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Finance Representative jobs at Allstate - 936 jobs

  • Personal Financial Representative-MD

    Allstate 4.6company rating

    Finance representative job at Allstate

    Would you like to own a meaningful financial services practice under the Allstate brand? Scale your existing practice with proven support, flexibility and access to new customers. We're looking for professionals with a growing practice who would like to use the Allstate brand and resources to expand, in your community. Your Practice. As an Allstate Financial Specialist, you'll build your own financial services practice with support from Allstate. Your partnership with Allstate Agency owners will drive new business in your community and support your access to new revenue streams Your Support Team. We support our Financial Specialists across the nation with a variety of product offerings and continued education that helps them succeed. Financial specialists can share space with an Allstate agency owner and obtain leads from them. Your Rewards. We believe hard work should be rewarded. At Allstate, we offer unlimited earning potential that's always connected to the growth of your business. Your Work. A typical agency office has one financial specialist who meets with customers face-to-face and a team of licensed professionals who enhances the team's ability to build deep relationships with customers and provide leads. Allstate provides support and expertise to help you build your business. Are You a Fit? We are looking for someone who possesses an unquenched entrepreneurial spirit and a strong track record of success. You'll also need to have: • At least 2 years of life insurance or financial services customer facing sales experience • State Life/Health Insurance Licenses • FINRA Series 6 or 7 and 63 (if applicable) licenses • Blended mix of protection and asset accumulation sales • Prior Experience as a Financial Advisor, Financial Planner, Registered Representative or Investment Representative preferred • Professional designations such as RICP, FSCP, CLU, ChFC, CFP and LUTCF preferred • Bachelor's degree (or higher) with emphasis on business preferred Subject to all terms and conditions outlined in the Allstate Personal Financial Representative (PFR) agreements. If selected to be an Allstate PFR, bring your financial experience and proven track record to Allstate. Allstate PFRs are not franchisees. Except in NY, they are independent contractors and are not employed by Allstate Insurance Company (“Allstate”) or its affiliates. In NY, they are Allstate employees. Securities offered through Allstate Financial Services, LLC (LSA Securities in LA and PA). Registered Broker-Dealer. Member FINRA, SIPC. Main Office: 2920 South 84th Street, Lincoln, NE 68506. **************. Allstate is an Equal Opportunity Company. Note: Life and Health, and FINRA Series 6 & 63 (if applicable) licenses are required. To sell investment advisory services, Series 65 or 7 & 66 licenses would also be required. ©2018 Allstate Insurance Company, Northbrook, IL. Skills At Allstate, we work hard to help people live a good life every day. Allstaters are dedicated to serving clients, customers, and communities, which allows employees to find meaning and value in their work. Allstate offers an environment that fosters innovative thinking where you'll be able to explore your ideas and feel proud of the work you do. Allstate helps protect nearly 16 million households with auto, home, life, and retirement products. We want every professional connected to Allstate to be committed to giving our customers the best and that means finding the best talent. We want you to be our next great addition. It's easy to search and apply for a new opportunity with Allstate. Simply use the links below to identify the openings that interest you. Allstate Careers Learn more about Allstate United States. Learn more about Allstate Northern Ireland. Learn more about Allstate India Private Limited. For more information about Allstate's Website Accessibility Statement, please click here: Allstate Website Accessibility Statement Allstate Personal Financial Representatives are independent contractors and are not employed by Allstate Insurance Company (“Allstate”) or its affiliates. In NY, they are Allstate employees. Allstate is an Equal Opportunity Company. © 2019 Allstate Insurance Co.
    $37k-46k yearly est. Auto-Apply 60d+ ago
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  • Licensed Insurance Account Representative

    Allstate Insurance Agency-John Nicolucci 4.6company rating

    Finance representative job at Allstate

    Job DescriptionBenefits: Remote Work Work Life Balance 401(k) Bonus based on performance Competitive salary Health insurance Opportunity for advancement Paid time off Training & development Licensed Insurance Account Representative Fully Remote The John Nicolucci Agency Allstate Insurance Sell. Succeed. Grow. Join a Winning Remote Sales Team. The John Nicolucci Agency is expanding and seeking a high-performing Licensed Insurance Account Representative who knows how to sell, close, and exceed goals. Were looking for competitive, results-driven professionals who love to win and want to take their career and income to the next level. This is a fully remote opportunity with a base salary plus uncapped commissions and performance bonuses. We provide warm leads, strong leadership, and the systems you need to thrive in a fast-paced sales environment. What Youll Do Drive new business through outbound calls, referrals, and inbound inquiries. Confidently present and recommend personalized insurance solutions. Convert warm leads into loyal clients while managing a robust sales pipeline. Overcome objections, negotiate effectively, and close with consistency. Build long-term relationships through follow-up and outstanding service. What Youll Bring Active Property & Casualty license and proven insurance sales experience (required). A sales-first mindset competitive, energetic, and driven by performance. Strong communication and negotiation skills. Self-motivated, organized, and able to manage remote productivity. Passion for helping customers protect what matters most while achieving financial success. Why Join The John Nicolucci Agency 100% remote position with flexibility and autonomy. Competitive base pay plus uncapped commissions and bonuses. Direct mentorship from a hands-on agency leader invested in your success. A connected, goal-oriented team culture with daily wrap-ups and weekly coaching sessions. If youre a licensed, results-driven insurance professional ready to sell, grow, and be rewarded for your performance apply today to join The John Nicolucci Agency. This is a remote position.
    $27k-31k yearly est. 20d ago
  • Financial Services Professional

    Bankers Life 4.5company rating

    Orange City, FL jobs

    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 structure designed to grow with you Passive income opportunities and bonus programs Fully paid study programs for insurance licensing SIE, Series 6, Series 63, CFP Award-wining 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: ********************************
    $41k-71k yearly est. 3d ago
  • Financial Services Professional

    Bankers Life 4.5company rating

    Los Angeles, CA jobs

    Build Your Own Client Base with the Support of a Fortune 500 Company 🚀 Ready to build your career with purpose? Bankers Life is seeking the next generation of Financial Services Professionals to guide clients through important financial decisions. What We Offer: Paid Licensing: We cover your Insurance, SIE, Series 6, Series 63, and CFP . Growth: Progressive advancement into leadership and wealth management. Rewards: Competitive commissions, bonuses, and retirement savings programs. If you have honesty, integrity, and the ability to present complex concepts effectively, let's talk. Let's connect: 👉 Schedule a call here: ***************************************** 📞 Or call/text: **************
    $55k-91k yearly est. 3d ago
  • Recent Graduate - Financial Services

    Farmers Insurance 4.4company rating

    Washington, DC jobs

    Recent Graduate - Financial Services Location: Litchfield, IL, 62015 Salary: $24000.0 - $100000.0/year Experience: 2 Year(s) We are seeking a passionate, self-driven, natural-born salesperson with a desire to make a difference in people's lives. You will be part of a team helping to grow the office's revenue by offering products that people need for their security and peace of mind. Our newest Insurance Sales Representative will pursue and respond to the requests and needs of prospects and clients who need insurance. You will be trained to act as a consultant for businesses and families, evaluating needs and recommending the most appropriate means of meeting those needs. Responsibilities: Meet new business production goals and objectives as established. Treat each customer contact as a cross and up-sell opportunity, including financial products. Maintain knowledge of new products. Prospecting and generating new business through leads & referral sources. Maintain client relationships through follow-up phone calls. Requirements: Possess a genuine willingness to learn, be intuitive and resourceful and be coachable. Proficiency to multi-task, follow-thru and follow-up. Problem-Solving Capabilities. Successful sales background. Driven and goal-oriented individual. Property and Casualty insurance license (must be willing to obtain) Benefits: Base with Commissions Bonus Opportunities Hands-On Training Performance Bonuses Professional Work Environment PIcbd134***********2-39196359
    $24k-100k yearly 13d ago
  • Sales Representative

    Allied USA 3.9company rating

    Pleasant Grove, UT jobs

    Job Description - WE ARE HIRING SALES REPS! Allied is seeking highly competitive Sales Professionals to be full-cycle reps in our Medical Waste Division. We are specifically looking for hungry individuals who want uncapped earning potential and to be part of a exciting growth company! Responsibilities: Include prospecting, cold calling, setting appointments with prospects, presenting solutions and meeting a sales quota. Allied provides a thorough sales training, sales process and business development strategies. Earning Potential: Uncapped Commission Structure Top Earning Sales Job in Utah Performance Bonuses President's Club Trip Preferred: New business-to-business (B2B) sales experience Hunter sales mentality - goal driven and self-motivated Proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook), Intranet/Internet and Contact Management System
    $61k-69k yearly est. 4d ago
  • Eastern Rail Trader

    Louis Dreyfus Company 4.9company rating

    Kansas City, MO jobs

    Louis Dreyfus Company is a leading merchant and processor of agricultural goods. Our activities span the entire value chain from farm to fork, across a broad range of business lines, we leverage our global reach and extensive asset network to serve our customers and consumers around the world. Structured as a matrix organization of six geographical regions and ten platforms, Louis Dreyfus Company is active in over 100 countries and employs approximately 18,000 people globally. Job Description This position is responsible for the origination of and logistics coordination of rail grains and oilseeds into LDC's export terminals, river terminals and processing assets. Primary Responsibilities/Essential Functions Gather news, statistics and information related to individual commodity supply and demand from customers and trade sources, and distribute that information to the remainder of the group to support overall strategic trading/positioning (i.e., contributes to research function). Proposes and take new SE rail trade opportunities based on collected information. Stay abreast of market developments, ensuring timely group updates & interpretation of market data Use historical information to analyze pricing trends and project forward market pricing outlook Engages in trade and balance sheet discussions around premium and flat price positions Ensure positions are accurately reported and daily P&L's tie out Works closely with Burns Harbor, Export Group, and ethanol group to define origination strategy & ensure regional alignment Active participant in discussion around US corn premium positioning. Manage the implementation & execution of the US corn premium/basis strategy with a focus on Southeast flows. Receives rail applications from third parties and manages the trains timely billing to destinations. Responsible for billing of all trains, internal or third party, or determining designated billing party if LDC does not bill the train. Communicate with country rail terminals daily with goal of buying and increasing grain purchases. Devise and execute origination strategies for commodities. Works to achieve “last right of refusal” relationships with various Co-ops and commercials elevators Compose regular market wires, position updates and strategy plans. Build and strengthen long term relationships with customer base, attending industry sponsored events and customer visits. Additional Responsibilities Ensure contracts are entered and fills/ settlements are completed timely. Works with execution, and A/P group to ensure prompt payment of invoices. Assists in the resolution of execution questions. Qualifications Education: Basic qualifications: Bachelor's Degree Preferred qualifications: Degree in Agricultural Economics, Agriculture Business or related degree Experience The following are required: 5+ years of experience in an agribusiness firm in a merchandising or trading capacity Thorough understanding of grain markets, basis trading and rail logistics Three or more years of direct position ownership & experience with logistics management Knowledge/Skills/Abilities (including any physical demands) Basic qualifications: Demonstrated strong negotiating skills and commercial understanding combined with the right commercial attitude and results orientation Capability to consolidate global and domestic market drivers into a point of view and executable trading strategy Strong analytical skills and the ability to select relevant information from a flow of information (distinction between main and side issues) Demonstrated ability to manage trading risks Knowledge of demurrage/despatch concepts Familiarity with current commodity transportation issues Proficiency with MS Excel, database administration and online systems/websites Knowledge of fundamentals of grain accounting, basis/flat price trading and futures markets Knowledge/Ability to set up accruals for freight, costs, demurrage, etc. Strong organization skills & the ability to prioritize multiple tasks, prioritize workload and meet tight deadlines Thorough knowledge of futures markets, hedging and arbitrage Strong written and verbal communication skills Must be a motivated self-starter Preferred qualifications: Strong organizational skills, and the ability to prioritize multiple tasks, prioritize workload and meet tight deadlines. Experience utilizing and reviewing reports within Power BI. Additional Information Equipment Used Typical office equipment: PC, workstations, telephone, and fax machine. Working Conditions Typical climate-controlled office environment. Extensions of regular working hour are occasionally necessary to complete time-sensitive projects, attend training or to respond to emergencies which may include weekends. Employee Supervision May lead or supervise a few junior merchandising staff members. Decision Making/Accountability Prioritizes work schedule to meet deadlines and continuously adjusts priorities to resolve unexpected issues; processes a variety of information and data to devise and execute trading strategies; negotiates with trade counterparts to maximize corporate returns; advises and recommends trading strategies, assesses risk pertaining to buying and selling and negotiates contract terms with clients; consults with supervisor regarding unusual problems or occurrences. What We Offer We provide a dynamic and stimulating international environment, which will stretch and develop your abilities and channel your skills and expertise with outstanding career development opportunities in one of the largest and most solid private companies in the world. - Comprehensive benefits program including medical, dental and vision care coverage, flexible spending account plans, employee assistance program, life insurance and disability coverage - 401k with Company Match - Family Friendly Benefits including childbirth and parental leave, fertility and family building benefits - Paid Time Off (PTO) and Paid Holidays - Flexible work available (not applicable to all roles) Diversity & Inclusion LDC is driven by a set of shared values and high ethical standards, with diversity and inclusion being part of our DNA. LDC is an equal opportunity employer committed to providing a working environment that embraces and values diversity, equity and inclusion. LDC encourages diversity, supports local communities and environmental initiatives. We encourage people of all backgrounds to apply. Equal employment opportunity (EEO) Louis Dreyfus Company provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Sustainability Sustainable value is at the heart of our purpose as a company. We are passionate about creating fair and sustainable value, both for our business and for other value chain stakeholders: our people, our business partners, the communities we touch and the environment around us
    $67k-118k yearly est. 18h ago
  • Equities Quant Trader

    Man Group 4.6company rating

    Boston, MA jobs

    Man Group is a global alternative investment management firm focused on pursuing outperformance for sophisticated clients via our Systematic, Discretionary and Solutions offerings. Powered by talent and advanced technology, our single and multi-manager investment strategies are underpinned by deep research and span public and private markets, across all major asset classes, with a significant focus on alternatives. Man Group takes a partnership approach to working with clients, establishing deep connections and creating tailored solutions to meet their investment goals and those of the millions of retirees and savers they represent. Headquartered in London, we manage $213.9 billion* and operate across multiple offices globally. Man Group plc is listed on the London Stock Exchange under the ticker EMG.LN and is a constituent of the FTSE 250 Index. Further information can be found at *********** * As at 30 September 2025 Purpose of the role As Quantitative Trader, you will help manage our systematic quantitative strategies and develop a best-in-class trading platform for the firm. You will be part of a multi asset systematic trading team with a focus on trading Equities. Responsibility will be primarily on that of the US, Canada and Latin America markets. Specific responsibilities Trading of US / Canadian / Latam (cash equities, futures, FX, options) Member of Boston based Electronic Markets Trading Team responsible for systematic trading strategies for all US / Canada / Latam markets Contribute to improvements across signal development, portfolio construction, risk management and trading Drive development of our trading platform, infrastructure and technology Use qualitative and quantitative analysis to improve performance of our systematic strategies Monitor live trading and respond to changing market conditions when necessary Develop and maintain relationships with our counterparties Determine appropriateness of execution venues for various trades Assist in various proprietary algorithm enhancements and algo experimentations Key competencies 3-5 years of equity quant trading experience Systematic trading of FX, Futures, Options experience also considered Detailed understanding of Americas market microstructure (Developed & EM) Expertise in a high-level programming language such as Python or R Technical skills related to trading / order routing / transaction cost analysis Ability to multitask in sometimes stressful environment Excellent written and verbal communication skills Analytical mindset Bachelor's degree required in Computer Science, Statistics, Engineering, or related quantitative field The anticipated based salary range for this position is listed below. Compensation packages would also include benefits and a discretionary bonus. This is the base salary range that the Company believes it will pay for this position at the time of this posting based on the location and requirements of the position as well as the skills, qualifications, and experience of the applicant. The Firm reserves the right to modify this pay range at any time. US Pay Range$150,000-$180,000 USD Inclusion, Work-Life Balance and Benefits at Man Group You'll thrive in our working environment that champions equality of opportunity. Your unique perspective will contribute to our success, joining a workplace where inclusion is fundamental and deeply embedded in our culture and values. Through our external and internal initiatives, partnerships and programmes, you'll find opportunities to grow, develop your talents, and help foster an inclusive environment for all across our firm and industry. Learn more at ***********/diversity. You'll have opportunities to make a difference through our charitable and global initiatives, while advancing your career through professional development, and with flexible working arrangements available too. Like all our people, you'll receive two annual 'Mankind' days of paid leave for community volunteering. Our comprehensive benefits package includes competitive holiday entitlements, pension/401k, life and long-term disability coverage, group sick pay, enhanced parental leave and long-service leave. Depending on your location, you may also enjoy additional benefits such as private medical coverage, discounted gym membership options and pet insurance. Equal Employment Opportunity Policy Man Group provides equal employment opportunities to all applicants and all employees without regard to race, color, creed, national origin, ancestry, religion, disability, sex, gender identity and expression, marital status, sexual orientation, military or veteran status, age or any other legally protected category or status in accordance with applicable federal, state and local laws. Man Group is a Disability Confident Committed employer; if you require help or information on reasonable adjustments as you apply for roles with us, please contact *************************.
    $150k-180k yearly Auto-Apply 60d+ ago
  • Cramer Future Opportunities

    Cramer 4.4company rating

    Norwood, MA jobs

    Are you interested in joining the team at Cramer? While we may not have any open positions, we are always looking to connect and establish relationships with local candidates who are interested in joining our Cramer community. If you are interested in a career at Cramer, please upload your resume. If we have a job opening that we feel aligns to your skillset, we will reach out. What types of opportunities can we offer? Account Services Business Development Marketing Event Production Creative Direction Brand Strategy Content Writing/Copywriting Project Management Operations Video Production Technical Direction Warehouse Assistant/Broadcast Technician In the meantime, keep up with us on LinkedIn and Instagram Benefits Cramer's Hiring Philosophy We believe that different perspectives and backgrounds make us better as a company and as people. Our goal is to create a diverse, collaborative, growth focused culture. That means seeking out, hiring, and developing talented people who bring their authentic selves to work every day. As an equal opportunity employer, we prohibit discrimination and harassment of any kind based on race, color, gender identity, sex, religion, sexual orientation, national origin, disability, pregnancy, age or any other status. We encourage you to apply and show us who you are and what you can do!
    $74k-122k yearly est. Auto-Apply 60d+ ago
  • Cramer Future Opportunities

    Cramer 4.4company rating

    Norwood, MA jobs

    Job Description Are you interested in joining the team at Cramer? While we may not have any open positions, we are always looking to connect and establish relationships with local candidates who are interested in joining our Cramer community. If you are interested in a career at Cramer, please upload your resume. If we have a job opening that we feel aligns to your skillset, we will reach out. What types of opportunities can we offer? Account Services Business Development Marketing Event Production Creative Direction Brand Strategy Content Writing/Copywriting Project Management Operations Video Production Technical Direction Warehouse Assistant/Broadcast Technician In the meantime, keep up with us on LinkedIn and Instagram Benefits Cramer's Hiring Philosophy We believe that different perspectives and backgrounds make us better as a company and as people. Our goal is to create a diverse, collaborative, growth focused culture. That means seeking out, hiring, and developing talented people who bring their authentic selves to work every day. As an equal opportunity employer, we prohibit discrimination and harassment of any kind based on race, color, gender identity, sex, religion, sexual orientation, national origin, disability, pregnancy, age or any other status. We encourage you to apply and show us who you are and what you can do!
    $74k-122k yearly est. 5d ago
  • Investment Grade Credit Trader

    Pacific Life 4.5company rating

    Newport Beach, CA jobs

    Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead - our policyholders count on us to be there when it matters most. It's a big ask, but it's one that we have the power to deliver when we work together. We collaborate and innovate - pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it's the right thing to do. Pacific Life is more than a job, it's a career with purpose. It's a career where you have the support, balance, and resources to make a positive impact on the future - including your own. We're actively seeking an experienced Investment Grade Credit Trader to join our growing Pacific Life Investments (PLI) team with a strong preference for candidates who have traded or managed assets on behalf of insurance companies. In this high-impact role, you'll execute trades directed by Portfolio Management in investment grade corporate bonds, with a focus on aligning with insurance General Account mandates and portfolio objectives. The ideal candidate will bring over 8 years of experience in investment grade credit markets and have a deep understanding of the unique regulatory, capital, and risk considerations involved in managing insurance portfolios. This position will be located in our Newport Beach office. How you'll help move us forward: Collaborate with portfolio managers, credit analysts, and portfolio strategy to support liability-driven investment strategies. Monitor market conditions, credit spreads, and liquidity to help Portfolio Managers identify relative value opportunities and price anomalies. Maintain strong relationships with broker-dealers and internal stakeholders to ensure best execution and market insight. Contribute to the development of trading strategies, tools, and processes tailored to insurance asset management. Ensure compliance with NAIC guidelines, internal risk limits, and regulatory requirements. The experience you bring: 8+ years of sell-side or buy-side experience trading investment grade credit, preferably with direct exposure to insurance asset management or trading on behalf of insurance clients. Strong understanding of insurance General Account portfolio objectives, regulatory capital considerations, and asset-liability management (ALM). Demonstrated expertise in executing trades across U.S. and global investment grade corporate bonds, including primary and secondary markets. Proficiency in Bloomberg, Excel, and fixed income analytics platforms. Experience with electronic trading platforms (e.g., MarketAxess, Tradeweb) is a plus. Excellent communication, collaboration, and decision-making skills. Upholds the highest standards of ethics and integrity. Bachelor's degree in Finance, Economics, Mathematics, Statistics, or a related field; CFA designation or advanced degree preferred. You can be who you are. People come first here. We're committed to an inclusive workforce. Learn more about how we create a welcoming work environment at ******************** What's life like at Pacific Life? Visit Instagram.com/lifeatpacificlife. #LI-AJ1 Base Pay Range: The base pay range noted represents the company's good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay. $180,180.00 - $220,220.00 Your Benefits Start Day 1 Your wellbeing is important to Pacific Life, and we're committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we've got you covered. Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off Paid Parental Leave as well as an Adoption Assistance Program Competitive 401k savings plan with company match and an additional contribution regardless of participation EEO Statement: Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.
    $61k-105k yearly est. Auto-Apply 60d+ ago
  • Financial Representative

    Country Financial 4.4company rating

    Atlanta, GA jobs

    COUNTRY Financial offers a terrific career opportunity in sales with a dynamic and growing company. We understand the importance of a job that fits you. Take a moment to consider these questions: Do you enjoy helping people? Want to help protect others from life's risks? Take pride in building lasting relationships? Want to work hard to build a successful business? Want to be in control of your own income?
    $34k-45k yearly est. 60d+ ago
  • Investment Trader

    Integrity Marketing Group 3.7company rating

    Urbandale, IA jobs

    The Role This position will play a crucial role in executing trades, managing Integrity Wealth's proprietary investment lineup and optimizing the investment with various securities. The Advisory Trader requires strong analytical skills and market knowledge, with a solid foundation in financial concepts, risk management and financial software. Executing transactions for Integrity's Wealth Solutions lineup and strategies across a broad spectrum of strategies including, Fixed Income, Equities, ETFs, Mutual Funds, and Options through electronic trading networks and various platforms. The role entails a high level of decision-making authority in overall trading, strategy development and portfolio structuring. Essential Job Functions Collaborate with the portfolio management team to assist in model changes and implementation. Research market trends, current investment conditions and governing regulations. Maintain daily oversight of the Integrity Wealth internal and sub-advised investment portfolio offerings. Duties include reviewing all newly opened and funded accounts through Schwab, Fidelity, and Pershing. Process all daily account rebalances and portfolio rebalances as needed utilizing firm trading software. Overseeing and executing buy and sell orders for various securities, including stocks, bonds and derivatives. Process post-execution recon and handle the operation/administrative duties associated with trades needing attention. Responsibility to facilitate any trade error corrections and identify the proper teams of any follow up items. Communicate with various team members and stakeholders regarding investment strategies and portfolio performance. Work with the Compliance Department as needed to address regulatory concerns or improper sales practices. Other duties as assigned. Travel up to 10% Knowledge, Skills, and Abilities Must display Core Values Advanced technical knowledge and advanced understanding of broker-dealer and RIA business processes Strong attention to detail Product knowledge in managed accounts, securities, and trading systems Strong conceptual skills with an ability to deliver big ideas that drive results Exceptional written and verbal communication skills Experience and Education 2-3 years of financial services experience in a trading, operations, or client support role. 1 year experience with trading equities, fixed income and bonds, structured products and various other electronically traded securities. Four-year college or university degree in Finance, Economics or related field; or equivalent combination of education and experience. Licensing: FINRA Series 7. Series 65/66 required within 6 months. About Integrity Integrity is one of the nation's leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead. Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you'll love, and we'll love you back. We're proud of the work we do and the culture we've built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind. Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are - in person, over the phone or online. Integrity's employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com. Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.
    $64k-107k yearly est. Auto-Apply 60d+ ago
  • Financial Services Representative State Farm Agent Team Member

    John Patterson-State Farm Agent 3.3company rating

    Bon Air, VA jobs

    Job DescriptionBenefits: Simple IRA Hiring bonus Bonus based on performance Competitive salary Flexible schedule Health insurance Opportunity for advancement Paid time off Training & development ABOUT OUR AGENCY: Were a locally rooted, fast-moving insurance agency that believes in doing business the right waywith energy, integrity, and a genuine connection to our community. From helping our neighbors find the right coverage to sponsoring local events, we take pride in showing up and making a difference where it matters most. At our agency, we reward hard work and create an environment where people genuinely love coming to work. Team members enjoy top-tier benefits, including Gold Plan health insurance, retirement matching, and paid time off to recharge. We celebrate success with bonuses, swag giveaways, and exciting trips that you can earn based on performance. We're a top 5% State Farm agency, so youll be part of a winning culture that values teamwork, recognition, and growth. We believe in celebrating achievements together, whether its through our annual holiday party or daily encouragement and support. If youre someone who thrives on connection, loves a challenge, and wants to be part of something bigger than yourself, this could be the place where you build a lasting and rewarding career. ROLE DESCRIPTION: As a Financial Services Representative State Farm Agent Team Member with John Patterson - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Use a customer-focused, needs-based review process to educate customers about insurance options. Work with the agent to establish and meet marketing goals Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. QUALIFICATIONS: Must be able to obtain relevant financial service licenses (Series 6/63/65), current licensees preferred. Proven experience working as a financial services representative preferred. Strong mathematical skills. Excellent analytical, organizational, and problem-solving skills. Effective communication skills. Exceptional customer service skills. Successful track record of meeting sales goals/quotas preferred
    $28k-33k yearly est. 25d ago
  • Financial Representative - State Farm Agent Team Member

    State Farm Agent 4.4company rating

    Bartlett, IL jobs

    Benefits: 401(k) Paid time off State Farm Insurance Agent located in Bartlett, IL is seeking an outgoing, career-oriented professional to join their team. As a State Farm team member for Michelle Twitchell - State Farm Agent, you will build and develop customer relationships within the community to promote State Farm products including auto, home and life insurance. Responsibilities Use a customer-focused, needs-based review process to educate customers about insurance options. Work with the agent to establish and meet marketing goals. Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. As an Agent Team Member, you will receive... Salary plus commission/bonus Profit sharing Paid time off (vacation and personal/sick days) Valuable experience Growth potential/Opportunity for advancement within my agency Requirements Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams Self-motivated Detail oriented Ability to make presentations to potential customers Must be available to work the following schedule: Weekdays 9:00AM - 5:00PM If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Compensation: $45,000.00 - $80,000.00 per year Do you want a career and not just a job? We are an established, growth-oriented agency with a team of highly motivated individuals. We attribute our success to having a fun, energetic environment that is an enjoyable place to work. If you're willing to work hard and you expect to get results from yourself and those around you, we want to meet you and talk about the opportunity we have for you. About Our Agency Our office is located in Bartlett, Illinois. I have been a State Farm agent since 1984. I am a proud graduate of Millikin. We currently have 8 team members at our agency. We have 91 years of combined insurance experience in our office. Our agency has received awards including: President's Club, Chairman's Circle, Ambassador Travel, Legion of Honor, Senior Vice President's Club, Crystal Excellence Award, National Quality Award, Silver Scroll, Golden Triangle, and Bronze Tablet Additional languages spoken: Spanish If you want a career, not a job, then we encourage you to apply. State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.
    $45k-80k yearly Auto-Apply 60d+ ago
  • Finance Intern - Commercial Mortgage

    Ameritas 4.7company rating

    Lincoln, NE jobs

    Ameritas Investment Partners (AIP) is hiring a Finance Intern - Commercial Mortgage to drive the business by working with the Commercial Mortgage Loan team. AIP is a registered investment advisor managing more than $23 billion in assets under management for insurance companies, public and private pension funds, endowments, foundations, mutual funds, and high net worth individuals. At Ameritas, fulfilling life is what we do daily. We continuously strive to help our customers and employees enjoy life at its very best by reducing uncertainty, helping grow assets and protecting what is most cherished. We're here to help people put worry behind and the future ahead and help enable a life that's rich in family, happiness, health and financial security. When lives are fulfilled, our mission is fulfilled. This internship will begin May 2026. This position is a hybrid role in Cincinnati, OH working partially in-office and partially from home. What you do Assist with the annual operating statement and inspection review process for commercial mortgage loans by performing analysis of operating statements, rent rolls, and inspection reports. Add appropriate data to the portfolio management system. Follow up with management regarding issues documented by inspections or operating statements. As needed, provide written rationale and recommendations for loans to be added to or removed from portfolio monitoring reports. What you bring Must be enrolled in a college level degree program -- associate or bachelor level Finance, Accounting, Economics, Real Estate or Business Administration majors preferred Able to commit to a full-time, 3-month summer internship working 30-40 hours per week. Excellent verbal and written communication skills Skilled in Microsoft Word and Excel Strong analytical and problem-solving skills Highly organized and detail-oriented Ability to work well in a team environment Self-motivated What we offer Our company motto is “Fulfilling Life” and we take that job seriously, with a heavy commitment to volunteering and community support, employee well-being, and providing quality products and services that help our customers create a brighter future. Being a mutual-based organization, the return on our investment goes back into the company, to benefit our members/customers. We're committed to professional development, opportunity, inclusion, and diversity. Team building and collaboration are also priorities. This internship is benefits ineligible. An Equal Opportunity Employer: Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, we're committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude, and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law.
    $35k-40k yearly est. 7h ago
  • Legal Intern - Financial Planning

    Ameritas 4.7company rating

    Lincoln, NE jobs

    Ameritas Agency and Advisor Distribution is seeking a Legal Intern - Financial Planning with the aptitude and desire to apply legal, accounting, and marketing skills to help position Ameritas as a premier wealth management company. In this role, the intern will gain experience developing educational materials designed to help financial advisors better inform their clients. The ideal candidate is a highly motivated and energetic individual eager to apply their intellectual strengths in a non-traditional setting. Position Location: This is a hybrid role (Lincoln, NE) working partially in-office and partially from home. Position Start Date: This internship would start as soon as possible. What you do: Assist in the preparation of high-level case designs for business, estate, and retirement planning cases Support the creation financial planning solutions using advanced strategies, including trusts and charitable strategies Create marketing copy for concepts based upon new tax and legal developments Submit and monitor content through Ad Review Create quarterly production reports Update existing plans and cases Provide general support to the Advanced Planning team. What you bring: Must be a second or third-year law student. Candidates must be enrolled in a law program, at least half-time as defined by their institution for the entire duration of the internship. Ability to commit to a 12-month internship working full-time in the summer and part-time during the school year. Full-time hours: 30-40 hours per week Part-time hours: 15-20 hours per week Strong written and verbal communication skills An interest in tax, trusts, estate planning and/or financial planning Possess the ability to work autonomously and, when presented with an unknown, motivated to do one's own research to find the answer or solution Inquisitive in nature, eager to learn and willing to take initiative Capable of writing accurately about the business Possess strong relationship building skills What we offer: Our company motto is “Fulfilling Life” and we take that job seriously, with a heavy commitment to volunteering and community support, employee well-being, and providing quality products and services that help our customers create a brighter future. Being a mutual-based organization, the return on our investment goes back into the company, to benefit our members/customers. We're committed to professional development, opportunity, inclusion, and diversity. Team building and collaboration are also priorities. An Equal Opportunity Employer Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, we're committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude, and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law.
    $35k-40k yearly est. 7h ago
  • Financial Service Representative

    The Mitchell Agency 3.7company rating

    Alabama jobs

    Are you looking to start a career? Do you want a six-figure income with unlimited growth potential? At The Mitchell Agency, we believe only you should have control of how much you earn and how far you take your career. The Financial Service Representative is responsible for direct management and oversite of individual's field performance, including new business acquisition & existing portfolio management. The financial services representative's responsibilities include responding to clients' inquiries in a professional manner, providing sound financial advice to clients to protect their assets. You should also be able to follow up with clients to ensure that they are satisfied with the products or services purchased. To be successful as a financial services representative, you should be able to build rapport with clients and continually meet or exceed sales goals. Ultimately, a top-performing financial services representative should be knowledgeable of financial regulations as well as demonstrate exceptional communication, analytical, and customer service skills. What We Offer $50k- $150k+ 1st year potential $70k Plus 1st year potential (with management experience) WEEKLY BONUSES WEEKLY PAY Competitive sales and management bonuses Industry leading incentives, up to 4 company sponsored vacation trips per year Hands on training in classroom and out in the field with an experienced top manager Accelerated growth potential: sales rep to team leader within 30 days Lifetime vesting in renewals where you are paid for past performance
    $21k-27k yearly est. Auto-Apply 60d+ ago
  • Finance Intern - Commercial Mortgage

    Ameritas 4.7company rating

    Cincinnati, OH jobs

    Ameritas Investment Partners (AIP) is hiring a Finance Intern - Commercial Mortgage to drive the business by working with the Commercial Mortgage Loan team. AIP is a registered investment advisor managing more than $23 billion in assets under management for insurance companies, public and private pension funds, endowments, foundations, mutual funds, and high net worth individuals. At Ameritas, fulfilling life is what we do daily. We continuously strive to help our customers and employees enjoy life at its very best by reducing uncertainty, helping grow assets and protecting what is most cherished. We're here to help people put worry behind and the future ahead and help enable a life that's rich in family, happiness, health and financial security. When lives are fulfilled, our mission is fulfilled. This internship will begin May 2026. This position is a hybrid role in Cincinnati, OH working partially in-office and partially from home. What you do * Assist with the annual operating statement and inspection review process for commercial mortgage loans by performing analysis of operating statements, rent rolls, and inspection reports. * Add appropriate data to the portfolio management system. * Follow up with management regarding issues documented by inspections or operating statements. * As needed, provide written rationale and recommendations for loans to be added to or removed from portfolio monitoring reports. What you bring * Must be enrolled in a college level degree program -- associate or bachelor level * Finance, Accounting, Economics, Real Estate or Business Administration majors preferred * Able to commit to a full-time, 3-month summer internship working 30-40 hours per week. * Excellent verbal and written communication skills * Skilled in Microsoft Word and Excel * Strong analytical and problem-solving skills * Highly organized and detail-oriented * Ability to work well in a team environment * Self-motivated What we offer * Our company motto is "Fulfilling Life" and we take that job seriously, with a heavy commitment to volunteering and community support, employee well-being, and providing quality products and services that help our customers create a brighter future. * Being a mutual-based organization, the return on our investment goes back into the company, to benefit our members/customers. * We're committed to professional development, opportunity, inclusion, and diversity. Team building and collaboration are also priorities. This internship is benefits ineligible. An Equal Opportunity Employer: Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, we're committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude, and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law.
    $33k-38k yearly est. 42d ago
  • Financial Services Representative - State Farm Agent Team Member

    Tom Conklin-State Farm Agent 3.3company rating

    Farmington, IL jobs

    Job DescriptionBenefits: 401(k) Bonus based on performance Competitive salary Flexible schedule Health insurance Opportunity for advancement Paid time off Training & development ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Tom Conklin - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Consult customers with financial planning and investment options. Assist customers with portfolio management and asset allocation. Conduct financial reviews and recommend appropriate products. Maintain compliance with financial regulations. QUALIFICATIONS: 3+ years of experience in financial services preferred. Analytical and communication skills. FINRA Series 7 and 63 licenses preferred. Life & health insurance license (must be able to obtain).
    $27k-38k yearly est. 25d ago

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