Insurance and Financial Services Representative

2 weeks ago


Washington, United States Edwin Ampiah-Addison - State Farm Agent Full time
About the Role

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.
Requirements
  • 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.
About Our Agency

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 time

    About 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...


  • Washington, United States Edwin Ampiah-Addison - State Farm Agent Full time

    About 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...


  • Washington, United States Gillespie Insurance Services Inc Full time

    About 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...


  • Washington, United States Farm Bureau Financial Services Full time

    Job 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...


  • Washington, United States Farm Bureau Financial Services Full time

    Job 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...


  • Washington, United States Stifel Financial Full time

    Job 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...


  • Washington, Utah, United States Utah First Credit Union Full time

    Job 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 time

    Job 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...


  • Vancouver, Washington, United States Community Choice Financial Family of Brands Full time

    About 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...


  • Fort Washington, United States TruMark Financial Full time

    TRUMARK 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...


  • Washington, United States The Midtown Group Full time

    Job 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...


  • Wenatchee, Washington, United States WaFd Bank Full time

    Job 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...


  • Washington, United States The Midtown Group Full time

    Job 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...


  • Washington, Washington, D.C., United States United States Senate Federal Credit Union Full time

    Join 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...


  • Washington, United States Juliajohnson Full time

    About 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...


  • Washington, Washington, D.C., United States MEDSTAR HEALTH Full time

    Job 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...


  • Washington, United States Melissa Huntington-Farmers Insurance Agency Full time $45,000 - $60,000

    Job 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...


  • Washington, United States Melissa Huntington-Farmers Insurance Agency Full time $45,000 - $60,000

    Job 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...


  • Washington, United States Bank of America Full time

    Job 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...


  • Fort Washington, Pennsylvania, United States TruMark Financial Full time

    Job 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...