Job Description
Join the nation's #1 insurance company as a Bank Specialist (BS). BS members focus on the education and transaction of our bank products with niche groups. Bi-lingual candidates highly preferred (Spanish, Japanese, Korean, Mandarin, Amharic, Tigrinya, & Punjabi).
Previous bank employees or mortgage loan originators are favorable but no direct experience required. Compensation is base + bonus. Must be comfortable interacting with all kinds of people an as expert in bank and financial matters.
Strong problem solving skills, comfortable working with basic numbers, and a general understanding of money matters that are important to everyday people is a must. Ideal job for current college students looking for valuable work experience and a great income. Responsibilities include: Maintain company bank certification to market company bank products which includes loans (vehicle/home/business), credit cards, and checking/saving accounts Contacting and reaching out to prospects (leads are provided by agency but there is also an expectation that BS members develop their own lead resources) Develop action plans to reach goals Manage leads from the first point of contact Close sales and identify roadmap of where client needs to go next Set appointments for annual reviews Maintain relationships developed by agent with various affiliates Assist agent in achieving $15 million in new bank deposits and outstanding loan balances
Previous bank employees or mortgage loan originators are favorable but no direct experience required. Compensation is base + bonus. Must be comfortable interacting with all kinds of people an as expert in bank and financial matters.
Strong problem solving skills, comfortable working with basic numbers, and a general understanding of money matters that are important to everyday people is a must. Ideal job for current college students looking for valuable work experience and a great income. Responsibilities include: Maintain company bank certification to market company bank products which includes loans (vehicle/home/business), credit cards, and checking/saving accounts Contacting and reaching out to prospects (leads are provided by agency but there is also an expectation that BS members develop their own lead resources) Develop action plans to reach goals Manage leads from the first point of contact Close sales and identify roadmap of where client needs to go next Set appointments for annual reviews Maintain relationships developed by agent with various affiliates Assist agent in achieving $15 million in new bank deposits and outstanding loan balances
💡 Quick Summary
Seeking a career-building opportunity? The Bank Specialist |Part|Time position is now open for candidates interested in the Bank Jobs sector. This role in Los Angeles offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
