Financial Representative
Finance Representative Job In Maitland, FL
Explore Your Future at Western & Southern Life
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 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, understand their financial needs and goals, and recommend impactful solutions.
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:
Competitive compensation.
Benefits, including medical and dental insurance, an Employee Assistance Program, a 401(k) plan with a company match, AND a defined benefit pension plan
First-class individualized training and development
Suite of digital and personalized marketing tools to build your business
Rewards and recognition plan acknowledging top-notch results
Dynamic career growth opportunities
A Successful Financial Representative
Our field offices welcome candidates with a diverse range of backgrounds, including financial services newcomers, military veterans, college graduates, and experienced financial representatives. Our most effective financial reps are:
Positive and resilient
Customer-focused
Interpersonally savvy
Action-oriented and results-driven
If this sounds like you, we encourage you to explore the possibilities, and apply today!
Financial Advisor
Finance Representative Job In Maitland, FL
ARE YOU…?
…tired of working for “big box financial”?
…working with a limited number of products and services, finding yourself handcuffed to a proprietary minimum?
…confident in your background, experience, and acumen in working with individuals and businesses to reach common goals?
…exhausted by making money for a large corporation with no equity to show, versus building your own practice and legacy?
…wanting a work-life balance culture, as opposed to punching a timeclock and being micromanaged?
If you answered “YES” to any of the above, we may be the ideal home for you!
Evershore Financial Group specializes in comprehensive wealth management solutions tailored to the unique needs of individuals and businesses. We are looking for candidates who are entrepreneurially minded with client-facing certainty.
Our Advisors have access to a dedicated support staff who help process business more efficiently and thoroughly, along with a multitude of competitive products and services including insurance, investments, and fee based financial planning. There are no proprietary product sales requirements. We have locations in Palm Beach Gardens, Boca Raton, and Orlando/Maitland.
At Evershore Financial, you will work with individuals who walk the walk and have successful, growing practices. We don't hire for numbers; we have an incredibly strong culture within our tight-knit offices. We look for unique individuals who are worth devoting significant time and resources toward helping them grow - open architecture, no proprietary product requirements, highly credentialed advisors, and the business judgement to help real advisors take their practice to the next level. We cater to each individual and will customize a compensation package based on your experience.
What does this mean for you?
We specialize in practice growth and the ability to help advisors become more sophisticated in their practice.
Onboarding with comprehensive training and education from actual practitioners, not a cold ‘read the book' experience.
You will receive unmatched mentoring relationships, joint work, support, and collaboration.
We start with the end in mind and practice what we preach so our advisors have access to succession planning tools and a guided future.
ARE YOU THE RIGHT FIT FOR US; DO YOU HAVE….?
…the desire to be and think like a business owner - matching work ethic, growth ambition, and capability to execute business initiatives?
…the ability and willingness to cultivate long-term client relationships?
…the goal of building equity in your career, opposed to growing a corporate bottom line?
…a combination of confidence, competitiveness, humility, and willingness to learn from others?
…the strong commitment to success - for you, the team, and most importantly - your clients?
…or are you able to obtain your FINRA licenses (Series 7 and 66) and advanced designations such as Certified Financial Planner?
Again, if you answered “YES” to any of the above - CLICK TO APPLY NOW! Your successful career with Evershore awaits!
Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. Evershore Financial Group is independently owned and operated. 3300 PGA Blvd., Suite 990, Palm Beach Gardens, FL 33410. ******************
Associate - Financial Reporting & Analytics (Real Estate Development)
Finance Representative Job In Orlando, FL
We are a national real estate investment and development firm that owns, operates, and develops diversified properties in select core markets. We rely on our Guiding Principles to deliver the highest quality residential, commercial and resort properties to our customers. We have over $1B in assets including active investments in New York, California, Florida, South Carolina, and Texas. Our portfolio emphasizes luxury residences, mixed-use communities and resorts. We enjoy substantial capitalization and have a long-term commitment to becoming a pre-eminent real estate development firm in the United States. More information can be found at ***************************
About the Job
The Associate - Financial Reporting & Analytics will enhance asset value by analyzing hospitality performance within Dart Interests. This role will work closely with the Vice President of Asset Management to achieve accuracy in forecasting, optimize revenue, control costs, and maximize EBITDA.
This role involves mining and analyzing a myriad of data, including operational data, financial metrics, portfolio and hotel P&L statements, STR and competitive set data, and revenue management insights to identify opportunities for value enhancement. Additionally, the role will support research initiatives, business and strategic planning, and annual planning efforts.
Working closely with the Vice President of Asset Management and Executive Team, the Associate-Financial Reporting & Analytics will contribute to data-driven strategies that enhance profitability and long-term asset performance.
Responsibilities
Serve as the lead analyst for the hospitality vertical, gathering and analyzing data to synthesize into comprehensive reporting and strategic recommendations for the asset management team and ownership.
Support and monitor ownership's strategic objectives for each asset.
Coordinate and produce detailed weekly, monthly, and quarterly asset management reports for hospitality assets, currently including the residences at Evermore Orlando Resort, Conrad Orlando, and Wild Dunes Resort.
Develop robust analyses and reporting frameworks to support asset management and operational decision-making.
Foster a culture of continuous improvement by ensuring alignment with the strategic objectives of the assets.
Utilize a diverse range of tools and data sources to generate analytical insights for market overviews, investment memorandums, strategic positioning, and financial forecasting.
Actively participate in asset management and ownership meetings with various asset operators, including Dart's internal operations team and Evermore Hospitality, contributing to the development of strategies that drive business growth.
Conduct gap analyses, financial choice modeling, and variance analysis to support impact assessments, strategic decision-making, and overall performance optimization.
Engage directly with various teams, including Asset Management, Dart Development, Investments & Analysis, Corporate Finance, and Operating Partners, to ensure seamless collaboration and execution of asset strategies.
Review and validate financial analyses produced by partners, operators, and third parties, ensuring accuracy and reasonableness.
Support and enhance the semi-annual planning process by providing critical data-driven insights and recommendations.
Duties may change at Dart Interests' discretion without notice.
Qualifications
Undergraduate degree in Finance, Strategy, Accounting, Economics, or similar analytical field with a strong academic record.
Master's Degree in Business, Finance, Economics, or other quantitative fields a plus.
5+ years of related experience.
Strong knowledge of economics, finance, financial statements, and basic accounting; hotel finance and operations knowledge is a plus.
Strong analytical and quantitative skills.
Advanced Excel skills, including complex formulas, Pivot Tables, data queries (Power Query / Power Pivot), VBA and fluency in advanced functions.
Proficient in the Microsoft Office suite.
Knowledge of business intelligence applications; intermediate and above Power BI capabilities are a plus.
Effective verbal and written communication skills; proven skills in exceptional English language business writing.
Ability to influence and collaborate with other teams, summarize issues, and develop recommendations.
Ability to manage and complete multiple tasks efficiently and within tight deadlines.
Possess a strong work ethic, professional integrity, and a positive attitude.
Highly organized, detail-oriented, and capable of task prioritization.
Financial Services Professional
Finance Representative Job In Orlando, FL
Bankers Life , one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. We offer award-winning training, access to mentors, and a workday that can be built around your lifestyle.
As a Financial Services Professional, you will:
Build a client base by growing relationships with your network and providing guidance
Gain expertise through sponsored coursework and proprietary agent development training
Guide clients through important financial decisions using the latest software and our expansive product portfolio
Pathways to develop your Financial Professional career including leadership, wealth management, and retirement planning
What makes a great Financial Services Professional?
The ability to present complicated concepts effectively and maintain uncompromising principles, such as honesty and integrity
Self-motivation to connect with company provided sales leads and network with new clients
Strong relationship building, communication, and time-management skills
A competitive and entrepreneurial spirit to achieve success both for yourself and others
What we offer:
Highly competitive commission and bonus-based structure designed to grow with you
First-year agents typically earn $40,000 - $65,000 on average
New agents can receive up to $12,000 in production-based incentives in the first year
Up to $5,000 bonuses available in the first four months
Experienced agents earn $100,000+ in commissions and bonuses
Passive income opportunities and bonus programs
Fully paid insurance pre-licensing course, SIE, Series 6, Series 63, CFP
Award-winning training - Bankers Life has been named as a Training Apex Award Winner for the twelfth consecutive year
Flexible in-office schedules once you complete your agent training
Progressive advancement opportunities
Retirement savings program and more
Bankers Life , a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes!
Please visit our career site to learn more about our mission: ********************************
Sales Representative
Finance Representative Job In Daytona Beach, FL
About the role:
TQL is seeking motivated, high performing individuals to join our award-winning team. This is more than just a sales position; you'll establish relationships and leverage your negotiation skills to secure deals for freight transportation while managing customer shipments from pickup to delivery. No prior experience is necessary; our best in-class paid freight broker 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.
What's in it for you:
$40,000 minimum salary with uncapped commission
Average Year 2 - 3 earnings: $57,700 - $83,200
Want to know what the top 20% earn? Ask your recruiter
Health, dental and vision coverage with plan options
401(k) with company match
Optional paid relocation to offices in the Greater Cincinnati area with TQL's Fast Track Sales Program
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 to learn the business inside and out
Make calls and establish relationships to build your client base
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
Determination to outwork anyone
Strong negotiation skills with the professionalism to handle conflict
Entrepreneurial mindset with a passion for exceptional customer service
College degree preferred
Military veterans encouraged to apply
Parts Sales Representative
Finance Representative Job In Orlando, FL
The Parts Sales Representative - Front Counter sells commercial vehicle and equipment parts to external customers via the counter or over the phone.
Rush Truck Centers opens the door to the world of opportunity. We are the largest network of commercial vehicle dealerships across the US representing truck and bus manufacturers. Our franchises include Peterbilt, International, Hino, Isuzu, Ford, IC Bus and Blue Bird. We offer a rewarding career as a leader in the transportation industry. Grow with us as we continue to expand our network of locations and services.
Responsibilities:
Sell parts to external and account customers, over the counter, through the shop, or on the phone.
Ensure all parts movements are performed in SAP in a timely manner.
Keep repair orders updated in Service Link.
Initiate all retail orders possible in Parts link.
Ensure that all sales are properly documented per Rush policies to include but not limited to signatures, information on checks and credit card slips.
Issue credit for parts returned, ensuring that the original invoice, or its number, is available so that purchase and pricing can be verified.
Responsible for core returns - per procedure.
Complete all customer and vendor returns-per procedure.
Keep orderly records of all repair orders, invoices, insurance estimates, and special order parts.
Set up orders for daily shipment, delivery, or pick-up.
Solicit assigned accounts by phone.
Participate in Dealership CSI and marketing.
Benefits:
We offer exceptional compensation and benefits, 401K and stock purchase, incentives for performance, training, and opportunity for advancement - all in a culture that appreciates and rewards excellence, a positive attitude and integrity.
Basic Qualifications:
High school diploma or general education degree (GED).
Six months' experience in over the counter sales, preferably in a dealership or service setting environment.
Familiarity with accounting and inventory tracking software.
Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled
This job posting does not state or imply that these are the only duties to be performed by this employee. The employee will be required to follow any other instructions and to perform any other duties requested by their leader.
In-House Sales Representative
Finance Representative Job In Orlando, FL
Job Summary: In-House Sales Representative
As an In-House Sales Representative you will be a member of a team that meets with existing Capital Vacations owners and talks through the opportunity to upgrade their ownership package. You will work in an environment which provides many tools to deliver success, including group sales presentations led by industry veterans and team managers to assist closing your sales.
The ideal candidate:
Ability to work a flexible schedule, including weekends and some holidays.
Professional image with tenacious attitude and motivation to succeed
Previous sales experience in timeshare, auto, insurance, finance, restaurants, luxury goods, and hospitality is preferred but certainly not required.
Why Choose Capital?
Highly Compensated - (Commissions paid weekly, plus opportunity to earn monthly bonuses). Highest Total Compensation payout in the market
Six figure income potential within first year of employment
Paid Training Program
Ongoing training, mentor and group presentation programs allowing for rapid potential income for our new hires
Multiple Lead/Tour Source Avenues - No Prospecting/Cold calling
We provide opportunity for rapid career advancement
Benefits Include:
Medical, vision and dental insurance (within 60 days of employment)
Retirement - 401K
Travel perks and discounts
Veterinary Sales Representative
Finance Representative Job In Orlando, FL
DVM Central is a leading veterinary marketplace that connects buyers and sellers in the veterinary community. We provide a trusted platform for procuring animal health products directly from reputable manufacturers, offering a secure and convenient environment for both buyers and sellers. Our mission is to transform the veterinary industry by promoting fair trade practices and access to high-quality products and services.
Role Description
This is a contractual role as a Veterinary Sales Representative at DVM Central with flexibility for work. As a Veterinary Sales Representative, you will be responsible for connecting veterinary professionals with top-quality products and suppliers on our platform. Your day-to-day tasks will involve identifying buyer needs, sourcing products from reputable manufacturers, and facilitating secure transactions.
Qualifications
Strong communication and relationship-building skills
Experience in sales, procurement, or vendor management
Knowledge of the veterinary industry and products
Ability to work independently and collaborate with cross-functional teams
At least 1 year of experience
Sales Representative - Corrugated - Central Florida
Finance Representative Job In Orlando, FL
The Sales Representative is responsible for successfully managing existing customer accounts and establishing new opportunities to achieve annual sales objectives.
The Sales Representative manages current customer relationships, prospecting and engaging new customers.
The Sales Representative partners with management to complete budget planning, working with the Area Operations teams to understand and sell open machine capacity and value-added services, and supports cross-functional teams to ensure sales strategy execution.
How you will impact WestRock:
Define overall account vision, ‘Play to Win' and account growth plan for targeted customers by aligning market trends and customer needs with WestRock solutions
Identify pricing dynamics within accounts to inform WestRock commercial decisions
Effectively articulate sales vision and strategy to identify leads on new opportunities, manage prospects and develop a robust sales pipeline
Meet or exceed individual budgeted and volume sales goals to contribute to the organization's annual targets objectives
Effective utilization of CRM system (Salesforce.com) to manage opportunities & pipeline on a consistent basis
Ability to navigate within customers organizational structure and build relationships at multiple levels
Manage contractual relationships and negotiate multi-year contracts
Deliver results by executing on weekly, monthly, quarterly, and annual sales targets
Drive Commercial Excellence to exceed Area volume and profit goals through new account development within targeted segments, growth in existing accounts, margin improvement plans and enterprise sales support
Utilize internal resources to leverage knowledge of market trends and competition
Monitor profitability levels to track progress against budgeted targets and analyze monthly financial summaries
Understand market dynamics and business drivers that define long-term commercial strategies and have an impact on Area and develop strategies to reach company objectives
Develop working relationships with other WestRock facilities to create opportunities for additional revenue streams across the enterprise capabilities
Seek and qualify prospective customers in accordance with Sales strategy
Collaborate with cross-functional teams to ensure effective execution of the overall Sales strategy
Collaborate with cross-functional teams to identify value add opportunities to improve margins
Manage customer engagement through the sales lifecycle to ensure contractual obligations are met and to enable customer satisfaction
What you need to succeed:
Bachelor's degree preferred
2-5+ years of business-to-business (B2B) Sales experience (Manufacturing/service industry preferred)
Related experience in sales execution and pipeline management
Ability to drive results by influencing others within different functions
Ability to create and deliver engaging presentations to internal and external audiences
Demonstrated sales competence and financial acumen
Microsoft Office - Excel, Outlook
Experience with Salesforce.com
Reporting tools such as Power BI, QlikView
What we offer:
Corporate culture based on integrity, respect, accountability and excellence
Comprehensive training with numerous learning and development opportunities
An attractive salary reflecting skills, competencies and potential
A career with a global packaging company where Sustainability, Safety and Inclusion are business drivers and foundational elements of the daily work.
OTC Sales Representative
Finance Representative Job In Orlando, FL
The OTC Sales Representative at Mills & Nebraska is responsible for driving sales, providing exceptional customer service, and supporting the company's business objectives. This role involves assisting customers with material selection, processing sales orders, and proactively generating new business opportunities. The OTC Sales Representative plays a key role in maintaining customer relationships and ensuring smooth sales operations while upholding the company's mission, vision, and values.
MAJOR RESPONSIBILITIES
Greet walk in customers in a timely and professional manner.
Determine customer needs and assist with their selection of materials.
Takes incoming sales orders from telephone calls, emails and walk-in will-call customers, complete order documentation.
Contact current customers via phone, email, personal visit, to generate orders for delivery on scheduled delivery routes and to inform customers of specials and sales promotions.
Follow-up by email or telephone with customers regarding back-ordered materials, delivery dates, job quotes, etc.
Assist in the collection of payment from customers.
Performs customer service function by recommending substitute or other merchandise better suited to the customer's needs and requirements.
As needed, assist in creating material schedules with customers.
Use sound professional judgment while representing the Company.
Increases sales volume by contacting potential customers to generate new business.
Prepares job order quotations based upon customer requests and information under guidelines established by the Sales and Solutions Manager.
Perform other duties assigned
AUTHORITY:
The OTC Sales Representative acts within company policies and applicable federal, state and local legislation to do whatever is necessary and make any decisions required to carry out effectively the strategic and operational goals of Mills & Nebraska.However, without the approval of the Owner may not:
Commit the company to any capital expenditure, dispose of any company asset, sign any lease, contract or agreement.
Change or revise established policies, procedures and controls.
Engage personally in outside business that could conflict with the company's interests.
Enter into a relationship with any employee, which may have, or appear to have, an adverse effect upon his/her ability to carry out responsibilities of the job.
SKILLS, KNOWLEDGE & ABILITIES
Bilingual (Spanish/English) skills are preferred to effectively engage with our Spanish-speaking clients and meet the growing demand for seamless communication and collaboration in our diverse client base.
Microsoft Office proficiency - Word, Excel, Outlook, etc
Good working knowledge of construction as related to architectural products, doors, door products and related codes and requirements.
Knowledge of field installation and applications extremely helpful.
Ability to apply exceptional organizational skills and attention to detail.
Possess strong communication, presentation and writing skills.
Ability to communicate effectively with all levels of management.
Ability to work well under pressure in a fast paced, dynamic environment.
Ability to multitask and prioritize effectively.
Ability to effectively manage teams as well as work effectively as part of a team.
Passion for providing excellent service and quality.
Exhibit an entrepreneurial spirit - energetic and self-starter.
Through training learn sales software - Acumatica and use with proficiency
Analytical and problem-solving skills
Time management skills
Ability to maintain professionalism and a positive attitude
Ability to be autonomous, adaptable, and readily available to fulfill multiple tasks
KEY PERFORMANCE INDICATORS (KPI's)
Customer Retention and Repeat Orders: Track the Percentage of customers making repeat purchases compared to new customers
Order Processing Accuracy: Ensure that sales orders are processed accurately and completely, with all necessary documentation, including customer details and materials selected.
New Business Generation: Measure the number of new customers or sales generated from newly acquired accounts within the period.
Payment Collection Efficiency: Measure the effectiveness in assisting with payment collections from customers, ensuring timely payments.
EDUCATION/EXPEREINCE:
High school diploma or GED.
Minimum of 1-3 years of like/similar experience preferably supporting a manufacturing, field application or production capacity.
ADDITIONAL REQUIREMENTS
Must be able to sit for extended periods of time
May require on occasional stooping and bending.
Must be able to regularly lift/carry up to 20 lbs.; occasionally lift/carry up to 50 lbs
Must possess a valid driver's license and drive to and from work locations.
Must be able to travel as required for Company business.
On occasion work nights and/or weekends during annual warehouse inventory count
Financial Advisor
Finance Representative Job In Kissimmee, FL
If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.
We'll give you the support you need. Our team will be there every step of the way, providing:
Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹.
Salary for the first five years as you begin to build your practice²
A firm-provided branch office in the community
Branch office support to help lighten the load so you can focus on your clients
A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.
You can also expect...
No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
A compensation package that includes opportunities for commissions, profit sharing and incentive travel
The flexibility that you need to balance your personal and professional lives - the best of both worlds
A culture of continuous improvement and professional development
Key Responsibilities
Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).
Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.
Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.
¹ For the 23rd consecutive year, Edward Jones was named a top company for training. The firm ranked No. 14 on Training magazine's prestigious 2023 Training APEX awards listed by Training magazine. 2023 Training Magazine Training Apex Award, published February 2023, date as of September 2022, an application fee was required for consideration
² As your new asset compensation and commissions increase over the first five years, salary will decrease
Benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page.
Compensation:
We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.
For more information regarding compensation please click the link below.
New Financial Advisors Compensation
Supplemental Starting Salary Range $45,000 - $100,000
Read More About Job Overview
Skills/Requirements
Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.
What characteristics would make you a successful financial advisor?
An interest in financial services/markets and how they work
Love of learning and challenges, including determination to succeed
Skilled in long-term relationship building
Comfortable in your ability to think critically
Passion for new opportunities
Can you see yourself...
Learning to be a financial advisor through our comprehensive training program?
Delivering personalized investment and financial solutions to your clients?
Taking ownership of your business's growth and success?
Meeting professional and personal objectives as they relate to building your practice?
Working in and positively impacting your local community?
Skills/Requirements
Candidates should have at least one of the four qualifications bullets listed below:
A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry
Financial services and/or sales experience
Financial services registration, licensing, or certification
Professional and/or military career progression
Licensing:
SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.
FINRA registrations required within three months. State insurance licenses will be required.
As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
#LI-USFATA
Sales Representative
Finance Representative Job In Orlando, FL
The team is responsible for new business revenue generation monthly and works to achieve these on an individual and team level. Account Executives are equipped with extensive training in Salesforce, sales process management, business development and more.
Principal Duties and Responsibilities
The primary responsibility of an Account Executive is to build a book of business through:
Prospecting and establishing referral partner relationships with professionals from the real estate and mortgage industry.
Work with clients to understand their insurance needs, analyze options with a large carrier portfolio, and provide a custom solution to mitigate household risk.
Compensation Summary
The first year's earnings potential ranges from $53,000 - $90,000, varying based on performance. Our compensation package slightly varies by agency but offers uncapped new business commissions and renewal commissions year-over-year. Renewal commissions provide passive earnings and can exponentially increase your annualized income. Additionally, top performers can qualify for an annual President's Club trip.
Experience and Education
Passing the state licensing exam, once hired
Legally authorized to work in the United States
Required Skills and Abilities
Exceptional written and verbal communication
Experience in a fast-paced work environment
B2B or B2C sales experience or related college major
Competitive attitude
Networking abilities
Entrepreneurial spirit
Problem-solving mentality
Self-motivated, hands on, self-starter mindset that can do the work
Strong time management
Strong attention to detail and organization
Benefits Summary
High quality voluntary health, vision, dental insurance programs
Paid holidays, vacation, and sick leave
Benefit offerings vary per agency*
This job posting is for an opportunity at a Goosehead Insurance agency independently owned and operated by a local franchised Agency Owner. If you choose to apply for this position, you understand and acknowledge that your application and any information included with it will be submitted to the Agency Owner. If you are hired for this position, you also understand and acknowledge that the Agency Owner's franchised business will be your employer, not Goosehead Insurance Agency, LLC, and that the Agency Owner is solely responsible for all decisions related to your employment, including hiring, firing, discipline, compensation, scheduling, and supervision.
To learn more about our job opportunities, apply here. We look forward to speaking with you!
Entry Level Sales Representative
Finance Representative Job In Orlando, FL
Brooksource Associate Account Executive
Launched in 2000, Eight Eleven Group committed to 100% organic growth, exclusively promoting from within, while always keeping culture and growth opportunity at the forefront of the business model. What began as a two-person Indianapolis startup, Eight Eleven Group has rapidly expanded to become a market-leading organization within one of the fastest growing industries today:
Consulting and Professional Services.
As Eight Eleven Group's flagship brand, Brooksource was established to provide human capital solutions to the Information Technology industry. Our team takes a relationship-based, solution-driven approach with Fortune 500 clients to help them solve their technology challenges. We are not just in the business of consulting services - we are in the business of making a meaningful and authentic impact both internally with our employees and externally with our clients and consultants.
RESPONSIBILITIES
Associate Account Executives are enrolled in a comprehensive outside B2B Sales Training Program focused on learning how to take a relationship-driven, client-focused approach to selling consulting and professional services. Once you complete training, 80% of your time will be spent in front of customer decision makers to build partnerships, pipeline opportunities, and secure win-win engagements with our clients. We use a solution-based selling approach, which includes a Relationship Lifecycle methodology, a structured sales playbook and strategy, and quantitative activity-based goals. Here are the primary drivers for success:
Strategically identify opportunities and pursuits in 3-5 designated target accounts
Build and sustain long-lasting relationships with new and existing clients within your assigned accounts through onsite client meetings, presentations, and outings such as ball games, dinners, golf, etc.
Consult with clients to create solutions that help drive change and successful projects within their organization that deliver positive outcomes
Act as a client advocate with a focus on improving the experience of our targeted accounts
Present to C-suite executives and champion solutions for their project roadmaps
Continue to meet and exceed target sales goals
Set personal and team goals through frequent sprint sessions with your manager and sales support team
All other job duties and responsibilities as assigned by the Company and/or typical for the position.
TRAINING
Multi-stage sales training begins with organizational, IT industry and sales foundations
Sales Readiness program equips you with knowledge of our sales playbook, core competencies and key selling skills
Role playing situational selling exercises and ride-alongs with senior account executives
Establishing your client portfolio and fostering executive-level relationships
In-Person training at our Headquarters puts knowledge into practice
Continued education provided as you ramp up in your sales career
Led by Brooksource's President and top sales leaders
BENEFITS & PERKS
Base salary + uncapped commissions
Monthly smartphone stipend and car allowance
401k match program
Full health benefits (medical, dental, vision, and HSA)
All-expenses-paid Reward Trip each year for top producers and a guest
Expense budget for client entertainment
Green Team: Opportunity to earn additional compensation for hitting activity goals
Paid holidays
Paid vacation, sick, and personal days
Eight Eleven's BeGiving Program: 1 PTO day per quarter for service work/volunteering
Access to Eight Eleven University (internal personal & professional development program)
Top-notch training programs at every step in your career
Access to a personal financial concierge
Genuine, passionate, family-oriented culture
WHAT YOU WILL NEED TO SUCCEED
Competitive, motivated spirit and desire to succeed
Outstanding communication skills and innate ability to connect with people
Entrepreneurial spirit with desire to learn and grow
Results-driven and forward-thinking
Thrives in a fast-paced, collaborative, and positive work environment
Bachelor's Degree
EEO STATEMENT
Eight Eleven Group is an equal opportunity employer that does not discriminate on the basis of actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth, lactation and related medical conditions), gender identity or gender expression, sexual orientation, marital status, military service and veteran status, physical or mental disability, protected medical condition as defined by applicable state or local law, genetic information, or any other characteristics protected by applicable federal, state, or local laws and ordinances.
Sales Representative
Finance Representative Job In Orlando, FL
Are you looking to be a part of a team where your talents are celebrated, career growth is supported, and driving sales is essential? Joining Grimco means joining a fast paced, business-to-business sales team, where your role directly influences our clients' success. Here, you'll develop lasting relationships in an energized team-based atmosphere while driving growth for both our company and our customers.
KEY RESPONSIBILITIES & DUTIES:
Proactively call existing customers to research trends/needs, relationship management, follow up, etc. (Approximately 30 outbound calls per day).
Answer inquiries from customers concerning products, their uses, distribution, and provide solutions/recommendations. (Approximately 30 inbound calls per day).
Emphasize product features, based on analyses of customers' needs and on technical knowledge of product capabilities and limitations.
Enter orders, customer information, and purchasing trends into our various computer systems (Order Power, CRM database, Reporting Services, Website, etc.).
Achieve weekly, quarterly, monthly, and annual volume and margin sales and GP goals.
Collaborate with colleagues to exchange information, such as selling strategies or marketing information.
Select or assist customers in selecting products based on customer needs, product specifications, and applicable regulations.
Maintain a strong understanding of Grimco's selling strategies and continuous learning of our product lines (as well as common industry products and brands).
Drive personal vehicle (mileage reimbursement available) to outside sales appointments - must have current registration and valid license.
Travel for sales visits, special events, and training (local/regional travel 5-25% of time).
KNOWLEDGE SKILLS, ABILITIES & OTHER CHARACTERISTICS:
Knowledge of the Sales Cycle.
Knowledge of raw materials, production processes, quality control, costs, and other techniques for maximizing the effective manufacture and distribution of goods.
Ability to take direction and make independent decisions in a fast-paced environment.
Interpersonal skills, including the ability to quickly build rapport with both customers and suppliers.
Ability to listen to and understand information and ideas to respond to customers' needs, wants, and concerns.
Ability to demonstrate a strong sense of urgency and commitment to customers.
BENEFITS:
Base Salary & Commission
Full medical, dental, and vision benefits available. Premiums have remained unchanged for more than 16 years.
Short-Term/Long-Term Disability
Paid Maternity/Paternity Leave
Paid Holidays
Vacation Accrual (PTO Rollover)
Employee Referral Benefits
Volunteer Time Off
401K with Profit Sharing, up to 6% of the employee's total compensation earnings.
TRAINING & DEVELOPMENT SALES ORIENTATION -SAINT LOUIS, MO:
Opportunity to attend Grimco's Training & Development Sales Orientation in Saint Louis, Missouri.
Focused training time consisting of a mix of one-on-one training, virtual training, and shadowing.
Training focuses on Grimco's products, computer systems, phones/customers, sales/service, purchasing, logistics, web store, marketing, safety, accounting, human resources, and reports.
Split between break-out sessions and hands-on learning environment.
Rotation within departments for a diverse look at how employees approach tasks and achieve goals.
Full-time salary includes training period. Travel accommodations and expenses provided per Grimco National Travel Policy. Training location determined by corporate/regional training team schedule.
ABOUT GRIMCO:
Grimco is a national wholesale sign supply manufacturer and distributor with over 50 locations across North America. We focus on distributing quality products and providing excellent service to the sign industry. Our offering of sign supplies includes traffic signs, blanks, substrates, boards, digital print media, wrap films, sign vinyl, application tape, banner material and supplies, sign frames, banner stands, LEDs and electrical accessories, grand format solvent/UV/latex printers, inks, software and more.
WHY WORK WITH US IN Orlando?
Culture: team oriented, inviting, and everyone wants to help!
Stability- Grimco was Established over 150 years ago!
We promote from within - our strong performers become our strong leaders.
Our sales managers are extremely accessible and work on the front lines of our business!
Career advancement-Territory Manager, Sales Specialist, and moving to other departments!
Learn more about us at **********************************
By completing this online application for employment, you certify that the information on this application is true and complete to the best of your knowledge. You understand that any misrepresentation or omission of fact in response to any inquiry made in this application may result in rejection of application or, if hired, dismissal whenever it is discovered. You authorize and release all parties from any liability or damage that may result from seeking, furnishing, or using such information. You understand and agree that, if hired, your employment is for no definite period and may, regardless of the date of payment of compensation, be terminated by Grimco, Inc. at any time, for any or no reason, with or without notice. You understand that no representation to the contrary is valid unless in writing, set a definite term of employment, and signed by the company's CEO. You further understand and agree that any job offer is contingent upon your passing, to the company's satisfaction, a drug and/or alcohol test, criminal background check and other possible screenings. You understand that this application is active for 90 days only, and if you do not hear from the company but still wish to be considered for employment after 90 days, you will need to fill out a new application.
Sales Representative - Southern Florida
Finance Representative Job In Orlando, FL
Diesel Direct is hiring! Servicing customers ranging from small business to multi-national corporations, We operate a drip-free delivery operation and hold our people to a high standard of performance and professionalism. We are looking to grow our team with people who share our energy and enthusiasm for creating the best experience for our customers. In addition to exceptional customer service skills, you must have a "can do" attitude. Our Sales Team is the voice and initial point-of-contact for our industry leading company. We will rely on you to use your exceptional sales and consultative skills to understand the needs of interested prospects and turn them into loyal customers. You must be ambitious and outgoing, with a love for calling on customers, building relationships and selling our equipment, products, and services.
Responsibilities:
Job responsibilities are to oversee and develop fuel sales to drive company revenue
Prospect new business and reach established goals within allotted deadlines
Track results and trends regularly for business forecasting
Share best practices with sales team to overcome challenges
Develop and execute innovative sales strategies
Establish relationships with prospective customers using various prospecting techniques
Resolve customer concerns and complaints
Makes the personal time commitment to build the client relationship both during normal business hours and special events
Prepare and present sales proposals to current and prospective customers
Set appointments with new and existing customer to identify additional needs
Become an expert on products and solutions and is knowledgeable of industry changes
Prepare various internal reports (weekly prospective agenda, weekly follow-up, account status, etc.)
Qualifications:
Must have 2-3 years sales experience minimum.
Demonstrated history of obtaining new business and retaining current customer base
Excellent communication skills, written and spoken
Competitive drive, self motivation, and time management skills
Established experience in lubricant and/or fuel sales preferred
Strong negotiating and problem-solving skills
Valid Driver's License and ability to meet our MVR Requirements
Reliable transportation to visit customer locations and travel to office location
Benefits:
We offer a benefits package to our full-time employees. Employees will become eligible to enroll in benefits after a waiting period. These benefits include:
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Paid Time Off
Holiday Time Off
401K with Employer Contribution
Our company also offers supplemental insurance options that employees can enroll to which include short term disability, long term disability, AD&D, and more.
Compensation:
Our Total Compensation plan for this position includes a base salary + commission.
Equal Employment Opportunity Employer
Diesel Direct. does not discriminate against any person because of race, color, creed, religion, sex, gender identity and expression, sexual orientation, national origin, pregnancy, physical or mental disability, age, marital status, familial status, genetic information or any other characteristic protected by federal, state or local law (referred to as "protected status"). This nondiscrimination policy extends to all terms, conditions and privileges of employment as well as the use of all company facilities, participation in all company-sponsored activities, and all employment actions
Financial Representative
Finance Representative Job In Orlando, FL
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 a 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 invaluable 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 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. 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.
Private Client Banker - Daytona Beach Shores - Daytona Beach Shores, FL
Finance Representative Job In Daytona Beach Shores, FL
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
Private Banker
Finance Representative Job In Orlando, FL
Private Banker DEPARTMENT: Wealth Management CLASSIFICATION: Exempt REPORTING RELATIONSHIP Director of Wealth Management POSITIONS SUPERVISED: None Private Bankers are responsible for attracting wealthy, affluent and professional customers to Citizens Bank & Trust. They also work to bring in new customers who are considered "centers of influence" in the community. The bankers often meet their clients outside of the bank at a time and place convenient to the clients, and strive to give exemplary service in their market segment.
Private Bankers often coordinate guidance of their clients' financial affairs with other trusted advisors, such as attorneys, accountants and insurance agents. In addition, they are often the primary contact in the relationship that their clients have with other Citizens Bank & Trust team members (commercial lenders, trust advisors, etc.). Therefore, the private bankers are continually reaching out to centers of influence within the community and within our own company, so that the bankers will be well-known and highly regarded by other advising professionals.
Private Bankers have production goals for new business into the bank, including deposits, loans, and investment management services.
ESSENTIAL DUTIES & RESPONSIBILITIES
* Outside calling efforts on wealthy, affluent and professional customer prospects
* Coordinate the client's entire banking and investment relationship with other bank associates
* Gather all documentation needed to process loan applications, and open deposit and investment accounts
* Discuss and analyze various loan strategies, and take loan applications
* Recognize investment, financial planning and estate planning opportunities for referral to other bank associates
* Attend community events, sometimes after hours, to develop connectivity with key centers of influence and potential new clients
* Work with all other lines of business in the bank, to meet the needs of your customer
OTHER SKILLS/QUALIFICATIONS
* Knowledge of Microsoft Outlook, Word and Excel
* Be familiar with federal bank regulations, as well as compliance requirements as it pertains to investment management
* Thorough knowledge of lending and deposit policies and procedures, including strong lending knowledge
* Strong knowledge of personal finance management, especially as it pertains to wealthy individuals
* Excellent customer service skills
* Requires the ability to multi-task and make sound decisions quickly
* Good phone etiquette, as well as good overall business and social etiquette
EDUCATION &/OR EXPERIENCE
* High school diploma or GED (General Education Degree) required
* Bachelor's degree in Finance or Accounting preferred
* Extensive banking experience required
* Investment Advisory (Series 7 license) or Trust Department experience preferred
* General knowledge of the marketable securities industry
* Business development experience required
* Community involvement preferred
QUALIFICATIONS
* Excellent verbal and written communication skills
* Basic computer skills
* Must be well organized, accurate, and attentive to detail
* Demonstrates excellent customer service consistently
* Must be able to deal with stressful situation
* Must be able to multi-task
* Must have the ability to call upon wealthy and affluent customers and prospects, and discuss strategies involving investment management, loans and depository services
* Position may require the ability to work before or after normal business hours to attend various employee meetings, training sessions, and community events supported by the bank
PHYSICAL DEMANDS
While performing the duties of this job, the employee is regularly required to stand and walk, and their hands to type on a computer, carry documents, and have ability to talk clearly and hear conversations which may take place in noisy locations, such as restaurants or other social settings. The employee is frequently required to walk and reach with hands and arms. This employee is also required to sit at a personal computer for extended periods of time. He/she is occasionally required to climb or balance, stoop, kneel, crouch or crawl. The employee must also be able to lift and move up to 25 pounds. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
WORK ENVIRONMENT
40 hours per week; may need to work overtime when duties require doing so. Will be required to work in the Saturday schedule rotation; and may be required to attend business and social events after normal work hours. Must be accustomed to professional, business office environment in manner and dress. Must demonstrate excellent human relations skills with customers and bank associates.
COMPLIANCE WITH REGULATORY REQUIREMENTS
Each associate is responsible for compliance with all applicable regulatory requirements affecting the banking industry as well as applicable programs, policies and procedures. When an associate has supervisory responsibilities, he or she will make certain that their staff understands their responsibilities to comply with applicable regulatory issues and internal programs, policies and procedures. If employee holds professional certifications which are a requirement of their job, they will maintain all certifications and license, including continuing education, testing requirements, etc.
College Financial Representative, Internship Program
Finance Representative Job In Orlando, FL
College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off!
Responsibilities
Our internship program mimics our full-time Financial Representative career, allowing you to:
Learn how to prospect and network to build your business and client base
Develop and execute on a business strategy
Call on potential clients and set meetings to understand their financial goals
Prepare plans and offer useful recommendations
Gain exposure to proprietary planning software platforms
Engage in weekly coaching, training, and development meetings
Receive Risk Product State Licensing: Life, Accident, and Health
Build life skills that create future career opportunities
As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.
#LI-Onsite
Qualifications
Are you a fit for this internship?
Full-time student; juniors and seniors preferred
Entrepreneurial ambitions and curiosity for sales
Highly involved on campus (leader, athlete, campus orgs, student government, etc)
Excellent time-management skills
Interest in financial literacy and planning tools
Business savvy and desire to increase critical thinking abilities
Compensation & Benefits
Performance-based earnings and revenue
Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
Productivity Bonuses
Support for insurance licensing (life, health, DI, LTC)
Support for SIE, Series 6, Series 63 registrations (eligibility required)
About Us
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 personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored 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 Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors
1
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
Fortune 500 company (2023)
Top 100 Internship Programs, Yello x WayUp (2022)
5.0+ million clients and growing
2
$257 billion retail investment client assets held or managed by Northwestern Mutual
3
Forbes' Best Employers for Diversity (2018-2021)
Unsurpassed financial strength
4
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
1
Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College 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 to contract will be withdrawn.
2
As of June 30, 2023
3
Combined client assets of NMIS and NMWMC as of June 30, 2023
4
Among 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: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings)
Salary Range USD $500.00 - USD $1,000.00 /Yr.
Financial Representative
Finance Representative Job In Maitland, FL
Explore Your Future at Western & Southern Life
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
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 (a rare offering among
Fortune
500 companies). 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