Financial Representative

7 days ago


Anaheim, California, United States Alex Mora - State Farm Agent Full time
Job Title: Financial Representative - State Farm Agent Team Member

Are you looking for a career in insurance and financial services? Do you want to work for a reputable company with a strong reputation? Look no further Our team at Alex Mora - State Farm Agent is seeking a qualified Financial Representative to join our team.

About Our Agency

Our agency has been in business for over 110 years, and we have a team of highly motivated individuals who are dedicated to helping our customers manage the risks of everyday life, recover from the unexpected, and realize their dreams. We offer a wide range of insurance and financial services, including auto insurance, home insurance, life insurance, retirement planning, business insurance, college planning, health insurance, and renters insurance.

Responsibilities
  • Establish customer relationships and follow up with customers, as needed.
  • Use a customer-focused, needs-based review process to educate customers about insurance options.
Requirements
  • Bilingual - Spanish required.
  • Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred.
  • Successful track record of meeting sales goals/quotas preferred.
  • Excellent interpersonal skills.
  • Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams.
  • Property and Casualty license (must be able to obtain).
  • Life and Health license (must be able to obtain).
  • Must be available to work the following schedule: 8:30 am to 5:30 pm M-F.
  • Bachelor's degree preferred.
Compensation

$65,000.00 per year.

We offer a competitive salary and benefits package, including 401(K) 4% match, salary plus commission/bonus, Monday-Friday fixed schedule, paid time off (vacation and personal/sick days), paid dental, paid vision, $300 a month for health insurance, and growth potential/opportunity for advancement within our office.



  • Anaheim, California, United States Northgate Markets Full time

    Job Title: Financial Sales Representative IIJob Summary:The Financial Sales Representative II position is responsible for promoting all financial services while maintaining excellent customer service and processing financial transactions accurately.Key Responsibilities:Promote all financial services and advise accurate information to customers regarding the...


  • Anaheim, California, United States Northgate Markets Full time

    Job Summary:The Financial Sales Representative II position at Northgate Markets is a dynamic role that requires excellent sales techniques to promote all financial services while maintaining exceptional customer service and processing financial transactions accurately.Key Responsibilities:Promote all financial services and provide accurate information to...


  • Anaheim, California, United States Northgate Markets Full time

    Job Summary:The Financial Sales Representative II position at Northgate Markets is a dynamic role that requires excellent sales techniques to promote all financial services while maintaining exceptional customer service and processing financial transactions accurately.Key Responsibilities:Promote all financial services and provide accurate information to...


  • Anaheim, California, United States Northgate Markets Full time

    Job Summary:The Financial Sales Representative II position at Northgate Markets is a key role in promoting all financial services while maintaining excellent customer service and processing financial transactions accurately.Key Responsibilities:Promote all financial services and provide accurate information to customers regarding the different financial...


  • Anaheim, California, United States Northgate Markets Full time

    Job Summary:The Financial Sales Representative II position at Northgate Markets is a dynamic role that requires excellent sales techniques to promote all financial services while maintaining exceptional customer service and processing financial transactions accurately.Key Responsibilities:Promote all financial services and provide accurate information to...

  • Sales Representative

    2 weeks ago


    Anaheim, California, United States Chung Financial Group Full time

    Job DescriptionWe are seeking a highly motivated and results-driven Sales Representative to join our team at Chung Financial Group. As a Sales Representative, you will play a crucial role in driving revenue growth by identifying and securing new business opportunities, nurturing client relationships, and delivering exceptional sales performance.Key...


  • Anaheim, California, United States Northgate Markets Full time

    Job Summary:The Financial Sales Representative II position at Northgate Markets is a dynamic role that requires excellent sales techniques to promote all financial services while maintaining exceptional customer service and processing financial transactions accurately.Key Responsibilities:Promote all financial services and provide accurate information to...


  • Anaheim, California, United States Northgate Markets Full time

    Job Title: Financial Sales AssociateJob Summary:We are seeking a highly motivated and customer-focused Financial Sales Associate to join our team at Northgate Markets. As a Financial Sales Associate, you will be responsible for promoting all financial services, providing excellent customer service, and processing financial transactions accurately.Key...


  • Anaheim, California, United States LOBEL FINANCIAL Full time

    Receptionist Job DescriptionLobel Financial is seeking a highly skilled Receptionist to join our team. As a Receptionist, you will be the first point of contact for customers and dealerships, providing exceptional customer service and support.Key Responsibilities:Answer and direct incoming phone calls in a professional and courteous manner.Manage and...


  • Anaheim, California, United States LOBEL FINANCIAL Full time

    Receptionist Job DescriptionWe are seeking a highly skilled and customer-focused Receptionist to join our team at Lobel Financial. As a Receptionist, you will be the first point of contact for our customers and dealerships, providing exceptional service and support.Key Responsibilities:Answer and direct incoming phone calls in a professional and courteous...


  • Anaheim, California, United States LOBEL FINANCIAL Full time

    Become an Integral Part of Lobel Financial Are you ready to elevate your customer service expertise? Lobel Financial, a prominent player in the automotive financing sector, is seeking individuals who are eager to develop their careers. Recognized among the top 20 in our industry, we are committed to creating a nurturing environment where your commitment and...


  • Anaheim, California, United States LOBEL FINANCIAL Full time

    Become an Integral Part of Lobel Financial Are you prepared to elevate your customer support expertise? Lobel Financial, a prominent player in the automotive financing sector, welcomes you to expand your career with us. Recognized among the top 20 in our industry, we take pride in cultivating a nurturing atmosphere where your commitment and ambition can lead...


  • Anaheim, California, United States Community Choice Financial Family of Brands Full time

    Job SummaryWe are seeking a highly skilled and customer-focused Customer Service Representative to join our team at Speedy Cash. As a key member of our team, you will be responsible for providing exceptional customer service, processing transactions, and maintaining a positive store environment.Key ResponsibilitiesForge connections with customers to...


  • Anaheim, California, United States KPC GLOBAL MEDICAL CENTERS INC. Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented Admitting Representative to join our team at KPC GLOBAL MEDICAL CENTERS INC. The successful candidate will be responsible for registering patients in a timely and professional manner, ensuring all necessary demographic and financial data is obtained and accurately documented into the ADT...


  • Anaheim, California, United States Stryker Full time

    About the RoleWe are seeking a highly motivated and results-driven Sales Representative to join our team at Stryker. As a Sales Representative, you will play a critical role in driving the sale of innovative medical products that improve patient outcomes and enhance the lives of healthcare professionals.Key ResponsibilitiesBuild and maintain strong...


  • Anaheim, California, United States Rollins Full time

    Job Title: B2B Outside Sales RepresentativeAt Rollins, we're committed to helping protect the world where we live, work, and play. As a Commercial/B2B Outside Sales Representative, you'll play a key role in achieving this mission.Job Summary:We're seeking a highly motivated and results-driven sales professional to join our team. As a Commercial/B2B Outside...


  • Anaheim, California, United States Partners Federal Credit Union Full time

    Job SummaryWe are seeking a highly skilled Member Service Representative II to join our team at Partners Federal Credit Union. As a key member of our sales and support team, you will be responsible for building long-term profitable relationships with our members by determining their financial needs and presenting and offering the best financial solutions.Key...


  • Anaheim, California, United States Eaglecu Full time

    Job SummaryWe are seeking a highly skilled and customer-focused Member Service Representative to join our team at Eaglecu. As a key member of our team, you will be responsible for providing exceptional service to our members by accurately and efficiently handling their financial and loan-related transactions.Key ResponsibilitiesProcess new accounts,...


  • Anaheim, California, United States Quantum Electronic Payments Full time

    Unlock Your Potential with Quantum ePayQuantum ePay is a full-service financial technology provider that helps business owners lower their costs, earn more money, and improve their quality of life. We're seeking a Technical Support Representative who will be responsible for deployment and technical support for hardware and payment gateways.Key...


  • Anaheim, California, United States Northgate Markets Full time

    Job Summary:The Customer Service Representative position is responsible for providing exceptional customer service in the store's front-end operations. This role requires supervising and directing all front-end activities and operations to ensure that the work shifts of personnel working at the front end contribute to the financial best interests of the...