Financial Services Representative
4 weeks ago
At Western & Southern Life, we are seeking a highly motivated and results-driven Financial Representative to join our team. As a Financial Representative, you will play a critical role in meeting the financial needs of our middle-income clients by providing personalized financial solutions and exceptional customer service.
Key Responsibilities:- Identify and develop targeted marketing plans to reach middle-market clients.
- Prospect and network with potential clients to build relationships and identify new business opportunities.
- Conduct sales, conservation, and service appointments with clients to provide tailored financial solutions.
- Develop and implement effective sales and marketing strategies to drive business growth.
- Build and maintain strong relationships with clients to ensure their evolving financial needs are met.
- Stay up-to-date with industry trends and developments to provide expert advice and guidance to clients.
- High level of integrity and strong work ethic.
- Excellent interpersonal, relationship, and influence skills.
- Effective communication skills, including listening, speaking, and writing.
- Ability to analyze client needs and provide tailored financial solutions.
- Strong analytical and problem-solving skills.
- Ability to work independently and as part of a team.
- College degree or equivalent.
- Working knowledge of word processing and spreadsheet applications.
- Working knowledge of internet and email.
- Competitive compensation and benefits package.
- Opportunities for professional growth and development.
- Collaborative and dynamic work environment.
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Financial Services Representative
5 days ago
Asheville, North Carolina, United States Western & Southern Life Full timeJob Title: Financial RepresentativeAt Western & Southern Life, we are seeking a highly motivated and results-driven Financial Representative to join our team. As a Financial Representative, you will play a critical role in meeting the financial needs of our middle-income clients by providing personalized financial solutions and exceptional customer...
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Financial Services Representative
2 months ago
Asheville, North Carolina, United States Western & Southern Life Full timeAbout the RoleWe are seeking a highly skilled and motivated Financial Representative to join our team at Western & Southern Life. As a Financial Representative, you will play a critical role in meeting the financial needs of our clients by providing expert advice and guidance on risk protection, financial security, and wealth creation.Key...
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Financial Services Representative
1 day ago
Asheville, North Carolina, United States Local Government Federal Credit Union Full timeJob OverviewLocal Government Federal Credit Union is seeking a highly skilled Financial Services Representative to join our team. As a key member of our branch staff, you will play a crucial role in providing exceptional member service and promoting our financial products and services.Key ResponsibilitiesDeliver personalized solutions to meet the financial...
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Financial Services Representative
3 weeks ago
Asheville, North Carolina, United States Western & Southern Life Full timeJob Title: Financial RepresentativeJob Summary:The Financial Representative is a key role at Western & Southern Life, responsible for meeting the financial needs of middle-income clients. This involves educating clients, analyzing their needs, and recommending tailored solutions in an ethical and client-focused manner.Responsibilities:Market Development:...
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Financial Services Representative
4 days ago
Asheville, North Carolina, United States Western & Southern Life Full timeJob Title: Financial RepresentativeJob Summary:The Financial Representative is a key role in meeting the financial needs of middle-income clients by providing risk protection, financial security, and wealth creation solutions. This position requires strong interpersonal and communication skills to educate clients, analyze their needs, and recommend tailored...
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Financial Services Representative
24 hours ago
Asheville, North Carolina, United States Local Government Federal Credit Union Full timeJob SummaryThe Financial Services Representative will play a crucial role in providing exceptional member experience by offering personalized solutions, creating memorable interactions, and exceeding member expectations. This position requires a strong understanding of financial products and services, as well as excellent communication and interpersonal...
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Financial Services Representative
3 weeks ago
Asheville, North Carolina, United States Self-Help Full timeAbout Self-HelpWe are a nonprofit organization dedicated to creating and protecting ownership and economic opportunity. Our mission is to promote economic justice by providing fair and affordable loans, working with partners to demand policy changes, and supporting community development.Job SummaryWe are seeking a Member Service Representative/Teller to join...
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Financial Services Representative I
21 hours ago
Asheville, North Carolina, United States First Citizens Bank Full timeJob Summary:A Financial Services Representative at First Citizens Bank supports sales and service delivery in the branch. The ideal candidate will build and expand banking relationships through proactive customer outreach and customer service requests. Key Responsibilities:Proactively engage with customers to understand their banking needs and financial...
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Financial Services Representative
2 weeks ago
Asheville, North Carolina, United States Edward Jones Full timeJob OverviewAs a Branch Office Administrator at Edward Jones, you will play a critical role in helping clients achieve their long-term financial goals. You will work closely with financial advisors to provide exceptional personalized service, identify opportunities to create efficiency, and manage multiple priorities in a deadline-driven environment.Key...
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Financial Services Professional
3 days ago
Asheville, North Carolina, United States Western & Southern Life Full timeJob Title: Financial RepresentativeAt Western & Southern Life, we are seeking a highly motivated and client-focused Financial Representative to join our team. As a Financial Representative, you will play a critical role in meeting the financial needs of our middle-income clients by providing personalized financial solutions and exceptional customer...
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Insurance Sales Representative
4 weeks ago
Asheville, North Carolina, United States Alchemy Financial Group Full timeAbout the Sales Representative PositionWe're seeking a highly motivated and results-driven sales representative to join our team at Alchemy Financial Group. As a sales representative, you will play a critical role in driving top-line revenue growth, customer acquisition levels, and profitability.Key Responsibilities:Provide accurate and timely information...
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Customer Service Representative
1 month ago
Asheville, North Carolina, United States Percepta Full time**Job Summary**We are seeking a highly skilled Customer Service Representative to join our team at Percepta. As a key member of our customer service team, you will be responsible for delivering exceptional customer experiences and providing timely and professional support to our clients.About the RoleThe Customer Service Representative will be responsible...
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Customer Service Representative
3 weeks ago
Asheville, North Carolina, United States First Citizens Bank Full timeOverviewAre you passionate about delivering exceptional customer experiences? First Citizens Bank is seeking a highly motivated and customer-focused Sales and Service Representative to join our branch team.Key ResponsibilitiesEngage customers in conversation to understand their banking needs and preferencesProcess transactions accurately and...
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Customer Service Representative
4 weeks ago
Asheville, North Carolina, United States Percepta Full timeAbout the RoleWe are seeking a highly skilled Customer Service Representative to join our team at Percepta. As a key member of our contact center, you will be responsible for delivering exceptional customer experiences and providing timely and professional support to our clients.Key ResponsibilitiesProvide customer service in response to inquiries or...
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Customer Service Representative
1 month ago
Asheville, North Carolina, United States Percepta Full time**Job Summary**We are seeking a highly skilled Customer Service Representative to join our team at Percepta. As a key member of our customer service team, you will be responsible for delivering exceptional customer experiences across various markets.Key Responsibilities:Provide timely and professional customer service in response to inquiries or...
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Patient Service Representative
4 weeks ago
Asheville, North Carolina, United States Allergy Partners Full timeJob SummaryWe are seeking a highly organized and detail-oriented Patient Service Representative to join our team at Allergy Partners. As a key member of our front office staff, you will be responsible for providing exceptional patient care and administrative support to our healthcare team.ResponsibilitiesFront Office Operations: Register patients, answer...
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Customer Service Representative
4 weeks ago
Asheville, North Carolina, United States Scopeair Full timeJob SummaryWe are seeking a highly skilled Customer Service Representative to join our team at Scopeair. As a key member of our customer service team, you will be responsible for providing exceptional service to our customers, answering their questions, and resolving their issues in a timely and professional manner.ResponsibilitiesProvide a wide range of...
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Customer Service Representative
4 weeks ago
Asheville, North Carolina, United States YMCA of Western North Carolina Full timeAbout the RoleThe YMCA of Western North Carolina is seeking a highly skilled Customer Service Specialist to join our team. As a key representative of our organization, you will be responsible for delivering exceptional service to our members, program participants, and staff. This is a part-time hourly position, working in our Business Office in Asheville,...
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Financial Services Associate
3 weeks ago
Asheville, North Carolina, United States Edward Jones Full timeAbout the RoleWe are seeking a highly skilled and motivated individual to join our team as a Branch Office Administrator. As a key member of our branch team, you will play a critical role in delivering exceptional client service and supporting our financial advisors in achieving their goals.Key ResponsibilitiesDevelop and maintain strong relationships with...
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Luxury Customer Service Representative
4 weeks ago
Asheville, North Carolina, United States Percepta Full timeJob Title: Luxury Customer Service RepresentativeJob Summary: We are seeking a highly skilled Luxury Customer Service Representative to join our team at Percepta. As a key member of our Jaguar Land Rover Concierge team, you will be responsible for delivering exceptional customer experiences and providing customized support to our luxury customers.Key...