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33 Financial service representative Jobs in Cape Coral, FL

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Lee Health
Cape Coral, FL | Full Time
$48k-64k (estimate)
5 Days Ago
Lee Health
Cape Coral, FL | Full Time
$37k-47k (estimate)
4 Days Ago
Modern Woodmen of America
Cape Coral, FL | Full Time
$45k-56k (estimate)
6 Days Ago
Modern Woodmen of America
Cape Coral, FL | Full Time
$118k-137k (estimate)
3 Months Ago
Modern Woodmen of America
Cape Coral, FL | Full Time
$119k-138k (estimate)
2 Weeks Ago
Planet Fitness
Cape Coral, FL | Full Time
$33k-40k (estimate)
1 Month Ago
Lee County Tax Collector
Cape Coral, FL | Full Time
$51k-67k (estimate)
4 Weeks Ago
VCA Animal Hospitals
Cape Coral, FL | Full Time
$34k-42k (estimate)
6 Months Ago
VCA Inc.
Cape Coral, FL | Full Time
$33k-41k (estimate)
4 Months Ago
Circle K
Cape Coral, FL | Full Time
$31k-39k (estimate)
5 Months Ago
David rodriguez insurance agency
Cape Coral, FL | Full Time
$51k-67k (estimate)
2 Days Ago
Family Dollar
Cape Coral, FL | Full Time
$31k-39k (estimate)
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Mike's Plumbing of Southwest Florida Inc.
Cape Coral, FL | Full Time
$35k-44k (estimate)
3 Months Ago
NBLY - Mr. Electric Of Southwest Florida
Cape Coral, FL | Full Time
$33k-42k (estimate)
8 Months Ago
florida one insurance
Cape Coral, FL | Full Time
$32k-41k (estimate)
6 Months Ago
NEW TSI HOLDINGS INC
Cape Coral, FL | Full Time
$78k-103k (estimate)
0 Months Ago
Remoteworker Us
Cape Coral, FL | Full Time
$51k-67k (estimate)
2 Weeks Ago
Modern Woodmen of America
Cape Coral, FL | Full Time
$45k-56k (estimate)
2 Weeks Ago
GreatFlorida Insurance
Cape Coral, FL | Full Time
$37k-47k (estimate)
3 Weeks Ago
GreatFlorida Insurance
Cape Coral, FL | Full Time
$37k-47k (estimate)
3 Weeks Ago
VCA Animal Hospitals
Cape Coral, FL | Full Time
$65k-85k (estimate)
2 Months Ago
Mike's Plumbing of Southwest Florida Inc.
Cape Coral, FL | Full Time
$38k-49k (estimate)
3 Months Ago
Mike's Plumbing of Southwest Florida Inc.
Cape Coral, FL | Full Time
$38k-49k (estimate)
3 Months Ago
Caliber Collision
Cape Coral, FL | Full Time
$32k-40k (estimate)
7 Months Ago
WallStJobs.com
Cape Coral, FL | Full Time
$38k-47k (estimate)
1 Day Ago
WallStJobs.com
Cape Coral, FL | Full Time
$38k-47k (estimate)
1 Day Ago
DESIGNED THEATRE VISIONS INC
Cape Coral, FL | Full Time
$39k-48k (estimate)
7 Months Ago
Financial service representative
$118k-137k (estimate)
Full Time | Insurance 3 Months Ago
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Modern Woodmen of America is Hiring a Financial service representative Near Cape Coral, FL

READ THE ENTIRE DESCRIPTION BEFORE APPLYING!

The ideal candidate we make an offer to join our team will engage in the community and their natural market to qualify and obtain clients.

You will deliver personalized investment and insurance solutions to help clients work toward their short-term and long-term financial goals.

Helping your clients create financial plans and cross-checking work to ensure complete accuracy of information with your clients.

We will coach and mentor you on how to build a financial practice organically through community involvement and relationships, so it benefits you the most long-term, versus cold calling with uncertainty.

Everyone we consider for interviewing, is required to complete our success predictor within 48 hours of applying, which we'll send by email.

Hiring the right individuals is very important to us. We will not just hire anybody with a pulse. We believe in loyalty, integrity, positive attitude, teamwork, and commitment.

Keep in mind, this is a performance-based career. Compensation includes a draw program, advanced commissions, Business Development Allowance Bonus, Monthly Incentive Bonus, Business Builder Bonus, renewals and residual income on all business with clients.

Visit our career site to learn more.

www.mwacareers.org

Characteristics we look for in our candidates :

  • Entrepreneurial mindset
  • Confidence and tenacious
  • Community oriented
  • Hungry for growth and success
  • Communication skills
  • Coachable
  • Positive Attitude
  • No fear to objection or rejection

Your Responsibilities :

  • Work with new clients to educate and provide information to help them plan for a more secure financial future.
  • Networking in the community - BNI, Chambers, Community Events.
  • Continuous prospecting to secure new appointments.
  • Gathering referrals through favorable introductions.
  • Participating in fraternal activities.
  • Continuous learning of the business - products, cases, prospecting.

Benefits and Perks :

  • Medical, dental and life Insurance - Company pays 100% premiums
  • Long term Disability Income Insurance
  • Vision insurance
  • 401(k) with company match
  • Non-contributory pension plan
  • Expense-paid trips, valuable prizes, and exciting incentives

About Us

These sales help fund member benefits and social, educational, and volunteer programs that identify and meet local needs.

These activities build relationships, allowing for membership growth and greater community impact.

Our financial representatives are hometown professionals who manage their own branch offices and build a business to not only serve their clients, but their communities too.

Last updated : 2024-06-22

Job Summary

JOB TYPE

Full Time

INDUSTRY

Insurance

SALARY

$118k-137k (estimate)

POST DATE

03/02/2024

EXPIRATION DATE

09/20/2024

HEADQUARTERS

SABINA, OH

SIZE

200 - 500

FOUNDED

2011

CEO

JEREMY YANKEY

REVENUE

$1B - $3B

INDUSTRY

Insurance

Show more

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The job skills required for Financial service representative include Communication Skills, Teamwork, Integrity, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial service representative. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial service representative. Select any job title you are interested in and start to search job requirements.

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The following is the career advancement route for Financial service representative positions, which can be used as a reference in future career path planning. As a Financial service representative, it can be promoted into senior positions as a Financial Retail Sales Assistant II - Registered that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial service representative. You can explore the career advancement for a Financial service representative below and select your interested title to get hiring information.

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If you are interested in becoming a Financial Service Representative, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Financial Service Representative for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Financial Service Representative job description and responsibilities

They arrange meetings with clients, suggest suitable financial products or services based on clients' financial goals, and ensure that clients are satisfied with their purchases.

02/04/2022: Santa Cruz, CA

Maintain comprehensive knowledge of all services and products and update all request on development needs.

01/02/2022: Boise, ID

Provide efficient sales and services to customers and monitor sales for all referral objectives.

03/22/2022: Duluth, MN

A financial service representative may advance his career by obtaining certifications and building up more and more accounts.

01/12/2022: Chillicothe, OH

To acquire clients, the representative may need to make cold calls, knock on doors, or attend financial seminars.

03/20/2022: Springfield, OR

Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Financial Service Representative jobs

Be very, very careful when selecting a financial services representative.

02/12/2022: Cheyenne, WY

Provide Financial Advice Financial services representatives match financial products to their customers' needs and provide them with appropriate financial advice to help them meet their goals.

01/22/2022: Lorain, OH

Step 3: View the best colleges and universities for Financial Service Representative.

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