9 Jobs in Sacramento, CA
Bondar & Associates Financial and Insurance Services is Hiring a Financial Services Professional Near Sacramento, CA
Financial Services Professional
Job Description:
- A Financial Services firm is looking for people who want to build an insurance and financial services career.
- We are currently seeking a Financial Services Professional.
- As an agent, one will be responsible for scheduling appointments, meeting with clients, analyzing clients' information, making product recommendations and providing ongoing service. Agents work in the personal and business markets to help clients meet their estate, retirement and benefit needs through the insurance and financial products we offer.
Skills/ Requirements:
- Applicants should have a background in business, education, or sales, and be a high achiever.
- Applicants must also possess excellent communication skills as well as the ability to learn about complex ideas and concepts in insurance and financial services.
- Experience in the field is most preferable
Advantages of a Career with Us:
- A Rewarding Career
- A Generous Benefits Package
- A Comprehensive Training Program
- Continuous Support from a Staff of Experts
- Independence
- Opportunities in Management for those who qualify
- Training Allowance Subsidy
Job Type: Full-time
Pay: $40,000.00 - $150,000.00 per year
Weekly schedule:
- Choose your own hours
Work setting:
- In-person
Ability to Relocate:
- Sacramento, CA 95841: Relocate before starting work (Required)
Work Location: In person
Job Summary
Full Time
$100k-129k (estimate)
02/02/2024
08/30/2024
The job skills required for Financial Services Professional include Financial Services, Communication Skills, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Services Professional. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Services Professional. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Financial Services Professional positions, which can be used as a reference in future career path planning. As a Financial Services Professional, it can be promoted into senior positions as a Financial Associate (Public) III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Services Professional. You can explore the career advancement for a Financial Services Professional below and select your interested title to get hiring information.
If you are interested in becoming a Financial Services Professional, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Financial Services Professional for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Financial Services Professional job description and responsibilities
Finance professional help their clients experience their greatest aspirations and meet essential needs.
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They performs and coordinates administrative, technical, and professional work related to financial and accounting activities of the court, including ensuring compliance with appropriate guidelines, policies, and internal controls.
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They also prepares, updates and processes variety of accounting records, financial statements, and reviews, develops recommendations regarding procedures for improvements, and assists with policy development regarding financial matters.
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Finance professional help with tax and financial planning, financial consulting, assurance services and accounting services.
04/10/2022: Salem, OR
They also help clients work out how they can achieve their short-term and long-term financial goals.
03/11/2022: Ann Arbor, MI
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Financial Services Professional jobs
Finance professional requires education, experience, ethics, and comprehensive examination.
01/31/2022: Battle Creek, MI
The ability to build successful relationships with customers is critical if you want to excel.
02/04/2022: Kansas City, MO
Most companies are looking to hire employees who can implement lateral thinking, the ability to analyze scenarios, and draw suitable conclusions.
02/26/2022: Indianapolis, IN
It’s important for financial professionals to understand the relationship between a company’s fiscal behavior and marketplace demands
04/10/2022: Wichita Falls, TX
For finance professionals seeking to advance their career, the value of business skills can’t be overstated.
03/11/2022: Shreveport, LA
Step 3: View the best colleges and universities for Financial Services Professional.
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