Financial Services Representative
3 weeks ago
As a Financial Services Representative with Terry Stone - State Farm Agent, you will play a key role in marketing and selling financial products that help customers manage everyday risks. With a strong understanding of financial products and a customer-focused approach, you will educate customers on their financial options and provide expert advice to help them achieve their financial goals.
Key Responsibilities- Use a customer-centric approach to educate customers about insurance options and provide personalized recommendations.
- Work closely with the agent to establish and meet marketing goals, develop leads, and schedule appointments.
- Identify customer needs and market appropriate financial products and services.
- Bachelor's degree in finance, economics, accounting, or a related field.
- Must be able to obtain relevant financial service licenses.
- Proven experience working as a financial services representative.
- Strong knowledge of financial legislation and regulations.
- Proficiency in Microsoft Office applications.
- Excellent analytical, organizational, and problem-solving skills.
- Effective communication and customer service skills.
- Competitive salary and commission/bonus structure.
- Paid time off (vacation and personal/sick days).
- Health benefits and profit sharing.
- Growth potential and opportunities for advancement within the agency.
This is a remote position with a flexible work environment.
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Financial Services Representative
3 weeks ago
Nashville, Tennessee, United States Cornerstone Financial Credit Union Full timeJob DescriptionWe are seeking a highly skilled and customer-focused Universal Associate to join our team at Cornerstone Financial Credit Union. As a key member of our team, you will be responsible for providing exceptional service to our members by processing transactions accurately, educating them about our products and services, and promoting our credit...
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Financial Services Representative
4 weeks ago
Nashville, Tennessee, United States Abe Barwegen - State Farm Agent Full timeUnlock Your Potential as a Financial Services RepresentativeAre you a motivated and customer-focused individual looking to launch a rewarding career in the insurance industry? Do you thrive in a dynamic team environment and enjoy building strong relationships with clients? If so, we invite you to explore this exciting opportunity as a Financial Services...
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Financial Services Representative
4 weeks ago
Nashville, Tennessee, United States Ascend Federal Credit Union Full timeJob SummaryWe are seeking a highly skilled and motivated Financial Services Representative to join our team at Ascend Federal Credit Union. As a Financial Services Representative, you will be responsible for providing exceptional member service, promoting credit union services, and developing new business opportunities.Key ResponsibilitiesProvide consistent,...
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Financial Services Representative
3 weeks ago
Nashville, Tennessee, United States Ascend Federal Credit Union Full timeJob SummaryWe are seeking a highly skilled and motivated Financial Services Representative to join our team at Ascend Federal Credit Union. As a key member of our branch team, you will be responsible for providing exceptional member service, promoting credit union services, and contributing to the overall success of our organization.Key...
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Financial Services Consultant
4 weeks ago
Nashville, Tennessee, United States Financial & Tax Architects LLC Full timeJob DescriptionAs a Financial Services Consultant at Financial & Tax Architects LLC, you will play a crucial role in helping clients achieve their retirement goals. With a strong focus on sales and a drive for success, you will work with High-Quality Prospects (HQP) to deliver exceptional financial services.Responsibilities:Meet with HQPs to understand their...
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Financial Services Representative
4 weeks ago
Nashville, Tennessee, United States Ascend Federal Credit Union Full timeAbout UsAscend Federal Credit Union is a leading financial institution in Middle Tennessee, serving over 260,000 members with a strong focus on employee growth and development.Job SummaryWe are seeking a highly motivated and customer-focused Financial Services Representative to join our team. As a key member of our branch team, you will be responsible for...
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Financial Services Representative
2 weeks ago
Nashville, Tennessee, United States Ascend Federal Credit Union Full timeJob DescriptionThe Financial Services Representative will assist members with various financial services, including account opening and maintenance, loan origination, and cash handling.Key ResponsibilitiesProvide exceptional customer service to members, responding to inquiries and resolving issues in a timely and professional manner.Assist with account...
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Customer Service Representative
3 weeks ago
Nashville, Tennessee, United States Advance Financial Full timeAbout the RoleWe are seeking a highly skilled Customer Service Representative to join our team at Advance Financial. As a Customer Service Representative, you will be responsible for providing world-class customer service to our clients, assisting them with loan applications, and working with team leads to meet and exceed monthly goals.Key...
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Financial Services Professional
3 weeks ago
Nashville, Tennessee, United States The PNC Financial Services Group, Inc Full timeJob SummaryWe are seeking a highly skilled Financial Services Professional to join our team at The PNC Financial Services Group, Inc. As a key member of our organization, you will be responsible for providing exceptional financial planning and investment advice to our clients.Key ResponsibilitiesConsult with clients to understand their financial goals and...
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Financial Services Representative
3 weeks ago
Nashville, Tennessee, United States Ascend Federal Credit Union Full timeJob SummaryWe are seeking a highly motivated and customer-focused Financial Services Representative to join our team at Ascend Federal Credit Union. As a key member of our branch team, you will be responsible for providing exceptional service to our members, promoting credit union services, and contributing to the growth and success of our organization.Key...
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Financial Services Professional
4 weeks ago
Nashville, Tennessee, United States Wood Financial Group Full timeFinancial Advisor OpportunityWe are seeking a highly motivated and experienced Financial Advisor to join our team at Wood Financial Group. As a key member of our organization, you will play a critical role in helping our clients achieve their financial goals and objectives.Key Responsibilities:Develop and implement customized financial plans for...
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Customer Service Representative
2 months ago
Nashville, Tennessee, United States Advance Financial Full timeAbout the RoleWe are seeking a highly skilled and customer-focused Overnight Customer Service Representative to join our team at Advance Financial. As a key member of our customer service team, you will be responsible for providing exceptional service to our customers, resolving their inquiries and concerns in a timely and professional manner.Key...
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Financial Services Professional
3 weeks ago
Nashville, Tennessee, United States Creative Financial Staffing Full timeOur client, a leading financial service firm in Tennessee, is seeking a highly skilled Tax Compliance Specialist to join their team. This role offers a unique opportunity to work with a stable and family-oriented company that has been a trusted partner for over 50 years.The ideal candidate will possess a strong background in accounting and finance, with a...
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Customer Service Representative
2 months ago
Nashville, Tennessee, United States Advance Financial Full timeAbout the RoleWe are seeking a highly skilled and customer-focused Overnight Customer Service Representative to join our team at Advance Financial. As a key member of our customer service team, you will be responsible for providing exceptional service to our customers, both in person and over the phone.Key ResponsibilitiesCustomer Service: Provide...
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Financial Services Representative
3 days ago
Nashville, Tennessee, United States Bankers Life Full timeWe are seeking ambitious individuals to join our team of Insurance Agents and Financial Representatives at Bankers Life. With a passion for helping others achieve their financial goals, you will excel in this career by utilizing our award-winning training to equip you with the knowledge, skills, and financial strategies needed for success.Our team comes from...
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Customer Service Representative
2 months ago
Nashville, Tennessee, United States Advance Financial Full timeAbout the RoleWe are seeking a highly skilled and customer-focused Overnight Customer Service Representative to join our team at Advance Financial. As a key member of our customer service team, you will be responsible for providing exceptional service to our customers, both in person and over the phone.Key ResponsibilitiesCustomer Service: Provide...
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Customer Service Representative
4 weeks ago
Nashville, Tennessee, United States Advance Financial Full timeAbout the RoleWe are seeking a highly skilled and customer-focused individual to join our team as a Customer Service Representative. As a key member of our customer service team, you will be responsible for providing exceptional service to our customers, assisting with loan applications, and working collaboratively with team leads to meet and exceed monthly...
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Life Insurance Sales Representative
4 weeks ago
Nashville, Tennessee, United States Karlo Financial Full timeJob OverviewKarlo Financial is seeking a highly motivated and results-driven Remote Life Insurance Sales Representative to join our team. As a key member of our sales team, you will be responsible for connecting with potential clients, understanding their unique needs, and providing personalized life insurance solutions.Key Responsibilities:Develop and...
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Financial Services Representative
4 weeks ago
Nashville, Tennessee, United States Hunter Bolden - State Farm Agent Full timePosition OverviewAs a State Farm Insurance Agent located in Nashville, TN, we are seeking a highly motivated and career-oriented professional to join our team. As a State Farm team member for Hunter Bolden - State Farm Agent, you will build and develop customer relationships within the community to promote State Farm products, including auto, home, and life...
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Career Opportunities in Financial Services
4 weeks ago
Nashville, Tennessee, United States The Hahnlen Agency Full timeJob OverviewWe are seeking highly motivated individuals to join our team as Financial Services Representatives. As a representative, you will have the opportunity to work in a dynamic and growing industry, with a focus on providing exceptional customer service and building strong relationships with clients.Key Responsibilities:Provide personalized service to...