Financial Services Representative
5 days ago
We are seeking a motivated and detail-oriented professional to join our team as a Financial Services Representative. This role is ideal for individuals interested in helping customers manage risks and achieve their financial goals through insurance and financial products.
Salary and BenefitsThe estimated annual salary for this position is $50,000 - $80,000, depending on experience, plus commission and bonus opportunities. Additionally, you will receive health benefits, profit sharing, paid time off, and flexible hours.
Job ResponsibilitiesAs a Financial Services Representative, your primary responsibilities will include:
- Establishing and maintaining customer relationships through value-based conversations and exceptional customer service.
- Providing prompt and accurate responses to customer inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
- Using a customer-focused review process to educate customers about insurance options and help them make informed decisions.
- Working with the agent to establish and meet marketing goals, develop leads, schedule appointments, and market appropriate products and services.
To be successful in this role, you will need:
- Sales experience, preferably outside sales or inside sales representative, retail sales associate, or telemarketing.
- A strong interest in marketing products and services based on customer needs.
- Excellent communication skills, both written and verbal.
- Enthusiasm for helping customers manage risks and achieve their financial goals.
- Organizational skills and the ability to multitask.
- Self-motivation and a strong work ethic.
- Ability to work in a team environment and achieve mutually agreed-upon marketing goals.
Spanish language proficiency is highly preferred for this role.
Licensing RequirementsYou must currently hold a Property and Casualty license and be able to obtain a Life and Health license.
-
Customer Service Representative
1 week ago
Indianapolis, Indiana, United States Community Choice Financial Family of Brands Full timeAbout the RoleWe are seeking a highly skilled Customer Service Representative to join our team at Community Choice Financial Family of Brands. As a key member of our customer-facing team, you will be responsible for providing exceptional service to our diverse customer base, ensuring their needs are met with precision and care.
-
Indianapolis, Indiana, United States Danita Fields - State Farm Agent Full timeJob OverviewWe are seeking a highly motivated and sales-driven individual to join our team as a Financial Services Representative.CompensationThe estimated annual salary for this position is $60,000 - $80,000, plus commission and bonuses based on performance.Key ResponsibilitiesEstablish and maintain strong customer relationships through proactive...
-
Financial Service Consultant
1 week ago
Indianapolis, Indiana, United States Charles Schwab Full timeEmpowering Your Career with Charles SchwabCompany OverviewAt Charles Schwab, we're committed to making a difference in people's lives through innovative solutions and world-class service. Our purpose-driven culture empowers employees to take charge of their professional journey and make a positive impact in the finance industry.Estimated Salary: $46,000 -...
-
Indianapolis, Indiana, United States Charles Schwab Full timeCompany Overview:At Charles Schwab, we're dedicated to empowering our employees' personal and professional success. Our purpose-driven culture is focused on your development, providing you with the tools needed to make a positive impact in the finance industry.Salary: Starting compensation for this location ranges from $46,000 to $61,000 depending on related...
-
Customer Service Financial Representative
6 days ago
Indianapolis, Indiana, United States Peoples National Bank Full timePeoples National Bank: A Great Career OpportunityWe are seeking a highly skilled and customer-focused Relationship Banker to join our team at Peoples National Bank. This is an exciting opportunity for individuals who want to build a rewarding career in the financial services industry.Competitive Salary: $16-17 per hour, depending on experienceAbout the...
-
Customer Service Representative
6 days ago
Indianapolis, Indiana, United States Integrity Trade Services Full timeAbout UsWe are Integrity Trade Services, a leading provider of innovative solutions in the industry. Our mission is to deliver exceptional results and build long-lasting relationships with our clients.Job SummaryWe are seeking a highly motivated and detail-oriented Sales Trainee to join our team. As a Sales Trainee, you will be responsible for assisting our...
-
Financial Services Assistant
6 days ago
Indianapolis, Indiana, United States S&K Building Services Full timeWe are seeking a highly motivated Accounting Intern to join our team at S&K Building Services in Indianapolis, Indiana. This internship will provide valuable hands-on experience in accounting and financial principles, allowing the selected candidate to develop essential skills in a fast-paced environment.Job OverviewThis position involves assisting with...
-
Senior Financial Analyst
6 days ago
Indianapolis, Indiana, United States Creative Financial Staffing Full timeFinancial Staffing OpportunityThe company is a stable organization that values community service and teamwork. As a Senior Financial Analyst, you will be part of an amazing team with a hybrid schedule and access to great benefits, including 401k, Medical, Dental, and Life insurance.About the Role:You will report directly to the Controller and maintain...
-
Professional Financial Services Advisor
2 days ago
Indianapolis, Indiana, United States Charles Schwab Full timeDiscover a career where innovative thinking meets creative problem-solving at Charles Schwab. As a Licensed Financial Services Representative, you'll play a vital role in shaping the finance industry.About UsWe're committed to empowering our employees' personal and professional success through a supportive culture and focus on development. Our purpose-driven...
-
Financial Operations Specialist
3 days ago
Indianapolis, Indiana, United States Creative Financial Staffing Full timeAbout the RoleWe are seeking a highly skilled Financial Operations Specialist to join our team at Creative Financial Staffing. In this role, you will be responsible for managing full-cycle accounts payable and accounts receivable activities, including collections and escalation processes.ResponsibilitiesCompute, classify, record, and verify numerical data...
-
Indianapolis, Indiana, United States Community Choice Financial Family of Brands Full timeOverviewCommunity Choice Financial Family of Brands is one of the largest consumer specialty finance organizations in the U.S., providing its customers, team members, and communities with the Power of Choice through over 10 brands represented in more than 1,500 brick-and-mortar stores serving 24 states and online product offerings in 20 states.We are...
-
Financial Accountant
6 days ago
Indianapolis, Indiana, United States Creative Financial Staffing Full timeAbout the RoleAt Creative Financial Staffing, we are seeking an experienced Financial Accountant to join our team. The successful candidate will have a strong background in accounting and bookkeeping, with experience in managing full-cycle accounts payable and accounts receivable activities.ResponsibilitiesWe are looking for someone who can compute,...
-
HVAC Service Development Representative
7 days ago
Indianapolis, Indiana, United States Johnson Controls Full timeWe are seeking a skilled HVAC Service Development Representative to join our team at Johnson Controls. As a leading provider of smart, healthy, and sustainable building solutions, we aim to reimagine the performance of buildings to serve people, places, and the planet.In this role, you will have the opportunity to develop yourself through meaningful work...
-
Financial Operations Specialist
6 days ago
Indianapolis, Indiana, United States Creative Financial Staffing Full timeAbout the RoleThis position is responsible for managing the Company's financial operations, including accounting, accounts payable, and accounts receivable. The ideal candidate will have a solid understanding of US GAAP principles and controls governance.Key ResponsibilitiesManage the full cycle of AP & AR activities, including collections and escalation...
-
Financial Management Professional
6 days ago
Indianapolis, Indiana, United States Creative Financial Staffing Full timeCreative Financial Staffing is collaborating with a rapidly expanding organization to fill an Accounts Payable Manager position.Why Choose This Opportunity?The company offers very generous benefits, including health, vision, dental, and a 401k match.This role has promising longevity, as the organization is seeking someone for long-term growth.A hands-on...
-
Tax Expert for Financial Services
3 days ago
Indianapolis, Indiana, United States Jobot Full timeJob DescriptionWe are a dynamic and innovative financial services firm at the forefront of providing comprehensive solutions. With a commitment to excellence, we strive to create a collaborative and growth-oriented work environment where every team member plays a crucial role in our success.Cutting-Edge Expertise:Be part of a team renowned for its...
-
Financial Transactions Coordinator
1 month ago
Indianapolis, Indiana, United States Phaxis - Support Services Full timeJob DescriptionPhaxis - Support Services is seeking an experienced Accounts Payable Coordinator to prepare and examine financial records. The ideal candidate will have a strong background in accounting and finance, with excellent analytical and organizational skills.Key Responsibilities:Prepare and examine financial records, including invoices and...
-
Indianapolis, Indiana, United States Hill Region - Modern Woodmen of America Full timeAbout UsModern Woodmen of America, a fraternal benefit society founded in 1883 by Joseph Cullen Root, is seeking an experienced community leader to fill the role of Managing Partner in our Hill Region.OverviewWe are looking for an individual with strong leadership skills, a passion for sales and customer service, and experience in financial services. The...
-
Customer Service Representative
5 days ago
Indianapolis, Indiana, United States Domino's Franchise Full timeJob DescriptionAt Domino's Franchise, we're looking for a talented Customer Service Representative to join our team!Responsibilities:Operate all equipment safely and efficiently.Stock ingredients from the delivery area to storage, work area, and walk-in cooler.Prepare product for customers.Receive and process telephone orders.Take inventory and complete...
-
Customer Service Representative
6 days ago
Indianapolis, Indiana, United States Crew Carwash Full timeJob OverviewCrew Carwash is a leading provider of car washing services, committed to delivering exceptional customer experiences. We are seeking a Customer Service Representative to join our team.Compensation and BenefitsWe offer a competitive hourly rate of $15 - $16 per hour, plus incentive pay. Additionally, we provide daily pay options at no cost to you,...