Top 86 Client development representative Jobs in Peoria, Il

Director of Operations
Thrivent —Peoria, IL
- $90,000 - $100,000 a year
- Microsoft Excel
- Office
- 3 years
- Paid time off
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5d
Director of Operations
Thrivent —Canton, IL
- $90,000 - $100,000 a year
- Microsoft Excel
- Office
- 3 years
- Paid time off
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5d
Social Worker MSW/Care Manager-Part Time(24 Hours)
EverTrue —Peoria, IL
- $30 - $34 an hour
- Part-time
- Master of Social Work
- Management
- Licensed Clinical Social Worker
- Paid jury duty
- Mileage reimbursement
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1d
2nd Shift Warehouse Supervisor
G&D Integrated —Peoria, IL
- $55,000 - $65,000 a year
- Full-time
- Microsoft Excel
- 5 years
- Mid-level
- Health insurance
- Dental insurance
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Financial Services Professional - Hybrid Remote (IL)
Bankers Life —Peoria, IL
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
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Construction Project Director
BluSky Restoration Contractors, LLC —Peoria, IL
- $70,000 - $100,000 a year
- Construction site
- Office
- Residential
- Disability insurance
- Health insurance
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Financial Planner (Career Changers Welcome)
Northwestern Mutual —Peoria, IL
- $52,000 - $125,000 a year
- Full-time
- Background check
- Hospitality
- Business development
- Health savings account
- Disability insurance
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Sales Representative Entry Level
Dorner District - Northwestern Mutual —Peoria, IL
- $65,000 - $85,000 a year
- Full-time
- Hybrid work
- Business development
- Bachelor's degree
- Visual & Performing Arts
- Health insurance
- Dental insurance
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6d
Farmers Insurance Customer Service and Sales Representative
Cole Munge Farmers Insurance —East Peoria, IL
- $40,000 - $65,000 a year
- Full-time
- Communication skills
- Entry level
- Under 1 year
- Paid time off
- Opportunities for advancement
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Customer Service Representative - State Farm Agent Team Member
Jamesetta Porter - State Farm Agent —East Peoria, IL
- $14 - $16 an hour
- Part-time
- Office
- Communication skills
- Entry level
- Opportunities for advancement
- Flexible schedule
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Donor Services Associate
EASTERSEALS CENTRAL ILLINOIS —Peoria, IL
- $15 - $17 an hour
- Part-time
- Office
- Administrative experience
- High school diploma or GED
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Customer Relations Representative - State Farm Agent Team Member
Tom Conklin - State Farm Agent —Farmington, IL
- $50,000 - $70,000 a year
- Full-time
- High school
- Office
- Communication skills
- Health insurance
- 401(k)
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General Manager | Peoria Civic Center (Peoria, IL)
Legends Global —Peoria, IL
- $140,000 - $160,000 a year
- Full-time
- Employment & labor law
- Bachelor's degree
- Mentoring
- Disability insurance
- Health insurance
Customer Relations Representative - State Farm Agent Team Member
Aaron Freitag - State Farm Agent —Peoria, IL
- $15 - $20 an hour
- Part-time
- Office
- In-person
- Communication skills
- Opportunities for advancement
Quick Apply
Insurance Customer Service Rep
Allstate - Seng Sophanavong Agency —Peoria, IL
- $42,000 - $48,000 a year
- Part-time
- 2 years
- Communication skills
- Entry level
- Opportunities for advancement
- Flexible schedule
Quick Apply
11d
Outside Sales Rep
United Rentals, Inc. —East Peoria, IL
- $70,000 - $110,000 a year
- Full-time
- Clean driving record
- Mid-level
- 3 years
- Paid parental leave
- Health insurance
Entry Level Insurance Sales Agent
Performance Matters Associates —Peoria, IL
- $60,000 - $80,000 a year
- Full-time
- No experience needed
- High school diploma or GED
- Driver's License
- Health insurance
- Opportunities for advancement
Quick Apply
Associate AV Tech / Junior Programmer
Pearl Technology, LLC —Peoria Heights, IL
- Research
- Office
- High school diploma or GED
Quick Apply
Farmers Insurance Sales Producer
Cole Munge Farmers Insurance —East Peoria, IL
- $60,000 - $80,000 a year
- Full-time
- Customer service
- No experience needed
- Communication skills
- Paid holidays
- Paid time off
Quick Apply
Technology Sales Representative
GFI Digital —Peoria, IL
- $60,000 - $80,000 a year
- Full-time
- Customer service
- Mid-level
- Communication skills
- Health savings account
- Dental insurance
Quick Apply

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client development representative jobs near peoria, il

Director of Operations

Thrivent -
Peoria, IL

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Job Details

$90,000 - $100,000 a year
5 days ago

Benefits

Paid time off

Qualifications

Investment firm experience
Staff supervision
Confidential information handling
Financial product expertise
Productivity software
Experience practicing in the securities industry
Technical Proficiency
Financial markets knowledge

Full Job Description

Lakehurst Financial Group is an independent financial services practice of Thrivent Financial. We take a broad-based approach to helping our clients achieve multiple financial goals. Lakehurst Financial Group helps our clients analyze their current situation, develop in-depth financial programs, and help them implement an integrated financial strategy.

Thrivent Financial is a faith-based, not-for-profit financial services organization with approximately 2.6 million clients. As the nation's largest fraternal benefit society, we're here solely to help others. We help every day through the financial solutions we offer, the client activities we support, and the resources we provide to the Christian community and nonprofit organizations.

The Director of Operations is responsible for the function and performance of operations and support staff. Position will typically supervise staff in the performance of their duties and may be responsible for establishing or contributing ideas for department processes, procedures, and protocols. The Director of Operations reports to and is employed by Lakehurst Financial Group.

Salary: $90,000-$100,000 annually with benefits and PTO.

Position Roles/Responsibilities/Accountabilities

Promote the firm’s mission, culture and core values through day-to-day leadership and management
Drive initiatives that help the firm enhance profitability and achieve business objectives
Develop, execute, and oversee workflow, processes, and Standard Operating Procedures for practice
Work with Lead Advisors to determine staffing needs
Determine training and onboarding plan for new hires
Develop and maintain job descriptions
Manage support staff
Develop criteria to gauge team effectiveness
Conduct bi-annual performance reviews
Prepare and facilitate weekly team meetings
Lead strategy, development, and implementation of projects
Drive culture within the team by scheduling team events
Update policies and procedures in accordance with SEC and FINRA standards
Own practice marketing efforts to increase brand awareness and drive new business
Work with marketing team to manage the production, scheduling, posting, and reporting of all marketing content and campaigns
Develop and maintain all regulatory files
Monitor and support licensing and continuing education requirements for all members of the team
Oversee client account setup
Additional responsibilities may be assigned in accordance with licensure and business needs
Manually enter information provided by the FA into electronic application systems and email, lock sign or submit.
Note CANNOT be listed as the servicing representative AND need to note their FA is selling agent within the rep questionnaire.

Position Qualifications

Position Qualifications
- Minimum 5 years of experience in the investment industry
- Minimum 3 years of experience overseeing others
- Securities license (6/63, 7/66 or 7/63 & 65) and Life, Health and Annuity license may be required depending on responsibilities
- Strong interpersonal skills
- Complete knowledge of financial products used by the firm
- Thorough understanding of the technology used by the firm and how it applies to clients
- Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce)
- Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
- Ability to maintain integrity of sensitive/confidential information

Competencies

Planning/Organizing
Customer Focus
Communication
Interpersonal Skills
Teamwork and Collaboration
Adaptability/Flexibility

External/Internal Dependencies

Must be able to work with all roles of the Lakehurst Financial Group
Must be able to represent the organization in work with external clients
Must be able to cultivate and maintain relationships with outside organizations

As part of Lakehurst Financial Group's recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the process. Fingerprints will be required as part of FINRA registration process a for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.

All persons with securities registrations are subject to TIMI’s Outside Securities Accounts Policy which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.

Pay Transparency

Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.

Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to [email protected] or call 800-847-4836 and request Human Resources.

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Refine Your Search

client development representative jobs in peoria, il

Director of Operations

Director of Operations

Social Worker MSW/Care Manager-Part Time(24 Hours)

2nd Shift Warehouse Supervisor

Financial Services Professional - Hybrid Remote (IL)

Construction Project Director

Financial Planner (Career Changers Welcome)

Sales Representative Entry Level

Farmers Insurance Customer Service and Sales Representative

Customer Service Representative - State Farm Agent Team Member

Donor Services Associate

Customer Relations Representative - State Farm Agent Team Member

General Manager | Peoria Civic Center (Peoria, IL)

Customer Relations Representative - State Farm Agent Team Member

Insurance Customer Service Rep

Outside Sales Rep

Entry Level Insurance Sales Agent

Associate AV Tech / Junior Programmer

Farmers Insurance Sales Producer

Technology Sales Representative

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