SB Financial Services Relationship Manager jobs in Ventura, CA

SB Financial Services Relationship Manager develops and manages banking relationships with small business customers to acquire new business, sell financial products and services and grow the portfolio. Prospects for new customers, upsell opportunities, and referrals. Being a SB Financial Services Relationship Manager develops and maintains strong relationships with referral sources. Engages with existing customers to understand their financial needs and provide suggestions for products and services that benefit small businesses throughout the business cycle. Additionally, SB Financial Services Relationship Manager serves as point of contact and advocates for customers to answer questions, resolve issues, and provide product information. Maintains an in-depth understanding of product offerings and coordinates with other areas of the bank to upsell or deliver services to customers. Monitors and maintains assigned portfolio to ensure appropriate risk profile. Follows all regulatory and organizational policies and procedures. Requires a bachelor's degree or equivalent. Typically reports to a manager. The SB Financial Services Relationship Manager occasionally directed in several aspects of the work. Gaining exposure to some of the complex tasks within the job function. To be a SB Financial Services Relationship Manager typically requires 2 -4 years of related experience. (Copyright 2024 Salary.com)

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Remote Financial Services Representative
  • Primerica - Carlsbad
  • thousand oaks, CA PART_TIME
  • **This is a fully remote position***

    Are you ready to enter a rewarding career with an exciting, rapidly growing company? As a Licensed Representative, you will be a driving force in providing exceptional service to our clients. Here’s what you can expect:

    1. Client Education and Support: You’ll be the go-to resource for our clients, helping them navigate our simple sales process. Whether explaining policy options or addressing concerns, your expertise will make a difference.

    2. Sales Skills: Utilize your sales acumen to connect with clients, understand their unique needs, and recommend insurance plans that align with their family’s requirements.

    3. Uncapped Commissions: We believe in rewarding hard work. As a Licensed Representative, you’ll have the opportunity to earn uncapped commissions based on your performance. The sky’s the limit!

    4. Best-in-Class Training: We invest in your success. Access top-notch training programs that equip you with the knowledge and skills needed to excel in your role.

    5. Growth Potential: Our supportive environment fosters growth. Whether you aspire to move up the ladder or specialize in a specific area, we’re committed to helping you achieve your career goals.

    If you’re passionate about making a difference, enjoy working with people, and want to be part of a dynamic team, we invite you to join us as a Licensed Representative. Let’s shape the future together! 

    Responsibilities:

    As a Licensed Representative, you’ll play a pivotal role in our organization. Your day-to-day responsibilities will include:

    1. Needs Analysis and Client Education:

      • Conduct detailed insurance sales needs analysis via phone or Zoom with clients.
      • Educate clients about the differences between term and whole life insurance.
      • Identify matching insurance plans and services that align with clients’ unique situations.
      • Assist clients through the application process.
    2. Sales and Application Completion:

      • Close sales by accurately completing applications.
      • Utilize your sales skills to connect with clients and address their insurance needs.
    3. Collaboration and Support:

      • Work closely with internal support teams, trainers, and customer service representatives.
      • Foster a collaborative environment to ensure seamless client experiences.
    4. Other Duties:

      • Perform any related duties to contribute to the team’s success.

    Our Commitment to You:

    1. Growth Opportunities:

      • Join a company where 2/3 of our Leadership team has been promoted from within.
      • Unlock incredible growth potential as you excel in your role.
    2. Continuous Training:

      • Access top-notch training programs to stay informed and up-to-date with industry trends.
      • Regular one-on-one coaching and mentoring from experienced Brokers to enhance your skills.
    3. Clarity and Collaboration:

      • We value your feedback and actively seek ways to improve as a company.
      • Be part of a transparent and collaborative work environment.

    Qualifications:

    To thrive in this role, you should possess the following core skills and abilities:

    • Must be at least 18 years of age.
    • Successfully pass a background check.
    • Reside in the U.S.

    Apply Now:

    If you identify with the following traits, we encourage you to apply:

    1. Passionate Salesperson:

      • Thrive in a competitive environment.
      • Love being #1 and enjoy friendly competition.
      • Excited about building commissions.
    2. Entrepreneurial Spirit:

      • Passionate about learning and personal growth.
      • Strive to improve day by day.
      • Willing to share knowledge with others.
    3. Enthusiasm Spreader:

      • Motivate both customers and teammates.
      • Contagiously positive attitude.
      • Love making people’s day!

    Ready to shape your future with us? Apply now; let’s make a difference together! 

    **Checkout my website for more information:
    http://primerica.com/e_vthelen**


  • 1 Day Ago

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Financial Services Representative
  • American Legacy Solutions
  • Newbury, CA FULL_TIME
  • We are looking to hire a detail-oriented financial services representative to persuade clients to purchase our financial products and services. The financial services representative’s responsibilities...
  • 2 Days Ago

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Financial Services Representative
  • American Legacy Solutions
  • Ventura, CA FULL_TIME
  • We are looking to hire a detail-oriented financial services representative to persuade clients to purchase our financial products and services. The financial services representative’s responsibilities...
  • 4 Days Ago

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Financial Services Associate II
  • Pacific Central Coast Health Center
  • OXNARD, CA FULL_TIME
  • OverviewDignity Health’s Pacific Central Coast Health Centers (PHC) is a non-profit Community clinic organization comprised of more than 40 health centers located primarily from Ventura to Templeton s...
  • 4 Days Ago

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Financial Services Representative
  • Bank of the Sierra
  • Santa Paula, CA FULL_TIME
  • What we have to offer Bank of the Sierra was honored to be chosen as one of the ‘Best Companies to Work For in Central California.’ Only a small number of organizations in the nation receive this hono...
  • 1 Month Ago

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Financial Services Associate I
  • Pacific Central Coast Health Center
  • OXNARD, CA FULL_TIME
  • OverviewDignity Health’s Pacific Central Coast Health Centers (PHC) is a non-profit Community clinic organization comprised of more than 40 health centers located primarily from Ventura to Templeton s...
  • 13 Days Ago

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0 SB Financial Services Relationship Manager jobs found in Ventura, CA area

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Evening Caregiver/CNA
  • HCAOA
  • Ventura, CA
  • Right at Home of Ventura County is looking for 2 professional CNA/caregivers. Our ideal caregiver is RELIABLE, COMPASSIO...
  • 5/10/2024 12:00:00 AM

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Cashier - Pacific View Mall
  • JCPenney
  • Ventura, CA
  • General Description As a Cashier you are accountable for the customer service and sales experience including: maintainin...
  • 5/10/2024 12:00:00 AM

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Sitter, Nurse Tech/CNA
  • Community Memorial Healthcare
  • Ventura, CA
  • Compensation: Salary Range: $15.87 - $25.36 / hour The pay range above represents the lowest possible rate for the posit...
  • 5/10/2024 12:00:00 AM

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Maintenance Technician
  • Tradesmen International, Inc.
  • Ventura, CA
  • Description: Tradesmen International is looking to expand our team of qualified Trade Professionals for current & future...
  • 5/10/2024 12:00:00 AM

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Health Information Analyzer
  • Community Memorial Hospital - Ventura
  • Ventura, CA
  • Salary Range: $17.84 - $26.89 / hour The pay range above represents the lowest possible rate for the position and the hi...
  • 5/10/2024 12:00:00 AM

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Carpenter
  • ATKINSON CONSTRUCTION
  • Ventura, CA
  • Atkinson So. California At Guy F. Atkinson Construction (Atkinson Construction) many of our most valued employees work i...
  • 5/10/2024 12:00:00 AM

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Speech Language Pathologist
  • Children's Therapy Network
  • Ventura, CA
  • Job Description Children's Therapy Network Is expanding fast - Looking for a dedicated Pediatric Speech Therapist Ventur...
  • 5/10/2024 12:00:00 AM

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MEMBER ENGAGEMENT SPECIALIST
  • Channel Islands YMCA
  • Ventura, CA
  • Job Details Level Entry Job Location Ventura Family YMCA - Ventura, CA Position Type Part Time Salary Range $16.50 - $16...
  • 5/10/2024 12:00:00 AM

Ventura is located northwest of Los Angeles on the California coast. The western portion of the city stretches north along the Ventura River and is characterized by a narrow valley with steeply sloped areas along both sides. The steep slopes of the Ventura foothills abut the northern portion of the community. Much of the eastern portion is on a relatively flat alluvial coastal plain lying along the western edge of the Oxnard Plain. The Santa Clara River forms the city's southerly boundary with the city limits reaching up to the beginning of the Santa Clara River Valley at the historic communit...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for SB Financial Services Relationship Manager jobs
$74,164 to $97,517
Ventura, California area prices
were up 2.5% from a year ago

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Based on our compensation data, the estimated salary potential for SB Financial Services Relationship Manager will increase 10 % over 5 years.
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