Financial Services Representative Position

3 weeks ago


Rochester, New York, United States Van Travis - State Farm Agent Full time
Job SummaryWe are looking for a skilled and ambitious professional to fill the Insurance and Financial Services Position at Van Travis - State Farm Agent. As a successful candidate, you will have a solid foundation in insurance and financial services, excellent communication skills, and a passion for driving customer success. Our Agency Aspirant program offers a clear path to agency ownership for those who are committed to growing their careers and improving their communities.

Responsibilities and Requirements:
  • Build strong relationships with clients to understand their insurance and financial needs.
  • Provide personalized financial planning and insurance advice to meet clients' objectives.
  • Collaborate with clients to develop effective retirement plans, manage investments, and secure insurance coverage.
  • Staying informed about industry developments and new product releases.
Benefits and Compensation:

Our compensation package includes an annual salary of $65,000, potential bonuses, and a supportive environment that fosters growth and development.



  • Rochester, New York, United States OneMain Financial Full time

    About OneMain Financial:">OneMain Financial is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. With over 1,300 community branches across the U.S., our team members help millions of customers solve critical financial needs, including debt consolidation,...


  • Rochester, New York, United States Fidelity TalentSource LLC Full time

    body{font-family:Arial;font-size:12px;}Business Development Representative - Financial ServicesWe are seeking a highly motivated and dedicated individual to join our team as a Business Development Representative - Financial Services. As a representative, you will be responsible for supporting Fidelity's customers over the phone by answering questions, making...


  • Rochester, New York, United States Kelly Services Full time

    Job OverviewKelly Services is a leading staffing agency that connects professionals with top companies. We're seeking a Customer Service Representative to work with a leading health insurance client in Rochester, NY.The ideal candidate will have excellent communication skills and the ability to handle customer inquiries in a professional and courteous...


  • Rochester, New York, United States Wal-Mart Stores , Inc. Full time

    As a Customer Service Representative with Wal-Mart Stores, Inc., you will play a vital role in delivering an exceptional shopping experience for our customers. You will be responsible for answering customer questions, resolving issues, and providing personalized service to meet their needs. Your strong communication and interpersonal skills will enable you...


  • Rochester, New York, United States PrimeFlight Aviation Services Full time

    Job OverviewPrimeFlight Aviation Services is seeking a highly motivated Customer Experience Coordinator to join our team at Frederick Douglass Rochester International Airport.About the RoleThe ideal candidate will have excellent communication skills, be able to work in a fast-paced environment, and possess a strong desire to provide exceptional customer...


  • Rochester, New York, United States Advantage Federal Credit Union Full time

    Job OverviewAre you passionate about delivering exceptional customer experiences? We are seeking a skilled Financial Services Specialist to join our team at Advantage Federal Credit Union.The successful candidate will have a strong understanding of financial services and excellent communication skills. This role requires flexibility, with shifts on...

  • Financial Lawyer

    2 weeks ago


    Rochester, New York, United States Thomas Talent Network Full time

    Job Title: Financial LawyerOverview:We are seeking an experienced Banking and Finance Attorney with over ten years of experience in complex middle-market commercial lending transactions. This is a unique opportunity for a seasoned attorney to work on sophisticated financing deals, contributing to a respected practice with a history of service to the...


  • Rochester, New York, United States Accountemps Full time

    Job ResponsibilitiesWork closely with clients to understand their unique skill sets and job requirements.Provide top-notch customer service to ensure client satisfaction.


  • Rochester, New York, United States PrimeFlight Aviation Services Full time

    **About the Role:**We are seeking a highly motivated and customer-focused Airline Customer Service Representative to join our team at PrimeFlight Aviation Services. As a key member of our airport support staff, you will play a vital role in ensuring exceptional service delivery to passengers and visitors.**Key Responsibilities:**Greet and assist passengers...


  • Rochester, New York, United States PrimeFlight Aviation Services Full time

    OverviewPrimeFlight Aviation Services is a leading provider of commercial services within the aviation industry. We offer opportunities for career progression and a competitive pay scale.About UsWe perform a wide range of airport support services globally on behalf of commercial airlines. As an Airport Passenger Service Representative, you will play a vital...


  • Rochester, New York, United States Advantage Federal Credit Union Full time

    The estimated salary for this position is $17.00 per hour. The Teller maintains a friendly, approachable and professional attitude in servicing members according to credit union expectations; businesslike appearance, Receives and processes member financial and service transactions, including deposits, withdrawals, transfers, loan payments, corporate checks,...


  • Rochester, New York, United States MassMutual New York State Full time

    Job OverviewWe are seeking a highly motivated Financial Professional to join our team at MassMutual New York State.This role offers the opportunity to build a career with significant income potential, providing individuals, families, and businesses with expert financial guidance and support.About the RoleAs a Financial Professional, you will be responsible...


  • Rochester, New York, United States Vito C Quatela MD PLLC Full time

    About Our CompanyThe Vito C Quatela MD PLLC is a leading provider of cosmetic and reconstructive surgery services. We are committed to delivering exceptional patient care and satisfaction, while also providing a positive work environment for our employees.Job SummaryWe are seeking a highly skilled and organized individual to fill the role of Director of...


  • Rochester, New York, United States Wegmans Food Markets Full time

    Join us at Wegmans Food Markets as a Customer Service Representative! We're committed to helping our customers live healthier, better lives through exceptional food and outstanding service.About the RoleThis position involves interacting with customers in a friendly and professional manner, responding to their queries, and resolving any issues they may have....


  • Rochester, New York, United States RDG & Partners Full time

    We are currently seeking a highly skilled Bookkeeper to join our team at RDG+Partners. As a key member of our accounting department, you will be responsible for performing a range of accounting tasks, including preparing financial reports, reconciliations, and analyzing financial data.About the Role:The successful candidate will have strong technical skills,...


  • Rochester, New York, United States Mitchell Agency Full time

    Compensation PackageWe offer competitive salaries, with part-time agents earning approximately $30,000-$60,000+ in the first year and full-time agents making around $80,000-$190,000+. Agency owners can generate a passive income of $200,000-$500,000+ annually.


  • Rochester, New York, United States Tops Friendly Markets Full time

    Tops Friendly Markets is seeking a detail-oriented Customer Service Representative to provide exceptional customer experiences. The ideal candidate will possess excellent communication skills, a friendly demeanor, and the ability to work effectively in a fast-paced retail environment.About the RoleAs a Customer Service Representative at Tops Friendly...


  • Rochester, New York, United States Wilmington Trust Full time

    Job SummaryWe are seeking an experienced Financial Services Consultant to join our team at Wilmington Trust. As a key member of our wealth management team, you will be responsible for providing comprehensive investment management services to our clients.Key Responsibilities:Maintain current knowledge of financial markets, Wilmington Trust investment process,...


  • Rochester, New York, United States Loomis US Full time

    Cash Management Services Supervisor Job DescriptionWe are seeking an experienced Financial Operations Supervisor to join our team at Loomis US. As a Cash Management Services Supervisor, you will be responsible for supervising daily CMS operations, which may include deposit verification, change order preparation, currency/coin inventory management, and...


  • Rochester, New York, United States Penske Full time

    Penske, a leading logistics company, is seeking a Customer Service Representative to join their team in a busy Corporate Sales Center. As a representative, you will be responsible for handling incoming sales and customer service calls, explaining sales procedures and responding to inquiries, and inputting customer information into the Salesforce.com...