsible for the duties and services that ...

  • CHRISTUS Irving Corporate Office

    Patient Financial Representative

    Found in: Talent US C2 - 3 days ago

    CHRISTUS Irving Corporate Office Irving, United States Full time

    Job Description · Summary: · The Patient Financial Representative is an entry level position that is responsible for the duties and services that are of a support nature to the RCBS High Performance Work Teams. Ensures that all processes are performed in a timely and efficient ...

  • Carlos Luevano - State Farm Agent

    Financial Account Representative State Farm Agent Team Member

    Found in: ZipRecruiter Test10S US C2 - 21 hours ago

    Carlos Luevano - State Farm Agent Dallas, United States

    Job Description · Job DescriptionPosition OverviewState Farm Insurance Agent located in Dallas, TX is seeking an outgoing, career-oriented professional to join their team. As a State Farm team member for Carlos Luevano - State Farm Agent, you will build and develop customer relat ...

  • Santander Holdings USA Inc

    Associate - Financial Planning & Analysis, Corporate Strategy

    Found in: SonicJobs Direct Apply US - 3 days ago

    Santander Holdings USA Inc Dallas, United States Full time

    Associate - Financial Planning & Analysis, Corporate StrategyDallas, United States of AmericaThe Associate, Financial Planning & Analysis manages one or more processes, projects, or procedures within the Financial Planning & Analysis function. · S/he will provide well-analyzed, d ...

  • Five Rings Financial, LLC

    Financial Services Representative

    Found in: Appcast Linkedin GBL C2 - 4 days ago

    Five Rings Financial, LLC Southlake, United States

    Company Description · Five Rings Financial, LLC is a company focused on educating Middle Americans in personal finance. We believe that understanding the fundamentals of personal finance is the key to making your money work for you. We offer safe money strategies to help individ ...

  • Five Rings Financial, LLC

    Financial Services Representative

    Found in: Appcast Linkedin GBL C2 - 5 days ago

    Five Rings Financial, LLC Southlake, United States

    Company Description · Five Rings Financial, LLC is a company focused on educating Middle Americans in personal finance. We believe that understanding the fundamentals of personal finance is the key to making your money work for you. We offer safe money strategies to help individu ...

  • PFS - Frisco, TX

    Financial Services Representative

    Found in: ZipRecruiter Test10S US C2 - 21 hours ago

    PFS - Frisco, TX Frisco, United States

    Job Description · Job DescriptionAbout the jobNO PREVIOUS EXPERIENCE NECESSARY. WE WILL TRAIN THE RIGHT PERSON. · This position can be fully remote. Great for the stay-at-home career seeker. · All required pre-licensing courses & required state licenses are covered by the company ...

  • PFS - Frisco, TX

    Financial Services Representative

    Found in: ZipRecruiter Test10S US C2 - 21 hours ago

    PFS - Frisco, TX Frisco, United States

    Job Description · Job DescriptionAbout the jobNO PREVIOUS EXPERIENCE NECESSARY. WE WILL TRAIN THE RIGHT PERSON. · This position can be fully remote. Great for the stay-at-home career seeker. · All required pre-licensing courses & required state licenses are covered by the company ...

  • PFS - Frisco, TX

    Financial Services Representative

    Found in: ZipRecruiter Test10S US C2 - 21 hours ago

    PFS - Frisco, TX Frisco, United States

    Job Description · Job DescriptionAbout the jobNO PREVIOUS EXPERIENCE NECESSARY. WE WILL TRAIN THE RIGHT PERSON. · This position can be fully remote. Great for the stay-at-home career seeker. · All required pre-licensing courses & required state licenses are covered by the company ...

  • PFS - Frisco, TX

    Financial Services Representative

    Found in: ZipRecruiter Test10S US C2 - 21 hours ago

    PFS - Frisco, TX Frisco, United States

    Job Description · Job DescriptionAbout the jobNO PREVIOUS EXPERIENCE NECESSARY. WE WILL TRAIN THE RIGHT PERSON. · This position can be fully remote. Great for the stay-at-home career seeker. · All required pre-licensing courses & required state licenses are covered by the company ...

  • Christus Health

    Patient Financial Representative Senior- Commercial Collector

    Found in: Indeed US C2 - 6 days ago

    Christus Health Irving, United States Full time

    Job Description · Summary: · The associate is responsible for the duties and services that are of a support nature to the Revenue Cycle division of CHRISTUS Health. The associate ensures that all processes are performed in a timely and efficient manner. The primary purpose of thi ...

  • Claudia Salas - State Farm Agent

    Financial Services Representative State Farm Agent Team Member

    Found in: ZipRecruiter Test10S US C2 - 21 hours ago

    Claudia Salas - State Farm Agent Irving, United States

    Job Description · Job DescriptionPosition Overview · State Farm Insurance Agent located in Irving, TX is seeking an outgoing, career-oriented professional to join their team. As a State Farm team member for Claudia Salas - State Farm Agent, you will build and develop customer rel ...

  • Adam Rope: State Farm Agent

    Financial Representative State Farm Agent Team Member

    Found in: ZipRecruiter Test10S US C2 - 21 hours ago

    Adam Rope: State Farm Agent Waxahachie, United States

    Job Description · Job DescriptionPosition Overview · This job will be specific to running life and health appointments with new and existing customers. · ResponsibilitiesEstablish customer relationships and follow up with customers, as needed. · Use a customer-focused, needs-base ...

  • Dan Miller - State Farm Agent

    Financial Services Representative State Farm Agent Team Member

    Found in: ZipRecruiter Test10S US C2 - 21 hours ago

    Dan Miller - State Farm Agent Lewisville, United States

    Job Description · Job DescriptionBenefits:Flexible schedule · Paid time off · ROLE DESCRIPTION: · As a Financial Services Representative, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces you ...