Current jobs related to Financial Services Representative - Chicago, Illinois - Elvia Solis - State Farm Agent


  • Chicago, Illinois, United States OneMain Financial Full time

    At OneMain Financial, we empower customers by providing access to friendly, fast, and affordable financing for life's expenses. As a Consumer Loan Sales Specialist, you will learn the lending and servicing business, allowing you to grow your career.Key Responsibilities:Deliver results related to individual and branch sales goals, as well as customer...


  • Chicago, Illinois, United States OneMain Financial Full time

    At OneMain Financial, we empower customers by providing access to friendly, fast, and affordable financing for life's expenses. As a Consumer Loan Sales Specialist, you will learn the lending and servicing business, allowing you to grow your career.Key Responsibilities:Deliver results related to individual and branch sales goals as well as customer...


  • Chicago, Illinois, United States OneMain Financial Full time

    At OneMain Financial, we empower customers by providing access to friendly, fast, and affordable financing for life's expenses. As a Consumer Loan Sales Specialist, you will learn the lending and servicing business, allowing you to grow your career.Key Responsibilities:Deliver results related to individual and branch sales goals, as well as customer...


  • Chicago, Illinois, United States OneMain Financial Full time

    About the Role:At OneMain Financial, we empower customers by providing access to friendly, fast, and affordable financing for life's expenses. As a Consumer Loan Sales Specialist, you will learn the lending and servicing business, allowing you to grow your career.Key Responsibilities:Deliver results related to individual and branch sales goals as well as...


  • Chicago, Illinois, United States BMO Financial Group Full time

    About the Role:We are seeking a highly motivated and customer-focused individual to join our team as an Associate Financial Services Representative. In this role, you will be responsible for delivering exceptional service to our customers and prospects, identifying their needs, and providing advice and guidance on financial solutions that meet their...


  • Chicago, Illinois, United States Chicago Financial Search Full time

    Job Title: Client Services RepresentativeAre you a seasoned professional with experience in managing the full financial services institutional client lifecycle? Do you have expertise in building client relationships and acting as a customer advocate?We are seeking a highly skilled Client Services Representative to join our team at a premier financial...


  • Chicago, Illinois, United States Chicago Financial Search Full time

    Client Services RepresentativeWe are seeking a highly skilled Client Services Representative to join our team at Chicago Financial Search. As a key member of our team, you will be responsible for managing the full institutional client lifecycle, building strong relationships with key decision-makers, and ensuring compliance with regulatory requirements.Key...


  • Chicago, Illinois, United States US Marketing Group Inc Full time

    Job OpportunityWe are seeking a highly motivated and ambitious individual to join our team as a Financial Representative. As a licensed agent, you will have the opportunity to work with clients and help them achieve their financial goals.Our company, US Marketing Group Inc, has been in business for over 20 years, providing support and guidance to agents...


  • Chicago, Illinois, United States Eric Bielinski - State Farm Agent Full time

    Customer Service RepresentativeWe are seeking a dedicated and customer-focused individual to join our team as a Customer Service Representative. As a key member of our team, you will play a vital role in providing exceptional service to our customers, responding to their inquiries, and addressing their concerns in a timely and professional...


  • Chicago, Illinois, United States Wintrust Financial Full time

    Job SummaryWe are seeking a highly skilled and customer-focused Customer Service Representative to join our team at Wintrust Financial. As a key member of our banking team, you will be responsible for providing exceptional customer service and support to our clients.Key ResponsibilitiesProcess a variety of financial transactions, including check cashing,...


  • Chicago, Illinois, United States Wintrust Financial Full time

    Financial Advisor RoleAt Wintrust Financial, we're seeking a skilled Financial Advisor to join our team. As a Financial Advisor, you'll play a crucial role in helping our clients achieve their financial goals.Key Responsibilities:Build strong relationships with clients and prospectsDevelop and implement comprehensive financial plansProvide expert advice on...


  • Chicago, Illinois, United States Northern Trust Full time

    About Northern Trust:Northern Trust is a leading financial institution with a rich history dating back to 1889. We provide innovative financial services and guidance to the world's most successful individuals, families, and institutions. Our commitment to service, expertise, and integrity has earned us a reputation as a trusted partner in the financial...


  • Chicago, Illinois, United States Enova International Full time

    Job OpportunityWe are seeking a skilled Collections Representative to join our team at Enova International. As a leading financial technology company, we provide online financial services through our AI and machine learning-powered Colossus platform.The successful candidate will be responsible for contacting customers, negotiating effectively to identify...


  • Chicago, Illinois, United States Moody Bible Institute Full time

    As a Financial Services Representative at Moody Bible Institute, you will play a critical role in providing exceptional customer service to students, faculty, and staff. Your primary responsibility will be to process and record financial transactions, ensuring accuracy and efficiency in all aspects of cash handling.Key Responsibilities:Receive, verify, and...


  • Chicago, Illinois, United States Credit Union 1 Full time

    Job OverviewCredit Union 1 is a leading financial institution that values its employees and members. We are seeking a highly motivated and professional Relationship Banker to join our team.The ideal candidate will have excellent communication and customer service skills, as well as the ability to work in a fast-paced environment. As a Relationship Banker,...


  • Chicago, Illinois, United States Northern Trust Full time

    About Northern Trust:Northern Trust is a leading financial institution with a rich history dating back to 1889. As a Fortune 500 company, we have established ourselves as a trusted partner for individuals, families, and institutions seeking innovative financial solutions.Our commitment to service, expertise, and integrity has enabled us to build a strong...


  • Chicago, Illinois, United States Credit Union 1 Full time

    Job OverviewCredit Union 1 is a well-established and respected financial institution that offers a range of benefits and opportunities for career growth.We are seeking a highly motivated and friendly individual to join our team as a Relationship Banker. As a Relationship Banker, you will be responsible for providing financial and account services to members...


  • Chicago, Illinois, United States Eric Bielinski - State Farm Agent Full time

    About the RoleWe are seeking a highly motivated and customer-focused individual to join our team as a Financial Account Representative. As a key member of our team, you will play a vital role in providing exceptional service to our customers, ensuring their needs are met, and helping them achieve their goals.Key ResponsibilitiesCustomer Support: Provide...


  • Chicago, Illinois, United States Eric Bielinski - State Farm Agent Full time

    About the RoleWe are seeking a highly motivated and customer-focused individual to join our team as a Financial Account Representative. As a key member of our team, you will play a vital role in providing exceptional service to our customers, ensuring their needs are met, and exceeding their expectations.Key ResponsibilitiesCustomer Support: Provide prompt...

  • Financial Consultant

    1 month ago


    Chicago, Illinois, United States Discover Financial Services Full time

    Job Title: Principal Financial ConsultantDiscover Financial Services is seeking a highly skilled Principal Financial Consultant to join our team. As a key member of our Finance & Corporate Services organization, you will play a critical role in providing financial and business analysis support to enhance decision making.Key Responsibilities:Drive project...

Financial Services Representative

2 months ago


Chicago, Illinois, United States Elvia Solis - State Farm Agent Full time
About Us

At Elvia Solis - State Farm Agent, we are a trusted partner in our customers' lives, providing them with protection and peace of mind. With years of experience and a commitment to exceptional customer service, we have built a strong reputation as a leader in the industry.

Role and Responsibilities

As a Financial Services Representative with Elvia Solis - State Farm Agent, you will play a crucial role in helping individuals and families protect what matters most to them. Your key responsibilities will include:

  1. Insurance Sales and Customer Acquisition: Engaging with potential customers to understand their insurance needs and recommending personalized insurance and financial products that align with their unique requirements.
  2. Lead Generation and Business Development: Proactively seeking out new business opportunities through various channels, including referrals, networking events, and community involvement.
  3. Consultative Selling and Customer Relationship Management: Conducting in-depth consultations with customers, identifying their coverage needs, and presenting suitable solutions in a clear and understandable manner. Building strong and lasting relationships with clients, ensuring their satisfaction, and providing ongoing support.
  4. Team Collaboration and Sales Performance: Working closely with our team to achieve individual and team sales targets and contribute to the overall success of the agency.
Qualifications

To excel in this role, we are seeking candidates with the following qualifications:

  • Sales Experience and Customer Service Skills: Prior experience in sales or customer service is preferred, but we welcome individuals with a genuine passion for sales and a determination to succeed.
  • Communication and Interpersonal Skills: Excellent verbal and written communication abilities to effectively convey insurance concepts and provide top-notch customer service.
  • Customer-Centric and Goal-Oriented: A strong commitment to providing outstanding service and building long-term relationships with clients. A self-motivated and goal-driven individual with a proven track record of meeting and exceeding sales targets.
  • Insurance Knowledge and Industry Awareness: While not required, familiarity with insurance products and industry practices will be advantageous.
  • Bilingual Spanish
Benefits

We offer a range of benefits to support your career growth and well-being, including:

  • Ongoing training and development opportunities to enhance your skills and knowledge.
  • A supportive and collaborative team that feels like family.
  • Opportunities for career growth and advancement within the agency.
  • Salary plus commission/bonus.
  • Paid time off (vacation and personal/sick days).
  • Growth potential/Opportunity for advancement within my office.
Work Schedule

We are open weekdays from 9AM-5PM and Saturdays from 9AM-1PM.

Compensation

The salary range for this position is $38,000.00 - $55,000.00 per year.