Financial Services Representative
5 days ago
We are seeking a highly motivated and results-driven Financial Representative to join our team at Western & Southern Life. As a Financial Representative, you will play a critical role in meeting the financial needs of our clients by providing expert advice and guidance on risk protection, financial security, and wealth creation.
Key Responsibilities- Market Analysis and Planning: Identify and develop effective marketing strategies to reach middle-market clients and grow our business.
- Client Acquisition and Retention: Prospect and network for new clients, secure appointments, and provide exceptional service to existing clients to ensure their evolving financial needs are met.
- Financial Solutions: Effectively sell insurance and investment solutions to clients, analyzing their needs and providing tailored recommendations.
- Business Development: Develop and implement plans to grow our business, including identifying new market opportunities and building strong relationships with clients and partners.
- Professional Development: Engage in ongoing training and professional development to stay up-to-date on industry trends and best practices.
- Education: Minimum high school diploma or equivalent; college degree preferred.
- License and Certifications: Obtain and hold State Life and Health license prior to hire, and obtain FINRA SIE, Series 6, and Series 63 within one year of employment.
- Skills and Knowledge: Strong interpersonal, relationship, and influence skills; effective communication skills; ability to analyze client needs and sell tailored solutions.
This is a full-time position that requires regular travel and the ability to work flexible hours, including weekday evenings and weekends.
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Financial Services Professional
3 days ago
Jacksonville, Florida, United States First Command Financial Services, Inc Full timeAbout UsFirst Command Financial Services, Inc. is a leading provider of financial services to military families. Our company is committed to helping our clients achieve their financial goals and secure their financial futures.Job SummaryWe are seeking a highly motivated and experienced Financial Services Professional to join our team as a Veteran Financial...
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Financial Services Associate
3 days ago
Jacksonville, Florida, United States Triad Financial Service Inc. Full timeJob SummaryWe are seeking a highly motivated and skilled Financial Services Associate to join our team at Triad Financial Services Inc. The ideal candidate will have experience in customer service in the finance/mortgage industry and possess excellent verbal and written communication skills.Key ResponsibilitiesCommunicate with parties to the transaction to...
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Financial Services Associate
3 days ago
Jacksonville, Florida, United States Triad Financial Service Inc. Full timeJob SummaryWe are seeking a highly motivated and skilled Financial Services Associate to join our team at Triad Financial Services Inc. The ideal candidate will have experience in customer service, loan origination processes, and procedures.Key ResponsibilitiesCommunicate with clients and stakeholders to update them on loan statusProcess loan applications in...
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Customer Service Representative
2 weeks ago
Jacksonville, Florida, United States Catalis Regulatory & Compliance, LLC Full timeAbout the RoleCatalis Regulatory & Compliance, LLC is seeking a highly skilled Customer Service Representative to join our team in a call center environment. As a key member of our customer service team, you will be responsible for providing exceptional service to our prepaid and investment customers, processing transactions, and assisting with account...
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Customer Service Representative
1 week ago
Jacksonville, Florida, United States Catalis Regulatory & Compliance, LLC Full timeAbout the RoleCatalis Regulatory & Compliance, LLC is seeking a highly skilled Customer Service Representative to join our team in a call center environment. As a key member of our customer service team, you will be responsible for providing exceptional service to our prepaid and investment customers, processing transactions, and assisting with account...
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Customer Service Representative
2 weeks ago
Jacksonville, Florida, United States Catalis Regulatory & Compliance, LLC Full timeAbout the RoleCatalis Regulatory & Compliance, LLC is seeking a highly skilled Customer Service Representative to join our team in a call center environment. As a key member of our customer support team, you will be responsible for providing exceptional service to our prepaid and investment customers, processing transactions, and assisting with account...
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Mortgage Loan Officer
3 days ago
Jacksonville, Florida, United States PNC Financial Services Group Full timeAbout the RolePNC Financial Services Group is seeking a highly skilled Mortgage Loan Officer to join our team. As a Mortgage Loan Officer, you will play a critical role in delivering exceptional customer experiences and driving business growth.Key ResponsibilitiesLoan Solutions: Recommend loan solutions that meet clients' requirements and adhere to lending...
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Jacksonville, Florida, United States Christopher Patrick - State Farm Agent Full timeJob OpportunityChristopher Patrick - State Farm Agent is seeking a highly motivated and driven individual to join our team as an Insurance and Financial Services Representative.Job SummaryThis is an exciting opportunity for someone who enjoys working with people, is passionate about building relationships, and has a strong desire to succeed in a fast-paced...
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Member Service Representative
2 weeks ago
Jacksonville, Florida, United States Navy Federal Credit Union Full timeAbout the RoleWe are seeking a highly skilled and motivated Member Service Representative to join our team at Navy Federal Credit Union. As a key member of our team, you will be responsible for providing exceptional service to our members, ensuring their financial needs are met, and delivering a world-class experience.Key ResponsibilitiesAnalyze and Resolve...
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Mortgage Loan Officer
2 days ago
Jacksonville, Florida, United States PNC Financial Services Group Full timeJob SummaryPNC Financial Services Group is seeking a highly skilled Mortgage Loan Officer to join our team. As a Mortgage Loan Officer, you will be responsible for recommending loan solutions to clients, managing customer relationships, and collaborating with internal and external stakeholders to complete mortgage transactions.Key ResponsibilitiesLoan...
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Backflow Service Representative
2 weeks ago
Jacksonville, Florida, United States P3 Services Full timeJob DescriptionJob Summary:P3 Services is seeking a highly skilled and customer-focused Backflow Service Representative to join our team. As a key member of our customer service team, you will be responsible for providing exceptional service to our clients, ensuring their needs are met, and resolving any issues that may arise.Key Responsibilities:Customer...
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Jacksonville, Florida, United States Bank of America Full timeJob SummaryWe are seeking a highly motivated and customer-focused Call Center Financial Services Representative to join our team at Bank of America. As a key member of our sales team, you will be responsible for connecting clients with the breadth of financial solutions that our bank offers to help achieve their financial goals.Key ResponsibilitiesWork with...
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Appraisal Desk Coordinator
16 hours ago
Jacksonville, Florida, United States Triad Financial Services, Inc. Full timeTriad Financial Services, Inc. is a leading provider of financial services and solutions, serving clients nationwide. We are seeking a highly motivated and skilled Appraisal Desk Coordinator to join our team. This is a full-time position located in our Jacksonville, FL office. We offer a strong hourly pay rate with a range from $25 to $28, based on...
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Jacksonville, Florida, United States Wellington Hawkins - State Farm Agent Full timeJob OverviewPosition Summary:A State Farm Insurance Agent is seeking a motivated and professional individual to contribute to their agency. As a member of the Wellington Hawkins - State Farm Agent team, you will foster and cultivate customer relationships within the community, promoting a range of State Farm products such as auto, home, and life...
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Jacksonville, Florida, United States Bank of America Full timeJob SummaryWe are seeking a highly motivated and customer-focused Call Center Financial Services Representative to join our team at Bank of America. As a key member of our sales team, you will be responsible for building and deepening relationships with clients by understanding their financial needs and recommending tailored solutions to meet those needs.Key...
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Financial Planning Specialist
2 weeks ago
Jacksonville, Florida, United States First Command Financial Services Full timePosition Overview:As a Financial Advisor, you will play a pivotal role in guiding clients through their financial journeys. Your expertise will help individuals and families achieve their financial goals through tailored advice and strategic planning.About Us:At First Command Financial Services, we pride ourselves on our commitment to serving those who serve...
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Financial Planning Analyst
2 weeks ago
Jacksonville, Florida, United States Triad Financial Services, Inc. Full timePosition OverviewWe are seeking a dedicated professional to join our team at Triad Financial Services, Inc. This role is pivotal in supporting our financial decision-making processes through comprehensive analysis and reporting.Key Responsibilities:Conduct thorough analysis of financial data and develop robust financial models to aid in strategic...
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Bilingual Financial Services Representative
2 weeks ago
Jacksonville, Florida, United States National Black MBA Association Full timeJob Overview:At National Black MBA Association, we are committed to enhancing financial well-being through meaningful connections. Our mission is driven by Responsible Growth, ensuring we meet the needs of our clients, team members, communities, and stakeholders consistently.We prioritize creating an inclusive and diverse workplace, welcoming individuals...
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Financial Services Liaison
5 days ago
Jacksonville, Florida, United States Compass Rose Foundation Full timeJob SummaryCompass Rose Foundation is seeking a highly skilled and knowledgeable Financial Services Coordinator to join our team. As a key member of our Enrollment Management department, this individual will be responsible for providing exceptional customer service to prospective students and their families, while also administering and coordinating our...
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Financial Services Associate
2 weeks ago
Jacksonville, Florida, United States Coastline Federal Credit Union Full timeAccounting Services RepresentativeAre you enthusiastic about contributing to a collaborative environment where your efforts make a significant difference? Do you excel in settings that foster a sense of belonging? If so, Coastline Federal Credit Union is the ideal place for you.At Coastline, we embrace the philosophy of "people helping people." Each day, we...