Financial Services Representative

1 day ago


Tampa FL USA, United States NYL-Jian Guan Full time
Job Title: Financial Services Representative

We are seeking a highly motivated and competitive Financial Services Representative to join our team at NYL-Jian Guan. As a key member of our sales team, you will be responsible for developing and implementing your own initiatives and aggressive sales strategies to grow your sales territory.

Key Responsibilities:
  • Develop and implement sales strategies to grow your sales territory
  • Build and maintain relationships with potential customers to introduce our services and new products
  • Stay up-to-date on all services and products, competition, and market conditions to ensure customer needs are met
  • Participate in in-person or online trainings, meetings, trade shows, and sales events
Requirements:
  • Bilingual preferred
  • Great working attitude, disciplined, and willing to work hard
  • Proven track record of sales experience, 3-5 years
  • Strong customer service, communication, interpersonal, and negotiation skills
  • Bachelor's degree or high school diploma preferred
  • Experience using a CRM is preferred
  • Must have reliable transportation and valid driver's license

We offer a base salary plus a robust commission plan. If you are a motivated and results-driven individual who is passionate about sales and customer service, we encourage you to apply today.



  • St. Petersburg, FL, USA, United States Spieldenner Financial Group Full time

    Job Opportunity at Spieldenner Financial GroupWe are seeking a highly motivated and results-driven individual to join our team as a Financial Services Representative. As a key member of our organization, you will play a crucial role in helping clients protect their financial well-being and achieve their long-term goals.Key Responsibilities:Establish...


  • Tampa, FL , USA, United States Joseph Ledo - State Farm Agent Full time

    Job Title: Insurance and Financial Services RepresentativeWe are seeking a highly motivated and customer-focused Insurance and Financial Services Representative to join our team at Joseph Ledo - State Farm Agent. As a representative, you will be responsible for providing exceptional customer service and sales support to our clients.Responsibilities:Establish...


  • Tampa, FL , USA, United States NYL-Jian Guan Full time

    Financial Adviser Job DescriptionWe are seeking a highly motivated and competitive Field Sales Representative to drive sales growth in our territory. As a key member of our team, you will be responsible for developing and implementing aggressive sales strategies to expand our customer base.The ideal candidate will possess strong communication and...


  • Tampa, FL , USA, United States Suncoast Credit Union Full time

    Job Title: Financial RepresentativeJoin Suncoast Credit Union as a Financial Representative and contribute to delivering exceptional service to our members. As a key contributor to our team, you will uphold a high level of member satisfaction by providing prompt, accurate, and professional service.Responsibilities:Handle a high volume of inbound telephone...


  • Tampa, FL , USA, United States Mutual of Omaha Full time

    Unlock Your Potential as a Financial Representative TraineeAre you driven to succeed in the financial services industry? We're seeking ambitious individuals to join our Accelerator Program, a comprehensive trainee experience designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products and building a...


  • Tampa, FL , USA, United States Mutual of Omaha Full time

    Unlock Your Potential as a Financial Representative TraineeAre you driven to succeed in the financial services industry? We're seeking ambitious individuals to join our Accelerator Program, a comprehensive trainee experience designed to equip you with the skills and knowledge needed to excel in selling Individual Insurance products and building a...


  • Tallahassee, FL , USA, United States Vicki Catsimpiris - State Farm Agent Full time

    Job Title: Insurance and Financial Services RepresentativeWe are seeking a highly motivated and customer-focused Insurance and Financial Services Representative to join our team at Vicki Catsimpiris - State Farm Agent. As an Insurance and Financial Services Representative, you will be responsible for providing exceptional customer service and helping our...


  • Tampa, Florida, United States Suncoast Credit Union Full time

    Financial Representative OpportunityWe are seeking a highly skilled Financial Representative to join our team at Suncoast Credit Union. As a key member of our Member Care Center, you will be responsible for providing exceptional customer service and financial guidance to our members.Key Responsibilities:Provide financial guidance and support to members via...


  • Mt Joy Township, PA, USA, United States EVERENCE SERVICES, Full time

    Job Title: Financial RepresentativeAt Everence Services, we are seeking a highly motivated and customer-focused Financial Representative to join our team. As a Financial Representative, you will play a critical role in providing exceptional service to our clients, building strong relationships, and driving business growth.Key Responsibilities:Build trust...


  • Mt Joy Township, PA, USA, United States EVERENCE SERVICES, Full time

    Job Title: Financial RepresentativeAt Everence Services, we are seeking a highly motivated and customer-focused Financial Representative to join our team. As a Financial Representative, you will play a critical role in providing exceptional service to our clients, building strong relationships, and driving business growth.Key Responsibilities:Build trust...


  • Miami, FL, USA, United States Lakitsia Gaines - State Farm Agent Full time

    Job OpportunityWe are seeking a highly motivated and customer-focused individual to join our team as an Insurance and Financial Services Representative. As a representative, you will play a key role in establishing strong relationships with customers, identifying their needs, and providing tailored solutions to meet those needs.ResponsibilitiesDevelop and...


  • Clearwater, FL, USA, United States Diana Devito - State Farm Agent Full time

    Job Title: Insurance and Financial Services RepresentativeWe are seeking a highly motivated and customer-focused Insurance and Financial Services Representative to join our team at Diana Devito - State Farm Agent. As a representative, you will be responsible for establishing customer relationships, following up with customers, and educating them about...


  • Tampa, FL , USA, United States Mark Rossmiller - State Farm Agent Full time

    About the RoleWe are seeking a highly motivated and customer-centric individual to join our dynamic team as a Sales Associate. As a key member of our team, you will play a pivotal role in helping individuals and families protect what matters most to them.Key ResponsibilitiesSales and Customer Acquisition: Engage with potential customers to understand their...


  • Tampa, Florida, United States Western & Southern Life Full time

    Job Title: Financial RepresentativeJob Summary:The Financial Representative is a key role at Western & Southern Life, responsible for meeting the financial needs of middle-income clients. This involves educating clients, analyzing their needs, and recommending tailored solutions in an ethical and client-focused manner.Responsibilities:Market Development:...


  • Tampa, Florida, United States Mutual of Omaha Full time

    Unlock Your Potential as a Financial Representative TraineeAre you driven to succeed in the financial services industry? We're seeking ambitious individuals to join our Accelerator Program, a comprehensive trainee experience designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products and building a...


  • Tampa, FL , USA, United States BankUnited Full time

    About BankUnitedBankUnited is a national bank headquartered in Miami Lakes, Florida, with a strong presence in Florida, the New York metropolitan area, Dallas, and Atlanta. Our company prides itself on its entrepreneurial and collaborative culture, fostering a diverse and inclusive environment where employees can advance, grow, and achieve their goals.Our...


  • Tampa, Florida, United States Magellan Financial & Insurance Services, Inc. Full time

    About Us:Magellan Financial & Insurance Services, Inc. is a leading provider of comprehensive financial planning and wealth management services. Our team of experts is dedicated to helping individuals and families achieve their financial goals through personalized guidance and support.Job Summary:We are seeking a highly motivated and experienced Financial...


  • Tampa, Florida, United States Magellan Financial & Insurance Services, Inc. Full time

    About UsMagellan Financial & Insurance Services, Inc. is a leading provider of comprehensive financial planning and wealth management services. Our team of experts is dedicated to helping individuals and families achieve their financial goals.Your RoleAs a Financial Advisor at Magellan Financial & Insurance Services, Inc., you will be responsible for...


  • Tampa, Florida, United States Magellan Financial & Insurance Services, Inc. Full time

    About UsMagellan Financial & Insurance Services, Inc. is a leading provider of comprehensive financial planning and wealth management services. Our team of experts is dedicated to helping individuals and families achieve their financial goals and secure their financial futures.Job SummaryWe are seeking a highly motivated and experienced Financial Advisor to...


  • Tampa, Florida, United States Magellan Financial & Insurance Services, Inc. Full time

    About UsMagellan Financial & Insurance Services, Inc. is a leading independent retirement planning, wealth management, and Registered Investment Advisory firm. Our company is expanding rapidly due to our extensive marketing operation, which includes a strong presence on local and national TV, radio, digital marketing, and live events.Your RoleAs a Financial...