Top 16 Financial professional Jobs in Ventura, Ca

Financial Services Professional
American Legacy Solutions —Ventura, CA
- $70,000 - $200,000 a year
- Full-time
- Bilingual
- Background check
- HIPAA
Quick Apply
Financial Advisor
First Command Financial Services, Inc. —Ventura, CA
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training
Financial Advisor
VC & Associates —Oxnard, CA
- $85,534 - $90,583 a year
- Part-time
- Customer service
- Research
- Financial services
- Flexible schedule
Quick Apply
5d
Business Solutions Advisor - Ventura Main Financial Center
Bank of America —Ventura, CA
- $26.00 - $34.67 an hour
- Full-time
- Bilingual
- Mid-level
- Office
Financial Solutions Advisor - Ventura Main Financial Center
Bank of America —Ventura, CA
- $70,000 - $80,000 a year
- Full-time
- Background check
- Writing skills
- Mid-level

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Financial Advisor -Greater Columbus, OH
Thrivent —Columbus, OH
Thrivent values diversity and inclusion, and we’re committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender,…
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Equitable Advisors —Columbus, OH
Are you an experienced professional ready for a fresh challenge or seeking new opportunities in a growing field? Bachelor’s degree or equivalent skills.
$24,000 - $125,000 a year
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Financial Services Professional

American Legacy Solutions -
Ventura, CA

Quick Apply

Job Details

Permanent | Full-time
$70,000 - $200,000 a year

Qualifications

Customer communication

Full Job Description

Job Summary
We are seeking a motivated and dynamic Financial Professional to join our team. In this role, you will be responsible for providing financial guidance and support to clients, helping them navigate their financial goals and making informed decisions. You will leverage your sales skills and financial knowledge to build strong relationships with clients, ensuring their needs are met with tailored solutions.

Duties

Engage in outside sales activities to attract new clients and expand the customer base.
Utilize negotiation skills to close deals and secure client commitments.
Conduct thorough analysis of clients' financial situations to provide personalized recommendations.
Assist clients with insurance sales, benefits administration, and overall financial planning.
Maintain effective communication with clients, ensuring they are informed about their options and any changes in the market.
Provide exceptional customer service throughout the client relationship, addressing inquiries and concerns promptly.
Collaborate with marketing teams to develop strategies that promote financial products and services.
Document all sales activity and client interactions accurately for sales administration purposes.
Stay updated on industry trends, regulations (including HIPAA), and best practices in financial services.

Experience

Proven experience in outside sales or retail sales is preferred.
Strong negotiation skills with a track record of successful deal closures.
Familiarity with insurance sales and benefits administration is a plus.
Bilingual or multilingual candidates are highly desirable for effective communication with diverse clientele.
Excellent communication skills, both verbal and written, are essential for building rapport with clients.
Experience in telemarketing or customer service roles will be beneficial in understanding client needs.
Strong analytical skills to assess client situations and recommend appropriate solutions. Join us as a Financial Professional where you can make a meaningful impact on clients' lives while growing your career in the finance industry!

Job Types: Full-time, Permanent

Pay: $70,000.00 - $200,000.00 per year

Work Location: In person

Quick Apply

Refine Your Search

financial professional jobs in ventura, ca

Financial Services Professional

Financial Advisor

Financial Advisor

Business Solutions Advisor - Ventura Main Financial Center

Financial Solutions Advisor - Ventura Main Financial Center

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