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Financial services representative Jobs in Louisville, KY

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Financial services representative • louisville ky

Last updated: 14 hours ago
Personal Financial Representative

Personal Financial Representative

Allstate BenefitsStatewide, KY, US
Full-time
Would you like to own a meaningful financial services practice under the Allstate brand?.Scale your existing practice with proven support, flexibility and access to new customers.We’re looking for ...Show moreLast updated: 30+ days ago
Tax Manager | Financial Services

Tax Manager | Financial Services

Forvis MazarsLouisville, KY, United States
Full-time
As a Tax Manager, you will have the opportunity to lead and develop a team while providing ultra-responsive customer service to our clients. If you have experience with managing tax advisory service...Show moreLast updated: 24 days ago
  • Promoted
  • New!
Financial Representative

Financial Representative

Modern Woodmen of AmericaNew Albany, IN, United States
Full-time
The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking...Show moreLast updated: 14 hours ago
  • Promoted
  • New!
Financial Representative

Financial Representative

The Western and Southern Life Insurance CompanyLouisville, KY, United States
Full-time
Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and w...Show moreLast updated: 14 hours ago
  • Promoted
Financial Services Representative - State Farm Agent Team Member

Financial Services Representative - State Farm Agent Team Member

Bryan Jackson - State Farm AgentJeffersonville, IN, US
Full-time
As a Financial Services Representative - State Farm Agent Team Member with Bryan Jackson - State Farm Agent, you will successfully market the financial products that manage everyday risks.Your prof...Show moreLast updated: 30+ days ago
  • Promoted
Member Services Representative

Member Services Representative

Crunch FitnessLouisville, KY, US
Full-time +1
The Member Services Representative (MSR) is the first and last interaction our members have at our facilities so they are the face of our operation! The MSR handles all preliminary guest questions ...Show moreLast updated: 30+ days ago
Agent, Financial Services

Agent, Financial Services

DesjardinsLouiseville
Full-time
Several opportunities are currently available in the Mauricie region.As an agent, financial services, you're attentive to the needs of our members and clients. You look for ways to support their fin...Show moreLast updated: 2 days ago
  • Promoted
Financial Services Representative

Financial Services Representative

World Acceptance CorporationJeffersonville, IN, US
Full-time +1
World Finance, winner of the Top Workplaces USA award three years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unloc...Show moreLast updated: 30+ days ago
  • Promoted
Financial Representative

Financial Representative

Northwestern MutualLouisville, KY, 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.As a financial advisor...Show moreLast updated: 25 days ago
  • Promoted
Financial Services Professional

Financial Services Professional

Equitable AdvisorsLouisville, KY, United States
Full-time
Our network of over 4,300 financial professionals across the U.In total, ​Equitable​ Advisors serves 2.Our mission is simple : to make a difference in the lives of others. If you are passionate about...Show moreLast updated: 17 days ago
Member Services Representative Part Time

Member Services Representative Part Time

Planet Fitness, Inc.Jeffersonville, IN, United States
Part-time
The Member Services Representative will be responsible for creating a positive member experience by providing a superior level of customer service to Planet Fitness members, prospective members and...Show moreLast updated: 7 days ago
  • Promoted
Financial Representative

Financial Representative

Western & Southern LifeLouisville, KY, 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: 11 days ago
  • Promoted
Member Services Representative Part Time

Member Services Representative Part Time

Planet FitnessJeffersonville, IN, United States
Part-time
Member Services Representative.Planet Fitness members, prospective members and guests.Essential Duties and Responsibilities. Greet members, prospective members and guests, providing exceptional cust...Show moreLast updated: 4 days ago
Member Services Representative Part Time

Member Services Representative Part Time

Planet Fitness Inc.Clarksville, IN, United States
Part-time
Benefits : • 401(k) • 401(k) matching • Bonus based on performance • Employee discounts • Flexible schedule • Opportunity for advancement • Training & development • Wellness resources Job Summary ...Show moreLast updated: 9 days ago
  • Promoted
Financial Services Intake Representative

Financial Services Intake Representative

VirtualVocationsLouisville, Kentucky, United States
Full-time
A company is looking for a Financial Services Intake Representative.Key Responsibilities Receive and verify financial documents for completeness and accuracy to clear students for classes Docume...Show moreLast updated: 5 days ago
Retirement Services Representative

Retirement Services Representative

KellyLouisville, Kentucky, US
Permanent
Put your career in motion with a great, new opportunity.Join the Kelly® Professional & Industrial team as a •Retirement Services Representative •in Louisville, KY. This is a •DIRECT HIRE • opport...Show moreLast updated: 30+ days ago
Guest Services Representative

Guest Services Representative

Wyatt Investments Inc.Louisville, Kentucky, United States, 40213
Full-time
Quick Apply
Be eligible to work under all Federal, State, and Local laws.Be pleasant and have an upbeat personality.Be dependable, reliable and prompt. Be able to work as a member of a team.Has good and verifia...Show moreLast updated: 1 day ago
Manager, Tax - Financial Services

Manager, Tax - Financial Services

FORVISLouisville, KY, USA
Full-time
As a Tax Manager, you will have the opportunity to lead and develop a team while providing ultra-responsive customer service to our clients. If you have experience with managing tax advisory service...Show moreLast updated: 4 days ago
Member Services Representative Part Time

Member Services Representative Part Time

Planet Fitness - Glow BrandsNew Albany, IN, United States
Part-time
Member Services Representative.Planet Fitness members, prospective members and guests.Essential Duties and Responsibilities . Greet members, prospective members and guests, providing exceptional cus...Show moreLast updated: 9 days ago
People also ask
Personal Financial Representative

Personal Financial Representative

Allstate BenefitsStatewide, KY, US
30+ days ago
Job type
  • Full-time
Job description

Job Description

Would you like to own a meaningful financial services practice under the Allstate brand?

Scale your existing practice with proven support, flexibility and access to new customers. We’re looking for professionals with a growing practice who would like to use the Allstate brand and resources to expand, in your community.

Your Practice.

As an Allstate Financial Specialist, you’ll build your own financial services practice with support from Allstate. Your partnership with Allstate Agency owners will drive new business in your community and support your access to new revenue streams

Your Support Team.

We support our Financial Specialists across the nation with a variety of product offerings and continued education that helps them succeed. Financial specialists can share space with an Allstate agency owner and obtain leads from them.

Your Rewards.

We believe hard work should be rewarded. At Allstate, we offer unlimited earning potential that’s always connected to the growth of your business.

Your Work.

A typical agency office has one financial specialist who meets with customers face-to-face and a team of licensed professionals who enhances the team's ability to build deep relationships with customers and provide leads. Allstate provides support and expertise to help you build your business.

Job Qualifications

Are You a Fit?

We are looking for someone who possesses an unquenched entrepreneurial spirit and a strong track record of success. You’ll also need to have :

  • At least 2 years of life insurance or financial services customer facing sales experience
  • State Life / Health Insurance Licenses
  • FINRA Series 6 or 7 and 63 (if applicable) licenses
  • Blended mix of protection and asset accumulation sales
  • Prior Experience as a Financial Advisor, Financial Planner, Registered Representative or Investment Representative preferred
  • Professional designations such as RICP, FSCP, CLU, ChFC, CFP and LUTCF preferred
  • Bachelor’s degree (or higher) with emphasis on business preferred