Personal Financial Counselor
Zeiders Enterprises, Inc
The Personal Financial Counselor (PFC) program is seeking qualified individuals to work full-time with Service Members and their families on personal financial issues such as budget planning, credit management and debt reduction, as well as retirement and estate planning. These full-time positions are located on military installations throughout the continental Unites States and selected overseas locations.
The VAUSA® team works one-on-one with clients to match them with virtual assistants as independent contractors and also recruits candidates for businesses looking to hire remote part- or full-time employees.
We provide administrative, marketing, creative design, and recruiting support services through our team. We serve our clients by giving them back a valuable resource—time. We serve our assistants and our community by offering military spouses and veterans job opportunities in a collaborative environment that promotes work-life balance.
Ortman Financial Planning
Ortman Financial Planning (OFP) seeks an Operations Associate for our fee-only financial planning firm located in Bethesda, MD. Your role will be to provide exceptional customer service while assisting with various administrative and operations tasks. This is a virtual position, but with a preference for someone located in the Washington DC area.
Responsibilities will include but are not limited to the following:
Work with Financial Advisor to ensure that all necessary preparations have been made for upcoming client meetings and calls
Coordinate with Financial Advisor for client follow-up tasks
Interact with clients regarding administrative topics (scheduling, paperwork, etc.)
Build-up operations tasks into repeatable workflows in the areas of billing, scheduling, account transfers, new client onboarding, meeting preparation, and meeting follow-up
Manage website and social media content, monitor traffic and inbound inquiries, and build out improvements in these areas
Adhere to our firm’s compliance manual and other rules and regulations as required by our firm and regulatory authorities
2+ years of experience in a professional role
A professional demeanor and advanced communication skills, including strong phone and email etiquette
Independent, with good time management skills
Demonstrated integrity, work ethic, and an obligation to maintain firm and client confidentiality
Familiarity with or willingness to learn industry-related computer programs and proprietary back-office systems
A college degree or equivalent work experience
Familiarity with Google Apps (Drive, Docs, Sheets)
Previous experience at a financial planning firm
Experience with Veo One, eMoney, Zapier, or Hubly
$40,000 - $55,000 per year based on experience
Flexible work schedule
4 weeks paid vacation plus federal holidays
32 hour work week
If interested, send a resume to Patrick Ortman at firstname.lastname@example.org.
Independent Life Insurance Agent
Insure The Heroes, Inc.
Let's chat! I am here exhibiting. Willing to answer any questions about breaking into the insurance industry whether it is with me or anywhere else. I feel this is a misunderstood career. I have experience and licensing as a property & casualty(home, auto, commercial) as well. It is simply no longer my specialty. If you have questions about getting into that field versus life insurance, I am a great resource. I also have a lot of connections with agency owners who are looking for quality talent.
I would love to pay for your state licensing costs. Please ask for more details.
Become an agent with Insure The Heroes, Inc.
About the company
Melissa Schreur founded Insure The Heroes, Inc. in 2017. She has been working in the insurance business since 2003. As an independent life insurance brokerage we offer term life insurance primarily to military families(past & present, parents and business owners. Melissa also serves a wide range of customers who fall in the general consumer category of various ages. At the moment life insurance is the line of insurance offered; however, there could be an opportunity to offer Medicare(65 and up) and/or home, auto and commercial insurance down the road.
About the opportunity
The agency is licensed in multiple states. Insure The Heroes, Inc. provides affordable life insurance policies to consumers from A rated, reputable carriers.
There are multiple openings for this opportunity. The position is 1099, commission only insurance sales.
Despite what many think, selling life insurance is a very noble profession and does not require pushy selling tactics to succeed! Life insurance is a PCS proof position and licensing transfers very smoothly. Not to mention it is flexible and offers a good return on your time investment.
Book a low-key, ask anything information session with Melissa.
IMPORTANT – You must be located in the US to transact insurance due to federal insurance laws.
Member Engagement Coordinator
Please visit https://careercenter.afcpe.org/job/member-engagement-coordinator-0343/hash/8d344d5051a8a0f122177263bdae7d0e
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