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Financial examiner Jobs in Albuquerque, NM

Last updated: 8 hours ago
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Financial Advisor

Financial Advisor

New York LifeAlbuquerque, NM, United States
Full-time
Thrilling chance available in Albuquerque for a Financial Advisor.A mix of purpose and financial benefits.Aid clients in safeguarding their financial futures. Flexible workload and schedule.Opportun...Show moreLast updated: 9 hours ago
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Financial Analyst

Financial Analyst

Jabil, Inc.Albuquerque, NM, US
Full-time
At Jabil we strive to make ANYTHING POSSIBLE and EVERYTHING BETTER.We are proud to be a trusted partner for the world's top brands, offering comprehensive engineering, manufacturing, and supply cha...Show moreLast updated: 7 days ago
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Coordinator Financial IT

Coordinator Financial IT

Marvel InfotechMonterey Park, New Mexico, USA
Job Title Coordinator (Financial IT).Location : Los Angeles CA (Near Monterey Park) Hybrid 3 days onsite Only Locals Candidates. Skills : Project Coordinator skilled admin & finance and has technica...Show moreLast updated: 20 days ago
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Lead Financial Consultant

Lead Financial Consultant

NusendaAlbuquerque, NM, United States
Full-time
Nusenda Credit Union is dedicated to excellent member service and being a great place to work.We strive to make a positive difference in the lives of our members and the communities we serve to hel...Show moreLast updated: 4 days ago
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Chief Financial Officer (CFO)

Chief Financial Officer (CFO)

ConfidentialAlbuquerque, NM, United States
Full-time
Mission-driven organization providing high-quality services.The Company is in need of a Chief Financial Officer (CFO) to lead and direct all financial activities in alignment with the organization'...Show moreLast updated: 1 day ago
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Financial Professional

Financial Professional

New York Life Insurance CompanyAlbuquerque, NM, United States
$117,359.40 yearly
Full-time
Are you a leader who has the following traits?.If the answer is yes, consider becoming an insurance agent • to drive positive impact in the lives of families every day. At New York Life, you’re in co...Show moreLast updated: 22 days ago
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Financial Investigator

Financial Investigator

Contact Government Services, LLCAlbuquerque, NM, United States
$57,677.01–$78,275.94 yearly
Full-time +1
Employment Type : Full-Time, Mid-Level.Department : Financial Investigation.CGS is seeking a Financial Investigator to join our team providing legal support and investigative services to a large fede...Show moreLast updated: 8 hours ago
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Cheif Financial Officer

Cheif Financial Officer

Keenbee Talent SoluitionsAlbuquerque, NM, US
Full-time
Quick Apply
The role involves directing financial operations to ensure.The Chief Financial Officer (CFO) manages the organization’s financial affairs, including procurement, investments, and prepares financial...Show moreLast updated: 14 days ago
Financial Advisor

Financial Advisor

Bank of TexasAlbuquerque, NM, US
You place great value on building meaningful relationships, and you do so by leveraging your excellent interpersonal skills. You find satisfaction in helping others by offering sound advice.You make...Show moreLast updated: 30+ days ago
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Financial Analyst

Financial Analyst

University of New MexicoAlbuquerque, NM, US
Full-time
The University of New Mexico Comprehensive Cancer Center (UNMCCC) Clinical Trials Financial Analyst (Medicare Coverage Analyst) is responsible for reviewing clinical research protocols, informed co...Show moreLast updated: 5 days ago
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Financial Advisor - Albuquerque

Financial Advisor - Albuquerque

Thrivent FinancialAlbuquerque, NM, United States
Full-time
Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their goals.You'll enjoy the satisfaction of making a difference in the lives of the people you ser...Show moreLast updated: 8 hours ago
Financial Advisor

Financial Advisor

New York Life - Albuquerque RegionAlbuquerque, NM, US
$50,000.00–$100,000.00 yearly
Thrilling chance available in Albuquerque for a Financial Advisor.A mix of purpose and financial benefits.Aid clients in safeguarding their financial futures. Flexible workload and schedule.Opportun...Show moreLast updated: 30+ days ago
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CDL Examiner- Casual

CDL Examiner- Casual

CNM LLPAlbuquerque, NM, US
$32.00–$36.00 hourly
Full-time
Under the general direction of Program Management of Ingenuity, the CDL Examiners conduct classroom / laboratory activities necessary to train students in entry-level truck driving.Responsible for fo...Show moreLast updated: 6 days ago
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Chief Financial Officer I

Chief Financial Officer I

State of New MexicoAlbuquerque, NM, United States
$61,531.00–$98,449.00 yearly
Full-time
This position is a Pay Band 75.The Office of Family Representation and Advocacy provides high quality legal representation and advocacy for New Mexico families in the child abuse and neglect system...Show moreLast updated: 15 days ago
Florida Commercial Title Examiner (Remote)

Florida Commercial Title Examiner (Remote)

95-2566122 First American Title Insurance CoUSA, New Mexico, Remote
$25.00–$33.00 hourly
Remote
Full-time
Join a team that puts its People First! First American's National Production Services division provides global title and escrow production support across all channels within First American Title in...Show moreLast updated: 30+ days ago
Financial Analyst

Financial Analyst

The University of New MexicoAlbuquerque, NM, US
The School of Medicine (SOM) Finance Office is looking for an analyst to compile and analyze financial information consistent with our annual reporting cycle. The candidate must demonstrate data man...Show moreLast updated: 30+ days ago
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Merrill Experienced Financial Advisor

Merrill Experienced Financial Advisor

Bank of AmericaAlbuquerque, NM, United States
$48,000.00–$100,000.00 yearly
Full-time
Merrill Experienced Financial Advisor.Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York. Frisco, Texas; New York, New York; Farmington Hills, Michigan; Leawood,...Show moreLast updated: 9 hours ago
Financial Advisor

Financial Advisor

New York LifeAlbuquerque, NM, United States
9 hours ago
Job type
  • Full-time
Job description

Description

Thrilling chance available in Albuquerque for a Financial Advisor. A mix of purpose and financial benefits. Aid clients in safeguarding their financial futures. Flexible workload and schedule. Opportunities for career advancement. Bright career prospects with both personal and financial gratification.

Responsibilities

  • Meet with clients in Albuquerque to review their financial goals, needs, and individual circumstances.
  • Provide personalized suggestions to clients in Albuquerque regarding suitable life insurance plans and financial products that match their specific needs.
  • Introduce and advocate for various life insurance policies, such as term, whole, and universal life insurance alternatives, to clients in Albuquerque.
  • Assist clients in Albuquerque with accurately completing insurance applications and ensuring the submission of all necessary documentation.
  • Collaborate with insurance companies to streamline the underwriting process and address any concerns that may arise for clients in Albuquerque.
  • Educate clients in Albuquerque about insurance products, coverage options, and the benefits of different policies.
  • Offer ongoing assistance to clients in Albuquerque, including policy reviews, updates, and adjustments as their needs change.
  • Stay updated on industry trends, new products, and regulatory changes to provide clients in Albuquerque with the most relevant advice.
  • Ensure compliance with legal and regulatory standards at all times, including maintaining the appropriate licensing and certifications in Albuquerque.
  • Build and maintain strong relationships with clients in Albuquerque to establish trust and foster long-term loyalty.
  • Achieve sales targets and performance goals established by the insurance company or agency for clients in Albuquerque.

Qualifications

  • Excellent verbal and written communication skills are essential to effectively explain intricate insurance concepts and policies to clients in Albuquerque, NM.
  • Proven track record in sales is crucial for successfully selling various insurance products and adeptly handling any objections that may arise.
  • Demonstrating empathy and active listening skills is vital for genuinely understanding clients' financial circumstances, requirements, and objectives.
  • Strong analytical abilities are necessary to evaluate clients' financial situations and suggest suitable insurance solutions tailored to their needs.
  • Meticulous attention to detail is fundamental for accurately completing applications, managing paperwork, and ensuring compliance with industry regulations.
  • Exceptional organizational skills are needed to efficiently manage multiple clients and tasks while maintaining precise records.
  • Self-motivation is key to achieving sales targets and meeting personal and professional goals in the financial advisory role.
  • Upholding high ethical standards is paramount for preserving integrity and professionalism when dealing with clients and handling confidential information.
  • A customer-focused approach is critical for providing outstanding service and fostering enduring relationships with clients.
  • Adaptability is essential for adapting to changing market conditions and effectively meeting clients' evolving needs.
  • Proficiency in financial products, particularly life insurance options and basic financial planning principles, is a requirement.
  • Possession of relevant state licenses and certifications, or the willingness to obtain them, is necessary for practicing as a financial advisor in Albuquerque, NM.
  • Comfort with utilizing CRM software, online tools, and other technological resources is important for efficiently managing client information and sales processes.