Finance service representative jobs in Iowa - 1,659 jobs

The Small Business Administration (SBA) Banker III is responsible for leading business development with a primary focus on SBA lending while maintaining market leadership presence in the local community. The SBA Banker is responsible for soliciting and servicing prospective clients producing SBA 7a and 504 as well as generating and managing a portfolio of business and corresponding relationships, while seeking new accounts through calling efforts, marketing, and referrals. Consistently gains the confidence and trust of others through honesty, integrity, and authenticity. ESSENTIAL DUTIES AND RESPONSIBILITIES: Business Development Quickly establish a consistent SBA business development cadence in the marketplace which includes but is not limited to: Call Planning and Follow-Up Client Retention Calls New Client Prospecting Outbound Telephone Calling Efforts Networking Events Maintain and expand a mature Center of Influence (COI) base of community and business leaders, leveraging them to gain additional business through referrals. Responsible for sales, credit analysis, proper loan structuring (SBA loan packaging and submission), client interviewing and perceptive character judgment. Source and build new business relationships. Credit Acumen Complete understanding of all business credit facilities including, but not limited to: Structuring proper terms and product based on business need, useful life and business growth. Basic understanding of business and personal financial statements and tax returns to identify credit worthiness and identifying risk potential. Ability to identify short- and long-term credit facility needs based on business sales cycle, type of business, growth plans, and business strategy. Educates prospective clients about the Bank's underwriting guidelines, SBA programs and all applicable government regulations. Coordinates with attorney, loan closer and other involved staff to assure timely loan closing and funding activities. Able to balance business needs with customer requests while managing potential risk to the bank. Adheres to Seacoast Bank's Code of Conduct. Acts as a mentor to junior level SBA Lenders within Seacoast Bank. Adheres to policy & procedure of Seacoast Bank and must comply with BSA/AML/OFAC regulations and guidelines. Accept loan applications and the collection all required applicant information while following Fair Lending performance standards and ensuring fair and equal treatment to all applicants. Practices ethical sales behaviors in accordance with the Associate Code of Conduct and Sales Practices Policy, acting in the best interest of the applicant and their credit needs. Proactively helps to resolve customer concerns in a timely, professional, and positive manner, escalating issues to the next level of authority as needed. EDUCATION and/or EXPERIENCE: High School Diploma or equivalent required. College degree in a financial related discipline preferred. 5+ years of directly related SBA experience preferred. 10+ years in business development and/or financial services experience required. Demonstrate excellent communication (written and verbal) and interpersonal skills. PC Proficiency in Desktop, Laptop, Tablet, and Smartphone devices as well as Microsoft Office Suite software. The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry. It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles. This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities. #LI-PF1 Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Req No. 2025-5483 Category Sales Type Regular Full-Time Union or Non-Union Non-Union Division Power Systems Company Altorfer Inc Working Hours/Days 8:00AM - 5:00pm Mon - Fri, Saturdays as needed Join our team as a Part and Service Sales Representative (PSSR) where you will play a pivotal role in connecting with Electric Power Generation equipment users. Your primary responsibility is to present optimal maintenance and repair solutions offered by Power Systems. Drive the achievement of lower operating costs for users by recommending suitable service options and upgrades. Cultivate and nurture strong customer relationships to address immediate service needs and secure long-term maintenance agreements. Uphold the highest customer service standards, aiming to enhance sales volume and ensure unparalleled customer satisfaction. This role requires exceptional organizational skills, self-motivation, and proficiency in sales and communication. Basic Duties Collaborate with New Machine Sales/Rental, Parts, Service, and Inside Sales teams to ensure exceptional customer satisfaction for Engine and Generator services. Actively promote the sales of POW-R-GUARD long-term service agreements in the assigned territory. Advocate for sound maintenance practices among customers. Apply effective sales techniques, including prospecting, telemarketing, and delivering compelling sales presentations. Actively pursue engine opportunities within the Prospect Customer list. Profile assigned accounts as directed by the Product Support Sales Manager, conducting periodic maintenance throughout the year. Maintain an in-person account frequency of 12 visits per week. Promote ongoing service and parts special sales promotions, such as long-term service agreements, Extended warranties, and CAT Remote Asset Monitoring. Record all customer communication and topics discussed in the company CRM system. Monitor and update the customer database for changes in contact names, addresses, phone numbers, machine data, and other relevant information. Keep a library of all Caterpillar service publications and assist in maintaining engine serial numbers/unit numbers and customer contact information using the company CRM system. Participate in factory visits, engage with local trade associations, and contribute to related commercial marketing account activities. Actively seek non-Cat sales opportunities in a defined territory and report customer contact information and current competitors in the company CRM system. Assist in resolving credit issues if a customer's account becomes delinquent. Qualifications High School Diploma or equivalent is required. Prior sales experience a must. EPG experience in sales and service is highly preferred. Must be able to lift 20 lbs. Must be able to handle general math calculations on money, weight measurement, volume, and distance. Must have PC experience with MS Excel, Word, and general computer literacy. Multi-tasking with good communication, planning & organizational skills are needed Must be able to take the initiative and work under limited supervision. Excellent communication skills (written, e-mail, and verbal) are required. Must possess a valid driver's license with clean driving record. This includes no more than 2 minor violations within the past 3 years and no major violations within the past 5 years (Motor Vehicle Report will be performed on final candidate). Altorfer Inc. offers an industry leading compensation and benefit package: Health, Dental, Vision, Disability, and Life Insurance 401(k) Paid Holidays Paid Parental Leave and Funeral Leave Paid Time Off: Prorated 80 hours of PTO + 1 Floating Holiday Education Assistance Personal Tool Insurance, and Safety Equipment Reimbursement Voluntary Benefits: Supplemental Insurance, Accident, Critical and Hospital Indemnity Insurance, Legal Assistance and Identity & Fraud Protection Payrate: $80,000 - $100,000 annually estimated first year earnings this position is base salary plus commission once established Posted Min USD $80,000.00/Yr. Posted Max USD $100,000.00/Yr. Physical Requirements/Working Conditions This position will spend a good portion of time traveling to customer jobsites. May work in an office environment, sitting at a desk for a period of time to answer phone calls or use a keyboard to complete documents and communicate through email. May be required to wear appropriate safety equipment (IE- Safety glasses or side shields) when needed. May on a continuous basis walk, bend and lift up to 20lbs and on occassion up to 75lbs. Must be flexible to work varying schedules and hours as needed. The physical demands described above are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Why Work for Altorfer? At Altorfer, our iron is just the beginning. Our people make our company successful, and we would not be who we are without them. As a third generation, family-owned company created in 1957, we bring our values into how we do business. Everyone from technicians, sales representatives, administrative professionals, or somewhere in between is part of the "A-Team" and is critical to our success. Here at Altorfer, we have over 35 locations and 1300 employees with long tenure for you to learn from. We have a collaborative, family valued culture, with a great reputation in the industry. A company that offers competitive pay, excellent benefits, and a remarkable team of people to work with. Need help finding the right job? We can recommend jobs specifically for you! Click here to get started.

General information Press space or enter keys to toggle section visibility Name Retail Customer Service Officer Ref # 12378752 Entity Australia Post Opening Date 07-Jan-2026 Suburb Carnarvon State Western Australia Work Type Casual Description & Requirements Press space or enter keys to toggle section visibility Help us deliver like never before Australia Post is delivering like never before. From the vehicles that we drive, to the small businesses that make our communities thrive. We're delivering for the environment, for our communities, for our customers and for our people. We're moving forward and we want you to come along for the ride. About the opportunity As our Retail Customer Service Officer, you'll play an important part in helping Australians service their own businesses, keeping millions of people connected and building community resilience. Every year around one million customers walk into one of our Australia Post Offices. It's our retail teams who make sure that every experience they have is a great one. And while they do, they're supported by a welcoming team, take part in ongoing training, and are guided on career development opportunities. Role Details: * Casual Position | "On Call" after training your roster will include a mix of both scheduled and unscheduled shifts, Monday to Friday, between 8:45am and 5:06pm * Extensive, supportive full time (paid) training for 6 weeks on commencement, Monday - Friday, 8:45 am - 5:06 pm * Loaded casual rate $35.01 / hour increases to $37.42 / hour after 3 months * + 12% Superannuation & up to $2,400 district allowance * Junior rates apply for those under 21 during training You'll be * Performing customer sales and service transactions with customers. * Managing high value transactions accurately (handling and processing cash, cheques, credit cards and EFTPOS). * Conducting and processing a number of identity services transactions, including Australian Passport Interviews. * Promoting our products and services through up-selling and cross-selling, merchandising and other promotional activities. * Assisting customers with mail lodgements and associate costs. * Building rewarding relationships with customers by understanding their needs. * Assisting with administrative duties such as stocktaking and record maintenance. About you * You're friendly, enthusiastic and reliable and you love working in a team environment. * You're ready to put the customer at the centre of everything you do to help make a difference in the community. * Have experience in customer service and/or cash handling. * Be fit to lift up to 16kgs of mail regularly and stand for your shift. How we'll deliver for you * We invest in you for the long-term, encouraging growth through delivering on our values of trust, inclusivity, empowerment and safety. * Be part of a culture where everybody feels they belong, are valued, and can bring their authentic self to work every day. * We invest in your personal wellbeing, recognise and reward you for your contribution to our success with Post Perks and more. We're delivering together At Australia Post, we acknowledge the Traditional Custodians of the land on which we operate, live and gather as employees. We believe our business should reflect the diverse communities we operate in and are proud to be an inclusive workplace for people from all walks of life. We encourage applications from people of all ages, genders and backgrounds including Aboriginal and Torres Strait Islander peoples, People with Disability, LGBTQIA+ and Refugees. We are one of the largest organisations in Australia to successfully achieve Disability Confident Recruiter status. We are committed to providing an inclusive and barrier-free recruitment process and workplace for those living with a disability and are committed to reviewing and removing bias in our processes to create a gender-equitable recruitment experience and workplace. If you have any questions about accessibility, please contact our Diversity & Inclusion team on ****************************.au. See what a day in the life on the Retail Team at Australia Post looks like:

Who We Are We are an agricultural commodity advisory service in the Des Moines Metro Area, Iowa. Our company was launched ten years ago to help farmers and ranchers all across the U.S. to provide market advice, commentary, and risk management strategies. In that time, we've been named one of the fastest-growing private companies on the Inc 5000 list, as well as been named one of Iowa's Top Workplaces. Our core values here at Trader PhD are Accountability, Supporting Each Other, Growth Mindset and Have Fun & Be Happy. If these values resonate with you then you would be a perfect candidate to join our team! Opportunities at Trader PhD LLC We continuously seek individuals with skills in: Sales & Business Development - Building relationships and driving revenue growth. Market Analysis & Research - Providing expert insights on commodity trends. Client Success & Support - Ensuring clients get the most value from our services. Telemarketing & Lead Generation - Connecting with potential clients and generating leads. Software & IT Support - Improving and maintaining our internal and client-facing systems. Operations & Administration - Keeping our business running smoothly. If you don't see a currently open job listing that matches your expertise, we still want to hear from you! What We Look For We value: Strong sales, problem-solving and analytical skills A proactive and results-driven mindset Excellent communication and teamwork abilities A passion for financial markets, agriculture, and innovation Why Join Trader PhD LLC? Innovative & Growing Company - Be part of a team shaping the future of commodity trading. Career Growth - We invest in our employees' professional development. Competitive Compensation - Salaries, performance incentives, and benefits. Collaborative Culture - Work with industry experts in a supportive environment. How to Apply Interested in joining our team? Click on the “Apply for this Job” button in the upper right. We'll keep your application on file and reach out when a suitable opportunity arises. Be part of a company that is transforming agricultural markets-apply today!

Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We're seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you'll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you'll receive the training and support you need to run your own business and build a rewarding career. WHAT WE CAN OFFER YOU: Step into a career with earnings from $36,000-$75,000 in your first year, plus uncapped incentives once you complete training - where your effort determines your earnings! $1000 bonus after successful completion of trainee period and promotion to a Financial Representative. An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor. 401(k) plan with a 2% company contribution and 6% company match. Work-life balance with vacation, personal time and paid holidays. See our benefits and perks page for details. Applicants for this position must not now, nor at any point in the future, require sponsorship for employment. WHAT YOU'LL DO: You'll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings. You'll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test. You'll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media. You'll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits. You'll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process. WHAT YOU'LL BRING: Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel. Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam. Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program. Be highly self-motivated and results-oriented, working both independently and as part of a team. Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments. You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do. PREFERRED: Knowledge of the Insurance/Financial Services industry, products and marketing practices. Bachelor's degree or equivalent preferred but not required. We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply! After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at careers@mutualofomaha.com. Fair Chance Notices

Job Description At COUNTRY Financial - Matt Reed Agency, we combine over 50 years of industry experience with a genuine commitment to helping our clients. We specialize in all lines of insurance and financial services, offering personalized guidance and dependable support to every individual and business we serve. Our office is client-focused and built on teamwork. We take pride in being a supportive, energetic group that values integrity, communication, and growth. If youre looking for a workplace that feels both professional and personal, this is the place to grow your career. As an Insurance Customer Service Representative, you will play an essential role in delivering outstanding client experiences. From handling inquiries and processing policy updates to supporting our agents and helping clients understand their coverage, youll be the face of service excellence in our agency. Base pay: $35,000-$45,000 (based on experience) Paid time off (PTO) and paid vacation Mon-Fri schedule with evenings and weekends off Retirement plan Hands-on training and mentorship Supportive team culture Home office support If youre motivated by helping others, thrive in a team environment, and want a role that keeps you engaged and growing, we encourage you to apply today! Benefits Annual Base Salary + Bonus Opportunities Paid Time Off (PTO) Hands on Training Mon-Fri Schedule Retirement Plan Evenings Off Weekends Off Home Office Support Paid Vacations Responsibilities Provide a positive and professional client experience in every interaction Greet clients and prospects who visit the office Contact clients at risk of policy or contract cancellation Manage calendars, schedule appointments, and handle follow-ups Support marketing campaigns and community events Requirements Prior customer service or insurance experience preferred Property & Casualty license (or willingness to obtain upon hire) Strong communication and interpersonal skills Organized and detail-oriented with excellent time management Team-oriented attitude with a proactive, doer mindset

The Private Banking Associate creates, collects, analyzes, exercises judgment and advises members on Private Banking products and services. This position is responsible for maintaining organization of the private banking portfolio and coordinates meeting all business and regulatory deadlines. This position is also responsible for assisting and serving as backup to the Private Banking Relationship Manager in all aspects. GREENSTATE CULTURE: At GreenState, our purpose is to create lasting value for our members, our communities, and one another. We empower our teams to create opportunities that strengthen financial well-being, transform lives, and enhance the vitality of the communities we serve. We know our success-now and in the future-is deeply rooted in fostering an engaging, diverse, and inclusive workplace where everyone knows they matter, their work makes an impact, and their everyday commitment to living our values is what brings our mission to life. Salary range for this position is $79,173.90 - $92,563.38 with a progressive benefit package. Essential Duties and Responsibilities Performs essential duties and responsibilities in the following areas which may include but are not limited to those listed and are subject to change. Adheres to the Credit Union's core values and Service Standards in conducting GreenState's mission and vision. Demonstrates a positive member service (internal and external) focus at all times. Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities. Ensures confidentiality of member information. Supports a diverse and inclusive work environment. Plays a vital role in participating in community service organizations and/or credit union sponsored events, on an annual basis. Adheres to all state, federal and credit union regulations, policies and guidelines. Answers phones and assists with inquiries about private banking when the Relationship Manager is unavailable. Gathers all required applicant information and financial documents to open deposit accounts, submit loan inquiries, and track private banking qualifications/reviews. Fields and returns phone calls and emails for Private Banking Relationship Managers. Schedules the closing appointment with all necessary parties. Organizes loan and deposit files with all necessary documentation and submits files to auditors when needed. Maintains the file documentation database and tracks exceptions reporting. Monitors and adjusts variable rate loan rates, payments, etc., as needed. Works collaboratively with Marketing, Knowledge Base, Service Training, and VP Treasury Management to ensure consistency and accuracy of continued education of Private Banking. Assists in the completion of agreements, set up forms, and procedures. Troubleshoots all deposit account issues and works with co-workers and business members concerning these issues. Creates monthly reports for management as requested. Performs Other duties as assigned. Job Requirements/Expectations Bachelor's degree, plus at least three years in private banking, commercial banking/treasury management, training, or equivalent combination of education and experience. Work experience must demonstrate progressive levels of responsibility in a finance and/or compliance environment. A thorough understanding of the financial institution's policies and procedures is required. Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, business members, and the general public. Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry. Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Proficiency with word processing, spreadsheets, and internet. Reports to work punctually, works all scheduled hours, and works overtime as necessitated by business demand. Must be bondable. Reporting Relationship This position reports to the SVP Wealth & Premier Banking. Supervisory Responsibilities This position is not responsible for the supervision of others. Equal Opportunity Employment Statement GreenState Credit Union is an EEO/AA Employer. We strongly encourage all individuals to apply for openings with the credit union. #LI #ID

About Global Atlantic Global Atlantic is a leading provider of retirement security and investment solutions with operations in the U.S., Bermuda, and Japan. As a wholly-owned subsidiary of KKR (NYSE: KKR), a leading global investment firm, Global Atlantic combines deep insurance expertise with KKR's powerful investment capabilities to deliver long-term financial security for millions of individuals worldwide. With a broad suite of annuity, preneed life insurance, reinsurance, and investment solutions, Global Atlantic, through its issuing companies, helps people achieve their financial goals with confidence. For more information, please visit *********************** Job Title: Client Care Advocate - Preneed Location: Des Moines, IA Start Date: February 23, 2026 Pay: $19.54 per hour + overtime pay Training Schedule: 6-8 weeks (Monday-Friday, 7:30 am - 4:00 pm CST) Post-Training Schedule: 8-hour shift, Monday-Friday, hours after training will be 8:30-5pm CST, need to be flexible with shift time Perks and Benefits: $500 cash sign-on bonus All IT equipment provided Hybrid work schedule after training period Free lunch and parking Referral bonuses Eligible for annual bonus Comfortable workspaces and game rooms PTO, Sick Days, Paid Company Holidays Free health insurance - employee & children levels based on salary band Training & career advancement 401(k) match and equity opportunities Tuition, adoption, and lifestyle reimbursement RESPONSIBILITIES: Understands insurance products, procedures, and system capabilities Responds to inbound calls providing excellent customer service Documents telephone conversations and written communication into a computer database or tracking system maintaining accurate corresponding hard copy files where applicable Receives and resolves telephone inquiries from parties of the contract within service standards Identify, communicate, and proactively work to solve problems or issues Accurately answer all consumer/customer questions regarding all Global Atlantic products and accurately articulate features, advantages, and benefits and understanding the variances by State Investigates client request or complaints utilizing system and contract provisions to provide resolution within established administrative and compliance guidelines Focuses on Global Atlantic's long-term success by building strong (internal and external) customer relationships Responsible for reporting to work at the start of scheduled shift and must be comfortable with having all calls recorded for quality assurance. Main contact for assigned sales representatives, accounts, and states Provides a broad range of technical and operational support to clients and agents Knowledgeable in using reporting tools and using good judgment when supplying reports to external customer and ensuring no breach in privacy Participation in team meetings Provides other duties as assigned by management REQUIRED QUALIFICATIONS: High School diploma or GED required 1+ years of work experience in customer service Strong PC and Software skills, especially Microsoft Office products Insurance industry knowledge is a plus PREFERRED QUALIFICATION: Proven ability to grasp new products, concepts, and procedures Understanding of the industry, sales process, and distribution channel Strong attention to detail with excellent organizational skills Great interpersonal and team skills required Strong written and oral communication skills Excellent phone presence and presentation Ability to maintain positive attitude and composure in dealing with difficult situations Demonstrated flexibility with schedules and time management This role is not eligible for visa sponsorship now or in the future Privacy Statement Our employees are in the office 5 days per week in New York and 4 days per week in all other offices. If you have questions on this policy or the application process, please reach out to ***************** Global Atlantic reserves the right to modify the qualifications and requirements for this position to accommodate business needs and regulatory changes. Future adjustments may include obtaining specific licenses or certifications to comply with operational needs and conform to applicable industry-specific regulatory requirements, state and federal laws.

Full-time Description At Iowa State Bank, our New Account Rep is responsible for providing exceptional customer service while assisting customers with opening and managing various bank accounts, identify customer needs to recommend suitable products and services, and ensure a positive banking experience while adhering to compliance and regulatory guidelines. Requirements Provides exceptional customer service by greeting customers and assessing customer needs. Answer questions regarding Bank products and services. Opens new deposit accounts Manages customer portfolio, services relationships and cross sells appropriate products and services to meet customer needs, assuring customer satisfaction, and achieving personal and retail sales goals Makes appropriate customer referrals to other Bank functional areas Effectively handles more complex customer problems and inquiries as well as ensuring that resolution and follow-up are completed in an accurate and timely matter Daily account maintenance with no or limited errors Handle customer transactions including but not limited to: account deposits, withdrawals, loan payments, cashing checks, check deposit hold, cash advances, stop payments, gift cards, and issue Cashier's Checks Answers telephone calls to assist customers with questions or requests Perform teller duties Perform bookkeeping functions including proofing, balancing, and processing of checks and bank tickets May be asked to travel to other branch locations to assist in new account duties as needed to ensure adequate coverage Qualifications: Strong customer service and communication skills Proficiency with software and computer systems Excellent attention to detail and organizational skills Ability to work independently and as part of a team Live in or involved in the Orange City market Salary Description $18-23/ hr Depending on experience

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

Job DescriptionBenefits: Retirement Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Are you a veteran with an unwavering sense of mission? Do you excel in navigating challenges and striving for excellence both in your military service and civilian career? The Funk Group of Northwestern Mutual is seeking to onboard a new Financial Representative to our team. We are a united group of determined, ambitious professionals, eager to make a difference in peoples lives as we accelerate the growth of our district office. Click the link below to hear Robert Novanty's inspiring journey from serving with the US Marines to a successful career in civilian life at Northwestern Mutual: ************************************************************** 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 life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Meet Our Team: Mark Funk - Managing Director: How long with NM? 26 years Prior Experience? Started with Northwestern Mutual in college as an intern while pursuing his finance degree. Passionate About? He and his wife love to travel and spend time with their family at their properties in Montana and Florida. Mark also enjoys playing golf and hunting at his cabin in Northeast Iowa. Nick Jans - Wealth Management Advisor: How long with NM? 2 years as an intern and 11.5 years full-time Prior Experience? Studied Business at UNI and worked at Scheels. Passionate About? Nicks central focus outside of work is his family life he and his wife Kelly have been married almost 10 years, and they have three kids: Talon (5), Brooks (3), and Navy (1). He is also very passionate about bow hunting, land management, and fly fishing. Nick enjoys anything outdoors. Eric Sikkema - Wealth Management Advisor: How long with NM? 12.5 years with Northwestern Mutual Prior Experience? Worked for a golf course before joining Northwestern Mutual. Passionate About? Eric enjoys travel, spending quality family time, participating in sports, and golfing. Owen Ward - Certified Financial Planner: How long with NM? 7 years Prior Experience? Started his career right out of college. Passionate About? Owen is passionate about spending time with his family, traveling, and cheering on the Hawkeyes. Ally Dana - Development Director: How long with NM? Almost 10 years! Prior Experience? I graduated from UNI in Leisure Services and interviewed with NM my senior year, despite no prior financial services experience. After learning more about the company, I joined NM the Monday after graduation. Passionate About? I enjoy spending time with my husband, daughter, and dogs, practicing barre/pilates/yoga, being outdoors, and traveling. Mark Hubbard - Wealth Management Advisor: How long with NM? Mark has worked with NM for 20 years. Prior Experience? Mark was a middle school teacher and football coach. He retired from coaching after 20 years, having spent 23 years in the education and coaching profession. Passionate About? Mark enjoys spending time with his wife, Angie, and their kids, following their childrens sports schedules. Hes also passionate about hunting, boating, working out, and reading. 2030 Office Vision by Managing Director, Mark Funk: After 22 years as Managing Director of the Waterloo District, we are proud of our growth and progress. We are on track to exceed Project 100, introducing 100 new individuals to this career by 2033, and our newest generation is growing at an exceptional rate. The average revenue of our seasoned advisors has increased significantly, and our leadership team continues to expand, with Ally and three Growth and Development Directors leading the way. Our Internship program is consistently introducing new talent and our team culture is strong, focused on family, and enjoying the remarkable opportunities we've created. Position Overview: As a Financial Representative you will play a critical role in helping clients secure their financial futures through comprehensive insurance solutions. Your responsibilities will include: Client Assessment: Evaluate clients' financial needs and goals to recommend appropriate insurance products. Customized Solutions: Develop personalized insurance plans that align with clients' long-term financial strategies. Relationship Building: Establish and maintain strong relationships with clients, offering continuous support and advice as their needs evolve. Product Knowledge: Stay informed about the latest insurance products and industry trends to provide clients with the best options available. Compliance and Ethics: Ensure all recommendations and sales comply with company policies and regulatory requirements, maintaining the highest ethical standards. What Our Representatives Value: Potential for abundant, consistent, and predictable results. A collaborative, high-support team environment, fostering growth and camaraderie. Full business development process training and support for seamless operations. Proven operational systems and cutting-edge technology for enhanced agent efficiency. Achieving high performance while maintaining a great quality of life. A company experiencing rapid growth, offering leadership opportunities for top performers. Candidate Characteristics: Individuals who value taking ownership and responsibility, acting as active participants rather than mere spectators. People who prioritize understanding the "who, why, and how" behind actions more than just the "what." Savvy communicators who find joy in simplifying complex decisions for others. Generous souls who gladly treat others without hesitation. Ambitious thinkers who embrace boundless opportunities and possibilities. Advocates for teamwork and cooperation, where everyone contributes equally. Passionate about their work, yet approachable and good-natured in their demeanor. Benefits: Strong Earnings Potential: Combining first year income and unlimited upside. Significant bonus opportunity commensurate with outcomes. Dental insurance. Health insurance. Life insurance. Retirement plan. Vision insurance. Education: Bachelor's Degree (preferred) Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Mark Funk is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

Step into a thrilling career as a Personal Representative at Community 1st Credit Union at our Pella location! Here, you'll be on the front lines, bringing passion and empathy to every interaction. This dynamic role offers the excitement of connecting with members, helping them achieve financial success, and being part of a high-energy team that thrives on innovation and excellence. Be part of a culture that embraces flexibility and fun, where every day is a chance to make a difference. Your passion for service will shine through in every interaction, creating lasting connections with our community. Don't miss this exhilarating opportunity to elevate your career while contributing to a mission that truly matters! Benefits package includes: Medical, Vision, Dental, Flexible Spending Account, Education Reimbursement, Life Insurance, PTO, Paid Volunteer Time, Sick Time, and an amazing 401K plan (10% company contribution). C1st is proud to consistently be rated as a Top Workplace in Iowa. What would you do as a Personal Representative As a Personal Representative at Community 1st Credit Union, your day-to-day expectations will be as dynamic as they are rewarding! You'll engage with members, answering questions and providing personalized solutions that foster their financial growth. Every interaction will be an opportunity to showcase your empathy and member-centric approach. You'll process transactions with accuracy and efficiency while anticipating member needs and ensuring prompt service. Expect to collaborate with a high-performing team, brainstorming innovative ways to enhance member experiences. You'll also participate in ongoing training and development to stay ahead in the ever-evolving financial landscape. Embrace a friendly environment that encourages open communication and teamwork, where your contributions will help shape the future of our community! Your passion for service will guide you as you connect members with the tools they need to succeed. What matters most To thrive as a Personal Representative at Community 1st Credit Union, you'll need a unique blend of skills. Exceptional communication abilities are crucial as you engage with diverse members, ensuring clarity and understanding in every interaction. Empathy and active listening will allow you to connect deeply with members and address their individual needs effectively. Problem-solving skills are essential, enabling you to identify creative solutions that enhance member satisfaction. A member-centric mindset will drive you to prioritize member experiences, making every interaction a positive one. You should also exhibit a strong sense of integrity, ensuring trust and transparency in your communications. Additionally, being adaptable and flexible will help you thrive in a fast-paced environment, and being a team player will foster collaboration, contributing to a fun yet professional workplace culture. Your passion and high performance will set you apart as you strive for excellence in every member interaction! Our team needs you! At C1st, employees are not only encouraged to get involved in their communities - but they are also actively supported, as C1st offers paid volunteer time for all employees. If you're looking to join a team that makes a difference both at work and in the community, C1st is the place for you. If this sounds like the right job for you, don't wait - apply today to join our team. We look forward to hearing from you!

Job DescriptionDescription: Are you a people person? Do you care about your community? Have you always wanted to work somewhere that treats you like family? Do you love helping people? We have a great opportunity for you as a Financial Service Representative at CUSB Bank!! About Us CUSB Bank is a family owned, community minded institution that has been around for over 135 years and pride ourselves on being large enough to offer everything a customer needs while remaining small enough to know them by name. CUSB is committed to our employees and their families; believing work-life balance is a key to a happy employee and healthy workplace. Our company is built on 5 pillars: Communication, Trust, Collective Responsibility, Caring, and Pride. We take these 5 pillars into account in everything that we do at CUSB Bank. Position Summary The Financial Service Representative (FSR) role is responsible for delivering superior customer service in assisting customers with account needs, conducting financial transactions between customers and the Bank, handling customer inquiries and providing appropriate solutions for CUSB Bank customers with utmost accuracy and confidentiality. Benefits In addition to a competitive pay rate we offer many benefits including but not limited to; Health, Dental, Vision, Life, and Disability benefits Traditional and ROTH 401k options with 3% company match and profit sharing Incentive Compensation based on yearly company performance Generous paid time off Clothing allowance A positive, professional atmosphere with a healthy dose of fun Responsibilities Provide exceptional customer service at every opportunity, including making customers aware of our fantastic products and services Exercise discretion, judgment and initiative Assisting customers with account needs including the opening and maintaining of all retail accounts and servicing of electronic banking services Handle and balance a cash drawer per bank procedures and guidelines Process checking and savings transactions; mortgage and retail loan payments; and Mastercard/VISA transactions Assist customers with gift cards, cashier's checks, money orders, and savings bonds Assist customers with renting and entry to their safe deposit box Cross-train within the department and ability to work as FSR or Teller at any given location as may be required Requirements: Requirements High school diploma or general education degree (GED) or one to two years of relevant experience and/or training or equivalent combination of education and experience. Ability to operate the following equipment: PC and printer, telephone, calculator, copy and fax machines. Working knowledge of Microsoft Office, i.e. Word, Excel, and Outlook. Demonstrate math skills as required to this position which includes adding, subtracting, multiplying, and dividing. Oral and written communication skills as appropriate to this position. Ability to read, write and speak the English language. Ability to write reports, business correspondence, and procedure manuals. Reasonably regular and predictable attendance. Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. CUSB Bank is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin.

About us Custom Electrical Services is a small business in Clive, IA. We are a professional electrical contractor that provides service throughout central Iowa. Our work environment includes: Relaxed atmosphere Casual dress code Daytime schedule No nights, holidays, or weekends! Ever! Small business/family atmosphere Attention all customer service superstars! We are a leading electrical contractor in Clive, Iowa looking for an experienced CSR/Dispatcher to join our team. Responsibilities Field incoming phone calls and form submissions from customers. Dispatch service technicians to appropriate locations in a timely and efficient manner. Monitor all assigned technicians in a timely and efficient manner. Monitor all assigned drivers to ensure on-time performance. Provide exceptional customer service to all clients. Enter data for job costing. Requirements Previous experience with ServiceTitan software is preferred but not required. Must be 18 years of age or older. 6 months previous experience as a CSR or dispatcher is preferred. Excellent communication and organizational skills. Must be able to multitask and organizational skills. Ability to work independently and as part of a team. Strong problem-solving skills and attention to detail. Background check and drug screen required. If you meet these requirements and are looking for an exciting new opportunity with room for growth please submit your resume today. We can't wait to hear from you!

Job DescriptionBenefits: Bonus based on performance Competitive salary Flexible schedule Paid time off Training & development ROLE DESCRIPTION: As a Financial Services Representative with Lane Madsen State Farm, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Use a customer-focused, needs-based review process to educate customers about insurance options. Work with the agent to establish agency and personal goals Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. QUALIFICATIONS: Must be able to obtain relevant financial service licenses. Proven experience working as a financial services representative (desired but not required). Proficiency in Microsoft Office applications. Strong mathematical skills. Excellent organizational and problem-solving skills. Effective communication skills. Exceptional customer service skills. Successful track record of meeting sales goals/quotas preferred (desired but not required). BENEFITS: Salary plus commission/bonus Paid time off (vacation and personal/sick days) Profit sharing potential Growth potential/Opportunity for advancement within my office

Job DescriptionBenefits: 401(k) matching Dental insurance Health insurance Paid time off Training & development Vision insurance Bonus based on performance Position Overview State Farm Insurance Agent located in Iowa City, IA is seeking an outgoing, career-oriented professional to join their team. As a State Farm team member for Chad Burtch - State Farm Agent, you will build and develop customer relationships within the community to promote State Farm products including auto, home and life insurance. Responsibilities Use a customer-focused, needs-based review process to educate customers about insurance options. Work with the agent to establish and meet marketing goals. Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. As an Agent Team Member, you will receive... 401K Salary plus commission/bonus Group life and long-term disability Health benefits available Paid time off (vacation and personal/sick days) 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 Successful track record of meeting sales goals/quotas preferred Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams Self-motivated Detail oriented Ability to make presentations to potential customers Property and Casualty license (must be able to obtain) Life and Health license (must be able to obtain) Series 6 and 63 (must be able to obtain) 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.

Job DescriptionBenefits: Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance At Northwestern Mutual of Northeast Iowa, our mission is simple yet powerful: to create the most financially secure communities in America, one person, one family, and one business at a time. We are dedicated to building a team of the highest caliber advisors, with the ultimate goal of becoming home to the most trusted financial professionals in the region. With the highest retention rate in Eastern Iowa and the distinction of having the most women advisors in the area, our office is a testament to the success of our people-first approach. Our culture emphasizes collaboration, growth, and a shared commitment to delivering excellence in every client relationship. Beyond business success, we are deeply committed to making a positive impact in our local communities. Our office proudly supports several charitable initiatives, including Special Spaces in Dubuque, Alexs Lemonade Stand, and the University of Iowa Children's Hospital, specifically for cancer research and the nurses' fund. These efforts reflect our belief that success is about more than just financial achievementsits about giving back and helping those in need. Joining our team means becoming part of a mission-driven culture where you have the opportunity to grow your career while also making a meaningful difference in the lives of others. Our thriving office is located: 2728 Asbury Rd Suite 810. Dubuque, IA 52001 Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: **************************** 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 life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Meet Some of Our Local Leaders, the Heartbeat of Our Business: Matt Schulte - Managing Director: How long with NM? Over 25 years, including 13 as Managing Director. Prior Experience? Has worked with NM for most of his adult life, beyond college. Passionate About? Grew up on a farm, enjoys serving people, working with numbers, and spending time with his wife, Keri, and their four teenage children. He loves hunting, fishing, and living on his 43-acre "fun farm." Kinsey Meyer - Development Director: How long with NM? Over 6 years. Prior Experience? Graduate of Iowa State University with a background in retail clothing; developed her own business, Miss Meyers Clothing Consignment. Passionate About? She enjoys staying active with running, biking and hiking with her Corgi, Cash, spending time with family and friends and building quality relationships. Lexie Meyer - Financial Advisor: How long with NM? Since April 2021. Prior Experience? Worked in agriculture, helping dairy farmers with herd record management. Passionate About? Spending time with her family, including her two young boys, husband (who trains horses), and enjoying farm life. She loves trail rides, spending summer days on the Mississippi River, staying active with fitness, and reading fiction books. Dusty Jentz - Financial Advisor: How long with NM? Since May 2016, with experience in 4 different offices (Ames, Des Moines, Minneapolis, and Dubuque). Prior Experience? Only worked at NM, grew up on a family farm, and was an athlete before transitioning to finance. Passionate About? Married to Carli since 2017 and loves spending time with their son. He enjoys family time, working on the family farm, disc golfing, and following high-level sports, particularly Cowboys football. Jacob Kluesner - Financial Advisor: How long with NM? Interned in August 2016 and became full-time in January 2018. Prior Experience? Extensive engineering experience, including at John Deere, and worked as a finance manager at a car dealership before choosing NM full-time after graduation. Passionate About? Spending time with his large, close-knit family, his significant other and their children, and his two Labs. He enjoys outdoor activities like hunting, fishing, and camping. Jacob also follows college and professional sports and has a passion for cars, especially trucks and sports cars. About the Financial Representative Role: As a Financial Representative 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. Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available). 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. 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. Matt Schulte is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

Job Description Do you enjoy getting to know new people and having conversations? Then becoming a Flexible Transaction Banker with First Bank would be a great fit for you! As a Flexible Transaction Banker, you will interact with customers each day providing exceptional service and accurately completing transactions on their accounts. You will build relationships with our customers to better understand their needs and offer services that fit their needs. Duties include: Customer Service: Process monetary transactions for customers, such as cashing monetary instruments, making deposits, withdrawals, and payments for mortgages, consumer loans, etc. Create money orders, official checks, etc. Scan transactions into system for processing Provide timely, courteous and professional customer service Build appropriate relationships with customers to better understand their banking needs Responsible for having an in depth understanding of transactional processes and retail bank products Assist customers with resolution of account concerns and issues Promptly and cheerfully answer phone calls and greet in a professional manner. Cash Handling: Accurately process transactions evidenced by balancing daily Ensure assigned cash drawer is kept secure at all times Keep cash drawer within assigned drawer limits Balance ATM, vault, etc. as assigned Referrals: Responsible for having at minimum a general understanding of all products the bank offers and presenting bank products as solutions to customers Support the overall sales effort by referring customer to others within the bank for financial solutions Participate in retail product campaigns the bank initiates Other: Work as one collective bank team and assist in other departments as needed Understand and comply with the related laws and compliance regulations that pertain to the position including but not limited to bank secrecy act, confidentiality, privacy, and funds availability policy Complete training as needed or required Other duties as assigned To service our customers, you will excel at processing bank transactions including but not limited to deposits, withdrawals, payments and creating cashier's checks. Cash handling is another important aspect of this position and must be done accurately. Hours for this position vary based on need and availability but generally average around 20 hours per week over the entire year. Since this is a flexible position, we may be able to accommodate unavailability on certain days and work around other commitments, however, availability to work at least two Saturdays per month from 8:30am to 11:00am is required. This position may work at our Waverly, Plainfield or Cedar Falls offices. If this sounds like fun and you have good attention to detail, good communication skills and can adapt easily to new situations, apply today! EOE, including disability/vets

Job Description Must live in Bettendorf, Iowa or surrounding community We are seeking a motivated, community-minded professional in the Bettendorf, Iowa or surrounding region to step into a successor role for an established book of business within the insurance and financial advising field. This is a unique, long-term career opportunity for someone who wants to grow into a leadership and ownership position while serving a loyal, well-maintained client base. As a successor advisor, you will work closely with the existing advisor to ensure a smooth, relationship-focused transition over time. This role is ideal for someone who is passionate about helping individuals and families protect their assets, plan for retirement, and make sound financial decisions. Whether you are looking for a change or seeking to align with a company that offers superb resources, training, benefits and room for growth, you can take your career to the next level in this position with us at the New York Life Iowa general office. This career position includes: Running a client-based practice of your own with the backing and support of a Fortune 100 company. Providing clients with long-term financial strategies to help achieve their financial goals through products in life insurance, investments+, annuities and mutual funds+. Understanding the needs and financial concerns of clients as well as educating clients on how to prepare for their future financially if an unfortunate life circumstance occurs. Promoting customized ways for clients to achieve their long-term financial goals. Cultivating quality relationships with clients to establish opportunities to help their family members pursue financial security. Networking and prospecting new clients to maximize your client-based practice. Qualities New York Life looks for include: Located in Bettendorf, Iowa or nearby community. Experience in insurance, financial adivising, or related fields. Sales experience Active insurance licenses (or willingness to obtain) FINRA securities licensing - Series 6/63, 7/66 (or willingness to obtain) Entrepreneurial mindset with desire for continuous learning. Strong communication skills - excellent listening skills and ability to explain complex information in a simple and concise manner both verbally and on paper. Strong business acumen and professional business demeanor. Eagerness to network, ability to develop relationships and sincere desire to help others. Desire to engage your community and leverage personal networks/contacts. It's your career and you deserve control of your growth. New York Life helps set you up in every way to have a successful career but you're in control. As a financial professional, your ambition, your sales, and your attitude determine your income. As well as the opportunity for growth within the company's career paths. At New York Life, you receive the benefits of: Ongoing access to local managers, team member collaboration and being paired with a seasoned agent for mentorship. Full-time trainers who are extremely proficient in teaching the information and skills needed to lead you to career success both financially and in growth within the company. Support from corporate development managers and product consultants to assist you. Access to state-of-the-art marketing support. Compensation: Commission-based compensation dependent on agent sales performance. The more you sell, the more you get. Agent compensation is not guaranteed. Average range is from $90,000 - $150,000 for the first year. Benefits include medical, dental, vision, a 401(k) and pension. Please note: We, unfortunately, can only accept applicants who are either a U.S. Citizens or reside within the United States. And live in the state of Iowa. About New York Life: New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success for our clients.