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Financial engineer Jobs in Sterling Heights, MI

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Financial engineer • sterling heights mi

Last updated: 15 hours ago
Financial Representative

Financial Representative

Western & Southern LifeTroy, MI, United States
Full-time
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 recomme...Show moreLast updated: 9 days ago
  • Promoted
Financial Controller

Financial Controller

VirtualVocationsSterling Heights, Michigan, United States
Full-time
A company is looking for a Financial Controller to lead and build its accounting function as it prepares for an eventual public offering. Key Responsibilities Own GAAP financial reporting, includi...Show moreLast updated: 30+ days ago
Financial Advisor

Financial Advisor

Hantz GroupCharter Township of Clinton, MI, US
Full-time
Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages over $11B+ of assets, has...Show moreLast updated: 30+ days ago
  • Promoted
Senior Financial Analyst

Senior Financial Analyst

Digitas North AmericaTroy, MI, US
Full-time
Martin Retail Group isn't your typical "ad agency.We are local retail marketing specialists who provide strategic turn-key solutions for global blue-chip brands like Cadillac, GMC, Buick, and Chevr...Show moreLast updated: 2 days ago
Financial Counselor

Financial Counselor

American Oncology NetworkRoseville, MI, US
Full-time
Responsible for monitoring and collecting the financial responsibilities of our patients.The Financial Counselor must keep patients insurance benefits up to date in OncoEMR and Centricity and view ...Show moreLast updated: 30+ days ago
Financial Controller

Financial Controller

Guardian Angel Home Care Inc.Rochester, MI, US
Full-time
Guardian Angel Home Health Care.Founded in 1997, Guardian Angel Home Health Care is a Medicare / Medicaid-certified, multi-disciplinary agency providing compassionate, high-quality care across Skille...Show moreLast updated: 14 days ago
  • Promoted
Senior Financial Analyst

Senior Financial Analyst

General MotorsWarren, MI, US
Full-time
Ownership of monthly / quarterly / CY actual and forecast analysis for both production and wholesale volumes across GMNA. Monthly / quarterly analysis of volume impact on GMNA YoY and bridge calculations....Show moreLast updated: 30+ days ago
  • Promoted
Financial Services Representative

Financial Services Representative

Michigan FirstTroy, MI, US
Full-time
Financial Services Representative.This branch is a Retail In-Store branch.These branches are located in Walmart, Meijer, and Kroger stores. Can you start a conversation with anyone? Do you enjoy hel...Show moreLast updated: 30+ days ago
  • Promoted
Financial Benefit Analyst

Financial Benefit Analyst

Michigan StaffingTroy, MI, US
Full-time
HUB International Job Opportunity.At HUB International, we are a team of entrepreneurs.We believe in empowering our clients, and we do so by protecting businesses and individuals in our local commu...Show moreLast updated: 3 days ago
  • Promoted
Financial Advisor

Financial Advisor

Northwestern MutualTroy, MI, United States
Full-time
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning.On your path to becomi...Show moreLast updated: 9 days ago
ASSOCIATE FINANCIAL ADVISOR

ASSOCIATE FINANCIAL ADVISOR

BlumarkTroy, MI, US
Full-time
Blumark Financial Advisors is a boutique firm offering holistic solutions to help clients achieve their long-term financial goals. If you are growth-minded and eager to develop your career while del...Show moreLast updated: 30+ days ago
Financial Sales Manager

Financial Sales Manager

Michigan First Credit UnionEastpointe, MI, United States
Full-time
Assists FSRs with Member sales and service.The FSM will be responsible for training and coaching the FSRs, as well as meeting and exceeding individual sales goals. They will also have operational re...Show moreLast updated: 2 days ago
  • New!
Senior Financial Analyst

Senior Financial Analyst

Corewell HealthRoyal Oak, Michigan, USA
Full-time
Prepares researches and analyzes financial and utilization information to support the department.Performs statistical cost and financial variance analysis of data to evaluate financial performance ...Show moreLast updated: 15 hours ago
Chief Financial Officer

Chief Financial Officer

Schoenherr RoofingTroy, MI, US
Full-time
Controller, Accounting Manager, or Finance Director experience alone does.Own and oversee all financial operations for the company. Lead and manage the accounting and finance team.Oversee A / P, A / R, ...Show moreLast updated: 13 days ago
Financial Sales Manager

Financial Sales Manager

UnavailableEastpointe, MI, United States
Full-time
Assists FSRs with Member sales and service.The FSM will be responsible for training and coaching the FSRs, as well as meeting and exceeding individual sales goals. They will also have operational re...Show moreLast updated: 2 days ago
Financial Collection Associate - Healthcare

Financial Collection Associate - Healthcare

River's Bend PCTroy, MI, US
Full-time
River's Bend PC is seeking a Full-Time, upbeat, motivated and organized candidate to join our Team as a Financial Collection Associate!. As a Financial Collection Associate at River's Bend, ...Show moreLast updated: 1 day ago
  • Promoted
Financial Advisor

Financial Advisor

TradeJobsWorkforce48308 Rochester, MI, US
Full-time
Financial Advisor Job Duties : Serves as an advisor to provide an advice-based approach to financial s...Show moreLast updated: 30+ days ago
  • Promoted
Financial Auditor

Financial Auditor

TradeJobsWorkForce48309 Rochester Hills, MI, US
Full-time
Financial Auditor Job Duties : Plans financial audits by understanding organization objectives,...Show moreLast updated: 30+ days ago
Financial Wellness Assoicate

Financial Wellness Assoicate

KeyBankTroy, Michigan, USA
Full-time
Hoosick Rd - Troy New York 12180.Be a problem solver trusted advisor and partner to the people and businesses in our Key Bank communities. FWAs split their time between client servicing and transact...Show moreLast updated: 10 days ago
People also ask
Financial Representative

Financial Representative

Western & Southern LifeTroy, MI, United States
9 days ago
Job type
  • Full-time
Job description

Organization : Name

DETROIT MI

Default : Location : City

TROY

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 provides financial solutions to the right people, in the right way, for the right reasons.

Responsibilities

  • Identify market(s) and develop appropriate marketing plan.
  • Prospect and network for middle-market clients by identification of qualified names and making initial contacts.
  • Contact and secure appointments with prospective and existing clients for the purpose of sales, conservation and service.
  • Adequately prepare for all appointments through established processes.
  • Conduct all appointments using Western & Southern Life consultative practices and processes.
  • Effectively sell insurance and investment solutions.
  • Effectively plan for and schedule all sales, marketing and service activities for the week and foreseeable future.
  • Market for the purposes of developing the Western & Southern Life brand at the local level.
  • Proactively develop community relationships to cultivate and strengthen presence in target market(s).
  • Maintain personal contact with clients to ensure their evolving financial needs are being met.
  • Engage in activities for continuous professional development of the skills and knowledge to effectively perform the duties of the job.
  • Accurately maintain client and company records, payments, etc., in a timely manner.
  • Operate an automobile during both day and night hours.

Qualifications

  • High level of integrity.
  • Strong work ethic and willing to work hours that include weekday evenings and weekend hours.
  • Strong interpersonal, relationship, and influence skills.
  • Effective communication skills including listening, speaking and writing.
  • Ability to analyze client needs, understand financial products, complete collaborative discovery with client, and sell tailored solutions.
  • The ability to influence others to take needed action.
  • Demonstrate personal drive and resilience to achieve goals.
  • Willing and able to network for new clients.
  • Educational Requirements

  • Minimum high school diploma or equivalent; college degree preferred.
  • Computer Skills and Knowledge of Hardware & Software Required

  • Working knowledge of word processing and spreadsheet applications.
  • Working knowledge of internet and email.
  • Certifications & Licenses (i.e., Series 6 & 63, CPA, etc.)

  • Obtain and hold State Life and Health license prior to hire.
  • Obtain and hold the FINRA SIE, Series 6 and Series 63 within one year of employment.
  • Position Demands

  • Access to an automobile and ability to maintain a valid driver's license.