Insurance and Financial Services Representative
2 weeks ago
We are seeking a highly motivated and customer-focused individual to join our team as an Insurance and Financial Services Representative. As a key member of our team, you will be responsible for establishing and maintaining strong relationships with our customers, providing them with personalized service and solutions to meet their insurance and financial needs.
Key Responsibilities- Customer Relationship Building: Establish and maintain strong relationships with our customers, understanding their needs and providing them with tailored solutions.
- Insurance and Financial Services: Educate customers about insurance options and develop leads, schedule appointments, and market appropriate products and services.
- Business Development: Identify customer needs and develop strategies to meet those needs, resulting in increased sales and revenue growth.
- Interest in Insurance and Financial Services: A genuine interest in helping customers manage risk and achieve their financial goals.
- Excellent Communication Skills: Strong written, verbal, and listening skills, with the ability to communicate complex information in a clear and concise manner.
- People-Oriented: A customer-focused approach, with a strong ability to build rapport and trust with customers.
- Detail-Oriented: A high level of attention to detail, with the ability to accurately process and manage customer information.
- Proactive Problem-Solving: A proactive approach to problem-solving, with the ability to think critically and develop creative solutions.
- Ability to Learn: A strong ability to learn and adapt to new systems, processes, and technologies.
We are a dynamic and growing insurance and financial services agency, dedicated to helping our customers achieve their goals and manage risk. Our team is passionate about delivering exceptional service and solutions, and we are committed to building long-term relationships with our customers.
We offer a competitive compensation package, including hourly pay and commission/bonus opportunities. If you are a motivated and customer-focused individual who is passionate about insurance and financial services, we encourage you to apply for this exciting opportunity.
-
Washington, United States Edwin Ampiah-Addison - State Farm Agent Full timeAbout the RoleWe are seeking a highly motivated and customer-focused individual to join our team as an Insurance and Financial Services Representative. As a key member of our team, you will be responsible for establishing and maintaining strong relationships with our customers, providing them with personalized service and solutions to meet their insurance...
-
Insurance and Financial Services Representative
2 weeks ago
Washington, United States Edwin Ampiah-Addison - State Farm Agent Full timeAbout the RoleWe are seeking a highly motivated and customer-focused individual to join our team as an Insurance and Financial Services Representative. As a key member of our team, you will be responsible for establishing and maintaining strong relationships with our customers, providing them with personalized service and solutions to meet their insurance...
-
Insurance Sales Representative
5 days ago
Washington, United States Gillespie Insurance Services Inc Full timeAbout the RoleWe are seeking a highly motivated and results-driven Insurance Sales Representative to join our team at Gillespie Insurance Services Inc. As an Account Manager, you will play a crucial role in building and maintaining strong relationships with our customers, identifying their insurance needs, and providing tailored solutions to meet those...
-
Insurance Sales Representative
7 days ago
Washington, United States Farm Bureau Financial Services Full timeJob DescriptionJob DescriptionInsurance Agent Representative Work for Yourself, Not by Yourself Farm Bureau Financial Services has an immediate opportunity in the Washington, IA location for an entrepreneurial-minded professional. You do not have to have insurance experience to apply, and we have found that everyone from seasoned licensed insurance...
-
Insurance Sales Representative
1 month ago
Washington, United States Farm Bureau Financial Services Full timeJob DescriptionJob DescriptionInsurance Agent Representative – Work for Yourself, Not by Yourself Farm Bureau Financial Services has an immediate opportunity in the Washington, IA location for an entrepreneurial-minded professional. You do not have to have insurance experience to apply, and we have found that everyone from seasoned licensed insurance...
-
Financial Services Representative
4 days ago
Washington, United States Stifel Financial Full timeJob SummaryWe are seeking a highly organized and detail-oriented Client Service Associate to join our team at Stifel Financial. As a Client Service Associate, you will play a critical role in supporting our Financial Advisors and clients by providing exceptional customer service, administrative support, and operational expertise.Key ResponsibilitiesClient...
-
Financial Services Representative
2 weeks ago
Washington, Utah, United States Utah First Credit Union Full timeJob OverviewPosition: Financial Services RepresentativeBecome a vital part of our team at Utah First Credit Union as a full-time Financial Services Representative. This role is designed for individuals who are dedicated to improving the financial health of our members through outstanding service and expertise in financial products. Responsibilities include...
-
Washington, United States Theresainsurance Full timeJob SummaryTheresainsurance is seeking a highly motivated and experienced Insurance and Financial Services Professional to join our team. As a key member of our team, you will be responsible for providing exceptional customer service and sales support to our clients.Key ResponsibilitiesUse a customer-focused, needs-based review process to educate customers...
-
Customer Service Representative
5 days ago
Vancouver, Washington, United States Community Choice Financial Family of Brands Full timeAbout the RoleWe are seeking a highly skilled and customer-focused Customer Service Representative to join our team at Community Choice Financial Family of Brands. As a key member of our financial services team, you will play a vital role in providing exceptional customer experiences and ensuring seamless transactions in our fast-paced environment.Key...
-
Member Service Representative
2 weeks ago
Fort Washington, United States TruMark Financial Full timeTRUMARK FINANCIAL CREDIT UNION JOB DESCRIPTION Job Title: Member Service Representative- Fort Washington Branch Department: Branch Operations Reports To: Branch Manager FLSA Status: Non-Exempt Traveling required to local locations. Position Summary: Effectively educates and uncovers member needs while delivering extraordinary member service to both...
-
Financial Services Representative
2 weeks ago
Washington, United States The Midtown Group Full timeJob SummaryWe are seeking a highly skilled Financial Customer Service Representative to join our team at The Midtown Group. As a key member of our staff, you will provide exceptional customer service to taxpayers, answering inquiries and resolving issues related to business, income, and real property taxes.Key ResponsibilitiesProvide accurate and timely...
-
Financial Services Representative
4 days ago
Wenatchee, Washington, United States WaFd Bank Full timeJob SummaryWaFd Bank is seeking a skilled Financial Services Representative to join our team. As a Personal Banker, you will play a critical role in helping our clients achieve their financial goals by providing expert advice and guidance on our range of banking products and services.Key ResponsibilitiesBuild Strong Relationships: Develop and maintain strong...
-
Financial Services Representative
1 week ago
Washington, United States The Midtown Group Full timeJob SummaryWe are seeking a highly skilled Financial Customer Service Representative to join our team at The Midtown Group. As a key member of our staff, you will provide exceptional customer service to taxpayers, answering inquiries and resolving issues related to business, income, and real property taxes.Key ResponsibilitiesProvide accurate and timely...
-
Senior Financial Services Representative
2 weeks ago
Washington, Washington, D.C., United States United States Senate Federal Credit Union Full timeJoin Our Team - Senior Branch Services RepresentativeOur CommitmentAt United States Senate Federal Credit Union, we strive to improve the financial health of our members by integrating sustainability and security into our financial offerings. We invite you to be part of our mission to support individuals in achieving their financial aspirations throughout...
-
Insurance Sales Representative
4 days ago
Washington, United States Juliajohnson Full timeAbout the Role:We are seeking a highly motivated and experienced Insurance Sales Representative to join our team at Julia Johnson State Farm Agency. As an Insurance Sales Representative, you will be responsible for developing leads, identifying customer needs, and marketing appropriate insurance products and services.Responsibilities:Develop leads and...
-
Financial Clearance Representative
2 months ago
Washington, Washington, D.C., United States MEDSTAR HEALTH Full timeJob Summary: MedStar Health is looking for a Financial Clearance Representative to join our team at MedStar Washington Hospital Center As a Financial Clearance Representative, you will independently complete pre-registration and financial clearance activities for MedStar Washington patients. This position is represented by the Service Employees...
-
Insurance Sales Representative
3 weeks ago
Washington, United States Melissa Huntington-Farmers Insurance Agency Full time $45,000 - $60,000Job DescriptionJob DescriptionOur agency is looking for a confident and highly motivated individual that's interested in a great sales opportunity. Great earnings with future long term career advancement available. As an Insurance Sales Representative you will make outbound calls to generate appointments and market a wide range of insurance products and...
-
Insurance Sales Representative
3 weeks ago
Washington, United States Melissa Huntington-Farmers Insurance Agency Full time $45,000 - $60,000Job DescriptionJob DescriptionOur agency is looking for a confident and highly motivated individual that's interested in a great sales opportunity. Great earnings with future long term career advancement available. As an Insurance Sales Representative you will make outbound calls to generate appointments and market a wide range of insurance products and...
-
Senior Financial Services Representative
4 days ago
Washington, United States Bank of America Full timeJob SummaryAt Bank of America, we are committed to helping our clients achieve their financial goals through personalized service and expert guidance. As a Senior Financial Services Representative, you will play a critical role in building and maintaining strong relationships with our clients, providing them with tailored solutions to meet their unique...
-
Member Service Representative
4 days ago
Fort Washington, Pennsylvania, United States TruMark Financial Full timeJob Title: Member Service Representative - Fort Washington BranchJob Summary:We are seeking a highly motivated and customer-focused Member Service Representative to join our team at TruMark Financial Credit Union. As a Member Service Representative, you will be responsible for providing exceptional service to our members, educating them on our products and...