Financial services representative Jobs in Santa Ana, CA

Last updated: 14 hours ago

Promoted

Financial Services Professional

Guardian Lifesacramento county, CA, United States

$90,000.00–$100,000.00 yearly

Full-time

Are you starting to think about a change? Do you feel dissatisfied and unfulfilled with your impact in your current job?. Consider becoming a part of the Guardian Network as a Financial professional...Show moreLast updated: 8 days ago

Promoted

Financial Services Professional

New York Life - AnaheimAnaheim, CA, US

$132,500.00 yearly

Full-time

Are you a skilled Financial Services Professional seeking a rewarding opportunity with New York Life in Anaheim, CA? We are actively seeking a dedicated individual to join our team.If you possess a...Show moreLast updated: 30+ days ago

Promoted

Client Services Representative

VCA Animal HospitalsFountain Valley, CA, United States

$20.00–$24.50 hourly

Join the VCA West Coast Specialty & Emergency Animal Hospital team!.At VCA Animal Hospitals, you can be the Client Service Representative you have always wanted to be! We have a unique culture in o...Show moreLast updated: 19 days ago

Promoted

FINANCIAL SERVICES OFFICER

County of AlamedaCA, United States

Full-time

This is a reinstatement, transfer or voluntary demotion opportunity for current and former regularly appointed employees of Alameda County. Pursuant to Civil Service Rule 1744 : On the request of a d...Show moreLast updated: 1 day ago

Promoted
New!

Client Services Lead - Financial Services

Chamberlain Group Financial ServicesIrvine, CA, United States

Full-time

Client Service Lead - Financial Services.Are you an experienced professional in investment account operations who thrives on leading teams, delivering exceptional client service, and driving result...Show moreLast updated: 15 hours ago

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Client Services Representative

TaxRiseIrvine, CA, United States

$20.00–$22.00 hourly

Full-time

At TaxRise, our mission is simple yet impactful : to revolutionize the way taxpayers navigate their tax challenges.We believe in the power of lifting others up, and that's the driving force behind e...Show moreLast updated: 6 days ago

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New!

FAN SERVICES REPRESENTATIVE

Los Angeles DodgersCA, United States

$23.00–$25.00 hourly

Part-time

Title : Fan Services Representative.Department : Security & Guest Services.Reports to : Manager, Fan Services.Compensation rates vary based on job-related factors, including experience, job skills, ed...Show moreLast updated: 14 hours ago

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Overnight Member Services Representative

Supreme Fitness GroupBuena Park, CA, United States

Full-time

In order to be considered as a candidate for this position, it is required you complete the 2nd step application.Upon clicking "Submit Application", you will be directed to this 2nd step".Essential...Show moreLast updated: 1 day ago

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Patient Financial Services Representative

VirtualVocationsHuntington Beach, California, United States

Full-time

A company is looking for a Patient Financial Services Representative.Key ResponsibilitiesCoordinate and facilitate patient billing and collection activitiesResearch payments, denials, and accounts ...Show moreLast updated: 11 days ago

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BILINGUAL FINANCIAL SERVICES REPRESENTATIVE

Enterprise Bank and TrustCA, United States

Full-time

Applicant must be fluent in Spanish and English.Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction ...Show moreLast updated: 1 day ago

Promoted
New!

FAN SERVICES REPRESENTATIVE

AEGCA, United States

$23.00–$25.00 hourly

Part-time

In order to be considered for this role, after clicking Apply Now above and being redirected, you must fully complete the application process on the follow-up screen. Title : Fan Services Representat...Show moreLast updated: 14 hours ago

Financial Representative Entry-Level

The Fadil GroupFountain Valley, CA, US

$118,700.00–$189,400.00 yearly

Full-time

Join the winning team at The Fadil Group of Northwestern Mutual! We are a perennial leader within the Northwestern Mutual system, excelling in every measurable category : investment management, insu...Show moreLast updated: 30+ days ago

Promoted

Guest Services Representative

Innovative Integrative HealthAnaheim, CA, US

$18.00–$23.00 hourly

Full-time

Are you interested in working for an organization whose mission is to enable frail, underserved, and multicultural senior communities to live independently at home and in their communities, for as ...Show moreLast updated: 1 day ago

Promoted

Financial Services Professional

New York LifeNewport Beach, CA, United States

Full-time

We are looking for a few new associates to join our team of advisors.Training, Development and Licensing Support provided by the firm for the right candidates. Our company is growing at a record pac...Show moreLast updated: 15 days ago

Promoted

Member Services Representative

Planet FitnessSanta Ana, CA, US

$13.00–$16.00 hourly

Full-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: 13 days ago

Promoted

Licensed Financial Services Representative

Shahin Chear State FarmCosta Mesa, CA, US

Full-time

Welcome to Shahin Chear State Farm, where your financial expertise meets opportunity.Located in Costa Mesa, California, our agency offers a hybrid remote work environment that allows flexibility wh...Show moreLast updated: 30+ days ago

Promoted

Financial Services Representative State Farm Agent Team Member

William Vu - State Farm AgentWestminster, CA, US

Full-time

As a Financial Services Representative State Farm Agent Team Member with William Vu - State Farm Agent, you will successfully market the financial products that manage everyday risks.Your proficien...Show moreLast updated: 30+ days ago

Promoted

PATIENT SERVICES REPRESENTATIVE

InterDent Service CorpCA, United States

$16.00–$19.00 hourly

Full-time

This position is offering a Training Bonus of over $1,000!.Do you find fulfillment helping others? At InterDent and our dental brand Gentle Dental, our priority is our patients, and providing them ...Show moreLast updated: 1 day ago

Financial Services Professional

Guardian Lifesacramento county, CA, United States

8 days ago

Salary

$90,000.00–$100,000.00 yearly

Job type

Full-time

Job description

About the job

Overview

Are you starting to think about a change? Do you feel dissatisfied and unfulfilled with your impact in your current job?

Consider becoming a part of the Guardian Network as a Financial professional in the Sacramento area where you can help people and businesses reach their financial objectives. You’ll show clients where they are today and help guide their decisions for a better tomorrow while providing the appropriate financial tools and support.

This may sound exciting and scary all at the same time. Don’t worry, we don’t expect you to know everything on day one. That’s why you’ll receive in-depth training and partner with industry experts until you’re ready to be on your own.

We’re looking to grow our team with those who share our passion and values.

You possess…

A passion for helping others and making a positive impact in your community.
An entrepreneurial spirit and desire to own a business that provides the ability to integrate your life and work – on your terms.
A lifelong learner mentality with a desire to continue growing professionally.
Self‐motivation, a confident personality, high integrity, and a strong desire to succeed.

What you’ll be doing…

Working with clients to understand their goals, concerns, and current financial information.

Analyzing information to create a strategy with appropriate products and services.

Developing and maintaining a base of clients who value your input and guidance.

Working with clients to keep their financial strategies current and aligned with their goals, building relationships with clients that will last for years.

What we provide…

The Guardian FR contract for inexperienced FRs in their first four years earn $90K to $100K per year on average, including first year and renewal commissions; renewal commissions begin in year two.

Tools and technology to help you appropriately gather, manage, and service your clients.

Development and training—locally, virtually, and nationally—to support your educational needs.

Tools and resources to help you market and grow your practice and communicate efficiently with your current and potential clients.

Mentorship and joint-work opportunities.

Superior service and support.

A competitive benefits package including Defined Benefit Plan, 401(k) with Match and Roth options, health, and dental insurance and more.

Leadership and career development opportunities including tuition reimbursement and continuing education opportunities.

Requirements

Must be a US citizen or authorized to work in the United States

Obtain appropriate insurance licensing

Bachelor's Degree

About Guardian

A mutual insurer founded in 1860, The Guardian Life Insurance Company of America (Guardian) and its subsidiaries are committed to protecting individuals, business owners and their employees with life, disability income and dental insurance products, and offer funding vehicles for 401(k) plans, annuities and other financial products. Guardian operates one of the largest dental networks in the United States and protects more than eight million employees and their families at over 115,000 companies. The company has approximately 5,000 employees in the United States and a network of over 3,200 financial representatives in more than 80 agencies nationwide. For more information about Guardian, please visit www.GuardianLife.com.

About Park Avenue Securities LLC

Choosing to succeed is an easy decision. Making it happen is a different story. Park Avenue Securities makes your job easier – when your job is getting new business, our job is helping you keep it. With Park Avenue Securities, you’re able to offer your clients more financial options than ever before, giving you the unique opportunity of going after new business from your current relationships. You’re also in a prime position to enter new markets you hadn’t before considered.

As the retail broker-dealer and investment advisory arm of Guardian, Park Avenue Securities provides you with the means to move your clients and your business forward. There's never been a better time to take the avenue towards your success .