Financial Services Representative
3 weeks ago
The GAEL Rodriguez Insurance Agency seeks a skilled Financial Services Representative to join our team. This role involves providing exceptional customer service and support to clients, while promoting financial products and services.
Key Responsibilities:
- Build and maintain strong relationships with clients, understanding their financial goals and objectives.
- Present and sell financial products and services, such as life insurance, annuities, and investments.
- Provide expert advice and guidance on financial planning and wealth management strategies.
- Identify and pursue new business opportunities, developing strategic partnerships and networks.
Requirements:
- Previous experience in financial services, customer service, or related fields.
- Strong communication and interpersonal skills, with ability to build trust and rapport with clients.
- Proven track record of success in sales and business development, with a focus on building long-term relationships.
- Ability to stay up-to-date with industry trends and regulatory changes, adapting recommendations and strategies accordingly.
Estimated salary: $70,000 - $90,000 per year, depending on location and experience. Benefits include health insurance, retirement plan, paid time off, and opportunities for career advancement.
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Financial Services Representative
2 weeks ago
San Diego, California, United States United Financial Full timeJob Description: Financial Services RepresentativeUnited Financial is seeking a highly motivated Financial Services Representative to join our team. As a Financial Services Representative, you will be responsible for assisting clients with their financial needs and providing exceptional customer service.Responsibilities:Present and communicate company loan...
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Financial Services Representative
2 weeks ago
San Jose, California, United States Commonwealth Central Credit Union Full timeAt Commonwealth Central Credit Union, we strive to serve the financial needs of our community. As a Financial Services Representative, you will play a vital role in assisting members with their financial goals. Your responsibilities will include:Providing exceptional customer service and addressing member inquiriesPerforming transactions with accuracy and...
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Financial Services Representative
1 week ago
San Jose, California, United States Rolando Suarez - State Farm Agent Full timeAbout UsRolando Suarez - State Farm Agent is a successful business in San Jose, CA, dedicated to providing excellent service to our customers. We are seeking a Financial Services Representative to join our team.Key Responsibilities:Build and develop customer relationships to promote State Farm products.Work with the agent to establish and meet marketing...
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Customer Service Representative
1 week ago
San Francisco, California, United States BMO Financial Group Full timeAbout the RoleBMO Financial Group is seeking a Bilingual Customer Service Representative to join our team. In this role, you will be responsible for delivering exceptional service to customers and prospects, identifying their needs and providing advice on financial solutions.Salary InformationThe estimated annual salary for this position is $$65,200.00. This...
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Financial Services Representative
1 month ago
San Bernardino, California, United States OneMain Financial Full timeEmpower customers by providing access to friendly, fast, and affordable financing for life's expenses as a Consumer Loan Sales Specialist at OneMain Financial. Learn the lending and servicing business, allowing you to grow your career and develop new relationships with customers throughout the loan process and loan life cycle.In This RoleDeliver results...
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Financial Services Representative
2 weeks ago
San Francisco, California, United States OneMain Financial Full timeAbout the RoleAs a Consumer Loan Sales Specialist at OneMain Financial, you will play a vital part in empowering customers by listening to their needs and providing them with friendly, fast, and affordable financing solutions for life's expenses.This role offers an excellent opportunity to learn the lending and servicing business, allowing you to grow your...
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Financial Service Representative
2 weeks ago
San Bernardino, California, United States OneMain Financial Full timeAbout the RoleAt OneMain Financial, we're dedicated to providing responsible access to credit for hardworking Americans. As a Consumer Loan Sales Specialist, you'll play a crucial role in empowering customers by listening to their needs and offering tailored financial solutions.Key Responsibilities:Deliver exceptional results by meeting individual and branch...
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Financial Services Representative
1 week ago
San Jose, California, United States Commonwealth Central Credit Union Full timeOverviewAt Commonwealth Central Credit Union, we are dedicated to providing exceptional financial services to our members. Our team is passionate about helping individuals achieve their financial goals and improve their overall well-being.
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Financial Services Representative
2 weeks ago
San Francisco, California, United States Hoiseth Agency Full timeWe are currently seeking a highly skilled Financial Services Representative to join our team at Hoiseth Agency. As a representative, you will be responsible for selling life insurance products to clients who are interested in purchasing these services.This is a remote position that offers the flexibility to work from home and enjoy a balanced lifestyle. Our...
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Financial Services Representative
1 week ago
San Diego, California, United States California Credit Union Full timeJob OverviewWe are seeking a highly motivated and detail-oriented Financial Services Representative to join our team at California Credit Union. As a Financial Services Representative, you will play a critical role in providing exceptional member service, processing loan applications, and promoting credit union products and services.Key...
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Sales and Service Representative
2 weeks ago
San Francisco, California, United States OneMain Financial Full timeAbout the JobWe are seeking a Sales and Service Representative to join our team at OneMain Financial. In this role, you will be responsible for providing exceptional customer service, presenting financial solutions that meet customer needs, and developing new relationships with customers throughout the loan process.The ideal candidate will have excellent...
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Financial Services Representative
1 week ago
San Diego, California, United States California Credit Union Full time**Job Title:** Financial Services RepresentativeWe are seeking a highly motivated and detail-oriented Financial Services Representative to join our team at California Credit Union. In this role, you will be responsible for providing exceptional member service, processing loan applications, and promoting credit union products and services.**Estimated...
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Financial Services Consultant
1 week ago
San Jose, California, United States WallStJobs Full timeJob OverviewA Major Investment Advisory Firm, WallStJobs, is seeking a skilled Financial Services Representative to help clients achieve financial success through expert guidance and personalized investment strategies.The ideal candidate will work closely with clients to understand their financial goals, recommend suitable investment products, and navigate...
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Financial Service Representative
1 week ago
San Jose, California, United States Star One Credit Union Full timeSalary Range: $45,400 - $62,500. As a Member Service Associate, you will perform basic member transactions including deposits, withdrawals, account transfers, loan payments, and more. Accurately maintain and balance cash drawers, safeguard negotiable instruments, and answer member inquiries about Credit Union products and services. We offer an excellent...
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Financial Service Associate
2 weeks ago
San Jose, California, United States Excite Credit Union Full timeJob DescriptionThis role provides a rewarding experience in the financial industry. As a Financial Service Representative, you will be responsible for delivering exceptional customer service, processing transactions, and promoting credit union products and services. Your goal will be to build strong relationships with members, understand their financial...
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Financial Services Representative
3 weeks ago
San Diego, California, United States Security National Life Insurance Company Full timeJob DescriptionWe are seeking a highly motivated Financial Services Representative to join our team at Security National Life Insurance Company. As a key member of our sales team, you will play a crucial role in helping families protect their loved ones with final expense insurance plans.About the RoleThis is a full-time position that offers a competitive...
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Financial Services Coordinator
2 weeks ago
San Rafael, California, United States Cornerstone Financial Services Full timeAt Cornerstone Financial Services, we are seeking a skilled and versatile Financial Services Coordinator to support our Sales Department. This dynamic role involves acting as a liaison between customers and our Documentation Department to facilitate timely loan closings.The successful candidate will have excellent communication skills, both written and...
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Financial Services Representative
2 weeks ago
San Diego, California, United States California Coast Credit Full timeJob Summary\We are seeking a highly motivated Financial Services Representative to join our team at California Coast Credit. This is an exciting opportunity for a results-driven individual who enjoys working in a fast-paced environment and providing exceptional customer service.\About the Role\As a Financial Services Representative, you will be responsible...
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Financial Services Representative
2 weeks ago
San Francisco, California, United States Addepar Full timeAbout Our RoleWe're seeking a skilled Financial Services Representative to join our team at Addepar. As a member of our Sales Team, you'll play a critical role in driving revenue growth and building strong relationships with clients.Compensation PackageThe estimated annual compensation for this role is $130,000 - $160,000, comprised of a base salary, bonus,...
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Financial Services Representative
3 weeks ago
San Pablo, California, United States Community Choice Financial Family of Brands Full timeOur company, Community Choice Financial Family of Brands, has been serving customers since 1997. As a Cash Handling Specialist, you will be part of a team that prioritizes exceptional customer service and operational efficiency. We are looking for an experienced individual to fill this role and contribute to our continued success. This position offers a...