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Financial Representative

OWINGS MILLS , BALTIMORE MD

  • Requisition ID: 2026-24372
  • Posted Maximum Hiring Salary: USD $70,000.00/Yr.
  • Posted Minimum Hiring Salary USD $50,000.00/Yr.

Note: The above salaries represent a potential range of annualized income, which is variable based on tenure, licensure and performance. More specifically, as a Financial Representative, you would earn $1000/week, assuming a 40 hour workweek (non-exempt training period) for the first 2 weeks of employment. After you complete this 2 week training period, the role is exempt. During Weeks 3 to 13, you will receive a $1000/week base salary, and be eligible to earn incentives. After week 13, your compensation is variable based on your individual performance in accordance with the terms of the applicable incentive plan. Performing at minimum standards anticipates earning $50,000 to $70,000 annually.

Overview

The purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on risk protection, financial security, and wealth creation; analyzing needs; and recommending and selling the corresponding financial solutions. A Financial Representative must educate their clients, assess their clients’ needs, and sell financial solutions in an ethical and client-focused manner, always selling the right way and for the right reasons.

Responsibilities

  • Identifies market(s) and develops appropriate marketing plan to sell insurance and investment solutions.
  • Travels throughout market(s) to prospect and network for middle-market clients by identification of potential qualified clients and making initial contacts.
  • Contacts and secures in-person appointments with prospective and existing clients for the purpose of sales, conservation, and service.
  • Adequately prepares for and conducts all appointments using Western & Southern Life consultative practices and processes.
  • Effectively sells insurance and investment solutions.
  • Effectively plans for and schedules all sales, marketing, and service activities for the week and foreseeable future.
  • Markets for the purposes of developing the Western & Southern Life brand at the local level.
  • Proactively develops community relationships to cultivate and travels within the community to cultivate and strengthen presence in target market(s).
  • Maintains personal contact with clients to ensure their evolving financial needs are being met.
  • Engages in activities for continuous professional development of the skills and knowledge to effectively perform the duties of the job.
  • Accurately maintains client and company records, payments, etc., in an accurate and timely manner.
  • Must have reliable transportation, maintain a driver’s license, and have at least the minimum amount of auto insurance required by your state.
  • Performs other duties as assigned.
  • Complies with all policies and standards.

Qualifications

  • High School Diploma. – Required
  • Bachelor’s Degree. – Preferred
  • Relevant experience. – Preferred
  • Proven experience effectively influencing a group to a recommended course of action. – Preferred
  • Demonstrated experience setting professional goals, and successfully implementing and achieving those goals. – Preferred
  • Demonstrated experience working within a team composed of associates who are at various levels of experience. – Preferred
  • Upholds the highest level of integrity regarding compliance with all Company ethics, privacy policies and industry regulations. – Required
  • Proven strong work ethic and demonstrated ability to drive for results. – Required
  • Demonstrated strong interpersonal and relationship-building skills, including demonstrated experience identifying and quantifying obstacles and providing effective resolutions. – Preferred
  • Ability to analyze financial information obtained from clients to determine strategies for meeting clients’ financial objectives. – Preferred
  • Ability to lead, coordinate and develop an effective client contact strategy and identify new opportunities for business. – Preferred
  • Must be able to provide proof that you either (a) have your life and health license for the state in which your Agency Office is located; or (b) passed the life and health examination for the state in which the office is located and have submitted an application for licensure to the state upon hire – Required
  • Must possess and maintain a life and health license within 30 Days – Required

Work Setting/Position Demands:

  • This position travels and works in various office settings and requires being in a stationary position for long periods of time frequently while working at a desk, on a computer or with other standard office equipment, or while in meetings. Position requires frequent movement of wrist, hands and fingers for continuous computer work.
  • Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis.
  • Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; Visual acuity is required to determine accuracy, neatness, and thoroughness of work.
  • Requires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis.
  • Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions
  • Extended hours required during peak workloads or special projects/events.
  • Routine and/or extended after hours work needed

Travel Requirements:

  • None
Apply for this job online

Glyndon Lord Baltimore Cleaners

Route Driver/Rug Department Team member

Seeking a candidate that likes variety and enjoys staying active! There will be 2 components to the job to keep you engaged and energized.

The first consists of serving as the dedicated route driver for a Wednesday-only route in downtown Baltimore and learning the other routes to serve as a backup driver if needed. A clean driving record is required.

The second component of the job is working in our rug department to assist our rug department manager as needed.

Some heavy lifting (20+ lbs) is required, and the candidate will be physically active in both roles.

A positive attitude and desire to learn are key attributes we value in a candidate.

Full-time Customer Service Representative

Position Description:  Full-time, weekday shift at the Hunt Valley Store location:  11223 York Road, Cockeysville, MD 21030.  Responsible for providing friendly, effective assistance for customers and team mates.  Great position for someone who likes people and can work independently.

Essential Duties and Responsibilities including, but not limited to, the following:

  • Providing warm, friendly service to customers in store
  • Process incoming and outgoing orders with attention to detail
  • Working knowledge of all opening/closing and retail procedures
  • Operating industry-specific software for daily retail functions and reporting
  • Training new CSR staff
  • Managing cash at retail locations
  • Assisting with marketing initiatives
  • Receiving and responding to client correspondence by email, text, and/or phone
  • Monthly inventory reporting
  • Maintaining a clean, safe workspace
  • Maintaining supplies at retail locations
  • Assisting with non-profit partner donations

Qualifications including, but not limited to, the following:

  • Friendly, outgoing personality
  • Detail-oriented
  • Strong work ethic
  • Customer service experience
  • Ability to work independently
  • Computer experience
  • Professional appearance
  • Interest in learning
  • Completion of high school or high school equivalent

Job Type:  Full time (Monday – Friday, 7:45 a.m. – 3:45 p.m.)

Pay:  Dependent upon prior experience

Benefits:  PTO (paid time off) and paid holidays; 401k with company match after 1 year; employee discount; family environment; wonderful team to work with and great community to be part of.

Plant Production Team Member

Dry cleaning plant production help wanted. Full time. Monday – Friday. Experience preferred, but not required. We will provide training. Compensation based on experience. Must have transportation. 

Assistant Plant Manager

POSITION DESCRIPTION:  Full-time.  Assists in managing the daily operations of the plant.  This position requires supervision of all plant staff to ensure that they are carrying out their tasks effectively and in a timely manner. Responsible for decision making and task delegation. Responsible for scheduling employees, ensuring employees are staying on task and performing their jobs safely, alerting Maintenance Manager of any maintenance needs, ensuring the plant is kept neat and clean, and addressing any plant personnel issues.

ESSENTIAL DUTIES AND RESPONSIBILITIES including, but not limited to, the following:

  • Oversee Quality Control
  • Supervise and train staff
  • Manage workflow to optimize efficiencies
  • Ensure all equipment is working properly and ready for daily production
  • Oversee Plant Production schedules and workloads to minimize overtime
  • Handle Paid Time Off requests
  • Meet regularly with Senior Management to identify improvements/needs within organization
  • Assist in investigating customer complaints and adhering to claim policies
  • Ensure customer is notified if items will not be ready as promised
  • Enforce all safety policies and regulations are being followed, including adhering to the employee handbook
  • Participate in the interview process for potential new employees
  • Lead weekly huddles (before or after lunch) when all staff are present
  • Inventory Management
  • Plant start-up and closing 

EXPECTATIONS:

  • Strong computer skills
  • Must maintain a clean and organized work environment
  • Must be able to regularly lift and/or move up to 10 pounds, frequently lift and/or move up to 25 pounds, and occasionally lift and/or move up to 50 pounds.
  • Strong communication skills
  • Identify current and new employee training needs; assist in skill building
  • Experience in the Dry-Cleaning industry or something similar
  • Excellent people skills
  • Attention to detail
  • Ability to handle multiple tasks simultaneously

QUALIFICATIONS:

High School Diploma or GED equivalent.

Celebree School of Owings Mills

Celebree School of Owings Mill is currently seeking Lead Qualified Infant/Toddler Teachers, Preschool Teachers, School Age Teachers, Assistants and an Assistant Director.

Click here for more information:

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Marriott Owings Mills Metro Centre Hotel

Various hospitality positions.

For a list of the current openings and to apply, click here.

Leaps & Bounds Tutoring

We are seeking tutors and teachers for part-time employment for 6th-12th graders.  The pay rate is $25-$35/hour.

Qualifications:  Teachers/Tutors must have a Bachelor’s or Master’s degree in Secondary Education (all subjects needed).  Must have one or more years of experience teaching/tutoring K-12.

Hiring for all subjects, standard, GT, Honors, AP, and Test Prep (SAT/ACT and more).

For more info:  info@leapsandboundstutoring.org

Santoni’s Marketplace & Catering

We are currently hiring various positions.  Visit our website for available jobs and descriptions.