2w
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Investment Planning Services Representative
Bloomington or Richardson or Tempe
$49k-$53k/yr HybridFull Time
Associates degree preferred; contact center or financial services experience desirable; familiarity with Excel; strong verbal communication; required to obtain SIE, Series 6 and Series 63 and pass background/credit checks for FINRA sponsorship.
Microsoft Excel
1w
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Advanced Planning & Sales Support Consultant
Bloomington or Richardson or Tempe
$66k-$105k/yr HybridFull Time
3+ YOE3+ years financial services or brokerage experience; obtain/maintain SIE, Series 6, 63, 65 (or equivalent); Life/Health/Variable licenses; bachelor’s degree desired; strong communication, critical thinking, and Microsoft Office skills.
Outlook, Microsoft Teams, OneNote, Microsoft Excel, Microsoft Word
1mo
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District Leader - River Valley District
Bourbonnais or Bloomington
$100k-$137k/yr FieldFull Time
5+ YOE5+ years insurance/financial services experience (including management), SIE and Series 6/63 securities licensing (timed post-hire), property & casualty and life/health licenses required within 30 days, advisor program certification within 9 months, regular travel with some overnight.