Current jobs related to Financial Services Representative - Midlothian - Fidelity TalentSource LLC

  • Financial Services Representative

    4 weeks ago

    Midlothian, Virginia, United States Jason Claybrook - State Farm Agent Full time

    Job Title: Financial Account RepresentativeAt Jason Claybrook - State Farm Agent, we are seeking a highly skilled and motivated Financial Account Representative to join our team. As a key member of our team, you will play a critical role in helping our customers manage the risks of everyday life, recover from the unexpected, and realize their...

  • Financial Services Representative

    4 weeks ago

    Midlothian, Virginia, United States Jason Claybrook - State Farm Agent Full time

    Job DescriptionAs a Financial Services Representative with Jason Claybrook - State Farm, you will successfully market financial products that manage everyday risks. Your knowledge of financial products will reinforce your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision will make you an...

  • Financial Services Representative

    4 weeks ago

    Midlothian, Virginia, United States Fidelity TalentSource LLC Full time

    Job Description:Financial Services RepresentativeWe are seeking a highly motivated and customer-focused individual to join our team as a Financial Services Representative. As a key member of our team, you will be responsible for providing exceptional customer service and support to our clients, while also developing your skills and knowledge in the financial...

  • Financial Services Representative State Farm Agent Team Member

    3 weeks ago

    Midlothian, Virginia, United States John Patterson - State Farm Agent Full time

    Job DescriptionAs a Financial Services Representative with John Patterson - State Farm Agent, you will successfully market financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you...

  • Financial Services Representative

    4 weeks ago

    Midlothian, Virginia, United States Cindy Shumaker - State Farm Agent Full time

    About UsCindy Shumaker State Farm is a well-established insurance agency, proudly serving our community for over 15 years. We take pride in our commitment to protecting our customers' dreams and providing personalized insurance solutions that meet their unique needs.Role and ResponsibilitiesAs a Sales Associate at Cindy Shumaker State Farm, you will play a...

  • Financial Services Representative

    3 weeks ago

    Midlothian, Virginia, United States Cindy Shumaker - State Farm Agent Full time

    About UsCindy Shumaker State Farm is a well-established insurance agency, proudly serving our community for over 15 years. We take pride in our commitment to protecting our customers' dreams and providing personalized insurance solutions that meet their unique needs.Role and ResponsibilitiesAs a Sales Associate at Cindy Shumaker State Farm, you will play a...

  • Financial Representative Trainee

    4 weeks ago

    Midlothian, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales) -- Richmond, VALocation:VirginiaWork Type:Full Time RegularJob No:503368Categories:Sales, Early Career Programs, Financial Representative TraineeApplication Closes:Open Until FilledSHAREAs a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and...

  • Patient Services Representative

    4 weeks ago

    Midlothian, Virginia, United States Bon Secours Mercy Health Full time

    Job Summary:The Patient Services Representative will serve as the main point of contact for all patients and the community. This role requires strong communication and customer service skills to provide a positive experience for patients and families.Key Responsibilities:Process patient referrals, registrations, and verify demographicsSchedule appointments...

  • Guest Service Representative

    4 weeks ago

    Midlothian, Texas, United States Nothing Bundt Cakes Full time

    Job SummaryWe are seeking a highly motivated and enthusiastic Guest Service Representative to join our team at Nothing Bundt Cakes. As a Guest Service Representative, you will be responsible for providing exceptional customer service, ensuring a positive experience for our guests, and contributing to the success of our bakery.Key ResponsibilitiesProvide warm...

  • Customer Service Representative

    2 months ago

    Midlothian, Virginia, United States Food Lion Full time

    Job SummaryWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As a key member of our Front End team, you will be responsible for providing exceptional customer service, operating a cash register, and maintaining a clean and organized store environment.Key ResponsibilitiesProvide fast,...

  • Patient Service Representative

    4 weeks ago

    Midlothian, Virginia, United States Bon Secours Health Full time

    Job Title: Patient Service RepresentativeAt Bon Secours Health, we are seeking a highly skilled and compassionate Patient Service Representative to join our team.Key Responsibilities:Serve as the main point of contact for patients and the communityReceive and process patient referrals, registrations, and demographic verificationsObtain and verify insurance...

  • Patient Service Representative

    1 month ago

    Midlothian, United States Allergy Partners Full time

    Job DetailsJob Location42-03-Midlothian - Midlothian, VADescriptionPOSITION: Patient Services Representative RESPONSIBLE TO: Practice Manager JOB SUMMARY: With a customer service orientation-register patients, answer the telephone, prepare the office for the day, schedule patient appointments, collect payment at the time of service, and post charges and...

  • Customer Service Representative

    4 weeks ago

    Midlothian, Virginia, United States I O, Inc. Full time

    Job OverviewWe are seeking a highly skilled and motivated Customer Service Representative to join our team at I O, Inc. As a key member of our customer service team, you will be responsible for providing exceptional service to our clients and customers, resolving account-related concerns, and promoting client/customer relationships.Key...

  • Customer Service Representative

    3 weeks ago

    Midlothian, Virginia, United States Sam's Club Full time

    Key Responsibilities:Provide exceptional customer service by assisting members with purchasing decisions and resolving issues.Locate merchandise and promote Sam's products and services to drive sales.Assist members with transactions utilizing registers or self-checkout areas.About the Role:As a Frontline Member Service Representative at Sam's Club, you will...

  • Customer Service Representative

    4 weeks ago

    Midlothian, Virginia, United States Domino's Pizza LLC Full time

    Domino's Colony Crossing Pl Job DescriptionWe are seeking a skilled Customer Service Representative to join our team at Domino's Colony Crossing Pl. As a key member of our restaurant team, you will be responsible for providing exceptional customer service and ensuring a positive experience for our guests.Key Responsibilities:Greet customers and provide a...

  • Patient Service Representative

    2 months ago

    Midlothian, United States Allergy Partners Full time

    Job DetailsJob Location 42-03-Midlothian - Midlothian, VA DescriptionPOSITION: Patient Services Representative RESPONSIBLE TO: Practice Manager JOB SUMMARY: With a customer service orientation-register patients, answer the telephone, prepare the office for the day, schedule patient appointments, collect payment at the time of service, and post charges and...

  • Insurance and Financial Services Specialist

    4 weeks ago

    Midlothian, Virginia, United States Jason Claybrook - State Farm Agent Full time

    Insurance and Financial Services PositionAt Jason Claybrook - State Farm Agent, we are seeking a highly organized and efficient specialist to join our team. As a valued member of our agency, you will play a crucial role in supporting our insurance agents in gaining and keeping customers.Key Responsibilities:Establish and maintain strong customer...

  • Customer Service Representative

    3 weeks ago

    Midlothian, Virginia, United States Kroger Full time

    Job SummaryWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. In this role, you will be responsible for delivering exceptional customer service, resolving customer concerns, and maintaining a positive shopping environment.Key ResponsibilitiesCustomer Service: Provide friendly and efficient...

  • Insurance Customer Service Representative

    4 weeks ago

    Midlothian, Texas, United States Staff My Agency Full time

    Customer Service Representative - InsuranceWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative - Insurance. As a key member of our team, you will be responsible for providing exceptional customer service and support to our clients.Key Responsibilities:Provide prompt and accurate customer...

  • Janitorial Services Representative

    3 weeks ago

    Midlothian, Virginia, United States ServiceMaster Full time

    Job Summary: We are seeking a reliable and detail-oriented Janitorial Services Representative to provide top-notch cleaning services for our clients in the Richmond area. As a key member of our team, you will be responsible for maintaining a clean, secure, and safe environment for our clients' offices. Responsibilities:Consistently provide a clean and secure...

Financial Services Representative

2 months ago

Midlothian, United States Fidelity TalentSource LLC Full time



Job Description:

Financial Services Representative

Have a passion for helping people? Join our team of Financial Services Representative where you ll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while preparing for a future as the official face of Fidelity in our Investor Centers. Supercharge your early planning and advice career at Fidelity with paid training to help you get your Series 7 & 66 licenses, personalized support, knowledgeable career guides, and celebration of your achievements, while building skills and experiences. During your onboarding experience in this role, you ll support Fidelity s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center. Upon completion of this onboarding experience, you will work in the Investor Center on a daily basis.

What to expect\u2026

In your first year as a new Financial Services Representatives, your onboarding leader will support you as you navigate our Industry leading training program, working at home and in an Investor Center.

  • Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series 66 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time 4 days a week, support from licensing coaches, group and individualized study plans, and review classes. This role requires successful completion of all exams.

  • Build and Solidify Skills: \u00A0You ll continue to spend four days a week working from home and one day a week in an Investor Center, where you ll support customers with increasing complexity to develop and hone your skills. You ll have dedicated time each week to develop new skills and to connect and refuel by networking with colleagues, taking online classes, and more Once you complete this training journey, you ll transition to working fully on-site in an Investor Center. Depending on business need, you might spend more time working remotely supporting inbound phone customers before you transition to an Investor Center.

  • Discover Success: You ll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning.

Advantages of our career development experience\u2026

  • You are supported. We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams You don t need a finance background or college degree to succeed in this role.

  • You are celebrated. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion.

  • You are growing. From day one you ll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.

  • You get variety. You ll have dedicated time to focus on development activities and doing work that goes beyond supporting customer needs, while building the unique skills you ll need as you prepare to be in the Investor Center each day.

The expertise we re looking for\u2026

  • High energy and enthusiasm with a natural passion for helping people

  • Flexibility and self-motivation

  • Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment

The Skills You Bring

  • Eagerness to learn and build a career in financial services

  • Ability to deliver an outstanding customer experience

  • Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once

  • Coachability, collaboration and curiosity will fuel your success

Our Investments in You

Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement.

Certifications: You will be given paid time and support to obtain SIE FINRA, Series 07 FINRA, Series 66 FINRA





Certifications:

Series 07 - FINRA, Series 66 - FINRA

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money.

Join Us

At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity\u2014we offer a range of opportunities for learning so you can build the career you ve always imagined.

Fidelity s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office.

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com.