Mutual Savings Association: Provides administrative support to management and staff in a financial services office while offering interns professional experience.
Adaptable, organized, proactive; provide administrative support to management, supervisors, agents, and client service staff in a financial office.
Edward Jones: Offers investment management and financial planning through local branches.
Provide administrative support to financial advisors, manage client accounts and transactions, deliver exceptional client service, use MoneyGuide, Salesforce, and Microsoft Office; strong attention to detail and analytical skills.
Edward Jones: Offers investment management and financial planning through local branches.
Providing administrative support to financial advisors, client service and account management, strong computer literacy with MoneyGuide, Salesforce, and Microsoft Office.
Edward Jones: Offers investment management and financial planning through local branches.
Provide client service and administrative support to financial advisors; manage account openings and transactions; strong attention to detail, analytical thinking, communication skills, and computer literacy (MoneyGuide, Salesforce, Microsoft Office). 6-month training provided.
Sales Representative & Field Trainer — Educators Welcome
Basehor, Kansas, United States
$85k-$105k/yrHybridFull Time, Contract
Impact Insurance Agency: Provides supplemental insurance solutions for businesses and their employees.
B2B sales and territory management with client-facing presentations; mentoring/training experience; willingness to obtain Health & Life insurance license (support provided).
The Edelson Agency: Provides life insurance and debt elimination financial strategies.
Seeking a motivated Insurance Broker to help clients find the right insurance coverage. Responsibilities include assessing client needs, recommending policies, managing applications, and providing ongoing support with claims and renewals. Strong sales, customer service, and organizational abilities.
Edward Jones: Offers investment management and financial planning through local branches.
Provide client service and administrative support to financial advisors; perform account management, scheduling, documentation, and marketing activities; strong computer literacy and analytical, communication, and attention-to-detail skills.