Insurance and Financial Services Representative
2 days ago
We are seeking a highly motivated and customer-focused Insurance and Financial Services Representative to join our team at James Grossi - State Farm Agent. As a key member of our team, you will be responsible for establishing customer relationships, following up with customers, and using a customer-focused, needs-based review process to educate customers about insurance options.
Responsibilities:- Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
- Use a customer-focused, needs-based review process to educate customers about insurance options.
- Establish customer relationships and follow up with customers, as needed.
- Interest in marketing products and services based on customer needs.
- Excellent communication skills - written, verbal and listening.
- People-oriented.
- Detail oriented.
- Proactive in problem solving.
- Able to learn computer functions.
- Ability to work in a team environment.
- 401k.
- Salary plus commission/bonus.
- Health benefits.
- Paid time off (vacation and personal/sick days).
- Growth potential/Opportunity for advancement within my agency.
- Hiring Bonus.
-
Financial Services Representative
3 weeks ago
New York, New York, United States Equitable Services Full timeAbout Equitable ServicesEquitable Services is a leading wealth management firm dedicated to helping individuals and businesses achieve their financial goals. Our mission is to provide exceptional customer service and deliver customized financial solutions that address the evolving needs of our clients.Job SummaryWe are seeking a highly motivated and...
-
Insurance Customer Service Representative
2 weeks ago
New York, New York, United States Farm Bureau Financial Services Full timeAbout the Role:We are seeking a highly skilled and customer-focused Member Service Representative to join our team at Farm Bureau Financial Services. As a key member of our organization, you will play a critical role in delivering exceptional customer service and ensuring the smooth operation of our policy billing processes.Key Responsibilities:Process daily...
-
Financial Services Representative
3 weeks ago
New York, New York, United States Equitable Services Full timeAbout Equitable ServicesEquitable Services is a leading provider of financial services, dedicated to helping individuals and businesses achieve their long-term financial goals. Our team of experienced professionals is committed to delivering exceptional customer service and providing tailored financial solutions to meet the unique needs of our clients.Job...
-
Financial Services Representative
3 weeks ago
New York, New York, United States Equitable Services Full timeAbout Equitable ServicesEquitable Services is a leading provider of financial services, dedicated to helping individuals and businesses achieve their long-term financial goals. Our team of experienced professionals is committed to delivering exceptional customer service and providing tailored financial solutions to meet the unique needs of our clients.Job...
-
Financial Services Representative
3 weeks ago
New York, New York, United States Equitable Services Full timeAbout Equitable ServicesEquitable Services is a leading provider of financial services, dedicated to helping individuals and businesses achieve their long-term financial goals. Our team of experienced professionals is committed to delivering exceptional customer service and providing tailored financial solutions to meet the unique needs of our clients.Job...
-
Financial Services Representative
1 month ago
New York, New York, United States FLUSHING FINANCIAL CORP Full timeOur Commitment to Community: Flushing Financial Corp has been a vital part of the community for over 90 years, dedicated to providing exceptional support and services to individuals, families, professionals, and businesses.We offerOUR EMPLOYEES: Comprehensive Medical, Dental, & Vision Insurance, Short and Long Term Disability, Group Term Life Insurance, 401K...
-
Financial Services Professional
1 week ago
New York, New York, United States Fifth Avenue Financial Full timeFinancial Services Representative OpportunityFifth Avenue Financial is seeking a skilled Financial Services Representative to contribute to our team's success. This role offers a 100% commission-based compensation structure, directly tied to individual performance. Our office is located in New York, NY, and we require our representatives to work on a hybrid...
-
Insurance Service Representative
3 weeks ago
New York, New York, United States New York Life Full timeAbout the RoleWe are seeking a highly skilled and customer-focused Service Analyst to join our team at New York Life. As a Service Analyst, you will be responsible for providing exceptional service to our clients by processing financial and non-financial transactions with accuracy and efficiency.Key ResponsibilitiesProcess routine and complex financial and...
-
Financial Services Professional
7 days ago
New York, New York, United States Fifth Avenue Financial Full timeJob OpportunityFifth Avenue Financial is seeking a Financial Services Representative to fill a key role in our organization.Key Responsibilities:Build a portfolio of customers and provide tailored financial advice to meet their specific needs and objectives.Analyze customer financial situations and offer financial services and insurance products that align...
-
Financial Services Representative
1 month ago
New York, New York, United States Catholic Charities of the Archdiocese of Newark Full timeJob OverviewCatholic Charities of the Archdiocese of Newark is in search of a Full-Time Financial Services Representative for its Patient Account program.ROLE RESPONSIBILITIES:The Financial Services Representative will manage all patient information within the designated systems, conduct client insurance verifications, and monitor client authorizations and...
-
Financial Services Representative
2 days ago
New York, New York, United States Northwestern Mutual - Madison Ave Full timeJob Title: Entry-Level Financial AdvisorWe are seeking a highly motivated and strategic individual to fill an entry-level financial representative position at Northwestern Mutual - Madison Ave. This role offers a promising job outlook and opportunities for growth and development.Key Responsibilities:Create customized financial plans for clients based on...
-
Financial Services Relationship Manager
3 days ago
New York, New York, United States Stifel Financial Full timeJob SummaryWe are seeking a highly skilled and experienced Financial Services Relationship Manager to join our team at Stifel Financial. As a key liaison between our clients and our investment solutions, you will be responsible for ensuring that our clients have access to the full range of investment solutions available to them.Key ResponsibilitiesDevelop...
-
Surety Account Representative
2 weeks ago
New York, New York, United States Alliant Insurance Services Full timeJob SummaryWe are seeking a highly skilled Surety Account Representative to join our team at Alliant Insurance Services. As a Surety Account Representative, you will be responsible for providing exceptional customer service and support to our clients, while also driving business growth and retention.Key ResponsibilitiesDiscuss strategy with producers or...
-
Financial Services Representative
1 week ago
New York, New York, United States edwin mata - State Farm Agent Full timeJob OpportunityWe are seeking a highly motivated and customer-focused professional to join our team as a Financial Services Position State Farm Agent Team Member. As a key member of our team, you will play a vital role in helping our business grow through value-based conversations and exceptional customer experiences.ResponsibilitiesProvide exceptional...
-
Customer Service Representative
2 weeks ago
New York, New York, United States Mary Alice Ubal - State Farm Agent Full timeAbout Our AgencyOur mission is to help people manage the risks of everyday life, recover from the unexpected, and realize their dreams.We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Business Insurance, Health Insurance, and Renters Insurance.Job ResponsibilitiesEstablish customer...
-
Financial Services Advisor
5 days ago
New York, New York, United States Ameriprise Financial Services, LLC Full timeAssociate Financial AdvisorWe are seeking a highly motivated and detail-oriented Associate Financial Advisor to join our team at Ameriprise Financial Services, LLC. As an Associate Financial Advisor, you will play a critical role in building relationships with clients and providing personalized financial advice and recommendations.Key...
-
New York, New York, United States Alan Wheeler - State Farm Agent Full timeJob OverviewWe are seeking a highly motivated and customer-focused professional to join our team as an Insurance and Financial Services Position - State Farm Agent Team Member. As a key member of our team, you will play a vital role in helping our business grow through value-based conversations and exceptional customer experiences.ResponsibilitiesProvide...
-
Financial Representative
5 days ago
New York, New York, United States Catholic Charities of the Archdiocese of Newark Full timeJob Title: Financial RepresentativeCatholic Charities of the Archdiocese of Newark is seeking a skilled Financial Representative to join its team in Newark, New Jersey.Job Summary:The Financial Representative will be responsible for maintaining patient data, verifying client insurance, tracking authorizations and claim denials, and assisting with...
-
Student Financial Services Representative
2 days ago
New York, New York, United States Marymount Manhattan Col Full timeJob Title: Student Financial Services RepresentativeJob Summary:The Student Financial Services Representative is a key member of the Center for Student Services team, providing exceptional customer service to students, parents, and faculty. This entry-level position requires strong communication skills, attention to detail, and the ability to work in a...
-
Insurance and Financial Services Consultant
4 weeks ago
New York, New York, United States PrecisionHire Systems Full timeJob OverviewAt PrecisionHire Systems, we are dedicated to delivering outstanding financial and insurance solutions tailored to our clients' needs. Our commitment to integrity, innovation, and personalized service empowers clients to achieve their financial aspirations and secure their future.Position: Skilled Insurance Consultant & Financial Services...