Financial Services Representative
4 days ago
We are seeking a highly motivated and sales-driven Financial Services Representative to join our team at Sarah Wright - State Farm Agent. As a key member of our team, you will be responsible for developing leads, scheduling appointments, and identifying customer needs to market appropriate products and services.
Responsibilities- Develop and execute sales strategies to meet marketing goals and quotas.
- Work closely with the agent to establish and maintain strong customer relationships.
- Assist in the development of marketing plans and campaigns to promote insurance products and services.
- Provide exceptional customer service and support to ensure customer satisfaction and loyalty.
- 1-2 years of sales experience in a related field, preferably in insurance or financial services.
- Proven track record of meeting sales goals and quotas.
- Excellent communication and interpersonal skills.
- Ability to obtain property, casualty, life, and health licenses.
- Competitive salary and commission/bonus structure.
- Paid time off and health benefits.
- Opportunities for growth and advancement within the company.
- Licensing reimbursement after 3 months.
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Financial Services Professional
1 week ago
Colorado Springs, Colorado, United States Lakeshore Financial Group Full time{"title": "Financial Advisor", "description": "Unlock Your Potential as a Financial AdvisorLakeshore Financial Group is a dynamic and rapidly growing company seeking ambitious individuals to join our Colorado team as Financial Advisors. As a Financial Advisor, you will have the opportunity to build lasting client relationships, develop your expertise, and...
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Financial Services Representative
2 weeks ago
Colorado Springs, Colorado, United States UMB Financial Corporation Full timeAbout the RoleAs a Personal Banker at UMB, you will be responsible for building and maintaining strong relationships with customers, providing expert financial guidance, and delivering exceptional customer service. This role requires a strong understanding of financial products and services, as well as excellent communication and interpersonal skills.Key...
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Financial Services Representative
3 weeks ago
Colorado Springs, Colorado, United States Kendra Gries - State Farm Agent Full timeAbout the RoleWe are seeking a highly motivated and results-driven Financial Services Representative to join our team at Kendra Gries - State Farm Agent. As a Financial Representative, you will play a critical role in helping our customers achieve their financial goals and manage the risks of everyday life.Key ResponsibilitiesUse a customer-focused,...
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Financial Services Representative
3 weeks ago
Colorado Springs, Colorado, United States Inbank Full timeJob SummaryWe are seeking a highly skilled and motivated Financial Services Representative to join our team at InBank. As a Financial Services Representative, you will be responsible for providing exceptional customer service, building relationships with clients, and promoting financial solutions to meet their needs.Key ResponsibilitiesAssist clients with...
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Financial Services Representative
11 hours ago
Colorado Springs, Colorado, United States Sean McCorkle - State Farm Agent Full timeJob OverviewAs a Registered Representative with Sean McCorkle - State Farm Agent, you will play a crucial role in marketing 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...
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Insurance and Financial Services Representative
7 hours ago
Colorado Springs, Colorado, United States Mike Wuest - State Farm Agent Full timeJob SummaryWe are seeking a highly motivated and customer-focused Insurance and Financial Services Representative to join our team at Mike Wuest - State Farm Agent. As an Insurance and Financial Services Representative, you will be responsible for providing exceptional customer service, building relationships with clients, and helping them achieve their...
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Financial Services Representative
3 weeks ago
Colorado Springs, Colorado, United States Inbank Full timeJob SummaryWe are seeking a highly motivated and customer-focused Financial Services Representative to join our team at InBank. As a key member of our banking team, you will be responsible for providing exceptional customer service, building relationships with clients, and promoting financial solutions to meet their needs.Key ResponsibilitiesCustomer...
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Financial Services Representative
4 weeks ago
Colorado Springs, Colorado, United States Kendra Gries - State Farm Agent Full timeJob OverviewAs a Financial Services Representative with Kendra Gries - State Farm Agent, you will play a key role in building and developing customer relationships within the community to promote State Farm products, including auto, home, and life insurance.Key ResponsibilitiesCustomer-Focused Sales Approach: Utilize a customer-centric, needs-based review...
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Financial Services Representative
3 weeks ago
Colorado Springs, Colorado, United States Inbank Full timeJob SummaryWe are seeking a highly motivated and customer-focused Financial Services Representative to join our team at InBank. As a key member of our banking team, you will be responsible for providing exceptional customer service, building relationships with clients, and promoting financial solutions to meet their needs.Key ResponsibilitiesAssist clients...
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Financial Services Representative
2 weeks ago
Colorado Springs, Colorado, United States Access Data Consulting Corporation Full timeJob SummaryWe are seeking a highly skilled Financial Customer Service Representative to join our team at Access Data Consulting Corporation.This role is responsible for providing exceptional customer support and servicing of online banking products, driving customer retention through excellent customer support and ongoing assistance related to technical...
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Financial Services Representative
4 weeks ago
Colorado Springs, Colorado, United States Adams Bank and Trust Full timeJob DescriptionWe are seeking a highly motivated and customer-focused individual to fill the role of Financial Services Representative at Adams Bank and Trust.This position combines the responsibilities of a teller and personal banking professional, including building strong relationships with customers, cross-selling bank products and services, and opening...
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Insurance and Financial Services Representative
4 weeks ago
Colorado Springs, Colorado, United States Sarah Wright - State Farm Agent Full timeJob OpportunityWe are seeking a highly motivated and results-driven Insurance and Financial Services Representative to join our team at Sarah Wright - State Farm Agent. As a key member of our agency, you will play a critical role in building and maintaining strong relationships with our clients, identifying their needs, and providing tailored solutions to...
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Colorado Springs, Colorado, United States UMB Financial Corporation Full timeAbout the RoleWe are seeking a highly motivated and experienced Senior Fund Services Business Development Representative to join our team. As a key member of our sales team, you will be responsible for selling UMB Fund Services' outsourced back office solutions and turnkey programs to financial intermediaries in a national territory.Key...
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Customer Service Representative
4 weeks ago
Colorado Springs, Colorado, United States Jenni King - State Farm Agent Full timePosition Overview:We are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative - Insurance and Financial Services. As a key member of our team, you will be responsible for providing exceptional customer experiences, building strong relationships with clients, and promoting our insurance and financial...
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Financial Services Representative
6 hours ago
Colorado Springs, Colorado, United States Equitable Advisors Full timeAbout Equitable AdvisorsEquitable Advisors is a leading wealth management firm dedicated to helping individuals and businesses achieve their financial goals. Our team of experienced professionals is committed to delivering exceptional customer service and building long-term relationships with our clients.Job SummaryWe are seeking a highly motivated and...
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Financial Services Specialist
7 days ago
Colorado Springs, Colorado, United States Capstone Colorado - a MassMutual firm Full timeAbout UsAt Capstone Colorado, we pride ourselves on delivering personalized financial planning and investment advice to individuals, families, and businesses. Our team is dedicated to building long-term relationships with our clients, understanding their unique goals and aspirations, and providing tailored solutions to help them achieve financial success.We...
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Colorado Springs, Colorado, United States Patrick Hall - State Farm Agent Full timeJob OverviewAre you a customer-focused individual with a passion for insurance and financial services? Do you enjoy working with the public and building strong relationships? If so, we may have the perfect opportunity for you!ResponsibilitiesEstablish and maintain strong customer relationships through regular follow-ups and needs-based reviews.Use a...
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Veteran Financial Planning Specialist
4 weeks ago
Colorado Springs, Colorado, United States First Command Financial Services, Inc. Full timeAbout the RoleFirst Command Financial Services, Inc. is seeking a highly motivated and experienced Financial Advisor to join our team. As a Financial Advisor, you will play a critical role in helping military families achieve their financial goals and dreams.Key ResponsibilitiesDirectly engage with the military community by partnering with local military...
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Colorado Springs, Colorado, United States Christopher Smith - State Farm Agent Full timeJob OverviewCompensation and Benefits:Performance-based bonusesAttractive salary packagePaid leave benefitsSigning bonus availableROLE SUMMARY:Christopher Smith - State Farm Agent is on the lookout for a driven Producer who can identify opportunities and effectively convert leads into enduring client relationships. As a member of our team in the Insurance...
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Member Service Representative
2 weeks ago
Colorado Springs, Colorado, United States Navy Federal Credit Union Full timeJob SummaryNavy Federal Credit Union is seeking a highly skilled Member Service Representative to join our team. As a Member Service Representative, you will be responsible for providing exceptional service to our members, answering their questions, and resolving their issues in a timely and professional manner.Key ResponsibilitiesAnalyze and resolve complex...