Current jobs related to Associate Financial Representative - Lancaster - Modern Woodmen
-
Part Time Sales and Service Representative
2 weeks ago
Lancaster, Pennsylvania, United States Univest Financial Corporation Full timeAbout the RoleWe are seeking a highly motivated and customer-focused Part Time Sales and Service Representative to join our team at Univest Financial Corporation. As a key member of our team, you will be responsible for developing and maintaining personal banking relationships with new and existing customers, providing quality customer service, and guiding...
-
Financial Services Representative
2 weeks ago
Lancaster, New Hampshire, United States Passumpsic Savings Bank Full timeJob OverviewAt Passumpsic Savings Bank, we're seeking a highly skilled and customer-focused individual to join our team as a Service Representative. As a key ambassador for our organization, you will be responsible for delivering exceptional customer service, building strong relationships with our clients, and providing expert knowledge of our financial...
-
Financial Services Representative
2 weeks ago
Lancaster, Ohio, United States Western & Southern Life Full timeJob SummaryWe are seeking a highly motivated and results-driven Financial Representative to join our team at Western & Southern Life. As a Financial Representative, you will play a critical role in meeting the financial needs of our clients by providing expert advice and guidance on insurance and investment solutions.Key ResponsibilitiesMarket Analysis and...
-
Financial Services Representative
6 days ago
Lancaster, Pennsylvania, United States Republic Finance Full timeAbout the Role We are seeking a motivated and ambitious individual to join our team as an Entry-Level Financial Services Representative. As a key member of our growing financial services company, you will have the opportunity to develop your skills and knowledge in a dynamic and supportive environment. Responsibilities * Earn a competitive salary of...
-
Client Services Associate
1 week ago
Lancaster, Pennsylvania, United States Fulton Financial Full timeJob Summary: We are seeking a highly skilled Client Services Associate to provide exceptional operational support to our Financial Advisors and their clients. This is a full-time hybrid role located at our Lancaster, PA location, with a hybrid schedule of 4 days in the office and 1 day working from home.Key Responsibilities:Provide high-quality operational...
-
Customer Service Representative
3 weeks ago
Lancaster, California, United States Ria Financial Full timeJob OverviewAt Ria Financial, we are dedicated to being the most innovative and inclusive money transfer service globally. Our commitment is to provide reliable payment solutions to our clients. With a vast network of over 400,000 locations across 165 countries, we embrace multiculturalism and foster a sense of family, regardless of our geographical...
-
Lancaster, Pennsylvania, United States Lancaster General Full timeJob SummaryWe are seeking a highly skilled and customer-focused Customer Service Representative to join our Patient Financial Services team at Lancaster General. As a key member of our team, you will be responsible for providing exceptional customer service to our patients and their families, ensuring a positive experience throughout the billing and...
-
Financial Professional Trainee
4 weeks ago
Lancaster, United States Mutual of Omaha Full timeFinancial Representative Trainee - Dallas, TX Location: Texas Work Type: Full Time Regular Job No: 502865 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled SHARE As a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and...
-
Lancaster, Pennsylvania, United States Lancaster General Full timeJob SummaryWe are seeking a highly skilled and customer-focused Customer Service Representative to join our team at Lancaster General. As a key member of our Patient Financial Services department, you will play a critical role in providing exceptional service to our patients and customers.Key ResponsibilitiesCustomer Service: Provide timely and effective...
-
Customer Service Representative
3 weeks ago
Lancaster, Ohio, United States PNC Financial Services Group Full timeJob DescriptionJob ProfilePosition OverviewAt PNC Financial Services Group, our workforce is our most significant differentiator and competitive edge in the markets we operate. We are all committed to providing the best experience for our clients. We collaborate daily to cultivate an inclusive workplace culture where all employees feel respected, valued, and...
-
Patient Financial Services Representative
7 days ago
Lancaster, Pennsylvania, United States Lancaster General Full timeJob SummaryWe are seeking a highly skilled and detail-oriented Customer Service Specialist to join our Patient Financial Services team at Lancaster General Health. As a key member of our team, you will be responsible for providing exceptional customer service to our patients and their families, while also ensuring accurate and timely financial...
-
Patient Financial Services Representative
6 days ago
Lancaster, Pennsylvania, United States Lancaster General Full timeJob Title: Patient Financial Services Customer Service SpecialistJob Summary:We are seeking a highly skilled Patient Financial Services Customer Service Specialist to join our team at Lancaster General Health. As a key member of our revenue cycle team, you will be responsible for providing exceptional customer service to our patients, families, and...
-
Patient Financial Services Representative
10 hours ago
Lancaster, Pennsylvania, United States Lancaster General Full timeJob Title: Patient Financial Services Customer Service SpecialistWe are seeking a highly skilled and customer-focused Patient Financial Services Customer Service Specialist to join our team at Lancaster General Health. As a key member of our revenue cycle team, you will play a critical role in providing exceptional customer service to our patients and their...
-
Financial Billing Associate
3 weeks ago
Lancaster, Pennsylvania, United States Brubaker Connaughton Goss & Lucarelli LLC- Full timeJob OverviewSalary: Brubaker Connaughton Goss & Lucarelli LLC is in search of a part-time Accounts Receivable Coordinator to efficiently compile, manage, and execute the billing processes for our legal team. The ideal candidate should be detail-oriented, adaptable, and capable of handling both routine and intricate billing tasks.Position Details:Part-time...
-
Lancaster, Pennsylvania, United States Lancaster General Full timeJob SummaryWe are seeking a highly skilled and customer-focused Patient Financial Services Customer Service Specialist I to join our team at Lancaster General Health. As a key member of our revenue cycle team, you will play a critical role in providing exceptional customer service to our patients and their families.Key ResponsibilitiesProvide timely and...
-
Bank Sales Representative
5 days ago
Lancaster, South Carolina, United States First Citizens Bank Full timeOverviewAre you a people person looking to make a difference in the financial industry? First Citizens Bank is seeking a skilled Bank Sales Representative to join our branch team.Key ResponsibilitiesEngage customers in conversation to understand their banking needs and preferencesProcess transactions accurately and efficientlyProvide assistance with account...
-
Customer Service Representative
3 weeks ago
Lancaster, California, United States Ria Financial Full timeJob OverviewAt Ria Financial, we strive to be the leading provider of inclusive and progressive money transfer solutions globally. Our commitment to delivering reliable payment services is at the heart of our operations. With a vast network of over 400,000 locations across 165 countries, we embrace multiculturalism and foster a sense of family among our...
-
Customer Service Representative
3 weeks ago
Lancaster, California, United States Ria Financial Full timeJob OverviewAt Ria Financial, we are dedicated to being the most innovative and inclusive money transfer service globally. Our commitment to providing reliable payment solutions is at the core of our operations. With a vast network of over 400,000 locations across 165 countries, we embrace a multicultural identity and foster a sense of family among our...
-
Patient Svcs Representative
5 days ago
Lancaster, United States UPMC Full timeUPMC Mastropietro and Associates are looking for a Patient Services Representative to join their great team! Monday-Friday 7:55am-5pm with one evening until 7pm per week. Purpose: A Patient Services Representative is responsible for welcoming patients upon arrival, promoting the usage of new and emerging consumer-friendly technologies, educating patients...
-
Bank Sales Representative
1 week ago
Lancaster, South Carolina, United States First Citizens Bank Full timeAbout the RoleThe Bank Sales Representative is a key member of our branch team, responsible for delivering exceptional customer service and sales support. As a representative of First Citizens Bank, you will be the face of our organization, interacting with customers to understand their banking needs and preferences.Key ResponsibilitiesEngage customers in...
Associate Financial Representative
4 months ago
Overview
The Modern Woodmen - California Region is seeking a motivated and driven individual to join our team as an Associate Financial Representative. This role offers an opportunity to partner with a respected local business and work alongside the Managing Partner and Senior Financial Representative. The ideal candidate will maintain existing relationships with Modern Woodmen members while simultaneously establishing the foundation for their own financial practice.
The ideal candidate:
Entrepreneurial mindset - approaches professional situations with persistence, hard work, adaptability, passion, and motivation.
Community oriented - has a passion for giving back to the local community and developing connections.
Communication skills - is able to develop connections and relationships through proactive conversations and prospecting.
Experience in the Finance and Insurance industry - for candidates interested in a career change, MWA supports obtaining industry licensing and additional training opportunities
Responsibilities
Work with current or new members to provide them information about the financial services their families could utilize.
Networking with individuals throughout the community.
Continuously prospecting in order to secure appointments.
Participating in mentor-lead appointments.
Asking customers for favorable introductions.
Engaging in personal observation through the community.
Participating in fraternal activities.
Engage in continuous educational opportunities.
Benefits and Perks
Medical, dental and vision Insurance paid for
401(k) retirement planning with company match
Non-contributory pension plan
Group term life insurance benefits
Expense-paid trips, valuable prizes, and exciting incentives
About Us
Named to Forbes' list of World's Best Insurance Companies for 2023
Since 1883, we've been focused on securing futures with financial guidance and products. Our representatives provide financial products to help members protect their families and their futures.
These sales help fund member benefits and social, educational, and volunteer programs that identify and meet local needs. As a result, members build relationships, allowing for membership growth and greater community impact.
Our financial representatives are "hometown" professionals who manage their own branch offices and build a business to not only serve their clients, but their communities too.
What Makes us Different - Why Modern Woodmen?
In terms of assets, Modern Woodmen of America is the nation's third-largest fraternal benefit society.
Fraternalism is a unique combination of business and giving back to the communities we serve and causes that are meaningful to both individual employees and the company as a whole - a continuous cycle of positive impact.
As a Fraternal organization, we exemplify our desire to make a positive impact on the world around us by offering our members, unwavering support in their volunteer efforts, providing access to large networks, social events, continuous education, and leadership development, Make an Impact Scholarship opportunities, and Do Good Grants.
We want to support and invest in YOU and the things you hold most important.
2023 MWA Community Impact statistics
- Approximately 2,200 local chapters and 500 youth service clubs nationwide
- $46.4 million contributed to worthy causes through fundraisers (includes total raised by member chapters and clubs partnering with community groups).
- 250,449 volunteer hours donated by members in chapters, Summit chapters, and youth service clubs.
- $18.2 million in support of members and their communities in 2023.
Modern Woodmen is an equal opportunity employer (EOE).