Financial service representative jobs in United States

Enjoy Helping People? See yourself working with high net-worth individuals? Gamma Capital Group is a financial services company that is committed to helping their clients secure their financial freedom! We focus on integrated wealth management, investment advice, retirement planning, and insurance planning for their clients. As a Gamma Capital Group financial advisor, you'll have the flexibility to develop a successful career by providing clients with services and financial products they need and educating them about their financial decisions. Your basic responsibilities will include: Prospecting and networking via face-to-face meetings with potential clients Closing and executing sales transactions Servicing existing clients Analyzing and compiling presentations Attending training sessions and meetings Job Requirements: As a financial sales rep for Gamma Capital Group, you must have a strong entrepreneurial spirit bolstered by confidence, persistence and a high degree of personal integrity. This allows the Financial Services Representatives to quickly establish trust and build the kinds of relationships from which a client base can be developed. Gamma Capital Group's Financial Professionals come from a wide variety of professional backgrounds, from salespeople to bankers to engineers. It is expected that you will utilize the knowledge that you have gained and the networks that you have built in your professional life in order to develop and expand your career as a Financial Services Representative. Our Advisors enjoy: Flexibility and work-life balance most financial careers don’t offer. Competitive compensation and comprehensive benefits. Extensive training and support and a dedicated management team. Training and mentorship for advisors credentials Management and Partner Level Opportunities Comprehensive compensation and benefits: Exceptional Income Potential. Renewals & Residual Income Comprehensive Medical Coverage Retirement Package / Pension Plan Life & Disability income Insurance Compensation is 100% commission the first 12 Months. If you think you are the right fit for a winning team, please apply today! Working for Gamma Capital Group means working for a company that's committed to advancing diversity, equity, and inclusion. We do that through leadership development programs aimed at advancing, engaging, and retaining under-represented talent and our Employee Resource Groups, which strengthen our inclusive workplace, enhance personal development, and provide ways for employees to connect, learn and engage. Experience: Previous employment in sales where you have successfully turned prospects into customers Professional Licenses: Insurance and securities license If you do not have them, you will be required to attain those licenses within 90 days. Sales experience is helpful, but not required MBA, JD, CFP®, CPA or ChFC, a plus Qualifications: Entry-Level Finance experience not necessary - We have training programs! Ability to obtain professional licenses. Skills: Strong communication skills Sales/ marketing/ entrepreneurship interest A four-year college degree or more Results-driven, highly motivated, self-starter At Gamma Capital Group, our purpose is to help people embrace today and confidently pursue tomorrow. That's why we provide an environment focused on transparency, inclusion, trust and respect. Here, you'll discover our expansive range of roles, and a workplace where we aim to help turn your passion into a rewarding profession. We value your hard work, integrity and commitment to make things better, and we put people first by offering you benefits that support your life and well-being. We are an equal opportunity employer. We will not tolerate discrimination on the basis of race, color, national origin, sex, sexual orientation, gender identity, religion, age, disability, veteran's status, pregnancy, genetic information or on any basis prohibited by federal, state or local law.

This is a part-time role for a Financial Representative. The Financial Representative will be responsible for providing financial planning advice, offering insurance solutions, assisting with retirement planning, and facilitating investments. Start a new career and get paid to train! Build a business and learn as you go! Qualifications Financial Planning and Finance skills Insurance knowledge and experience Retirement Planning expertise Investment understanding Strong communication and interpersonal skills Ability to work independently and remotely Good organizational and time management skills Previous experience in the financial services industry is a plus Company Description Our Firm is leading financial services company operating for over 46 years. We have more than 2,000 corporate employees who support over 135,000 licensed independent representatives. Our focus is on serving the needs of middle-income families by offering financial education and a range of financial products and services.

No Experience? No Problem! Here at SCI - we believe in giving everyone a chance to excel. You don't need prior experience to thrive in our remote roles; we will provide you with the training and support you need to succeed. If you're eager to learn and grow, we encourage you to apply. We have a fun yet challenging employment opportunity for an entry level CSR and financial services representative. The Remote Customer Service Representative (CSR) provides exceptional customer service to internal and external customers of SCI. Through a thorough understanding of SCI practices, the CSR offers solutions that aid and facilitate a unique customer service experience. The primary function of this role is to provide inbound Phone support to SCI Members and donors through the lifespan of their membership with SCI. Responsibilities 1. Contacting our donors via phone and email 2. Scheduling appointments for our field agents and team with prospective donors. 3. Maintaining a detailed record of appointments and interactions 4. Providing excellent services and representing our company professionally 5. Meeting and exceeding daily and weekly appointment setting targets Skills 1. Welcoming and warm personality that demonstrates genuine care for customers 2. Is comfortable conversing with individuals from a variety of backgrounds and all organizational levels 3. Ability to multi-task effectively and prioritize a shifting workload 4. Strong organizational skills and attention to detail in managing administrative tasks 5. Strong problem-solving abilities and the capacity to handle challenging situations with a positive attitude 6. Must perform well independently as well as in a team environment 7. Proficient in Microsoft Office and Google Workspace 8. Basic financial literacy

Full job description 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 financial service products. Responsibilities Establish customer relationships and follow up with customers, as needed. Use a customer-focused, needs-based review process to educate customers about insurance options. Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. As an Agent Team Member, you will receive... 401K Salary plus commission/bonus Health benefits Paid time off (vacation and personal/sick days) Flexible hours Growth potential/Opportunity for advancement within my agency Hiring Bonus up to $ Requirements Interest in marketing products and services based on customer needs Excellent communication skills - written, verbal and listening People-oriented Detail oriented Proactive in problem solving Able to learn computer functions Ability to work in a team environment If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm.