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
Description of Financial Assistance Representative Job The role of the Financial Application Rep is to provide extraordinary care to patients and customers through friendly, caring, courteous, and professional services as they process financial assistance applications according to Intermountain Healthcare guidelines. A successful Financial Assistance Representative becomes the patient’s advocate and works to assess all possible funding
Recommends investment solutions and advises the client regarding the advantages and disadvantages of different financial products such as mutual funds, annuities, insurance and investments that meet the client's needs
Financial Services Representative Job Description The Memphis firm of New England Financial opened its doors in 1933. By continually listening to and understanding our clients, the firm realized the changes in the marketplace and began to include many new areas of financial services. Financial Services Representative With the solid foundation of New England financial, and
Whether you're helping people take steps to become financially secure and protected or giving back to the community, you'll see the impact of your work spread through families and communities across the country
Stephen Ng Financial Group, LLC is a specialized financial services firm dedicated to helping pre-retirees and retirees preserve their assets and standard of living