The Principal Financial Group® is growing and is looking for achievement-driven professionals who want to give and receive more value from their career. As a Financial Representative, you will work with clients to strategically map out their goals and develop a financial strategy to help them achieve what matters most. We need leaders who want
ESSENTIAL FUNCTIONS and RESPONSIBILITIES Ensures compliance with established recovery procedures and standards. Maintains quality control. Conducts periodic file reviews of team members’ files. Provides payroll administration services for claimants receiving payments from outside of company systems. Coordinates recovery activity on assigned cases. Refers cases to collection agencies as applicable. Notifies employees verbally and in writing
PROVIDE GUIDANCE TO CLIENTS REGARDING THE ADVANTAGES AND DISADVANTAGES OF VARIOUS INVESTMENT PRODUCTS AND STRATEGIES
As a financial representative with Thrivent Financial for Lutherans, you’ll make an impact through the work that you do
As a financial representative with Thrivent Financial for Lutherans, you'll make an impact through the work that you do.
Work closely with clients to develop a customized plan that meets long-term financial goals & objectives
The Partners Network is looking for both experienced sales and licensed professionals as well as individuals who would like to launch their career in the Financial Services/Insurance Industry. Financial Sales Representative/Financial Advisor Career Overview: Our career sales opportunity employs a distinctive sales and marketing program focusing on a defined market. Upon successful completion of the
The ideal candidate is a serious investment professional with years of experience, an existing client-base, and who understands the business.
Interviewing clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a suitable financial strategy.
Description of Customer Financial Services Representative Job: Bloomberg is seeking for an enthusiastic Customer Financial Services Representative to join the Accounting department. The selected candidate will be responsible for maintaining a positive relationship with our customers by providing excellent customer service while achieving the assigned target goals for a sizeable collections portfolio. The representative in