Financial Services Representative

Job OverviewNew York Life Des Moines GO is seeking a highly motivated and results-driven Financial Services Representative to join our team. As a Financial Services Representative, you will play a critical role in helping clients achieve their financial goals by providing customized solutions through selling life insurance, investments, and long-term care...

About the RoleFarm Bureau Financial Services is seeking a skilled Claims Service Representative to join our team. As a Claims Service Representative, you will play a critical role in reviewing, investigating, and evaluating claims involving multi-line insurance coverage.Key ResponsibilitiesInvestigate facts of loss, interpret policy, and determine whether...

About the Role:Farm Bureau Financial Services is seeking a highly motivated and customer-focused individual to join our team as a Customer Experience Representative. In this role, you will be responsible for providing exceptional first call resolution service to our agents and customers from our inbound contact center.Key Responsibilities:Provide...

Key ResponsibilitiesWe are seeking a highly skilled Broker Dealer Trader II to join our team. In this role, you will provide exceptional service to registered representatives, investment advisors, and clients by resolving problems and answering questions about investment accounts.You will be responsible for:Providing daily phone support to registered...

Financial Services Sales Support ManagerAre you a customer service and financial services professional looking to take your career to the next level? We may have the opportunity for you at Farm Bureau Financial Services.We are seeking a Financial Services Sales Support Manager to lead, coach, develop, and support an internal sales support team. As a key...

Randstad is seeking a skilled Financial Services Representative to join their team in West Des Moines, IA. The ideal candidate will possess excellent customer service expertise, with a focus on resolving complex inquiries and complaints in the financial services industry. Key responsibilities include:Supporting internal and external customers with inquiries...

Financial Advisor OpportunityVision Financial Group, LLC is seeking a skilled Financial Advisor to assist clients in achieving their financial goals. The ideal candidate will possess a strong understanding of investments and asset management strategies, as well as excellent customer service and communication skills.Key Responsibilities:Meet with clients to...

Job DescriptionVision Financial Group LLC is seeking a highly skilled Tax Preparer to join their team. The ideal candidate will have a strong attention to detail and excellent customer service skills.The responsibilities of this role include:Tax Preparation and Entry:Prepare and accurately input tax data into software systems.Review financial records and...

Financial Representative Trainee OpportunityAt Mutual of Omaha, we are seeking a highly motivated and results-driven Financial Representative Trainee to join our team. As a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance...

Financial Advisor Role OverviewNew York Life Des Moines GO is seeking a talented Financial Advisor to join our team. As a Financial Advisor, you will play a critical role in helping clients achieve their financial goals and secure their financial futures.Key Responsibilities:Develop and maintain strong relationships with clients to understand their financial...

**About Us**Farm Bureau Financial Services offers a unique opportunity for a motivated and detail-oriented student to join our Audit Services team as a Financial Audit Services Graduate Intern. This internship is designed to provide hands-on experience in financial statement audits and support staff in the completion of control testing.**Company...

Insurance and Financial Services ProfessionalWe are seeking a highly skilled Insurance and Financial Services Professional to join our team at James Walford - State Farm Agent. As a key member of our team, you will be responsible for marketing and selling financial products that manage everyday risks.Key Responsibilities:Market and sell financial products to...

As a Financial Representative Trainee at Mutual of Omaha, you will develop skills to provide holistic financial advice to clients. Participate in a comprehensive program, demonstrate sales skills, and gain direct sales experience.**What We Can Offer:*** Hourly wage: $16/hour for up to 30 days* Promotion to Financial Representative with $36,000 annual base...

Financial Representative Trainee Role OverviewAt Mutual of Omaha, we're committed to helping our customers achieve their financial goals. As a Financial Representative Trainee, you'll play a critical role in delivering exceptional customer experiences and driving business growth.Key Responsibilities:Participate in a comprehensive training program to develop...

Financial Representative Trainee (Sales) OpportunityAt Mutual of Omaha, we're committed to helping our customers achieve their financial goals. As a Financial Representative Trainee, you'll play a key role in delivering exceptional customer experiences and driving business growth.Key Responsibilities:Participate in a comprehensive training program to develop...

Job Summary:We are seeking a highly motivated and results-driven Financial Representative Trainee to join our team. As a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products.Key Responsibilities:Participate in a...

Financial Representative Trainee OpportunityJoin our team of dedicated professionals 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.As a Financial Representative Trainee, you will participate in a structured...

Job SummaryWe are seeking a highly skilled and detail-oriented Case Manager to join our team at Sammons Financial Group. As a Case Manager, you will be responsible for providing exceptional service to our representatives and back offices, ensuring timely and accurate processing of new business and client services transactions.Key ResponsibilitiesServe as...

Job Summary: We are seeking a highly skilled Customer Service Representative to join our team at Bankers Trust. As a Customer Service Representative, you will be responsible for providing exceptional customer service, processing transactions efficiently, and identifying opportunities to cross-sell bank products.Key Responsibilities:Provide superior customer...

Job SummaryVeridian CU is seeking a highly skilled Customer Service Representative to join our team. As a Teller Service Representative, you will be responsible for providing exceptional member service by conducting transactions accurately, assisting members with their financial goals, and promoting Veridian products and services.Key Responsibilities Conduct...