Current jobs related to Financial Services Representative - Tacoma, Washington - Bankers Life


  • Tacoma, Washington, United States Puget Sound Financial Strategies Full time

    Lead Financial AdvisorAre you looking to join an independently owned firm where you can have the support to grow your book of business and clientele? Do you currently work for a company that is not a good long-term fit? Are you a half step away from wanting to break out and start your own business but aren't sure if you want to take on that endeavor...


  • Tacoma, Washington, United States Sound Credit Union Full time

    We are seeking a dedicated and results-driven Teller Floater / Member Service Representative to support our branches in the Pierce Central Region.Main Responsibilities:Assist members with financial transactions, respond to inquiries, and build relationships to deliver exceptional member service.Requirements:One year of experience in a customer service...


  • Tacoma, Washington, United States Sound Credit Union Full time

    About the Role:We are seeking a highly motivated and customer-focused Service Representative Float to join our team. As a key member of our branch operations, you will provide exceptional service to our members, ensuring their financial needs are met with professionalism and efficiency.Responsibilities:Provide accurate and timely financial services to...


  • Tacoma, Washington, United States Sound Credit Union Full time

    At Sound Credit Union, we are seeking a highly motivated and customer-focused individual to join our team as a Teller Floater / Member Service Representative.Key Responsibilities:Provide exceptional member service by assisting with financial transactions, responding to inquiries, and building relationships.Requirements:One year of experience in a customer...


  • Tacoma, Washington, United States Sound Credit Union Full time

    Job OverviewSound Credit Union is seeking a talented Customer Service Representative to join our team. In this role, you will be the first point of contact for our members, assisting with financial transactions, responding to inquiries, and building relationships to deliver exceptional member service.We offer a unique Call Center Progression Model that...


  • Tacoma, Washington, United States City of Tacoma Full time

    As a Financial Services Coordinator, you will play a critical role in supporting the financial needs of our Customer Services division. This includes providing financial analysis, budgeting, and forecasting support to ensure efficient use of resources.Your Key Responsibilities will include:Collaborating with departmental staff to identify opportunities for...


  • Tacoma, Washington, United States CRH plc Full time

    This position is responsible for ensuring the highest level of customer satisfaction by providing support, guidance, proper follow-up and resolution of client inquiries or issues. Along with coordinating with sales department, shipping, receiving, cu Customer Service Representative, Customer Service, Representative, Manufacturing, Retail, Delivery


  • Tacoma, Washington, United States Edward Jones Full time

    About the OpportunityWe are seeking a highly motivated and experienced Financial Services Assistant to join our team. As a key member of our Branch Team, you will be responsible for providing exceptional customer service, managing client relationships, and supporting the development of strategies to help clients achieve their financial goals.You will have...


  • Tacoma, Washington, United States City of Tacoma, WA Full time

    About the Role    As a Financial Services Coordinator, you will play a crucial role in supporting our financial operations, including budget analysis, procurement management, and financial reporting. In this position, you will assist with the development and implementation of financial policies and procedures, ensuring compliance with organizational...


  • Tacoma, Washington, United States The Kroger Company Full time

    We are looking for a highly motivated and customer-focused Cashier/ Customer Service Representative to join our team at The Kroger Company. As a Cashier/Customer Service Representative, you will be responsible for providing exceptional customer service and ensuring a smooth checkout process.About the Job ResponsibilitiesYour key responsibilities will...


  • Tacoma, Washington, United States Cardiac Study Center Full time

    Patient Services Representative – General and Specialty Cardiology   Cardiac Study Center/ Pulse Heart Institute, Tacoma, WA The Company  Since its creation, Cardiac Study Center (CSC) has contracted with Pulse Heart Institute for outpatient cardiology and billing services. CSC is a proud partner of Pulse,...


  • Tacoma, Washington, United States Walmart Full time

    We're seeking highly skilled Customer Service Representatives to join our e-commerce team. As a Customer Service Representative, you'll be responsible for providing top-notch customer service to our online customers.Your key responsibilities will include:Acknowledging and greeting customers with a smileAnswering customer questions in a timely and...


  • Tacoma, Washington, United States Eastman Credit Union Full time

    **Job Overview:**We are seeking a highly skilled and experienced Customer Service Representative to join our team. As a Customer Service Representative, you will be responsible for delivering high-quality, customer-focused services to internal and external customers.**Key Responsibilities:**Deliver High-Quality Customer-Focused Services: Provide exceptional...


  • Tacoma, Washington, United States Sound Credit Union Full time

    In this dynamic role, you'll assist our members with financial transactions, respond to inquiries, build relationships, and provide information on account status, balances, and loan details. As a key member of our branch operations, you'll deliver exceptional service, handle cash transactions, and maintain accurate records.To succeed in this position, you'll...


  • Tacoma, Washington, United States Edward Jones Full time

    At Edward Jones, we believe in delivering exceptional personalized service to our clients. As a Branch Office Administrator (BOA), you will be a critical member of the client team, working closely with financial advisors to help clients achieve their long-term financial goals.Key Responsibilities:Deliver exceptional personalized service to ensure clients...


  • Tacoma, Washington, United States U-Haul Full time

    Return to Job SearchCustomer Service RepresentativeAre you a people person? Do you love helping others? U-Haul is in search of friendly, motivated people for the position of Customer Service Representative. As a Customer Service Representative, you will work as part of a supportive team to be the face of U-Haul company's exceptional service and ensuring that...


  • Tacoma, Washington, United States Crawford Thomas Recruiting Full time

    Tacoma, WA - Route Sales & Service Representative Salary: $52,000-$55,000 (negotiable/based on experience) + commission and bonus opportunities + benefits + company vehicle $65-80k total compensation (base & Commission) Our Client is currently hiring a Sales & Service Representative to join their team. They are looking for someone who can work independently,...


  • Tacoma, Washington, United States David's Bridal, Inc. Full time

    Alterations Specialist Essential Job Functions:Customer Focus. Welcome all customers with genuine, and friendly enthusiasm over the phone, virtual chats and in person. Communicate clearly and concisely adapting style to suit customers by problem solv Customer Service, Representative, Service, Customer, Retail, Support


  • Tacoma, Washington, United States David's Bridal, Inc. Full time

    Alterations Specialist Essential Job Functions:Customer Focus. Welcome all customers with genuine, and friendly enthusiasm over the phone, virtual chats and in person. Communicate clearly and concisely adapting style to suit customers by problem solv Customer Service, Representative, Service, Customer, Retail, Support


  • Tacoma, Washington, United States Sound Credit Union Full time

    Why Sound Credit Union?We pride ourselves on fostering a workplace that celebrates diversity and inclusivity, ensuring every voice is heard and valued. Our unique Branch Progression Model provides opportunities for advancement and salary growth through on-the-job training and structured compensation increases.Job DescriptionDeliver exceptional member service...

Financial Services Representative

1 week ago


Tacoma, Washington, United States Bankers Life Full time

Job Description:

We are seeking a highly motivated Financial Services Representative to join our team. As a Financial Services Representative, you will be responsible for assessing clients' financial needs and providing expert life and health insurance recommendations.

The ideal candidate will have excellent communication and sales skills, as well as a strong understanding of financial products and services.

Our company offers a competitive commission structure, passive income opportunities, and bonus programs, making it an attractive career choice for motivated individuals.

Career Development:

  • Mentorship: Receive guidance from experienced professionals to help you succeed in your career.
  • Training Programs: Participate in fully paid study programs for insurance licensing, SIE, Series 6, Series 7, Series 63, Series 66, Series 65, and CFP.