Financial Services Professional
2 weeks ago
At Ahida Garcia State Farm Agency, we are seeking a highly motivated and customer-focused Sales Representative to join our dynamic team. This role requires you to be bilingual in Spanish and have excellent interpersonal and communication skills.
Job DescriptionWe are looking for an individual with a proven track record in sales or customer service roles, who is passionate about helping others and has a genuine desire to make a positive impact on people's lives.
Key Responsibilities:- Establish relationships with customers and understand their unique insurance needs.
- Educate customers on available insurance products and services.
- Assist customers in selecting appropriate insurance coverage to meet their requirements.
- Cross-sell and upsell State Farm products to maximize customer benefits.
- Process policy changes, payments, and claims efficiently.
- Strong passion for helping others and a genuine desire to make a positive impact on people's lives.
- Able to adapt to changing situations and handle multiple tasks simultaneously.
- A proactive and goal-oriented mindset, driven to meet and exceed sales targets.
- Exceptional problem-solving abilities and attention to detail.
- 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: $50,000 - $70,000 per year.
- Paid time off (vacation and personal/sick days).
-
Financial Services Professional
5 days ago
Philadelphia, Pennsylvania, United States PNC Financial Services Group Full timeJoin Our TeamWe are seeking a skilled Financial Services Professional to join our team at PNC Financial Services Group. As a key member of our Retail Branch organization, you will be responsible for providing exceptional customer service and support to our clients in the Philadelphia, PA area.Main Responsibilities:Develop and maintain relationships with...
-
Financial Professional Opportunity
6 days ago
Philadelphia, Pennsylvania, United States Global Financial Impact - Shannon Hunter Full timeCompany OverviewGlobal Financial Impact, a leading provider of financial services, is seeking highly motivated and competent individuals to join our team as Financial Professionals. Our company offers a unique opportunity for individuals to develop their skills and build a successful career in the financial industry.Estimated Salary Range: $36,000 - $125,000...
-
Financial Services Professional
6 days ago
Philadelphia, Pennsylvania, United States Glenmede Trust Co Full timeCompany OverviewGlenmede Trust Co is a leading financial services organization dedicated to empowering clients' financial futures. With over 65 years of experience, we have established ourselves as a trusted partner for private wealth, endowment, and foundation management clients.About the RoleWe are seeking an experienced Relationship Management Services...
-
Lead Financial Services Professional
6 days ago
Philadelphia, Pennsylvania, United States American Heritage Credit Union Full timeAbout the RoleThis is an exciting opportunity for a skilled Financial Services Manager to join our dynamic team at American Heritage Credit Union. As a key member of our leadership team, you will be responsible for overseeing branch operations, managing staff, and ensuring seamless execution of daily tasks.Key responsibilities include:Providing guidance and...
-
Junior Financial Services Professional
1 week ago
Philadelphia, Pennsylvania, United States MassMutual Eastern PA Full timeKey ResponsibilitiesThe successful candidate will assist senior advisors in managing client relationships, including responding to client inquiries and providing excellent customer service. They will also help prepare and develop comprehensive financial plans tailored to clients' needs and goals. In addition, they will analyze financial data and client...
-
Senior Financial Services Professional
5 days ago
Philadelphia, Pennsylvania, United States Wealth Enhancement Group Full timeAbout Our TeamWe are a dynamic team at Wealth Enhancement Group, passionate about delivering exceptional service and support to our clients. We are looking for a skilled and experienced Sr. Client Service Associate to join our team and contribute to our mission of enriching the lives of our clients.Job DescriptionIn this key role, you will be responsible for...
-
Financial Professional
1 week ago
Philadelphia, Pennsylvania, United States Asociacion Puertorriquenos En Marcha Inc Full timeJob OverviewWe are seeking a highly skilled Finance Director to join our team at Asociación Puertorriqueños en Marcha (APM). This is an exciting opportunity for a motivated and detail-oriented professional to take on a key leadership role in our organization.ResponsibilitiesOversee all fiscal activities, including accounting, budgeting, and financial...
-
Financial Professional
7 days ago
Philadelphia, Pennsylvania, United States LyTa Corporation Full timeJob DescriptionWe are seeking a Financial Professional to contribute to the financial success of LyTa Corporation. The successful candidate will be responsible for preparing and analyzing financial records, including financial statements, taxes, and other financial reports.Key Responsibilities:Prepare and examine accounting records, ensuring accuracy and...
-
Philadelphia, Pennsylvania, United States Liberty Personnel Services, Inc Full timeAbout the RoleWe are seeking an Entry-Level Staff Accountant to join our team. This hybrid opportunity offers a chance to gain hands-on experience in financial reporting, budgeting, and account analysis while enjoying the flexibility of working in-office just 6 days per month.Key Responsibilities:Prepare and maintain journal entries and detailed account...
-
Global Financial Career
6 days ago
Philadelphia, Pennsylvania, United States Global Financial Impact - Shannon Hunter Full timeUnlock Your Earning PotentialAs a Financial Professional with Global Financial Impact, you will have the opportunity to earn unlimited income through a performance-based bonus structure. This means that your earnings will be directly tied to your success in meeting sales targets and providing exceptional customer service.Job OverviewWe are seeking highly...
-
Financial Services Manager
6 days ago
Philadelphia, Pennsylvania, United States Ryabyy Region - Modern Woodmen of America Full timeAbout Ryabyy Region - Modern Woodmen of AmericaRyabyy Region is part of Modern Woodmen of America, a member-owned fraternal financial services organization with over 700,000 members. Our team focuses on building successful teams in the financial services industry, with a strong background in leadership and management.About the RoleThis role is an excellent...
-
Tax Professional
4 weeks ago
Philadelphia, Pennsylvania, United States JUMPING JACK TAX - PHILADELPHIA - ERIE AVENUE Full timeAt JUMPING JACK TAX - PHILADELPHIA - ERIE AVENUE, we are seeking highly skilled Tax Professionals to join our team. As a Tax Professional, you will be responsible for providing exceptional customer service and expertise in tax preparation and financial services.We offer a competitive salary of $15.00-$20.00 per hour, based on experience, and the opportunity...
-
Customer Service Representative
2 weeks ago
Philadelphia, Pennsylvania, United States PNC Financial Services Group Full timeJob OverviewPNC Financial Services Group is seeking a highly motivated and customer-focused individual to join our team as a Part Time Teller. This role is an excellent opportunity for individuals who are passionate about delivering exceptional customer service and have a strong desire to learn and grow within the banking industry.
-
Travel Healthcare Professional
4 weeks ago
Philadelphia, Pennsylvania, United States Specialty Professional Services Full timeTele Nursing Opportunity in Philadelphia, PAWe are seeking a skilled Tele nurse to join our team at Specialty Professional Services in Philadelphia, PA.Estimated Salary: $140,000 - $170,000 per year, depending on experience and location.About the RoleThis 3x12 rotating shift position requires a current PA license or compact license. The ideal candidate will...
-
Director of Financial Services
1 week ago
Philadelphia, Pennsylvania, United States Centri Business Consulting Full timeJob SummaryCentri Business Consulting is seeking an experienced Senior Accounting Professional to lead our accounting advisory services. This individual will work closely with clients to provide expert guidance on financial matters, including IPO readiness, M&A transactions, and SEC compliance.The estimated salary for this position is $180,000 - $220,000 per...
-
Financial Services Educator
5 days ago
Philadelphia, Pennsylvania, United States The Risk Management Association Full timeRemote Contract OpportunityWe are seeking a seasoned banking professional to join our team as a part-time contract instructor. As a Financial Services Educator, you will have the opportunity to share your expertise and knowledge with learners from all over the United States, Canada, and Puerto Rico.The RoleDeliver virtual training sessions on risk management...
-
Philadelphia, Pennsylvania, United States Spartan Placements, LLC Full timeFinancial Analysis and Assurance Professional Job Description:This exciting opportunity is available for a skilled Financial Analysis and Assurance Professional to join our team at Spartan Placements, LLC. The successful candidate will be responsible for conducting audits, analyzing financial data, and providing assurance services to clients across various...
-
Philadelphia, Pennsylvania, United States Specialty Professional Services Full timeWe are seeking a highly skilled Outpatient nurse to join our team at Specialty Professional Services in Philadelphia, PA.This is a fantastic opportunity for a medical professional looking to advance their career in a fast-paced environment.Responsibilities include working a 5x8 days shift schedule, holding a current RN License, and possessing current BLS...
-
Financial Services Director
1 week ago
Philadelphia, Pennsylvania, United States Children's Crisis Treatment Center Full timeFinancial Management Expert SoughtThe Children's Crisis Treatment Center in Philadelphia is hiring a highly skilled accounting professional for a Senior Accounting Manager position. In this role, you will oversee financial reporting, general accounting, and audit compliance, ensuring timely and accurate data for informed decision-making.Key...
-
Financial Auditor Professional
4 weeks ago
Philadelphia, Pennsylvania, United States Spartan Placements, LLC Full timeSpartan Placements, LLC seeks a dedicated Financial Auditor Professional to join our team.Job Summary:We are looking for an experienced and skilled Financial Auditor Professional to assist in planning and executing audits for clients in various industries, ensuring compliance with GAAP and other relevant standards.Key Responsibilities:Audit Planning and...