Current jobs related to Financial Services Representative - Orlando, Florida - Equitable Advisors


  • Orlando, Florida, United States Global Financial Impact - Marco Esquivel Full time

    Job OverviewGlobal Financial Impact is seeking a highly motivated and results-driven Financial Services Representative to join our team. As a key member of our organization, you will play a vital role in helping clients and businesses achieve their financial goals by providing expert advice and solutions.Key Responsibilities:Develop and maintain a client...


  • Orlando, Florida, United States OneMain Financial Full time

    At OneMain Financial, we empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses.As a Consumer Loan Sales Specialist, you will learn the lending and servicing business, allowing you to grow your career.Key responsibilities include:Delivering results related to individual and...


  • Orlando, Florida, United States Charles Schwab Full time

    Empowering Client SuccessAt Charles Schwab, we're committed to helping clients achieve their financial goals. As a Licensed Financial Services Representative, you'll play a critical role in delivering exceptional service and guidance to our clients.Key Responsibilities:Provide financial guidance and support to clients through inbound calls and other...


  • Orlando, Florida, United States Addition Financial Full time

    About Addition FinancialWe are a member-owned, not-for-profit financial cooperative that has been serving our community since 1937. Our mission is to bring financial success and education to everyone, and we're looking for people who share our vision.Job SummaryWe're seeking a Part-Time Financial Service Expert to join our team. As a Relationship Advisor,...


  • Orlando, Florida, United States Susan Collins Full time

    Job Summary:We are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As a key member of our State Farm Agent team, you will be responsible for providing exceptional customer service, building strong relationships with clients, and helping them achieve their financial goals.Key Responsibilities:*...


  • Orlando, Florida, United States Susan Collins Full time

    Position OverviewWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As a representative, you will be responsible for providing prompt, accurate, and friendly customer service to our clients. This includes responding to inquiries regarding insurance availability, eligibility, coverages,...


  • Orlando, Florida, United States Bankers Life Full time

    Financial Services Career OpportunityBankers Life is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. If you have a passion for helping others achieve their financial goals, want to oversee your own business, enjoy critical thinking, and strive to better your career, then consider this opportunity.Our...


  • Orlando, Florida, United States Karlo Financial Full time

    Job Title: Remote Life Insurance Sales RepresentativeAt Karlo Financial, we're dedicated to providing peace of mind and financial security to individuals and families through comprehensive life insurance solutions.As a remote life insurance sales representative, you'll have the opportunity to make a positive impact on people's lives while enjoying the...


  • Orlando, Florida, United States Karlo Financial Full time

    About the RoleWe are seeking a highly motivated and results-driven Life Insurance Sales Representative to join our team at Karlo Financial.As a key member of our sales team, you will be responsible for connecting with potential clients, understanding their unique needs, and providing personalized solutions to help them achieve their financial goals.This is...


  • Orlando, Florida, United States Community Choice Financial Family of Brands Full time

    Job SummaryWe are seeking a highly motivated and customer-focused individual to join our Store Operations team as a Customer Service Representative. As a key member of our team, you will be responsible for providing exceptional customer service throughout the full cycle of the loan or pawn process.Key ResponsibilitiesProvide personalized service to...


  • Orlando, Florida, United States Mike Broschart - State Farm Agent Full time

    Job Summary:As a Customer Service Representative for Mike Broschart - State Farm Agent, you will play a crucial role in helping customers manage the risks of everyday life, recover from the unexpected, and realize their dreams. We are seeking a highly motivated and customer-focused individual to join our team in Orlando, FL.Key Responsibilities: Establish...

  • Sales Representative

    4 weeks ago


    Orlando, Florida, United States QuinStreet Full time

    Unlock your potential in a dynamic sales environment where you can make a real difference in people's lives. As a Sales Representative - Financial Solutions at QuinStreet, you will be responsible for handling inbound and outbound calls from consumers seeking personal loans or other financial solutions.Key responsibilities include executing a transactional...


  • Orlando, Florida, United States Henrie Agency Full time

    Job Title: Customer Service RepresentativeWe are seeking a highly motivated and customer-focused Customer Service Representative to join our team at Henrie Agency - Symmetry Financial Group. As a Customer Service Representative, you will be responsible for providing exceptional service to our clients, assisting them with their insurance needs, and helping...


  • Orlando, Florida, United States Walmart Full time

    Job Summary: We are seeking a Customer Service Representative to join our team at Walmart. As a Customer Service Representative, you will be responsible for providing excellent customer service, preventing loss at store entrances, and ensuring a safe and secure shopping environment.Key Responsibilities:Verify purchases and assist with returned itemsKeep...


  • Orlando, Florida, United States Fairwinds Full time

    About FairwindsWelcome to Fairwinds Credit Union, a leading financial institution that values its employees and provides a positive work-life balance. We are proud to promote from within and offer a supportive team environment.Job SummaryWe are seeking a qualified Floating MSR to join our team in West Orlando/Lake County. This role offers a competitive...


  • Orlando, Florida, United States Bankers Life Full time

    Financial Services Career OpportunityBankers Life is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. If you have a passion for helping others achieve their financial goals, want to oversee your own business, enjoy critical thinking, and strive to better your career, then consider this opportunity.Our...


  • Orlando, Florida, United States Creative Financial Staffing Full time

    Accounting Manager Opportunity:Creative Financial Staffing is seeking an experienced and highly motivated Accounting Manager to join their growing division. As the Accounting Manager, you will be responsible for overseeing the accounting and financial reporting operations.This is a full-time position and will report to the Director of Corporate Accounting...


  • Orlando, Florida, United States Charles Schwab Full time

    About the RoleAt Charles Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry.Key ResponsibilitiesLearn to educate clients about investment strategies, trading...


  • Orlando, Florida, United States Olsen Financial Group Full time

    Job OverviewWe are seeking highly motivated professionals to join our team at Olsen Financial Group as a Financial Security Specialist. As a key member of our team, you will play a vital role in helping families protect their most valuable assets and build a secure financial future.Key ResponsibilitiesAssist clients in identifying and addressing their...


  • Orlando, Florida, United States AssuredPartners Full time

    Job SummaryWe are seeking a seasoned Financial Services Billing expert to join our team. The ideal candidate will have a deep understanding of financial systems, extensive experience in the billing process, and a track record of driving efficiency and accuracy.Key ResponsibilitiesOversee and execute the financial services billing process.Develop and...

Financial Services Representative

1 month ago


Orlando, Florida, United States Equitable Advisors Full time
Join Our Team as a Financial Professional

At Equitable Advisors, we are seeking a highly motivated and results-driven Financial Professional to join our Retirement Benefits Group (RBG). As a key member of our team, you will be responsible for providing financial products and services to individuals and organizations in the public sector, including teachers, school administrators, and municipality employees.

Key Responsibilities:

  • Prospect and develop new business opportunities in the 403(b) and 457(b) markets
  • Provide financial education and guidance to clients
  • Develop and maintain relationships with key stakeholders
  • Meet or exceed sales and revenue targets

Requirements:

  • Four-year college degree (preferred but not required)
  • State life and health licenses, SIE, FINRA Series 7 and 66 exams (other designations a plus)
  • Results-driven, highly motivated, and self-starter with integrity, a strong work ethic, and a desire to help others plan for and protect their financial futures
  • Team player with excellent interpersonal skills and communication abilities, with a high degree of self-confidence

What We Offer:

  • Competitive compensation package, including base pay, commissions, and benefits
  • Personalized and comprehensive training and support in all areas important to building your business
  • Sponsorship and coaching to obtain the licensing required for hire
  • Ability to specialize in numerous areas, from being a Certified Financial Planner to a junior or senior partner in a firm model
  • Advancement and management opportunities
  • A work-life balance and access to a full suite of remote-work technology solutions

We are an Equal Opportunity Employer and welcome applications from diverse candidates. If you are a motivated and results-driven individual with a passion for helping others achieve their financial goals, we encourage you to apply for this exciting opportunity.