Financial Services Representative

5 days ago


Baldwin City, Kansas, United States Cody Anno - State Farm Agent Full time
Position Overview

We are seeking a highly motivated and customer-focused professional to join our team as a Financial Account Representative. As a key member of our State Farm Agent team, you will play a vital role in helping our customers achieve their financial goals and manage the risks of everyday life.

Responsibilities
  • Establish and maintain strong customer relationships through regular follow-ups and needs-based reviews.
  • Utilize a customer-centric approach to educate customers about insurance options and develop personalized solutions to meet their needs.
  • Identify and pursue new business opportunities, schedule appointments, and market appropriate products and services to drive business growth.
Benefits
  • Competitive salary and commission/bonus structure.
  • 401K plan with company match.
  • Comprehensive health benefits package.
Requirements
  • Previous sales experience, preferably in outside sales or retail sales.
  • Proven track record of meeting sales goals and quotas.
  • Strong passion for the role insurance and financial products play in helping people manage risk and achieve their goals.
  • Excellent communication and interpersonal skills.
  • Ability to multitask and prioritize tasks effectively.
  • Property and Casualty license (must be able to obtain).
  • Life and Health license (must be able to obtain).

We are an equal opportunity employer and welcome applications from diverse candidates. If you are a motivated and customer-focused professional looking for a rewarding career with excellent income and growth potential, please submit your application. We look forward to reviewing your qualifications and discussing the next steps in the interview process.



  • Baldwin City, Kansas, United States Cody Anno - State Farm Agent Full time

    Position OverviewWe are seeking a highly motivated and customer-focused professional to join our team as a Financial Account Representative. As a key member of our State Farm Agent team, you will play a vital role in helping our customers manage the risks of everyday life, recover from the unexpected, and realize their dreams.ResponsibilitiesEstablish and...


  • Kansas City, Kansas, United States Commerce Bancshares, Inc. Full time

    About Commerce Bancshares, Inc.We are a leading financial services company dedicated to helping our customers achieve their financial goals. Our team of experts is passionate about providing exceptional customer service and building long-lasting relationships.Job SummaryWe are seeking a highly motivated and personable Financial Services Representative to...


  • Dodge City, Kansas, United States Edward Jones Full time

    Key Responsibilities:As a Financial Services Representative at Edward Jones, you will play a vital role in creating capacity for our Financial Advisors by partnering together to serve existing clients. Your responsibilities will include gathering information and collecting suitability information to open new accounts, researching portfolio performance, and...


  • Baldwin City, Kansas, United States Cody Anno - State Farm Agent Full time

    Join Our Team as an Account RepresentativeWe are seeking a highly motivated and customer-focused individual to join our team as an Account Representative. As a key member of our State Farm Agent team, you will play a vital role in helping our customers manage the risks of everyday life, recover from the unexpected, and realize their...


  • Baldwin City, Kansas, United States Kaia Corp Full time

    Job Title: Personal Lines Customer Service RepresentativeWe are seeking a highly skilled and customer-focused Personal Lines Customer Service Representative to join our team at Kaia Corp. As a key member of our customer service team, you will be responsible for providing exceptional service to our clients, ensuring their insurance needs are met, and...


  • Dodge City, Kansas, United States Edward Jones Full time

    Transforming Lives through Financial ExpertiseAt Edward Jones, we're committed to delivering exceptional financial services to our clients. As a Registered Branch Associate, you'll play a vital role in building meaningful relationships with our clients, providing personalized investment solutions, and driving business growth.Key Responsibilities:⁠ Develop...


  • Baldwin City, Kansas, United States Cody Anno - State Farm Agent Full time

    Position OverviewWe are seeking a highly motivated and customer-focused individual to join our team as an Insurance Customer Service Representative. As a key member of our team, you will play a vital role in providing exceptional service to our customers and helping them manage the risks of everyday life.ResponsibilitiesEstablish and maintain strong customer...


  • Arkansas City, Kansas, United States RCB Full time

    Job Summary:As a Customer Service Representative at RCB, you will be responsible for providing exceptional customer service via the telephone for routine inquiries and concerns from customers and branches regarding banking products and financial services.Key Responsibilities:Assist customers and branches with inquiries by electronically retrieving...


  • Scott City, Kansas, United States Michael Trout - State Farm Agent Full time

    Job DescriptionAre you a motivated and customer-focused individual looking for a challenging role in the insurance and financial services industry? Do you enjoy working with the public and have a passion for helping people manage risk and achieve their financial goals?We are seeking a highly skilled and enthusiastic Insurance and Financial Services Position...


  • Baldwin City, Kansas, United States Kaia Corp Full time

    Job Title: Personal Lines Customer Service RepresentativeAt Kaia Corp, we are seeking a highly skilled and customer-focused Personal Lines 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, ensuring their needs are met, and resolving any...


  • Baldwin City, Kansas, United States Cody Anno - State Farm Agent Full time

    Job Title: Insurance Account PositionWe are seeking a highly motivated and sales-driven individual to join our team as an Insurance Account Position. As a key member of our State Farm Agent team, you will play a crucial role in building and maintaining strong relationships with our customers, identifying their insurance needs, and providing tailored...


  • Baldwin City, Kansas, United States Kaia Corp Full time

    {"title": "Customer Service Representative", "description": "Job SummaryWe are seeking a highly skilled Customer Service Representative to join our team at Kaia Corp. As a key member of our customer service team, you will be responsible for providing exceptional service to our clients, handling customer inquiries and concerns, and working closely with our...


  • Kansas City, Kansas, United States LoanMax Title Loans Full time

    Join LoanMax Title Loans, one of America's most respected title loan companies, as a Bilingual Customer Service Representative. We're seeking a motivated, honest, and dependable individual to provide superior customer service and support our customers in their time of need. **About the Role:** As a Bilingual Customer Service Representative, you will be...


  • Arkansas City, Kansas, United States Farm Bureau Financial Services Full time

    Insurance Sales Representative OpportunityFarm Bureau Financial Services is seeking a motivated and entrepreneurial-minded professional to join our team as an Insurance Sales Representative. As an Insurance Sales Representative, you will have the opportunity to work independently, building a successful business and serving the insurance needs of your...


  • Dodge City, Kansas, United States FORT DODGE FAMILY CREDIT UNION Full time

    Job SummaryWe are seeking a highly skilled and service-oriented individual to fill the role of Member Services Representative at Fort Dodge Family Credit Union. As a key member of our team, you will play a vital role in delivering exceptional member experiences and providing top-notch service to our valued customers.Key Responsibilities:Provide professional,...


  • Garden City, Kansas, United States Farmers District Office-0420 Full time

    Job Title: Customer Service and Sales RepresentativeJob Description:At Farmers District Office-0420, we are seeking a highly skilled Customer Service and Sales Representative to join our team.Responsibilities:* Provide exceptional customer service to our current clients and new prospects* Process policy change requests* Maintain knowledge of our products*...


  • Kansas City, Kansas, United States State Street Corporation Full time

    About the RoleWe are seeking a highly skilled and detail-oriented Financial Services Professional to join our team at State Street Corporation. As a key member of our team, you will be responsible for providing exceptional support in financial services, including accounting, investment operations, and fund administration.Key Responsibilities* Verify...


  • Baldwin City, Kansas, United States Walmart Full time

    Job OverviewAs a Front End Service Team Associate at Walmart, you will be responsible for providing exceptional customer service and ensuring a seamless shopping experience for our customers. Your primary focus will be on compliance and customer satisfaction, ensuring that all transactions are processed accurately and efficiently.Key ResponsibilitiesProcess...


  • Dodge City, Kansas, United States GreenState Credit Union Full time

    Job Title: Bilingual Member Service RepresentativeGreenState Credit Union is seeking a highly motivated and customer-focused Bilingual Member Service Representative to join our team. As a key member of our branch staff, you will be responsible for providing exceptional service to our members, promoting our credit union products and services, and contributing...


  • Dodge City, Kansas, United States Edward Jones Full time

    Transform Lives with UsAt Edward Jones, we're dedicated to making a positive impact on the lives of our clients and colleagues. As a Registered Branch Associate, you'll play a vital role in our client team, working closely with a financial advisor to deliver exceptional service and support.As a skilled communicator and problem solver, you'll thrive in our...