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Client Service Associate
1 week ago
Cary Street Partners Tampa, United StatesClient Service Associate · Summary of Expectations · The Client Service Associate provides primary support to the Wealth Management Group and must possess excellent organizational skills and interpersonal capabilities to effectively interact with employees, clients, and vendors. ...
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Client Services Associate
6 days ago
Star Mountain Capital Tampa, United StatesFirm Overview · Star Mountain Star Mountain is a rapidly growing, specialized private investment firm focused on the large and less competitive lower middle-market – businesses that generally have between $5 million and $50 million in annual EBITDA ("LMM"). The firm employs three ...
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Customer Service Associate
6 days ago
Risse Brothers Tampa, United StatesFamily-owned Risse Brothers Uniforms is a New Jersey-based supplier and retailer of high-quality school uniforms and gym wear. Risse was founded in 2004 and since has established itself with 14 stores across 9 states. We offer our team members a friendly working environment with ...
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Client Services Associate
2 weeks ago
Restoration Hardware Tampa, United StatesRestoration Hardware - JobID: 33387 [Retail Associate / Team Member] As a Client Services Associate at Restoration Hardware, you'll: Assist clients in selecting and purchasing products; Provide exceptional customer service by addressing inquiries and resolving issues; Maintain a ...
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Client Service Associate
1 week ago
Sequoia Financial Group Tampa, United StatesApply · Description · Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we beh ...
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Client Service Associate
2 weeks ago
Cary Street Partners Tampa, United StatesClient Service Associate · Summary of Expectations · The Client Service Associate provides primary support to the Wealth Management Group and must possess excellent organizational skills and interpersonal capabilities to effectively interact with employees, clients, and vendors ...
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Client Services Associate
1 week ago
RH-USA Inc Tampa, United StatesJob Description · RH at its core is about taste, and we believe the idea of scaling taste is large and far reaching. · The RH brand attracts the best designers, artisans, manufacturers and talent in our industry, scaling and rendering their work more valuable across our integra ...
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Registered Service Associate
1 week ago
Morgan Stanley Tampa, United StatesRegistered Service Associates perform operational support and oversight on behalf of the market as wellas general management support functions and special projects. The role is responsible for dailyfunctions such as document maintenance, money moveme Associate, Registered, Servic ...
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Customer Service Associate
2 weeks ago
Fresco y Mas Tampa, United StatesFresco y MasFresco y Mas Retail Stores N ARMENIA AVE SUITE 101 [Retail Associate / Cashier] As a Customer Service Associate at Fresco y Mas, you will: Provide continuous attention to customer needs; greet, assist and thank customers in a prompt, courteous and friendly manner; Sto ...
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Customer Service Associate
2 weeks ago
PGA TOUR Superstore Tampa, United StatesPGA TOUR Superstore - JobID: JR2004 [Retail Cashier / Team Member] As a Customer Service Associate/Cashier at PGA TOUR Superstore, you'll: Provide exceptional customer service by greeting and assisting customers at the cash register; Accurately process transactions and handle cas ...
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Donor Services Associate
2 weeks ago
Metropolitan Ministries Tampa, United StatesApply · Job Type · Part-time · Description · About Us: · If you're looking for an opportunity to transform the lives of poor and homeless men, women, and children in your community, we may have a job for you. · Since 1972, Metropolitan Ministries has been providing life-changin ...
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Treasury Services Associate
3 weeks ago
Safepoint MGA, LLC Tampa, United StatesJob Description · Job DescriptionBegin your finance career journey as a Treasury Services Associate. Gain hands-on experience and pave the way for long-term success in the world of finance. Apply now to kickstart your career · Job Summary · The Treasury Services Associate assists ...
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Registered Service Associate
2 weeks ago
Morganstanley Tampa, United StatesPOSITION SUMMARYRegistered Service Associates perform operational support and oversight on behalf of the market as wellas general management support functions and special projects. The role is responsible for dailyfunctions such as document maintenance, money movement, trade supp ...
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Customer Service Associate
2 weeks ago
USAA Tampa, United StatesWhy USAA?Let's do something that really matters. We have an important mission: serving the members of the military community and their families. It's both a chance to say thank you and the opportunity to put your talents to work in a meaningful way. To do it right, we need the ri ...
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Donor Services Associate
2 weeks ago
Metropolitan Ministries Tampa, United StatesJob Type Part-timeDescriptionAbout Us:If you're looking for an opportunity to transform the lives of poor and homeless men, women, and children in your community, we may have a job for you.Since 1972, Metropolitan Ministries has been providing life-changing solutions for those wh ...
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Donor Services Associate
2 weeks ago
Metropolitan Ministries Tampa, United StatesJob Type · Part-time · Description · About Us: · If you're looking for an opportunity to transform the lives of poor and homeless men, women, and children in your community, we may have a job for you. · Since 1972, Metropolitan Ministries has been providing life-changing solu ...
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Guest Services Associate
1 week ago
Florida Aquarium Tampa, United StatesPosition Summary · Responsible for conducting ticket sales at the ticket windows or guest services to all aquarium guests, including handling cash, debits, checks and credit card sales. Also works in the parking lot toll booths, as a ticket scanner, or outside at our SplashPad a ...
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Customer Service Associate
2 weeks ago
Risse Brothers Tampa, United StatesFamily-owned Risse Brothers Uniforms is a New Jersey-based supplier and retailer of high-quality school uniforms and gym wear. Risse was founded in 2004 and since has established itself with 14 stores across 9 states. We offer our team members a friendly working environment with ...
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Customer Service Associate
1 week ago
Spielberger Law Group Tampa, United StatesJob Description · Job DescriptionYou will be working with potential clients to gather facts and information about their potential claims. Fast paced and active work place. Great training and we set our team members up for success. · The skills needed are great verbal communicatio ...
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Customer Service Associate
6 days ago
USAA Tampa, United StatesWhy USAA?Let's do something that really matters.We have an important mission: serving the members of the military community and their families. It's both a chance to say thank you and the opportunity to put your talents to work in a meaningful way. To do it right, we need the rig ...
Financial Advisor/Client Services Associate - Tampa, United States - Transamerica Financial Services
Description
Job DescriptionJob Description
Job description
Position Overview:
We are looking for individuals who are self-starters and aspire to build a successful career in the finance industry. This fully remote, commission-based opportunity is perfect for entrepreneurial-minded candidates with no prior experience. We provide in-depth training and mentorship to help you become a proficient agent.
With a flexible schedule, you can tailor your work hours to fit your lifestyle while earning commissions and shaping your own success.
You'll have the opportunity to make a difference by helping families and conducting comprehensive financial needs analysis.Our firm believes in taking on an educational approach to finances and delivering our expertise to people from all walks of life.
Partnering with some of the top 100, Fortune 500 companies, we are able to provide a complimentary financial plan for anyone who needs help.
We represent over 100+ of the largest companies such as Nationwide, Prudential Fidelity, Athene, etc.....Key Responsibilities:
Client Consultation and Support:
Conduct virtual consultations with potential clients to assess their insurance needs, health requirements, and financial goals.
Offer personalized recommendations and guide clients on life and health insurance products.
Perform in-depth financial needs analysis to understand each client's unique situation.
Foster strong client relationships through responsive and professional support.
Address client inquiries, concerns, and claims promptly and effectively.
Regularly review and adjust client policies to ensure ongoing coverage adequacy.
Network, build referrals, and employ marketing efforts to expand your client base.
Policy Options:
Present financial options clearly and comprehensively, helping clients make informed decisions.
Assist clients in selecting the right policies and coverage levels tailored to their unique circumstances.
Complete application processes accurately and submit paperwork electronically.
Product Knowledge:
Stay updated on industry trends, and product offerings.
Participate in training sessions to gain expertise in the latest insurance products.
Training and Mentorship:
Take advantage of our comprehensive training program designed for candidates with no prior experience.
Receive guidance and support from experienced professionals to help you succeed.
Qualifications:
Minimum 18 years of age
Legal US Citizen, Legal Permanent Resident.
Background check required.
Able to complete state licensing requirements.
Benefits:
Fully remote work, providing flexibility for part-time or full-time commitment.
Commission-based compensation with unlimited earning potential.
Extensive training and mentorship programs to support your professional growth.
If you are a self-starter with an entrepreneurial spirit and a willingness to learn, we invite you to embark on a fulfilling career.
This is your chance to work remotely, receive comprehensive training, and earn commission-based income while making a meaningful impact helping families.
Join our team and chart your path to success today#J-18808-Ljbffr
