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Many of our talented Insurance Agents use this advantage to become a Bankers Life Securities, Inc. Financial Representative, specializing in aiding clients in Wealth Management. Personal Planning Analysis - Asset & Income Protection - Investment & Advisory Services - Trust Services Wealth Management - Retirement Solutions.
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May perform teller duties, including a variety of financial transactions ranging from check cashing, deposits, withdrawals, processing loan payments and counting currency and coin accurately. Identify referral opportunities for Home Loans, Treasury Solutions, and Wealth Management, fully embracing and utilizing 360 View for documenting referrals, and other client activity.
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This is a full-time, onsite role for a Financial Services Representative. The Financial Services Representative will be responsible for providing exceptional customer service to clients, selling financial products and services, providing investment advice, and working with clients to create comprehensive financial plans that meet their unique needs.
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Understand and comply with federal and other regulations relating to financial products and services as well as MSUFCU policies and procedures and regulations pertaining to the Bank Secrecy Act.
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Identify referral opportunities to ensure all of the client’s financial needs are met. Hold financial conversations with clients and prospects to determine needs and provide appropriate solutions.
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The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help our clients achieve their monetary goals. Our firm is rapidly expanding and we are currently looking for a new Financial Advisor to join our entry-level ranks.
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As a Patient Financial Services Representative in our call center some of the responsibilities are, but not limited too, answering a high volume of inbound calls, researching and responding to billing questions and inquiries.
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We are actively hiring talented people for sales and sales management positions. A clearly defined career path, including opportunities in Management for qualified individuals. A vast array of competitive insurance and financial products designed to meet the protection and financial needs of your clients.
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As a Customer Service Representative - Financial Services , working onsite in Concord, NC you'll be a part of bringing humanity to business. You'll provide white glove support to customers of an asset and wealth management company that combines the entrepreneurial spirit of a start-up with more than 150 years of experience.
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