As a Skip Tracer you will be responsible for skip tracing accounts within the scope of applicable laws and regulations in a manner that denotes professionalism and integrity. Ideal candidate will have had experience in post charge-off collections, including skip tracing. Minimum 38.5 hours per week.
Essential Duties & Responsibilities:
Use all internet databases and phone tools in order to locate customers/collateral
Build successful relationships with contractors and clients in order to service accounts
Communicate verbally or systematically with clients and/or contractors to:
Provide updates regarding account status and service levels; recommend changes if needed
Obtain new leads on customers / collateral locations
Obtain any necessary documentation or guidance to pursue the collateral/customers (i.e. Credit Applications/Reference sheets and prior communication with their customer)
Ensure all information/leads provided are being acknowledged and reacted to
Provide frequent updates to summarize progress made throughout the lifecycle of orders until concluded
Monitor recovery industry for competitive changes and new products that will assist collateral recovery
Conduct initial review of information provided by clients to ensure accuracy
Skip Tracing of customers and/or other parties to:
Identify the best known address to locate the client’s collateral or customer
Determine if the client’s customer has filed Bankruptcy, Active Duty Military, current owner/registrant of the vehicle
Confirm the current Lien holder (if any) of the collateral being pursued
Initiate contact with client’s customers, references, relatives and associates
Schedule and assign orders to appropriate contractors to ensure expectations are met and information provided is understood
Use independent judgment and discretion to ensure compliance with all state and federal codes, regulations, and laws that pertain to the position
Skills & Traits Necessary for Success:
Inquisitive mind
Critical thinking skills
Problem solver
Minimum Qualifications:
Either 2+ years skip tracing related experience or minimum 1 year internal Light Investigative Skip (LIS) or 2 + years of collection or repossession experience
Knowledge and thorough understanding of internet search tools utilized to trace individuals or collateral
Full working knowledge of / experience with state and federal rules and regulations pertaining to the CFPB, FDCPA, GLBA, ECPA/TPA
Good organizational skills
Effective time management skills / ability to multi-task efficiently
Professionalism and business savvy
Excellent verbal/phone and written communication skills
Computer savvy / proficient with basic Windows software
Ability to sit for prolonged periods of time
Ability to view and read PC screen throughout the day
High school diploma or equivalent
Working Conditions/Physical Requirements :
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is:
Occasionally required to stand and walk
Extensive use of computer and keyboard and viewing of computer screen is required
Other working conditions are normal for an office environment
Feb 10, 2020
Full time
As a Skip Tracer you will be responsible for skip tracing accounts within the scope of applicable laws and regulations in a manner that denotes professionalism and integrity. Ideal candidate will have had experience in post charge-off collections, including skip tracing. Minimum 38.5 hours per week.
Essential Duties & Responsibilities:
Use all internet databases and phone tools in order to locate customers/collateral
Build successful relationships with contractors and clients in order to service accounts
Communicate verbally or systematically with clients and/or contractors to:
Provide updates regarding account status and service levels; recommend changes if needed
Obtain new leads on customers / collateral locations
Obtain any necessary documentation or guidance to pursue the collateral/customers (i.e. Credit Applications/Reference sheets and prior communication with their customer)
Ensure all information/leads provided are being acknowledged and reacted to
Provide frequent updates to summarize progress made throughout the lifecycle of orders until concluded
Monitor recovery industry for competitive changes and new products that will assist collateral recovery
Conduct initial review of information provided by clients to ensure accuracy
Skip Tracing of customers and/or other parties to:
Identify the best known address to locate the client’s collateral or customer
Determine if the client’s customer has filed Bankruptcy, Active Duty Military, current owner/registrant of the vehicle
Confirm the current Lien holder (if any) of the collateral being pursued
Initiate contact with client’s customers, references, relatives and associates
Schedule and assign orders to appropriate contractors to ensure expectations are met and information provided is understood
Use independent judgment and discretion to ensure compliance with all state and federal codes, regulations, and laws that pertain to the position
Skills & Traits Necessary for Success:
Inquisitive mind
Critical thinking skills
Problem solver
Minimum Qualifications:
Either 2+ years skip tracing related experience or minimum 1 year internal Light Investigative Skip (LIS) or 2 + years of collection or repossession experience
Knowledge and thorough understanding of internet search tools utilized to trace individuals or collateral
Full working knowledge of / experience with state and federal rules and regulations pertaining to the CFPB, FDCPA, GLBA, ECPA/TPA
Good organizational skills
Effective time management skills / ability to multi-task efficiently
Professionalism and business savvy
Excellent verbal/phone and written communication skills
Computer savvy / proficient with basic Windows software
Ability to sit for prolonged periods of time
Ability to view and read PC screen throughout the day
High school diploma or equivalent
Working Conditions/Physical Requirements :
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is:
Occasionally required to stand and walk
Extensive use of computer and keyboard and viewing of computer screen is required
Other working conditions are normal for an office environment
Agency Development Manager
Colonial Life has an immediate opportunity for an Agency Development Manager to join our market-leading team in providing comprehensive benefits education, excellent customer service and personal insurance products at the worksite to help America’s workers protect what they’ve worked so hard to build.
We have more than 75 years of experience and a strong reputation as an industry leader in voluntary benefits. Colonial Life offers sales and management training along with dependable home office support to guide you through the process of growing your own business, so you can realize your unlimited growth potential.
What are you interested in?
• Building your own business?
• Enjoying a flexible work schedule that fits your lifestyle?
• Making an impact in your community by recruiting, mentoring and empowering others to succeed?
• Receiving due recognition, competitive compensation and lucrative, performance-based bonus opportunities?
Joining our team as an Agency Development Manager puts you in charge of your career so you focus on the things you value most.
Discover your unlimited potential!
As an independent Agency Development Manager, you’ll be empowered to:
• Develop a sales team and market presence.
• Grow your business by helping a sales team seize opportunities to open new accounts and service existing ones.
• Earn recognition and rewards based on your success.
Desired skills and experience:
• Previous sales and management experience is helpful.
• Strong desire to lead and motivate a team.
• Insurance licensing is preferred, but can be obtained during the contracting process
Successful Agency Development Managers are energetic self-starters who build a sales team by recruiting and training new representatives. They have the ability to sell direct, as well as through insurance brokers, to businesses of all sizes in their communities.
This is a 1099 contractor role.
Learn more at www.coloniallife.com/salesteam .
Feb 04, 2020
Full time
Agency Development Manager
Colonial Life has an immediate opportunity for an Agency Development Manager to join our market-leading team in providing comprehensive benefits education, excellent customer service and personal insurance products at the worksite to help America’s workers protect what they’ve worked so hard to build.
We have more than 75 years of experience and a strong reputation as an industry leader in voluntary benefits. Colonial Life offers sales and management training along with dependable home office support to guide you through the process of growing your own business, so you can realize your unlimited growth potential.
What are you interested in?
• Building your own business?
• Enjoying a flexible work schedule that fits your lifestyle?
• Making an impact in your community by recruiting, mentoring and empowering others to succeed?
• Receiving due recognition, competitive compensation and lucrative, performance-based bonus opportunities?
Joining our team as an Agency Development Manager puts you in charge of your career so you focus on the things you value most.
Discover your unlimited potential!
As an independent Agency Development Manager, you’ll be empowered to:
• Develop a sales team and market presence.
• Grow your business by helping a sales team seize opportunities to open new accounts and service existing ones.
• Earn recognition and rewards based on your success.
Desired skills and experience:
• Previous sales and management experience is helpful.
• Strong desire to lead and motivate a team.
• Insurance licensing is preferred, but can be obtained during the contracting process
Successful Agency Development Managers are energetic self-starters who build a sales team by recruiting and training new representatives. They have the ability to sell direct, as well as through insurance brokers, to businesses of all sizes in their communities.
This is a 1099 contractor role.
Learn more at www.coloniallife.com/salesteam .
Combined Insurance Company of America
Charlotte Metro, 28262
If You Are
● Motivated by challenges and rewards and can persevere
● Competitive and possess the ability to exceed target goals
● Passionate about sales and meeting customers’ needs
● Willing to invest the time necessary to grow a career
Then we have the career opportunity for you!
We offer a competitive performance-based compensation package; including the opportunity to earn weekly base pay for your first 26 weeks while you are building your clientele, if production requirements are met. Competitive commissions, plus performance bonus opportunities.
W2 Employee Benefits Package Includes
● Medical / Dental / Vision / Prescription Drug Plan
● Short-Term and Long-Term Disability Plan
● Company Paid Life Insurance
● 401(K) with company match up to 6% and Stock Purchase Plan for those who qualify
Expectations of Job
● Generate sales by meeting with prospective and existing clients
● Meet production and activity standards
● Complete Combined’s industry leading training program both locally and in Chicago headquarters
● Participate in company meetings
● Learn and be able to demonstrate company sales materials
Skills & Competencies
● Excellent needs-based sales and negotiation skills
● Strong communication skills both verbal and written
● Ability to interact with diverse clients
● Demonstrate personal initiative and the ability to problem solve
Knowledge & Experience
● Successful and stable work history
● Basic computer skills (preferred)
● Commissioned sales experience (preferred but not required)
● Knowledge of insurance industry (preferred but not required)
Qualifications
Minimum Criteria To Be Considered
● 1-2 years of sales experience - any industry
● 1-2 years of customer service experience
● High School Diploma or GED preferred
● Local area travel
● State Accident & Health insurance license or willingness to obtain one during on-boarding
If you are ready to put your sales experience to use in a career that provides a tremendous service to the community you live in, give us a call and make Combined Insurance your new home!
Feb 03, 2020
Full time
If You Are
● Motivated by challenges and rewards and can persevere
● Competitive and possess the ability to exceed target goals
● Passionate about sales and meeting customers’ needs
● Willing to invest the time necessary to grow a career
Then we have the career opportunity for you!
We offer a competitive performance-based compensation package; including the opportunity to earn weekly base pay for your first 26 weeks while you are building your clientele, if production requirements are met. Competitive commissions, plus performance bonus opportunities.
W2 Employee Benefits Package Includes
● Medical / Dental / Vision / Prescription Drug Plan
● Short-Term and Long-Term Disability Plan
● Company Paid Life Insurance
● 401(K) with company match up to 6% and Stock Purchase Plan for those who qualify
Expectations of Job
● Generate sales by meeting with prospective and existing clients
● Meet production and activity standards
● Complete Combined’s industry leading training program both locally and in Chicago headquarters
● Participate in company meetings
● Learn and be able to demonstrate company sales materials
Skills & Competencies
● Excellent needs-based sales and negotiation skills
● Strong communication skills both verbal and written
● Ability to interact with diverse clients
● Demonstrate personal initiative and the ability to problem solve
Knowledge & Experience
● Successful and stable work history
● Basic computer skills (preferred)
● Commissioned sales experience (preferred but not required)
● Knowledge of insurance industry (preferred but not required)
Qualifications
Minimum Criteria To Be Considered
● 1-2 years of sales experience - any industry
● 1-2 years of customer service experience
● High School Diploma or GED preferred
● Local area travel
● State Accident & Health insurance license or willingness to obtain one during on-boarding
If you are ready to put your sales experience to use in a career that provides a tremendous service to the community you live in, give us a call and make Combined Insurance your new home!
Pitzer College’s Office of Financial Aid seeks a talented individual with a great attention for detail for Financial Aid Assistant. This is a regular, full-time, non-exempt, staff position. This position serves as the initial contact for visitors to the office and juggles telephone, email and phone inquiries with a friendly demeanor, tact and diplomacy. Duties may require specialized knowledge and are confidential in nature. The ideal candidate will possess excellent interpersonal, organizational and customer service skills.
The Pitzer Office of Financial Aid supports the goals of the admission program: to bring a student body of quality and diversity to campus. The Office is committed to assisting students meet the cost of Pitzer by meeting 100% of demonstrated need. You can learn more about our Office and staff by visiting us online at https://www.pitzer.edu/financial-aid/ and our employment benefits at https://www.pitzer.edu/human-resources/benefits/ .
Work Hours: This is a full-time position working 40 hours per week for 12 months annually. The regular hours for this position are 8:00 am to 5:00 pm, Monday through Friday. These hours may vary due to needs of the College or department.
Note : this is a summary of the essential functions and requirements for the position; a detailed description is available at the hyperlink listed below.
REQUIRED KNOWLEDGE, SKILLS AND ABILITIES
Education: Must have a high school diploma plus two years of college; or any combination of education and experience that provides the required skills and abilities. A bachelor’s degree from an accredited institution is preferred.
Experience: Must have one year of full-time experience in general office assignments. Preference will be given to individuals with experience in financial aid or student services positions with significant computer experience. Experience with PowerFAIDS is preferred.
COMPENSATION:
Pay Rate: The hourly rate is commensurate with qualifications plus excellent benefits. The pay range will be available to interviewed applicants by request. Benefits can be viewed at http://www.pitzer.edu/human-resources/benefits/ .
Benefits : This position is eligible for the College’s full program of employee benefits subject to the terms and conditions in the plan documents/policies, including: medical, dental, vision, group life insurance of at least $20,000, 12% employer retirement contributions, tuition remission within The Claremont Colleges, gym/fitness resources (including a personal trainer), free parking, an interest-free computer loan, and more. Note: Restrictions or service requirements apply . Visit http://www.pitzer.edu/human-resources/benefits/ for details. Contact us at HR@pitzer.edu if you have questions.
Aug 27, 2019
Full time
Pitzer College’s Office of Financial Aid seeks a talented individual with a great attention for detail for Financial Aid Assistant. This is a regular, full-time, non-exempt, staff position. This position serves as the initial contact for visitors to the office and juggles telephone, email and phone inquiries with a friendly demeanor, tact and diplomacy. Duties may require specialized knowledge and are confidential in nature. The ideal candidate will possess excellent interpersonal, organizational and customer service skills.
The Pitzer Office of Financial Aid supports the goals of the admission program: to bring a student body of quality and diversity to campus. The Office is committed to assisting students meet the cost of Pitzer by meeting 100% of demonstrated need. You can learn more about our Office and staff by visiting us online at https://www.pitzer.edu/financial-aid/ and our employment benefits at https://www.pitzer.edu/human-resources/benefits/ .
Work Hours: This is a full-time position working 40 hours per week for 12 months annually. The regular hours for this position are 8:00 am to 5:00 pm, Monday through Friday. These hours may vary due to needs of the College or department.
Note : this is a summary of the essential functions and requirements for the position; a detailed description is available at the hyperlink listed below.
REQUIRED KNOWLEDGE, SKILLS AND ABILITIES
Education: Must have a high school diploma plus two years of college; or any combination of education and experience that provides the required skills and abilities. A bachelor’s degree from an accredited institution is preferred.
Experience: Must have one year of full-time experience in general office assignments. Preference will be given to individuals with experience in financial aid or student services positions with significant computer experience. Experience with PowerFAIDS is preferred.
COMPENSATION:
Pay Rate: The hourly rate is commensurate with qualifications plus excellent benefits. The pay range will be available to interviewed applicants by request. Benefits can be viewed at http://www.pitzer.edu/human-resources/benefits/ .
Benefits : This position is eligible for the College’s full program of employee benefits subject to the terms and conditions in the plan documents/policies, including: medical, dental, vision, group life insurance of at least $20,000, 12% employer retirement contributions, tuition remission within The Claremont Colleges, gym/fitness resources (including a personal trainer), free parking, an interest-free computer loan, and more. Note: Restrictions or service requirements apply . Visit http://www.pitzer.edu/human-resources/benefits/ for details. Contact us at HR@pitzer.edu if you have questions.
The Moody Street Group, LLC , a General Agency, of the Companies of OneAmerica®, works with a diverse clientele including individuals, business owners, professionals and families. We assist our clients in attaining financial objectives by providing a broad range of products and services that can help create, accumulate and conserve wealth. The Moody Street Group, LLC, with offices in Newton, Massachusetts and South Windsor, Connecticut is actively recruiting new associates. We are interested in meeting highly motivated, success-oriented individuals with undergraduate or graduate degrees in business, marketing, finance, accounting, economics, law or communications who are looking for a professional sales career with excellent income potential.
Our Financial Services Sales Representatives , utilize a values based approach and market primarily by introduction. We are supported by a marketing staff that is trained to do the back-office work, which allows financial representatives more time to see and interact with clients. Our marketing team provides new Financial Services Sales Representatives with a comprehensive and sophisticated training program . New Financial Services Sales Representatives will also benefit from a wide range of technical sales support provided by professional career associates who are leaders in the industry. We offer competitive compensation. We also provide group benefits, pension, tuition reimbursement for professional designations and conferences at worldwide locations.
If you would like meet with us to learn more,
E-mail jbreedlove@moodystreet.com to schedule an interview.
Note : S ecurities offered through OneAmerica Securities, Inc.,Member FINRA, SIPC, A Registered Investment Advisor. Insurance Representatve of American United Life Insurance Company® (AUL )and other insurance companies. The Moody Street Group, LLC is not an affiliate of OneAmerica Securities or AUL and is not a broker dealer or a Registered Investment Advisor.
The companies of OneAmerica : American United Life Insurance Company®, The State Life Insurance Company, OneAmerica Securities, Inc., McCready and Keene, Inc., Pioneer Mutual Life Insurance Company and AUL Reinsurance Management Services, LLC..
Aug 03, 2019
Full time
The Moody Street Group, LLC , a General Agency, of the Companies of OneAmerica®, works with a diverse clientele including individuals, business owners, professionals and families. We assist our clients in attaining financial objectives by providing a broad range of products and services that can help create, accumulate and conserve wealth. The Moody Street Group, LLC, with offices in Newton, Massachusetts and South Windsor, Connecticut is actively recruiting new associates. We are interested in meeting highly motivated, success-oriented individuals with undergraduate or graduate degrees in business, marketing, finance, accounting, economics, law or communications who are looking for a professional sales career with excellent income potential.
Our Financial Services Sales Representatives , utilize a values based approach and market primarily by introduction. We are supported by a marketing staff that is trained to do the back-office work, which allows financial representatives more time to see and interact with clients. Our marketing team provides new Financial Services Sales Representatives with a comprehensive and sophisticated training program . New Financial Services Sales Representatives will also benefit from a wide range of technical sales support provided by professional career associates who are leaders in the industry. We offer competitive compensation. We also provide group benefits, pension, tuition reimbursement for professional designations and conferences at worldwide locations.
If you would like meet with us to learn more,
E-mail jbreedlove@moodystreet.com to schedule an interview.
Note : S ecurities offered through OneAmerica Securities, Inc.,Member FINRA, SIPC, A Registered Investment Advisor. Insurance Representatve of American United Life Insurance Company® (AUL )and other insurance companies. The Moody Street Group, LLC is not an affiliate of OneAmerica Securities or AUL and is not a broker dealer or a Registered Investment Advisor.
The companies of OneAmerica : American United Life Insurance Company®, The State Life Insurance Company, OneAmerica Securities, Inc., McCready and Keene, Inc., Pioneer Mutual Life Insurance Company and AUL Reinsurance Management Services, LLC..
New York Life and its affiliates are dedicated to prudent financial management, high-quality products, and impeccable service. Our financial professionals help clients develop a sound, long term financial strategy to achieve their financial goals using a comprehensive array of financial products and services, including life insurance, investments, annuities, and mutual funds
As a financial professional with New York Life, you will be able to build your practice and help those in your community plan for their financial futures. We’re looking for people who possess the following characteristics:
Highly self-motivated and self-disciplined with the ability to work effectively and independently
Outgoing personality with the ability to develop relationships (i.e., “People Person") and a sincere desire to help others
Fearless, positive attitude and willingness to be accountable for results
Organized, detail-oriented and excellent time-management skills
Desire for continuous learning
Good communicator—excellent listening skills and ability to explain complex information in a simple and concise manner
Mar 01, 2019
Full time
New York Life and its affiliates are dedicated to prudent financial management, high-quality products, and impeccable service. Our financial professionals help clients develop a sound, long term financial strategy to achieve their financial goals using a comprehensive array of financial products and services, including life insurance, investments, annuities, and mutual funds
As a financial professional with New York Life, you will be able to build your practice and help those in your community plan for their financial futures. We’re looking for people who possess the following characteristics:
Highly self-motivated and self-disciplined with the ability to work effectively and independently
Outgoing personality with the ability to develop relationships (i.e., “People Person") and a sincere desire to help others
Fearless, positive attitude and willingness to be accountable for results
Organized, detail-oriented and excellent time-management skills
Desire for continuous learning
Good communicator—excellent listening skills and ability to explain complex information in a simple and concise manner
When you join us, you’ll have the opportunity to establish, grow and manage your business as an independent contractor. You’ll be rewarded for building genuine, long term relationships as you guide members to their goals. With a full range of financial products to offer, you’ll be well equipped to help members:
Confidently prepare for a secure retirement.
Financially protect their families in the event of illness, injury, aging or death.
Fund their kids’ or grandkids’ college education.
Create and leave a legacy for the people and causes that matter to them.
Thrive, as a result of your ongoing guidance.
What Thrivent Financial Offers At Thrivent Financial, we’ll support your goals and reward your success while giving you the independence to build a business. We want you and your family to feel confident and secure. With us, you’ll enjoy:
Unlimited earning potential through a commission and incentive pay structure. Ongoing incentives include those for maintaining, building and strengthening member relationships in addition to product sales.
Benefits package that includes medical, dental, vision, disability and accidental death and dismemberment insurance.
Unique benefits such as Pension and 401(k) plan, retiree medical plan and generosity benefits such as our gift match program.
Ongoing opportunities for training and professional growth.
Job Requirements
Obtain state insurance licenses with required lines of authority (life, health & variable contracts) prior to the solicitation or sale of insurance products and obtain and maintain Series 7 and 66; Series 7, 65 and 63; or Series 6 and 63 registrations.
Have a satisfactory background check and securities registration and/or insurance licensing verification, if applicable.
Have all outside business activity reviewed to ensure no conflicts of interest exist and compliance of regulatory requirements are met.
Qualities that will help you succeed: We’re looking for men and women who are:
Self-motivated, independent, and resourceful.
Honest, dependable and trustworthy.
Drive to succeed and are motivated to help others.
Able to use good judgment to provide solid financial guidance.
Passionate about living a life of generosity by serving others, not just selling products.
Bachelor degree or equivalent work experience preferred.
Apply today! If our opportunity sounds like the perfect fit for you and you’d like to learn more, please check us out in greater detail at WhyThrivent.com.
Mar 01, 2019
Full time
When you join us, you’ll have the opportunity to establish, grow and manage your business as an independent contractor. You’ll be rewarded for building genuine, long term relationships as you guide members to their goals. With a full range of financial products to offer, you’ll be well equipped to help members:
Confidently prepare for a secure retirement.
Financially protect their families in the event of illness, injury, aging or death.
Fund their kids’ or grandkids’ college education.
Create and leave a legacy for the people and causes that matter to them.
Thrive, as a result of your ongoing guidance.
What Thrivent Financial Offers At Thrivent Financial, we’ll support your goals and reward your success while giving you the independence to build a business. We want you and your family to feel confident and secure. With us, you’ll enjoy:
Unlimited earning potential through a commission and incentive pay structure. Ongoing incentives include those for maintaining, building and strengthening member relationships in addition to product sales.
Benefits package that includes medical, dental, vision, disability and accidental death and dismemberment insurance.
Unique benefits such as Pension and 401(k) plan, retiree medical plan and generosity benefits such as our gift match program.
Ongoing opportunities for training and professional growth.
Job Requirements
Obtain state insurance licenses with required lines of authority (life, health & variable contracts) prior to the solicitation or sale of insurance products and obtain and maintain Series 7 and 66; Series 7, 65 and 63; or Series 6 and 63 registrations.
Have a satisfactory background check and securities registration and/or insurance licensing verification, if applicable.
Have all outside business activity reviewed to ensure no conflicts of interest exist and compliance of regulatory requirements are met.
Qualities that will help you succeed: We’re looking for men and women who are:
Self-motivated, independent, and resourceful.
Honest, dependable and trustworthy.
Drive to succeed and are motivated to help others.
Able to use good judgment to provide solid financial guidance.
Passionate about living a life of generosity by serving others, not just selling products.
Bachelor degree or equivalent work experience preferred.
Apply today! If our opportunity sounds like the perfect fit for you and you’d like to learn more, please check us out in greater detail at WhyThrivent.com.
Here at AIG Financial Network, we provide you with training to help you develop skills to succeed. As a Financial Representative you will have the opportunity to identify and qualify sales leads, set appointments and meetings with prospective customers and business owners in their homes and places of business, and present and explain our life insurance and financial services products and services in one of the following languages: Chinese (Mandarin, Cantonese), Korean, Vietnamese or Hindi. By gaining a true understanding of our clients’ needs and goals you can optimize the client’s financial freedom for their family and business.
We welcome college graduates, career changers, and Experienced Financial Representatives.
WHAT YOU BRING
Ability to communicate in English and one of the Asian languages prevalent in the communities in which AIGFN maintains offices, such as Chinese (Mandarin, Cantonese), Korean, Vietnamese, Hindi, Tagalog or other languages necessitated by business needs. 2 + year’s full time or professional Sales or executive level experience, with High School diploma or GED; or College graduate with demonstrated success in GPA and extra-curricular activities. Proficient in MS Office and have a valid state driver’s license and reliable insured transportation.
FROM US TO YOU
We’ll notice when you’re working hard. We look to promote from within and enhance your skills. Compensation is very competitive and we incentivize top performers. We also support you with health and retirement benefits. And always, you’ll have support and financial strength of AIG behind you.
Together, let us bring on tomorrow!
Mar 01, 2019
Full time
Here at AIG Financial Network, we provide you with training to help you develop skills to succeed. As a Financial Representative you will have the opportunity to identify and qualify sales leads, set appointments and meetings with prospective customers and business owners in their homes and places of business, and present and explain our life insurance and financial services products and services in one of the following languages: Chinese (Mandarin, Cantonese), Korean, Vietnamese or Hindi. By gaining a true understanding of our clients’ needs and goals you can optimize the client’s financial freedom for their family and business.
We welcome college graduates, career changers, and Experienced Financial Representatives.
WHAT YOU BRING
Ability to communicate in English and one of the Asian languages prevalent in the communities in which AIGFN maintains offices, such as Chinese (Mandarin, Cantonese), Korean, Vietnamese, Hindi, Tagalog or other languages necessitated by business needs. 2 + year’s full time or professional Sales or executive level experience, with High School diploma or GED; or College graduate with demonstrated success in GPA and extra-curricular activities. Proficient in MS Office and have a valid state driver’s license and reliable insured transportation.
FROM US TO YOU
We’ll notice when you’re working hard. We look to promote from within and enhance your skills. Compensation is very competitive and we incentivize top performers. We also support you with health and retirement benefits. And always, you’ll have support and financial strength of AIG behind you.
Together, let us bring on tomorrow!
THE FADP PROGRAM SETS YOU UP FOR SUCCESS AS A FINANCIAL ADVISOR Our advisor development program is an award-winning program[1] for professionals who wish to build a wealth management business. You will be a part of a best-in-class training curriculum and new advisor mentoring that has been our strength since 1946. The program is designed to help you come up to speed quickly as a successful financial advisor. We’ll help you develop the critical skills and knowledge necessary for establishing a robust wealth management business—acquiring clients, developing relationships, providing tailored strategies and more. You will also be able to use the deep resources and full capabilities of both Merrill Lynch and Bank of America. With our tools, powerful platform and ongoing team support, you can spend more time on what matters most to you and your clients. Our open-door, collaborative culture will give you the type of leadership support you need and the confidence that your firm is always behind you.
Compensation and program benefits: • Base salary through the full 43 months with bonus potential • Preparation for registration exams, including Series 7 and Series 66 • Ongoing access to firm and banking partners to meet client needs • Market viewpoints, investment strategies, and model portfolios that help you scale efficiently from a unified Chief Investment Office • Wealth Outlook tools platform to manage clients’ goals-based financial strategies
What you’ll do: As a Merrill Lynch Financial Advisor, you will leverage your Merrill Lynch support team to help your clients pursue and meet their goals. Your responsibilities are, but not limited to: • Developing and/or growing a book of business to meet and exceed pre-defined goals • Effectively sourcing prospective clients • Recommending investment products and services that are suitable for prospects and clients based on their goals • Balancing investment management, sales activities, and new client development • Establishing and maintaining a relationship with the management team to effectively deliver reports and receive mentorship
Who you are: You are open-minded and ready to make a career transition to grow as a Financial Advisor. You demonstrate rapid advancement by exceeding goals while adhering to high professional standards and integrity. You are not afraid to take initiative, actively use our resources, and are uncompromising about serving your clients’ best interests.
You have: • Strong relationship and interpersonal skills • Bachelor’s degree or higher
Feb 05, 2019
Full time
THE FADP PROGRAM SETS YOU UP FOR SUCCESS AS A FINANCIAL ADVISOR Our advisor development program is an award-winning program[1] for professionals who wish to build a wealth management business. You will be a part of a best-in-class training curriculum and new advisor mentoring that has been our strength since 1946. The program is designed to help you come up to speed quickly as a successful financial advisor. We’ll help you develop the critical skills and knowledge necessary for establishing a robust wealth management business—acquiring clients, developing relationships, providing tailored strategies and more. You will also be able to use the deep resources and full capabilities of both Merrill Lynch and Bank of America. With our tools, powerful platform and ongoing team support, you can spend more time on what matters most to you and your clients. Our open-door, collaborative culture will give you the type of leadership support you need and the confidence that your firm is always behind you.
Compensation and program benefits: • Base salary through the full 43 months with bonus potential • Preparation for registration exams, including Series 7 and Series 66 • Ongoing access to firm and banking partners to meet client needs • Market viewpoints, investment strategies, and model portfolios that help you scale efficiently from a unified Chief Investment Office • Wealth Outlook tools platform to manage clients’ goals-based financial strategies
What you’ll do: As a Merrill Lynch Financial Advisor, you will leverage your Merrill Lynch support team to help your clients pursue and meet their goals. Your responsibilities are, but not limited to: • Developing and/or growing a book of business to meet and exceed pre-defined goals • Effectively sourcing prospective clients • Recommending investment products and services that are suitable for prospects and clients based on their goals • Balancing investment management, sales activities, and new client development • Establishing and maintaining a relationship with the management team to effectively deliver reports and receive mentorship
Who you are: You are open-minded and ready to make a career transition to grow as a Financial Advisor. You demonstrate rapid advancement by exceeding goals while adhering to high professional standards and integrity. You are not afraid to take initiative, actively use our resources, and are uncompromising about serving your clients’ best interests.
You have: • Strong relationship and interpersonal skills • Bachelor’s degree or higher
FIND THE PERFECT FIT
FIRST FINANCIAL GROUP CANDIDATE PROFILE
Too many Americans retire without enough savings, run short of money for college, or leave loved ones financially vulnerable. As a Financial Representative at First Financial Group, you'll have a career devoted to work that truly matters: helping people overcome these hurdles and guiding them toward financial independence.
We are looking for people who have an entrepreneurial spirit and who are passionate about helping people live a better financial life. If you’re coming from a financial services background, we can help you take it to the next level. But, it doesn’t matter to us what your background is, as long as you have the following qualities:
An entrepreneurial spirit
A track record of success
A passion for helping people
Self-motivated
Character and integrity
What First Financial Group can do for you…
We provide the training, structure and support to help you to create financial security for your clients, while creating a better life for you and your family.
Agency of The Guardian Life Insurance Company of America, New York, NY. Devon Financial Partners, LLC is not an affiliate or subsidiary of Guardian. 2016-25007 Exp. 6/18
Jul 24, 2018
Full time
FIND THE PERFECT FIT
FIRST FINANCIAL GROUP CANDIDATE PROFILE
Too many Americans retire without enough savings, run short of money for college, or leave loved ones financially vulnerable. As a Financial Representative at First Financial Group, you'll have a career devoted to work that truly matters: helping people overcome these hurdles and guiding them toward financial independence.
We are looking for people who have an entrepreneurial spirit and who are passionate about helping people live a better financial life. If you’re coming from a financial services background, we can help you take it to the next level. But, it doesn’t matter to us what your background is, as long as you have the following qualities:
An entrepreneurial spirit
A track record of success
A passion for helping people
Self-motivated
Character and integrity
What First Financial Group can do for you…
We provide the training, structure and support to help you to create financial security for your clients, while creating a better life for you and your family.
Agency of The Guardian Life Insurance Company of America, New York, NY. Devon Financial Partners, LLC is not an affiliate or subsidiary of Guardian. 2016-25007 Exp. 6/18
