Financial Services Representative
6 days ago
**Job Summary:**
We are seeking a highly motivated and results-driven Financial Services Representative to join our team at Western & Southern Life. As a Financial Services Representative, you will play a critical role in meeting the financial needs of our clients by providing expert advice and guidance on insurance and investment solutions.
Key Responsibilities- **Market Analysis and Planning:** Conduct thorough market analysis to identify opportunities and develop effective marketing plans to reach our target audience.
- **Client Acquisition and Retention:** Build and maintain strong relationships with clients to understand their financial needs and provide tailored solutions to meet those needs.
- **Sales and Service:** Effectively sell insurance and investment solutions to clients, and provide exceptional service to ensure their ongoing satisfaction.
- **Business Development:** Identify and pursue new business opportunities to drive growth and expansion.
- **Community Engagement:** Develop and maintain strong community relationships to build brand awareness and drive business growth.
- **Professional Development:** Stay up-to-date with industry trends and best practices to continuously improve skills and knowledge.
- **Education:** Minimum high school diploma or equivalent; college degree preferred.
- **Skills:** Strong interpersonal, relationship, and influence skills; effective communication skills; ability to analyze client needs and provide tailored solutions.
- **Certifications and Licenses:** Obtain and hold State Life and Health license prior to hire; obtain and hold the FINRA SIE, Series 6 and Series 63 within one year of employment.
- **Competitive Compensation and Benefits:** We offer a competitive salary and benefits package to our employees.
- **Opportunities for Growth and Development:** We are committed to helping our employees grow and develop their careers.
- **Collaborative and Supportive Team Environment:** We have a collaborative and supportive team environment that fosters open communication and teamwork.
-
Financial Services Representative
2 weeks ago
Cerritos, California, United States Workway, Inc. Full timeJob OverviewWorkway BancForce is a leading national staffing agency dedicated to connecting qualified candidates with exceptional career opportunities across various sectors. Our focus is on a candidate-centric approach, ensuring job seekers find their ideal positions.We are currently seeking a Financial Services Representative who will be responsible for...
-
Customer Service Representative
5 days ago
Cerritos, California, United States Speedy Cash Inc Full timeAbout Speedy Cash Inc.Speedy Cash Inc. is a leading provider of consumer financial products and services. We are committed to delivering exceptional customer experiences and building long-term relationships with our customers.Job SummaryWe are seeking a highly motivated and customer-focused Customer Service Representative to join our team. As a Customer...
-
Insurance Sales and Service Representative
5 days ago
Cerritos, California, United States Allstate Insurance Agency - Carl Johnson Full timeAbout the RoleWe are seeking a highly motivated and customer-focused Insurance Sales and Service Representative to join our team at Allstate Insurance Agency - Carl Johnson. As an Insurance Sales and Service Representative, you will play a critical role in helping our customers protect their assets and achieve their financial goals.Key...
-
Service Representative
4 days ago
Cerritos, California, United States Cerritos Nissan & Infiniti Full timeJob DescriptionAt Cerritos Nissan INFINITI, we are seeking a highly skilled Service Representative to join our team.Why Work with Us?We are a dynamic and customer-focused organization that values teamwork and excellence. Our Service Representatives play a critical role in ensuring our customers receive exceptional service and...
-
Service Representative
5 days ago
Cerritos, California, United States Cerritos Nissan & Infiniti Full timeJob DescriptionAt Cerritos Nissan INFINITI, we are seeking a highly skilled Service Representative to join our team.Why Work with Us?We are a dynamic and customer-focused organization that values teamwork and excellence. Our Service Representatives play a critical role in ensuring our customers receive exceptional service and...
-
Customer Service Representative
4 days ago
Cerritos, California, United States Qonten Full timeJob SummaryWe are seeking a highly skilled and experienced Customer Service Representative to join our team at Qonten. As a key member of our customer-facing team, you will be responsible for providing exceptional customer service and support to our clients.Key ResponsibilitiesRespond to customer inquiries and resolve issues in a timely and professional...
-
Customer Service Representative
5 days ago
Cerritos, California, United States Power Pro Plumbing Full timeJob SummaryWe are seeking a highly skilled Customer Service Representative/Dispatch Coordinator to join our team at Power Pro Plumbing. As a key member of our customer-facing team, you will be responsible for providing exceptional customer service, managing customer databases, and making outbound calls to ensure timely communication and resolution of...
-
Customer Service Representative
4 days ago
Cerritos, California, United States Jim Barr - State Farm Agent Full timeJob Summary:We are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative at Jim Barr - State Farm Agent. As a key member of our team, you will be responsible for providing exceptional customer experiences, building strong relationships, and driving business growth.Key Responsibilities:Customer...
-
Customer Service Representative
4 days ago
Cerritos, California, United States Jim Barr - State Farm Agent Full timeJob SummaryWe are seeking a highly motivated and customer-focused individual to join our team as a Receptionist - State Farm Agent Team Member. As a key member of our agency, you will play a vital role in providing exceptional customer experiences and promoting our premier insurance and financial service products.Key ResponsibilitiesCustomer Relationship...
-
Customer Service Representative/Dispatcher
4 days ago
Cerritos, California, United States Power Pro Plumbing Full timeJob DescriptionA dynamic and supportive Plumbing Company, Power Pro Plumbing, is seeking a skilled Customer Service Representative/Dispatcher to join our team. This role offers a unique opportunity for growth and development in a fast-paced environment.Key Responsibilities:Maintain the Service Technicians' daily schedules and dispatch them to service calls...
-
Financial Services Associate
1 week ago
Cerritos, California, United States AppleOne Full timeJob Summary:p>We are seeking an experienced Billing Clerk, possessing excellent organizational skills,a strong attention to detail,a high degree of accuracy,a commitment to quality,a passion for delivering exceptional results,a team-oriented mindset,a strong communication style,a willingness to learn,a flexibility,a proactive approach,a problem-solving...
-
Senior Financial Professional
3 days ago
Cerritos, California, United States Chugh LLP Full timeJob SummaryWe are seeking a highly skilled Senior Financial Professional to join our team at Chugh LLP. As a key member of our accounting and tax services team, you will be responsible for providing expert financial guidance to our clients.Key ResponsibilitiesFinancial Statement Audits: Conduct thorough audits of financial statements for various business...
-
Clinical Research Financial Analyst
2 weeks ago
Cerritos, California, United States Oncology Institute, Inc. Full timeFounded in 2007, The Oncology Institute of Hope and Innovation (TOI) is at the forefront of oncology, providing highly specialized, value-driven cancer care within community settings. TOI is committed to delivering state-of-the-art, evidence-based cancer treatment to over 1.7 million patients, encompassing clinical trials, stem cell transplants,...
-
Customer Service Sales Representative
2 weeks ago
Cerritos, California, United States Uniqlo Full timeCompensation: $17.00 / hourAs an Equal Opportunity Employer, UNIQLO USA is committed to fostering a diverse and inclusive workplace. We do not discriminate against applicants or employees based on race, color, creed, religion, sex, national origin, veteran status, disability, age, citizenship, marital or domestic/civil partnership status, sexual orientation,...
-
Customer Service Sales Representative
2 weeks ago
Cerritos, California, United States Uniqlo Co., Ltd. Full timeSalary: $17.00 / hour Position Overview: As a vital member of our retail team, the Sales Representative plays a crucial role in delivering exceptional customer service. Reporting directly to the Store Manager, you will engage with customers to understand their needs, provide insightful product information, and facilitate sales effectively. Key...
-
Financial Operations Specialist
2 weeks ago
Cerritos, California, United States OEC Group Full timeBecome a Key Player as a Financial Operations SpecialistOEC Group, a prominent player in the logistics sector, is on the lookout for a Financial Operations Specialist to enhance our Accounting Division. We prioritize our workforce and provide a competitive compensation package, comprehensive benefits, Paid Time Off, and avenues for career advancement.About...
-
Customer Service Representative
4 days ago
Cerritos, California, United States Wal-Mart Stores , Inc. Full timeJob SummaryWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative & Front End Associate. As a key member of our store team, you will play a vital role in providing exceptional customer service and ensuring a positive shopping experience for our customers.Key ResponsibilitiesCustomer Service:...
-
Sales Representative
4 days ago
Cerritos, California, United States Power Pro Plumbing Full timeJob OverviewPower Pro Plumbing is seeking a highly motivated and experienced Sales Representative to join our team. As a Sales Representative, you will be responsible for building and maintaining relationships with customers, identifying sales opportunities, and providing exceptional customer service.Key ResponsibilitiesDevelop and execute sales strategies...
-
Sales Representative
4 days ago
Cerritos, California, United States Power Pro Plumbing Full timeJob OverviewPower Pro Plumbing is seeking a highly motivated and experienced Sales Representative to join our team. As an Outside Sales Professional, you will be responsible for representing our company and creating new customer leads.Key Responsibilities:Develop and maintain relationships with existing customers to ensure their satisfaction and...
-
Financial Professional
6 days ago
Cerritos, California, United States InBody USA Full timeAbout InBody USAInBody USA is a leading company in the health metrics field, revolutionizing the industry with innovative technology and devices. Our products are trusted by top research facilities, fitness centers, hospitals, and health centers around the world because of their accuracy, reproducibility, and ease-of-use.About the RoleWe are seeking a highly...