US - IL - Villa Park
June 4, 2024
Overview : • • Provides timely and courteous service to internal and external clients by researching, analyzing and resolving service requests and complaints. • Effectively answers questions related to existing contracts and products providing accurate, detailed and complete...
US - CA - San Diego
January 18, 2024
Overview: • The purpose of the Financial Representative is to meet the middle-income client needs for risk protection, financial security, and wealth creation by educating clients, analyzing needs, and recommending solutions in an ethical and client-focused manner. The Financial Representative...
US - SC - Charleston
June 9, 2024
Organization : Name: • CHARLESTON SC • Default: Location : City: • DANIEL ISLAND • Overview: • The purpose of the Financial Representative is to meet the middle-income client needs for risk protection, financial security, and wealth creation by educating clients, analyzing needs, and recommending...
US - NC - Charlotte
June 11, 2024
Overview : • Provide guidance and direction to Financial Representatives and responsible for leading production results, customer acquisition and agent retention. • Ensure the "Agency System" is executed effectively to ensure the achievement of staff scorecard objectives. • Responsibilities will...
US - MI - Troy
December 19, 2023
Overview: • The purpose of the Financial Representative is to meet the middle-income client needs for risk protection, financial security, and wealth creation by educating clients, analyzing needs, and recommending solutions in an ethical and client-focused manner. The Financial Representative...
US - OH - lima
April 2, 2024
Organization : Name: • LIMA OH • Default: Location : City: • LIMA • Overview: • The purpose of the Financial Representative is to meet the middle-income client needs for risk protection, financial security, and wealth creation by educating clients, analyzing needs, and recommending solutions in an...
US - KY - Louisville
June 11, 2024
Overview : • Provide guidance and direction to Financial Representatives and responsible for leading production results, customer acquisition and agent retention. • Ensure the "Agency System" is executed effectively to ensure the achievement of staff scorecard objectives. • Responsibilities will...