Current jobs related to Financial Services Representative - Bethesda - David Munson Agency

  • Financial Services Representative

    4 weeks ago

    Bethesda, Maryland, United States Trustar Bank Full time

    About Trustar Bank:Trustar Bank is a community-focused financial institution designed to address the banking requirements of both businesses and individuals in the greater metropolitan Washington DC area. Our founders comprise seasoned bankers, investors, and business professionals who understand the needs of our target market. The recent consolidation...

  • Financial Services Representative

    1 month ago

    Bethesda, Maryland, United States Truist Full time

    Job Overview:Are you enthusiastic about delivering outstanding customer experiences and positively influencing clients' financial journeys? Become a vital part of our team at Truist Financial Corporation as a Client Service Representative.Key Responsibilities: Foster positive client interactions and provide top-notch service during all transactions. Guide...

  • Financial Services Representative

    1 week ago

    Bethesda, Maryland, United States New York Life - Washington DC - Virginia Full time

    About New York LifeNew York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 179 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...

  • Financial Services Representative

    6 days ago

    Bethesda, Maryland, United States New York Life - Washington DC - Virginia Full time

    About New York LifeNew York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 179 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...

  • Financial Representative

    2 weeks ago

    Bethesda, Maryland, United States Fidelity Investments Full time

    {"Job Title: Financial RepresentativeJob Summary: We are seeking a skilled Financial Representative to join our team at Fidelity Investments. As a key member of our branch, you will be responsible for providing exceptional client service and building strong relationships with our clients.Key Responsibilities:* Provide personalized service to clients,...

  • Financial Representative

    1 week ago

    Bethesda, Maryland, United States Fidelity Investments Full time

    About the RoleWe are seeking a skilled Financial Representative to join our team at Fidelity Investments. As a key member of our branch, you will play a vital role in delivering exceptional client experiences and driving business growth.Key ResponsibilitiesDevelop and maintain strong relationships with clients, understanding their financial needs and...

  • Customer Service Representative

    2 weeks ago

    Bethesda, Maryland, United States David Munson Agency Full time

    Job Description**About the Role**We are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative - Insurance and Financial Services. As a key member of our team, you will be responsible for establishing strong relationships with customers, identifying their needs, and providing them with tailored...

  • Financial Services Associate

    2 days ago

    Bethesda, Maryland, United States Strategic Financial Associates, LLC Full time

    Job SummaryWe are seeking a highly skilled Associate Financial Advisor to join our team at Strategic Financial Associates, LLC. As a key member of our wealth management team, you will be responsible for managing an existing block of clients, supporting the Financial Advisor in developing and enhancing existing client relationships, and acting as a key point...

  • Financial Services Representative

    4 months ago

    Bethesda, 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....

  • Chief Financial Officer

    2 months ago

    Bethesda, United States Valid8 Financial, Inc. Full time

    Climate United will use funding from the EPA under the Inflation Reduction Act to rapidly deploy low- and zero-emission products, technologies, and services to all American communities in order to (1) reduce GHG emissions and other forms of air pollutants; (2) bring direct benefits to American communities in the form of energy security, energy savings,...

  • Chief Financial Officer

    4 weeks ago

    Bethesda, United States Valid8 Financial, Inc. Full time

    Climate United will use funding from the EPA under the Inflation Reduction Act to rapidly deploy low- and zero-emission products, technologies, and services to all American communities in order to (1) reduce GHG emissions and other forms of air pollutants; (2) bring direct benefits to American communities in the form of energy security, energy savings,...

  • Financial Services Representative

    4 weeks ago

    Bethesda, Maryland, United States New York Life Full time

    About the RoleWe are seeking a highly motivated and self-disciplined individual to join our team as a Life Insurance Agent. As a key member of our sales team, you will work with individuals, families, and businesses to guide them toward the financial strategy that is right for them.Key ResponsibilitiesProspect and contact potential clients to discuss their...

  • Financial Representative

    4 months ago

    Bethesda, United States Fidelity Investments Full time

    Job Description : Financial Representative We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity. The Expertise We’re...

  • Financial Sales Representative

    4 days ago

    Bethesda, Maryland, United States New York Life - Bethesda, MD Full time

    Job OpportunityNew York Life - Bethesda, MD is seeking a highly motivated and self-disciplined individual to join our team as a Financial Sales Representative. As a Financial Sales Representative, you will have the opportunity to build a rewarding career while helping clients achieve their financial goals.About the RoleThis is a remote opportunity for...

  • Financial Representative

    2 months ago

    Bethesda, United States Fidelity Investments Full time

    Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is...

  • Client Services Representative

    4 weeks ago

    Bethesda, Maryland, United States Trustar Bank Full time

    About Trustar Bank:Trustar Bank is a community-focused financial institution designed to serve the banking requirements of both businesses and individuals in the metropolitan Washington DC area. Our founders are seasoned bankers, investors, and business leaders with a deep understanding of the local market. The ongoing consolidation in our target market has...

  • Customer Service Representative

    2 months ago

    Bethesda, United States Strategic Data Systems Full time

    **Customer Service Representative** Bethesda, MD / IT Services / Full-time **Customer Service Representative** Carderock Naval Surface Warfare Center, Bethesda, MD (20817) Salary Negotiable - Full Time with Benefits Start Date: June 2022 Your work will involve providing NMCI service delivery support for NSWC Carderock users. You will provide phone, computer,...

  • Customer Service Representative

    3 weeks ago

    Bethesda, Maryland, United States Trustar Bank Full time

    Job SummaryTrustar Bank is a community-focused financial institution seeking an experienced Customer Service Representative to join our team. As a Universal Banking Representative, you will be responsible for providing exceptional customer service, processing transactions, and building strong relationships with clients.Key ResponsibilitiesCustomer Service:...

  • Financial Planning and Investment Specialist

    5 days ago

    Bethesda, Maryland, United States Bluepoint Financial, LLC Full time

    Financial Planning and Investments AssociateBluePoint Financial, LLC is a rapidly growing Financial Services & Insurance firm seeking a Financial Planning & Investments Associate to join our team. This role is ideal for individuals who are passionate about financial planning and want to grow their career with our firm.Key Responsibilities:Assist in the...

  • Financial Planning

    5 days ago

    Bethesda, United States Bluepoint Financial, LLC Full time

    Job Description:BluePoint Financial LLC, is a rapidly growing Financial Services & Insurance firm. We are seeking aFinancial Planning & Investments Associate to join our team and grow in their career with our firm. Thisanalyst will be responsible for assisting in the service of our growing client base, providing operationalsupport to the Financial Advisor &...

Financial Services Representative

4 months ago

Bethesda, United States David Munson Agency Full time

**Position Overview**:
I am seeking dynamic insurance professionals for the office of David Munson Agency who are interested in helping my business grow through value based conversations and remarkable customer experience. If you are a motivated self-starter who thrives in a fast paced environment, then this is your opportunity for a rewarding career with growth potential. You will have a chance to learn how to market products and manage a business first hand while participating in my focused program to develop and enhance your skills and experiences. This could be the start of an exciting, challenging and fun career

**Responsibilities**:

- Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
- Establish customer relationships and follow up with customers, as needed.
- Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
- Work with the agent to establish and meet marketing goals.
- Use a customer-focused, needs-based review process to educate customers about insurance options.

**As an Agent Team Member, you will receive...**:

- Salary plus commission/bonus
- Health benefits
- Profit sharing
- 401K
- Paid time off (vacation and personal/sick days)
- Valuable experience
- Growth potential/Opportunity for advancement in my agency
- Signing Bonus up to $
- Learning to market property/casualty, life, health, bank and mutual fund products
- Setting sales and growth goals
- Working closely with the agent to gain an understanding of the agent’s role and office logistics
- Learning how to network effectively