8 Banking jobs

Bankers Life is recruiting dynamic and dedicated insurance sales professionals to meet the demand of our rapidly growing market!  As an Insurance Sales Agent with Bankers Life, you will utilize your strengths and our award-winning company training to:  Set appointments to identify prospective client’s financial resources and needs Offer expert insurance policy recommendations to generate sales Provide continuous, excellent service to the client base Here are just a few reasons you’ll love working for Bankers Life:  Unlimited earning potential- we have agents earning $100K+ and veteran agents earning $300K+ Leads- company-sponsored lead programs Award-winning training- Bankers Life named to Training Magazine Top 125 for the fifth year in a row Advancement opportunities- benefit eligible management positions within local branch structure Performance rewards- opportunity to earn numerous production-based award trips and incentives Technology support- quick and easy access to pertinent information available anytime, anywhere Our Agents come from diverse professional backgrounds, many of which do not have previous sales or insurance experience. Our successful agents typically possess the following skills and abilities:  Sales-minded and open to making contacts via phone and networking Passion for people and developing sales relationships Outstanding communication skills Goal-oriented with a focus on achieving sales success Excellent time management and organizational skills Take control of your career and positively impact the lives of others in your community!  Join the Bankers Life Team Today   Minimum experience or requirements:   No experience needed.  

Requirements: A drive to succeed is a must Basic computer skills required Effective communication and relationship building expertise Ability to obtain National and multi-state licensing     MORTGAGE LOAN ORIGINATOR Reliance First Capital, a dynamic and leading DIRECT LENDER, is currently hiring efficient and motivated MORTGAGE LOAN ORIGINATORS who understand that HARD WORK = GREAT REWARD!  If you are an experienced mortgage professional OR new to the mortgage industry and want to earn what you are worth…we need to talk!!!     We provide:   Salary + Tiered commission earned on the very first loan All leads provided daily…. HIGHER COMMISSION payout on personal book of business Exceptional in-house training and continuing education support Company Paid Licensing Paperless origination, processing and underwriting system Broad range of products to include FHA, Conventional, JUMBO, VA, Reverse, 203K In-house Processing AND Underwriting departments to support your business Sales focused marketing platform Company Culture designed for optimal CAREER ADVANCEMENT Comprehensive benefits: Medical, Dental, Vision, LTD, & 401(k) participation, paid time off   Responsibilities : Meet sales objectives in a fast paced professional environment Create and maintain relationships with potential borrowers Counsel borrowers regarding appropriate mortgage programs and Determine customers’ eligibility and acceptability of loan risk and present the best options     We Offer:   Competitive salary Medical, Dental, and Vision insurance Company paid Life, AD&D, and LTD insurance 401(k) participation Company Match Paid time off benefits   If you are looking for the best in training, tools, technology, competitive programs and organizational support which will allow you to provide the right solutions for your customers, then we are the company for you!         Office Location:   Melville, NY Charlotte, NC Cleveland, OH Dallas, TX Philadelphia, PA Pittsburgh, PA Nashville, TN         Reliance First Capital, LLC is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, national origin, gender, age, religion, disability, sexual orientation, veteran status, marital status, any other characteristic protected by law.  

Mortgage Specialist Direct to Consumer Online Division Chicago, IL Are you a driven individual with high standards, are committed to your personal excellence, and serving others? Love talking to people? Have a desire to thrive in a tech savvy environment within the finance industry? Look no further! You are Guaranteed Rate’s next Mortgage Specialist. At Guaranteed Rate we live and breathe to provide the best experience to our clients and employees each and every day. We are fresh, passionate, have tons of energy, and love what we do – provide mortgages with low, low rates and wow our customers with impeccable service.  As a sales-driven individual, we get you licensed, provide cutting-edge sales training through our Liftoff Training Program, and give you qualified leads to help you achieve success and develop into a top loan officer. Your customers are already engaged and excited thanks to our best in class advertising and digital mortgage platform. We provide exclusive leads directly to you! You just jump on the phone and continue the conversation. So back to you, do you have all, many or even a few of the following: Some sales, customer service, acting or improv experience is great – yeah we said acting and improv – we love you! If you’re new to the work force, want to start off in a great career, be trained by the best, and see your hard work pay off, then this role is for you. If you’re looking for a career change – great! We love people who have the skills to be successful yet want a new challenge because their career track lacks growth, is boring and there still is a fire burning to be wildly successful with something new, better, and meaningful. If you have the desire to be a Top Producer, a member of the President’s Club, or earn a Fancy Trip – then you are driven by competition and success! We want you to obsess about the same things we do and achieve them. We want people who can’t wait to get out of bed to attack the day. We will push you, but you’ve got to have a fire in your gut and be ready to dominate each and every day! Your passions include: winning, being the best, working for a top company in Chicago, offering great customer service, having fun, learning, growing, making mistakes while continuing to grow from your need to constantly learn and having the internal drive. You’ll report to our talented Online Division Sale Manager – they know their stuff so you’ll learn more than you can imagine. Oh, and if that isn’t enough, what about some of the perks you earn from working here at Guaranteed Rate and being part of the family: Our location rocks – right off the brown line at Irving Park. Our home base is a hip office with exposed brick and duct work, windows we can actually open during the summer, and an open floor plan. Rather than a cubicle life, we work in an open and collaborative environment. An in-house café offers breakfast, lunch and a late afternoon healthy snack. We subsidize all meals so you’ll never pay full price. Access to the office gym for only $20 a year. Yes, a whole year! There is also yoga, cross fit, and boxing offered for a very small fee. We want our folks happy, healthy, and feeling good. A FREE on-site nurse. Psshh who needs a doctor’s appointment when our nurse can do it all? A 5,000 square foot rooftop deck that’s available to everyone all day and all evening with WiFi, two bars, music, grills, fun umbrellas, a ping pong table, corn hole, and fire pits. All of this is offered when Chicago gives us those non-snow covered days. Holiday parties? We got’em!! Not just major holidays, any holiday….Mardi Gras, Valentine’s Day, St. Paddy’s Day, Opening Day, Boxing Day (for our Canadian employees), Sweetest Day, Groundhog Day, etc. Inter-office contests like the Great Mac-Off, Chili Cook-Off and Limbo. We always keep you guessing, participating, and wanting more. 401k with percentage matching, Blue Cross health care coverage (yup, dental and vision too), short-term disability, life insurance, and even legal assistance (for a small monthly fee)…and did we mention the awesome rooftop deck? Work for the #16 Top 100 Companies to work for in Chicago. Who Guaranteed Rate is: Since 2000, Guaranteed Rate has been creating a better way to get a mortgage. Today, the company has become the 8th largest retail lender in the country with an A rating from the Better Business Bureau and operations in all 50 states. Nearly a fourth of the top 200 loan officers in America work for Guaranteed Rate1 and they have over 500,000 happy customers and counting2. Guaranteed Rate funded $23 billion dollars in loans in 2016 and more than $100 billion in loans since inception. Disclaimers to include: 1 As ranked among the 400 top producers on National Mortgage News 2017 Top Dollar Volume list. 2 Source: Guaranteed Rate’s funded loan data from 2000-2016 If this sounds like something you want to be part of then reach out, apply and let’s get the conversation started.

Financial Advisor Training Program   Are you seeking a new career, with the entrepreneurial freedom to build your own book of business and create unlimited compensation opportunities based on your results? As an Ameriprise Financial advisor, you'll help shape your clients' financial futures. It's a tremendous responsibility, but you won't go it alone. You'll have access to extensive, in-person training taught by local leaders, alongside your peers.   At Ameriprise Financial, our local, experienced leaders will coach and develop you over three years to build a book of business and embark on a long-term career as an Ameriprise financial advisor. We will provide coaching and accountability to help you obtain your required licenses/credentials, and we’ll cover your licensing and training costs. In addition, we offer a competitive, starting base salary plus uncapped monthly bonus opportunities and a full employee benefits package. As you advance in your training curriculum, you will be paid commissions against your results.   Responsibilities: Obtain your required licenses/credentials within 150 days of hire: FINRA Series 7; State Securities (Series 63 or Series 66); State IAR (Series 65 or Series 66), and; State Life, Health Insurance and Variable Products lines. Attend and engage in required coaching and training. Build a lead pipeline, complete with personal and professional contacts and new leads. Develop and execute a robust marketing plan to generate a high volume of new leads, maintain your lead volume and, ultimately, acquire new clients. Generate new leads by attending local tradeshows and events, hosting seminars, joining networking groups, utilizing online marketing venues, cold-calling and asking for referrals. Schedule and conduct financial planning and advice meetings with prospects. Acquire clients by adopting and executing proven sales scripts and achieving weekly conversion goals. Develop a solid service model to provide ongoing relationships with your clients, recommending solutions and helping them to stay on-track to achieving their financial goals. Achieve or exceed program standards. Receive additional compensation opportunities and recognition tied to your results. Build a book of business as a stand-alone Ameriprise Financial advisor. Explore teaming opportunities with seasoned financial advisors as you achieve program standards and advance in your training curriculum. Follow high standards of business and professional ethics and legal and regulatory requirements when serving clients and prospects and performing all work-related activities.   Required Qualifications: Possess 3+ years of work experience with proven success in your past field(s). Currently reside, or previously resided, in the local area for 3+ years. Have a natural network, of personal and professional contacts, of 200+ people. Showcase a background in building strong relationships and delivering superior client service. Cannot have been a financial advisor soliciting securities-based business or have a securities-based book of clients in the past 8-10 years.   Preferred Qualifications: Four-year college degree from an accredited institution with focused studies within: Sales, Business Development, Entrepreneur, Real Estate, Marketing, Accounting, Finance, Legal, Liberal Arts, Banking, CERTIFIED FINANCIAL PLANNER, CFP, Insurance, Risk, Education; or equivalent experience. Military Veterans and transitioning Professional Athletes encouraged to apply! Demonstrate entrepreneurial spirit/desire to manage your own business and be accountable to your results. High level of confidence, perseverance and a strong desire to succeed in a goal-oriented environment. Outstanding verbal, written and listening communication skills. Willingness and desire to be part of a coaching relationship and peer learning environment. Prior profession within: Community Leader Consultant Fundraiser Manager Teacher Professor; or comparable field.  

New York Life Insurance Company and its affiliates are dedicated to prudent financial management, high-quality products, and impeccable service. Our financial professionals help clients develop a long term financial strategy to achieve their financial goals using a comprehensive array of financial products and services, including life insurance, fixed and variable* annuities, and mutual funds*.   In the Fast Track Management Program, you’ll start as a financial professional to gain hands on experience.  Once you have met the program requirements, you’ll be able to transition into management as an Associate Partner.  In this role, you’ll be responsible for recruiting and developing your own team of financial professionals. You’ll also be enrolled in the Associate Partner Training Program, an intensive, six-month program that will develop you and prime you for success as a manager.   Eligibility requirements: MBA completion within the previous 24 months -or- Prior management or business owner experience   Preferred but not required to apply: Life and Health License FINRA registrations; Series 6 or 7 and Series 63 Previous sales experience   Why New York Life? From quality training programs to a competitive compensation package, New York Life offers tremendous support and benefits to our financial professionals and managers.  Our dedicated teams at the General Office and the corporate office support our managers and help them impact their agents and communities. Our extensive resources include: Our NYLIC University training program, designed to provide career-long support and growth including tuition reimbursement program for certain advanced, professional designation courses Three highly-skilled teams providing advanced markets support: Our Advanced Planning Group Eagle Strategies for qualifying agents who are also Registered Representatives The Nautilus Group for qualifying agents who pay a monthly subscription fee. A team of highly-trained, experienced product consultants to support your agents’ client acquisition needs   About New York Life We are among the strongest and most respected financial companies in America today, consistently appearing on the Fortune 100 list.  New York Life has earned the highest possible financial strength ratings currently awarded to any life insurer from the four major ratings agencies: Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA).**  For over 60 years we have led the way in the industry with the most US members of the Million Dollar Round Table, the standard of excellence for life insurance sales performance in the insurance and financial services industry.   *Securities can only be offered by properly licensed Registered Representatives of NYLIFE Securities LLC (member FINRA/SIPC), a Licensed Insurance Agency **Source: Individual Third Party Ratings Reports as 8/1/17.

Inside Sales—Loan Officer At AAG, discover an open door to opportunity. As the #1 Reverse Mortgage lender in the US, we pride ourselves on our quality of services to our clients. Become a part of our team through our Training and Development Program, to gain your NMLS and States Licenses for the Reverse Mortgage Industry. AAG is culture driven, caring and passionate about helping our American Seniors. Why AAG 6 Week Paid Training and Licensing Program - NMLS and States Licensing paid for Become educated in Reverse Mortgage and the AAG sales process through our proven industry leading training 100% inbound leads, no cold calling - no required dialer (optional) Our Marketing and Advertising efforts have made AAG the #1 Reverse Mortgage lender in the country. Industry leading national television advertising featuring Tom Selleck Increasing LO headcount by 75 specifically in Orange, CA for the year of 2017 Work/Life balance - NO nights and weekends Culture driven company- Enjoy where you work from a company who enjoys working with you Grow within the company- ability to be promoted and move within departments Career focused investment in our Loan Officer- we invest on the front end to set you up for success to ensure your career path with AAG Learning and Development Department dedicated to maximizing the coaching and educating of AAG products and services on various levels. Never stop learning and growing as sales professional Culture based values - Caring, Driven, Ethical Job Description: Our AAG Loan Officer’s are the forefront of initiating the Reverse Mortgage process. Through building strong relationships with our American Seniors our LO’s take pride helping them move through the loan process. Working with 100%  inbound leads, thanks to our Marketing and Advertising efforts with Tom Selleck , our LO’s listen, build rapport, answer questions and analyze the financial situations of our customers on a consultative basis. Our goal is to provide the most appropriate financial solutions to our customers and client’s needs. Job Requirements: BS Degree preferred 1-3 years minimum sales experience required 1-3 years minimum customer service experience required Preferred Skillsets: Sales Acumen- motivated, sales driven, excellent verbal and non-verbal communication, ability to overcome rejection and rebuttals Proficiency in Microsoft Outlook – Calendar Results Oriented Competitive Adaptable The Perks: Base + Bonus+ Commission Vacation and sick pay 6 public holidays and 1 floating holiday Medical/ Vision/ Dental/ 401K Internal growth and advancement 40 Hours a week Monday through Friday Industry leading training focused on maximizing employee sales potential AAG pays for your licensing Average income: 3 Closings a month = $59,000 annually 4 Closings a month = $85,000 annually 5 Closings a month = $118,000 annually 6 Closings a month = $151,000 annually *Please note this is an average based upon your successfully closing these sales in any one month. We are #1 in our industry and growing our office with long term employees who are striving for a career. Please submit a formal resume in your application.

Title: Financial Advisor Job Description: Financial Advisor Training Program Are you seeking a new career, with the entrepreneurial freedom to build your own book of business and create unlimited compensation opportunities based on your results? As an Ameriprise Financial advisor, you'll help shape your clients' financial futures. It's a tremendous responsibility, but you won't go it alone. You'll have access to extensive, in-person training taught by local leaders, alongside your peers.   At Ameriprise Financial, our local, experienced leaders will coach and develop you over three years to build a book of business and embark on a long-term career as an Ameriprise financial advisor. We will provide coaching and accountability to help you obtain your required licenses/credentials, and we’ll cover your licensing and training costs. In addition, we offer a competitive, starting base salary plus uncapped monthly bonus opportunities and a full employee benefits package. As you advance in your training curriculum, you will be paid commissions against your results.   Responsibilities: Obtain your required licenses/credentials within 150 days of hire: FINRA Series 7; State Securities (Series 63 or Series 66); State IAR (Series 65 or Series 66), and; State Life, Health Insurance and Variable Products lines. Attend and engage in required coaching and training. Build a lead pipeline, complete with personal and professional contacts and new leads. Develop and execute a robust marketing plan to generate a high volume of new leads, maintain your lead volume and, ultimately, acquire new clients. Generate new leads by attending local tradeshows and events, hosting seminars, joining networking groups, utilizing online marketing venues, cold-calling and asking for referrals. Schedule and conduct financial planning and advice meetings with prospects. Acquire clients by adopting and executing proven sales scripts and achieving weekly conversion goals. Develop a solid service model to provide ongoing relationships with your clients, recommending solutions and helping them to stay on-track to achieving their financial goals. Achieve or exceed program standards. Receive additional compensation opportunities and recognition tied to your results. Build a book of business as a stand-alone Ameriprise Financial advisor. Explore teaming opportunities with seasoned financial advisors as you achieve program standards and advance in your training curriculum. Follow high standards of business and professional ethics and legal and regulatory requirements when serving clients and prospects and performing all work-related activities.   Required Qualifications: Possess 3+ years of work experience with proven success in your past field(s). Currently reside, or previously resided, in the local area for 3+ years. Have a natural network, of personal and professional contacts, of 200+ people. Showcase a background in building strong relationships and delivering superior client service. Cannot have been a financial advisor soliciting securities-based business or have a securities-based book of clients in the past 8-10 years.   Preferred Qualifications: Four-year college degree from an accredited institution with focused studies within: Sales, Business Development, Entrepreneur, Real Estate, Marketing, Accounting, Finance, Legal, Liberal Arts, Banking, CERTIFIED FINANCIAL PLANNER, CFP, Insurance, Risk, Education; or equivalent experience. Military Veterans and transitioning Professional Athletes encouraged to apply! Demonstrate entrepreneurial spirit/desire to manage your own business and be accountable to your results. High level of confidence, perseverance and a strong desire to succeed in a goal-oriented environment. Outstanding verbal, written and listening communication skills. Willingness and desire to be part of a coaching relationship and peer learning environment. Prior profession within: Community Leader Consultant Fundraiser Manager Teacher Professor; or comparable field.  

The Retail Banker is responsible for providing frontline support and service to current and potential customers to meet their everyday banking needs.  This includes marketing and cross-selling products and services, as well as performing customer service, branch operations and teller functions in a non-traditional retail environment. Key Responsibilities: Processes a variety of customer transactions accurately and efficiently in adherence to bank policies and regulations such as cashing checks, processing deposits and withdrawals, loan payments, cash advances, transfers, and issuing monetary instruments. Performs opening, closing, and other branch servicing duties such as cash and vault balancing; ordering cash, cards, checks and other supplies; completing logs, reports, audits and control checks; maintaining and servicing automated teller machines; and cleaning work areas. Opens and performs account maintenance on certificate of deposit, consumer and business accounts; assists with courtesy and collection calls as needed; seeks assistance from more knowledgeable branch staff when necessary. Addresses customer questions and concerns by phone and in person; files disputes or refers to appropriate internal resources for resolution as appropriate. Proactively seeks ways to develop and expand customer relationships through marketing displays, call programs, and other prospecting techniques. Achieves personal sales and referral goals by identifying, marketing, and cross-selling banking products and services beneficial to customer needs. Enhances customer satisfaction and the professional reputation of the Bank by warmly greeting, engaging, and developing good professional relationships with customers and host retail partners. Practices branch security procedures and protects customer confidentiality and privacy. Performs other job related duties or special projects as assigned.   Competencies Required Proficiency with 10 key touch, Microsoft Office (Excel, Word, Outlook, SharePoint), and knowledge of, or the ability to quickly learn, banking software applications (Mozart, TellerPlus, Bancline). Ability to work flexible or extended working hours to meet business needs; demonstrated good attendance and punctuality. Customer service orientation with effective problem solving abilities and the ability to maintain composure and convey a positive attitude while interacting with customers and internal team members. Outstanding listening and communications skills, both written and verbal. Knowledge of or ability to quickly learn banking and lending products, services, policies, procedures, regulatory guidelines, and effective marketing and sales practices. Ability to maintain confidentiality, follow directions and apply proper policies, procedures and guidelines. Self motivated, goal oriented, team player with strong interpersonal skills and sales aptitude. Excellent organizational skills with the ability to prioritize workload and multi-task in a fast pace environment while maintaining accuracy and attention to detail. Basic math proficiency with the ability to add, subtract, multiply and divide in order to help customers with their transactions and balance teller drawer . Read at a level sufficient to understand memoranda, instructions, forms, applications, financial statements and credit reports.   Minimum experience or requirements: 1-3 years customer service or sales experience; or an equivalent amount of directly related college education or volunteer service Previous banking experience is preferred but not required Cash handling experience preferred.