Financial Services Representative
3 days ago
This is an exciting opportunity to join our insurance and finance team as an Insurance Sales Representative. In this role, you will be responsible for selling insurance products and services to clients, developing strong relationships, and meeting or exceeding sales targets.
Key Responsibilities:
- Identify and prospect potential clients through networking, referrals, and warm calling.
- Conduct needs assessments to understand clients' insurance requirements and provide appropriate product recommendations.
- Present and explain insurance policies, coverage options, and benefits to clients in a clear and comprehensive manner.
- Develop and maintain strong relationships with clients to ensure customer satisfaction and retention.
- Meet and exceed sales targets and performance metrics on a regular basis.
Qualifications:
- High school diploma or equivalent; a bachelor's degree in business, finance, or a related field is preferred.
- Valid insurance license (or the ability to obtain one within a specified timeframe).
- Previous experience in sales, preferably in the insurance industry, is a plus.
-
Financial Representative
6 days ago
South Woodstock, Connecticut, United States Anthony Quillian Insurance and Fina Full time**Career Overview:**We are seeking a driven and ambitious Financial Representative to join our team at Anthony Quillian Insurance and Finance. As a Financial Representative, you will be responsible for developing and implementing sales strategies to meet and exceed sales targets, building strong relationships with clients, and providing exceptional customer...
-
Financial Transaction Coordinator
3 days ago
South Woodstock, Connecticut, United States Quest Financial Full timeJob OverviewQuest Financial is a financial services company seeking an experienced Accounts Payable Specialist to join our team.The ideal candidate will have 3-5 years of experience in accounts payable and possess strong organizational skills, attention to detail, and excellent time management skills.ResponsibilitiesProcess invoices and payments in a timely...
-
Atlanta Based Service Representative
2 days ago
South Woodstock, Connecticut, United States American Leak Detection of Greater Atlanta Full timeWe are seeking a highly skilled Service Representative to join our team at American Leak Detection of Greater Atlanta. The estimated salary for this position is $38,000 - $58,000 per year.In this role, you will be responsible for answering customer inquiries, scheduling appointments, and dispatching/routing our technicians for daily jobs. Our customers rely...
-
Customer Service Representative II
4 days ago
South Woodstock, Connecticut, United States American Leak Detection of Greater Atlanta Full timeAbout the Role:American Leak Detection of Greater Atlanta is seeking a highly skilled Customer Service Representative to join our team. As a Customer Service Representative, you will be responsible for answering customer inquiries, scheduling appointments, and dispatching technicians. This role requires excellent communication skills, attention to detail,...
-
Front Desk Medical Representative
6 days ago
South Woodstock, Connecticut, United States Saint Vincent Physician Services, Inc Full timeWe are an equal employment opportunity employer committed to diversity and inclusion.About the RoleThe Patient Service Representative will be responsible for managing the front office operations of our physician practice, including scheduling appointments, handling phone calls and messages, and providing exceptional customer service. The ideal candidate will...
-
Business Financial Expert
3 weeks ago
South Windsor, Connecticut, United States Creative Financial Staffing Full timeAbout the Role:The Business Financial Expert will be responsible for assisting with financial reporting and analysis, forecasting and budgeting, key performance indicators analysis, pricing analysis and modeling, process improvement initiatives, and ad hoc projects.Company Overview:Creative Financial Staffing is a professional service firm with a diverse...
-
Financial Performance Analyst
3 weeks ago
South Windsor, Connecticut, United States Creative Financial Staffing Full timeWe are seeking a highly skilled Cost Accountant to join our team at Creative Financial Staffing. As a key member of our operations team, the successful candidate will play a critical role in enabling the continued growth of our company.Our company is experiencing significant growth due to both organic expansion and strategic acquisitions. This has led to an...
-
Customer Service Representative
2 days ago
South Woodstock, Connecticut, United States Ethan Allen Workforce Solutions Full timeJob Title: Front End CashierLocation: Woodstock, NYEstimated Salary: $16 per hourJob Summary:We are seeking a reliable and customer-focused Front End Cashier to join our team at Ethan Allen Workforce Solutions in Woodstock, NY. As a key member of our sales team, you will be responsible for processing customer transactions, handling customer inquiries, and...
-
Senior Business Development Representative
6 days ago
South Woodstock, Connecticut, United States Shield Industries Full timeWe are seeking a highly skilled Senior Account and Sales Representative to join our team at Shield Industries.About the RoleThis is an exceptional opportunity for a results-driven professional to drive business growth, expand our customer base, and develop strategic partnerships. As a Senior Account and Sales Representative, you will be responsible for...
-
Licensed Agent Representative
3 days ago
South Woodstock, Connecticut, United States HG Consulting Group LLC Full timeAbout the PositionThis full-time position offers a unique opportunity to grow your career as a Licensed Agent Representative with HG Consulting Group LLC. With a strong focus on relationship building and customer service, you will be responsible for processing payments, reporting claims, conducting policy reviews, and cross-selling existing customers with...
-
Patient Experience Representative
4 days ago
South Woodstock, Connecticut, United States Park Creek Dental Care Llc Full timeOpportunity OverviewPark Creek Dental Care Llc seeks an enthusiastic and detail-oriented Patient Experience Representative to join our team. In this role, you will play a critical part in ensuring that every patient has a positive experience from their initial contact through treatment completion.We are looking for someone who is passionate about delivering...
-
Senior Customer Relations Representative
1 week ago
South Woodstock, Connecticut, United States Savant LLC Full timeJob SummarySavant LLC is searching for an experienced Senior Customer Relations Representative to join our team. As an Account Manager Lead, you will be responsible for expanding our customer base and generating new sales opportunities.Main ResponsibilitiesThis role requires a strong understanding of our services and products, with the ability to communicate...
-
Sales Representative
2 days ago
South Woodstock, Connecticut, United States American Commercial Roofing, Inc. Full timeEstimated Salary: $65,000 per yearAbout the RoleWe are looking for a skilled Sales Representative to expand our commercial roofing services in Atlanta.You will be responsible for identifying and developing new business opportunities, building strong relationships with clients, and driving sales growth.American Commercial Roofing, Inc. offers a competitive...
-
Financial Services Representative
2 days ago
South Windsor, Connecticut, United States PeoplesBank Full timeOverview:PeoplesBank, the largest mutually chartered bank in Western Mass and Northern Connecticut, is seeking a talented individual to join our team as a Banker. With a strong focus on customer satisfaction and community involvement, we offer a dynamic and inclusive work environment.About the Role:This entry-level position requires excellent communication...
-
Financial Services Coordinator
1 day ago
South Windsor, Connecticut, United States Edward Jones Full time**About the Role**We are seeking a skilled Financial Services Coordinator to join our team at Edward Jones. As a key member of our branch office support team, you will play a critical role in helping clients achieve their long-term financial goals.This is a full-time position with a competitive salary range of $23.25 - $27.17 per hour. We offer a...
-
Customer Service Evaluator
2 weeks ago
South Woodstock, Connecticut, United States Remedy Corporation Full timeWe are seeking highly motivated individuals to join our Quality Assurance team as Customer Service Evaluators. As a valued member of our team, you will play a crucial role in assessing the performance of customer service departments across various companies.The Remedy Corporation has an ongoing need for talented evaluators like you, and we invite...
-
Financial Services Professional
1 week ago
South Windsor, Connecticut, United States Edward Jones Full timeWe are seeking a highly skilled Financial Services Professional to join our team at Edward Jones. As a key member of our branch office, you will play a crucial role in building and maintaining strong relationships with our clients.In this role, you will have the opportunity to work closely with our financial advisors to help clients achieve their long-term...
-
Billing Services Coordinator
18 hours ago
South Woodstock, Connecticut, United States Hughes Resources Full timeJob Title: Billing CoordinatorDescription:We are seeking a highly motivated and detail-oriented Billing Coordinator to join our team at Hughes Resources. As a Billing Coordinator, you will be responsible for managing our billing processes, ensuring accuracy and timeliness.Main Responsibilities:Manage billing cycles, including preparing and organizing...
-
Career Insurance Advisor
3 days ago
South Woodstock, Connecticut, United States HG Consulting Group LLC Full timeAbout the OpportunityWe are excited to offer a unique opportunity for a Career Insurance Advisor to join our team at HG Consulting Group LLC. As a Licensed Insurance Sales Representative, you will play a vital role in helping our customers achieve their insurance and financial goals.A base salary of $65,000 per year plus commissions creates a lucrative...
-
Customer Service Representative
7 days ago
South Woodstock, Connecticut, United States Rootstock Full timeAbout RootstockRootstock is a friendly, family-owned establishment in the heart of downtown Woodstock.Salary and BenefitsWe offer a competitive pay rate and opportunities for growth in our fast-paced service environment. The estimated annual salary for this position is $$30,000-$$35,000 based on experience and qualifications.Job DescriptionThis role involves...