Financial Representative | Admitting ED | Part Time | Day Shift
Finance representative job in Gainesville, FL
AAs a Level 1 Trauma Center, this position is responsible for performing all patient registration functions, including creating or confirming medical records and account numbers. The role ensures timely and accurate healthcare access by gathering demographic, sponsorship, guardian, insurance, financial, and statistical information from patients, families, physicians, physician office staff, and government agencies.
Responsibilities
Key Responsibilities
* Patient Registration & Admissions
* Process patient and observation admissions for hospital emergency departments.
* Create or confirm medical records and account numbers accurately.
* Obtain necessary regulatory signatures for consent for treatment, financial responsibility agreements, and HIPAA compliance.
* Insurance & Financial Responsibilities
* Verify insurance eligibility and benefits electronically.
* Obtain insurance authorizations within required time frames.
* Identify and collect patient financial obligations at the point of service.
* Utilize third-party payer resources to confirm coverage, gain authorizations, and determine patient responsibility.
* Create cost estimates and collect payments to support facility first-pass yield and decrease account denials.
* Collaboration & Communication
* Consult and communicate with other hospital departments to maintain efficient patient care and registration workflows.
* Security & Safety
* Use the Passage point system to screen visitors and create security badges.
* Work Schedule
* Work scheduled weekend shifts on a rotating basis, in addition to regularly scheduled shifts.
Qualifications
Minimum Education and Experience Requirements:
* High school diploma or equivalent required.
* One (1) year of clerical experience in a patient or public contact setting OR six (6) months of experience in a health-related business office or third-party payor group.
* College-level coursework and knowledge of medical and insurance industry terminology preferred.
* Demonstrated experience performing multiple tasks simultaneously, adjusting to changing priorities, making timely and sound decisions, and working independently with minimal supervision.
* Proficiency with computer applications and the ability to work with multiple systems preferred.
* Strong verbal, analytical, and written communication skills required.
* Must be adaptable, tactful, and able to work well under pressure.
* Must understand the importance of a "first impression" role, including appropriate professional dress, attitude, and demeanor.
* Ability to work scheduled weekend shifts on a rotating basis in addition to regular shifts.
Motor Vehicle Operator Designation:
* May operate vehicles for assigned business purposes as a non-frequent driver.
* A "frequent driver" is defined as someone who uses a personal or Shands vehicle:
a) at least once daily,
b) five or more individual trips per week, or
c) an average of over 150 miles per week for job duties.
Licensure/Certification/Registration:
* None required.
US Experienced Financial Advisor
Finance representative job in Ocala, FL
**We're bullish about your future here.** Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones advisor, you're at the helm. That's why we provide every possible resource to help you succeed. A branch office administrator to help you run your branch. World-class products, services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs. Building your practice your way - with 100% support from us.
**Job Overview**
As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch associates, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from over 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 a valued part of our firm, 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.
Edward Jones is built to help you positively impact clients' lives, helping them achieve their long-term financial goals as you make a difference in your community.
**Key Responsibilities**
+ Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., 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 clients 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.
+ As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing.
+ A firm-provided branch office in the community.
+ Client support to help lighten the load so you can focus on your clients.
+ A support network that extends from your client support team 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.
**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 (*********************************************************************************************** .
**Earn salary, commissions, new asset compensation**
+ No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
+ A multi-faceted compensation package that also includes opportunities for profitability bonuses, profit sharing, and incentive travel
+ The flexibility that you need to balance your personal and professional lives - the best of both worlds
As every situation is unique, speaking with a recruiter is recommended. You can may calculate a preliminary total compensation with this calculator (******************************************************************************************************
Hiring Minimum $50,000
Hiring Maximum $125,000
Applications for this role are accepted on an ongoing basis.
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf .
Read More About Job Overview
**Skills/Requirements**
Financial advisors succeed by demonstrating a unique combination of ambition, self-motivation and commitment to establishing long-term client relationships. Financial advisors are driven by performance, and we ensure that their compensation and earning potential is reflective of their performance. They're confident and possess the ability to think critically, with sound judgment.
**What characteristics would make you a successful financial advisor?**
+ Strong communications skills and self-starter
+ Love of learning and challenges, including determination to succeed
+ Skilled in long-term relationship building
+ Adaptable to new information seeking the right solutions for clients
+ Comfortable in your ability to think critically
+ Passion for new opportunities
**Candidate qualifications:**
+ Series 7 and Series 66 required
+ Experience in financial services working with clients, in-depth knowledge of investment products and services with a track record of success
+ State insurance licenses preferred
+ Preferred additional professional designations such as CFP or CERTIFIED FINANCIAL PLANNER and/or CRPC or Chartered Retirement Planning Counselor
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.
Financial Advisor Trainee- Ocala, FL
Finance representative job in Ocala, FL
Fulfills varying tasks and assignments and completes rotations in a range of areas related to financial services, under varying levels of supervision. Develops skills and capabilities that equips the incumbent to move into a specific role in the organization.
Job Description
Job Summary
Through distance learning, apprenticeship and training at the firm's international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Raymond James Financial Advisors. The program takes a holistic approach by incorporating training for technical and sales skills to fully position new Advisors for success. In conjunction with a Mentor, Branch Manager, and/or a team of Financial Advisors, the Financial Advisor Trainee will learn to build an individual practice. The Trainee will balance new client development, sales activities, investment management, customer service and compliance with personal and professional growth and development. The Trainee will also provide clients with sound financial advice and counsel consistent with the client's objectives, time horizon, and risk tolerance. In addition, the requirements of the AMP Program are designed to support long-term development, whether a candidate plans to be a stand-alone Advisor or join an existing team.
Essential Duties and Responsibilities
Become trained and skilled to effectively and efficiently perform the Financial Advisor role:
If hired as a team candidate, the team will provide the specific goals and expectations.
Meets production targets that impact overall company revenue goals.
Develops a book of business consistent with AMP program goals for assets under management and required production.
Provides a high level of client service.
Manages the full scope of a client relationship by evaluating the client's financial needs, investment opportunities, current holdings and available investment capital.
Helps clients identify their investment objectives by effectively communicating portfolio losses when necessary, while preserving client loyalty.
Develops client pipeline by prospecting, networking, engaging in community initiatives, centers of influence and developing niches.
Recommends investment products, solutions, and services that are suitable for prospects and clients based on predetermined client needs, time horizons, risk profile, and preferences.
Seeks expertise of internal resources to identify investment opportunities and solutions for clients.
Opens, transfers, and closes customer accounts.
Maintains appropriate account records while monitoring the customer's portfolio.
Makes recommendations consistent with changes in economic and financial conditions as well as the client's needs and objectives, considering newly offered investments.
Obtains and verifies the customer's purchase and sale instructions, enters orders, and follows up on completion of transactions.
Completes required program training and assignments, obtains mandatory industry licenses within prescribed timeframes, masters assessments and meets minimum performance and production standards.
Stays abreast of investment products, industry rules and regulations, and financial planning.
Performs other duties and responsibilities as assigned.
Knowledge of
Economic and accounting principles and practices.
Financial markets, banking, and financial data analysis and reporting.
Basic principles and methods for showing, promoting, and selling products or services.
Firm's working structure, policies, mission, strategies, and compliance guidelines.
Skill in
Operating client relationship manager system and other required software applications to produce financial plans, correspondence, reports, electronic communication, spreadsheets, and databases.
Identifying the needs of customers through effective questioning and listening techniques.
Ability to
Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment to run an optimal practice.
Continuously learn investment products, industry rules and regulations, and financial planning.
Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels.
Keep all appropriate parties up-to-date on decisions, changes, and other relevant information, and articulate reasons behind decisions.
Establish and maintain effective working relationships with clients and colleagues.
Persevere, handle rejection and show resilience during the prospecting and networking process.
Network in the community and effectively market him or herself and Raymond James.
Demonstrate persistence in the face of obstacles.
Accept criticism and deal calmly and effectively in high stress situations.
Education/Previous Experience
Bachelor's Degree (B.A.) from four-year college or university preferred with a minimum of three (3) years of relevant working experience, demonstrating achievement in sales (preferably intangible) or business environment, or an equivalent combination of experience, education, and/or training as approved by Human Resources.
Licenses/Certifications
SIE required provided that an exemption or grandfathering cannot be applied or ability to obtain within four (4) months from the start of the program.
Series 7 and Series 66 or the ability to obtain them within four (4) months from the start of the program.
Life, Health and Variable Annuity or the ability to obtain within six (6) months from the start of the program.
Education
Bachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Finance
Work Experience
General Experience - 7 to 12 months
Certifications
s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)
Travel
Less than 25%
Workstyle
Resident
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm
At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
#LI-AS1
Auto-ApplyFinancial Advisor
Finance representative job in Ocala, FL
Job Description
Join Zinnia Weath, a dynamic and innovative company based in the sunny city of Ocala, Florida. We are on the lookout for a dedicated Financial Advisor to become an integral part of our team. In this on-site position, you will have the opportunity to work directly with our clients, providing them with customized financial advice and solutions tailored to their unique needs. We pride ourselves on fostering a collaborative and supportive work environment where your expertise will be valued and your career can thrive.
At Zinnia Weather Management, we understand that our greatest asset is our people. We are committed to creating a workplace where everyone feels welcomed, respected, and part of the family. If you are a motivated professional with a penchant for finance and a desire to make a meaningful impact in the lives of others, we invite you to apply and contribute to our continued success. Bring your knowledge, experience, and enthusiasm to Zinnia Weather Management, and help us navigate the financial landscape with precision and excellence.
Benefits
Annual Base Salary + Commission
Paid Time Off (PTO)
Health Insurance
Dental Insurance
Vision Insurance
Hands on Training
Responsibilities
Client Advisory: Offer professional financial guidance tailored to individual client needs and objectives.
Portfolio Management: Review and analyze client portfolios to ensure alignment with market trends and financial goals.
Market Analysis: Conduct thorough market research to inform strategic investment advice.
Risk Assessment: Evaluate and communicate the risks associated with financial plans or investments.
Relationship Cultivation: Build and nurture long-term client relationships to ensure loyalty and trust.
Goal Setting: Work collaboratively with clients to set and achieve financial milestones.
Requirements
Education: A degree in Finance, Accounting, or a related field is preferred.
Experience: Prior experience as a Financial Advisor or in a similar finance-related role is required.
Licensing: Certification as a Chartered Financial Analyst (CFA) or Certified Financial Planner (CFP) is highly desirable. Series 65 and FL 2-15 required.
Communication Skills: Excellent interpersonal and communication skills, both written and verbal.
Customer-Focused: A genuine desire to understand client needs and offer personalized financial advice.
Regulatory Knowledge: Understanding of current market and regulatory changes impacting the financial industry.
Attention to Detail: Strong attention to detail to ensure accuracy in every financial plan and report.
Financial Advisor - Ocala/The Villages
Finance representative job in Ocala, FL
Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity.
At Thrivent, you'll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have control over the income you earn, as you'll be paid through commissions and incentives based on your success.
As a Thrivent Financial advisor, you will:
Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith.
Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs.
Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community.
Make client appointments by leveraging your network and Thrivent's reputation, delivering award-winning financial workshops and marketing your practice.
Have the flexibility to control your schedule, allowing for work-life balance.
Find a collaborative culture with colleagues who want you to be successful and are willing to help you do so.
Get the support of specialists from every facet of the organization-such as business development, marketing, technology, engagement, and experienced advisors-as you build your business.
Desired Characteristics
Our culture and our people are special. We're looking for people who are - or want to become - part of the communities where clients live, work and worship. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're:
Self-disciplined, independent and driven to succeed.
Motivated by helping others and seeing them achieve their goals.
A natural coach or guide with strong interpersonal skills.
Passionate about living a life of generosity by serving others, not just selling products.
Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role.
Requirements
Bachelor's degree or equivalent experience. Military veterans are encouraged to apply.
Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting.
Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable.
Compensation and Benefits
You'll get all the benefits of a Fortune 500 organization and more. Here, you'll enjoy:
Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures, recurring revenue streams, and dedicated planning fees for those who qualify.
Medical, dental, vision, disability and accidental death and dismemberment insurance.
Pension, 401(k) and retiree medical plans.
Ongoing support, training and opportunity for professional growth as you build your business.
Well-being programs to help you manage your physical, emotional and financial health.
Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference.
Membership programs that help you connect with your clients and engage Christians to make a real impact in your community.
About Thrivent
Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance.
Thrivent values diversity and inclusion, and we're committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants.
To learn more about the privacy of your information, visit our
workforce privacy policy at thrivent.com/privacy.
Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about our financial advisors.
Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color,
sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.
Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.
Auto-ApplyFinancial Planner Career Changer Opportunity
Finance representative job in Gainesville, FL
Job DescriptionBenefits:
Retirement
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
Ready to turn your experience into something more meaningful? Whether youve built your career in education, healthcare, engineering, sports, or business, youve already developed the skills to succeed here. At Berna District, Northwestern Mutual, we specialize in helping professionals from
all walks of life
make a successful transition into a purpose-driven career in financial planning.
Guided by our core values of family, fun, integrity, and service, weve built a culture where people from every background can thrive, and where new perspectives are celebrated. Many of our most successful advisors didnt start in finance at all. They came from teaching, engineering, athletics, and healthcare, and discovered a career where they could apply their relationship-building, problem-solving, and leadership skills in new and rewarding ways.
Why Career Changers Could Thrive Here:
You already have what it takes, people skills, perseverance, and a desire to make a difference.
We provide the training, mentorship, and professional licensing support to help you confidently transition into financial services.
Youll be surrounded by a team thats walked the same path, people who once coached, built, designed, or taught before building their own financial practices.
Our thriving office is located at: 7E Silver Springs Blvd, Suite 430, Ocala FL 34470
A Glance at Northwestern Mutual (NM):
Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.
Meet Our Local Team:
Jim Moretti, RICP, MBA Growth & Development Director & Financial Advisor:
Time with NM: 10 years.
Prior Experience: Jim worked as a Ceramic Engineer and Material Science Engineer, earning his MBA in Finance along the way. He built his career with large manufacturing companies, including Caterpillar, as well as in the high-volume container glass industry.
Passionate About: Jim focuses much of his time on raising his two kids. Together they enjoy playing sports, watching movies, and spending time with their two pugs. Personally, Jim loves golfing, fishing, cooking, delivering embarrassing dad jokes, and watching anything and everything football.
Tyler Oppman Field Director:
Time with NM: Nearly 8 years.
Prior Experience: Tyler began his career with Northwestern Mutual in the Waterloo, Iowa office before relocating to Florida last year.
Passionate About: Tyler is a proud father of two and also has a beagle/hound mix who adds to the fun of their Disney-loving family. He enjoys golfing, staying active in his church community, and spending quality time with his kids, especially visiting playgrounds and science centers with his son.
Austin Carrola Financial Representative:
Time with NM: 1+ years.
Prior Experience: Austin was a professional tennis coach before joining Northwestern Mutual.
Passionate About: Austin is married with two young children. He is deeply passionate about his faith, family, and giving back to the community through outreach.
Harriet McCord Financial Representative:
Time with NM: Less than 1 year.
Prior Experience: Harriet was a professional show jumper and trainer, traveling extensively to compete and coach in the equestrian world.
Passionate About: Harriet enjoys Irish rugby and prefers whiskey over bourbon. She loves traveling across the United States, where she hosts equestrian training clinics.
About the Role: As a Financial Planner at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.
Key Responsibilities:
Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.
Qualifications:
Education: A bachelor's degree is preferred.
Experience: Previous experience in financial services, insurance, or business development is beneficial but not required.
Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
FL 2:15, Life, Health, and Annuity Agent License (will complete in initial onboarding).
Commitment to personal growth and training, including required investment licensing within the first two years and strong encouragement to pursue professional accreditations such as CFP, RICP, CLU, and others.
Benefits:
Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
Retirement Benefits: Company-funded pension and contributions to PFGFour version of a profit-sharing retirement plan designed to support your long-term financial future.
Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Jim Moretti is a Managing Partner for NM and is not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
Financial Advisor - Gainesville/Lake City
Finance representative job in Gainesville, FL
Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow.
We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life:
We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders.
We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future.
We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work.
Who You'll Work With
Corebridge Financial Services has been helping Americans plan for and enjoy a secure retirement for more than half a century. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what we do and we think you will too.
About the Role
Are you passionate and self-motivated? Do you seek to improve the lives of others in your community? Join Corebridge Financial Services. We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families. If you want the flexibility to create your own schedule and build your career on your terms, join our team.
Responsibilities
You will meet with existing and prospective clients to plan their financial future.
Utilize our company-provided technology and tools to improve your operation.
You will also use marketing support in the form of mailings, email blasts, and customized flyers to expand your business and reach new customers.
Collaborate with co-workers and your District Vice President to learn new skills, methods, and best practices.
To help you get started, we offer you the resources needed to create your own success:
Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match
Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools
Company-paid E&O, licensing fees, continuing education and compliance support
Skills and Qualifications
High school diploma or GED
Ideally, you have 2+ years of experience working as a Financial Advisor.
A proven and successful sales track record.
You have an active FINRA Series 7 licenses and a Series 63 and 65 or 66.
You also have an active state variable life and health license.
Work Location
This position is currently designated as remote.
Estimated Travel
May include up to 25% travel.
#LI-KE1
#LI-CBF
This role is deemed a “covered associate” under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules. Candidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. Applicants who are selected to move forward with the application process will be required to disclose all U.S. political contributions they and their household family members have made over the past two years.
Why Corebridge?
At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive.
Benefit Offerings Include:
Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being.
Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately.
Employee Assistance Program: Confidential counseling services and resources are available to all employees.
Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000.
Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work.
Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it.
Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy.
We are an Equal Opportunity Employer
Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives.
Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to ******************************************. Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law.
We will consider for employment qualified applicants with criminal histories, consistent with applicable law.
To learn more please visit: ***************************
Functional Area:
SC - Sales CommissionEstimated Travel Percentage (%): Up to 50%Relocation Provided: NoThe Variable Annuity Life Insurance Company
Auto-ApplyFinancial Advisor - Gainesville/Lake City
Finance representative job in Gainesville, FL
Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life:
* We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
* We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders.
* We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future.
* We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work.
Who You'll Work With
Corebridge Financial Services has been helping Americans plan for and enjoy a secure retirement for more than half a century. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what we do and we think you will too.
About the Role
Are you passionate and self-motivated? Do you seek to improve the lives of others in your community? Join Corebridge Financial Services. We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families. If you want the flexibility to create your own schedule and build your career on your terms, join our team.
Responsibilities
* You will meet with existing and prospective clients to plan their financial future.
* Utilize our company-provided technology and tools to improve your operation.
* You will also use marketing support in the form of mailings, email blasts, and customized flyers to expand your business and reach new customers.
* Collaborate with co-workers and your District Vice President to learn new skills, methods, and best practices.
To help you get started, we offer you the resources needed to create your own success:
* Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match
* Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools
* Company-paid E&O, licensing fees, continuing education and compliance support
Skills and Qualifications
* High school diploma or GED
* Ideally, you have 2+ years of experience working as a Financial Advisor.
* A proven and successful sales track record.
* You have an active FINRA Series 7 licenses and a Series 63 and 65 or 66.
* You also have an active state variable life and health license.
Work Location
* This position is currently designated as remote.
Estimated Travel
* May include up to 25% travel.
#LI-KE1
#LI-CBF
This role is deemed a "covered associate" under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules. Candidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. Applicants who are selected to move forward with the application process will be required to disclose all U.S. political contributions they and their household family members have made over the past two years.
Why Corebridge?
At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive.
Benefit Offerings Include:
* Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being.
* Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately.
* Employee Assistance Program: Confidential counseling services and resources are available to all employees.
* Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000.
* Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work.
* Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it.
Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy.
We are an Equal Opportunity Employer
Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives.
Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to ******************************************. Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law.
We will consider for employment qualified applicants with criminal histories, consistent with applicable law.
To learn more please visit: ***************************
Functional Area:
SC - Sales Commission
Estimated Travel Percentage (%): Up to 50%
Relocation Provided: No
The Variable Annuity Life Insurance Company
Auto-ApplyFinancial Solutions Advisor - Ocala/Orlando
Finance representative job in Ocala, FL
The Villages, Florida;Ocoee, Florida; Ocala, Florida; Clermont, Florida; Clermont, Florida; Crystal River, Florida **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.**
Acknowledge (*****************************************************************************************************************************************
**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!
**Job Description:**
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
**Responsibilities:**
- Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
- Recommends banking and investments strategies that align with client financial goals and needs
- Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
- Mitigates and controls risk as part of daily activities
- Identifies and engages potential new clients through referrals or financial center clientele
- Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended
**Required Qualifications:**
- Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.
- Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
- Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
- Sets and accomplishes goals, achieving whatever you put your mind to.
- Builds and nurtures strong relationships.
- Collaborates effectively with others to get things done.
- Communicates effectively and confidently and is comfortable engaging all clients.
- Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
- Likes to learn, adapts to new information and seeks the right solutions for clients.
- Efficiently manages your time and capacity.
- Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.
**Desired Qualifications:**
- Strong computer skills with an ability to multitask in a demanding environment.
- At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
- Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
- Obtained your insurance licenses.
**Skills:**
- Advisory
- Account Management
- Client Experience Branding
- Customer and Client Focus
- Oral Communications
- Issue Management
- Client Solutions Advisory
- Pipeline Management
- Active Listening
- Attention to Detail
- Risk Management
- Policies, Procedures, and Guidelines
- Client Management
- Causation Analysis
- Written Communications
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
Insurance Account Representative - State Farm Agent Team Member
Finance representative job in Palatka, FL
Job DescriptionBenefits:
Bonus based on performance
Competitive salary
Opportunity for advancement
Paid time off
Training & development
ROLE DESCRIPTION: As Insurance Account Representative - State Farm Agent Team Member for Gabe Oleksy - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.
Grow your career as you improve your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.
RESPONSIBILITIES:
Provide information about insurance products and services.
Assist customers with policy applications and renewals.
Handle customer inquiries and provide timely responses.
Maintain accurate records of customer interactions.
QUALIFICATIONS:
Communication and interpersonal skills.
Detail-oriented and able to multitask.
Experience in customer service or sales preferred.
Financial Advisor - Gainesville
Finance representative job in Gainesville, FL
Financial Advisor - Capital City Bank - More than your bank. Your banker.
Hours:
Monday - Friday 8:00 a.m. - 5:00 p.m.
Financial Advisors with Capital City Investments (CCI) deliver personalized investment solutions to help clients work toward their long term financial goals. They provide clients with specialist advice on how to manage their money via investment and insurance products based on clients' needs and investment tolerance through LPL Financial, a registered Broker/Dealer, member FINRA and SIPC.
Advisors must have the proper professional qualifications and follow strict financial industry rules, and provide client with unbiased financial investment advice.
This position requires the associate to drive on behalf of the Bank and the associate must adhere to Bank's Motor Vehicle Guidelines.
All associates at Capital City Bank have access to confidential client information, and must practice discretion at all times.
Principal Duties and Responsibilities:
Securing a sale.
Works directly with Sales Manager to develop sales strategies and activities with the expectation of exceeding production sales goals.
Develop outside the bank referral sources with existing clients, CPAs, attorneys, bank associates and other related sources of investment business. This often requires outside business development calls.
Must be available to meet with clients and/or potential clients in person, in/out the office. Requires early morning and/or late evening meetings with clients, based on their availability. Meet with client in the office, business premises, or home.
Conduct in-depth reviews of client' financial circumstances, current provision and future aims. Analyze data and recommend investment options and advise of potential risks.
Conducts risks analysis; researches the marketplace and recommends the appropriate products and services, ensuring clients are aware of and understand products that best meet their needs, and then securing a sale.
Cross refer bank products and use financial planning tools.
Attend Sales meetings, as determined by Sales Manager, to discuss products being offered as well as industry updates, tax implications and industry compliance matters. Additionally, new sales techniques will be introduced at these meetings for future implementation.
All associates must understand and adhere to the non-negotiable Banker Standards and commit to practicing SGNNT at all times. Associates will consistently follow policies and procedures as established by Capital City Bank, with department managers setting the standard.
Associated Duties:
Provides additional support to manager and department colleagues.
Knowledge, Skills and Abilities (KSAs) Required:
The following KSAs are usually acquired through post high school education with specialized business training course(s) and two to five years related experience:
• Proficiency in Word and Excel.
• Excellent communication, interpersonal and listening skills.
• Ability to network and establish relationships with clients and referral sources.
• Negotiating and influencing skills, as well as determination and tenacity.
• A target-driven mindset.
• Flexible approach to work.
• Decision-making skills.
• Demonstrable sales skills.
• High degree of personal integrity, discretion, and an ethical and professional approach to work.
• Must adhere to Bank's Motor Vehicle Guidelines.
Professional Licenses/Education:
FINRA licenses Series 7 and 66 are required to sell regulated investment products. Insurance licenses are also required.
Associate or Bachelor's degree in business or finance from an accredited college required. Relevant experience may substitute for the education.
Working Conditions:
• Professional atmosphere.
• Office environment with frequent travel to assigned offices.
• Driving as required by position.
In the rare instance of a major or extensive natural disaster, epidemic or pandemic occurrence, or other disruption within our footprint, it may be necessary for associates to relocate or telecommute before, during or after, to ensure business continuity.
Capital City Bank associates are our greatest asset. We offer the following benefits:
*Medical, Dental and Vision *Life Insurance *401(k) with Matching *Flexible Spending Accounts *Tuition Assistance *Stock Purchase *Discounts on Products and Services
EOE/Protected Veterans/Disabled/Drug Free
The above declarations are not intended to be an “all-inclusive” list of the duties and responsibilities of the job described nor are they intended to be such a listing of the skills and abilities required to do the job. Rather, they are intended only to describe the general nature of the job.
THIS DOES NOT CONSTITUTE AN EMPLOYMENT AGREEMENT. This does not restrict Capital City Bank, Capital City Investments, Capital City Trust Company, and Capital City Home Loans from the ability to assign, reassign or eliminate duties and responsibilities of this job at any time. This job description describes the current assignment of essential functions. These functions may change at any time as the needs of the Bank or department change or for other reasons deemed appropriate.
Financial Services Representative - State Farm Agent Team Member
Finance representative job in Mount Dora, FL
Job DescriptionBenefits:
401(k) matching
Bonus based on performance
Competitive salary
Dental insurance
Health insurance
Opportunity for advancement
Paid time off
Training & development
Financial Services Representative Insurance & Investment Sales
Kim Varnadore State Farm Agency
Drive Growth. Close Business. Build Financial Futures.
Are you a results-driven financial professional with a strong sales foundation and a passion for helping clients build long-term security? The Kim Varnadore State Farm Agency is seeking a high-performing Financial Services Representative who can combine financial expertise with a performance-driven sales mindset.
This is a fully licensed position (Life & Health required; FINRA Series 7 and 63 preferred). If youre not yet fully licensed, you must be willing to obtain the necessary credentialswith full agency support.
Role Description
As a Financial Services Representative, youll guide clients through critical financial decisions, offering tailored insurance and investment strategies that protect assets, build wealth, and strengthen long-term financial stability. Your ability to close business, drive new production, and deliver consultative guidance will directly shape your earning potential and the financial success of the clients you serve.
Key Responsibilities
Generate New Business
Actively market, present, and sell life, health, and financial service products.
Identify opportunities through warm leads, referrals, networking, and outbound outreach.
Consult & Advise
Provide personalized financial guidance including retirement strategies, asset allocation, and portfolio-aligned insurance products.
Build & Grow Relationships
Cultivate a strong book of business through trust, consistency, and results-driven service.
Maintain Compliance
Stay current on product offerings, financial regulations, and industry best practices.
Qualifications
A sales-dominant mindset with a proven track record in financial product sales or life/health insurance sales.
3+ years of financial services, investment advising, or related experience preferred.
Strong communication, analytical, and consultative selling skills.
Life & Health license required; FINRA Series 7 and 63 strongly preferred.
Motivated by performance goals, client impact, and uncapped earning potential.
Why Join Kim Varnadore State Farm?
High earning potential with competitive base pay + commission + performance bonuses.
Full licensing support for qualified candidates.
Growth opportunities within a top-performing, client-focused agency.
Access to a wide suite of insurance and financial products.
A meaningful career where you help clients build and protect their financial futures.
Ready to Take the Next Step?
If youre a driven financial professional seeking a high-earning, high-impact role with room to grow, wed love to meet you.
Apply today and build your future with Kim Varnadore State Farm.
Student Financial Services Specialist
Finance representative job in Gainesville, FL
You Can Change the Life of One to Care for the Lives of Many! At Galen College of Nursing, we educate and empower nurses to change lives. Since 1989, we've dedicated our work to delivering high-quality nursing education with a student-first mindset. As one of the largest private nursing colleges in the country, we combine the support of a close-knit learning environment with the strength of a nationally recognized institution, HCA Healthcare.
That same passion for excellence in the classroom extends to our offices. At Galen, you'll find a culture deeply rooted in collaboration, innovation, and a shared commitment to improving the future of healthcare. Your work directly touches the next generation of nurses, and your contributions help our students pursue their dream of a compassionate career.
If you're looking for a career where you can make a difference, grow professionally, and be part of a caring team, we'd love for you to apply for the Student Financial Services Specialistposition today!
Click here to learn more about Galen!
Position Overview:
As a Student Financial Services Specialist at Galen College of Nursing, you will provide information, guidance, and assistance regarding various types of financial assistance, including, but not limited to federal financial aid, state aid, workforce agencies, employer payments, and VA benefits, to facilitate the enrollment, persistence, and completion of students, consistent with the Colleges mission.
Key Responsibilities:
1. Assist and guide active students throughout their program, including but not limited to:
a. Contact current students about missing/incomplete documents.
b. Assist current students with completion of forms as needed.
c. Review financial aid application for accuracy and ensure eligible aid is packaged and disbursed in a timely manner.
d. Support students in the management of additional financing options, including state aid, workforce agencies, employer payments, VA benefits, etc.
e. Create payment arrangements on term balances to support campus cash collections.
f. At program end, track and document completion of Exit Counseling, following-up with students as necessary.
2. Provide continued support and education to students and their parents on topics related to Financial Aid, including, but not limited to Title IV Federal Financial Aid, eligibility, financial literacy, and loan repayment.
3. Thoroughly document student communication in the student information system, including, but not limited to email, phone calls, text messages, and meetings.
4. Assist in other phases of financial aid, enrollment, and student support, as necessary.
5. Maintain confidentiality of students and student information. Follow guidelines by regulatory bodies such as FERPA, the Department of Education, other Galen accrediting agencies, federal, state and local laws, etc.
6. Maintain current knowledge of college policies and processes and relevant accreditation and regulatory requirements.
7. Attend financial aid training, workshops and seminars, as necessary or requested by the College.
8. Other duties as assigned.
Position Requirements:
* Education:Minimum of a bachelor's degree. Equivalent experience in lieu of a degree will be considered.
* Experience:Experience working with Federal Financial Aid programs preferred, but not required. Experience working with customer financial accounts preferred, but not required.
* Skills:Must possess excellent written and oral communication skills. Must possess excellent customer service skills. Strong organizational skills and an ability to prioritize and complete simultaneous projects while meeting deadlines. Ability to maintain confidentiality and discretion at all times. Must be a team player by assisting and encouraging other Galen employees.
* Special Qualifications:Working knowledge of Microsoft Office products. Must be able to secure access to all Department of Education websites, including, but not limited to NSLDS, COD, CPS, etc. Candidates should have no prior history of student loan default.
* Physical/Mental Demands & Work Environment:Must be able to sit at a computer desk for eight hours each day. Must be available to work flexible schedule to include some evenings and occasional weekends.
* Degree of Supervision:Minimal
Benefits
At Galen College of Nursing, we want to ensure your needs are met. We offer a comprehensive package of medical, dental, and vision plans, tuition discounts, along with unique benefits, including:
* Comprehensive medical coverage that covers many common services at no cost or for a low copay. Plans include prescription drug and behavioral health coverage as well as free telemedicine services and free AirMed medical transportation.
* Additional options for dental and vision benefits, life and disability coverage, flexible spending accounts, supplemental health protection plans (accident, critical illness, hospital indemnity), auto and home insurance, identity theft protection, legal counseling, long-term care coverage, moving assistance, pet insurance, and more.
* Free counseling services and resources for emotional, physical, and financial well-being
* 401(k) Plan with a 100% match on 3% to 9% of pay (based on years of service)
* Employee Stock Purchase Plan with 10% off HCA Healthcare stock
* Family support through fertility and family building benefits with Progyny and adoption assistance.
* Referral services for children, elders, and pet care, home and auto repair, event planning, and more.
* Consumer discounts through Abenity.
* Retirement readiness, rollover assistance services, and preferred banking partnerships.
* Education assistance (tuition, student loan, certification support, dependent scholarships).
* Colleague recognition program.
* Time Away from Work Program (paid time off, paid family leave, long- and short-term disability coverage and leaves of absence).
* Employee Health Assistance Fund that offers free employee-only coverage to full-time and part-time colleagues based on income.
Learn more about Employee Benefits.
Note: Eligibility for benefits may vary by location.
Galen College of Nursing is recognized as a 2023 National League of Nursing (NLN) Center of Excellence (COE).
Galen's Compassionate Care Model Values
* Inclusivity: I foster an environment that provides opportunity for every individual to reach their full potential.
* Character: I act with integrity and compassion in all I do.
* Accountability: I own my role and accept responsibility for my actions.
* Respect: I value every person as an individual with unique contributions worthy of consideration.
* Excellence: I commit myself to the highest level of quality in everything I do.
Learn more about our vision and mission.
Experience the HCA Healthcare difference where colleagues are trusted, valued members of our healthcare team. Grow your career with an organization committed to delivering respectful, compassionate care, and where the unique and intrinsic worth of each individual is recognized.Submit your application for the opportunity below:
Student Financial Services Specialist
Galen College of Nursing
Relationship Banker SB - Archer and 75th
Finance representative job in Gainesville, FL
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
Ability to create memorable experiences for our clients - elevate the client experience.
Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
High school degree, GED, or foreign equivalent.
The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided.
Ability to work branch hours including weekends and some evenings.
Preferred qualifications, capabilities, and skills
College degree or military equivalent.
Experience adhering to banking policies, procedures, and regulatory requirements.
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 JPMorganChase, 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 JPMorganChase. Your continued employment in this position with JPMorganChase 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 JPMorganChase. 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: ****************************************************************
Auto-ApplyRelationship Banker II (Forest Branch)
Finance representative job in Silver Springs Shores, FL
Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
**Job Description:**
At Regions, the Relationship Banker II is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs, and meeting those needs by proactively offering appropriate products, services, and guidance to achieve their financial goals. This role offers an exciting opportunity for candidates with retail or sales experience that are interested in beginning a career with opportunities for growth, development, and upward mobility.
Regions' mission is to make life better for our customers and communities, and we are looking for candidates committed to helping customers reach their financial goals by understanding and meeting customer needs. The successful candidate should be individually driven and competitive, as well as motivated to work as a team to achieve a common goal. This requires a candidate who excels at identifying customer needs and possesses strong communication skills.
**Primary Responsibilities**
+ Achieves branch targets and goals by identifying customer needs and providing appropriate guidance and perspective about Regions' solutions
+ Conducts outbound phone calls using generated customer and prospect lead lists to expand existing customer relationships and acquire new ones
+ Educates and advises customers on Regions' Consumer and Business products and services, including all loan and deposit types
+ Educates customers on emerging technology and digital solutions such as mobile, online, and ATM offerings, all designed to make banking easier
+ Provides a consistent optimal customer experience, which may consist of sharing responsibility for greeting customers and processing transactions to ensure customers bank when, where, and how they choose
+ Owns and resolves customer issues
+ Refers customers to an internal team of experts when complex financial goals and needs are recognized
+ Follows all bank processes and procedures and adheres to applicable laws and regulations, including completing duties delegated and assigned by the Branch Manager; as a member of the branch team, ensures sound banking practices, including managing, identifying and reporting operational risks
This position requires the tracking of time for hours worked in excess of 40 per week and is eligible for overtime under the Fair Labor Standards Act.
This position is incentive eligible.
This position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). Please refer to ************************************************* for more information.
**Requirements**
+ High School Diploma or GED
+ Ability to work Saturdays as needed
+ Ability to handle cash and process cash transactions
+ Ability to communicate in person, on the phone, and through electronic channels
+ Ability to use a computer on a frequent basis, including typing and sustained attention to a monitor
+ Ability to walk and stand for extended periods of time
+ Ability to lift up to twenty (20) pounds
**Preferences**
+ Bachelor's degree
+ Life Insurance License
+ One (1) year of cash-handling, banking, and/or customer service experience
**Skills and Competencies**
+ Ability to adhere to policies, procedures, and guidelines
+ Ability to assist customers with digital banking offerings
+ Ability to handle multiple priorities simultaneously
+ Ability to oversee large sums of cash
+ Excellent relationship-building skills
+ Strong communication and customer focus
**Position Type**
Full time
**Compensation Details**
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
**Job Range Target:**
**_Minimum:_**
$42,390.69 USD
**_Median:_**
$50,378.50 USD
**Incentive Pay Plans:**
This role is eligible to participate in a commission incentive plan. Employees have the potential to earn commission based on performance against defined metrics and goals.This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals.
**Benefits Information**
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. (******************************************************************** Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
+ Paid Vacation/Sick Time
+ 401K with Company Match
+ Medical, Dental and Vision Benefits
+ Disability Benefits
+ Health Savings Account
+ Flexible Spending Account
+ Life Insurance
+ Parental Leave
+ Employee Assistance Program
+ Associate Volunteer Program
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.
*************************************************************
**Location Details**
Forest
**Location:**
Silver Springs, Florida
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
Personal Banker- Colony Branch
Finance representative job in The Villages, FL
About the Organization:
Citizens First Bank, a cornerstone of The Villages community, was founded by the visionary founders of The Villages in 1991. “We are a bank created specifically to fill the needs of our community and to conscientiously and joyously serve our Villagers residents in every possible way.” -Founder Harold Schwartz. Since that time, the vision of the Bank has expanded to build upon our purpose of serving the Villages in every way while sharing our exceptional service and lasting relationships with the people and businesses throughout Lake, Sumter, Marion and Citrus counties. Citizens First Bank: A Five Star Bank where hospitality meets finance.
About the Position:
Citizens First Bank is hiring a Personal Banker at our Colony Branch! Are you ready to make a difference?
At Citizens First Bank, we're more than just a financial institution. We're a community of passionate individuals committed to building lasting relationships with our customers. As a Personal Banker, you'll have the opportunity to be the face of our bank, providing exceptional service and guiding our customers towards their financial goals.
What you'll do as a Personal Banker:
Build Relationships: Connect with customers on a personal level, understanding their unique needs and aspirations.
Provide Expert Advice: Offer tailored financial solutions, from checking accounts to loans, to help customers achieve their dreams.
Drive Growth: Actively promote our products and services, contributing to the overall success of our branch.
Embrace Innovation: Stay up to date with the latest banking technologies and trends to deliver seamless customer experiences.
For more information, please see the attached job description.
Personal Banker Requirements:
Minimum:
High school diploma or equivalent required, one year in a customer service/retail environment and one to two years as a Teller.
Must be able to complete ICBA's Universal Banker Certificate Program within first year of hire. Must be detail oriented, have good general math skills, letter composition and typing skills.
Must be proficient in using Microsoft Office (Outlook, Word, Excel) and skilled in using a 10-key calculator.
Must be able to withstand varying degrees of stress and must be able to attend work regularly and on time and perform position requirements with little supervision.
Must have the ability to meet and greet internal and external customers in a professional, positive manner, ability to communicate effectively, ability to be flexible by being able to adjust adeptly to changing priorities, ability to function as a member of a team including participating in branch activities and displaying positive behavior.
Preferred:
Previous two years of experience as a Customer Service Representative and two years of experience as a Teller or in a combined role in a banking or related environment.
Completed ICBA's Universal
Personal Banker Benefits:
Citizen's First Bank offers an exceptional benefits package for full-time employees including medical dental, vision, short and long-term disability insurance options, 401K, and generous vacation allowance. All employees enjoy an annual calendar recognizing ten federal holidays which may be paid, a high-end hospitality environment with a strong promote-from- within culture, and the satisfaction that comes from serving the community and relationship building.
Citizens First Bank is committed to provide equal employment opportunity to all persons regardless of race, color, national origin, religion, sex, sexual orientation, gender identity, age, genetic information, marital status, protected veteran status or disability. In addition to federal law requirements, Citizens First Bank complies with applicable state and local laws governing nondiscrimination in employment in every location in which the Bank has facilities.
Citizens First Bank is proud to be a drug, alcohol, and weapons free workplace.
Insurance Account Representative - State Farm Agent Team Member
Finance representative job in Gainesville, FL
Benefits:
6 PAID Holidays
Group Life Policy
Bonus based on performance
Opportunity for advancement
Paid time off
Parental leave
Company parties
Free food & snacks
Free uniforms
Training & development
Company Overview: Ruz Ogra State Farm Agency, an innovative and dynamic force in the insurance industry, is on the lookout for passionate and ambitious individuals to join our team as an Insurance Account Representative. If you're a go-getter with a knack for building relationships, this is an exciting opportunity to kickstart your career in insurance sales with a forward-thinking company.
Job Description: As an Insurance Account Representative, you will be part of a collaborative team focused on reshaping the way insurance is approached. We're seeking individuals who are tech-savvy, socially connected, and eager to make a meaningful impact. Your responsibilities will include:
Engaging with potential clients through various channels, including social media and digital platforms.
Educating younger demographics on the importance of insurance and tailoring solutions to their unique needs.
Leveraging modern sales techniques and technology to reach and exceed sales targets.
Participating in ongoing training programs to stay updated on industry trends and product knowledge.
Building a personal brand within the community through networking and events.
Qualifications:
Enthusiastic and self-motivated with a passion for customer service and sales.
Excellent communication skills, especially in the digital space.
Tech-savvy and comfortable using social media platforms for networking and lead generation.
Ability to adapt to a fast-paced and evolving work environment.
Eagerness to learn and grow within the insurance industry.
Requirements:
High school diploma or equivalent; college degree is a plus.
Previous sales/customer service experience or a strong desire to pursue a career in sales/customer service.
Familiarity with social media platforms and digital communication tools.
A positive and proactive attitude towards challenges.
A 4-40 or 2-20 license will be required for this position prior to starting, with the possibility of additional license (2-15) requirements in the future.
Perks for Insurance Account Representatives:
Competitive base salary with uncapped commission structure.
Opportunities for rapid career advancement.
Fun and collaborative work environment with team-building events.
Ongoing professional development and training opportunities.
How to Apply:
Please review our website below, and if you think our office is a good fit, and you are ready to embark on an exciting career in insurance, we want to hear from you!
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Ruzaan Orga State Farm Agency is an equal opportunity employer and encourages applications from individuals of all backgrounds.
Insurance Account Representative - State Farm Agent Team Member
Finance representative job in Gainesville, FL
Job DescriptionABOUT OUR AGENCY: With over 30 years as a State Farm agent, our office is a fast-paced, goal-driven environment where motivated individuals can thrive. Were a high-achieving agency, consistently ranking among the top in production, and we provide real opportunities for career growthour Agent Aspirant Program has helped launch multiple successful agency owners.
Our team is structured for success, with dedicated outbound specialists focused on bringing in new business and in-book specialists building lasting relationships with existing clients. If you enjoy a challenge, love hitting goals, and want to be part of a team that works hard and wins together, this is the place for you.
We offer competitive commissions, individual and team bonuses, health insurance, a SIMPLE retirement plan with a 3% match, and paid vacation & sick days. Our culture is energetic and rewardingwe dont watch the clock; we chase success.
Outside the office, we stay active in the community, supporting charities like PACE Center for Girls, Habitat for Humanity, and Bread of the Mighty. If you're looking for more than just a job and want to build a meaningful career in a supportive environment, wed love to meet you!
ROLE DESCRIPTION:
Do you aspire to some day run your own business, be an advisor looked to in your community, and lead a team? Tish Oleksy - State Farm Agent is searching for an outgoing and customer-focused individual who can recognize opportunities and strategically turn leads into long-lasting customer relationships.
As part of my successful team, I will assist in developing your business leadership skills, industry and State Farm business acumen, as well as sales and marketing experience. This development and mentoring can lead you in the right direction to better prepare you for a potential career as a State Farm agent. As part of this opportunity, you will learn from an experienced agent and see what it is like to run a business and grow an agency.
If you are energetic, goal-oriented, and sales-minded, we are excited to harness your talents in this rewarding opportunity to build your career.
RESPONSIBILITIES:
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
Work with the agent to establish and meet marketing goals.
Maintain a strong work ethic with a total commitment to success each and every day.
Work alongside your agencys team to ensure successful long-lasting customer relations.
QUALIFICATIONS:
Sales experience preferred
Successful track record of meeting sales goals/quotas preferred
Ability to effectively relate to a customer
Self-motivated
Detail oriented
Property & Casualty license (Must be able to obtain)
Life & Health license (Must be able to obtain)
BENEFITS:
Simple IRA
Salary plus commission/bonus
Health benefits
Paid time off (vacation and personal/sick days)
Flexible hours
Growth potential/Opportunity for advancement within my agency
License reimbursement
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.
State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm Insurance Companies. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. State Farm agents control which licensing requirements and training programs are offered or must be successfully completed by their employees. By accepting employment with a State Farm agent and/or successfully completing any licensing or training programs required by a State Farm agent, you are not guaranteed, promised or given any form of selection preference, should you choose to leave the agents employment and pursue the opportunity of becoming an independent contractor agent for State Farm Insurance Companies.
Insurance Account Representative - State Farm Agent Team Member
Finance representative job in Apopka, FL
Job DescriptionBenefits:
Bonus based on performance
Competitive salary
Paid time off
Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Insurance Account Representative - State Farm Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential.
Responsibilities
Establish customer relationships and follow up with customers, as needed.
Use a customer-focused, needs-based review process to educate customers about insurance options.
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
Maintain a strong work ethic with a total commitment to success each and every day.
As an Agent Team Member, you will receive...
Salary
Supplemental Health benefits
Paid time off (vacation and personal/sick days)
IRA
Commission plus bonus
Valuable experience
Growth potential/Opportunity for advancement within my agency
Requirements
Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
Excellent communication skills - written, verbal and listening
People-oriented
Self-motivated
Detail oriented
Ability to multi-task
Knowledge of life products
Knowledge of living benefits products
Bilingual - Spanish preferred
Property and Casualty license (must have currently)
Life and Health license (must have currently)
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.
Insurance Account Representative - State Farm Agent Team Member
Finance representative job in Clermont, FL
Job DescriptionOur agency has proudly served the community for 18 years, with the last 6 years dedicated to building a successful and thriving office. Our team of 12 is like a familywe foster a fun, team-focused culture where everyone feels supported and valued. We kick off each morning with a team huddle to celebrate wins, communicate updates, and grow together through training. From celebration lunches to birthdays, work anniversaries, and monthly book club gatherings, we always find a reason to come together and enjoy each others company.
Community involvement is at the heart of what we do. We are active members of the West Orange and South Lake Chambers, proud sponsors and partners of five local schools, and deeply involved in local initiatives. I helped charter the Rotary Club of Horizon West, serving as its first President and remaining on the Board. I also contribute to the Fellowship of Christian Athletes and serve on an advisory council for Orlando Health.
If you're looking to join a high-energy team that values connection, community, and growth, wed love to have you be part of our journey!
Position Overview
Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products.
Responsibilities
Establish customer relationships and follow up with customers, as needed.
Use a customer-focused, needs-based review process to educate customers about insurance options.
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
As an Agent Team Member, you will receive...
Simple IRA
Salary plus commission/bonus
Paid time off (vacation and personal/sick days)
Flexible hours
Growth potential/Opportunity for advancement within my agency
Requirements
Interest in marketing products and services based on customer needs
Excellent communication skills - written, verbal and listening
People-oriented
Detail oriented
Proactive in problem solving
Able to learn computer functions
Ability to work in a team environment
If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.