Operations Manager, Mortgage Sub-Servicing Administration
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Lead PNC’s Loan Administrator team and oversee mortgage sub-servicing operations. Manage reconciliations, reporting, risk controls, and relationships with Primary Servicers.
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Financial Advisor with Sales Background
Help individuals and businesses build financial security through tailored insurance solutions and financial planning. Develop client relationships, create financial strategies, and recommend protection solutions based on each client’s needs.
संयुक्त राज्य
कैलिफ़ोर्निया$1,20,000 – $1,50,000 / वर्ष
हाइब्रिडपूर्णकालिकमध्य स्तरवरिष्ठआवश्यक भाषा: अंग्रेज़ीवित्तीय योजना और विश्लेषणविवरण
- Understand clients’ financial goals, priorities, and concerns through consultative conversations
- Create financial plans covering investments, insurance, and retirement needs
- Recommend and implement insurance strategies that protect clients’ assets and income
- Review financial plans regularly and keep clients informed of relevant updates
- Refine financial strategies as clients’ personal or business circumstances evolve
- Grow and maintain a client network through referrals, community engagement, and professional associations
- Support individuals and businesses with personalized insurance and financial planning solutions
- Help individuals and families work toward greater financial security and long-term success
आवश्यकताएँ
- A bachelor’s degree is strongly preferred; equivalent military experience is also considered
- Prior experience in sales, financial services, insurance, or business development is helpful but not required
- Strong interpersonal and communication abilities
- Sound analytical judgment
- Ability to establish trust and rapport with clients
- Obtain required credentials, including Series 6, Series 63, and applicable state insurance licenses; training and sponsorship are available
- Commitment to earning the licenses required for the role
लाभ
- Performance-based bonus opportunities
- Company-sponsored social events
- Dental insurance coverage
- Flexible scheduling
- Health insurance coverage
- Career growth opportunities
- Training and professional development
- Vision insurance coverage
- Continued training and development programs
- Support for advanced certification sponsorship
- uncapped performance incentives
- Dedicated support from a financial planning team
- Marketing resources to support client development
- Guidance from experienced mentors
- Flexible work-from-home options
- Structured mentorship program
- Ongoing specialized training
- Dedicated in-house administrative support
- Opportunities for career advancement
- Collaboration with highly productive colleagues
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