Current jobs related to Financial Services Representative State Farm Agent Team Member - Canonsburg, Pennsylvania - Grant Buckner - State Farm Agent
-
Canonsburg, Pennsylvania, United States Grant Buckner - State Farm Agent Full timeJob DescriptionAs a Financial Services Representative with Grant Buckner State Farm, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an...
-
Canonsburg, Pennsylvania, United States Grant Buckner - State Farm Agent Full timeJob OverviewAs a vital member of the Grant Buckner - State Farm Agent team, you will play a key role in our daily business operations and customer success. Your primary responsibility will be to develop and maintain client relationships in insurance and financial services, providing clients with comprehensive financial planning and insurance advice.Key...
-
Customer Service Representative
2 weeks ago
Canonsburg, Pennsylvania, United States Grant Buckner - State Farm Agent Full timeJob OverviewAs a Customer Service Representative for Grant Buckner - State Farm Agent, you will play a key role in promoting the growth of our agency. Your creativity and strategy will help shape our brand's public image and cultivate existing client relationships. You will work closely with the agent to develop and implement marketing campaigns that expand...
-
Customer Service Representative
2 weeks ago
Canonsburg, Pennsylvania, United States Matthew Moser - State Farm Agent Full timeJob OverviewWe are seeking a highly skilled and customer-focused individual to join our team as a Customer Relations Representative at The Matthew Moser State Farm Agency.Key ResponsibilitiesEstablish and maintain strong relationships with clients through exceptional customer service and follow-up communication.Provide accurate and timely information to...
-
Customer Service Representative
2 weeks ago
Canonsburg, Pennsylvania, United States State Farm Insurance Full timeCustomer Service RepresentativeAt State Farm Insurance, we're looking for a Customer Service Representative to join our team. As a key member of our customer service team, you'll be responsible for providing exceptional service to our customers, answering their inquiries, and resolving their issues in a timely and professional manner.Key...
-
Business Development Representative
2 weeks ago
Canonsburg, Pennsylvania, United States Grant Buckner - State Farm Agent Full timeJob OpportunityGrant Buckner - State Farm Agent is seeking a skilled Business Insurance Position to join our team. As a key member, you will be responsible for identifying customer needs and marketing appropriate products and services. Your knowledge of insurance products and industry trends will enable you to communicate effectively with clients and develop...
-
Canonsburg, Pennsylvania, United States Grant Buckner - State Farm Agent Full timeJob OverviewAs a vital member of the Grant Buckner State Farm team, you will play a crucial role in our daily business operations and customer success. Your primary responsibility will be to grow our agency through meaningful client relationships and acting as a liaison between customer needs and agency departments. You will improve the lives of our...
-
Insurance Sales Professional
2 weeks ago
Canonsburg, Pennsylvania, United States Grant Buckner - State Farm Agent Full timeJob OverviewGrant Buckner - State Farm Agent is seeking a skilled and empathetic professional to join our team as a Life/Health Insurance Position. As a customer-focused expert, you will market and sell the best Life/Health insurance services and products to benefit clients and their families. Your sales experience will enable you to continually grow your...
-
Insurance Sales Professional
2 weeks ago
Canonsburg, Pennsylvania, United States Grant Buckner - State Farm Agent Full timeJob OpportunityGrant Buckner - State Farm Agent is seeking a skilled Insurance Sales Professional to join their team. As a Competitive Producer, you will be responsible for identifying customer needs and marketing appropriate products and services. Your knowledge of insurance products and industry trends will enable you to communicate effectively with...
-
Insurance Sales Specialist
1 week ago
Canonsburg, Pennsylvania, United States Grant Buckner - State Farm Agent Full timeJob DescriptionGrant Buckner State Farm is seeking a highly organized and efficient professional to fulfill administrative duties and support insurance agents in gaining and keeping customers. As an Insurance Sales Specialist with our agency, your attention to detail, dedication to client relations, and sales-mindedness equip you for this versatile position....
-
Client Service Representative
1 week ago
Canonsburg, Pennsylvania, United States Cetera Financial Group Full timeThis role supports Financial Advisors in managing their day-to-day Investment practice, enhancing customer service levels, and experience.The Client Service Representative works directly with Registered Representatives to prepare and process client paperwork, perform client financial transactions, maintain client relationships, schedule appointments, and...
-
Client Services Representative
1 week ago
Canonsburg, Pennsylvania, United States Cetera Financial Group Full timeJob DescriptionThis role supports Financial Advisors (Registered Representatives) in their day-to-day Investment practice, enhancing customer service levels and experiences. The Client Services Representative works directly with Registered Representatives to prepare and process client paperwork, perform client financial transactions, maintain client...
-
Client Services Representative
2 weeks ago
Canonsburg, Pennsylvania, United States Cetera Financial Group Full timeAbout the RoleThis is a part-time Client Services Representative position working approximately 20-25 hours/week in a hybrid environment with the potential to turn into a full-time position. The ideal candidate will support Financial Advisors (Registered Representatives) with running their day-to-day Investment practice while enhancing the customer service...
-
Financial Services Advisor
2 months ago
Canonsburg, Pennsylvania, United States Modern Woodmen of America Full timeThe ideal candidate will provide tailored investment strategies to assist clients in achieving their long-term financial aspirations. They should be adept at formulating financial plans and meticulously verifying details to ensure the utmost accuracy of information. About You Entrepreneurial Spirit – approaches professional challenges with determination,...
-
Customer Service Representative
2 months ago
Canonsburg, Pennsylvania, United States A.C Company Full timeJob Summary:A.C. Coy Company is seeking a highly skilled and experienced Customer Service Representative to join our team. As a key member of our customer-facing team, you will be responsible for providing exceptional customer service and support to our clients.Responsibilities:Customer Service: Respond to customer inquiries and resolve issues in a timely...
-
Client Services Coordinator
2 weeks ago
Canonsburg, Pennsylvania, United States Cetera Financial Group Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Client Services Representative to support our Financial Advisors in their day-to-day investment practice. This role is ideal for individuals who enjoy working in a fast-paced environment and are passionate about delivering exceptional customer service.Key ResponsibilitiesAct as a liaison...
-
Financial Operations Assistant
1 week ago
Canonsburg, Pennsylvania, United States Creative Financial Staffing Full timeWe are seeking a detail-oriented and motivated Accounting Clerk to join our team at Creative Financial Staffing. This role requires a team player who is willing to assist in various accounting functions, including data entry, accounts payable/receivable, and document management.Key Responsibilities:Assist with data entry for accounting recordsProcess and...
-
Financial Operations Manager
2 weeks ago
Canonsburg, Pennsylvania, United States Creative Financial Staffing Full timeAbout the Company:Creative Financial Staffing is a leading provider of water management solutions for the oil and gas industry. We are known for delivering innovative, sustainable, and cost-effective services. Our company is committed to fostering a collaborative and dynamic work environment, focusing on growth, integrity, and professionalism in all business...
-
Customer Service Representative
2 weeks ago
Canonsburg, Pennsylvania, United States Aston Carter Full timeJob Title: Customer Service Representative (BTB)Job SummaryThe Owner Relations Agent I will handle a variety of tasks to support landowners and internal departments. Responsibilities include scanning documents into the internal database, creating and monitoring Salesforce accounts/cases, preparing and mailing Change of Address and ACH forms, processing...
-
Customer Service Representative
1 week ago
Canonsburg, Pennsylvania, United States Citizens Full timeAbout the RoleCitizens is seeking a highly motivated and customer-focused Customer Service Representative to join our team. As a key member of our branch team, you will be responsible for providing exceptional customer service and support to our customers.Key Responsibilities Greet customers in our lobbies and provide assistance with their banking needs...
Financial Services Representative State Farm Agent Team Member
2 months ago
As a Financial Services Representative with Grant Buckner State Farm, you will play a key role in marketing and selling financial products that help manage everyday risks. Your expertise in financial products will enable you to provide consultative advice to customers, helping them make informed decisions about their financial options.
Key Responsibilities- Customer-Focused Approach: Use a customer-centric review process to educate customers about insurance options and provide personalized recommendations.
- Marketing and Sales: Work with the agent to establish and meet marketing goals, develop leads, schedule appointments, and identify customer needs to market appropriate products and services.
- Education: Bachelor's degree in finance, economics, accounting, or a related field.
- Licenses and Certifications: Must be able to obtain relevant financial service licenses.
- Experience: Proven experience working as a financial services representative.
- Skills: Sound knowledge of financial legislation, proficiency in Microsoft Office applications, strong mathematical skills, excellent analytical, organizational, and problem-solving skills, effective communication skills, and exceptional customer service skills.
- Compensation: Salary plus commission/bonus.
- Time Off: Paid time off (vacation and personal/sick days).
- Health Benefits: Health benefits.
- Profit Sharing: Profit sharing.
- Career Advancement: Growth potential and opportunity for advancement within the office.
