2 jobs found in new philadelphia

Description Summary: The HFA Financial Advisor - Branch partner closely with branch staff to uncover client needs and offer most appropriate financial solutions for their short-term and long-term goals. Duties & Responsibilities: Responsible for personal production goals and customer service objectives for all assigned branches and/or book of business. Utilize available tools and resources to build on a comprehensive financial planning approach that incorporates all assets, goals, time horizon and risk tolerance. Provide investment/insurance solutions to customers based on a comprehensive financial planning approach that incorporates all assets, goals, time horizon and risk tolerances. Coach branch staff regularly in every location to better profile customers to identify short-term and long-term goals and provide appropriate solutions as needed. Provide ongoing training and sales support to assigned...

A company built to serve you. It's your career, Shelter it! We are seeking an exceptional entrepreneur to make a difference in New Philadelphia, OH and become our newest Shelter Insurance Agent. • Do you have a desire to meet new people, develop new contacts, and become known in your community? • Are you passionate about serving your community? • Do you want to grow your sales, business, and networking skills to new heights? • Would you like to do what you love and love what you do? • Do you have a desire to control your own income? • Have you wanted to start you own business but extreme start-up costs stopped you in your tracks? If you answered “yes” to these questions, then you owe it to yourself to learn more about becoming a Shelter Insurance® Agent. At Shelter, we do not require a previous background in the insurance industry. While the experience is a plus, it is far from a necessity. Around half of our new Shelter Agents have never worked in insurance; our agents...