Financial Services Representative

4 weeks ago


Owings Mills, Maryland, United States Western & Southern Life Full time
Job Title: Financial Representative

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 them with tailored solutions for risk protection, financial security, and wealth creation.

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 them with personalized financial solutions.
  • Develop and implement effective sales and marketing strategies to achieve business goals.
  • Build and maintain strong relationships with clients to ensure their evolving financial needs are being met.
  • Stay up-to-date with industry trends and developments to provide clients with the best possible advice.
Requirements:
  • 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 solutions.
  • Strong analytical and problem-solving skills.
  • Ability to work independently and as part of a team.
Preferred Qualifications:
  • College degree or equivalent.
  • Working knowledge of word processing and spreadsheet applications.
  • Working knowledge of internet and email.
What We Offer:
  • Competitive salary and bonus structure.
  • Opportunities for professional growth and development.
  • Collaborative and dynamic work environment.
  • Recognition and rewards for outstanding performance.


  • Owings Mills, Maryland, United States Western & Southern Life Full time

    Job 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...


  • Owings Mills, Maryland, United States T. Rowe Price Group, Inc. Full time

    Key Responsibilities:As a Financial Services Representative at T. Rowe Price Group, Inc., you will serve as the primary point of contact for clients seeking education and advice on investment, retirement, and education planning. Your role will involve delivering exceptional client service, meeting defined sales targets, and maintaining a high level of...


  • Owings Mills, Maryland, United States Voya Financial Advisors Inc Full time

    Financial Professional Opportunity at Voya Financial Advisors IncVoya Financial Advisors Inc, a leading independent broker-dealer, is seeking a skilled Financial Professional to join our team in the greater Baltimore area. As a Financial Professional, you will be responsible for building and maintaining relationships with plan sponsors, providing retirement...


  • Owings Mills, Maryland, United States T. Rowe Price Group, Inc. Full time

    Key Responsibilities:Establish and maintain strong relationships with clients to understand their financial needs and goals.Deliver personalized investment advice and guidance to help clients achieve their objectives.Work closely with internal teams to ensure seamless client service and support.Requirements:Strong communication and interpersonal...


  • Owings Mills, Maryland, United States Western & Southern Life Full time

    Job Title: Financial RepresentativeAt Western & Southern Life, we are seeking a highly motivated and results-driven Financial Representative to join our team.Job Summary:The Financial Representative will be responsible for meeting the middle-income client needs for risk protection, financial security, and wealth creation by educating clients, analyzing...


  • Owings Mills, Maryland, United States The Western and Southern Life Insurance Company Full time

    Unlock Your Potential at Western & Southern LifeAre you a motivated individual with strong interpersonal skills looking to grow in your career? If you're driven by new challenges and want to make an impact, you may be an ideal candidate for a career at Western & Southern Life, a member of Western & Southern Financial Group, a Fortune 500 company.As a...


  • Owings Mills, Maryland, United States Advanced Radiology Services Full time

    At Advanced Radiology Services, we are committed to delivering exceptional patient care and experience. As a Patient Service Representative, you will play a vital role in ensuring our patients receive the best possible service.Key Responsibilities:Greet and register patients in a friendly and service-oriented manner.Obtain or verify proper insurance and...


  • Owings Mills, Maryland, United States Wegmans Food Markets Full time

    Job SummaryWe are seeking a highly motivated and customer-focused individual to join our sub shop team as a Customer Service Representative. As a key member of our team, you will be responsible for providing exceptional customer service, preparing fresh sub sandwiches and other delicious products, and maintaining a clean and organized store environment.Key...


  • Owings Mills, Maryland, United States All Financial Services Full time

    Job OverviewMortgage Loan Officers at All Financial Services play a vital role in guiding potential borrowers through the loan application process. They possess excellent interpersonal skills and the ability to navigate complex financial documents.Key Responsibilities:Provide exceptional customer service to homebuyers and realtors.Originate purchase and...


  • Owings Mills, Maryland, United States Quadrant Inc Full time

    Job Title: Customer Service RepresentativeJob Summary: We are seeking a skilled Customer Service Representative to join our team at Quadrant Inc. The ideal candidate will have experience in customer service, particularly in the healthcare industry.Responsibilities:Provide exceptional customer service to patients and familiesRespond to customer inquiries and...


  • Owings Mills, Maryland, United States State Farm Insurance Full time

    Customer Service RepresentativeAt State Farm Insurance, we're looking for a skilled Customer Service Representative to join our team. As a key member of our customer service team, you'll be responsible for providing exceptional service to our customers, answering their inquiries, and resolving their issues in a timely and professional manner.Key...


  • Owings Mills, Maryland, United States Wegmans Full time

    Customer Service Representative at WegmansAs a Customer Service Representative at Wegmans, you will have the opportunity to make a difference in a customer's day and be the reason they return to the store. You will be part of an energetic team where you can share your passion for food and exceptional products with customers. Your enthusiasm and knowledge...


  • Owings Mills, Maryland, United States Giant Food Full time

    About the Role:We are seeking a skilled Customer Service Representative to join our team at Giant Food. As a Customer Service Representative, you will be responsible for providing exceptional customer service, ensuring a positive shopping experience for our customers.Key Responsibilities:Provide excellent customer service, responding to customer inquiries...


  • Owings Mills, Maryland, United States Wegmans Food Markets Full time

    Pizza Service Representative Job DescriptionWe are seeking a skilled Pizza Service Representative to join our team at Wegmans Food Markets. As a Pizza Service Representative, you will be responsible for delivering exceptional customer service while working in a fast-paced environment.Key Responsibilities:Take and prepare customer orders accurately and on...


  • Owings Mills, Maryland, United States Holland and Sherry Full time

    About Holland & SherryHolland & Sherry is a leading provider of high-quality textiles for the interior design trade, dedicated to delivering innovative and custom solutions to our clients.Our team is passionate about design and committed to delivering exceptional client experiences.Job Title: Client Service RepresentativeWe are seeking a friendly and...


  • Owings Mills, Maryland, United States Wegmans Full time

    Customer Service RepresentativeAt Wegmans, we're passionate about providing exceptional customer service and helping our customers live healthier, better lives through food. As a Customer Service Representative, you'll play a key role in creating a positive and memorable experience for our customers.Responsibilities:Provide exceptional customer service and...


  • Owings Mills, Maryland, United States latitude Full time

    Job Title: Sr. Customer Service RepresentativeWe are seeking a highly motivated and experienced Sr. Customer Service Representative to join our team at our Owings Mills, MD location. The ideal candidate will have a strong background in customer service, accounting, and inventory management, with excellent communication and problem-solving...


  • Owings Mills, Maryland, United States Western & Southern Life Full time

    Job SummaryThe Financial Representative at Western & Southern Life is responsible for meeting the financial needs of middle-income clients by providing risk protection, financial security, and wealth creation solutions. The ideal candidate will have strong interpersonal and communication skills, with the ability to analyze client needs and recommend tailored...


  • Owings Mills, Maryland, United States latitude Full time

    Sr. Customer Service RepresentativeWe are seeking a highly motivated and experienced Sr. Customer Service Representative to join our team in Owings Mills, MD. As a key member of our customer service team, you will be responsible for providing exceptional customer service, resolving customer inquiries, and managing sales person's accounts receivables,...


  • Owings Mills, Maryland, United States Weis Markets Full time

    Weis Markets is seeking a Customer Service Representative to provide exceptional customer experiences. Key responsibilities include:Smiling and greeting customers, answering questions, and resolving concerns promptlyOperating front-end scanning equipment and cash registers with accuracyMaintaining knowledge of weekly ads, marketing promotions, and store...