Finance Representative jobs at Modern Woodmen of America

The purpose of the Financial Representative is to meet the middle-income client needs for risk protection, financial security, and wealth creation by educating clients, analyzing needs, and recommending solutions in an ethical and client-focused manner. The Financial Representative provides financial solutions to the right people, in the right way, for the right reasons. Responsibilities Identify market(s) and develop appropriate marketing plan. Prospect and network for middle-market clients by identification of qualified names and making initial contacts. Contact and secure appointments with prospective and existing clients for the purpose of sales, conservation and service. Adequately prepare for all appointments through established processes. Conduct all appointments using Western & Southern Life consultative practices and processes. Effectively sell insurance and investment solutions. Effectively plan for and schedule all sales, marketing and service activities for the week and foreseeable future. Market for the purposes of developing the Western & Southern Life brand at the local level. Proactively develop community relationships to cultivate and strengthen presence in target market(s). Maintain personal contact with clients to ensure their evolving financial needs are being met. Engage in activities for continuous professional development of the skills and knowledge to effectively perform the duties of the job. Accurately maintain client and company records, payments, etc., in a timely manner. Operate an automobile during both day and night hours. Qualifications High level of integrity. Strong work ethic and willing to work hours that include weekday evenings and weekend hours. Strong interpersonal, relationship, and influence skills. Effective communication skills including listening, speaking and writing. Ability to analyze client needs, understand financial products, complete collaborative discovery with client, and sell tailored solutions. The ability to influence others to take needed action. Demonstrate personal drive and resilience to achieve goals. Willing and able to network for new clients. Educational Requirements Minimum high school diploma or equivalent; college degree preferred. Computer Skills and Knowledge of Hardware & Software Required Working knowledge of word processing and spreadsheet applications. Working knowledge of internet and email. Certifications & Licenses (i.e., Series 6 & 63, CPA, etc.) Obtain and hold State Life and Health license prior to hire. Position Demands Access to an automobile and ability to maintain a valid driver's license.

Job Description The Financial Professional position is a client-based role where you run your own practice, but have the support of a Fortune 100 company. As a Financial Professional with New York Life, you will guide individuals, families, and businesses alike into the financial future they desire by utilizing our expansive insurance and financial product lines. You'll help solidify your own future as well because you'll have the opportunity to own your career while being aligned with a company where hard work is valued and rewarded. Successful financial sales are rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today! Traits of Our Most Successful Associates: Passion to help people Integrity Attitude for success Enthusiasm Self-discipline Resilience Goal-Oriented Coachable Compensation: $75,000 - $105,000 at plan earnings Responsibilities: Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs Gather and assess each client's financial information to accurately determine factors, including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects Embrace the role of a structured yet coachable team player, open to continued education and training from other team members Qualifications: Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools is strongly preferred Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients Though not required, a valid FINRA Series 7 and 63/66 license is considered a plus About Company New York Life Greater Atlanta's mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life Greater Atlanta and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. We have always believed in helping people like you, families like yours, and businesses of all kinds create, protect, and preserve their financial security. Since 1845, we've been doing just that. New York Life Greater Atlanta is an Equal Opportunity Employer - M/F/Veteran/Disability/Sexual Orientation/Gender Identity New York Life 51 Madison Ave, New York, NY 10010

New York Life Insurance Company, a Fortune 100 company founded in 1845, is one of the largest mutual life insurance companies in the United States and one of the largest life insurers in the world. New York Life has the highest possible financial strength ratings currently awarded to any life insurer from all four of the major credit rating agencies. Job Description Mastering the Art of Financial Conversation to change lives of individuals and businesses Qualifications Enthusiasm Empathy Entrepreneurial Spirit Additional Information You will be part of a hyper growth organization that has clear plan for your future in terms, tools, training and career path with significant Marketing support in physical and social media.

New York Life Insurance Company, a Fortune 100 company founded in 1845, is one of the largest mutual life insurance companies in the United States and one of the largest life insurers in the world. New York Life has the highest possible financial strength ratings currently awarded to any life insurer from all four of the major credit rating agencies. Job Description Mastering the Art of Financial Conversation to change lives of individuals and businesses Qualifications Enthusiasm Empathy Entrepreneurial Spirit Additional Information You will be part of a hyper growth organization that has clear plan for your future in terms, tools, training and career path with significant Marketing support in physical and social media.

Job Description This position is a client-based role that has the support of a Fortune 100 company. As a Financial Professional with New York Life Greater Atlanta, you will guide individuals, families, and businesses alike into the financial future they desire by utilizing our expansive insurance and financial product lines. You'll help solidify your future as well because you'll have the chance to start your career while being aligned with a company where hard work is valued and rewarded. Successful financial sales are rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today! Traits of our most successful Associates: Passion to help people Integrity Attitude for success Enthusiasm Self-discipline Resilience Goal-Oriented Coachable The ideal candidate would be Bilingual in Spanish/English! Compensation: $75,000 - $105,000 at plan Responsibilities: Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs Gather and assess each client's financial information to accurately determine factors, including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects Embrace the role of a structured yet coachable team player, open to continued education and training from other team members Qualifications: Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools is strongly preferred Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients Though not required, a valid FINRA Series 7 and 63/66 license is considered a plus About Company New York Life Greater Atlanta's mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life Greater Atlanta and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. We have always believed in helping people like you, families like yours, and businesses of all kinds create, protect, and preserve their financial security. Since 1845, we've been doing just that. New York Life Greater Atlanta is an Equal Opportunity Employer - M/F/Veteran/Disability/Sexual Orientation/Gender Identity New York Life 51 Madison Ave, New York, NY 10010

New York Life Insurance Company, a Fortune 100 company founded in 1845, is one of the largest mutual life insurance companies in the United States and one of the largest life insurers in the world. New York Life has the highest possible financial strength ratings currently awarded to any life insurer from all four of the major credit rating agencies. Job Description BECOME A FINANCIAL PROFESSIONAL(Agent) ...FOR OVER 169 YEARS - NEW YORK LIFE Savannah & Augusta GA, Hilton Head, Bluffton & Beaufort SC BECOME A FINANCIAL PROFESSIONAL - NEW YORK LIFE New York Life is currently seeking self-motivated, driven individuals with a passion for making a positive impact on your community. Your collegiate experience as a student, a member of student organizations, a leader or a student athlete have given you the skills you need to launch a career in a company with an unmatched reputation and tremendous resources. Your entrepreneurial spirit and desire for personal growth can take you wherever you want to go, and New York Life can help. Job Requirements Our comprehensive training program will give you the tools you need to succeed and create the career success you envision. We are looking for people who possess the following background/characteristics: • Highly self-motivated and self-disciplined with ability to work effectively with little or no supervision • Outgoing personality with the ability to develop relationships • Organized, detail-oriented, and excellent time-management skills • Good communicator with excellent listening skills and ability to explain complex information in a simple and concise manner Here is what distinguishes this opportunity with New York Life: • Career Advancement - After two years as a successful agent, additional opportunities that may be available include: partner, development manager, product consultant, and Home Office opportunities in recruiting, marketing, or training. • Training - NYLIC University is one of the most comprehensive and well-respected training programs in the industry. • Constant Support - During and after formal training, you will receive continuous assistance from your manager and peers in your region and across the country to help you succeed. On-site trainers and product consultants are available to you and this is coupled with an entire division within the company located in the Home Office dedicated to providing agents with prospecting and sales ideas, product knowledge and application -- we want our new agents to be successful! • Integrity - “The Company You Keep" - Represent a company you can believe in, be proud of and begin a long-term career with. Being a New York Life Agent has its benefits. Benefits are an important part of your overall compensation. When you become a full-time Financial Professional with New York Life, you'll enjoy a comprehensive benefits package including a defined benefit pension plan, a 401(k) savings plan, health insurance, life insurance, tuition reimbursement, and more. New York Life's benefits package is more than an attractive feature; it's a valuable asset. Apply Today! EOE M/F/D/V 456907 CV 5/14/2014 Jim Robinson CLU, ChFC, CFP, MSFS New York Life 9 Park of Commerce Blvd, Suite 200 Savannah Georgia 31405-5834 Office: ************ Cell: ************ Qualifications Sales, financial advisor, entrepreneur, sales rep, account executive, account manager, insurance, financial rep, inside sales, outside sales, sales manager, entry-level sales, entry level sales Additional Information All your information will be kept confidential according to EEO guidelines.

New York Life Insurance Company, a Fortune 100 company founded in 1845, is one of the largest mutual life insurance companies in the United States and one of the largest life insurers in the world. New York Life has the highest possible financial strength ratings currently awarded to any life insurer from all four of the major credit rating agencies. Job Description BECOME A FINANCIAL PROFESSIONAL(Agent) ...FOR OVER 169 YEARS - NEW YORK LIFE Savannah & Augusta GA, Hilton Head, Bluffton & Beaufort SC BECOME A FINANCIAL PROFESSIONAL - NEW YORK LIFE New York Life is currently seeking self-motivated, driven individuals with a passion for making a positive impact on your community. Your collegiate experience as a student, a member of student organizations, a leader or a student athlete have given you the skills you need to launch a career in a company with an unmatched reputation and tremendous resources. Your entrepreneurial spirit and desire for personal growth can take you wherever you want to go, and New York Life can help. Job Requirements Our comprehensive training program will give you the tools you need to succeed and create the career success you envision. We are looking for people who possess the following background/characteristics: • Highly self-motivated and self-disciplined with ability to work effectively with little or no supervision • Outgoing personality with the ability to develop relationships • Organized, detail-oriented, and excellent time-management skills • Good communicator with excellent listening skills and ability to explain complex information in a simple and concise manner Here is what distinguishes this opportunity with New York Life: • Career Advancement - After two years as a successful agent, additional opportunities that may be available include: partner, development manager, product consultant, and Home Office opportunities in recruiting, marketing, or training. • Training - NYLIC University is one of the most comprehensive and well-respected training programs in the industry. • Constant Support - During and after formal training, you will receive continuous assistance from your manager and peers in your region and across the country to help you succeed. On-site trainers and product consultants are available to you and this is coupled with an entire division within the company located in the Home Office dedicated to providing agents with prospecting and sales ideas, product knowledge and application -- we want our new agents to be successful! • Integrity - “The Company You Keep" - Represent a company you can believe in, be proud of and begin a long-term career with. Being a New York Life Agent has its benefits. Benefits are an important part of your overall compensation. When you become a full-time Financial Professional with New York Life, you'll enjoy a comprehensive benefits package including a defined benefit pension plan, a 401(k) savings plan, health insurance, life insurance, tuition reimbursement, and more. New York Life's benefits package is more than an attractive feature; it's a valuable asset. Apply Today! EOE M/F/D/V 456907 CV 5/14/2014 Jim Robinson CLU, ChFC, CFP, MSFS New York Life 9 Park of Commerce Blvd, Suite 200 Savannah Georgia 31405-5834 Office: ************ Cell: ************ Qualifications Sales, financial advisor, entrepreneur, sales rep, account executive, account manager, insurance, financial rep, inside sales, outside sales, sales manager, entry-level sales, entry level sales Additional Information All your information will be kept confidential according to EEO guidelines.

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

Job DescriptionExperienced Financial Professional At New York Life, you're in control of your career journey. You can grow your practice with the backing of a Fortune 100company that is a leader in the financial services industry.New York Life is the largest mutual life insurance company in the United States and holds the highest financial strength ratings currently awarded to any life insurer in the United States.We proudly have more MDRT members than any other company and know what it takes to help you be successful. What we offer... Wide ranges of products to address clients' needs.With New York Life, you can offer diverse products and services to help meet your clients' protection and financial needs.These products include: life insurance, annuities, long term care insurance, disability insurance and investment productsoffered through our broker-dealer arm NYLIFE Securities LLC (member FINRA and SIPC), a Licensed Insurance Agency, andworkplace solutions offered by our Business Solutions division. You can also use our sponsored marketing agreements tooffer non-proprietary products to your clients, such as group health insurance. Enhance your wealth planning practice bybecoming a Financial Advisor with our investment advisory affiliate Eagle Strategies LLC, a Registered Investment Adviser.As a New York Life Agent, you will also have access to the company's Advanced Planning Group for large and complex casedesign and support for your clients. Flexibility to operate your practice.With the flexibility to work in one of our over 100 offices nationally or work in a detached location, New York Life provides astrong foundation for your success. Additionally, you can choose whether to market under the New York Life brand or yourown business name with a DBA. You have the flexibility at New York Life to do what's right for your practice.Support and development opportunities to grow your practice.New York Life will invest in you and your business from the start, with a product and developmental support team dedicatedto your success that will never compete with you for sales. Leverage New York Life's industry-leading learning platformfor continuing education and specialization. Through our Practice Models learning paths, we provide the opportunity tospecialize and hone market expertise in areas such as Financial Guidance, Retirement Planning, Wealth Advisory, and Estate Planning. Beyond formal continuing education opportunities and reimbursement for obtaining certain industryprofessional designations, New York Life offers strong peer-to-peer support options, including study groups and mentorshipopportunities. You'll also get rewarded and acknowledged with our sales incentives and professional development trips fortop performing agents. How we will compensate you.You have the power to drive your own income with our commission-based compensation. The average income of our agentsunder the N8 and N9 Agent's Contract who met annual minimum sales production requirements in 2022 was $115,917.In that same year, the average income of the top 50 of those agents was $1.59M.Benefits include medical, dental, vision, a 401(k) and pension. About New York Life...As a mutual company, New York is accountable only to our policyholders. That means we are fully aligned with the interest ofour clients, not with outside investors or Wall Street. Our focus is on delivering value to our clients. We have been in businessfor over 175 years, helping generations of Americans protect their families and attain their financial goals. Every year since1854, we've paid dividends to eligible policyholders.To prepare for the future, we are constantly innovating and looking aheadto find more ways to increase value for our clients. Awards & Accolades... We're proud of our financial strength A++ Superior (A.M. Best) AAA Exceptionally Strong (Fitch) Aaa Exceptional (Moody's) AA+ Very Strong (Standard & Poor's) We're proud of the training we offer Training Magazine's APEX Award for 2022 We're proud the be recognized by organizations that also value diversity Latino Leaders: 2022 Best Companies for Latinos to Work For Human Rights Campaign: 2022 Corporate Equality Index Forbes 2022: America's Best Employers for Diversity We're proud of the help we've provided and continue to provide our clients10 5.3 million lives protected (includes all owners of individual life insurance and annuity policies) $4.5 billion in living benefits awarded (includes life and annuity cash value accumulation and qualifying policy dividends Dividends are not guaranteed.) $579 million lifetime annuity income paid (includes all payouts on individual income annuity products) Nearly $1.2 trillion life insurance protection in force (includes term, whole, and universal life)11 New York Life is an Equal Opportunity Employer - M/F/Veteran/Disability/Sexual Orientation/Gender Identity

WHO WE ARE Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success. WHAT WE'RE LOOKING FOR The Risk Advisor is responsible for new insurance account production and sales activities within assigned accounts. The individual in this position conducts research in the market and develops a base of business to educate, promote and sell insurance services, keeps current on business community activities to obtain leads for business development activities, and maintains and services a profitable book of insurance business for existing clients. The Risk Advisor projects a professional company image through all interactions with clients, insurance carriers, co-workers and others. A GLIMPSE INTO YOUR DAY * Contacts current, past and potential clients to solicit new and renewed business. * Follows up on leads and responds promptly and efficiently to referrals. Listens attentively to the needs of the client and makes recommendations accordingly. Requests referrals from current insurance clients. * Creates and maintains accurate and up-to-date client lists assuring their needs are realized and that they are provided with relevant insurance information appealing to their specific needs. * Designs custom insurance plans for clients and recommends appropriate coverage, which are appropriate for them. Surveys loss exposures, needs, and possible uninsurable or difficult to ensure exposures for clients. Pre-qualifies insurance prospects for insurability and quality of risk. * Assures clients are educated concerning agency payment expectations and cancellation procedures. * Collects premiums and past-due premiums from clients for purchases of new and upgraded coverage and obtains signatures on applications for clients as required. * Assures clients are provided with the necessary documentation and information for record-keeping purposes. Creates letters to clients offering coverage, share information and advice regarding insurance matters. * Prepares summaries of insurance, schedules and proposals. Reviews audits of policies and verifies their accuracy. Assures necessary corrections between the client and the carrier are facilitated. * Works with Customer Service Reps and/or Managers to review existing policy coverage, upgrade accounts and remarket when possible. Collects information from clients to prepare schedules of insurance, summaries and renewal proposals. * Reviews appropriate policy change requests and other account activity. Documents automated files as appropriate. * Participates in insurance marketing events, seminars, trade shows, telemarketing events and continuing education. Reads and interprets technical manuals and insurance information from carriers, vendors, publishers, etc. * Prepares a variety of status reports, including activity, closings, follow-up and adherence to goals. * Documents coverage, exclusions and other specific information on the automated file. Provides detail pertaining to non-standard coverage limitations and binding restrictions to lower errors and commissions exposures. * Performs other duties and special projects as assigned. WHAT YOU'LL NEED TO BE SUCCESSFUL IN THE ROLE * Property and Casualty Insurance License and/or Personal Lines Insurance License is required and must be maintained. * College degree in Sales, Marketing, Business or other relevant discipline preferred. * 3 to 5 years' sales experience in the insurance industry is preferred. * Experience working with complex personal lines coverage. * College degree in Sales, Marketing, Business or other relevant discipline preferred. * 3 to 5 years' sales experience in the insurance industry is preferred. * Experience working with complex personal lines coverage. * Proficient skills in Microsoft Office (primarily Excel, PowerPoint and Word). Must be computer literate with the ability to learn new software applications. * Must have a valid driver's license, the ability to travel to client sites and a reliable source of transportation. WHY CHOOSE RELATION? * Competitive pay. * A safe and healthy work environment provided by our robust benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more. * Career advancement and development opportunities. * Paid training and continuing education to obtain/maintain your insurance license. #TP1 . Note: The above is not all encompassing of the full position description. Relation Insurance Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Relation, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is presented within this posting. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance. .

✨ Elevate Your Financial Practice with ASB Financial ✨ Backed by 39 Years of Innovation and Trust Are you a seasoned financial professional ready to scale your impact? At ASB Financial, an independent IMO and Broker/Dealer, we provide the tools, leads, and support you need to thrive-without the cold calls or product limitations. Why Top Advisors Choose ASB: Qualified Leads Delivered - Vetted prospects from seminars and trust partnerships. No Proprietary Limits - Open architecture means you always offer the best solution. No Upfront Costs - Get started with zero financial risk. Keep 100% Commission - Or partner with our experts on complex cases. Tech-Enabled & Proven - Work with a digital-forward, 39-year-old asset management leader. Responsibilities Your Role: Engage Warm Leads Conduct meaningful consultations with pre-screened prospects to understand goals and build trust. Lead Seminars with Authority Deliver expert presentations alongside our trust firm partners-educate, connect, and inspire action. Follow Up with Intention Strengthen relationships post-seminar through strategic, personalized outreach. Be the Expert Clients Trust Provide tailored financial solutions that integrate seamlessly with estate and trust needs. Stay Organized, Stay Ahead Log client interactions, track outcomes, and ensure full compliance and continuity. Qualifications Ideal Candidates: CFP , ChFC , securities-licensed CPA, or MDRT-level producer Skilled communicator with high integrity and a client-first mindset Looking to grow within a supportive, non-captive environment Take Control of Your Future Join a firm that supports your independence while powering your growth. Apply today. Compensation USD $100,000.00 - USD $200,000.00 /Yr. Not ready to apply? Connect with us for general consideration.

We're looking for ambitious and established candidates who want to own their business and help clients prepare for life's planned and unexpected moments with the right financial services and insurance products. Our financial advisors are contracted as COUNTRY Trust Bank Financial Advisors, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and their subsidiaries. The Career COUNTRY Trust Bank Financial Advisors take a consultative approach to grow business with existing and prospective clients. As independent contractors, they are in business for themselves but not by themselves, and they: Diversify their income through multiple product lines beyond financial services. Leverage the portfolio of property and casualty, life and health, and annuities and investment products and services. Educate clients and prospects about our products and services. Collaborate with COUNTRY Financial Insurance Agents to secure business. Establish an office and build a staff. Conduct financial solution seminars. Have the flexibility to manage their schedules to balance their careers and personal interests. We Offer Our financial advisors have uncapped earning potential and: Opportunities to earn performance-based global trips and financial rewards. Access to continued learning and marketing resources. Corporate office support. Affiliation with our 100-year-old brand heritage and family-focused culture that values authenticity, integrity, and inclusivity. There is no buy-in required. Qualifications Successful COUNTRY Trust Bank Financial Advisors are: Entrepreneurial and self-motivated. Goal-driven with track records of business growth in the insurance and or financial services industry. Strong communicators with excellent business acumen. Committed to building and maintaining solid connections between their efforts and their rewards. Focused on achieving professional success through securing clients' trust. Passionate about making positive impacts in their communities. Required Qualifications Series 6/63 licenses Passed SIE Life/Health State Insurance License* Property/Casualty State Insurance License* Preferred Experience Accredited Asset Management Specialist (AAMS) Chartered Financial Analyst (CFA) Certified Public Accountant (CPA) Certified Financial Planner (CFP) Chartered Financial Consultant (ChFC) Bachelor's Degree 2+ years of experience in the insurance and or financial services industry 5+ years of business ownership or managerial experience About Us COUNTRY Financial is the trade name for a collective of affiliated insurance and financial services companies. This means we have an extended family of support and a large backing. Since 1925, COUNTRY Financial has been dedicated to helping others plan for their future while also protecting what matters most to them. What started long ago as a simple commitment on Midwest farmlands has expanded to become a FORTUNE 1000 insurance and financial services organization proudly serving 19 states. Our insurance agents, financial advisors, and employees remain dedicated to serving nearly one million households with our diverse range of personal and business insurance products as and financial services products. And our consistent AM Best A+ rating means we have the financial strength to keep the promises we make to our clients. *These licenses are not required to apply; however, the candidate's ability to obtain these licenses is essential when a contract decision is made. COUNTRY Financial is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company , COUNTRY Mutual Insurance Company , and their respective subsidiaries, located in Bloomington, Illinois. Investment management, retirement, trust, and planning services provided by COUNTRY Trust Bank . The investment objectives, risks, charges, and expenses of an investment company should be carefully considered before investing.

New York Life is among the strongest and most respected financial companies in America today. For 59 consecutive years, we have led the Million Dollar Round Table, with more members than any other financial institution in the world. New York Life has the highest possible ratings currently awarded from any life insurer from all four of the major credit rating agencies: A.M. Best (A++), Standard & Poor's (AA+), Moody's Investors Service (Aaa), and Fitch (AAA), as of February 13, 2014. New York Life has been recognized as one of the “Top 50 Companies for Diversity” for 2014 by DiversityInc and as one of “World's Most Admired Companies” for 2014 by Fortune Magazine. Job Description Are you a leader? We are currently recruiting to grow our team of Financial Advisors Financial Services Professionals in the Atlanta area. PARTNER WITH US AND SEE YOUR CAREER GROW! Are you ready to launch a career and not settle for just another job? Do you see yourself managing your clients and their expectations complete with all of the challenges, financial rewards, and personal satisfaction that such an enterprise can bring? If so, you owe it to yourself to consider a career with New York Life Insurance Company as your partner. We are looking for motivated self - starters who would like to: Manage their own work schedule and establish an attractive work/life balance. Build their career with significant income potential. Grow their business supported by the financial strength and integrity of New York Life. Make a difference in their community by helping others achieve peace of mind. Customize their career path to match their personal goals. Experience a lifetime of learning and professional development. Enjoy recognition and rewards for their achievements. Define their career path as an agent and have the opportunity for management. Here's what you'll do as a Financial Advisor: Build relationships with clients beyond a transactional basis. Develop your professional skills and knowledge. Develop and implement business and marketing plans. Prospect for potential clients. Schedule appointments and meet with clients. Discuss financial concerns and needs of individuals. Present potential solutions using our wide array of products and services. Provide ongoing customer service and support to existing clients. Training: NYLIC University: One of the most comprehensive and well-respected training programs in the financial services industry Benefits: Health/Dental/Life/Disability Insurance 401(k) plan and Pension Plan Reimbursement for courses taken on industry designations Career Advancement: After two years as a successful agent, additional opportunities that may be available include: sales development manager, product consultant, and Home Office opportunities in recruiting, marketing or training Constant Support: During and after the initial formal training, you will receive continuous assistance from your managers and peers in your office and personnel from the company to help you succeed On-site trainers and product consultants are available to you and this is coupled with an entire division within the company located in the Home Office dedicated to providing agents with prospecting and sales ideas, product knowledge and application New York Life Recognitions: Ranks #88 on the Fortune 500 list for 2014 New York Life ranked 82 out of 150 companies on Forbes America's Most Reputable Companies list for 2014. New York Life was named to Training magazine's “Training Top 125” ranking for 2014, a ranking of a company's excellence in employer sponsored training and development programs. New York Life has been named a “Best Company for Multicultural Women” for 2014.by Working Mother magazine. New York Life was named to Professional Women's Magazine's “Best of the Best” list for 2014.81 Based on revenue as reported by "Fortune 500, ranked within Industries, Insurance: Life, Health (Mutual)," An Equal Opportunity Employer M/F/D/V Financial Advisers offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency. Qualifications Organized, detail-oriented and excellent time management skills. Strong sales, leadership and communication skills. Ability to work in a team based environment. Previous sales experience preferred. Previous Insurance industry experience not required Highly self-motivated and self-disciplined. Relationship building and networking abilities Life & Health Insurance Licensed not required (company will pay for sponsorship) FINRA Series 6, Series 7, Series 63 a plus (paid sponsorship available after employment) Personal Transportation will be required for this position. Additional Information Our mission is to provide financial security and peace of mind through our insurance, annuity and financial products and services. By continuing to be a mutual company, we are uniquely aligned with our customers. By maintaining superior financial strength, we protect their future. By acting with integrity and humanity, we earn their trust and loyalty. Every decision we make, every action we take has one overriding purpose: To be here when our customers need us. That's why we call ourselves The Company You Keep

New York Life is among the strongest and most respected financial companies in America today. For 59 consecutive years, we have led the Million Dollar Round Table, with more members than any other financial institution in the world. New York Life has the highest possible ratings currently awarded from any life insurer from all four of the major credit rating agencies: A.M. Best (A++), Standard & Poor's (AA+), Moody's Investors Service (Aaa), and Fitch (AAA), as of February 13, 2014. New York Life has been recognized as one of the “Top 50 Companies for Diversity” for 2014 by DiversityInc and as one of “World's Most Admired Companies” for 2014 by Fortune Magazine. Job Description Are you a leader? We are currently recruiting to grow our team of Financial Advisors Financial Services Professionals in the Atlanta area. PARTNER WITH US AND SEE YOUR CAREER GROW! Are you ready to launch a career and not settle for just another job? Do you see yourself managing your clients and their expectations complete with all of the challenges, financial rewards, and personal satisfaction that such an enterprise can bring? If so, you owe it to yourself to consider a career with New York Life Insurance Company as your partner. We are looking for motivated self - starters who would like to: Manage their own work schedule and establish an attractive work/life balance. Build their career with significant income potential. Grow their business supported by the financial strength and integrity of New York Life. Make a difference in their community by helping others achieve peace of mind. Customize their career path to match their personal goals. Experience a lifetime of learning and professional development. Enjoy recognition and rewards for their achievements. Define their career path as an agent and have the opportunity for management. Here's what you'll do as a Financial Advisor: Build relationships with clients beyond a transactional basis. Develop your professional skills and knowledge. Develop and implement business and marketing plans. Prospect for potential clients. Schedule appointments and meet with clients. Discuss financial concerns and needs of individuals. Present potential solutions using our wide array of products and services. Provide ongoing customer service and support to existing clients. Training: NYLIC University: One of the most comprehensive and well-respected training programs in the financial services industry Benefits: Health/Dental/Life/Disability Insurance 401(k) plan and Pension Plan Reimbursement for courses taken on industry designations Career Advancement: After two years as a successful agent, additional opportunities that may be available include: sales development manager, product consultant, and Home Office opportunities in recruiting, marketing or training Constant Support: During and after the initial formal training, you will receive continuous assistance from your managers and peers in your office and personnel from the company to help you succeed On-site trainers and product consultants are available to you and this is coupled with an entire division within the company located in the Home Office dedicated to providing agents with prospecting and sales ideas, product knowledge and application New York Life Recognitions: Ranks #88 on the Fortune 500 list for 2014 New York Life ranked 82 out of 150 companies on Forbes America's Most Reputable Companies list for 2014. New York Life was named to Training magazine's “Training Top 125” ranking for 2014, a ranking of a company's excellence in employer sponsored training and development programs. New York Life has been named a “Best Company for Multicultural Women” for 2014.by Working Mother magazine. New York Life was named to Professional Women's Magazine's “Best of the Best” list for 2014.81 Based on revenue as reported by "Fortune 500, ranked within Industries, Insurance: Life, Health (Mutual)," An Equal Opportunity Employer M/F/D/V Financial Advisers offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency. Qualifications Organized, detail-oriented and excellent time management skills. Strong sales, leadership and communication skills. Ability to work in a team based environment. Previous sales experience preferred. Previous Insurance industry experience not required Highly self-motivated and self-disciplined. Relationship building and networking abilities Life & Health Insurance Licensed not required (company will pay for sponsorship) FINRA Series 6, Series 7, Series 63 a plus (paid sponsorship available after employment) Personal Transportation will be required for this position. Additional Information Our mission is to provide financial security and peace of mind through our insurance, annuity and financial products and services. By continuing to be a mutual company, we are uniquely aligned with our customers. By maintaining superior financial strength, we protect their future. By acting with integrity and humanity, we earn their trust and loyalty. Every decision we make, every action we take has one overriding purpose: To be here when our customers need us. That's why we call ourselves The Company You Keep

Remote Sales Representative Must be authorized to work in the US no work visas offered at this time Organization Description At The William Agency we provide a range of life insurance solutions that include mortgage protection disability retirement protection term life whole life and more Our primary focus is on creating a life that uplifts your spirit and empowers you to make a positive impact on clients lives We have fostered a growth oriented culture that allows our representatives to genuinely help clients without the burden of high pressure tactics or sales quotas Job Details 100 TRAINING PROVIDEDNo prior sales or insurance experience is necessary We are looking for motivated and ambitious individuals who care about helping families Whether youre just starting out or already have some experience we want you to join our team Our main focus is on Mortgage Protection Insurance which means we help families with their mortgage and final expense insurance needs We work with more than 20 top rated insurance companies so we can offer the best and most affordable options to our clients Youll also have access to other insurance products like Final expense Medical supplements Indexed universal life Annuities As a team member youll have the chance to make a positive difference in families lives And the best part is youll have the flexibility to work on a commission basis We care about work life balance and provide all the support and resources you need to succeed When you join us youll receive training using a proven system including a phone script that helps you set up appointments with clients in their homes Youll also have access to presentations that work well during in home meetings Youll spend about an hour with clients helping them choose the best and most affordable program for their family For each family you protect you can typically earn around 500 as your commission We offer Comprehensive training programs like bootcamps and conferences Regular conference calls and support from personal mentors giving our agents a competitive advantage in the industry It doesnt matter if youre already experienced just starting out or looking for a part time opportunity youll have access to the best training and marketing platform available Our industry leading producers and leaders will provide ongoing mentorship and support to help you succeed Our proven sales system is the reason why weve been growing rapidly almost doubling our success every year for the past 7 years Were the fastest growing organization in the country Weve revolutionized the industry which means our full time agents can enjoy a great work life balance As for what you can earn this is a 1099 sales position meaning youll work on commission only On average you can expect to earn around 500 per application Full time underwriters typically write about 4 10 applications per week In your first year if youre a part time agent following our system you can make approximately 30000 to 60000 Full time agents who follow our system can make around 75000 to 180000 in their first year Qualifying agents also have the opportunity to earn a 5 commission increase every two months By applying for this position you agree to receive communication via phone email and text Responsibilities Your main role as a Remote Work Sales Agent will be to assess the needs of families seeking insurance coverage specifically for mortgage protection or final expense insurance all while working from the comfort of your own home You will learn how to present suitable insurance solutions to clients through virtual meetings making sure they understand their options Building relationships with clients and providing top notch customer service will be crucial even when interacting remotely Collaboration with your team members using communication tools and online platforms is important to reach sales targets and help the company grow Its important to stay updated on industry trends and product knowledge so you can educate clients effectively utilizing online resources and training materials Keeping accurate records of client interactions and transactions is essential for proper documentation and follow up using remote work tools for organization Youll have access to exclusive leads so you wont need to make cold calls and youll have the flexibility to reach out to interested clients remotely The company will provide you with the necessary virtual tools and resources to conduct appointments with clients from your own home During these virtual appointments youll use presentations that have worked well in the past to help clients choose the best insurance program for their family leveraging remote collaboration platforms Youll also be working closely with your team utilizing online communication tools to ensure everything runs smoothly in the remote work environment Requirements Good communication and people skills are important for effectively interacting with clients even in a remote setting You should be comfortable presenting information virtually and engaging clients through online platforms Having a strong drive to succeed and being motivated are key qualities for this remote role as youll be responsible for managing your time and productivity While youll have independence in your work its important to also be a team player and contribute to the companys growth utilizing remote collaboration tools and participating in online team activities Being comfortable with technology and willing to learn relevant software and tools for remote work is essential for success in this role The company will provide training opportunities that youll need to attend online to improve your skills in the remote work environment If you dont already have an active life insurance license the company can help you obtain one even while working remotely The William Agency Regional Sales Manager No agents success earnings or production results should be viewed as typical average or expected Not all agents achieve the same or similar results and no particular results are guaranteed Your level of success will be determined by several factors including the amount of work you put in your ability to successfully follow and implement our training and sales system and engage with our lead system and the insurance needs of the customers in the geographic areas in which you choose to work SFG0052390

Remote Sales Must be authorized to work in the US no work visas offered at this time Organization Description We are searching for Insurance Sales Representatives whom we can train to become a Manager and lead in select regions within the next year There has never been a better time to have complete control of your schedule with the ability to meet with clients virtually over the phone or in person Job Details No safety net and no ceiling Your income potential is uncapped Fully Remote This is a commission only based sales position plus bonuses NEW AGENT PERFORMANCE BONUS IN YOUR FIRST THREE MONTHS Earn up to 20 cash bonus on placed business Earn a 15 raise in your first three months 5month Raises available every two months based on your work not a bosss discretion Agents sell anywhere from 2 to 8 sales per week depending on part time full time status Responsibilities Setting appointments We schedule our own appointments with families who have requested more information regarding coverage Run the appointment Build a trusting relationship ask curious questions show affordable options and protect the family using a wide variety of coverage options from some of the top A rated companies in the industry Manage your activity applications and mindset Participate in team meetings and attend one annual conference mostly via zoom Requirements You will need a life insurance license for your state You will need a reliable computer and internet connection Self Discipline A willingness to grow yourself personally A place to set and achieve goals with a team that believes in success by putting relationships first Support to grow yourself into a leader worth following Gillum Agency Regional Sales Manager No agents success earnings or production results should be viewed as typical average or expected Not all agents achieve the same or similar results and no particular results are guaranteed Your level of success will be determined by several factors including the amount of work you put in your ability to successfully follow and implement our training and sales system and engage with our lead system and the insurance needs of the customers in the geographic areas in which you choose to work sfg0010606

Sales Representative Work From Home Must be authorized to work in the US no work visas offered at this time Organization Description ABOUT THE COMPANY Listed by Inc Magazine as one of the 5000 fastest growing companies for the last six years in a row Fastest growing Insurance brokerage firm in the country Earned Top Company Culture by Entrepreneurcom A rating with the BBB Company Description Run buy a former tech CEO the Griego Group thrives on fostering an entrepreneurial spirit where potential for personal growth and income are unlimited We believe that generating income is the fuel that builds the life of your dream however you define success We know it takes teamwork to make that dream a reality so here at The Griego Group we offer mentorship support and training from Leaders that have achieved phenomenal success The decision on how big to grow is completely up to you We know you have choices The Griego Group offers you the ability to choose your own path and provides the tools to create the life you desire Job Details DOES THIS SOUND LIKE YOU Would you prefer to work for yourself but dont know how to do that Is your work schedule controlled by someone else Have you ever thought I know I can make more money than I do now Have you seen the promotional path ahead of you and realized thats not at all what you want WHO WE ARE LOOKING FOR Tech savvy individuals with an entrepreneurial spirit that want to create a business they love Success oriented goal achievers seeking the right opportunity to thrive Individuals with a positive outlook ready to do what it takes to succeed People open to learning and growing to become the best version of themselves Agents that want to be rewarded based on activity and results so if they do more they make more Individuals looking to live anywhere and work anytime while being able to put their family first People want to enjoy their work and have fun with others while building the life they desire WHAT WE DO We help people make sure their debt payments can be made if they pass away and give their loved ones the comfort and security they seek We also help people secure their retirement income and pay off their debts completely HOW WE DO IT Every day people respond to our digital ads and request more information on the products we offer Using our proprietary platform youll engage via text with clients and schedule discussions to review their financial information and work with them virtually to pick a product that meets their needs and budget Responsibilities WHAT WE SELL Mortgage Protection Coverage Final Expense products Indexed Universal Life insurance to help individuals save for retirement Annuities that help clients protect their retirement savings Debt Free Life to that helps clients pay off all their debt including their mortgage HOW YOU GET PAID When a policy is approved and issued youll get paid directly from our stable of A Rated insurance carriers This position is 100 commission only Part time agents target 1 3 sales per week Full time sales reps aim for 3 5 sales per week Above average agents make more than that based on activity and results Opportunity to earn a 5 increase in commissions every month for the first 90 days WHAT WE OFFER In depth training and one on one mentorship to teach you our step by step sales system Local and national in person training to guide you to success Warm leads No cold calling We have far more clients to help than agents to help them Proven process that is easy to follow but requires work consistency and discipline Work from home with a flexible schedule to enjoy your life while you earn A culture that fosters a positive attitude to support and encourage your growth Requirements You must have a computer and internet access Life Insurance License required Well guide you through the process if you dont have one A positive teachable attitude The Griego Group Regional Sales Manager No agents success earnings or production results should be viewed as typical average or expected Not all agents achieve the same or similar results and no particular results are guaranteed Your level of success will be determined by several factors including the amount of work you put in your ability to successfully follow and implement our training and sales system and engage with our lead system and the insurance needs of the customers in the geographic areas in which you choose to work SFG0020348

Job DescriptionAbout The Strickland Group The Strickland Group is a family-driven, vision-first insurance and financial services agency backed by a major national carrier. We combine modern technology, AI-assisted systems, and real human connection to change how families protect their futures. Our mission is simple: serve people and leave them better than we found them. Why this role is different This isn't a corporate seat - it's a pathway to ownership. You're building your own book of business with the support, training, and infrastructure of a proven organization. We specialize in life insurance, mortgage protection, final expense, and retirement solutions, helping middle-America families create generational wealth. What you'll do - Call and connect with warm leads who have requested information. - Conduct virtual or in-person appointments to understand clients' goals. - Present tailored insurance and financial protection solutions. - Submit applications, follow up with carriers, and serve clients long-term. What we provide - Remote, flexible schedule (full-time or part-time). - Commission-only structure with uncapped earning potential. - World-class training, mentorship, and personal development culture. - Clear path to build and grow your own agency if desired. Who this is for - Self-motivated, coachable individuals with strong integrity. - People who want more time, freedom, and income than a traditional W-2 job. - Those who are serious about personal growth and breaking generational poverty. Compensation is 100% commission with scalable income based on activity, skill, and leadership development.

Sales Representative Work from Home New Year New and Advanced Career JOIN OUR TEAM NOW ACCEPTING Sales Representatives for Remote Sales Positions Full Time or Part Time Experienced and Entry Level Must be authorized to work in the US no work visas offered at this time Organization About Us The Spivey Agency is expanding seeking motivated individuals for Full Time or Part Time Remote Sales positions Who We Are Recipient of the Best Culture Award for Six Consecutive YearsAwarded 1 Insurance Group in the Nation by The Stevie Awards in 2022Offering Best in Class Compensation Incentives and Career Growth OpportunitiesWere committed to providing a progressive business model and the most advanced technology in the insurance industry Join a supportive team where you can create your schedule work from home and achieve a balanced work life dynamic Job Details We are looking for experienced and entry level Remote Insurance Sales Representatives There has never been a better time to have total control of your schedule with the ability to Work remotely full time or part time Work from home or anywhere you have a reliable phoneinternet connection Meet with clients remotely over the phone or in person Sales experience helpful but not necessary training and support available Experience the Difference Access and Opportunities to Choose Your Path Our unique model supports different career goals whether building a team or focusing on being a career producer Agents who follow our proven system have earned up to six figures in the first year using our proven sales strategy and training Ability to truly own a business with zero caps on income Work with State of the art technology and proprietary CRM tools including AgentAgency Software & TrackingExclusive & Diverse Lead Programs and Cutting Edge Technology No Cold CallingOnline Training University and Personal MentoringProven Virtual Sales System for Work From Home SellingPathways for creating your own team and earning overrides Recruitment Funnel for those who want to Build a TeamAgency Ownership Own your clients Requirements License Currently have or willing to acquire a life insurance license Self starter professional attitude driven coachable team player Access to tools to carry out your duties home office equipmentsupplies internet service computerlaptop printer scanner fax etc Compensation Commission Only Our new agents who follow our proven sales strategy have earned up to 60000 to 200000 annually READY FOR A CHANGE There has never been a better time to level up Take charge of your career path APPLY NOW The Spivey Agency Regional Sales Manager No agents success earnings or production results should be viewed as typical average or expected Not all agents achieve the same or similar results and no particular results are guaranteed Your level of success will be determined by several factors including the amount of work you put in your ability to successfully follow and implement our training and sales system and engage with our lead system and the insurance needs of the customers in the geographic areas in which you choose to work