Financial Services Representative
2 weeks 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 middle-income clients by providing personalized financial solutions and exceptional customer service.
Key Responsibilities:- Identify and develop targeted marketing plans to reach middle-market clients.
- Prospect and network with potential clients to build relationships and identify new business opportunities.
- Conduct sales, conservation, and service appointments with clients to provide tailored financial solutions.
- Develop and implement effective sales and marketing strategies to achieve business goals.
- Build and maintain strong relationships with clients to ensure their evolving financial needs are met.
- Stay up-to-date with industry trends and developments to provide expert advice and guidance to clients.
- High school diploma or equivalent; college degree preferred.
- Strong work ethic and ability to work flexible hours, including evenings and weekends.
- Excellent communication and interpersonal skills.
- Ability to analyze client needs and provide tailored financial solutions.
- Valid driver's license and access to a reliable vehicle.
- Competitive compensation and benefits package.
- Opportunities for professional growth and development.
- Collaborative and dynamic work environment.
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Financial Services Representative
1 week ago
Ontario, California, United States Pls Financial Services, Inc. Full timeJob SummaryWe are seeking a highly skilled and customer-focused Customer Service Representative to join our team at PLS Financial Services, Inc. As a key member of our retail banking team, you will be responsible for delivering exceptional customer service, promoting our financial products and services, and ensuring compliance with all regulatory...
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Customer Service Representative
4 weeks ago
Ontario, California, United States Pls Financial Services, Inc. Full timeJob Title: Customer Service RepresentativeWe are seeking a highly skilled and customer-focused Customer Service Representative to join our team at PLS Financial Services, Inc. As a key member of our customer service team, you will be responsible for delivering exceptional customer experiences, promoting our products and services, and ensuring compliance with...
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Financial Services Representative
4 weeks ago
Ontario, California, United States Western & Southern Life Full timeJob Title: Financial RepresentativeWe 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 middle-income clients by providing risk protection, financial security, and wealth creation...
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Customer Service Representative
1 week ago
Ontario, California, United States Pls Financial Services, Inc. Full timeJob Title: Customer Service Representative - Bilingual Spanish PreferredAt PLS Financial Services, we are seeking a highly motivated and customer-focused Customer Service Representative to join our team. As a Customer Service Representative, you will be the primary point-of-contact with our customers, providing exceptional service and support to ensure...
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Customer Service Representative
1 week ago
Ontario, California, United States Pls Financial Services, Inc. Full timeJob SummaryWe are seeking a highly skilled and customer-focused Customer Service Representative to join our team at Pls Financial Services, Inc. As a key member of our retail banking team, you will be responsible for delivering exceptional customer service, promoting our financial products and services, and ensuring compliance with all regulatory...
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Retail Banking Representative
1 week ago
Ontario, California, United States Pls Financial Services, Inc. Full timeJob SummaryWe are seeking a highly skilled and customer-focused Customer Service Representative to join our team at Pls Financial Services, Inc. As a key member of our retail banking team, you will be responsible for delivering exceptional customer service, promoting our financial products and services, and ensuring compliance with all regulatory...
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Financial Services Representative
3 weeks ago
Ontario, California, United States Pacific Advisors Full timeFinancial Professional OpportunityAt Pacific Advisors, we are seeking a self-motivated and entrepreneurial individual to join our network of Financial Professionals. As a Financial Professional, you will be an advocate for your clients, continually enhancing, enriching, and serving your community.Key Responsibilities:Work with clients to understand their...
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Customer Service Ambassador
6 days ago
Ontario, California, United States Pls Financial Services, Inc. Full timeJob SummaryWe are seeking a highly skilled and customer-focused Customer Service Representative to join our team at Pls Financial Services, Inc. As a key member of our retail banking team, you will be responsible for delivering exceptional customer service, promoting our financial products and services, and ensuring compliance with all regulatory...
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Financial Advisor
2 weeks ago
Ontario, California, United States Thrivent Financial Full timeAbout the RoleThrivent Financial is seeking a Financial Advisor to join our team through our Team-Sponsored Launch program. As a Financial Advisor, you will serve clients in new markets, creating opportunities for people who share our passion to enable clients to lead lives full of meaning and gratitude.Key ResponsibilitiesMeet with potential clients to...
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Financial Services Professional
2 weeks ago
Ontario, California, United States Western & Southern Life Full timeUnlock Your Potential at Western & Southern LifeAre you a motivated and results-driven individual with a passion for helping others achieve their financial goals? Do you possess excellent communication and interpersonal skills, with a strong desire to grow and succeed in your career? If so, we invite you to explore the exciting opportunities available at...
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Financial Advisor
6 days ago
Ontario, California, United States Thrivent Financial Full timeJoin Thrivent Financial as a Team Sponsored Financial AdvisorAs a Team Sponsored Financial Advisor with Thrivent Financial, you will have the opportunity to serve clients in new markets, creating opportunities for people who share our passion to enable clients to lead lives full of meaning and gratitude.About the RoleIn this role, you will support and joint...
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Financial Advisor
2 weeks ago
Ontario, California, United States Thrivent Financial Full timeAbout the RoleWe are seeking a highly motivated and driven Financial Advisor to join our Team Sponsored Launch program at Thrivent Financial. As a Financial Advisor, you will have the opportunity to serve clients in new markets, creating opportunities for people who share our passion to enable clients to lead lives full of meaning and gratitude.Key...
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Customer Service Representative
3 weeks ago
Ontario, California, United States Taylored Services, LLC. Full timeJob Title: Customer Service RepresentativeJob Summary:Taylored Services, LLC is a leading provider of third-party logistics (3PL) solutions. We are seeking a highly skilled Customer Service Representative to join our team in Ontario, CA.Key Responsibilities:Provide exceptional customer service to internal and external customers through accurate and timely...
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Customer Service Representative
1 month ago
Ontario, California, United States Taylored Services, LLC. Full timeJob SummaryTaylored Services, LLC is a leading provider of third-party logistics (3PL) solutions, offering a range of services including warehousing and distribution, e-commerce fulfillment, retail compliance, and transportation management. We are seeking a highly skilled and experienced Customer Service Representative to join our team.Key...
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Car Wash Service Representative
2 weeks ago
Ontario, California, United States Optima Dealer Services Inc Full timeJob Title: Car Wash Service RepresentativeAre you ready to take your customer service skills to the next level? We are seeking a highly motivated and detail-oriented Car Wash Service Representative to join our team at Optima Dealer Services Inc.As a Car Wash Service Representative, you will be responsible for providing exceptional customer service to our...
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Customer Service Representative
2 weeks ago
Ontario, California, United States York Employment Services, Inc. Full timeJob SummaryWe are seeking a highly skilled and detail-oriented Customer Service Representative to join our team at York Employment Services, Inc. in the automotive field. The ideal candidate will be responsible for providing exceptional customer service, answering company phones, directing calls, assisting customers, entering orders, and troubleshooting...
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Customer Service Representative
1 month ago
Ontario, California, United States Scopeair Full time**Job Summary**Scopeair is seeking a highly skilled and customer-focused Customer 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, resolving their queries and concerns, and ensuring their overall satisfaction with our products and services.**Key...
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Financial Services Professional
3 weeks ago
Ontario, California, United States Thrivent Full timeAbout the RoleWe are seeking a highly motivated and driven individual to join our team as a Financial Advisor. As a Financial Advisor, you will have the opportunity to work with clients to understand their financial goals and develop personalized plans to help them achieve success.Key ResponsibilitiesMeet with potential clients to build genuine, long-term...
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Financial Services Professional
2 weeks ago
Ontario, California, United States Thrivent Full timeAbout the RoleWe are seeking a highly motivated and driven individual to join our team as a Financial Advisor. As a Financial Advisor, you will have the opportunity to serve clients in new markets, creating opportunities for people who share our passion to enable clients to lead lives full of meaning and gratitude.Key ResponsibilitiesMeet with potential...
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Member Service Representative
1 month ago
Ontario, California, United States Sam's Club Full timeJob SummaryWe are seeking a highly skilled and customer-focused Member Service Representative to join our team at Sam's Club. As a key member of our sales floor team, you will be responsible for providing exceptional member service, ensuring a positive shopping experience, and driving sales growth.Key ResponsibilitiesProvide member service by maintaining a...