Financial Advisor
Columbus, OH
🚀 Career Changers Wanted | Build Your Own Financial Advisory Practice
📍
Indianapolis, IN
💼
Commission-Based | $80,000-$110,000 at plan yearly
You've built credibility. You're trusted in your community. You're driven, sharp, and ready for a career where you call the shots.
At WestPoint Financial Group, we help professionals like you make the leap into financial advising-with autonomy, support, and a community that's got your back.
Why Join WPFG?
✅ Non-captive model = freedom + flexibility
✅ 100+ advisors who made the switch (many mid-career)
✅ Real mentorship. Real growth. Real ownership.
What You'll Do:
Help people protect what matters and build long-term wealth
Leverage your community relationships to grow your client base
Build your business with the support of a proven team and infrastructure
Stay at the forefront of financial planning and risk strategies
What You Bring:
A strong network and a reputation for being dependable
High sense of urgency + drive for autonomy
Willingness to obtain Life & Health License, SIE, and Series 7 (if not already licensed)
Four year degree preferred
A desire to build something bigger-for your clients and yourself
📈 If you're looking for more freedom, more impact, and more growth-this could be your next move. Apply today or connect to learn more!
#LI-WFG1
Return to WestPoint Financial Group
Financial Advisor Trainee
Dublin, OH
Through distance learning, apprenticeship and training at the firm's international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Raymond James Financial Advisors. The program takes a holistic approach by incorporating training for technical and sales skills to fully position new Advisors for success. In conjunction with a Mentor, Branch Manager, and/or a team of Financial Advisors, the Financial Advisor Trainee will learn to build an individual practice. The Trainee will balance new client development, sales activities, investment management, customer service and compliance with personal and professional growth and development. The Trainee will also provide clients with sound financial advice and counsel consistent with the client's objectives, time horizon, and risk tolerance. In addition, the requirements of the AMP Program are designed to support long-term development, whether a candidate plans to be a stand-alone Advisor or join an existing team.
**Essential Duties and Responsibilities**
+ Become trained and skilled to effectively and efficiently perform the Financial Advisor role:
+ If hired as a team candidate, the team will provide the specific goals and expectations.
+ Meets production targets that impact overall company revenue goals.
+ Develops a book of business consistent with AMP program goals for assets under management and required production.
+ Provides a high level of client service.
+ Manages the full scope of a client relationship by evaluating the client's financial needs, investment opportunities, current holdings and available investment capital.
+ Helps clients identify their investment objectives by effectively communicating portfolio losses when necessary, while preserving client loyalty.
+ Develops client pipeline by prospecting, networking, engaging in community initiatives, centers of influence and developing niches.
+ Recommends investment products, solutions, and services that are suitable for prospects and clients based on predetermined client needs, time horizons, risk profile, and preferences.
+ Seeks expertise of internal resources to identify investment opportunities and solutions for clients.
+ Opens, transfers, and closes customer accounts.
+ Maintains appropriate account records while monitoring the customer's portfolio.
+ Makes recommendations consistent with changes in economic and financial conditions as well as the client's needs and objectives, considering newly offered investments.
+ Obtains and verifies the customer's purchase and sale instructions, enters orders, and follows up on completion of transactions.
+ Completes required program training and assignments, obtains mandatory industry licenses within prescribed timeframes, masters assessments and meets minimum performance and production standards.
+ Stays abreast of investment products, industry rules and regulations, and financial planning.
+ Performs other duties and responsibilities as assigned.
**Knowledge of**
+ Economic and accounting principles and practices.
+ Financial markets, banking, and financial data analysis and reporting.
+ Basic principles and methods for showing, promoting, and selling products or services.
+ Firm's working structure, policies, mission, strategies, and compliance guidelines.
**Skill in**
+ Operating client relationship manager system and other required software applications to produce financial plans, correspondence, reports, electronic communication, spreadsheets, and databases.
+ Identifying the needs of customers through effective questioning and listening techniques.
**Ability to**
+ Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment to run an optimal practice.
+ Continuously learn investment products, industry rules and regulations, and financial planning.
+ Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels.
+ Keep all appropriate parties up-to-date on decisions, changes, and other relevant information, and articulate reasons behind decisions.
+ Establish and maintain effective working relationships with clients and colleagues.
+ Persevere, handle rejection and show resilience during the prospecting and networking process.
+ Network in the community and effectively market him or herself and Raymond James.
+ Demonstrate persistence in the face of obstacles.
+ Accept criticism and deal calmly and effectively in high stress situations.
**Education/Previous Experience**
+ Bachelor's Degree (B.A.) from four-year college or university preferred with a minimum of three (3) years of relevant working experience, demonstrating achievement in sales (preferably intangible) or business environment, or an equivalent combination of experience, education, and/or training as approved by Human Resources.
**Licenses/Certifications**
+ SIE required provided that an exemption or grandfathering cannot be applied or ability to obtain within four (4) months from the start of the program.
+ Series 7 and Series 66 or the ability to obtain them within four (4) months from the start of the program.
+ Life, Health and Variable Annuity or the ability to obtain within six (6) months from the start of the program.
Financial Services Representative - State Farm Agent Team Member
Columbus, OH
Job DescriptionBenefits:
401(k) matching
Bonus based on performance
Company parties
Competitive salary
Dental insurance
Free food & snacks
Health insurance
Opportunity for advancement
Paid time off
Parental leave
Training & development
Vision insurance
Position Overview
I am a local State Farm Insurance Agent looking to hire an outgoing and customer-focused individual who enjoys working with the public. Do you aspire to some day run your own business, be an advisor looked to in your community, and lead a team? As part of my successful team, I will assist in developing your business leadership skills, industry and State Farm business acumen, as well as sales and marketing experience. This development and mentoring can lead you in the right direction to better prepare you for a potential career as a State Farm agent. As part of this opportunity, you will learn from an experienced agent, see what it's like to run a business and help grow an agency.
Responsibilities
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
Work with the agent to establish and meet marketing goals.
Use a customer-focused, needs-based review process to educate customers about insurance and financial options.
Adaption of skills necessary to operate a business.
As an Agent Team Member, you will receive...
Health, Dental, and Vision Insurance
Salary plus commission/bonus
Life/Disability Insurance Benefits
401K with matching funds
Paid time off (vacation and personal/sick days)
Valuable experience
Growth potential/Opportunity for advancement within my agency
Learning to market property/casualty, life, health and banking and financial products
Setting sales and growth goals
Working closely with the agent to gain an understanding of the agents role and office logistics
Learning how to network effectively
Qualifications
Excellent communication skills - written, verbal, and listening
Highly organized and detail-oriented
Ability to build client rapport and establish relations
Experience in sale preferred but not required
Proactive in problem-solving
Able to work in and manage a team environment
Experience in Windows computer applications
Able to coordinate and collaborate with others to achieve agency goals.
Able to succeed in a fast-paced environment
Able to obtain Property and Casualty License
Able to obtain Life and Health License
Able to obtain FINRA Series 7 and 63 Licenses
Our Agency
Adam Deel is a State Farm agent in Columbus, Ohio. We are a top ranked agency in the state of Ohio. Our work environment is fast-paced, team centric, and goal oriented. We focus on providing excellent training on the insurance industry while providing existing employees an opportunity to advance within the agency and State Farm. If you are ready to start your career in the insurance industry, our office would be a great home for you! Follow the next steps below to apply.
Next Steps
If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.
State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm Insurance Companies. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. State Farm agents control which licensing requirements and training programs are offered or must be successfully completed by their employees. By accepting employment with a State Farm agent and/or successfully completing any licensing or training programs required by a State Farm agent, you are not guaranteed, promised or given any form of selection preference, should you choose to leave the agents employment and pursue the opportunity of becoming an independent contractor agent for State Farm Insurance Companies. If you choose to pursue an agency opportunity, you will need to apply and go through the regular State Farm Insurance Companies agent selection process.
Advisor Development Program - Financial Solutions Advisor Trainee (Centralized): Columbus, OH
Upper Arlington, OH
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
As a Financial Solutions Advisor within the centralized segment of the Advisor Development Program, your journey begins by obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. You will then join the centralized team as a Financial Solutions Advisor.
The Financial Solutions Advisors in the centralized segment are phone-based licensed advisors (obtaining series 7 and 66 required) that provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability management solutions. FSA's demonstrate knowledge of investments and financial markets and apply key principles appropriate to the individual client's investment needs. Additionally, they align Merrill and Bank of America products and services where appropriate. We will equip you with everything you need, as you move through the stages of development and move into the Merrill Financial Advisor role.
During this stage of your journey, you will receive the necessary training and guidance through a defined path to become the financial advisor you want to be. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Once you have honed your skills and demonstrated success as an FSA, you typically will progress into the next stage of training and development as a Merrill Financial Solutions Advisor (MFSA). This role within the Advisor Development Program provides the opportunity to pursue a career within Merrill Wealth Management.
The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey.
We'll help you
Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.
Get training and one-on-one coaching from Academy managers who are invested in your success.
Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 60 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role.
Build your network. Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.
Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence and recommend strategies to help clients achieve their financial goals and life priorities.
Collaborate with core banking and investment partners. Connect clients to all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs.
As an Advisor Development Program Financial Solutions Advisor in the centralized segment you can look forward to
Unlimited potential for financial growth.
A strong referral base from across the business through our relationship with one in every two households.
Managing a portfolio of clients by providing exceptional client care with industry leading products, services, and education.
Robust marketing support to reach wider audiences with greater appeal.
Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes.
Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors.
We're a culture that
Believes in responsible growth and has a proven dedication to supporting the communities we serve.
Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience.
Believes diversity makes us stronger, so we can reflect, connect to, and meet the diverse needs of our clients and customers around the world.
Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.
Required Qualifications:
Displays confidence working in a sales role
Builds strong client relationships through effective communication and collaboration
Displays a proactive mindset and effective time management
Demonstrates a results-driven mindset and prioritizes client interests
Identifies appropriate client solutions through application of learnings and new information
Applies relevant regulatory due diligence in daily activities and creating long-term client strategies
Desired Qualifications:
Bachelor's degree and/or a minimum of one year of financial services industry or sales experience
Learns and adapts to new technology or applications
Executes multiple tasks simultaneously
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Shift:
1st shift (United States of America)
Hours Per Week:
40
Auto-ApplyInstant Return Representativ
Columbus, OH
At Byers Rental Cars LLC we strive to make every customer a customer for life. Happy employees make happy customers, and we reward individuals who are ready to work hard and stay motivated. Every employee is absolutely critical to its success. Our promise is to keep delivering the same award winning service and value that our community has come to expect from our organization through the years.
As an Instant Return Representative, you will be responsible for assisting our customers with the express return process while maintaining a sales mentality. You will greet customers, sell products at return, keep lot in order, check the car for damage, review the mileage and the fuel level, answer questions and provide directions in a courteous and expeditious manner. You will work harmoniously with the team throughout the whole work process.
What We Offer
Medical, Dental & Vision Insurance
401K Plan
Paid time off and vacation
Short/Long Term Disability
Life Insurance
Paid Training
Responsibilities
Offers extra service as appropriate, such as general directions, assisting with luggage and responding to other customer requests as appropriate.
Product sales
Attention to detail such as but not limited to:
Catch returning fuel level from customers
Observe cleanliness of vehicle
Notate proper mileage
Report damages immediately and speak with customer in regards to damage
Collect portable GPS units
Assist customers with lost items
Maintain a tidy work environment
Inputs appropriate information into computer tools and systems.
Follows other car-return processes as directed.
Qualifications
Excellent verbal and written communication skills
Proficient with Microsoft Word, Excel, and Outlook
Exhibit good team-oriented behavior
Time management, prioritization skills, and ability to multitask required
Ambitious, goal oriented mentality and eager to improve
Ability to hit sales quotas and closing percentages
Valid driver's license
We are an equal opportunity employer and prohibit discrimination/harassment 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.
Auto-ApplyFinancial Professional - Team Sponsored Launch - Endeavor Financial Group
Van Wert, OH
Our well established, high performing team is currently looking for a Support Advisor. This position provides support to Endeavor Financial Group's existing client base. This is an incredible opportunity for the right person to grow both professionally and financially. Become a key player on our value driven team. If you are a self-starter, high-energy, focused, and hardworking individual we want to speak to you! You will play a critical role in our client experience, so an out-going and service-oriented mindset is a must.
Team Sponsored Launch provides stability of income while you work closely with our team receiving mentorship, coaching, training, and support. The Team Sponsored Launch program provides support from three months to three years. At the end of the program, you will become a commission only Financial Professional working alongside Endeavor Financial Group.
Responsibilities:
• Learn and understand the entire operation of Endeavor Financial Group
• Participate in Joint Fieldwork with the advisors of Endeavor Financial Group to build expertise and learn best-practices within the industry
• Meet with new and existing clients to build a book of business and grow relationships
• Solicit and sell appropriate products, complete applications, write recommendations, and service existing clients/contracts
• Position products, services, and strategies to help clients gain financial clarity
• Build proficiency in common advice tools and platforms like Salesforce, Money Guide Pro, What-If Tax, etc.
• Participate in events to attract new clients and provide financial education to the local community
• Finalize, submit, and track all client paperwork for account and application changes
• Collaborate with Lead Advisor on complex scenarios
• Schedule, prep, and document all your client meetings
*Additional responsibilities may be assigned in accordance with business needs
Characteristics:
Our culture and people are special. We're looking for people who are-or want to become-part of the communities where our clients live, work and worship. You could be a successful addition to our team if you are:
• Self-motivated, independent, and driven to succeed with a strong growth mindset, yet collaborative and a team player
• Motivated by helping others and relationship-oriented
• A natural coach or guide with strong interpersonal skills
• Passionate about living a life of generosity by serving others, not just selling products
Compensation:
$50,000 - $80,000 plus the opportunity for commissions
Position Requirements:
• Securities registration required- SIE, Series 7 and 66 (or 7, 63 & 65)
• Life, Health, and Annuities registration required
• Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce) or ability to learn
• Ability to maintain integrity of sensitive/confidential information
As part of Thrivent's recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the process. Fingerprints will be required as part of FINRA registration process for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records. All persons with securities registrations are subject to TIMI's Outside Securities Accounts Policy which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.
Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.
Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.
Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color,
sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.
Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.
Auto-ApplyFinancial Professional
Ohio
- Provide financial guidance and advice to clients based on their individual needs and goals - Develop and maintain relationships with clients to understand their financial situation and objectives - Analyze financial information to determine suitable investment strategies and products - Assist clients in managing their financial portfolios and making informed investment decisions - Stay up-to-date on market trends, economic conditions, and regulatory changes that may impact clients' financial plans - Conduct regular reviews of clients' portfolios to ensure alignment with their goals and make adjustments as necessary - Participate in ongoing education and training program
Experience - Previous experience in a financial services role preferred - Excellent communication skills, both verbal and written, to explain complex financial concepts to clients - Experience in retail sales or customer service is a plus
The ideal candidate for this position will have excellent interpersonal and communication skills, have a passion for educating and helping others, and want to learn and grow professionally. We are looking for US citizens, who are willing to get licensed, who are professional and eager to build something for themselves and their clients. This position is commission based.
If you are a motivated individual with a passion for finance and helping others achieve their financial goals, we would love to hear from you. Join our team as a Financial Professional and make a positive impact on the lives of our clients.
Rep Fund Acctg I - HNAS
Columbus, OH
HNAS (Health Now Administrative Services) offers flexible, cost-effective solutions for employee health benefits. HNAS is part of Highmark Health, a national blended health organization with a mission to create remarkable health experiences. Our culture is built on your growth and development, collaborating across our organization, and making a big impact for those we serve
This role is Responsible to communicate claims registers to clients daily, weekly and monthly.
**Duties Note: The following is not intended to be an exhaustive list of all duties required of this position.**
ADA
E1. Maintains the funding for self-insured clients. (35%)
E2. Responsible for communicating with external client contacts and internal departments. (30%)
E3. Prepares and sends reports and bills to clients daily, weekly or monthly. (35%)
N4. Performs other duties as assigned.
**Education/Experience/Skills Requirements**
**Required Education:**
HS/GED:
**Required Experience:**
Some college preferred. Prior experience in billing and eligibility preferred.
**Required Knowledge/Skills:**
1. Proficient in Microsoft Office Suite
2. Ability to meet deadline requirements
3. Must be detail oriented and a team player
4. Must be able to work in a fast paced environment
5. Excellent communication and organizational skills
6. Problem Solving
7. Ability to identify problems and issues and work within the Department for resolution or with other Department for resolution.
**Required Licenses/Certifications:**
None
**Managerial/Supervisory Responsibilities**
Does this Position have Supervisory Responsibility? No
**Pay Range Minimum:**
$19.27
**Pay Range Maximum:**
$26.88
_Base pay is determined by a variety of factors including a candidate's qualifications, experience, and expected contributions, as well as internal peer equity, market, and business considerations. The displayed salary range does not reflect any geographic differential Highmark may apply for certain locations based upon comparative markets._
Highmark Health and its affiliates prohibit discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibit discrimination against all individuals based on any category protected by applicable federal, state, or local law.
We endeavor to make this site accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the email below.
For accommodation requests, please contact HR Services Online at *****************************
California Consumer Privacy Act Employees, Contractors, and Applicants Notice
Req ID: J273524
BDC Representative
Troy, OH
Handling Inbound and Outbound Calls: Answering phone calls from customers with service inquiries and scheduling appointments. Making outbound calls to follow up with customers after service visits or to promote service specials.
Scheduling Appointments: Confirming service appointments, rescheduling no-shows, and coordinating with the service department.
Managing Customer Inquiries: Providing information about services, addressing customer concerns, and ensuring customer satisfaction.
Following Up with Customers: Checking in with customers after service visits to ensure they are happy with the service provided and addressing any concerns.
Maintaining Customer Records: Updating customer information, logging details of interactions, and maintaining accurate records.
Promoting Service Offers: Informing customers about current promotions, service packages, and other relevant offers.
Skills and Qualifications:
Excellent Communication Skills: . Strong verbal and written communication skills are essential for interacting with customers and service team members.
Customer-Focused Attitude: . A positive and helpful attitude towards customers is crucial for providing excellent service.
Organizational Skills: . The ability to manage multiple tasks, prioritize work, and maintain accurate records is important.
Problem-Solving Skills: . Being able to address customer concerns and find solutions to their needs is a key aspect of the role.
Knowledge of Automotive Services: . Familiarity with automotive services, parts, and procedures is beneficial.
In essence, a Service BDC Representative is a customer service professional who plays a vital role in the smooth operation of a dealership's service department by managing customer interactions and ensuring a positive service experience.
Auto-ApplyBDC Representative
Sylvania, OH
Do you love working with new technologies and innovative products? We are seeking energetic individuals to join our thriving and fast-paced Business Development Team as a BDC Representative. This is a great opportunity to start your career in retail automotive and familiarize yourself with the entire dealership experience.
In this role, you will be the link between the buyer and their future vehicle. You will assist the customer with questions regarding the company, perspective vehicles, and their ability to purchase. You will learn about all of the newest vehicles and technologies on the market, so a strong passion for helping customers and developing your skills is crucial. We have an in-house training team dedicated to your success; offering online and in-store training programs with our manufacturers. Come and see what we have to offer! Who We Are
At White Family Dealerships, we strive to make every customer a customer for life. Happy employees make happy customers, and we reward individuals who are ready to work hard and stay motivated. Every employee at White Cars is absolutely critical to its success and we're always looking for smart, engaging, creative and dynamic people who want to join a team where they matter.
Our goal is to exceed a client's total expectation when they arrive at our dealership, so we realize we must first provide that level of investment to our employees through continual training, career development and opportunities for growth. Your professional development is one of our top priorities. That's why we're proud to offer our staff members a comprehensive benefits package, competitive compensation plans, and abounding avenues to grow your career with us!
What We Offer
Medical, Dental, and Vision Insurance
Life Insurance
401(k) Savings Plan with 4% Employer Match
Paid Vacation
6 Company Holidays
Paid Training
Ongoing Professional Development
Employee Discounts
Closed on Sundays
Saturday Lunches Provided
Legacy Company (over 100 years in business)
Employee Pot-Lucks, Luncheons, and Team Activities
Tight-Knit and Inclusive Culture
Internal Career Progression and Promotions
Custom and Competitive Wage Plans
Long-Term Job Security
Responsibilities
Answer customer calls and establish follows-up with sales appointments.
Respond quickly to internet, phone and live chat inquiries using email, scripts and templates.
Provide customers with initial product information and direct them to the appropriate dealership resources.
Present initial financing options based on customer needs.
Follow up with leads that are not ready to make an appointment or no-show.
Participate in team and process development sessions - keeping positive relationships with teammates, sales teams and dealership management.
Utilize CRM tracking system daily.
Qualifications
At least one previous role based in customer service experience
Excellent teammate with collaborative attitude and eagerness to improve
Prompt and courteous demeanor
Positive and hardworking personality
Strong computer skills
Valid driver's license
Willing to submit to a pre-employment background check and drug screen
We are an equal opportunity employer and prohibit discrimination/harassment 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.
Auto-ApplyTrade Show Rep
Hilliard, OH
Everdry Waterproofing is looking to add self-motivated individuals to our trade show team in a permanent Part-Time Position. Work at a variety of locations in and around Columbus, OH including malls, trade shows, home and garden shows, country fairs and other events scheduling homeowners for FREE FOUNDATION INSPECTIONS.
We offer FLEXIBLE SCHEDULING to accommodate a variety of work schedules (5-30 hour work week). Hourly pay ($15.00) plus bonus and commission. This is a perfect position for retirees, professionals looking for extra income, homemakers and students.
Candidate should have some customer service and/or sales experience. Reliable transportation and valid driver's license a must.
Job Type: Part-time
Pay: From $15.00 per hour
Expected hours: 5 - 30 per week
Benefits:
Flexible schedule
Mileage reimbursement
Paid training
Referral program
Compensation Package:
Bonus opportunities
Commission pay
Schedule:
Evenings as needed
Every weekend
Monday to Friday
Weekends as needed
Work Location: On the road
Financial Services Representative - State Farm Agent Team Member
Sidney, OH
Job DescriptionBenefits:
Simple IRA
Bonus based on performance
Competitive salary
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development
ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Ashley Himes - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge reinforces your sales-minded and consultative approach to educating customers on their options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Consult customers with financial planning and investment options.
Assist customers with portfolio management and asset allocation.
Conduct financial reviews and recommend appropriate products.
Maintain compliance with state regulations.
QUALIFICATIONS:
Prior experience in financial services preferred.
Analytical and communication skills.
Able to make presentations to customers.
Life/Health insurance license (must be able to obtain, current licensees preferred).
FINRA Series 65 or 7 (must be able to obtain, current licensees preferred).
BDC Representative
Warrensville Heights, OH
About Us
Here at TIm Lally Chevrolet, we believe our employees are our greatest asset. As such, we treat all employees with respect and appreciation for their contributions to the company. We believe not only in providing ongoing training, but also rewarding outstanding effort and results through bonus and commission programs. Join the Cleveland area's fastest growing Chevy dealership! We are a family-owned single-point store that has been in business over 90 years. We know our employees are what makes the difference at Tim Lally Chevrolet!
Benefits
401(K) Plan
Medical Plan
Dental Plan
Vision Plan
Promote from within
Paid Vacation
Holiday Pay
In House Training
Responsibilities
Answer customer calls and establish follows-up with sales or service appointments.
Respond quickly to internet, phone and live chat inquiries using email, scripts and templates.
Provide customers with initial product information and direct them to the appropriate dealership resources.
Follow up with leads that are not ready to make an appointment or no-show.
Participate in team and process development sessions - keeping positive relationships with teammates, sales teams and dealership management.
Utilize CRM tracking system and other programs daily.
Qualifications
At least one previous role based in customer service experience
Excellent teammate with collaborative attitude and eagerness to improve
Prompt and courteous demeanor
Positive and hardworking personality
Strong computer skills
Valid driver's license
We are an equal opportunity employer and prohibit discrimination/harassment 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.
Auto-ApplyQSR Representative
Avon, OH
Shift Availability Flexible Availability Job Type Hiring Range: $15.00 to $15.50 Circle K is an Equal Opportunity Employer. The Company complies with the Americans with Disabilities Act (the ADA) and all state and local disability laws. Applicants with disabilities may be entitled to a reasonable accommodation under the terms of the ADA and certain state or local laws as long as it does not impose an undue hardship on the Company. Please inform the Company's Human Resources Representative if you need assistance completing any forms or to otherwise participate in the application process.
Click below to review information about our company's use of the federal E-Verify program to check work eligibility:
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BDC Representative
Massillon, OH
We are looking for an enthusiastic BDC representative to join our growing dealership's sales team. You will be responsible for coordinating all incoming requests made via telephone or online, searching for potential sales leads, booking appointments for the showroom, and acting as a first point of contact for our customers.
This is a in-person position here at the dealership only. We offer training for qualified candidates. Experience is a plus, but not necessary.
Responsibilities Include
Answering incoming phone calls and online inquiries
Documenting customers details and comments in our system
Scheduling appointments for our sales staff and following up with any "no show" appointments
Providing up to date product knowledge
Maintaining contact with our customers via outbound texts, phone calls and emails
Making customers aware of promotions
BDC Requirements
Maintain excellent attendance and work ethic
Great verbal communication skills
Highly organized and able to learn quickly
Proficient with Windows, internet applications, and general computer skills
Professional and personable demeanor
We Offer
401k with employer match
Paid vacation (full time only)
Health insurance (full time only)
Dental Insurance (full time only)
Very casual dress code
Hourly pay with bonus
Auto-ApplyFinancial Services Representative State Farm Agent Team Member
Beachwood, OH
Job DescriptionBenefits:
401(k) matching
Bonus based on performance
Paid time off
Training & development
Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Financial Services Representative State Farm Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential.
Responsibilities
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.
Maintain a strong work ethic with a total commitment to success each and every day.
As an Agent Team Member, you will receive...
Simple IRA
Salary plus commission/bonus
Paid time off (vacation and personal/sick days)
Flexible hours
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
Excellent communication skills - written, verbal and listening
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
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.
OH-Financial Services Sales Representative (1099)
Cincinnati, OH
Financial Services Sales Representative (1099) Cincinnati, OH
Part-Time or Full-Time | Flexible Schedule | Unlimited Earning Potential!!!
Take control of your career and income while helping families achieve financial freedom. Cameron Howell & Associates-Primerica Financial Services is seeking motivated individuals ready for a career change or supplemental income. This role is perfect for teachers, nurses, retail professionals, or anyone looking to start fresh with a flexible, entrepreneurial opportunity.
What Youll Do
Connect with individuals and families to provide financial solutions
Provide education on life insurance, investments, and retirement planning
Grow your business through referrals, networking, and community engagement
Participate in training and mentorship programs to earn professional licenses
What We Offer
Flexible schedule with part-time or full-time options
Unlimited income potential based on performance
Comprehensive training and licensing support
Career advancement opportunities within a nationwide organization
Supportive team environment focused on growth and impact
Who You Are
Self-motivated and entrepreneurial
Passionate about helping others and building relationships
No prior financial experience required
Start building your business, impacting lives, and achieving financial freedom with Cameron Howell & Associates-Primerica Financial Services.
Financial Advisor - Securities Administration
Jackson, OH
The Financial Advisor represents WesBanco Securities in an assigned branch-based territory and is responsible for securities production goals in those assigned branches. In this position you will be responsible for providing investment counseling to bank and non-bank clients and offering products that include, but are not limited to mutual funds, annuities, and fee-based accounts. You will also work with and coach licensed bankers in your market with respect to their investment sales activity. You will also work with other business partners as you identify opportunities for their products and services such as trust or insurance services and other products under the supervision of WesBanco Wealth Management.
The advisor must possess strong interpersonal skills and have the ability to work with bank partners at all levels of the company. The ability to be proactive and generate business is essential, in addition to cultivating relationships with branch employees and partners.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Prospect clients to establish business relationships.
Profile clients and recommend suitable investment and insurance solutions.
Provide a great client experience to all clients and prospects.
Open investment and insurance accounts. Manage and monitor customer service requests, transfers, exchanges and/or any transactions processed on behalf of the clients.
Participate in seminars, branch training and community events in support of WesBanco Securities.
Support retail and other divisions in cross referring clients for bank offered services.
Coach and train Senior and Licensed Personal Bankers and branch employees.
OTHER REQUIREMENTS:
Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.
Willingness to provide a level of service which will clearly differentiate us from our competitors.
Must possess proven sales skills, be proactive and generate opportunities.
Ability to perform general clerical duties and operate various departmental equipment.
Proficiency using Microsoft Office products (Word, Excel, Outlook and Powerpoint).
Ability to learn various software systems to accomplish work responsibilities.
Investment Sales in a banking environment is highly regulated and the advisor is expected to acquire and maintain a proficiency in the Bank's and FINRA (Financial Industry Regulatory Authority) policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. The advisor will also be expected to complete all assigned compliance training in a timely manner.
Professional demeanor in appearance, interpersonal relations, work ethic and attitude.
Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to bank employees and bank customers.
Ability to analyze, comprehend and act in accordance with various regulatory entities.
Ability to interact professionally with Bank business partners and customers.
Must possess strong organizational and planning skills.
Ability to maintain confidentiality.
Must be self-motivated.
Ability to handle travel to assigned offices.
Bachelor's Degree preferred.
State Life & Health insurance licenses and FINRA SIE, Series 7 and 66 (or 63 and 65) required.
Knowledge of core investment products including fixed and variable annuities and mutual funds.
Must have fundamental understanding of Bank services and operations.
Market (investment) knowledge.
Experience in investment sales or related fields.
Experience coaching, mentoring, and developing others preferred. Ability to provide input for performance evaluations.
Financial Services Representative State Farm Agent Team Member
Whitehouse, OH
Job DescriptionBenefits:
Bonus based on performance
Paid time off
Training & development
ROLE DESCRIPTION: As a Financial Services Representative State Farm Agent Team Member with JENNIFER ROBERTS - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Use a customer-focused, needs-based review process to educate customers about insurance options.
Work with the agent to establish and meet marketing goals
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
QUALIFICATIONS:
Proficiency in Microsoft Office applications.
Strong mathematical skills.
Excellent analytical, organizational, and problem-solving skills.
Effective communication skills.
Exceptional customer service skills.
Successful track record of meeting sales goals/quotas preferred
BENEFITS:
Salary plus commission/bonus
Paid time off (vacation and personal/sick days)
IRA with matching benefit
Growth potential/Opportunity for advancement within my office
Financial Services Representative - State Farm Agent Team Member
Springfield, OH
Job DescriptionBenefits:
Simple IRA
Bonus based on performance
Competitive salary
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development
ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Ashley Himes - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge reinforces your sales-minded and consultative approach to educating customers on their options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Consult customers with financial planning and investment options.
Assist customers with portfolio management and asset allocation.
Conduct financial reviews and recommend appropriate products.
Maintain compliance with state regulations.
QUALIFICATIONS:
Prior experience in financial services preferred.
Analytical and communication skills.
Able to make presentations to customers.
Life/Health insurance license (must be able to obtain, current licensees preferred).
FINRA Series 65 or 7 (must be able to obtain, current licensees preferred).