Financial advisor jobs in Surprise, ArizonaCreate job alerts

Job Description Company Overview: At Executive Financial Partners, we help businesses and individuals protect what matters most with premium supplemental health insurance benefits. Our team is built for high performerspeople who take ownership, embrace challenges, and deliver measurable results. We're looking for a Lead Sales Representative who thrives in a fast-paced, results-driven environment, someone who can lead by example while building meaningful relationships with business owners and decision-makers in their territory. Position Description: In this role, you'll balance closing your own sales while mentoring and guiding your team to achieveand exceedtheir goals. We want experienced, driven professionals with a proven track record of success. You'll receive hands-on training, direct mentorship from top performers, and the tools to make a lasting impact on your team and the organization. Core Responsibilities: Meet with business owners and decision-makers to understand their needs and present tailored supplemental insurance solutions that protect their employees and strengthen their benefits package. Conduct one-on-one consultations with employees to ensure they fully understand their coverage options and feel confident in their choices. Deliver engaging group presentations that clearly communicate the value and impact of our products. Build long-term relationships with clients through exceptional service, follow-up, and policy reviews. Manage and grow your own book of business, becoming a trusted advisor in your territory. Use Salesforce CRM to generate leads, manage clients, and grow your network. Qualifications Ability to pass a pre-employment background check Valid driver's license and reliable transportation Active Health & Life Insurance License or willingness to obtain (study materials and state fees provided) Bachelor's degree or 4+ years of professional experience (Relevant sales, leadership, or athletic experience considered) Compensation & Growth 1099 independent contractor role (self-employed, not a W-2 employee) 100% commission-based compensation with uncapped earnings Optional weekly draw available Monthly cash bonuses and quarterly stock bonuses Incentive trips and vested renewal commissions Performance-based promotions Schedule flexibility based on resultsnot hours Ongoing sales training and leadership development Apply nowto join a team that rewards effort, values growth, and invests in its people. www.efpartnersllc.com

Job DescriptionWorld Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Commercial Lines Sales Executive (Client Advisor) Position Overview World’s Client Advisors bring risk management solutions to businesses and individuals. Your primary focus is identifying, prospecting, cultivating, and closing new commercial clients (small, medium, large) leveraging World’s unique niche. While your focus is selling commercial lines risk solutions, you also are empowered to help clients with personal lines insurance, employee benefits, 401(k) and related retirement solutions, and payroll and human resources outsourcing solutions. World's investments in a broad range of solutions means you can prospect any company of any size to provide value to your client. Imagine the potential. Primary Responsibilities • Identify, prospect, and cultivate new business, with a focus on commercial accounts, • Engage in all sales and marketing tactics (with extensive corporate marketing support) to move prospects through your funnel to closing, • Track all sales activities in HubSpot and leverage HubSpot to its fullest potential, • Utilize World's broad platform to bring risk management solutions to individuals and business owners. At World, you will have access to resources to help any client solve any challenge, including traditional commercial lines insurance, high net worth / private client, employee benefits, human capital and payroll outsourcing, and retirement financial services. Qualifications • Must have proven experience with a range of insurance solutions to bring value to clients, • Must be willing to become each client’s trusted risk management advisor and bring the entire World platform to each client (P&C, Employee Benefits, Retirement Plans, Wholesale, and Payroll and Human Resources outsourcing services), • Must maintain all relevant insurance licenses from the first day of employment to be positioned to manage an existing book of business, • It is meaningful, but not mandatory, if you have:, • Sold commercial insurance for a top broker. Based on your experience, World will enhance your expertise through the company’s training program;, • Used an insurance agency management software platform, like AMS360 and Epic, and have experience with a sales CRM (World uses HubSpot); and, • Built and presented client “pitch decks” / presentations. Compensation As a World Insurance Client Advisor, your compensation is tied to your effort and your performance. We offer a base salary plus commissions as well as a full suite of employee benefits, including a 401(k) match that is immediately fully vested. The base salary range for this role is $60,000 to $200,000+. The base salary depends on your experience and your ability to drive revenue. Your base salary grows as your book of business grows, with tremendous potential to significantly exceed the top of this range. Equal Employment Workforce and Workplace World celebrates and supports differences amongst its employees. World knows employing a team rich in diverse thoughts, experiences, and opinions allows World’s employees and World’s work environments to flourish. World is honored to be an equal opportunity workplace, dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, World makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of World’s business. TO EXECUTIVE SEARCH FIRMS AND STAFFING AGENCIES: World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department. #LI-MS1 Powered by JazzHR QmoIkkEg90

Job Description Company Overview: At Executive Financial Partners, we're looking for licensed insurance sales professionals who take ownership of their careers. Driven, results-focused professionals who are ready to accelerate into leadership excel here. Position Description: As a Sales Representative, you'll manage your territory, build strong relationships with business owners, and drive sales of supplemental health insurance. Using our training and tools, you'll take full control of your results while contributing to a high-performing team. High achievers are fast-tracked to mentor and lead others, helping shape the success of the team while advancing their own career. This role is ideal for those ready to step up, lead by example, and make a measurable impact. Core Responsibilities: Meet with business owners and decision-makers to understand their needs and present tailored supplemental insurance solutions that protect their employees and strengthen their benefits package. Conduct one-on-one consultations with employees to ensure they fully understand their coverage options and feel confident in their choices. Deliver engaging group presentations that clearly communicate the value and impact of our products. Build long-term relationships with clients through exceptional service, follow-up, and policy reviews. Manage and grow your own book of business, becoming a trusted advisor in your territory. Use Salesforce CRM to generate leads, manage clients, and grow your network. Qualifications Ability to pass a pre-employment background check Valid driver's license and reliable transportation Active Health & Life Insurance License or willingness to obtain (study materials and state fees provided) Bachelor's degree or 4+ years of professional experience (Relevant sales, leadership, or athletic experience considered) Compensation & Growth 1099 independent contractor role (self-employed, not a W-2 employee) 100% commission-based compensation with uncapped earnings Optional weekly draw available Monthly cash bonuses and quarterly stock bonuses Incentive trips and vested renewal commissions Performance-based promotions Schedule flexibility based on resultsnot hours Ongoing sales training and leadership development Apply nowto join a team that rewards effort, values growth, and invests in its people. www.efpartnersllc.com

Job Description Company Overview: Executive Financial Partners is growing, and we're looking for professionals who want a career with purpose. We provide supplemental health insurance that helps families, individuals, and businesses prepare for life's unexpected challenges. Our reputation is built on integrity, results, and protecting what matters most. Position Description: As an Insurance Sales Representative, you'll build relationships, identify client needs, and deliver solutions that make a real impact. We're looking for disciplined, focused individuals with a strong work ethic. Sales experience is a plus, but not requiredwhat matters most is your drive to learn and perform at a high level. Here, success is measured by both performance and the difference you make for clients. We offer professional development, growth opportunities, and a compensation structure that rewards results. Core Responsibilities: Meet with business owners and decision-makers to understand their needs and present tailored supplemental insurance solutions that protect their employees and strengthen their benefits package. Conduct one-on-one consultations with employees to ensure they fully understand their coverage options and feel confident in their choices. Deliver engaging group presentations that clearly communicate the value and impact of our products. Build long-term relationships with clients through exceptional service, follow-up, and policy reviews. Manage and grow your own book of business, becoming a trusted advisor in your territory. Use Salesforce CRM to generate leads, manage clients, and grow your network. Qualifications Ability to pass a pre-employment background check Valid driver's license and reliable transportation Active Health & Life Insurance License or willingness to obtain (study materials and state fees provided) Bachelor's degree or 4+ years of professional experience (Relevant sales, leadership, or athletic experience considered) Compensation & Growth 1099 independent contractor role (self-employed, not a W-2 employee) 100% commission-based compensation with uncapped earnings Optional weekly draw available Monthly cash bonuses and quarterly stock bonuses Incentive trips and vested renewal commissions Performance-based promotions Schedule flexibility based on resultsnot hours Ongoing sales training and leadership development Apply nowto join a team that rewards effort, values growth, and invests in its people. www.efpartnersllc.com

Job Description Company Overview At Executive Financial Partners, we believe in hard work, integrity, and building a career that matters. Our mission is to equip individuals with the training and resources to succeed while making a real difference in the lives of families, employees, and business owners. We encourage a culture rooted in responsibility, growth, and servicewhere personal success goes hand in hand with serving others. Role Summary We're seeking dependable, goal-oriented individuals who are ready to build a respected career in supplemental health insurance. This entry-level opportunity is ideal for those who take pride in helping others, thrive in fast-paced environments, and are committed to personal and professional development. Position Overview As a licensed insurance representative, you'll provide supplemental health insurance solutions that protect individuals and businesses when they need it most. You'll meet with clients face-to-face, explain plan options, and ensure they feel confident in their coverage. From day one, you'll have access to structured training, ongoing mentorship, and the support needed to succeed in the field. Core Responsibilities: Meet with business owners and decision-makers to understand their needs and present tailored supplemental insurance solutions that protect their employees and strengthen their benefits package. Conduct one-on-one consultations with employees to ensure they fully understand their coverage options and feel confident in their choices. Deliver engaging group presentations that clearly communicate the value and impact of our products. Build long-term relationships with clients through exceptional service, follow-up, and policy reviews. Manage and grow your own book of business, becoming a trusted advisor in your territory. Use Salesforce CRM to generate leads, manage clients, and grow your network. Qualifications Ability to pass a pre-employment background check Valid driver's license and reliable transportation Active Health & Life Insurance License or willingness to obtain (study materials and state fees provided) Bachelor's degree or 4+ years of professional experience (Relevant sales, leadership, or athletic experience considered) Compensation & Growth 1099 independent contractor role (self-employed, not a W-2 employee) 100% commission-based compensation with uncapped earnings Optional weekly draw available Monthly cash bonuses and quarterly stock bonuses Incentive trips and vested renewal commissions Performance-based promotions Schedule flexibility based on resultsnot hours Ongoing sales training and leadership development Apply nowto join a team that rewards effort, values growth, and invests in its people. www.efpartnersllc.com

Job Description Company Overview: Executive Financial Partners provides supplemental health insurance solutions that protect families, individuals, and businesses from the unexpected. We combine industry expertise with a straightforward, client-first approachdelivering real protection. We're growing into new territories and seeking disciplined individuals who want to take ownership of their career and work in an environment where performance is recognized and rewarded. Position Overview: We hire for potential, not just experience. You don't need a background in salesour training program covers licensing, product knowledge, and proven client acquisition strategies. What matters is your ability to follow a system, communicate clearly, and stay consistent. Core Responsibilities: Meet with business owners and decision-makers to understand their needs and present tailored supplemental insurance solutions that protect their employees and strengthen their benefits package. Conduct one-on-one consultations with employees to ensure they fully understand their coverage options and feel confident in their choices. Deliver engaging group presentations that clearly communicate the value and impact of our products. Build long-term relationships with clients through exceptional service, follow-up, and policy reviews. Manage and grow your own book of business, becoming a trusted advisor in your territory. Use Salesforce CRM to generate leads, manage clients, and grow your network. Qualifications Ability to pass a pre-employment background check Valid driver's license and reliable transportation Active Health & Life Insurance License or willingness to obtain (study materials and state fees provided) Bachelor's degree or 4+ years of professional experience (Relevant sales, leadership, or athletic experience considered) Compensation & Growth 1099 independent contractor role (self-employed, not a W-2 employee) 100% commission-based compensation with uncapped earnings Optional weekly draw available Monthly cash bonuses and quarterly stock bonuses Incentive trips and vested renewal commissions Performance-based promotions Schedule flexibility based on resultsnot hours Ongoing sales training and leadership development Apply nowto join a team that rewards effort, values growth, and invests in its people. www.efpartnersllc.com

Job DescriptionB2B Insurance Sales RepresentativeCompany:Canyon Creek Financial Secure a Purpose-Driven Career with Long-Term Support At Canyon Creek Financial If you value meaningful work and the chance to grow with a company you can trust, you'll feel right at home here. At Canyon Creek Financial, we don't just build strong client relationshipswe build strong teams rooted in integrity, preparation, and mutual respect. This entry-level B2B Insurance Sales Representative role is designed for someone who wants to make a real difference, with the training, systems, and mentorship needed to succeed confidently. You'll help business owners and their employees access important financial protectionwhile building a career with structure, long-term potential, and purpose. Why This Role Structured Start, Strong Support Begin with a base draw and licensing support to set you up for successwith continued training and mentorship provided to attain your goals. Build Trust-Based Relationships Focus on long-term client connections by being a reliable, informed advisor. Backed by a Proven System Clear guidance, reliable processes, and expert-led training to help you grow with consistency. Work With a Team That Has Your Back Join a culture that values loyalty, preparation, and mutual support. Your Role at a Glance Connect with local business owners (in-person, direct sales) as an independent contractor, to introduce supplemental insurance solutions that protect their employees and families Educate clients through structured consultations to help them choose coverage with clarity and confidence Provide ongoing follow-up and long-term service as a dependable advisor Grow your business through community outreach, networking, and team collaboration This Role Is Ideal for Someone Who Is Steady & Attentive Values structure and detail, thrives on being dependable Trustworthy & Grounded Committed to honesty, reliability, and integrity Prepared & Purposeful Confident when well-prepared and deliberate in decision-making Mentorship-Minded Appreciates learning from leaders and guiding others in time Growth-Oriented but Security-Driven Seeks advancement, but on a strong, stable foundation Compensation & Benefits Earnings: $65,000 $85,000+ in your first year (Starting base draw, uncapped commission, bonuses) Pay Structure: Weekly base draw during ramp-up, then ongoing commissions and incentives Support Provided: State licensing support & reimbursement CRM access, marketing tools, and structured training Quarterly & annual incentives (cash bonuses, trips, recognition) Schedule & Work Environment Schedule: Monday to Friday (occasional weekend flexibility) Work Environment: In-person, business-to-business (B2B) sales within your local area Products: Supplemental insurance solutions tailored to protect businesses and their employees Why Canyon Creek Financial: We believe in earning trustboth with our clients and with our team. That's why we provide every representative with the support, structure, and resources needed to build a stable, meaningful, and lasting career. Here, loyalty is rewarded with opportunity, careful approaches are respected, and growth is supported every step of the way. Apply today and take the first step toward a career with real security, support, and purpose. Learn more at: www.canyoncreekfinancial.com

Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions. If you are offered a position, you will train at one financial center, and then potentia

The Financial Advisor I is responsible for delivering holistic, relationship-based financial planning and advisory services to clients and prospects. The Financial Advisor I applies a comprehensive planning approach across investments, retirement, risk management, and other wealth strategies to reco

Develop predictive financial models and dynamic visualizations using up-to-date analytics platforms. Stay ahead of the latest trends in the Asian economy, embedded finance, and digital financial solutions. Professional certification (CFA, CIIA, CMA) or proven experience as a financial analyst in a l

We're currently looking for individuals across the country to take part in remote paid research, including remote focus groups, product trials, and consumer studies.Earn up to $750 a week in your free time by providing feedback on everyday products and services.If you're comfortable sharing your opi

We're currently looking for individuals across the country to take part in remote paid research, including remote focus groups, product trials, and consumer studies.Earn up to $750 a week in your free time by providing feedback on everyday products and services.If you're comfortable sharing your opi

Location 13770 West Bell Road, Surprise, AZ, 85374, United States.Industry INSURANCE, SALES, CUSTOMER SERVICE.Email applications-az@fredloya.

We're currently looking for individuals across the country to take part in remote paid market research, including online focus groups, product trials, and consumer studies.Earn up to $750 a week in your free time by providing feedback on everyday products and services.If you're comfortable sharing y

Job: Full-time (3 13-hour shifts).Are you someone who enjoys connecting with clients/customers? Then this opportunity is for you! Serenity is seeking a receptionist for our Gilbert, AZ office to join our team and drive success within our clinic.The position is customer-focused, requiring excellent c

Customer Service Representative.We want you to join our team as a Customer Service Representative.If you have the desire to be challenged, work in a fast-paced, fun environment and to grow your career - look no further.As a Customer Service Representative, you will enjoy:.Medical, Vision, Dental, &

We are looking for people nationwide to participate in polls - Apply ASAP!.We offer you the opportunity to earn extra income from home (teleworking) and also to decide your own participation schedule.At this job, you will be performing various tasks such as data entry, performing email response, rev

Customer Service Representative.Seeking a part-time or full-time, tech-savvy, and customer service-oriented individual, who is good at talking to customers and explaining the features/benefits of the vehicle.Essential duties and responsibilities include the following: Other duties may be assigned:.G

Customer Service Representative.Are you a people person? Do you love helping others? U-Haul is in search of friendly, motivated people for the position of Customer Service Representative.As a Customer Service Representative, you will work as part of a supportive team to be the face of U-Haul company

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Customer service representative agent experience not required.Remote Work From Home Customer Service Representative Agent - Part Time Market Rese

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Customer service representative agent experience not required.Remote Work From Home Customer Service Representative Agent - Part Time Market Rese

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

Receptionist Pm Shift 12pm-6pm Monday Through Friday (Must Be Able To Consistently Commit To This Schedule).Benevilla Main Campus Surprise, AZ $15.At Benevilla, our mission is simple: enrich lives.If you want a job where what you do truly matters and still have time for your life this is it.Greet

Demonstrates respect for company property, including any cash and patient financial information on site or on patient portals.

Maintain financial accounts by processing customer adjustments.

Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams.

Customer Service Representative.The Customer Service Representative (CSR) is the face of our convenience store operations, responsible for delivering prompt, courteous, and top-tier service to every customer.This role interacts directly with guests both in person and via telephone, tendering transac

Camping World is currently seeking a highly motivated and forward-thinking Receptionist to join our team! You will be a key contributor to providing a meaningful customer experience.We are looking for someone with a proven track record and desire to grow within our organization.First point of contac

Minimal weekday hours required (join for weekends only!).Competitive hourly pay rates & team bonus.Additional terms and conditions apply.At David's Bridal, we empower our customers and our employees to stay true to their dreams and find the one, whether that means the wedding dress that matches a pe

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Customer service representative agent experience not required.Remote Work From Home Customer Service Representative Agent - Part Time Market Rese

Customer Service Representative (Level I).Originally founded in Silicon Valley in 1952, we've been a private, family owned and operated business since 1969.We are humbled by the long-term relationships with our customers, earned through the packaging solutions we offer, including design, engineering

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Customer service representative agent experience not required.Remote Work From Home Customer Service Representative Agent - Part Time Market Rese

The Receptionist receives and correctly routes incoming and outgoing telephone calls and accommodates visitors to attend to all callers/visitors promptly and accurately.You will report to the Center Administrator at the Groves Clinic.The Receptionist operates a switchboard or multi-line phone and ma

Customer Service Representative.The Customer Service Representative is responsible for being the central point of contact for our customer accounts, ensuring seamless coordination across all aspects of order management by managing orders from receipt through acknowledgment, communication, ship commi

Target earnings: $55K - $100K + (base salary + uncapped commissions) benefits + 401K + PTO + paid holidays.A3 smart home security systems directly to homeowners.This is a full-time W-2 position with base pay plus uncapped commission, offering strong earning potential and clear growth opportunities.I

Licensed Insurance Sales Representative.Joseph Fanelli - State Farm Agency, located in Surprise, AZ has an immediate opening for a full-time Licensed Insurance Sales Professional.We are an award winning State Farm agency focused on fulfilling the needs of our customers and creating success for our t

The Receptionist receives and correctly routes incoming and outgoing telephone calls and accommodates visitors to attend to all callers/visitors promptly and accurately.You will report to the Center Administrator at the Groves Clinic.The Receptionist operates a switchboard or multi-line phone and ma