Financial Services Representative

4 days ago


Los Angeles, California, United States Global Financial Impact - Marco Esquivel Full time
Job Overview

Global Financial Impact - Marco Esquivel is seeking a highly motivated and results-driven Financial Services Representative to join our team. As a Financial Services Representative, you will play a critical role in helping clients and businesses achieve their financial goals by providing expert advice and solutions.

Key Responsibilities
  • Obtain and maintain professional licenses and continuing education
  • Learn and utilize financial tools and software
  • Provide financial literacy and education to clients
  • Consult with clients and prospective clients to assess financial goals and provide quotes and product recommendations
  • Develop and maintain a client base
  • Seek new prospects through referrals and other means
  • Assist with product submission and other administrative tasks
Requirements
  • Minimum high school diploma or equivalent
  • Energetic and positive demeanor
  • Entrepreneurial, marketing, and creativity mindset
  • Coachable, hungry, and humble, with mental toughness
  • Responsible, dependable, and punctual
  • Presentation of a professional image
  • Ethical and integrity, with trust
  • Interpersonal communication skills
  • Ability to persevere
  • Analytical reasoning
What We Offer
  • 100% commission-based compensation
  • Professional license and continuing education opportunities
  • Hands-on training and mentorship
  • Stock and ownership potential
  • Bonus opportunities
  • Welcoming and positive team environment


  • Los Angeles, California, United States First Financial Credit Union Full time

    Member Service Representative Position at First Financial Credit UnionWe are seeking a highly motivated and customer-focused individual to join our team as a Member Service Representative. As a key member of our team, you will be responsible for providing exceptional service to our members, answering their questions, and helping them achieve their financial...


  • Los Angeles, California, United States First Financial Credit Union Full time

    Member Service Representative Job DescriptionWe are seeking a highly motivated and customer-focused Member Service Representative to join our team at First Financial Credit Union. As a key member of our team, you will be responsible for providing exceptional service to our members, promoting our products and services, and contributing to the overall success...


  • Los Angeles, California, United States Global Financial Impact - Marco Esquivel Full time

    Job Description**About the Role**We are seeking a highly motivated and results-driven Financial Services Representative to join our team at Global Financial Impact. As a key member of our organization, you will play a critical role in helping our clients and business partners achieve their financial goals.Key Responsibilities:Obtain and maintain professional...


  • Los Angeles, California, United States Global Financial Impact - Marco Esquivel Full time

    Job OverviewGlobal Financial Impact is seeking a highly motivated and results-driven Financial Services Representative to join our team. As a Financial Professional, you will play a critical role in helping clients and businesses achieve their financial goals by providing expert advice and solutions.Key ResponsibilitiesObtain and maintain professional...


  • Los Angeles, California, United States Workway Full time

    Job SummaryWe are seeking a highly skilled and customer-focused Credit Union Member Service Representative to join our team at Workway. As a key member of our staff, you will be responsible for providing exceptional service to our credit union members, processing financial transactions, and establishing strong relationships with our clients.Key...


  • Los Angeles, California, United States Northgate Markets Full time

    **Job Summary:**The Financial Services Representative II position at Northgate Markets is a dynamic role that requires excellent sales techniques to promote all financial services while maintaining exceptional customer service and processing financial transactions accurately.**Key Responsibilities:*** Promote all financial services and provide accurate...


  • Los Angeles, California, United States Northgate Markets Full time

    **Job Summary:**The Financial Services Representative II position at Northgate Markets is a dynamic role that requires excellent sales techniques to promote all financial services while maintaining exceptional customer service and processing financial transactions accurately.**Key Responsibilities:**• Promote all financial services and provide accurate...


  • Los Angeles, California, United States Northgate Gonzalez Markets, Inc. Full time

    Job SummaryWe are seeking a highly motivated and customer-focused Financial Services Representative to join our team at Northgate Gonzalez Markets, Inc. As a key member of our sales team, you will be responsible for delivering exceptional customer service and promoting our financial services to customers.Key ResponsibilitiesProvide accurate and timely...


  • Los Angeles, California, United States Northgate Gonzalez Markets, Inc. Full time

    Job SummaryWe are seeking a highly motivated and customer-focused Financial Services Representative to join our team at Northgate Gonzalez Markets, Inc. As a key member of our sales team, you will be responsible for delivering exceptional customer service and promoting our financial services to customers.Key ResponsibilitiesProvide accurate and timely...


  • Los Angeles, California, United States Northgate Gonzalez Markets, Inc. Full time

    Job SummaryWe are seeking a highly motivated and customer-focused Financial Services Representative to join our team at Northgate Gonzalez Markets, Inc. As a key member of our sales team, you will be responsible for delivering exceptional customer service and promoting our financial services to customers.Key ResponsibilitiesProvide accurate and timely...


  • Los Angeles, California, United States Pogos Ichmelyan - State Farm Agent Full time

    Job OpportunityWe are seeking a highly motivated and customer-focused individual to join our team as a Financial Services Representative. As a key member of our team, you will play a vital role in helping our clients achieve their financial goals.ResponsibilitiesDevelop and implement sales strategies to meet marketing goals and objectives.Work closely with...


  • Los Angeles, California, United States California Credit Union Full time

    Job SummaryThe Financial Services Representative is a key member of our team at California Credit Union, responsible for providing exceptional service to our members and promoting our products and services. This role requires strong communication and sales skills, as well as the ability to work in a fast-paced environment.Key ResponsibilitiesMember...


  • Los Angeles, California, United States Global Financial Impact Full time

    Job OverviewWe are seeking a highly motivated and results-driven Life Insurance Sales Representative to join our team at Global Financial Impact. As a key member of our organization, you will play a crucial role in expanding our book of business by selling various types of insurance policies to new and existing clients.Key Responsibilities:Sales and Business...


  • Los Angeles, California, United States vTech Solution Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented Financial Services Representative to join our team. As a key member of our financial services department, you will be responsible for ensuring reimbursement to PIH Health from patients or other responsible parties, as well as assisting patients in understanding their health care insurance...


  • Los Angeles, California, United States CodeForce Full time

    Job SummaryWe are seeking a highly skilled Financial Services Representative to join our team at CodeForce. As a key member of our financial services team, you will be responsible for ensuring reimbursement to PIH Health from patients or other responsible parties, as well as assisting patients in understanding their health care insurance coverage.Key...


  • Los Angeles, California, United States 49 Financial Full time

    Financial Advisor RoleAt 49 Financial, we're dedicated to fostering the next generation of leaders in the financial services industry. Our comprehensive financial planning firm operates across nine offices nationwide, embodying our motto, "Two are Better than One," in every aspect of our work. We thrive in a collaborative, team-based environment that enables...


  • Los Angeles, California, United States Providence Financial and Insurance Services, Inc. Full time

    Job OpportunityFinancial Advisor AssociateWe are seeking a highly motivated and licensed financial advisor to join our team at Providence Financial and Insurance Services, Inc. in Woodland Hills, CA.About UsOur company is a family-owned financial services firm that values education, learning, and building long-term relationships with our clients. We are...


  • Los Angeles, California, United States Providence Financial and Insurance Services, Inc. Full time

    Job OverviewWe are a family-owned financial services firm that deeply cares about our clients. Our core values drive the success of our practice, and we always prioritize what's best for our clients.Key Responsibilities:Provide licensed financial advice to clients, focusing on closing deals and building long-term relationships.Develop and implement...


  • Los Angeles, California, United States First Financial Credit Union Full time

    {"title": "Member Contact Representative", "description": "Deliver Exceptional Member ServiceAs a Member Contact Representative at First Financial Credit Union, you will be the face of our organization, providing personalized service to our members and exceeding their expectations. Your excellent communication skills and passion for helping others will shine...


  • Los Angeles, California, United States First Financial Credit Union Full time

    Job Title: Member Service RepresentativeWe are seeking a highly motivated and customer-focused Member Service Representative to join our team at First Financial Credit Union. As a key member of our team, you will be responsible for providing exceptional service to our members, promoting our products and services, and contributing to the overall success of...