Personal Financial Representative
Job Description
Would you like to own a meaningful financial services practice under the Allstate brand?
Scale your existing practice with proven support, flexibility and access to new customers. We’re looking for professionals with a growing practice who would like to use the Allstate brand and resources to expand, in your community.
Your Practice.
As an Allstate Financial Specialist, you’ll build your own financial services practice with support from Allstate. Your partnership with Allstate Agency owners will drive new business in your community and support your access to new revenue streams
Your Support Team.
We support our Financial Specialists across the nation with a variety of product offerings and continued education that helps them succeed.
Financial specialists can share space with an Allstate agency owner and obtain leads from them.
Your Rewards.
We believe hard work should be rewarded. At Allstate, we offer unlimited earning potential that’s always connected to the growth of your business.
Your Work.
A typical agency office has one financial specialist who meets with customers face-to-face and a team of licensed professionals who enhances the team's ability to build deep relationships with customers and provide leads.
Allstate provides support and expertise to help you build your business.
Job Qualifications
Are You a Fit?
We are looking for someone who possesses an unquenched entrepreneurial spirit and a strong track record of success. You’ll also need to have :
- At least 2 years of life insurance or financial services customer facing sales experience
- State Life / Health Insurance Licenses
- FINRA Series 6 or 7 and 63 (if applicable) licenses
- Blended mix of protection and asset accumulation sales
- Prior Experience as a Financial Advisor, Financial Planner, Registered Representative or Investment Representative preferred
- Professional designations such as RICP, FSCP, CLU, ChFC, CFP and LUTCF preferred
- Bachelor’s degree (or higher) with emphasis on business preferred
Related Jobs
Personal Financial Representative
Job Description
Would you like to own a meaningful financial services practice under the Allstate brand?
Scale your existing practice with proven support, flexibility and access to new customers. We’re looking for professionals with a growing practice who would like to use the Allstate brand and resources to expand, in your community.
Your Practice.
As an Allstate Financial Specialist, you’ll build your own financial services practice with support from Allstate. Your partnership with Allstate Agency owners will drive new business in your community and support your access to new revenue streams
Your Support Team.
We support our Financial Specialists across the nation with a variety of product offerings and continued education that helps them succeed.
Financial specialists can share space with an Allstate agency owner and obtain leads from them.
Your Rewards.
We believe hard work should be rewarded. At Allstate, we offer unlimited earning potential that’s always connected to the growth of your business.
Your Work.
A typical agency office has one financial specialist who meets with customers face-to-face and a team of licensed professionals who enhances the team's ability to build deep relationships with customers and provide leads.
Allstate provides support and expertise to help you build your business.
Job Qualifications
Are You a Fit?
We are looking for someone who possesses an unquenched entrepreneurial spirit and a strong track record of success. You’ll also need to have :
- At least 2 years of life insurance or financial services customer facing sales experience
- State Life / Health Insurance Licenses
- FINRA Series 6 or 7 and 63 (if applicable) licenses
- Blended mix of protection and asset accumulation sales
- Prior Experience as a Financial Advisor, Financial Planner, Registered Representative or Investment Representative preferred
- Professional designations such as RICP, FSCP, CLU, ChFC, CFP and LUTCF preferred
- Bachelor’s degree (or higher) with emphasis on business preferred
Caregiver/Personal Care Specialist
Urgently Hiring! It's more than just a job!
We are looking for YOU to make a difference in someone's life!
Join one of the fastest-growing home care companies in the nation. Senior Helpers is the first national in-home care company to be recognized as a Great Place to Work as a leading senior care provider! Senior Helpers was founded in 2002 with a vision to help seniors age with dignity.
Senior Helpers culture is based on solid core values, recognition of achievements, and respect.
Caregiver Benefits :
- Variety of shifts available for immediate start
- Competitive pay based on experience
- Flexible scheduling that works with your availability
- Friendly work environment and employee recognition events
- PPE supplied
- Specialized training and opportunities for personal certifications
- Satisfaction As a Senior Helpers Caregiver, you experience the privilege of giving back to your community with every shift you complete.
Responsibilities :
- Create and maintain open communication with seniors, their families, and our staff
- Assist with personal care
- Companionship
- Assist with all Activities of Daily Living (ADLs) as assigned
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.
IND000
Personal Risk Specialist
General Description :
The Personal Risk Specialist is an outside sales position focused on serving the unique insurance needs of affluent / high net worth clients.
In addition to cross selling, as a primary focus for business development, this role is also expected to establish additional sources of clients.
Responsibilities :
- Schedule appointments and visit with high net worth individuals to understand the lifestyle, concerns and unique insurance needs of high net worth individuals, with the ability to provide consultative advice to tailor personal risk management solutions accordingly.
- Achieve new business sales goals on an annualized basis based on our target market.
- In order to achieve the necessary revenue goals, the employee will be required to develop lists of prospective centers of influence and lead sources with clients that fall in the target group for the USI One Advantage.
- Successfully penetrate assigned prospect targets utilizing the Engagement Platform process with prospective business partners such as lawyers, financial services professionals, realtors and other professionals that serve the affluent segment of the market.
- Demonstrate ability to identify and overcome sales obstacles on a prospect-specific basis.
- Successfully develop and deploy sales and marketing strategies along with periodic communications to optimize USI's position in the marketplace.
- The Personal Risk Specialist will be required to meet with external centers of influence to prospect, engage and ultimately serve as a value added service that is provided to the clients of the center of influence.
- Build strong working relationships and win confidence of Commercial Lines and Employee Benefits production staff.
- Establish relationship as a trusted partner and advisor to clients and prospects.
- Develop and support cross-selling strategies for existing clients, as well as new relationships.
- Participate and, as necessary, lead meetings with existing and prospective clients.
- Manage employee and prospect data, including development of prospect lists from business clients, maintaining activity records in USI CRM and sales tracking programs.
- Develop and oversee preparation of proposals for Personal Risk Management clients and prospects, research and assist in writing responses to clients and present individual personalized insurance programs to prospective clients.
- Flexibility in schedule requires some evening hours.
Knowledge, Skills and Abilities :
- Ideal candidate will have a minimum of 3 years in High Net Worth or personal insurance sales or service.
- Outstanding written and oral communication skills.
- Must have personal lines insurance industry experience.
- Ability to travel 50% or more of the time and meet with clients.
- Good team work skills with an ability to work with minimum supervision.
- Highly motivated, goal oriented and organized individual that is driven to achieve individual sales goals.
- Good customer service skills that can be applied to the sales process.
- Strong knowledge of carriers and personal insurance market place.
- Understand and commit to mutual objectives of the Personal Insurance Practice and Regional Office.
- College degree preferred but high school diploma or graduate equivalent degree required.
- Active property-casualty license required (or must be obtained within 60 days of hire).
- Proficient in MS Office suite of products.
Base salary range is : $75,000 to $100,000 plus new business commission.
USI is proud to offer a full-suite of benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings account, short and long-term disability, company- and employee-paid life insurance as well as other unique employer-sponsored and voluntary programs.
USI also offers a generous paid time away program including fully paid time for employee disability leave, paid parental leave and holiday time.
LI-SM2
USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs.
USI also offers a generous paid family leave benefit as well as paid holiday time.
Salary Range : $75,000 - $100,000
Personal Banking Rep
Founded in 1963, FirstBank maintains more than $20 billion in assets and operates over 100 branch locations across Colorado, Arizona and California.
Its growth can be attributed to one simple philosophy : do right by customers, communities and employees, which is at the center of the company’s banking for good mantra.
FirstBank believes that diversity, equity, and inclusion are part of everything we do, both within and outside our company, and prides itself in hiring and training a diverse and talented group.
We strive to not only maintain a diverse workforce, but also ensure our employee experience garners a sense of belonging, is inclusive and equitable.
FirstBank believes that a company is nothing without the people that comprise it, and prides itself in hiring and training a diverse and talented group.
By joining the FirstBank team you will experience its great team culture with ample opportunity for growth. There’s an opportunity for everyone with positions all across the company, from Teller and Call Center to Technology and Lending.
Apply today to learn more and join the team!
A Brief Overview
A Personal Banking Representative assists customers by answering inquiries / requests, processing transactions, opening new accounts, and informing on products and services.
A Personal Banking Representative is responsible for cross-selling the Bank's products and balancing a cash drawer. The Representative will develop and maintain account relationships by providing solutions and resolving customer problems through quality customer service and product knowledge.
What you will do
- Assist customers with a wide range of inquiries and requests.
- Process deposits / withdrawals and redeem / negotiate cash instruments for consumer and commercial customers while maintaining a balanced cash drawer.
- Open new accounts and provide product / service information.
- Accept wire order agreements, stop payment requests, and dispute forms and send to appropriate departments for processing.
- Process transactions accurately and adhere to all compliance requirements.
- Review daily reports and perform maintenance on accounts.
- Recognize and develop opportunities for cross-selling FirstBank products and services.
- Sell bank products and meet company sales goals.
- Demonstrate knowledge and understanding of new account systems and account documentation requirements and disclosures.
- Perform other duties and projects as assigned by the market or region.
- Understand and comply with all provisions of the Safety in the Workplace policy.
- Hours may vary from 35-40 / week.
Minimum Requirements
Entry-level job with little or no prior relevant work experience in the function
Preferred Requirements
Cash handling and customer-service experience
Knowledge, Skills, and Abilities
- Good customer-service skills and the ability to work well with others
- Basic mathematic and problem-solving skills
- Comfortable in a sales environment
- Detail-oriented with the ability to multi-task and change directions quickly
Working Conditions and Physical Requirements
- Frequently remains stationary throughout a typical business day
- Frequently operates a computer and other office machinery, such as a calculator, copy machine, and computer printer
- Occasionally moves about inside the office to access file cabinets, office machinery, and other rooms
- Occasionally positions self to access drawers and shelves of various heights
- Frequently reaches for and handles paperwork and files
- Constantly communicates with customers, coworkers, and management in-person and on the phone
- Must be able to exchange accurate information
Salary Range
$20 Per Hour
Statement of Benefits
FirstBank offers a suite of benefits that support our employees’ professional, financial, physical, emotional and spiritual well-being.
Benefits currently offered with our positions include : Paid Time Off / paid leave programs, 401K / Employee Stock Ownership, United Healthcare medical, MetLife dental, VSP vision, Employee tuition reimbursement, Volunteer Time Off, Short-Term Disability, Long-Term Disability, and Group Life Insurance / AD&D
This Job may be eligible for the :
- Teller Balancing Incentive Plan
- New Accounts Cross-Sell Queue Incentive Plan
FirstBank is an EOE / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or any other applicable status protected by state or local law.
FirstBank does not permit pay inequities. Anyone who believes they have been subject to pay inequity should immediately report their concerns to the Human Resource Department.
Caregiver/Personal Care Assistant
Live your best life possible by helping others live theirs. Our caregivers are the heart and soul of what we do. At ComForCare, we like to celebrate successes and have fun while building meaningful relationships.
Join our team and be a part of a certified ! Our CaregiverFirst promise is that our at home caregivers will be :
- Treated with respect and dignity.
- Provided exceptional training on a regular and ongoing basis.
- Are never alone in the field - support is always available.
- Are thoughtfully matched with clients that they are compatible with.
What you’ll be doing :
- Assist with daily activities to help clients stay independent and in their own homes.
- Provide assistance with personal care.
- Assist with mobility, transfers and range of motion exercises.
- Handle meal planning, preparation and feeding.
- Properly manage household needs.
- Provide companionship and respite services for the family.
What we’re looking for :
- A passion to serve and help others live their best lives possible.
- High school diploma or G.E.D. certificate.
- Access to reliable transportation.
- Previous experience caregiving for clients in homes or senior communities is a bonus.
What we offer :
- Great wages! Get PAID EVERY DAY with Tapcheck on-demand pay.
- Health, dental, vision and other benefits (for 30 hours per week employees).
- Paid Time Off.
- 401K (beginning Jan 2023).
- Flexible schedule. We have shifts 24 / 7 / 365. Work when it's best for you.
- Work place where team members are valued and respected. Join a certified !
- Employee Referral Bonus Programs.
- Ongoing Training : hands on, virtual and classroom.
Compensation : $ - $ per hour
Live your best life possible while helping others live theirs.
Our Caregivers are the heart and soul of what we do. For that reason, we put our CaregiversFirst each and every day.
At ComForCare, it is our CaregiverFirst promise, that our caregivers will be :
- Treated with respect and dignity.
- Provided exceptional training on a regular and ongoing basis.
- Are never alone in the field - support is always available.
- Thoughtfully matched with clients that they are compatible with.
Join our team and be a part of a certified Great Place To Work®! Thousands of ComForCare employees were surveyed and the response was overwhelmingly positive, with 90% agreeing that ComForCare is in fact a Great Place To Work®.
By selecting the positions below, you acknowledge that you are applying for employment with an independently owned and operated ComForCare franchisee, a separate company and employer from ComForCare and any of its affiliates or subsidiaries.
You understand that each independent franchisee is solely responsible for all decisions relating to employment including (and without limitation to) hiring and termination, and ComForCare does not accept, review or store my application.
Any questions about your application or the hiring process must be directed to the locally owned and operated ComForCare franchisee.
Equal Opportunity Employer : Disability / Veteran.