Financial Services Representative
1 week ago
We are seeking a highly skilled and motivated Financial Representative to join our team at Western & Southern Life. As a Financial Representative, you will play a critical role in meeting the financial needs of our clients by providing expert advice and guidance on risk protection, financial security, and wealth creation.
Key Responsibilities- Market Analysis and Planning: Identify and develop effective marketing strategies to reach our target market.
- Client Acquisition and Retention: Prospect and network for new clients, and maintain strong relationships with existing clients to ensure their evolving financial needs are being met.
- Financial Solutions: Analyze client needs, understand financial products, and sell tailored solutions to meet their goals.
- Business Development: Develop and implement plans to increase sales, marketing, and service activities.
- Community Engagement: Proactively develop relationships with local businesses and organizations to cultivate and strengthen our presence in the community.
- Client Communication: Maintain accurate and timely records, and provide excellent communication to clients and stakeholders.
- Education: Minimum high school diploma or equivalent; college degree preferred.
- Skills and Knowledge: Strong work ethic, excellent interpersonal and communication skills, and ability to analyze client needs and understand financial products.
- Certifications and Licenses: Obtain and hold State Life and Health license prior to hire, and obtain and hold the FINRA SIE, Series 6 and Series 63 within one year of employment.
- Travel: Access to an automobile and ability to maintain a valid driver's license.
-
Financial Services Representative
3 weeks ago
Baton Rouge, Louisiana, United States Western & Southern Life Full timeJob Title: Financial RepresentativeJob Summary:The Financial Representative is a key role at Western & Southern Life, responsible for meeting the financial needs of middle-income clients. This involves educating clients, analyzing their needs, and recommending tailored solutions in an ethical and client-focused manner.Responsibilities:Market Development:...
-
Financial Services Representative
3 weeks ago
Baton Rouge, Louisiana, United States Fidelity Bank Full timeJob SummaryFidelity Bank is seeking a highly motivated and customer-focused Travel Financial Center Representative to join our team. As a key member of our financial center, you will be responsible for providing exceptional client service, operational excellence, and making appropriate referrals.Key ResponsibilitiesPerform teller transactions, balance and...
-
Financial Center Representative
3 weeks ago
Baton Rouge, Louisiana, United States Fidelity Bank Full timeJob DescriptionFidelity Bank is committed to creating a better future by acting with accountability and integrity alongside our customers and within our communities. Our legacy is built upon simple, enduring values and an unwavering commitment to the communities we serve. We pride ourselves on being part of a community-focused and team-oriented work culture...
-
Financial Services Coordinator
4 days ago
Baton Rouge, Louisiana, United States Kelly Services, Inc. Full timeJob SummaryWe are seeking a highly motivated and detail-oriented individual to join our team as a Client Services Associate. As a key member of our office, you will be responsible for maintaining a professional and organized work environment, providing exceptional client service, and supporting various projects and initiatives within our financial services...
-
Sales Representative
2 weeks ago
Baton Rouge, Louisiana, United States Chung Financial Group Full timeJob OpportunityWe are seeking a motivated and results-driven Remote Sales Representative to join our expanding sales team at Chung Financial Group.About UsWe are a dynamic and innovative leader in insurance, committed to delivering exceptional value to our customers. Our team is passionate about growth, driven by results, and focused on building a team that...
-
Customer Service Representative
3 weeks ago
Baton Rouge, Louisiana, United States Kelly Services, Inc. Full timeCustomer Service RepresentativeKelly Services, Inc is seeking a skilled Customer Service Representative to join their team.Key Responsibilities:Handle customer inquiries and resolve issues in a timely and professional manner.Provide solutions and alternatives to meet customer needs.Keep accurate records of customer interactions and process customer...
-
Patient Service Representative
4 weeks ago
Baton Rouge, Louisiana, United States Ochsner Health Full timeAbout the RoleWe are seeking a highly skilled and detail-oriented individual to join our team as a Patient Service Representative. In this role, you will be responsible for providing exceptional customer service to patients and guests, ensuring a positive experience from the moment they enter our facility.Key ResponsibilitiesProvide accurate and efficient...
-
Customer Service Representative
2 weeks ago
Baton Rouge, Louisiana, United States Pelican State Credit Union Full timeMember Service RepresentativeWe are seeking a highly motivated and customer-focused Member Service Representative to join our team at Pelican State Credit Union. As a key member of our team, you will be responsible for providing exceptional service to our members, assisting with their financial needs, and promoting our products and services.Key...
-
Financial Consultant
2 weeks ago
Baton Rouge, Louisiana, United States Meron Financial Agency Full timeUnlock Your Potential at Meron Financial AgencyAre you a driven individual looking for a career that offers financial success and personal freedom? Look no further than Meron Financial Agency. As a leading firm in the financial services industry, we empower individuals and businesses to achieve their financial goals through our client-centric approach,...
-
Electrical Services Representative
4 weeks ago
Baton Rouge, Louisiana, United States Chandler Services, LLC Full timeElectrical Service RepresentativeWe are a premier electrical company serving the Greater Baton Rouge and surrounding areas. Our team is dedicated to delivering exceptional service to our customers, and we're looking for a skilled Electrical Service Representative to join our team.Key Responsibilities:Take inbound calls and input client information into our...
-
Customer Service Representative
3 weeks ago
Baton Rouge, Louisiana, United States Neighbors FCU Full timeJob SummaryWe are seeking a highly skilled and customer-focused Contact Center Representative to join our team at Neighbors FCU. As a key member of our contact center, you will be responsible for providing exceptional service to our members, responding to their inquiries, and resolving their issues in a timely and professional manner.Key...
-
Client Relations Specialist
2 months ago
Baton Rouge, Louisiana, United States Lendmark Financial Services, LLC Full timePosition OverviewThe Customer Service Representative plays a crucial role in ensuring the smooth functioning of our operations at Lendmark Financial Services, LLC. This position is designed to assist in the management of daily activities and to provide exceptional service to our clients.Key ResponsibilitiesOversee the daily operations within the branch to...
-
Customer Service Representative
1 week ago
Baton Rouge, Louisiana, United States J and J Exterminating Full timeJob Title: Customer Service RepresentativeAt J&J Exterminating, Co., we are seeking a highly skilled and detail-oriented Customer Service Representative to join our team. As a key member of our customer-facing team, you will be responsible for providing exceptional service to our clients, addressing their concerns, and ensuring their satisfaction with our...
-
Customer Service Representative
4 weeks ago
Baton Rouge, Louisiana, United States Mitch Mula - State Farm Agent Full timeAbout the RoleWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Relations Representative. As a key member of our team, you will be responsible for establishing and maintaining strong relationships with our customers, identifying their needs, and providing them with tailored solutions to meet their insurance and...
-
Financial Services Associate
5 days ago
Baton Rouge, Louisiana, United States Baker Donelson Full timeJob OpportunityAbout the RoleBaker Donelson seeks a mid-level associate attorney with four or more years of debt finance experience to join its thriving Financial Services Transaction practice.Key ResponsibilitiesRepresenting lenders and borrowers on leveraged finance transactions, including drafting and negotiating credit agreements, intercreditor...
-
Member Services Representative
2 weeks ago
Baton Rouge, Louisiana, United States Baton Rouge Telco FCU Full timeJob SummaryWe are seeking a highly skilled Member Services Representative to join our team at the Goodwood Branch. As a key member of our team, you will be responsible for providing exceptional service to our members, processing financial transactions, and identifying opportunities to cross-sell products and services.Key ResponsibilitiesProcess member...
-
Financial Services Attorney
2 weeks ago
Baton Rouge, Louisiana, United States Baker Donelson Full timeJob DetailsDescriptionBaker Donelson seeks a mid-level associate attorney with four or more years of debt finance experience to join its thriving Financial Services Transaction practice. The ideal candidate will have experience representing lenders and borrowers on leveraged finance transactions, including drafting and negotiating credit agreements,...
-
Client Support Specialist
2 months ago
Baton Rouge, Louisiana, United States Lendmark Financial Services, LLC Full timePosition OverviewThe role of a Customer Service Representative at Lendmark Financial Services, LLC is essential in maintaining the smooth operation of our customer support initiatives. This position involves collaborating closely with the Branch Manager to ensure that all service-related tasks are executed efficiently and effectively.Key...
-
Customer Service Representative
1 month ago
Baton Rouge, Louisiana, United States Chandler Services, LLC Full timeAbout Chandler Services, LLCWe are a leading electrical solutions provider serving the Greater Baton Rouge area and its surroundings. With over 15 years of experience, we have established a reputation for delivering exceptional service to our clients. Our commitment to growth and development has enabled us to expand our operations and continue to thrive in...
-
Customer Service Representative
3 weeks ago
Baton Rouge, Louisiana, United States Laurin Maier - State Farm Agent Full timePosition OverviewWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Relations Representative. As a key member of our team, you will be responsible for establishing and maintaining strong relationships with our customers, identifying their needs, and providing them with tailored solutions to meet their insurance...