Financial Services Representative

4 weeks ago


Richmond, Virginia, United States Baystate Financial Full time
Job Overview

At Baystate Financial, we're seeking a talented individual to join our team as a Financial Services Representative. As a key member of our team, you will play a crucial role in providing comprehensive financial planning and guidance to our clients.

Your primary focus will be on creating customized financial plans that cater to each client's unique needs and goals. You will work closely with our team to develop and implement financial recommendations, including investments, insurance, and other financial products.

We offer a supportive work environment and a clear roadmap for success. With our comprehensive training program, you'll have the opportunity to develop your skills and advance your career in the financial services industry.

Key Responsibilities:

  • Client Acquisition and Marketing
  • Discovery and Needs Assessment
  • Financial Plan Development and Presentation
  • Implementation and Ongoing Service

Requirements:

  • Bachelor's degree in finance, business administration, or a related field

About Baystate Financial:

With over a century of experience, Baystate Financial is a leading wealth management and financial services firm in New England. Our team of over 300 professionals and 200 support staff are dedicated to providing exceptional service and guidance to our clients.



  • Richmond, Virginia, United States Truist Financial Full time

    As a Financial Services Professional at Truist Financial, you will be responsible for providing distinctive and personalized investment advice to clients, covering a wide range of products and solutions that are driven by clients' individual goals, risk tolerances, and best interests.Key responsibilities include:Advising clients and prospective clients...


  • Richmond, Virginia, United States Symmetry Financial Group - Gary Uyemura Full time

    Unlock Your Earning PotentialAre you ready to take your career to the next level and build a business that generates system-driven income?As a Customer Service Representative with Symmetry Financial Group - Gary Uyemura, you'll have the opportunity to work with clients who are genuinely interested in our services, and earn uncapped income through...


  • Richmond, Virginia, United States VCU Health Full time

    Job SummaryThe Financial Counselor plays a vital role in ensuring the smooth operation of our financial services. This position is responsible for registering patients, validating insurance eligibility, and collecting co-payments. The ideal candidate will provide exceptional customer service, assess patient financial responsibility, and assist patients in...


  • Richmond, Virginia, United States Mutual of Omaha Full time

    Financial Representative Trainee Program OverviewAt Mutual of Omaha, we're committed to developing the next generation of financial professionals. Our Financial Representative Trainee program is designed to equip you with the skills and knowledge necessary to succeed in the insurance industry.Program HighlightsComprehensive training program covering sales,...


  • Richmond, Virginia, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales) OpportunityJoin Mutual of Omaha as a Financial Representative Trainee and embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products. This dynamic program includes a combination of self-study and hands-on-experience projects, all...


  • Richmond, Virginia, United States Idea Financial Full time

    Acquiring a Senior Underwriter position at Idea Financial means becoming part of a dynamic team focused on enhancing business growth through financial opportunities.This role involves reviewing and analyzing credit requests for prospects and customers to ensure they receive the best financing options.Responsibilities:This position independently evaluates and...


  • Richmond, Virginia, United States Navy Federal Credit Union Full time

    Job SummaryNavy Federal Credit Union is seeking a highly skilled Member Service Representative to join our team. As a Member Service Representative, you will be responsible for providing exceptional customer service to our members, answering their questions, and resolving their issues in a timely and professional manner.Key ResponsibilitiesProvide excellent...


  • Richmond, Virginia, United States CarMax Full time

    About the RoleWe are seeking a highly skilled Strategic Financial Services Analyst to join our Financial Services and Products team at CarMax. As a key member of our team, you will play a critical role in defining and executing on our strategy.Responsibilities include representing our team from a business, operational, and customer experience perspective...


  • Richmond, Virginia, United States General Services Corporation Full time

    At General Services Corporation, we're seeking a highly skilled Customer Service Representative to join our team. As a Bilingual Customer Service Representative, you will be responsible for providing exceptional support to our residents, ensuring their needs are met with a high level of service and professionalism.Key Responsibilities:Receive and assign...


  • Richmond, Virginia, United States Virginia Credit Union Full time

    Job Description:Primary Function:As a key member of the Virginia Credit Union team, this role is responsible for developing and executing strategies to grow and deepen member relationships. This involves performing thorough needs assessments to identify opportunities for financial product and service sales to both consumer and small business members.Key...


  • Richmond, Virginia, United States NY LIFE Full time

    Job OpportunityNew York Life is seeking a skilled and motivated individual to join our team as a Financial Services Professional. As a key member of our organization, you will play a critical role in helping clients achieve their financial goals and objectives.About the RoleThis is an exciting opportunity to work with a leading financial services company,...


  • Richmond, Virginia, United States Virginia Commonwealth University Health Full time

    Key Responsibilities:The Financial Clearance Representative at Virginia Commonwealth University Health plays a critical role in ensuring the financial readiness of patients before their scheduled appointments. This involves confirming the completeness of patient financial information, including but not limited to, verifying insurance coverage, patient...


  • Richmond, Virginia, United States Lifetime Recruiting Strategies Full time

    Unlock Your Potential as a Financial Services ConsultantAt Lifetime Recruiting Strategies, we're seeking a highly skilled Financial Services Consultant to join our elite team of high-performing producers. As a Financial Services Consultant, you'll have the opportunity to work with clients to understand their financial goals and develop personalized solutions...


  • Richmond, Virginia, United States NY LIFE Full time

    Job OverviewNew York Life is seeking a highly motivated and results-driven Financial Services Professional to join our team. As a key member of our sales force, you will be responsible for providing exceptional customer service and building strong relationships with clients to help them achieve their financial goals.Key Responsibilities:Conduct thorough...


  • Richmond, Virginia, United States Chung Financial Group Full time

    About UsChung Financial Group is a trusted provider of life, health, and annuity insurance products, dedicated to empowering independent agents to succeed. We partner with top-rated insurance carriers to give you access to a wide range of products that meet the diverse needs of individuals and families.Position OverviewWe are seeking driven, self-motivated...


  • Richmond, Virginia, United States Commonwealth of Virginia Full time

    Job SummaryThe Commonwealth of Virginia is seeking a highly skilled Financial Services Specialist to join our team. This role will be responsible for providing accurate and timely financial information to stakeholders, ensuring financial processes are efficient and effective, and maintaining records.Key ResponsibilitiesPerform complex accounting and...


  • Richmond, Virginia, United States Bon Secours Full time

    About the Role:The Patient Services Representative will serve as the main point of contact for all patients and the community. This position will receive and process patient referrals, verify demographics, obtain insurance cards and identification, and update medical records accurately and efficiently. In addition, the Patient Services Representative...


  • Richmond, Virginia, United States VCU Health Full time

    The Patient Financial Clearance Representative at VCU Health plays a vital role in ensuring the financial clearance process for assigned patients is completed efficiently and effectively.Key responsibilities include confirming patient registration data, verifying insurance eligibility, and communicating patient financial responsibility in a clear and...


  • Richmond, Virginia, United States A&M Ventures Full time

    Customer Service RepresentativeWe are seeking a skilled Customer Service Representative to join our team at A&M Ventures. As a Customer Service Representative, you will be the face of our company, interacting with customers and providing exceptional service to drive sales and satisfaction.Key Responsibilities:Work directly with customers to assess their...


  • Richmond, Virginia, United States Sam's Club Full time

    Key Responsibilities:As a Frontline Member Service Representative at Sam's Club, you will be responsible for providing exceptional customer service by assisting members with purchasing decisions, locating merchandise, and resolving member issues. You will also promote Sam's products and services, and assist members with transactions using registers or...