Financial Services Representative
6 days ago
At Spieldenner Financial Group, we're seeking ambitious professionals to join our Mortgage Protection team.
About Our TeamWe're a dynamic group of individuals who share a passion for helping American families protect their largest asset: the ability to make an income.
Job Duties and ResponsibilitiesAs a member of our team, your primary focus will be on:
- Setting Appointments: Establishing relationships with potential clients through scheduled meetings to discuss mortgage protection coverage.
- Research and Analysis: Conducting in-depth research to customize options that meet each client's financial needs.
- Client Meetings: Presenting options, discussing details, and assisting clients with the application process.
- Administrative Support: Facilitating client applications through underwriting by following up with insurance carriers.
We're looking for individuals who possess:
- A growth mindset and a willingness to learn and grow with our company.
- The ability to work independently and as part of a team.
- Excellent communication and interpersonal skills.
As a member of our team, you can expect:
- A flexible work-from-home environment that promotes work-life balance.
- Competitive compensation packages and commission structures.
- Ongoing training and support to help you succeed in your role.
We're committed to creating a positive and inclusive work environment that fosters growth and success. If you're passionate about helping others and driven to succeed, we encourage you to apply.
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Financial Services Representative
3 weeks ago
Los Angeles, California, United States Providence Financial and Insurance Services, Inc. Full timeJob Title: Financial Services RepresentativeWe are seeking a skilled Financial Services Representative to join our dynamic team at Providence Financial and Insurance Services, Inc. The ideal candidate will have a proven track record of efficiently opening new accounts for clients while adhering to regulatory standards.The estimated salary range for this...
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Financial Services Representative
18 hours ago
Los Angeles, California, United States Providence Financial and Insurance Services, Inc. Full timeCompany OverviewWe are Providence Financial and Insurance Services, Inc., a dynamic financial advisory firm committed to delivering exceptional service in a positive work environment. Our company culture prioritizes fostering growth opportunities and comprehensive benefits for our employees.We strive to provide a great company culture that encourages...
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Financial Services Representative
3 weeks ago
Los Angeles, California, United States BMO Financial Group Full timeAbout the RoleAs a Retail Relationship Banker at BMO Financial Group, you will have the opportunity to work in a dynamic and fast-paced environment where no two days are the same. 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...
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Financial Services Representative
2 days ago
Los Angeles, California, United States Fidelity Investments Full timeRole DescriptionFidelity Investments is looking for a Financial Services Representative to join our team. In this role, you will be responsible for building relationships with current and potential clients to grow our business.As a Financial Services Representative, you will work in partnership with our advisor teams to understand client needs and develop...
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Financial Services Representative
2 days ago
Los Angeles, California, United States Beer Financial Group Full timeCompany OverviewBeverly Financial Group is a dynamic organization driven by a vision of making a lasting impact on individuals and communities. Our team of advisors plays a vital role in helping clients achieve financial security, empowering them through education, motivation, and consistent support to reach their goals and improve their lives tenfold.
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Financial Services Representative
3 weeks ago
Los Angeles, California, United States First Credit Finance Full timeJob OverviewFirst Credit Finance, a growing auto finance company in the San Fernando Valley, is seeking a highly skilled Financial Services Representative. This full-time entry-level position offers a competitive salary and benefits package.As a Financial Services Representative, you will be responsible for reviewing and verifying automobile loan...
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Financial Services Representative
4 weeks ago
Los Angeles, California, United States Interplace Full time**Job Title:** Financial Services Representative**About Interplace:**We are a dynamic company seeking a highly skilled Financial Services Representative to join our team. As an Accounts Receivable Clerk, you will play a vital role in meeting sales quotas, providing exceptional customer service, and maintaining high levels of customer...
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Financial Services Representative
4 days ago
Los Angeles, California, United States Citigroup, Inc. Full timeAt Citigroup, Inc., we are seeking a skilled and customer-focused individual to join our team as a Financial Services Representative. As a key member of our Branch Service team, you will play a vital role in delivering exceptional service to our internal and external customers.The successful candidate will be responsible for executing all service...
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Financial Services Representative
3 days ago
Los Angeles, California, United States Modern Woodmen of America Full timeCompany OverviewModern Woodmen of America is a leading fraternal benefit society dedicated to securing futures with financial guidance and products. Founded in 1883, we've been focused on helping members protect their families and their futures through our financial representatives.
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Financial Services Representative
3 weeks ago
Los Angeles, California, United States The Fadil Group Full timeAs a Financial Representative with The Fadil Group of Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored...
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Financial Services Representative
4 days ago
Los Angeles, California, United States Zig Tekeste Agency Full timeAt Zig Tekeste Agency, we are seeking a highly skilled Financial Services Representative to join our team. As a Bank Specialist, you will play a crucial role in educating and transacting bank products with niche groups.Key Responsibilities:Maintain company certification to market bank products, including loans, credit cards, and checking/saving...
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Financial Services Compliance Specialist
3 weeks ago
Los Angeles, California, United States Pls Financial Services, Inc. Full timeCompany OverviewPLS Financial Services, Inc. is a leading retail provider of alternative financial services. The company is headquartered in Chicago and operates over 200 financial service centers across 12 states. PLS provides consumers with convenient financial products and services to manage their day-to-day financial needs.Salary and BenefitsThe...
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Financial Services Relationship Executive
3 weeks ago
Los Angeles, California, United States PNC Financial Services Group Full timeAbout PNCPNC Financial Services Group is a leading provider of financial services, committed to delivering exceptional customer experiences and fostering an inclusive workplace culture. Our team members are united in their passion for helping customers achieve their financial goals. We're seeking a highly skilled professional to join our Corporate Banking...
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Financial Service Liaison
3 weeks ago
Los Angeles, California, United States Providence Financial and Insurance Services, Inc. Full timeJob SummaryProvidence Financial and Insurance Services, Inc. is a dynamic team in the financial services sector. We are seeking an experienced Client Service Associate to join our team.Job DescriptionMain ObjectivesTo provide exceptional client service by communicating directly with clients to understand and service their financial needs.To collaborate with...
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Financial Services Coordinator
3 weeks ago
Los Angeles, California, United States Providence Financial and Insurance Services, Inc. Full timeCompany OverviewProvidence Financial and Insurance Services, Inc. is a thriving financial planning firm that values excellence and growth.We pride ourselves on being a small, privately-owned company that provides top-notch financial services to our clients.
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Los Angeles, California, United States Tax Relief Helpers Full timeKey ResponsibilitiesAs a Customer Service Representative for Financial Solutions, you will engage with prospective clients via telephone calls, evaluate their tax issues, and provide tailored solutions to help them regain financial stability.Other key responsibilities include maintaining accurate documentation, adhering to regulatory standards, and...
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Financial Services Coordinator
3 weeks ago
Los Angeles, California, United States Providence Financial and Insurance Services, Inc. Full timeJob OverviewWe are looking for a talented individual to fill the role of Client Service Associate at Providence Financial and Insurance Services, Inc.Estimated Salary: $65,000 per yearKey ResponsibilitiesDevelop and maintain relationships with clients to meet their financial needs.Stay up-to-date on company products and services to provide expert advice.Work...
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Financial Services Professional
3 weeks ago
Los Angeles, California, United States Providence Financial and Insurance Services, Inc. Full timeJob Overview">As a Financial Advisor Associate with Providence Financial and Insurance Services, Inc., you will play a vital role in helping clients achieve their financial goals. We are seeking a motivated and results-driven professional to join our team.">Salary and Benefits">We offer a competitive base salary of $80,000 per year, plus commission from the...
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Financial Services Specialist
3 weeks ago
Los Angeles, California, United States Providence Financial and Insurance Services, Inc. Full timeJob OverviewWe are seeking a dedicated and results-driven New Account Specialist to join our dynamic financial services team. This role involves efficiently opening new accounts for clients, adhering to all regulatory and compliance standards.Key Responsibilities:Open new accounts for clients in a timely manner, ensuring accuracy and attention to...
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Senior Client Advisor
3 weeks ago
Los Angeles, California, United States PNC Financial Services Group Full time**PNC Financial Services Group Overview**PNC is a leading financial services organization that prides itself on its inclusive and accessible workplace culture. We value our employees' contributions and provide opportunities for growth and development.This role offers a unique opportunity to join our Commercial Banking organization as a Relationship Manager...