Top 272 Insurance advisor Jobs in Allen, Tx

Financial Advisor
Cathay Bank —Plano, TX
- $64,480 a year
- Full-time
- English
- Mid-level
- Business development
- Health savings account
- Disability insurance
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Financial Advisor/Wealth Manager - Dallas, TX
Florida Financial Advisors —Dallas, TX
- From $100,000 a year
- Weekends as needed
- Mid-level
- Office
- US work authorization
- Health insurance
- 401(k)
Quick Apply
Sr. Client Service Specialist, Commercial Risk - IAS, Southwest
The Baldwin Group —Rockwall, TX
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Mid-level
Senior Client Executive, Commercial Risk - Insurance Advisory Solutions, SW Region
The Baldwin Group —Dallas, TX
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Bachelor's degree
Financial Advisor
Edward Jones —Corinth, TX
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Wealth Management Client Relationship Manager
TIAA —Dallas, TX
- $71,300 - $80,500 a year
- Online Application
- Mid-level
- Office
- Business development
Financial Sales Development - Finance
Mutual of Omaha Advisors —Dallas, TX
- Up to $98,000 a year
- Full-time
- Background check
- Classroom
- Up to 50% travel
- Paid holidays
- Health insurance
Quick Apply
Insurance Sales Advisor - Warm Leads
C1 Insurance Group —Dallas, TX
- From $48,000 a year
- Full-time
- No experience needed
- Office
- Organizational skills
- Paid training
- Paid holidays
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Client Executive, Employee Benefits, IAS - Southwest
The Baldwin Group —Rockwall, TX
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
11d
Virtual Financial Advisor - Dallas - Hybrid
Thrivent —Dallas, TX
- $23.80 - $26.45 an hour
- Full-time
- Hybrid work
- Background check
- Office
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
Entry Level - Wealth Management Leadership Program
Equitable Advisors —Dallas, TX
- $24,000 - $125,000 a year
- Full-time
- Background check
- CPA
- Bachelor's degree
- Health savings account
- Health insurance
Quick Apply
Pharmacy Support Account Manager
Liberty Software —Lewisville, TX
- From $29 an hour
- Overtime
- Computer science
- Computer Science
- Computer literacy
- Health savings account
- Paid holidays
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Account Manager - Commercial Insurance (Construction/Contractors)
Insurance Office of America, Inc. —Dallas, TX
- $60,000 - $115,000 a year
- Full-time
- 3 years
- High school diploma or GED
- Business development
- Paid holidays
- Health insurance
Quick Apply
4d
Financial Advisor
Edward Jones —Frisco, TX
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
14d
Bilingual Retirement Advisor (Client Services)
M&M Financials —Carrollton, TX
- $3,000 - $9,000 a month
- Part-time
- Bilingual
- English
- Office
- 401(k)
- Flexible schedule
Quick Apply
Insurance Agent
Your Health Insurance Guide —Dallas, TX
- $78,000 - $108,000 a year
- Weekends as needed
- Bilingual
- 18 years or older
- Sales
- Health insurance
- Dental insurance
Quick Apply
Insurance Specialist - Seeking Athletes
Barr District - New York Life —Frisco, TX
- $79,000 - $109,000 a year
- Full-time
- Hybrid work
- No experience needed
- Mid-level
- Business development
- Disability insurance
- Health insurance
Quick Apply
Financial Advisor
Edward Jones —Sunnyvale, TX
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Wealth Management Trainee (TX)
Bankers Life —McKinney, TX
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Financial Advisor - (Career Changers Encouraged to Apply!)
Northwestern Mutual —Dallas, TX
- $80,000 - $180,000 a year
- Full-time
- Bachelor's degree
- US work authorization
- Financial services
- Disability insurance
- Health insurance
Quick Apply
5d

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insurance advisor jobs near allen, tx

Financial Advisor

Cathay Bank -
Plano, TX

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Job Details

Full-time
$64,480 a year

Benefits

Health savings account
Disability insurance
Health insurance
Dental insurance
401(k)
Flexible spending account
Vision insurance
Life insurance

Qualifications

Business development management
Financial sales
Professional ethics
English
Series 7
Business development
Business development within finance
FINRA License
Life & Health Insurance License
Experience practicing in the securities industry
Marketing

Full Job Description

People Drive Our Success

Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank – we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members’ drive and optimism. Together we can make a difference in the financial future of our communities.

Apply today!

What our team members are saying:

Job Posting Template: Officer/AVP, Intro & Testimonials

Video Clip 1 (https://youtu.be/ntD01JTEmic)

Video Clip 2 (https://youtu.be/R49hxuriKK4)

Video Clip 3 (https://youtu.be/Fd61I9F0sDY)

Learn more about us at cathaybank.com

GENERAL SUMMARY

Proactively develops a client base to which appropriate wealth management products can be sold. Analyzes customers’ financial needs and advises them on investment choices and insurance products that best meet their needs to optimize the financial performance and achieve the highest level of customer satisfaction. Ensures that all business originations are in compliance with audit and regulatory standards.

ESSENTIAL FUNCTIONS

Pro-actively develops a client base to which appropriate wealth management products can be sold.
Collects and analyzes information regarding the customer risk tolerance, long and short term goals, income, assets, investments and debts; determines which financial products best meet the customer needs and financial circumstances.
Advises the customer regarding the advantages, risks, and disadvantages of different financial products
Markets, services, or promotes financial products.
Develops internal referral resources to identify existing customers
Identifies external prospects and builds new client relationships, including participating in joint calls with Branch Managers, Lenders, etc. to further expand relationships.
Represent the bank by participating in local professional and community associations and their networking activities to develop self-sourced business.
Identifies cross-sell opportunities, including opportunities to refer customers to other bank sales representatives through proper customer profiling and needs-based selling
Understands and complies with all aspects of bank and Cetera Investment Services LLC policies and practices, laws and regulations governing the duties and responsibilities of product sales.
Ensures products sold are suitable for client’s risk tolerance and other appropriate factors.
Maintains all necessary licenses and registrations as required.
Keeps abreast of product knowledge.
Successfully completes all mandatory training assigned in a timely manner.
Maintains superior and courteous service to promote products and expand customer relationships.
Exceeds customer expectations in terms of accuracy, efficiency, courtesy and professionalism
Ensures branch or work area is maintained in accordance with Cathay Bank and Networked B/D standards.

QUALIFICATIONS

Education: College degree preferred. Appropriate State(s) Life & Health Insurance License(s). FINRA Series 7. FINRA Series 63 and 65 (or 66) required at the time of hire, or must be obtained within 90 days of hire.
Experience: 2+ years of experience in financial related product sales, service, and advising.
Language: Fluency in English and Chinese (Mandarin or Cantonese).
Skills/Ability: Strong sales, marketing, and business development skills. Ability in managing various situations/issues with customers (good problem resolution skills). Team oriented, and must have high standard of integrity and work ethics. Ability to work in a fast paced, demanding environment.

OTHER DETAILS

$64,480 / year + commission
Pay determined based on job-related knowledge, skills, experience, and location.

This position may be eligible for incentive compensation.

*For PT openings, take out the first paragraph regarding benefits. *

Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k).

Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our California Job Applicant Privacy Policy (https://www.cathaybank.com/CA-job-applicant-privacy-notice).

Cathay Bank is an Equal Opportunity and Affirmative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law.

Click here to view the “Know Your Rights: Workplace Discrimination is Illegal” Poster:
Poster- English (https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf)

Poster- Spanish (https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRightsSp6.12.pdf)

Poster- Chinese Traditional (https://www.eeoc.gov/sites/default/files/2023-09/22-088_EEOC_KnowYourRights6.27%20-%20Chinese%20Traditional.pdf)
Poster- Chinese Simplified (https://www.eeoc.gov/sites/default/files/2023-09/22-088_EEOC_KnowYourRights%20-%20Simplified%20Chinese.pdf)

Cathay Bank endeavors to make www.CathayBank.com (http://www.cathaybank.com/) accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at (626) 582-7370 or [email protected] (mailto:[email protected]). This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.

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Refine Your Search

insurance advisor jobs in allen, tx

Financial Advisor

Financial Advisor/Wealth Manager - Dallas, TX

Sr. Client Service Specialist, Commercial Risk - IAS, Southwest

Senior Client Executive, Commercial Risk - Insurance Advisory Solutions, SW Region

Financial Advisor

Wealth Management Client Relationship Manager

Financial Sales Development - Finance

Insurance Sales Advisor - Warm Leads

Client Executive, Employee Benefits, IAS - Southwest

Virtual Financial Advisor - Dallas - Hybrid

Entry Level - Wealth Management Leadership Program

Pharmacy Support Account Manager

Account Manager - Commercial Insurance (Construction/Contractors)

Financial Advisor

Bilingual Retirement Advisor (Client Services)

Insurance Agent

Insurance Specialist - Seeking Athletes

Financial Advisor

Wealth Management Trainee (TX)

Financial Advisor - (Career Changers Encouraged to Apply!)

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