Financial Services Representative
5 days ago
As a Financial Services Representative with James Winter - State Farm Agent, you will play a crucial role in marketing and selling financial products that manage everyday risks. Your expertise in financial products will enable you to provide consultative advice to customers, helping them make informed decisions about their financial options.
Key Responsibilities- Conduct customer-focused reviews to educate customers about insurance options and provide personalized recommendations.
- Collaborate with the agent to establish and meet marketing goals, driving business growth and success.
- Identify customer needs, develop leads, and market appropriate products and services to meet those needs.
- Must be able to obtain relevant financial service licenses.
- Proficiency in Microsoft Office applications.
- Strong mathematical skills and analytical precision.
- Excellent organizational, problem-solving, and communication skills.
- Exceptional customer service skills and a strong track record of meeting sales goals/quotas.
- 401k plan.
- Competitive base salary plus heavy commission/bonus structure.
- $250/month health stipend.
- Paid time off (vacation and personal/sick days).
- Flexible hours and a dynamic work environment.
- Opportunities for growth and advancement within the agency.
-
Customer Service Representative
2 weeks ago
Saint James, United States James Winter - State Farm Agent Full timeAbout the RoleWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As a key member of our team, you will be responsible for establishing and maintaining strong relationships with our customers, providing them with exceptional service and support, and helping them to achieve their insurance...
-
Financial Services Representative
2 days ago
Saint Paul, Minnesota, United States TRUSTONE FINANCIAL CREDIT UNION Full timeJob SummaryWe are seeking a highly skilled and motivated Financial Services Representative to join our team at TruStone Financial Credit Union. As a key member of our branch staff, you will be responsible for providing exceptional customer service, promoting financial products and services, and contributing to the overall success of our organization.Key...
-
Financial Services Representative
2 days ago
Saint-Brieuc, Bretagne, United States Voya Financial Advisors Inc Full timeAbout the RoleVoya Financial Advisors, Inc., a leading independent broker-dealer in the defined contribution and defined benefit business, is seeking a Financial Professional to join our team in the greater Frederick MD area.Key ResponsibilitiesEnroll clients in 403(b)/457 plans and provide retirement and investment strategiesConduct one-on-one appointments,...
-
Saint James, United States James Winter - State Farm Agent Full timeJob DescriptionJob DescriptionROLE DESCRIPTION:As a Financial Services Representative State Farm Agent Team Member with James Winter - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers...
-
Customer Service Representative
1 week ago
Saint James, United States James Winter - State Farm Agent Full timeAbout the RoleWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As a key member of our team, you will be responsible for establishing and maintaining strong relationships with our customers, providing them with exceptional service and support.Key ResponsibilitiesDevelop and maintain a...
-
Customer Service Representative
5 days ago
Saint James, United States James Winter - State Farm Agent Full time**About James Winter - State Farm Agent**We are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As a representative of James Winter - State Farm Agent, you will play a crucial role in providing exceptional service to our customers and helping them achieve their financial goals.**Key...
-
Financial Services Representative
2 weeks ago
Saint Paul, Minnesota, United States Associated Healthcare Credit Union Full timeJob OverviewAssociated Healthcare Credit Union is seeking a motivated full-time Financial Services Representative for their operations. This role involves managing the opening of new accounts, performing consumer lending tasks, and promoting additional products and services to our members. Financial Services Representatives will cultivate relationships with...
-
Client Service Representative
3 days ago
Saint-Bauzille-de-Putois, Occitanie, United States Advisor Employee Services Full timeAbout the RoleWe are seeking a highly skilled Client Service Representative to join our team at Advisor Employee Services. As a Client Service Representative, you will be responsible for delivering exceptional customer service to our clients, ensuring accurate and timely solutions to their financial service needs.Key ResponsibilitiesProvide outstanding...
-
Financial Services Representative
4 days ago
Saint Joseph, Michigan, United States Jaden Gebbink - State Farm Agent Full timeJob OverviewAs a Financial Services Representative with Jaden Gebbink - State Farm Agent, you will play a crucial role in marketing and selling financial products that help customers manage everyday risks.Key ResponsibilitiesCustomer Education: Use a customer-focused, needs-based review process to educate customers about insurance options and provide them...
-
Senior Customer Service Representative
3 days ago
Saint James, Minnesota, United States Citizens Bank Minnesota Full timeJob Summary:Citizens Bank Minnesota is seeking a highly skilled and customer-focused Senior Customer Service Representative to join our team. As a key member of our customer service team, you will be responsible for delivering exceptional customer experiences, resolving customer inquiries, and promoting our products and services.Key Responsibilities:Process...
-
Client Service Representative
5 days ago
Saint-Bauzille-de-Putois, Occitanie, United States Advisor Employee Services Full timeJob DescriptionJob Title: Client Service Representative - Financial Services ExpertJob Summary:We are seeking a highly motivated and organized Client Service Representative to join our team at Advisor Employee Services. As a key member of our team, you will play a critical role in providing outstanding service to our clients, ensuring their financial needs...
-
Financial Services Representative
2 hours ago
Saint Paul, Minnesota, United States Minnesota Insurance Careers Full timeJob OpportunityMinnesota Insurance Careers is seeking a dedicated and driven individual to join our team as a Full-Time Financial Services Representative. If you are determined and have excellent relationship-building skills, this could be a rewarding career opportunity with excellent income and growth potential.As a Financial Services Representative, you...
-
Client Services Representative
2 days ago
Saint Cloud, Minnesota, United States Cetera Financial Group Full timeAbout the RoleWe are seeking a highly skilled and detail-oriented Client Services Representative to join our team at Cetera Financial Group. As a key member of our team, you will play a critical role in supporting our Financial Advisors with their day-to-day operations, enhancing the customer service level, and experience.Key ResponsibilitiesAct as a liaison...
-
Customer Service Representative
2 weeks ago
Saint Francis, Wisconsin, United States Wintrust Financial Full timeCompany Overview:Wintrust is a prominent financial holding entity managing approximately $50 billion in assets and publicly traded on the NASDAQ: WTFC.Our Philosophy:Embracing the "HAVE IT ALL" model, Wintrust combines advanced technology and the extensive resources of a large financial institution while prioritizing personalized, service-oriented community...
-
Saint Petersburg, United States Growth Financial Team of Greater St. Pete Full timeFinancial Representative Job DescriptionAbout the Role:We are seeking a highly motivated and skilled Financial Representative to join our team at the Growth Financial Team of Greater St. Pete. As a Financial Representative, you will play a crucial role in helping individuals and businesses achieve their financial goals through personalized insurance...
-
Customer Service Representative
4 days ago
Saint James, United States James Winter - State Farm Agent Full timeJob Description**About the Role**We are seeking a highly motivated and customer-focused individual to join our team as an Agent Team Member. As a key member of our team, you will play a vital role in helping our customers achieve their financial goals.Key Responsibilities:Customer Relationship Building: Establish and maintain strong relationships with our...
-
Financial Services Representative
4 days ago
Saint Paul, Minnesota, United States Samantha Ferrell - State Farm Agent Full timeJob OpportunityWe are seeking a highly motivated and customer-focused individual to join our team as a Financial Services Representative. As a member of our agency, you will have the opportunity to build and develop customer relationships within the community to promote State Farm products, including auto, home, and life insurance.Key...
-
Financial Services Representative
5 days ago
Saint-Cyr-de-Salerne, Normandie, United States Chad Richards - State Farm Agent Full timeJob OverviewChad Richards - State Farm Agent is seeking a highly motivated and career-oriented professional to join their team as a Financial Services Representative. As a key member of the team, you will play a crucial role in building and developing customer relationships within the community to promote State Farm products, including auto, home, and life...
-
Customer Service Representative
3 days ago
Saint-Martin-sous-Montaigu, Bourgogne-Franche-Comté, United States Security Finance Full timeAbout UsSecurity Finance is a leading provider of financial services, offering easy and safe installment loans and income tax preparation to communities across the country.Job SummaryWe are seeking a highly motivated and customer-focused Customer Service Representative to join our team. As a Customer Service Representative, you will be the first point of...
-
Financial Trader
3 hours ago
Saint Cloud, Minnesota, United States Cetera Financial Group Full timeAbout the RoleCetera Financial Group is seeking a highly skilled Financial Trader to join our team. As a Financial Trader, you will be responsible for executing trade orders for stocks, bonds, mutual funds, and other investment products.Key ResponsibilitiesExecute trade orders for various investment products in a timely and efficient manner.Provide trading...