Current jobs related to Financial Services Representative - Bloomington - Jim Spachman - State Farm Agent
-
Financial Services Representative
5 days ago
Bloomington, Illinois, United States Jim Spachman - State Farm Agent Full timeJob OpportunityWe are seeking a highly skilled Financial Services Representative to join our team at Jim Spachman - State Farm Agent. As a key member of our team, you will play a crucial role in marketing and selling financial products that manage everyday risks.Key ResponsibilitiesConduct customer-focused reviews to educate customers about insurance options...
-
Financial Services Internship Opportunity
3 weeks ago
Bloomington, Illinois, United States COUNTRY Financial Full timeWe are proud to offer a comprehensive and enriching internship program at COUNTRY Financial. As an intern, you will be part of a dynamic team and assigned meaningful work that will help you grow professionally. You will have the opportunity to partner with a mentor, attend speaker sessions with employees of all levels, learn about future career...
-
Accounting and Financial Services Expert
3 weeks ago
Bloomington, United States Creative Financial Staffing Full timeAbout the RoleWe are seeking a highly skilled Senior Accountant to join our team at Creative Financial Staffing. As a key member of our accounting team, you will be responsible for ensuring the accuracy and timeliness of our financial reporting and compliance with GAAP accounting standards.Key ResponsibilitiesFinancial Reporting: Prepare and review financial...
-
Financial Services Specialist
3 weeks ago
Bloomington, Indiana, United States Bankers Life Full timeAbout the RoleBankers Life is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. As a Financial Services Professional, you will have the opportunity to help clients achieve their financial goals, oversee your own business, and enjoy critical thinking and career development.Key ResponsibilitiesBuild and maintain...
-
Bloomington, Indiana, United States Allison Allen - State Farm Agent Full timeJob OverviewWe are seeking a highly motivated and customer-focused professional to join our team as a Financial Services Representative State Farm Agent Team Member. As a key member of our team, you will play a vital role in helping our business grow through value-based conversations and exceptional customer experiences.Key ResponsibilitiesEstablish and...
-
Financial Services Professional
4 months ago
Bloomington, United States Bankers Life Full timeFinancial Services Professional - Hybrid Experience Location: Bloomington, IN, United States Job Category: Financial Representative Posted: 13-Jul-2023 Job Description Bankers Life, one of the most respected companies in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives....
-
Bloomington, United States Jim Spachman - State Farm Agent Full timeJob DescriptionJob DescriptionROLE DESCRIPTION:As a Financial Services Representative State Farm Agent Team Member with Jim Spachman - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers...
-
Customer Service Representative
2 months ago
Bloomington, United States Chestnut Health Systems Full timeGreet patients and visitors. Gather demographic, financial, and insurance information in person or by telephone. Schedule appointments. Check patients in and out for appointments. Ensure that patients' electronic medical records are up-to-date and in Customer Service Representative, Customer Service, Representative, Retail, Healthcare
-
Bloomington, United States Rick Mclean - State Farm Agent Full timeJob SummaryWe are seeking a highly motivated and customer-focused individual to join our team as a State Farm Agent Team Member. As a key member of our team, you will be responsible for establishing and maintaining strong relationships with customers, identifying their insurance and financial needs, and providing personalized...
-
Financial Controller
4 weeks ago
Bloomington, United States Creative Financial Staffing Full timeFinancial Controller We are collaborating with a well-established regional firm seeking to enhance their team with a Financial Controller. This organization boasts an outstanding culture that emphasizes continuous employee development. They genuinely value their workforce and offer the work/life balance that many professionals desire. This role is highly...
-
Financial Reporting Specialist
3 weeks ago
Bloomington, United States Country Financial Full timeJob Title: Financial Reporting Analyst Location: United States As a Financial Reporting Analyst, you will enhance your expertise in accounting, investigate both current and emerging SSAP and GAAP regulations, and ascertain the correct accounting treatment. Your responsibilities will include compiling monthly, quarterly, and annual financial...
-
Bloomington, Indiana, United States Lisa Allen - State Farm Agent Full timeJob Description**Position Overview**Our State Farm Agent is seeking a qualified professional to join their winning team for the role of Financial Services Representative State Farm Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a...
-
Financial Controller
5 days ago
Bloomington, United States Creative Financial Staffing Full time{"h1": "Controller Opportunity at Creative Financial Staffing", "p": "We are working with a small regional company in the metro who is looking to add a Controller to their team. This organization has an exceptional culture where they support their employees in continuous learning. They truly prioritize their people, and also provide the work/life balance...
-
Financial Analyst
3 days ago
Bloomington, Indiana, United States Creative Financial Staffing Full time{"title": "Senior Accountant Role", "company": "Creative Financial Staffing", "description": "About the CompanyOur client is a leading family services organization known for its awesome manager and laid-back team culture.They value flexibility and work hard, play hard mentality, making it an ideal place to grow professionally.ResponsibilitiesCompile and...
-
Bloomington, United States Allison Allen - State Farm Agent Full timeJob DescriptionJob DescriptionPosition OverviewSuccessful State Farm Agent is seeking a qualified professional to join their winning team for the role of Financial Services Representative State Farm Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer...
-
Bloomington, United States Lisa Allen - State Farm Agent Full timeJob DescriptionJob DescriptionPosition OverviewSuccessful State Farm Agent is seeking a qualified professional to join their winning team for the role of Financial Services Representative State Farm Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer...
-
Financial Services Specialist
5 days ago
Bloomington, Indiana, United States Curry Auto Center, Inc. Full timeJob Title: Finance & Insurance ConsultantCurry Auto Center, Inc. is seeking a highly skilled Finance & Insurance Consultant to join our team. As a key member of our sales department, you will be responsible for providing expert advice to customers on various finance options and insurance products.Key Responsibilities:Engage with clients to understand their...
-
Customer Service Representative
7 days ago
Bloomington, Illinois, United States Heartland Bank and Trust Company Full timeAbout the RoleWe are seeking a highly skilled and customer-focused Customer Service Representative to join our team at Heartland Bank and Trust Company. As a key member of our customer service team, you will be responsible for providing exceptional service to our customers, answering their inquiries, and resolving their issues in a timely and professional...
-
Bloomington, Illinois, United States Spieldenner Financial Group Full timeAbout Spieldenner Financial GroupWe are a part of one of the fastest-growing insurance organizations in the country, dedicated to providing top-notch services to our clients. Our focus areas include ensuring agents are paid quickly, keeping costs minimal, and offering the necessary training and support for success.Job ResponsibilitiesAs a Virtual Mortgage...
-
Customer Service Representative
1 week ago
Bloomington, Illinois, United States Heartland Bank and Trust Company Full timeAbout the RoleWe are seeking a highly skilled and customer-focused individual to join our team as a Customer Care Representative. In this role, you will be responsible for providing exceptional service to our customers, answering their inquiries, and promoting our deposit products and services.Key ResponsibilitiesRespond to customer inquiries and provide...
Financial Services Representative
4 months ago
**ROLE DESCRIPTION**:
As a Financial Services Representative - State Farm Agent Team Member with Jim Spachman - State Farm Agent, you will successfully market the 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 an invaluable resource to customers and a competitive addition to a successful agency.
**RESPONSIBILITIES**:
- Use a customer-focused, needs-based review process to educate customers about insurance options.
- Work with the agent to establish and meet marketing goals
- Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
**QUALIFICATIONS**:
- Bachelor's degree in finance, economics, accounting, or a related field preferred.
- Must be able to obtain relevant financial service licenses (Series 6/63/65)
- Strong mathematical skills.
- Excellent analytical, organizational, and problem-solving skills.
- Effective communication skills.
- Exceptional customer service skills.
- Successful track record of meeting sales goals/quotas preferred
**BENEFITS**:
- 401k
- Salary plus commission/bonus
- Health benefits
- Paid time off (vacation and personal/sick days)
- Flexible hours
- Growth potential/Opportunity for advancement within my agency
- License reimbursement
