SB Financial Services Manager jobs in Missoula, MT

SB Financial Services Manager manages and directs small business financial service activities. Develops sales and servicing plans to enhance client relations and portfolio growth. Being an SB Financial Services Manager requires a bachelor's degree. Typically reports to a top management. The SB Financial Services Manager typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. To be an SB Financial Services Manager typically requires 3+ years of managerial experience. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. (Copyright 2024 Salary.com)

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Financial Services Professional
  • Bankers Life
  • Missoula, MT FULL_TIME
  • Bankers Life , a leading brand in the Financial Services industry, is seeking ambitious individuals to join our team of Insurance Agents and Financial Representatives.

    If you have a passion for helping others achieve their financial goals, are a natural networker, enjoy critical thinking, and strive to better your career, then consider joining our winning team of Financial Professionals.


    Our award-winning training equips you with the knowledge, skills, and financial strategies you need to be successful and confident in this career.

    Many of our talented Insurance Agents use this advantage to become a Bankers Life Securities, Inc. Financial Representative, specializing in aiding clients in Wealth Management. Uncover your earning potential, build a workday around your lifestyle, and make an impact in your community every day.

    With access to local and national mentors, we will surround you with resources to aid in the development of your financial expertise, including but not limited to:

    Personal Planning Analysis - Asset & Income Protection - Investment & Advisory Services - Trust Services - Wealth Management - Retirement Planning

    As a Bankers Life Financial Services Professional Expect To:

    • Develop a client base by growing relationships with your network, establish and maintain strong customer relationships, offering guidance, and providing solutions to help families obtain financial freedom.
    • Obtain knowledge beyond licensed agent training through sponsored coursework, and proprietary agent development training in areas such as Investment Management and Retirement Planning.
    • Presenting clients with the ability to preserve their retirement and grow their wealth. Use the latest software, and product illustrations to guide clients through important financial decisions.
    • Take ownership of your career as you master your craft and excel in Financial Services. Decide your path; delivering retirement protection, managing all client assets, or construct and lead your own team of agents and representatives while generating a passive income stream.

    How Bankers Life will provide support:

    • Flexible in-office schedules once you complete your agent training and take off as a producing agent.
    • Bankers Life agents are provided prelicensing training free of charge; individuals will need to pay for the state exam required to sell life and health products.
    • Our training, conducted in office, by successful field leaders will fulfill your desire for continuous learning. Bankers Life has been named as a Training Apex Award Winner for eleven years and counting and a CLO LearningElite winner for five years and counting.
    • Benefiteligible management positions and career tracks to Financial Advisor, Wealth Management and Retirement Planning.
    What makes a great Financial Services Professional?

    • Ability to present complicated concepts effectively and maintain uncompromising principles, such as honesty and integrity.
    • Selfmotivated to network and prospect for new clients, while demonstrating strong timemanagement skills.
    • Strong relationship building and communication skills will bond you with clients and colleagues.
    • Competitive and entrepreneurial spirit to achieve success both for yourself and others.


    The Bankers Life Team comes from a variety of backgrounds including, but not limited to, sales, athletics, military, client services, or client-facing roles.

    Regardless of your professional experience level, we will provide you the skills and knowledge necessary for success. Our Financial Service Professionals help their clients live more and worry less. Apply now and join our team of Financial Professionals


    About us:


    With a rich history dating back to 1879, Bankers Life has grown from our founder's simple wish to make insurance affordable.

    Today we remain true to our heritage. Strength, stability, and service shape our culture as we help provide financial security solutions.


    Compensation & Benefits:
    Commission structure designed to grow with you
    Diverse and flexible income portfolio and Bonus programs
    Access to free pre-licensing coursework, SIE, Series 6, Series 63, CFP , and more
    Retirement Savings Program

    Note:
    Applicants must reside in the state of position to be considered
  • 26 Days Ago

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Financial Services Representative I
  • First Interstate Bank
  • Belgrade, MT FULL_TIME
  • **If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal.This position is located at ourBelgrade, MT Main branch.What's Important to YouWe know your career i...
  • 1 Month Ago

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Tax Accountant (minimum 2 years tax prep experience to apply)
  • McDermott Financial Services PC
  • Bozeman, MT FULL_TIME
  • Bozeman CPA firm looking for a technically advanced tax preparer with 2-5 years experience, knowledgeable in tax law, bookkeeping and payroll preparation, and is committed to joining our team long ter...
  • 14 Days Ago

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Senior Audit Accountant, Financial Services
  • Wipfli LLP
  • Missoula, MT FULL_TIME
  • At Wipfli, people count The way you think makes you different. At Wipfli, we embrace that. Our inclusive culture provides a space for everyone to have a voice. Our growing number of DEI resource group...
  • 1 Month Ago

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Environmental Services Department Manager
  • Healthcare Services Group, Inc.
  • BOZEMAN, MT OTHER
  • Overview Who We Are Healthcare Services Group (HCSG) is an experienced partner managing housekeeping, laundry, dining, and nutritional services within the healthcare market. For over 45 years, we have...
  • 19 Days Ago

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Environmental Services Department Manager
  • Healthcare Services Group, Inc.
  • LIVINGSTON, MT OTHER
  • Overview Who We Are Healthcare Services Group (HCSG) is an experienced partner managing housekeeping, laundry, dining, and nutritional services within the healthcare market. For over 45 years, we have...
  • 15 Days Ago

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0 SB Financial Services Manager jobs found in Missoula, MT area

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Internal Revenue Agent (Examiner) - DIRECT HIRE (12 Month Register) AMENDED
  • Department Of The Treasury
  • Missoula, MT
  • Duties WHAT ARE THE APPEALS (AP), LARGE BUSINESS AND INTERNATIONAL (LB&I), SMALL BUSINESS SELF-EMPLOYED (SB/SE) AND TAX ...
  • 4/22/2024 12:00:00 AM

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Internal Revenue Agent (Examiner) - Direct Hire - Incentive eligible-AMENDED
  • Department Of The Treasury
  • Missoula, MT
  • Duties WHAT ARE THE APPEALS (AP), LARGE BUSINESS AND INTERNATIONAL (LB&I), SMALL BUSINESS SELF-EMPLOYED (SB/SE) AND TAX ...
  • 4/22/2024 12:00:00 AM

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Internal Revenue Agent (Fed State Local Gvmt Spec - Examiner) 12 MONTH ROSTER AMENDED
  • Department Of The Treasury
  • Missoula, MT
  • Duties WHAT IS THE TAX EXEMPT & GOVERNMENT ENTITIES (TE/GE) DIVISION? A description of the business units can be found a...
  • 4/22/2024 12:00:00 AM

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Internal Revenue Agent (Special Enforcement Program - Examiner) 12 MONTH ROSTER (Amended)
  • Department Of The Treasury
  • Missoula, MT
  • Duties WHAT IS THE SMALL BUSINESS/SELF EMPLOYED (SBSE) DIVISION? A description of the business units can be found at: ht...
  • 4/22/2024 12:00:00 AM

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Senior Internal Revenue Agent-Senior Program Analyst (12 month roster) AMENDED
  • Department Of The Treasury
  • Missoula, MT
  • Duties WHAT IS THE LARGE BUSINESS AND INTERNATIONALDIVISION? A description of the business units can be found at: https:...
  • 4/22/2024 12:00:00 AM

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Supervisory Internal Revenue Agent (Examiner) - MSP, Temp NTE 1 Yr MBE MBMP, 12 Month Roster Amended
  • Department Of The Treasury
  • Missoula, MT
  • Duties WHAT IS THE SMALL BUSINESS/SELF-EMPLOYED (SBSE)DIVISION? A description of the business units can be found at: htt...
  • 4/22/2024 12:00:00 AM

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Internal Revenue Agent (Senior Revenue Agent (Examiner) -12 MONTH ROSTER
  • Department Of The Treasury
  • Missoula, MT
  • Duties WHAT IS THE SBSE - SMALL BUSINESS SELF EMPLOYED DIVISION? A description of the business units can be found at: ht...
  • 4/22/2024 12:00:00 AM

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Supervisory Internal Revenue Agent (Examination Headquarters Senior Manager) NTE 1 Yr, MBE, MBMP
  • Department Of The Treasury
  • Missoula, MT
  • Duties WHAT IS THE SELF EMPLOYED/SMALL BUSINESS (SB/SE)DIVISION? A description of the business units can be found at: ht...
  • 4/22/2024 12:00:00 AM

Missoula is located at the western edge of Montana approximately 45 miles (70 km) from the Idaho border. The city is at an elevation of 3,209 feet (978 m) above sea level, with nearby Mount Sentinel and Mount Jumbo steeply rising to 5,158 feet (1,572 m) and 4,768 feet (1,453 m) respectively. According to the Census Bureau's 2015[update] figures, the city had a total area of 29.08 square miles (75.3 km2), of which, 28.90 square miles (74.9 km2) was land and 0.184 square miles (0.48 km2) was water. Approximately 13,000 years ago, the entire valley was at the bottom of Glacial Lake Missoula and a...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for SB Financial Services Manager jobs
$144,096 to $196,290
Missoula, Montana area prices
were up 3.1% from a year ago

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