Financial Services Representative
1 week ago
We are seeking a highly motivated and ambitious individual to join our team as a Financial Representative Trainee. As a key member of our sales team, you will embark on a comprehensive training program designed to equip you with the skills and knowledge necessary to excel in selling Individual Insurance products.
Program OverviewOur Financial Representative Trainee program is a structured curriculum that includes a combination of self-study and hands-on-experience projects. You will have the opportunity to develop a deep understanding of our products and services, as well as the skills required to provide holistic financial advice to clients.
Key Responsibilities- Develop and maintain relationships with clients to understand their financial needs and goals
- Provide personalized financial advice and recommendations to clients
- Oversee completion of content, proposals, and paperwork flow throughout the field and Home Office
- Ensure a seamless application and underwriting process
To be successful in this role, you will need to possess:
- A strong understanding of the Insurance/Financial Services industry, products, and marketing practices
- Excellent communication and interpersonal skills
- Ability to travel up to 50% of the work period and maintain a valid driver's license
- Knowledge of the CRD/FINRA background check process and ability to pass
We offer a comprehensive training program, competitive compensation, and opportunities for career advancement. As a Financial Representative Trainee, you will have the chance to develop a rewarding career in the Insurance industry and make a meaningful impact on the lives of our clients.
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Financial Services Representative
1 week ago
Coral Gables, Florida, United States Mutual of Omaha Full timeFinancial Representative TraineeAs 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.Program OverviewThis dynamic program includes a combination of self-study and hands-on-experience projects, all tailored to a...
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Financial Representative Trainee
3 days ago
Coral Gables, Florida, United States Mutual of Omaha Full timeUnlock Your Potential as a Financial Representative TraineeAre you driven to succeed in the financial services industry? We're seeking ambitious individuals to join our Accelerator Program, a comprehensive trainee experience designed to equip you with the skills and knowledge necessary to excel as a Financial Representative.What You'll Do:Participate in a...
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Financial Representative Trainee
2 weeks ago
Coral Gables, Florida, United States Mutual of Omaha Full timeUnlock Your Potential as a Financial Representative TraineeJoin Mutual of Omaha's comprehensive training program and embark on a rewarding career as a Financial Representative Trainee. This dynamic program is designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products.What We OfferCompetitive hourly...
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Financial Services Representative
4 weeks ago
Coral Springs, Florida, United States PNC Financial Services Group Full timeJob SummaryWe are seeking a highly motivated and customer-focused individual to join our team as a Personal Banker. As a Personal Banker, you will play a critical role in strengthening customer relationships and identifying opportunities to improve their financial well-being.Key ResponsibilitiesAcquire and deepen the branch customer base through proactive...
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Financial Representative Trainee
3 days ago
Coral Gables, Florida, United States Mutual of Omaha Full timeUnlock Your Potential in the Financial Services IndustryAre you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We're seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success.What We OfferComprehensive training and development...
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External Financial Reporting Manager
4 weeks ago
Coral Gables, Florida, United States Creative Financial Staffing Full timeAbout the RoleWe are seeking a highly skilled External Financial Reporting Manager to join our team at Creative Financial Staffing. As a key member of our financial reporting team, you will be responsible for preparing and analyzing financial reports, ensuring accuracy and completeness of disclosures, and collaborating with subsidiaries and corporate...
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Financial Services Professional
4 weeks ago
Coral Gables, Florida, United States First Horizon Advisors, Inc. Full timeAbout the RoleWe are seeking a highly skilled Financial Advisor to join our team at First Horizon Advisors, Inc. As a Financial Advisor, you will be responsible for developing and maintaining strong relationships with clients, providing expert financial guidance, and helping them achieve their financial goals.Key ResponsibilitiesDrive growth in your market...
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Financial Services Professional
4 weeks ago
Coral Gables, Florida, United States First Horizon Advisors, Inc. Full timeAbout the RoleWe are seeking a highly skilled Financial Advisor to join our team at First Horizon Advisors, Inc. As a Financial Advisor, you will be responsible for developing and maintaining strong relationships with clients, providing expert financial guidance, and helping them achieve their financial goals.Key ResponsibilitiesDrive growth in your market...
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Financial Services Professional
4 weeks ago
Coral Gables, Florida, United States First Horizon Advisors, Inc. Full timeAbout the RoleWe are seeking a highly skilled and motivated Financial Advisor to join our team at First Horizon Advisors, Inc. As a Financial Advisor, you will be responsible for developing and maintaining strong relationships with clients, providing expert financial guidance, and helping them achieve their financial goals.Key ResponsibilitiesDrive growth in...
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Financial Services Professional
4 weeks ago
Coral Gables, Florida, United States First Horizon Advisors, Inc. Full timeAbout the RoleAs a Financial Advisor with First Horizon Advisors, Inc., you will play a critical role in developing client relationships and partnerships with referral sources. You will be responsible for delivering valuable advice to clients, helping them achieve their financial goals and estate planning needs.Key Responsibilities:Drive growth in your...
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Financial Aid Analyst
4 weeks ago
Coral Gables, Florida, United States The University of Miami Full timeJob SummaryThe University of Miami seeks a highly skilled Financial Aid Analyst to join our team. As a key member of our Student Financial Services department, you will play a critical role in ensuring compliance with federal regulations and guidelines while providing accurate and timely financial aid information and support to students, parents, and other...
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Customer Service Representative
3 weeks ago
Coral Gables, Florida, United States Morgan White Group Full timeAbout Morgan White GroupMorgan White Group is a leading provider of innovative insurance solutions, dedicated to delivering exceptional customer service and quality products to our clients. With a strong commitment to growth and development, we are seeking a talented Customer Service Representative to join our team.Job SummaryWe are looking for a highly...
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Patient Access Representative 3
2 weeks ago
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Customer Service Representative
4 weeks ago
Coral Gables, Florida, United States Morgan White Group Full timeMorgan White Group is seeking a skilled Customer Service Representative to join our team. As a key member of our customer support department, you will be responsible for providing exceptional service to our clients, resolving issues, and ensuring customer satisfaction. **Key Responsibilities:** * Respond to customer inquiries and resolve issues in a...
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Patient Access Representative 3
3 weeks ago
Coral Gables, Florida, United States University of Miami Full timeJob SummaryWe are seeking a highly skilled Patient Access Representative 3 to join our team at the University of Miami. This role is responsible for overseeing the registration and financial clearance activities that facilitate reimbursement for services rendered by the department.Key ResponsibilitiesObtain, confirm, and enter demographic, financial, and...
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Customer Service Representative
1 month ago
Coral Gables, Florida, United States Ross Stores, Inc. Full timeJob Summary:The Customer Service Representative at Ross Stores, Inc. is responsible for delivering exceptional customer experiences. This role involves creating a welcoming atmosphere, engaging with customers, and providing assistance with purchases.Key Responsibilities:Ensure a positive shopping experience for customersMake eye contact, smile, and greet...
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Patient Access Representative 2
4 weeks ago
Coral Gables, Florida, United States The University of Miami Full time{"title": "Patient Access Representative 2", "description": "Job SummaryWe are seeking a highly skilled Patient Access Representative 2 to join our team at the University of Miami. As a key member of our healthcare team, you will be responsible for registering patients for clinical services, verifying insurance benefits, and collecting payments.Key...
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Customer Service Representative
4 weeks ago
Coral Gables, Florida, United States Sherwin-Williams Full timeAbout the RoleWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As a key member of our retail team, you will be responsible for providing exceptional customer service, building strong relationships with customers, and driving sales growth.Key ResponsibilitiesCustomer Service: Provide...
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Patient Access Representative 3
4 weeks ago
Coral Gables, Florida, United States University of Miami Full timeJob SummaryWe are seeking a highly skilled Patient Access Representative 3 to join our team at the University of Miami. As a key member of our Patient Access department, you will be responsible for overseeing the registration and financial clearance activities that facilitate reimbursement for services rendered by the department.Key ResponsibilitiesObtain,...
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Customer Service Representative
3 weeks ago
Coral Gables, Florida, United States The University of Miami Full timeJob Summary:We are seeking a highly skilled Customer Service Representative to join our team at the University of Miami. As a key member of our department, you will be responsible for providing exceptional customer service to patients and families, addressing their inquiries, and resolving their concerns in a timely and professional manner.Key...