Banking and Financial Services Jobs in York, PA

We are looking for remote participants to review financial advice related to budgeting, saving money, and improving spending habits.

In this role you will explore different strategies people use to manage their finances and identify which ideas are the most helpful in real life.

Tasks include reviewing simple financial tips, evaluating money-saving strategies, and providing feedback on budgeting approaches.

The role is remote and open to anyone with an interest in personal finance or household budgeting.

About the Role- Come Join the American Fidelity Family!

American Fidelity Assurance is now looking for an Account Manager (Outside Sales Representative) in Pennsylvania.

Our salaried account managers are responsible for selling benefits, retirement, and other insurance products and services within the Private Sector in a defined sales territory with an existing customer base and bringing in new accounts. You will build strong, long-term relationships with businesses and develop specific, needs-based recommendations for their employees, highlighting the benefits of American Fidelity's insurance portfolio.

We Offer

• Base salary + uncapped commission + additional bonus potential
• Company car, company credit card and paid travel expenses.
• International sales award trips
• Average first-year income is between $87,000 to $119,000.
• 100% match when contributing 6% to your 401(k), with more matching opportunities after five years
• You will have a defined territory
• Multiple sales career path options
• Consistent, standardized training designed for new Account Managers
• Comprehensive benefits package includes medical, dental, vision and supplemental insurance plans.

Progression for the Account Manager Role:

• Sr. Account Manager
• Executive Account Manager
• Account Executive
• Sr. Account Executive
• Executive Account Partner

Primary Responsibilities

Focus on growing and maintaining existing Business-to-Business accounts by one-on-one sales of worksite insurance products and services to the community. Consult with current customers to provide value and meet financial needs. Build strong relationships with customers and association executives. Develop customized needs-based employee benefits packages through annual benefit enrollments, group presentations, and new account development opportunities.

Defined Territory – Each Account Representative is assigned a territory to manage and develop new accounts. Overnight Travel is Required. Must reside in the specific territory.

Extended Training Program—Account Representatives participate in a structured, comprehensive training program that includes on-the-job training within their territory, product & sales schools, and online training.

Company Overview

Founded in 1960, American Fidelity Assurance Company is a private, family-owned company specializing in the education, public sector, automotive and healthcare industries with products like group and individual life, health and annuity services as well as other financial security products and services.

For more information on our company, visit .

A Great Place to Work for All

American Fidelity is a certified Great Place to Work for All by the consulting company Great Place to Work. Being a salesperson is a challenging career, but it’s a lot easier when you enjoy coming to work and believe in what you’re selling. That’s why at American Fidelity we offer products designed to help people.

We train our Sales Colleagues to serve as consultants who help people decide which products are best for them – and which aren’t. Being honest and transparent is a huge part of our culture – and that extends to our relationships with customers and policyholders.

Being a Great Place to Work for All is another driver of our culture, and we are committed to creating an inclusive environment where everyone's voice is valued and respected.

If you'd like information about American Fidelity's privacy practices, please visit /privacy.

Are you looking to work alongside leaders in the mortgage industry who will help you grow your career? We’re looking for a full-time loan partner that will help our applicants get mortgage-ready and support them throughout the loan process. Jobseekers should be organized, detail-oriented professionals driven to succeed in their role. If you’re interested in joining a team that empowers employees, clients, and partners to help them reach their goals, apply today!

$110,000+ at plan earnings with $40,000 base

• Assemble loan documentation as required necessary for verifications and underwriting such as loan files, loan packages, credit reports, and additional mortgage application paperwork
  
• Provide administrative support such as screening and making calls, booking appointments, etc.
  
• Review all loan package documentation for discrepancies, omissions, and income calculation then report any discrepancies to the loan originator
  
• Act as the primary contact between our clients and our company and schedule and conduct meetings to discuss any follow-up issues or items that need to be addressed
  
• Follow up and respond to customer and in-house inquiries on transactions as needed in order to provide superior customer service
  

• Responsible for meeting and connecting with clients on a daily basis to help them qualify for financing the purchase of a home.
• Powered by one of the most robust CRM's in the real estate industry.
• Have the ability to work closely with prospective clients and then hand it off to your assistant for gathering documentation to process the loan.
• Direct access to underwriting to help clients get approved for financing.

• Ability to effectively work in a strong team-oriented environment and provide outstanding communication and customer service to clients
  
• Proficiency in MS Office required; CRM, MLS, DU, and proprietary mortgage software preferred
  
• 5+ years of professional office environment experience as a loan officer assistant or mortgage assistant preferred
  
• College degree in finance or banking preferred. High school diploma or equivalent required
  
• Strong understanding of loan financing options such as conventional loans, FHA, VA, adjustable/ fixed, commercial loans, etc.
  

• MUST have your NMLS license

We are a growing and progressive real estate team based in York, PA, with collaboration partners across the United States. Our sales team and support personnel have achieved some of the highest honors in the residential real estate industry.

Our team is the Best of Zillow, and we are one of Zillow's highest-level partners in their Flex program. We are coached by some of the top coaches in the real estate industry. Our team coaches with and trains within the Sandler Sales Institute. Ongoing, consistent skill-building, sales training, and personal growth are critical to the success of our team.

We have a proven sales system with an abundance of leads. Our employees and team members are willing and open to non-traditional and new ideas about how to successfully sell homes and have a mindset that allows for significant growth. Hardcore accountability and integrity are a requirement for becoming a member of our team/family.

Compensation details: 4 Yearly Salary

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