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American Legacy Solutions
Santa Ana, CA, United States
Looking to hire a detail-oriented financial services professional to persuade clients to purchase our financial products and services. The financial services representative’s responsibilities include responding to clients' inquiries in a professional manner, providing sound financial advice to clients, cross-selling our products and services where
Job Source: American Legacy SolutionsAmerican Legacy Solutions
Riverside, CA, United States
Looking to hire a detail-oriented financial services professional to persuade clients to purchase our financial products and services. The financial services representative’s responsibilities include responding to clients' inquiries in a professional manner, providing sound financial advice to clients, cross-selling our products and services where
Job Source: American Legacy SolutionsEquitable
Irvine
Financial Professional - CA, Irvine (5113) ( 240000BO ) **Primary Location** : UNITED STATES-CA-Irvine **Organization** : Equitable Advisors **Description** **Equitable Advisors** is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being provi
Job Source: EquitableEasterseals Southern California
Covina, CA, United States
Overview Join our team, working at our new home where we will soon begin providing excellent service! Are you passionate about helping and caring for people? Are you now or have you ever been a caregiver? Then apply now! Starting pay: $20.00 per hour plus benefits Available Shifts Sunday: 6am - 2pm or 8am - 4pm Monday: 12am - 8am Why join Easters
Job Source: Easterseals Southern CaliforniaVivo Aquatic Group
Irvine, CA, United States
Description Job Title: Professional Services Technician Department: Operations Reports To: Professional Services Manager Supervises: N/A Job Classification: Full-Time / Hourly, Non-Exempt SUMMARY OF ESSENTIAL DUTIES AND RESPONSIBILITIES The main role of the Professional Services Technician is to provide technical expertise, training, and suppo
Job Source: Vivo Aquatic GroupVivoAquatics
Irvine, CA, United States
Job Title: Professional Services Technician Department: Operations Reports To: Professional Services Manager Supervises: N/A Job Classification: Full-Time / Hourly, Non-Exempt SUMMARY OF ESSENTIAL DUTIES AND RESPONSIBILITIES The main role of the Professional Services Technician is to provide technical expertise, training, and support for
Job Source: VivoAquaticsVivoAquatics
Irvine, CA, United States
Job Description Job Description Description: Job Title: Professional Services Technician Department: Operations Reports To: Professional Services Manager Supervises: N/A Job Classification: Full-Time / Hourly, Non-Exempt SUMMARY OF ESSENTIAL DUTIES AND RESPONSIBILITIES The main role of the Professional Services Technician is to provide tech
Job Source: VivoAquaticsPenske Automotive
Santa Ana, CA, United States
Crevier BMW, a Penske Automotive Group dealership, is looking for an experienced Financial Services Consultant to join our team and deliver extraordinary customer experiences. JOIN OUR TEAM At Penske Automotive Group (PAG), we strive to create a positive and challenging workplace that promotes excellence and achievement, and we aim to deliver the
Job Source: Penske AutomotiveAnaheim, CA, United States
New York Life in Anaheim, CA is seeking a Financial Services Professional to join our esteemed team. At New York Life, we pride ourselves on our commitment to providing top-tier financial services and solutions to our clients. As a Financial Services Professional, you will play a crucial role in helping individuals and families secure their financial futures. Your passion for finance, dedication to client satisfaction, and drive to excel will be instrumental in achieving success in this role. Join us at New York Life and embark on a rewarding career journey in the financial services industry. Responsibilities: • Develop and maintain a client base by providing financial planning services and insurance products. • Conduct thorough financial needs analysis to understand clients' goals and objectives. • Recommend suitable investment strategies and insurance solutions based on clients' financial situations. • Monitor and review clients' financial plans regularly to ensure alignment with their goals. • Stay updated on industry trends, regulations, and product knowledge to provide accurate and timely advice to clients. Qualifications: • 2+ years of experience in financial services or insurance sales • Valid California driver's license with clean driving record and reliable personal vehicle • Proven track record of meeting and exceeding sales goals • Excellent verbal and written communication skills • Competencies: Sales Experience, Insurance Sales Experience Compensation: $127,000 - $160,000 yearly
• Develop and maintain a client base by providing financial planning services and insurance products. • Conduct thorough financial needs analysis to understand clients' goals and objectives. • Recommend suitable investment strategies and insurance solutions based on clients' financial situations. • Monitor and review clients' financial plans regularly to ensure alignment with their goals. • Stay updated on industry trends, regulations, and product knowledge to provide accurate and timely advice to clients.
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Email Alert for Financial Services Professional jobs in Anaheim, CA, United States
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