Jobs
>
Maumee

    Financial Representative - Maumee, United States - Western & Southern Life

    Western & Southern Life
    Western & Southern Life Maumee, United States

    6 days ago

    Default job background
    Description
    Organization : Name

    TOLEDO OH

    Default: Location : City

    MAUMEE

    Overview

    The purpose of the Financial Representative is to meet the middle-income client needs for risk protection, financial security, and wealth creation by educating clients, analyzing needs, and recommending solutions in an ethical and client-focused manner. The Financial Representative provides financial solutions to the right people, in the right way, for the right reasons.

    Responsibilities
    • Identify market(s) and develop appropriate marketing plan.
    • Prospect and network for middle-market clients by identification of qualified names and making initial contacts.
    • Contact and secure appointments with prospective and existing clients for the purpose of sales, conservation and service.
    • Adequately prepare for all appointments through established processes.
    • Conduct all appointments using Western & Southern Life consultative practices and processes.
    • Effectively sell insurance and investment solutions.
    • Effectively plan for and schedule all sales, marketing and service activities for the week and foreseeable future.
    • Market for the purposes of developing the Western & Southern Life brand at the local level.
    • Proactively develop community relationships to cultivate and strengthen presence in target market(s).
    • Maintain personal contact with clients to ensure their evolving financial needs are being met.
    • Engage in activities for continuous professional development of the skills and knowledge to effectively perform the duties of the job.
    • Accurately maintain client and company records, payments, etc., in a timely manner.
    • Operate an automobile during both day and night hours.
    Qualifications
    • High level of integrity.
    • Strong work ethic and willing to work hours that include weekday evenings and weekend hours.
    • Strong interpersonal, relationship, and influence skills.
    • Effective communication skills including listening, speaking and writing.
    • Ability to analyze client needs, understand financial products, complete collaborative discovery with client, and sell tailored solutions.
    • The ability to influence others to take needed action.
    • Demonstrate personal drive and resilience to achieve goals.
    • Willing and able to network for new clients.
    Educational Requirements
    • Minimum high school diploma or equivalent; college degree preferred.
    Computer Skills and Knowledge of Hardware & Software Required
    • Working knowledge of word processing and spreadsheet applications.
    • Working knowledge of internet and email.
    Certifications & Licenses (i.e., Series 6 & 63, CPA, etc.)
    • Obtain and hold State Life and Health license prior to hire.
    • Obtain and hold the FINRA SIE, Series 6 and Series 63 within one year of employment.
    Position Demands
    • Access to an automobile and ability to maintain a valid driver's license.
  • Bankers Life

    Entry Level Financial Representative

    5 days ago

    Bankers Life Toledo, United States

    Entry Level Financial Representative - Insurance Sales · Location: Toledo, OH, United States · Job Category: Financial Representative · Posted: 13-Jul-2023 · Job Description · Bankers Life, one of the most respected brands in the Financial Services industry, is seeking ambitious ...

  • Money Mart

    Financial Service Representative

    2 weeks ago

    Money Mart Palm Beach Gardens, United States

    Job Description · During a typical day, you will: · Deliver results on store profitability goals · Provide a quality customer sales experience through efficient execution of all customer transactions · Determine customers' needs and provide them with solutions that satisfy those ...

  • JENNIFER ROBERTS - State Farm Agent

    Financial Services Representative State Farm Agent Team Member

    2 weeks ago

    JENNIFER ROBERTS - State Farm Agent Whitehouse, United States

    Job Description · Job DescriptionROLE DESCRIPTION: · As a Financial Services Representative State Farm Agent Team Member with JENNIFER ROBERTS - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financia ...

  • New York Life Toledo GO

    Partner

    5 days ago

    New York Life Toledo GO Perrysburg, OH, United States Full time

    *Partner**We are looking to fill 10 Management Positions by July 15, Can start working within 30 days)**Applicants must live within 60 miles of our office and there is no relocation package.**If you have already applied do not reapply.**Are you looking for a job where you can use ...

  • Rubber and Gasket Company of America

    Inside Sales Representative

    2 weeks ago

    Rubber and Gasket Company of America Perrysburg, United States

    Would you like to work for a company that puts their employees first? RGA is that company. Our mission is · Protect, Strengthen, and Grow our ESOP by first serving our shareholders so we can then service our customers to reward loyal Employee-Owners and ensure future prosperity ...

  • Ensemble Health Partners

    Patient Access Specialist

    2 weeks ago

    Ensemble Health Partners Perrysburg, United States Full time

    Thank you for considering a career at Ensemble Health Partners · Ensemble Health Partners is a leading provider of technology-enabled revenue cycle management solutions for health systems, including hospitals and affiliated physician groups. They offer end-to-end revenue cycle s ...

  • Jaramillo Agency

    Full Time Life Agent Sales Professional

    1 week ago

    Jaramillo Agency Maumee, United States Full time

    Job Description · Job DescriptionSymmetry Financial Group is looking for a remote sales representative to join our team nationwide. This person will actively help families get protected with a life insurance product. · The ideal candidate is results-driven, be coachable, have a h ...

  • The Croghan Colonial Bank

    Senior Wealth Management Advisor

    2 hours ago

    The Croghan Colonial Bank Maumee, United States

    Senior Wealth Management Advisor & Financial Planner, Full-time (Maumee/Toledo, OH) - · Job Summary - · Responsible for the complete administration and financial planning of relationships that include personal trust accounts, agencies, and IRA. Represents the bank in contacts wi ...

  • Hantz Group

    Tax Planning Specialist

    2 weeks ago

    Hantz Group Maumee, United States

    Job Description · Job Description Tax Planning Specialist · Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages over $11B+ of assets, has 20+ offices and over ...

  • Hantz Group

    Advanced Tax Planner

    2 weeks ago

    Hantz Group Maumee, United States

    Job Description · Job Description Advanced Tax Planner · Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 ...

  • Hantz Group

    Senior Tax Specialist

    2 weeks ago

    Hantz Group Maumee, United States

    Job Description · Job Description Hantz Group · Senior Tax Planning Specialist · Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages over $11B+ of assets, has ...

  • Colliers Engineering & Design

    Highway Project Manager

    23 hours ago

    Colliers Engineering & Design Maumee, United States

    Overview: · Bergmann, an affiliate of Colliers Engineering & Design, is currently seeking a Project Manager to join our Highways & Traffic Engineering team in Ohio Candidates may be located anywhere in Ohio. · Our highway engineers design safe, effective, and award winning tran ...

  • TFO Wealth Partners

    Experienced Retirement Plans Adviser

    2 weeks ago

    TFO Wealth Partners Maumee, United States

    Job Description · Job DescriptionDescription:TFO Wealth Partners is seeking a Retirement Plan Adviser. This position reports to the Director, Retirement Plans. · JOB SUMMARY · Educate participants: Engage participants in discussions involving retirement savings and long-term inve ...

  • CMS

    Project Engineer

    2 hours ago

    CMS Maumee, United States

    Project Engineer · Maumee, OH ) · Job Type · Full-time · Description · Project Engineerswill be involved in all aspects of the execution of projects. This includes financial, scheduling and technical management in accordance with contract requirements, project plans and esta ...

  • Custom Mechanical Systems

    Project Engineer

    2 hours ago

    Custom Mechanical Systems Maumee, United States

    Job Type · Full-time · Description · Project Engineers will be involved in all aspects of the execution of projects. This includes financial, scheduling and technical management in accordance with contract requirements, project plans and established corporate policies. Executio ...

  • Taco Bell

    Assistant General Manager

    1 day ago

    Taco Bell Maumee, United States

    Assistant General Manager · Maumee, OH · You and The Bell has a nice ring to it. · Taco Bell is growing We are looking for a big leader who can build a team and develop an existing team of top performers by training and developing skills, providing clear consistent direction, and ...

  • Sun Federal Credit Union

    iMember Service Representative

    3 weeks ago

    Sun Federal Credit Union Maumee, United States

    Job Description · Job DescriptionThe Interactive Member Service Representative (iMSR) is responsible for delivering extraordinary service to members and guest members while processing accurately and efficiently a variety of transactions and inquiries remotely. Adheres to applicab ...

  • FRESENIUS MEDICAL CENTER

    Patient Care Technician

    4 days ago

    FRESENIUS MEDICAL CENTER Maumee, United States

    POSITION FEATURES: · Join our team · • Rated Newsweek's Most Loved Workplaces. · • Paid Dialysis Training · • Tuition reimbursement · • Competitive Pay & Benefits - Eligible for healthcare benefits 30 days after hire date. · • Generous PTO and ESL leave accrual · • 401K Ret ...

  • Fairfield Toledo Maumee

    Night Auditor

    1 week ago

    Fairfield Toledo Maumee Maumee, Ohio, United States Permanent

    Job Summary: · The Night Auditor is responsible for the preparation and disposition of all Night Audit work. Responsible for the front desk operation during the overnight shift (Typically 11pm-7am). Primary responsibilities include: registering guests making reservations preparin ...

  • Healthcare Services Group

    Housekeeper

    23 hours ago

    Healthcare Services Group Maumee, United States

    Overview · Who We Are · Healthcare Services Group (HCSG) is an experienced partner managing housekeeping, laundry, dining, and nutritional services within the healthcare market. For over 45 years, we have provided essential services to thousands of healthcare communities across t ...