Thrivent Financial Jobs in Usa

Financial Advisor / Insurance Agent – Make a Meaningful Career Move

Salt Lake City, UT | Onsite | Independent Contractor

Industry: Insurance, Financial Services | Focus: Sales, Business Development

Are you ready to take control of your future, grow your income, and make a real impact in your community?

Whether you’re changing careers, re-entering the workforce, or simply looking for more freedom, flexibility, and fulfillment, this opportunity with Farm Bureau Financial Services could be the perfect fit.

What This Career Offers You:

• Build Your Own Business – You're in charge of your success, with the freedom to grow at your own pace.
• Make a Difference – Help individuals and families protect what matters most to them.
• Unlimited Earning Potential – Commission-based income with base bonuses, incentives, and travel opportunities.
• Ongoing Training & Mentorship – We invest in your success from day one, with coaches, managers, and marketing support.

What You'll Be Doing:

• Meet with clients to understand their insurance and financial needs
• Offer personalized solutions and long-term financial strategies
• Manage existing policies, process renewals, and assist with claims
• Market your services through social media, phone calls, and community outreach
• Keep accurate business records and oversee daily operations
• Stay current on industry products, regulations, and compliance

Is This Role Right for You?

We’re looking for someone who:

• Wants to build something of their own with a respected brand behind them
• Has a passion for helping others and being involved in their community
• Is driven, self-motivated, and goal-oriented
• Enjoys solving problems and creating customized solutions
• Brings strong communication and people skills
• Has leadership potential or interest in managing a team
• (Bonus) Has experience or interest in agriculture, finance, or sales

Qualifications:

• Entrepreneurial mindset and desire to operate your own business
• Ability to plan, prioritize, and manage time effectively
• Comfortable working independently and building client relationships
• Willingness to obtain insurance and financial licenses (with our support)

Compensation & Perks:

• Commission-based earnings with base bonus
• Incentive travel and cash bonuses
• Marketing and sales support
• Licensing assistance and onboarding training

Ready to Make a Career Change That Matters?

If you're looking for a fresh start with real growth potential, the opportunity to be your own boss, and a career that helps people every day — let’s talk.

If you’re tired of chasing leads, this is your seat.

Swiss American Financial Solutions is hiring a Financial Advisor in Glendale, AZ for one reason: demand is up, and we need another strong advisor in the room—running meetings, building plans, and helping families retire with clarity.

This is not a “go build a book from scratch” role. You’ll spend your week doing the part of the job that actually matters: meeting with people, earning trust, and delivering a written plan.

Compensation

Base Salary + Commissions (%) + Bonuses

What You Get Here

• A calendar built around qualified retirement-focused appointments (supported by Swiss American Financial Solutions’ marketing/outreach)
• A documented planning flow you can follow—so you’re not reinventing the wheel every meeting
• The ability to implement solutions across investments, annuities, and life insurance based on client needs
• A team that supports implementation so you can stay focused on advice, recommendations, and relationships

What You’ll Do

• Lead discovery and retirement planning conversations (typically ages 50–75)
• Turn client goals into a clear written plan with recommendations they understand and trust
• Present, close, and implement solutions aligned to the client’s best interest
• Build long-term relationships and become “their advisor,” not a one-time transaction
• Execute Swiss American Financial Solutions’ process consistently to deliver a first-class experience

Required Qualifications

• Active Life & Health Insurance License
• Series 65 or 66
• Proven consultative sales ability (you can guide a decision without being pushy)
• Strong communication and presence with retirement-aged clients
• Prior client-facing planning experience strongly preferred

Who This Role Is For

You’re coachable, professional, and you take pride in doing real planning. You want support, structure, and steady opportunity—so your income is driven by performance, not prospecting.

If you’re ready to spend your time advising—not hunting—apply to Swiss American Financial Solutions.

Swiss American Financial Solutions is an equal-opportunity employer.

Financial Advisor

You’ve built the relationship skills. You know how to guide clients. Now you need a platform that gives you both stability and upside.

Premier Planning Professionals is hiring a Financial Advisor for a growth-oriented opportunity inside an independent, client-centered firm. If you want the security of a base salary, the upside of revenue-based compensation, and the ability to serve clients through a more holistic planning model, this is a role worth exploring.

Compensation: $70,000–$75,000 base salary + a percentage of revenue generated for the firm.

Premier Planning Professionals is built around personalized financial guidance, helping clients navigate retirement planning, wealth management, insurance, Medicare, and tax planning. This is not a narrow product role. It is an opportunity to work in a broader planning environment where you can have more meaningful conversations and create more value for the people you serve.

In this role, you will:

• Build and maintain strong client relationships
• Advise clients on retirement planning, wealth management, insurance, Medicare, and tax-aware strategies
• Develop new business and contribute to firm growth
• Deliver a high-touch, personalized planning experience
• Work alongside the team to support long-term client outcomes and firm expansion

Required Qualifications

• Experience in a Financial Advisor, Wealth Advisor, or similar client-facing role
• Active licensing appropriate to the role
• Strong communication and relationship-building skills
• Ability to develop business and generate revenue
• Confidence leading client meetings and presenting recommendations

Preferred Qualifications

• Experience working with retirement-focused clients
• Insurance and advisory background
• Existing network or ability to build relationships in the market
• Holistic planning mindset
• Ability to run workshops

If you’re looking for a Financial Advisor role where you can combine planning, relationship management, and production-based upside, let's have a conversation.

About the Company

The Chief Financial Officer (CFO) serves as the district's senior executive responsible for the strategic leadership, integrity, and stewardship of Fayette County Public Schools' financial operations. The CFO provides vision, direction, and oversight for all financial management functions, including budgeting, accounting, financial reporting, procurement, debt management, payroll, and internal financial controls. This position serves as the chief financial advisor to the Superintendent and Board of Education. The CFO ensures the district's financial practices promote transparency, accountability, compliance with all local, state, and federal regulations, and alignment with the district's strategic priorities. The CFO plays a critical role in safeguarding the district's financial health while supporting the Superintendent and Board of Education in making informed fiscal decisions that advance student success. This position oversees the financial operations of a complex public organization serving tens of thousands of students, managing hundreds of millions of dollars in public funds, and ensuring responsible stewardship of taxpayer resources.

About the Role

ESSENTIAL JOB FUNCTIONS

Responsibilities

• Financial Strategy and Leadership
• Serve as the district's chief financial advisor to the Superintendent and Board of Education.
• Lead the development and implementation of long-range financial planning strategies aligned with district priorities and enrollment projections.
• Ensure financial decision-making supports student outcomes, operational sustainability, and responsible stewardship of public funds.
• Provide financial modeling, forecasting, and scenario analysis to inform policy decisions and strategic initiatives.
• Develop and implement strategies to maintain structural budget balance and long-term fiscal stability.
• Budget Development and Management
• Direct the development of the district's annual operating and capital budgets.
• Monitor and manage the district's multi-hundred-million-dollar budget to ensure fiscal accountability and compliance.
• Implement processes to improve transparency, clarity, and accessibility of financial information.
• Provide regular financial updates and reports to the Superintendent, Board of Education, and other stakeholders.
• Oversee budget monitoring and ensure timely adjustments when necessary.
• Financial Operations and Reporting
• Ensures accurate and efficient accounting, financial reporting, payroll, accounts payable, accounts receivable, and grant accounting processes.
• Ensure accurate and timely financial reporting in accordance with Governmental Accounting Standards Board (GASB) standards.
• Maintain effective financial systems and reporting processes to support sound decision-making.
• Ensure compliance with all financial reporting requirements required by the Kentucky Department of Education and other regulatory bodies.
• Internal Controls and Compliance
• Establish and maintain strong internal controls and financial governance practices.
• Ensure compliance with all federal, state, and local financial regulations, policies, and procedures.
• Oversee the district's response to audits, including those conducted by external auditors and the Kentucky Auditor of Public Accounts.
• Develop and implement corrective action plans related to audit findings when necessary.
• Monitor financial risk and implement mitigation strategies
• Debt and Capital Finance
• Oversee the management of district debt, bonds, and capital financing.
• Work with financial advisors, bond counsel, and rating agencies to maintain strong credit ratings and favorable borrowing conditions.
• Provide financial oversight for major capital projects and facilities initiatives.
• Procurement and Contract Management
• Oversee district procurement and purchasing operations.
• Ensure procurement processes are transparent, competitive, and compliant with applicable laws and regulations.
• Establish procedures that promote fiscal responsibility and value in purchasing.
• Leadership and Department Management
• Provide leadership and supervision for finance and business services staff.
• Promote a culture of professionalism, accountability, and continuous improvement within the finance department.
• Ensure staff are trained in best practices in school finance and public-sector financial management.
• Establish clear expectations and performance standards for department personnel.
• Stakeholder Communication
• Present financial information and recommendations to the Superintendent, Board of Education, and community stakeholders.
• Communicate complex financial information in a clear and accessible manner.
• Serve as a key resource for financial transparency and public accountability.
• Other Duties
• Serve as a member of the Superintendent's executive leadership team.
• Collaborate with district departments to ensure financial alignment with programmatic goals.
• Demonstrates the ability to communicate in more than one language or the willingness to learn to communicate in more than one language at the novice level of proficiency.
• Performs other duties as assigned.
• Maintains regular attendance.

Qualifications

• Education and Experience:
• Required: Master's degree in Finance, Accounting, Business Administration, Public Administration, or related field.
• Preferred: Certified Public Accountant (CPA), Certified School Business Official (CSBO), or similar professional certification.
• Experience:
• Required: Minimum of 5 years of progressively responsible financial leadership experience. Demonstrated experience managing complex budgets and financial systems.
• Preferred: Experience in public-sector finance, preferably within a large school district or government organization. Experience managing budgets exceeding $250 million. Experience working with school boards, elected officials, and community stakeholders. Experience with bond financing, capital planning, and debt management.
• Licenses or Certifications: N/A
• Special Requirements: N/A

Physical Demands

Work is performed while standing, sitting, and/or walking. Requires the ability to communicate effectively using speech, vision, and hearing. Requires the use of hands for simple grasping and fine manipulations. Requires bending, squatting, crawling, climbing, and reaching. Requires the ability to lift, carry, push, or pull light weights.

Are you a leader who has the following traits?

• Competitive
• Business-minded
• Coachable
• Communicative
• Self-disciplined
• Authentic

If the answer is yes, consider becoming an insurance agent to drive positive impact in the lives of families every day. At New York Life, you’re in control of your career journey. New York Life, a Fortune 100 company and a leader in the financial services industry, will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success.

What we’re looking for...

We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job—it’s a career with purpose and opportunity. You’ll provide peace of mind to clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with clients.

What we offer...

Training and development

We’ll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we’ll subsidize it in your first two full-time contract years, providing you with additional funds, if you qualify, to help keep you on your feet while you complete our training program and grow the business. You’ll also be eligible to get rewarded and acknowledged with sales incentives and professional-development trips for our top-performing insurance agents.

Digital tools

Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain clients with web, social, and email content.

Products and solutions

Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds1 through our broker-dealer, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with clients can help them and their families achieve their financial goals. You’ll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our registered investment advisor, to offer wealth management and advisory services,2 estate planning strategies, and business solutions.

Human guidance

When you join New York Life, you’re joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents.

How we will compensate you

You have the power to determine your own income with our commission-based compensation.3 In 2024, the average income of our financial professionals under the N8 and N9 Agents’ Contract who met annual minimum sales production requirements was $120,555.4. Individual agent performance will determine your income. Benefits for eligible full-time agents include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension.5 For more information about commission-based income and benefits for financial professionals, please follow this link /careers/financial-professionals/income and benefits.

About New York Life...

New York Life is a Fortune 100 company with a long history of doing good. We have been in business for 180+ years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of clients.

We're proud to be recognized by the following organizations6

• Fortune 2024: World's Most Admired Companies
• Handshake 2025: Early Talent Award
• Forbes 2024: America's Best Employers for Diversity
• Seramount: 2024 Best Companies for Multicultural Women

We’re proud of the help we’ve provided and continue to provide clients

• 5.1 million LIVES PROTECTED.
• Includes all owners of individual life insurance and annuity policies.
• $983 million LIFETIME ANNUITY INCOME PAID.
• Includes all payouts on individual income annuity products.
• $6 billion IN LIVING BENEFITS AWARDED.
• Includes life and annuity cash value accumulation and qualifying policy dividends paid.
• Dividends are not guaranteed.
• Over $1.2 trillion LIFE INSURANCE PROTECTION IN FORCE.
• Includes term, whole, and universal life.

$120,555

• Keep bookkeeping systems, sales databases, customer records, and related organizational tools current to accurately report progress to monthly and quarterly sales quotas to stakeholders
  
• Continue your education on evolving insurance industry protocols to adequately fulfill all policy requirements and monitor insurance claims to customers’ satisfaction
  
• Implement sales strategies and tactics proven effective in maintaining and growing existing customer portfolios comprised of loyal, long-term clients
  
• Spend time listening to new and potential clients, assess their priorities and finances, and determine suitable insurance plan options that successfully meet their individual insurance needs
  
• Develop and deliver risk management strategies for each customer based on their risk profile
  

What we’re looking for... We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job—it’s a career with purpose and opportunity.

You’ll provide peace of mind to clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with clients. 

• High school diploma required; bachelor’s degree preferred
  
• Some experience with accounting or sales lead software is beneficial
  
• Strong interpersonal skills, communication skills, customer service skills, and analytical skills are required
  
• Some computer skills with ability to use Microsoft Office is required
  

• Experience in financial services or insurance industry is preferred, but not required.
• Ability to build and maintain strong client relationships through effective communication and trust-building.
• Proven track record of meeting or exceeding sales targets and quotas.
• Strong analytical skills to assess client needs and develop tailored financial solutions.
• Ability to stay informed about industry trends and regulatory requirements.
• Excellent organizational skills to manage multiple client accounts and documentation efficiently.
• Proficiency in using digital tools and CRM systems to enhance client engagement and sales processes.

About New York Life...

New York Life is a Fortune 100 company with a long history of doing good. We have been in business for 180+ years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of clients.

Compensation details: 12 Yearly Salary

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Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today!

Commission - $75,000+

• Be a coachable, organized team member interested in pursuing training development and educational opportunities
  
• Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
  
• Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
  
• Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management
  
• Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
  

• Requires a Bachelor’s degree in business administration, finance, or other related field
  
• Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
  
• Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
  
• Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
  
• Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
  

Hudnall Capital Advisors helps the needs of Individuals, Families, and Businesses with our planning in: Investment Management, Retirement Planning, Tax Mitigation Strategies, Income Protection, Life Insurance, and Legacy Planning.

We can be different by doing the right thing!

Compensation details: 75 Yearly Salary

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