Finance Representative Jobs in Aspen Hill, MD

Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be an ideal candidate for a career at The Western and Southern Life Insurance Company (Western & Southern Life), a member of Western & Southern Financial Group, a Fortune 500 company. As a Financial Representative, you will work with current and prospective clients in your community to understand their financial needs and goals and recommend impactful solutions from a comprehensive line of products, including life insurance, so that they can protect what matters most. The Ideal Place for a Career Western & Southern Life stands behind you during your career with us. We are committed to your personal success and offer our associates a comprehensive total rewards package. Western & Southern Life offers a very competitive compensation plan: $1000 week, assuming a 40-hour workweek (non-exempt training period) for the first 2 weeks of employment. After you complete this 2-week training period, the role is exempt. During Weeks 3-13, you will receive a $1000/week base salary and be eligible to earn incentives per the terms of the applicable incentive plan. After week 13, your compensation is variable based on your individual performance in accordance with the terms of the applicable incentive plan; performing at minimum standards anticipates earning $50,000- 70,000 annually, as noted in the “Pay” field below. As a full-time Financial Representative, you will also be eligible to participate in Western & Southern Life's benefit plans, subject to the terms of those plans. Our benefits plans include medical and dental insurance, as well as access to an Employee Assistance Program, a 401(k) plan with a company match, and a defined benefit pension plan (we are among just 15 of the top U.S. companies still offering a traditional Defined Benefit Plan). See the list below of other benefits that may be available to you in this role, per the terms of their respective plans, policies, and programs. A Successful Financial Representative Our field offices welcome candidates with diverse backgrounds, including financial services newcomers, military veterans, college graduates, and experienced financial representatives. Our most effective Financial Representatives are: Customer-focused Effective Communicators Natural Networkers Results-driven Resilient Collaborative If this sounds like you, we encourage you to explore the possibilities, and apply today! From Fortune ©2024 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune 500 are registered trademarks of Fortune Media IP Limited and are used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse the products or services of, The Western and Southern Life Insurance Company.

Bankers Life , one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. If you have a passion for helping others achieve their financial goals, are a natural networker, enjoy critical thinking, and strive to better your career, then consider joining our winning team of Financial Professionals. Our award-winning training equips you with the knowledge, skills, and financial strategies you need to be successful and confident in this career. Many of our talented Insurance Agents use this advantage to become a Bankers Life Securities, Inc. Financial Representative, specializing in aiding clients in Wealth Management. Uncover your earning potential, build a workday around your lifestyle, and make an impact in your community every day. With access to local and national mentors, we will surround you with resources to aid in the development of your financial expertise, including but not limited to: Personal Planning Analysis - Asset & Income Protection - Investment & Advisory Services - Trust Services Wealth Management - Retirement Solutions As a Bankers Life Financial Services Professional Expect To: Build - Develop a client base by growing relationships with your network, establish and maintain strong customer relationships, offering guidance, and providing solutions to help families obtain financial freedom. Gain Expertise - Obtain knowledge beyond licensed agent training through sponsored course work, and proprietary agent development training. Guide - Presenting clients with the ability to preserve their retirement and grow their wealth. Use the latest software, and product illustrations to guide clients through important financial decisions. Own - Take ownership of your career as you master your craft and excel in Financial Services. Decide your path; delivering retirement protection, managing all client assets, or construct and lead your own team of agents and representatives. How Bankers Life will provide support: Hybrid Experience - Flexible in-office schedules once you complete your agent training and take off as a producing agent. Pre-Licensing Training - Bankers Life agents are provided pre-licensing training free of charge; individuals will need to pay for the state exam required to sell life and health products. Award-winning Training - Our training, conducted in office, by successful field leaders will fulfill your desire for continuous learning. Bankers Life has been named as a Training Apex Award Winner for eleven years and counting and a CLO LearningElite winner for five years and counting. Advancement Opportunities - Benefit-eligible management positions within local branch structure. What makes a great Financial Services Professional? Informative - Ability to present complicated concepts effectively and maintain uncompromising principals, such as honesty and integrity. Driven - Self-motivated to network and prospect for new clients, while demonstrating strong time-management skills. Sociable - Strong relationship building and communication skills will bond you with clients and colleagues. Dreamer - Competitive and entrepreneurial spirit to achieve success both for yourself and others. The Bankers Life Team comes from a variety of backgrounds including, but no limited to, sales, athletics, military, client services, or client-facing roles. Regardless of your professional experience level, we will provide you the skills and knowledge necessary for success. Our Financial Service Professionals help their clients live more and worry less. Apply now and join the team!! About us: With a rich history dating back to 1879, Bankers Life has grown from our founder's simple wish to make insurance affordable. Today we remain true to our heritage. Strength, stability, and service shape our culture as we help provide financial security solutions. Compensation & Benefits: Commission structure designed to grow with you Renewable income and Bonus programs Fully paid insurance licensing, SIE, Series 6, Series 63, CFP , and more Retirement Savings Program Note: Applicants must reside in the state of position to be considered.

We are seeking a highly motivated and experienced Financial Advisor to provide sound financial advice to our diverse clientele. The ideal candidate must have exceptional analytical skills, strong communication skills, and a passion for helping clients achieve their financial goals. Responsibilities · Meet with clients to determine their financial objectives, risk tolerance, and resources. · Develop financial plans and portfolios that meet clients' needs and goals. · Provide sound investment advice and guide clients in making informed decisions. · Offer strategies for tax planning, retirement planning, and estate planning. · Continuously monitor clients' portfolios and make necessary updates. · Keep abreast of market trends, policies, and regulations that may impact clients' portfolios or investments. · Build and maintain relationships with clients and ensure they receive top-notch service. · Develop and implement strategies to increase client base. Requirements · Bachelor's degree in Finance or related field · 5+ years' of industry experience · Active Life Insurance license · Active FINRA Series 7, and 65 or equivalent registered representative and state licenses. · Exceptional client-service skills. · Ability to work independently and collaboratively with a team. Benefits · Competitive compensation package · Comprehensive training and development programs · Health and life insurance options · Retirement savings plans · Professional work environment If you are interested in this position and meet the above qualifications, please submit your resume and cover letter. We look forward to hearing from you!

Concord Wealth Partners (CWP) is a rapidly expanding Independent RIA that provides with Advisors aiming to scale their practices through innovative solutions. We support entrepreneurial Advisors in expanding service offerings, enhancing client experiences, and accelerating business growth. With over 20 years of industry expertise, we've invested in infrastructure, technology, and human capital necessary to be "Our Advisors' Most Trusted Resource." Role Summary We are seeking a highly motivated, committed individual with strong initiative to join our team as a Financial Advisor. This individual will manage their own clients, add new clients to the firm, and lead financial planning efforts with the support of a dedicated team to help clients achieve their financial life goals. The ideal candidate will have a keen attention to detail, excel in fostering professional relationships, and ideally possess expertise in investments, security planning, estate planning, tax planning, and insurance products. Key Responsibilities Manage and grow an existing book of business by acquiring new clients. Work directly with clients and prospective clients to understand their financial life goals, manage relationships, and foster new ones. Design and customize financial plans based on clients' evolving needs and potential life changes. Monitor the progress of clients' plans, conducting follow-up meetings to ensure the successful implementation of their financial strategies. Utilize CWP's integrated technology platform, in-house investment management and back-office support to streamline operations and focus on growth. Collaborate with marketing team to drive client engagement and organic growth. Qualifications 5 to 10 years of experience in financial advisory or wealth management. Established, small client base with a drive to expand. Ability to prospect, and convert leads into new clients. Strong financial planning/wealth management acumen, judgment, and experience. Excellent communication skills, both oral and written, with strong presentation abilities. Comfortable interacting with clients in both physical and virtual formats. Collaborative, professional approach with a team-oriented mindset and high ethical standards. Bachelor's degree from an accredited university required. Experience with eMoney financial planning software is preferred. Financial planning experience is preferred but not required; training will be provided to align with our planning-centric approach. Proficiency with Microsoft Word, Excel, PowerPoint, and Outlook. Why Partner with Concord? Growth & Scale: Access to CWP's strategic growth resources, including M&A support, practice acquisition, and recruiting expertise. Lead Generation: Receive leads from referral partners, lead generation campaigns, and other client acquisitions efforts. Integrated Support: Full operational, compliance, and marketing support to enable Advisors to focus on client relationships and business development. Investment Solutions: In-house asset management, innovative technology, and marketing tools that enhance client experience and simplify daily operations. Seamless Transition: White-glove services ensure a smooth transition for advisors and clients Performance-Based Incentives: Competitive compensation with rewards aligned to growth and strategic achievements.

As a Financial Advisor you will embrace technology, enjoy a collaborative environment, and hold in high regard serving clients in a fiduciary capacity. You will work with additional team members, providing financial planning, investment advisory support, and facilitate business development initiatives. Responsibilities: Our Financial Advisor in McLean, VA, will be a team player and methodical business leader, working closely as a trusted advisor serving the sophisticated needs of high net worth individuals and families. You will build rapport and establish relationships with existing and target prospects, convert them to clients and facilitate them through our financial planning process. In addition, as a member of our planning team, you will contribute to our business development and marketing efforts. More specifically, you will: Facilitate Business Development Leverage local centers of influence to extend our referral network while continuously looking for opportunities to establish relationships with potential prospects, clients and strategic partners Participate in the design and execution of key marketing initiatives, facilitating client involvement Represent the organization externally by attending and/or presenting at client and alliance events Provide a Superior Client Experience Manage the relationship and client experience from the beginning of engagement throughout the initial planning process Work with the planning team to develop financial strategies designed to meet the specific needs and concerns of our entrepreneurial clients Maintain a pulse on every client, staying a step of ahead of their needs and exceeding their expectations Own the organization's value proposition and its matriculation through the client experience Lead the Best Advisory Process Serve as an integral member of the organization's financial planning team; staying on the forefront of key financial, investment and risk management concepts and providing mentorship and education to prospects, clients, alliances and team members Provide daily support to the Financial Planning Team, conducting financial planning research and assisting in the preparation of customized comprehensive financial plans and portfolios for clients Coordinate client service needs with internal and external team members Memorialize client meetings and providing support to the overall client experience Gain an understanding of the investment strategy of the organization Direct and monitor workflows required to provide an exceptional client experience Stay current on products, services and regulations that could impact our clients Qualifications: Bachelor's degree, preferably with a concentration in Business, Economics or Financial Planning 8+ years of experience with advanced planning CFP designation is required Strong entrepreneurial spirit with a high level of persistence Foundational knowledge of key financial, investment and risk management concepts A passion to help clients achieve their goals Demonstrated analytical and problem-solving skills Strong attention to detail, and exceptional follow through Outstanding communication and relationship building skills Excellent project management skills with ability to prioritize and track multiple tasks Empathy and great active listening skills The ability to think clearly, communicate succinctly, and write well Fundamental knowledge and hands on experience working with eMoney Benefits: Competitive compensation Health benefits A bonus program A 401 (k) retirement plan A fun and friendly team of colleagues

A Full-Service wealth management firm is seeking a highly motivated Financial Advisor to join this successful practice in Alexandria VA. The Associate/Financial Advisor will join a established and successful practice and partner to help grow, service and maintain a portion of the firm HNW Client base, and will also have the responsible of servicing their own book of business. The Associate/Financial Advisor must have 10-20MM portable assets and will be given the opportunity to me mentored by an experienced, passionate and knowledgeable Advisor. Monitor clients financial situations Develop and maintain financial planning solutions Perform research on client databases and financial plans Create details portfolio reviews, security analysis and present at client meetings 5+ years of experience as an Financial Advisor Series 7 and 66 or 63/65 BA degree Experience with Financial Planning Software

Are you a leader who has the following traits? • Competitive • Entrepreneurial • Coachable • Communicative • Self-disciplined • Authentic If the answer is yes, consider becoming an insurance agent* to drive positive impact in the lives of families every day. At New York Life, you're in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success. What we're looking for... We're looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job-it's a career with purpose and opportunity. You'll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients. What we offer... Training and development We'll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we'll subsidize it in your first two full-time contract years, providing you with additional funds, if you qualify, to help keep you on your feet while you complete our training program and grow your business. You'll also be eligible to get rewarded and acknowledged with sales incentives and professional-development trips for our top-performing insurance agents. Digital tools Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content. Products and solutions Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds1 through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. You'll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services,2 estate planning strategies, and business solutions. Human guidance When you join New York Life, you're joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents. How we will compensate you. You have the power to determine your own income with our commission-based compensation.3 In 2023, the average income of our agents under the N8 and N9 Agent's Contract who met annual minimum sales production requirements was $117,359.4 Individual agent performance will determine your income. Benefits for full-time agents include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension.5 For more information about commission-based income and benefits for financial professionals please follow this link ************************************************************ income-and-benefits. About New York Life... New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of citizens protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients. Awards & Accolades... We're proud of our financial strength.6 • A++ Superior (A.M. Best) • AAA Exceptionally Strong (Fitch) • Aaa Exceptional (Moody's) • AA+ Very Strong (Standard & Poor's) We're proud of the help we've provided and continue to provide our clients.7 • 5.3 million LIVES PROTECTED. Includes all owners of individual life insurance and annuity policies • $937 million LIFETIME ANNUITY INCOME PAID. Includes all payouts on individual income annuity products. • $5 billion IN LIVING BENEFITS AWARDED. Includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed. • Over $1.2 trillion LIFE INSURANCE PROTECTION IN FORCE. Includes term, whole, and universal life.8 * The terms ”agent” and ”financial professional” are used interchangeably throughout this brochure and refer to someone who is in a sales role under an agent contract. 1. Offered by properly licensed registered representatives through NYLIFE Securities (member FINRA/SIPC), a Licensed Insurance Agency and a New York Life company. 2. Wealth management and advisory services offered by Financial Advisors of Eagle Strategies LLC, a Registered Investment Adviser and a New York Life company. Qualification requirements include but are not limited to applicable FINRA general securities, agent state law, investment advisory licenses, compliance history, production standards, and required training. Requirements are subject to change. 3. If you qualify for an Introductory (PTAS) Contract, you will preview an agent career with New York Life as an independent contractor while continuing to work at your current job, with limited exceptions. PTAS Agents are not eligible for benefits. During this preview period of up to six months, any sales you make will continue to accrue until you either make enough sales to become a full-time agent under a Training Allowance Subsidy (TAS) Contract or the passage of six months, which ever is earlier. If you do not become a full-time agent, all commissions on any sales you made will be paid to you at the end of six months. If you become a fulltime agent under a TAS Contract, you will be credited with the commissions you accrued under the Introductory Contract. 4. Based on 2023 company data for 8,156 agents operating under our N9 and N8 Agent's Contracts in all states, without persistency bonus, who were active as of December 31, 2023. N9 is the current contract for new financial professionals. N8 contracts were issued to new financial professionals prior to April 2004. Contracts determine your compensation and benefits. Sales production requirements are determined annually by the company. Historical agent incomes are provided for informational purposes only. Agent income is not guaranteed. Income is dependent upon the sales of each agent. Agent compensation is commission-based and determined through the ledger process. Overall compensation includes positive income credits for commissions based on actual sales and certain allowances or incentives, if eligible, based upon persistency and production, as well as debits associated with commission reversals, authorized expenses, and other items. Each credit and debit posted to the Agent's Ledger is part of determining the agent's compensation and no individual credit posted to the ledger is earned until the ledger reconciliation process is complete. Agents receive payments equal to the positive balance on the Agent's Ledger after the credits and debits are applied. 5. This is necessarily brief and provides only general descriptions of the benefits available to eligible agents under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. In the event of any conflict between the information herein and the provisions of the plan documents, the plan documents will govern. The company reserves the right to amend or terminate the benefit plans described herein at any time for any reason. 6. New York Life Insurance Company continues to receive the highest financial strength ratings currently awarded to any life insurer in the U.S. from all four major rating agencies. Source: Individual Third-Party Ratings Reports: A.M. Best A++, Fitch Ratings AAA, Moody's Aaa, and Standard & Poor's AA+ (as of 11/17/2023). The ratings do not apply to investment products as they are subject to market risk and will fluctuate in value. 7. All figures reflect the consolidated results of New York Life Insurance Company and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation, for the 12 months ending December 31, 2023. 8. This reflects the consolidated results of New York Life Insurance Company (NYLIC) and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation (NYLIAC), for the 12months ending December 31, 2023. Individual life insurance in force is the total face amount of individual life insurance contracts (term, whole, and universal life) outstanding for NYLIC and its domestic insurance subsidiaries at a given time. The company's individual life insurance in force totaled $1,200.95 billion at December 31, 2023 (including $182.34 billion for NYLIAC). Intercompany transactions have been eliminated in consolidation. New York Life is an Equal Opportunity Employer - M/F/Disability/Sexual Orientation/Gender Identity AR10511A_052024 SMRU5021157 (Exp.05.30.2025)

BEGIN YOUR CAREER WITH NORTHWESTERN MUTUAL! At Northwestern Mutual Financial Representatives strive to understand their clients' goals and visions to uncover financial solutions that put them on a path to achieve their financial objectives. Our Financial Representatives are professionals who come from varying backgrounds and experiences to build rewarding practices and relationships with our clients. As you excel in your career our Advisors are supported by our network of specialists, training programs and mentoring opportunities to help their clients and to build practices. THE OPPORTUNITY - Representatives help clients to achieve and maintain financial security by providing financial advice and matching solutions with client's needs and goals. - Develop rapport with clients and foster long-term relationships. - Be knowledgeable about Northwestern Mutual financial products and financial market trends. - Build and maintain client bases, keep current client financial plans up-to-date and build a portfolio of new clients on an ongoing basis. - Provide dedicated and focused client experiences. BY JOINING OUR TEAM, YOU'LL HAVE ACCESS TO - A high-quality training program to help you get started. - Mentorship and professional development training throughout your entire career. - Leading industry products and solutions built on an integrated technology platform. - Financial support for professional designations and certifications, Series 6 & 63, boosting your career from Financial Representative to Financial Advisor. - The opportunity to design your roadmap to leadership and specialized roles. - A culture that promotes diversity, teamwork, work/life balance, recognition and rewards. - A rewarding career, with extraordinary income potential and a variable compensation model including; recognition and bonuses, where hard work directly relates to your sales results. WHO WE ARE At Northwestern Mutual we believe that everyone deserves to ‘spend their lives living' and that a strong financial plan is the cornerstone for ensuring that reality! Financial security is not just something that happens in retirement but is an enabler for our clients to spend their life living! Our teams of financial advisors across the nation embody these beliefs and are committed to helping clients reach their financial goals. With over 50% of American's citing that their financial planning needs improvement, a career with Northwestern Mutual provides abundant opportunities to serve this growing need! Recognized by FORTUNE as one of the "World's Most Admired" companies , Northwestern Mutual has been among the leaders in the financial services industry for nearly 160 years and has a proven track record of financial success.

We are seeking a highly skilled Financial Planning and Tax Professional (CFP & CPA) to join our comprehensive wealth management firm. This role is for an exceptional strategist who can design and implement sophisticated financial and tax planning solutions for affluent individuals, families, and business owners. At our firm, we help clients align their financial strategies with their personal values and goals. Our Financial Roadmap Experience ensures that every aspect of their financial lives is optimized, allowing them to focus on what matters most. The Role As a Financial Planner & Tax Advisor, you will be responsible for developing and presenting comprehensive, customized lifetime financial and tax strategies. You will meet with clients multiple times per year, delivering tailored recommendations that provide clarity, tax efficiency, and financial security. Key Responsibilities Develop & present detailed financial and tax strategies that align with clients' goals. Identify and communicate gaps, risks, and opportunities in financial plans, providing actionable solutions. Conduct capital projection analysis, offering strategies to optimize savings, retirement, and tax planning. Provide detailed transaction analysis (e.g., real estate sales, asset purchases, business exits) and assess tax implications. Evaluate and optimize client portfolios, addressing risk, tax exposure, and long-term growth strategies. Collaborate with Estate Attorneys, CPAs, Insurance Brokers, and Money Managers to execute holistic financial solutions. Prepare pre-meeting materials, including step-by-step implementation plans and progress reports. Who You Are Both CFP and CPA certification Min 5+ years of experience in financial planning and tax strategy. Expertise in risk management, investments, estate planning, business ownership, and tax reduction strategies. Strong analytical and strategic thinking skills, with the ability to simplify complex financial concepts for clients. Experienced in working with affluent individuals, families, and business owners. Proficient in financial planning software and open to evaluating new technologies to enhance client service. Why Join Us? Work directly with high-net-worth clients, making a meaningful impact on their financial future. Be a key player in a firm that values expertise, strategy, and collaboration. Competitive salary & benefits, with opportunities for growth and leadership.

Currently seeking a dynamic and driven Elevator Modernization Sales Representative to join our growing team in Millersville, MD. This individual will play a key role in identifying and capitalizing on opportunities for modernizing elevator systems within commercial, residential, and industrial properties. You will be responsible for engaging with current maintenance customers, understanding their needs, and offering tailored elevator modernization solutions to enhance safety, efficiency, and reliability. Please go through the job description below and apply for this job if you find yourself suitable. Job Title: Elevator Modernization Sales Representative Location: HQ Millersville, MD Job Type: Full-time Salary Range: $100k-$115k range with 50% commission bonus opportunities Key Responsibilities: Prospecting & Lead Generation: Identify and pursue new business opportunities through existing customers, networking, and internal referrals. Client Consultation: Meet with clients to assess their current elevator systems, understand their needs, and propose modernization solutions that enhance safety, efficiency, and performance. Solution Selling: Present elevator modernization services, including upgrades to control systems, safety features, and energy-efficient technologies. Provide clients with detailed proposals and cost estimates. Relationship Management: Build and maintain long-term relationships with building owners, facility managers, general contractors, architects, and other key stakeholders to foster repeat business and referrals. Contract Negotiation & Closing: Manage the sales process from initial inquiry through to final contract negotiation, ensuring client satisfaction and achieving sales targets. Market Research & Competitor Analysis: Stay updated on industry trends, competitor offerings, and regulatory requirements to provide clients with the best possible modernization solutions. Collaboration: Work closely with the project management team to ensure smooth transitions from sales to project implementation. Reporting & Documentation: Maintain accurate records of sales activities, customer interactions, and project statuses within the company's tracking/CRM system. Product Knowledge & Training: Continuously improve technical knowledge of elevator systems, modernization options, and new technologies to present innovative solutions to clients. Qualifications: Experience: 2+ years of sales experience in the elevator, construction, or facilities management industry, with a focus on modernization or related services. Technical Knowledge: Strong understanding of elevator systems, components, and modernization technologies. Familiarity with safety codes and regulatory requirements (e.g., ASME A17.1, ADA) is a plus. Sales Skills: Proven track record of success in B2B sales, with excellent negotiation, communication, and presentation skills. Customer-Centric: Strong ability to build trust and relationships with clients and provide exceptional customer service. Self-motivated: Ability to work independently, prioritize tasks, and meet or exceed sales goals. Travel: Willingness to travel locally or regionally to meet with clients and attend industry events. Compensation and Benefits: Competitive salary with a performance-based commission structure. Health Benefits Retirement savings plan (401k). Paid time off (PTO) and holidays. Company vehicle or travel reimbursement. Ongoing professional development opportunities.

We are seeking a COD Household Goods Sales Representative on behalf of a leading moving and relocation company in Sterling, VA. This role is an excellent opportunity for a sales professional with experience in consumer-paid household moves, looking to grow their career in the moving industry. The ideal candidate will have sales experience in COD household goods moving, strong communication skills, and the ability to generate leads, close deals, and manage client relationships. This role requires a proactive individual who can assess customer needs, provide accurate moving estimates, and ensure a smooth relocation process. Responsibilities: Generate leads and connect with customers in need of household moving services. Conduct in-home or virtual consultations to assess customer requirements and provide accurate pricing. Present and explain moving service options, pricing structures, and scheduling details. Develop customized moving proposals based on client needs and budget. Follow up on leads promptly and maintain a strong pipeline of potential clients. Work closely with the operations team to ensure seamless execution of moves. Provide exceptional customer service, addressing inquiries and resolving concerns. Maintain detailed records of sales activities and client interactions in CRM software. Stay updated on industry trends, competitor offerings, and market conditions. Meet and exceed sales targets and revenue goals. Requirements: Sales experience in COD household goods moving, relocation, or logistics preferred. Strong negotiation, communication, and customer service skills. Ability to build relationships and generate repeat and referral business. Self-motivated with a results-driven mindset. Proficiency in CRM software and Microsoft Office Suite. A valid driver's license and willingness to travel within the Sterling, VA area for client consultations. Reach out to Alchemy Global Talent Solutions today!

Aspen Home Improvements has a passion for providing amazing quality both in product and personnel. We have high expectations from our In Home Sales Representatives and seek candidates that will treat our clients in an industry leading way. TRAINING: Over the course of your first 4 weeks, we will provide you with in-person and hands on training to set you up for success. Weeks 1-2- in house sales and product training with our sales managers. Weeks 3-4- in the field running 2-5 company supplied leads each week as well as anyself generated leads. Training period compensation pay is $1,600 plus any commission earned. LEAD GENERATION: You will be supplied with Pre-Set/Pre-Qualified appointments. We have a very rigorous pre-qualification process that ensures we are putting our consultants in the best possible situation to be successful. COMPENSATION: Our compensation plan rewards solid performance with a strong commission rate, as well as the opportunity for performance bonuses and incentives. Our sales force is made up of top performers who are highly compensated and typically earn $150,000 and beyond in their 1st year. LEARNING, DEVELOPMENT & CULTURE: We provide with industry-leading product samples and ongoing support to assist you in closing the sale. You will be armed with superior marketing and top-drawer installations that provide lots of referrals. You will also be supported by an experienced management team and professional inside sales team. Responsibilities: Conduct in-home sales presentations by building trust and educating customers Identify customer needs / wants and use Aspen's proven sales presentation Negotiate and close the sale Qualifications: Valid driver's license and reliable transportation Experience with building relationships quickly with customers. A flexible work schedule, and ability to adapt to business needs. Tablet / iPad required Benefits: Paid Training 401K Match Paid Federal Holidays Flexible Work Schedule Powered by JazzHR PIe5000e3bbba6-29***********9

Immediate Opening in Rockville, MD Founded in 1990, CTI is a Federal Government contractor that specializes in providing print and data management services for DoD and Federal Civilian agencies. Scope of work: CTI is seeking a proven sales professional with minimum of 5 years of federal sales experience. As a Federal Sales Representative, you will be responsible for leading new account development, prospecting for new Federal government opportunities, and building and managing a balanced pipeline of opportunities. Working alongside CTI's Proposal and Account Strategy & Growth teams, you will collaborate on devising successful bid strategies, facilitating coordination of internal resources, actively participating in the proposal process, and taking charge of communications with potential clients. Essential Duties & Responsibilities Research, develop and prospect new businesses opportunities across the federal government Shape opportunities by engaging with prospective clients, and fostering those relationships to gain insights into internal initiatives and drivers for pre-RFP opportunities Leverage CTI's contract vehicles to secure new Managed Print Services (MPS) opportunities across both federal civilian and defense agencies Secure and lead virtual and in-person meetings and product demonstrations with potential government customers and industry partners Maintain and grow relationships with existing customers and accounts, recommending product and service enhancements to improve overall customer satisfaction and to drive additional sales Identify potential channel and OEM partners, lead onboarding process, and manage key vendor relationships Represent CTI at industry-related events, conferences, and tradeshows Minimum Qualifications Bachelor's Degree and five to ten (5-10) years of experience in federal sales Highly motivated and independent producer with proven success targeting and establishing credibility with sophisticated customers Strong background in sales and new business development experience within the federal public sector Knowledge of government contracting and current acquisition trends and customer buying behaviors (Federal GWACs/IDIQs/BPAs /OTAs). Must be a goal-oriented team player Experience in office technology, and B2G outside sales experience Strong written and verbal communication skills Demonstrated ability to build solid working relationships An interest in learning new technology in an evolving industry Excellent time management skills and the ability to work autonomously Proficiency in Microsoft Office 365 (including Word, PowerPoint, Excel, and Outlook) required Requirement Must be a United States citizen or permanent resident with a valid work permit Salary and Company Benefits Starting salary dependent on experience and fit Low-cost comprehensive health insurance: CTI pays 50% of the monthly premium and the majority of your health insurance deductible cost Comprehensive 401k offering including low-cost mutual fund CTI contributes an amount equal to 3% of your salary into your 401k regardless of whether you contribute Starting two weeks paid vacation, one week paid sick leave per year Worker's compensation and long-term disability insurance paid for by CTI which pays for 60% of your salary until age 65 Company-paid life insurance for each employee to the beneficiary of the employee's choice Hybrid work environment This is a full-time position

Connie Snook Insurance and Financial Services Inc., honored as a top agent in Frederick Magazine for 2024 and known for its strong reputation, is seeking a driven Financial Services Representative - State Farm Agent Team Member with expertise in financial products and services. If you thrive on working with clients but feel trapped in the grind of endless cold calling and the uncertainty of a commission-only role, we want to hear from you! Location: Frederick, MD In Office: Qualified candidates (in or near hub locations listed) should plan to spend time working in the office with clients as part of our work environment. Job Description As a Financial Services Representative - State Farm Agent Team Member, you will join a dynamic team dedicated to transforming the way financial advising is done. We are looking for driven, collaborative, passionate, and customer-focused individuals to make a meaningful impact. Your responsibilities will include: Provide holistic financial guidance by delivering comprehensive financial planning and advice to State Farm customer households, addressing their unique needs and goals. Collaborate and mentor with a career agent to create and execute business plans, ensuring alignment with client service models and fostering professional development. Enhance client relationships by proactively communicating with clients, resolving inquiries, providing guidance, and ensuring all documentation and key information is accurate and up-to-date. Uphold integrity and compliance by demonstrating expertise in financial markets, educating clients on tools and technology for managing investments, and ensuring adherence to Michaels Insurance and Financial Services Inc. policies and industry regulations. Qualifications Minimum of 2 years of experience as a financial services representative or in a similar financial services role. Proven success in acquiring clients, building, and maintaining strong client relationships, and collaborating effectively with key partners and team members. Enthusiastic, self-motivated professional with a passion for helping clients achieve their financial goals. Eagerness to learn and grow with the financial services industry. Requirements Bachelor's degree preferred. Life and Health License highly preferred. Active Securities Industry Essentials (SIE) Exam, Series 6, and/or 63, 65 and/or ChFC Licenses preferred. Perks for Financial Services Representative - State Farm Agent Team Member The first year's compensation is expected to range between $60,000-$140,000 (including commission and production bonuses) with upward earning potential over time. Comprehensive benefits package, including 401(k) match, medical, dental, vision, Life Insurance and Accrued Paid Time Off (PTO). Volunteer events within the community and engage in a learning and fun culture. Access to a large book of customer households and top-tier training with mentorship from a successful career agent. A supportive, fun culture that emphasizes learning, growth, and enjoyment in the workplace. *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. An equal opportunity employer We shall hire, retain, promote, compensate, and provide terms, conditions, and privileges of employment solely on the basis of the Companies' human resources requirements and each person's qualifications. We have an obligation to our policyholders to realistically determine our needs for employees and to select the best qualified available people to manage their insurance business. In fulfilling our obligations, we will not practice, tolerate, nor condone discrimination because of age, race, color, religion, sex, national origin, sexual orientation, gender identity, disability, protected veteran status or genetic information. All employees must respect the individuality and dignity of one another and the customers we serve. We shall always comply with the letter and the spirit of all national, state, and local laws pertaining to employment.

About the role: TQL is seeking motivated, high performing individuals to apply for our Fast Track Sales Development Program. We will pay to relocate you to Cincinnati, Ohio to train with some of the top brokers in the company. Once you've completed training and built a solid book of business, TQL will pay to relocate you again to any of our 60+ offices nationwide. Our best in-class paid training and mentorship program will teach you everything you need to know about sales, logistics and supply chain management. Top applicants will thrive in a fast-paced environment, have a strong work ethic and a drive to succeed. This is a great opportunity to build a successful career with an industry leader that offers an unmatched company culture, comprehensive benefits and significant opportunities for advancement. POSITION IS LOCATED IN CINCINNATI - PAID RELOCATION PROVIDED What's in it for you: $40,000 base salary with uncapped commission opportunity $2,500 sign-on bonus $7,500 housing stipend paid in bi-weekly increments for the first 12 months Relocation assistance package Health, dental and vision coverage 401(k) with company match Outstanding career growth potential with a structured leadership track Fortune 100 Best Companies to Work For (2023) and Forbes America's Best Large Employers (2022) What you'll do: Spend 26 weeks partnered with a successful freight broker Make calls and establish relationships to build your book of business Close new and existing customers Negotiate prices with customers and carriers Manage daily shipments and resolve issues to ensure timely pickup and delivery Provide proactive and honest communication, internally and externally What you need: Availability to work full-time, 100% in-office Entrepreneurial mindset and determination to outperform your peers Strong negotiation skills with the professionalism to handle conflict A passion for exceptional customer service College degree preferred Military veterans encouraged to apply

Imagine your ideal job. Now add bowling. And arcade games. And parties every day of the week. This isn't any ordinary job; it's the beginning of a bowled new career as an Hybrid Event Sales Representative. Are you the life of the party? Do you know what it takes to make a great event even more amazing? If so, then you may be just what we're looking for. Our Event Sales Representatives are more than just good salespeople-they're talented experience-makers . They tirelessly engage with calls and emails to secure bookings, manage their pipelines, meet and tour with potential clients, and collaborate with our Operations Team to guarantee flawless execution of our guests' events. You'll make the booking/planning/partying process easy (and fun!) so that your client comes back again and again. Essential Duties: Get a glimpse of all you'll experience as an Event Sales Representative. DEVELOP YOUR IQ & BOOK IT Respond to all event inquiries (that's a given) and turn those inquiries into booked events. While you'll be working in one of our beautiful locations, you'll also be planning events for multiple venues! Learn the features and benefits of our distinctive properties and event options-and relay them effectively to your clients as you will be booking events across multiple venues. Understand the unique needs of all types of events-from corporate functions to birthday parties to other social events. HIT THOSE NUMBERS Meet (nay, exceed ) your individual sales KPIs. STAY ON POINT Organization is the key to success when working with a large rolodex of clients and multiple venues. Be the on-site contact for our operations team, hosting BEO meetings, and working together to ensure every event is a smashing success! guide the guest Be there for your clients, planning their events, and coordinating the details until the day of the party. Actively managing the client relationship both during and after the event with retention efforts to ensure your client comes back year after year. FLEXIBILITY IS KEY Be available to work evenings, weekends, and holidays, especially during our busiest event-packed seasons. BE CAMERA READY Stay connected with the rest of the team on camera! Whether it is for one-on-one coaching sessions or daily meetings, we're committed to fostering the camaraderie of an office for our remote reps. Plus, our clients can pop in at any time so always be ready to showcase your enthusiasm and professionalism. WHO YOU ARE You're a motivated, ambitious individual who's eager to learn and ready to sell our unique spin on bowling entertainment and events. Embracing feedback isn't just a skill, it's something you thrive on to become even greater! You love friendly competition and use that to achieve your KPIs. Your commitment to guest service and your interpersonal skills are on point and combine to turn ordinary events into epic celebrations that everyone will be talking about long after the party's over. Desired Skills: Check out the desired skills below and see if you have what it takes to join our team. Broad knowledge of sales, hospitality, and event planning Proficient in technology including Outlook, Microsoft Teams, and Excel Strong verbal and written communication skills (because to sell the experience, you have to be able to communicate it- effectively ) Feedback driven Time management and organization skills Adaptability REQUIRED: Ability to travel once a year to the national sales conference THE LUCKY STRIKE TEAM With approximately 350 entertainment destinations spanning North America, our portfolio includes renowned brands like Bowlero, Lucky Strike, AMF, and the Professional Bowlers Association (PBA). As a company, we are committed to diversity, dedicated to our guests, and devoted to making the work-life experience a joy for one another. When work is this much fun, it doesn't feel like work at all. Join our team of over 12,000 associates and experience the fulfillment of being part of the Bowlero family.

Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be an ideal candidate for a career at The Western and Southern Life Insurance Company (Western & Southern Life), a member of Western & Southern Financial Group, a Fortune 500 company. As a Financial Representative, you will work with current and prospective clients in your community to understand their financial needs and goals and recommend impactful solutions from a comprehensive line of products, including life insurance, so that they can protect what matters most. The Ideal Place for a Career Western & Southern Life stands behind you during your career with us. We are committed to your personal success and offer our associates a comprehensive total rewards package. Western & Southern Life offers a very competitive compensation plan: $1000 week, assuming a 40-hour workweek (non-exempt training period) for the first 2 weeks of employment. After you complete this 2-week training period, the role is exempt. During Weeks 3-13, you will receive a $1000/week base salary and be eligible to earn incentives per the terms of the applicable incentive plan. After week 13, your compensation is variable based on your individual performance in accordance with the terms of the applicable incentive plan; performing at minimum standards anticipates earning $50,000- 70,000 annually, as noted in the “Pay” field below. As a full-time Financial Representative, you will also be eligible to participate in Western & Southern Life's benefit plans, subject to the terms of those plans. Our benefits plans include medical and dental insurance, as well as access to an Employee Assistance Program, a 401(k) plan with a company match, and a defined benefit pension plan (we are among just 15 of the top U.S. companies still offering a traditional Defined Benefit Plan). See the list below of other benefits that may be available to you in this role, per the terms of their respective plans, policies, and programs. A Successful Financial Representative Our field offices welcome candidates with diverse backgrounds, including financial services newcomers, military veterans, college graduates, and experienced financial representatives. Our most effective Financial Representatives are: Customer-focused Effective Communicators Natural Networkers Results-driven Resilient Collaborative If this sounds like you, we encourage you to explore the possibilities, and apply today! From Fortune ©2024 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune 500 are registered trademarks of Fortune Media IP Limited and are used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse the products or services of, The Western and Southern Life Insurance Company.

We are seeking a highly motivated and experienced Financial Advisor to provide sound financial advice to our diverse clientele. The ideal candidate must have exceptional analytical skills, strong communication skills, and a passion for helping clients achieve their financial goals. Responsibilities · Meet with clients to determine their financial objectives, risk tolerance, and resources. · Develop financial plans and portfolios that meet clients' needs and goals. · Provide sound investment advice and guide clients in making informed decisions. · Offer strategies for tax planning, retirement planning, and estate planning. · Continuously monitor clients' portfolios and make necessary updates. · Keep abreast of market trends, policies, and regulations that may impact clients' portfolios or investments. · Build and maintain relationships with clients and ensure they receive top-notch service. · Develop and implement strategies to increase client base. Requirements · Bachelor's degree in Finance or related field · 5+ years' of industry experience · Active Life Insurance license · Active FINRA Series 7, and 65 or equivalent registered representative and state licenses. · Exceptional client-service skills. · Ability to work independently and collaboratively with a team. Benefits · Competitive compensation package · Comprehensive training and development programs · Health and life insurance options · Retirement savings plans · Professional work environment If you are interested in this position and meet the above qualifications, please submit your resume and cover letter. We look forward to hearing from you!

Becoming a financial advisor at Northwestern Mutual Mid-Atlantic (ANNAPOLIS, BALTIMORE, ELLICOTT CITY, FREDERICK, HUNT VALLEY MD & YORK, PA) is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue1: Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support2 Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning You could be right for this opportunity if you have: Bachelor's degree Entrepreneurial ambitions to be a business owner History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship About Northwestern Mutual For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with a personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored, integrated approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual: Top 5 US Independent Broker-Dealers4 Unsurpassed financial strength with total company assets of $366 billion5 Recognized for6 Financial Soundness, Quality of Products/Services, Social Responsibility, and Quality of Management Fortune 500 company (June 2024) Forbes' Best Employers for Diversity (2023) Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2023) 2024 Training APEX Award winner Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. 4Ranking for Northwestern Mutual Investment Services, LLC (NMIS) based on total 2023 AUM, which includes figures that combine NMIS brokerage account activity and AUM with account activity and AUM of investment advisory account of NMIS's affiliate Northwestern Mutual Wealth Management Company (NMWMC), which are held through NMIS. Source: InvestmentNews , April 2024. 5Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 08/24 (Aaa, Moody's Investors Service), 08/23 (A++, A.M. Best Company), 07/24 (AAA, Fitch Ratings), 04/24 (AA+, S&P Global Ratings). Ratings are subject to change. Total company assets as of June 30, 2024. 6To determine the best-regarded companies in more than 50 industries, FORTUNE asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria. Details at fortune.com