Financial Services Representative
2 weeks ago
We are seeking a highly motivated and results-driven Financial Services Representative to join our team at Terry Stone - State Farm Agent. As a key member of our team, you will play a critical role in marketing and selling financial products that manage everyday risks to our customers.
Key Responsibilities- Use a customer-focused approach to educate customers about insurance options and develop leads to schedule appointments.
- Work closely with the agent to establish and meet marketing goals, develop leads, and market appropriate products and services.
- Utilize analytical precision to identify customer needs and provide solutions that meet their financial goals.
- Bachelor's degree in finance, economics, accounting, or a related field.
- Must be able to obtain relevant financial service licenses.
- Proven experience working as a financial services representative with a strong track record of meeting sales goals.
- Sound knowledge of financial legislation and proficiency in Microsoft Office applications.
- Strong mathematical skills, excellent analytical, organizational, and problem-solving skills, and effective communication skills.
- Competitive salary plus commission/bonus structure.
- Paid time off (vacation and personal/sick days) and health benefits.
- Profit sharing and growth potential/Opportunity for advancement within the office.
This is a remote position that offers a unique opportunity to work with a successful agency and contribute to the growth and success of our team.
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Call Center Representative
1 month ago
Nashville, Tennessee, United States Cornerstone Financial Credit Union Full timeAbout Cornerstone Financial Credit UnionCornerstone Financial Credit Union is a not-for-profit financial institution dedicated to providing exceptional service to its members. With six locations surrounding the Nashville area, we serve over 45,000 members and offer a wide range of financial products and services.Job SummaryWe are seeking a highly skilled and...
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Financial Services Representative
2 weeks ago
Nashville, Tennessee, United States Terry Stone - State Farm Agent Full timeJob OverviewWe are seeking a highly skilled Financial Services Representative to join our team at Terry Stone - State Farm Agent. As a key member of our team, you will play a crucial role in marketing and selling financial products that manage everyday risks.Key ResponsibilitiesUse a customer-focused approach to educate customers about insurance options and...
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Financial Services Representative
1 month ago
Nashville, Tennessee, United States Terry Stone - State Farm Agent Full timeJob OverviewAs a Financial Services Representative with Terry Stone - State Farm Agent, you will play a crucial role in marketing and selling financial products that manage everyday risks. Your expertise in financial products will enable you to provide customers with informed advice on their financial options, leveraging your analytical skills to identify...
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Financial Services Consultant
2 weeks ago
Nashville, Tennessee, United States Financial & Tax Architects LLC Full timeUnlock Your Retirement PotentialAt Financial & Tax Architects LLC, we're dedicated to empowering individuals to achieve their retirement goals. As a Financial Services Consultant, you'll play a pivotal role in shaping the future of retirement solutions.Key Responsibilities:Meet with High-Quality Prospects to understand their financial needs and retirement...
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Financial Services Representative
3 weeks ago
Nashville, Tennessee, United States Fifth Third Full timeAbout the RoleFifth Third Bank is seeking a highly motivated and customer-focused Personal Banker I to join our team in Nashville, Tennessee. As a Personal Banker I, you will play a critical role in building strong relationships with customers and helping them achieve their financial goals.Key ResponsibilitiesUse a consultative approach to understand...
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Customer Service Representative
4 weeks ago
Nashville, Tennessee, United States Advance Financial Full timeAbout the RoleWe are seeking a highly skilled and customer-focused Overnight Customer Service Representative to join our team at Advance Financial. As a key member of our customer service team, you will be responsible for providing exceptional service to our customers, resolving their inquiries and concerns in a timely and professional manner.Key...
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Financial Services Associate
3 weeks ago
Nashville, Tennessee, United States Truist Financial Corporation Full timeJob SummaryThis is an in-office position located in Nashville, TN, responsible for providing administrative and operational support to Financial Advisors. Key responsibilities include business development assistance and delivering exceptional client service.Key ResponsibilitiesAdministrative and operational support to Financial AdvisorsBusiness development...
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Customer Service Representative
4 weeks ago
Nashville, Tennessee, United States Advance Financial Full timeAbout the RoleWe are seeking a highly skilled and customer-focused Overnight Customer Service Representative to join our team at Advance Financial. As a key member of our customer service team, you will be responsible for providing exceptional service to our customers, both in person and over the phone.Key ResponsibilitiesCustomer Service: Provide...
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Financial Services Consultant
4 days ago
Nashville, Tennessee, United States Financial & Tax Architects LLC Full timeUnlock Your Retirement PotentialAt Financial & Tax Architects LLC, we're dedicated to empowering individuals to achieve their retirement goals. As a Financial Services Consultant, you'll play a pivotal role in shaping the future of retirement solutions.Key Responsibilities:Meet with high-quality prospects to understand their financial needs and retirement...
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Financial Services Representative
3 weeks ago
Nashville, Tennessee, United States Fifth Third Full timeJob SummaryFifth Third Bank is seeking a highly motivated and customer-focused Personal Banker to join our team. As a Personal Banker, you will be responsible for building strong relationships with customers, identifying their financial needs, and providing personalized solutions to meet those needs.Key ResponsibilitiesUse a consultative approach to...
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Life Insurance Sales Representative
2 weeks ago
Nashville, Tennessee, United States PR Financial Full timeLife Insurance Sales Agent Job DescriptionP. R. Financial is seeking a skilled Life Insurance Sales Agent to join our team. As a Life Insurance Sales Agent, you will be responsible for evaluating new customers' insurance needs, expanding our prospective customer base, and providing exceptional customer service.Key Responsibilities:Evaluate new customers'...
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Financial Services Representative
4 weeks ago
Nashville, Tennessee, United States Medix Full timeJob SummaryA world-renowned Hospital in Nashville, TN is seeking an experienced Financial Counselor to support their Emergency Department.Key Responsibilities:Conducts personal interviews with patients to gather demographic and financial information.Verifies insurance coverage and benefit packages.Educates and assists patients with applications for funding...
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Insurance Sales Representative
4 weeks ago
Nashville, Tennessee, United States PR Financial Full timeAbout PR FinancialPR Financial is a leading provider of life insurance solutions, dedicated to helping individuals and families achieve their financial goals. Our team of experienced professionals is committed to delivering exceptional service and support to our clients.Job SummaryWe are seeking a highly motivated and results-driven Insurance Sales...
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Financial Services Representative
1 month ago
Nashville, Tennessee, United States Hunter Bolden - State Farm Agent Full timeJob OverviewAs a member of our agency team, you will have the opportunity to experience firsthand what it takes to be a successful business owner. You will build and develop customer relationships within the community to promote a range of financial services, including auto, home, and life insurance.ResponsibilitiesCustomer Relationship Building: Establish...
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Customer Service Ambassador
4 weeks ago
Nashville, Tennessee, United States Advance Financial Full timeJob SummaryWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As a key member of our team, you will be responsible for providing exceptional customer service, resolving customer inquiries, and promoting our financial services.Key ResponsibilitiesCustomer Service: Provide world-class...
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Customer Service Associate
1 day ago
Nashville, Tennessee, United States Advance Financial Full time{"title": "Customer Service Representative", "description": "Job SummaryWe are seeking a highly skilled Customer Service Representative to join our team at Advance Financial. As a Customer Service Representative, you will be responsible for providing world-class customer service to our clients, assisting with loan applications, and working with team leads to...
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Insurance and Financial Services Representative
1 month ago
Nashville, Tennessee, United States Ryson Shepherd - State Farm Agency Intern Full timeJob OverviewRyson Shepherd - State Farm Agency Intern is seeking a highly motivated and customer-focused individual to join our team as an Insurance and Financial Services Position- State Farm Agent Team Member.Key ResponsibilitiesDevelop and execute strategies to identify customer needs and market appropriate insurance and financial services products.Work...
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Customer Service Representative
3 weeks ago
Nashville, Tennessee, United States US Community Credit Union Full time{"title": "Member Service Line Representative", "description": "Role OverviewAs a Member Service Line Representative at US Community Credit Union, you will play a vital role in providing exceptional service to our members. Your primary responsibility will be to assist members and potential members with their telephone requests, explaining services,...
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Financial Advisor
2 weeks ago
Nashville, Tennessee, United States Financial & Tax Architects LLC Full timeUnlock Your Retirement PotentialAt Financial & Tax Architects LLC, we're dedicated to empowering individuals to achieve their retirement goals. As a Financial Advisor, you'll play a pivotal role in shaping the future of retirement solutions.Our team is built on the Core Values of Compassion, Dependability, Pride, Growth, and Candor. We're committed to...
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Financial Advisor
2 weeks ago
Nashville, Tennessee, United States Financial & Tax Architects LLC Full timeUnlock Your Potential as a Financial AdvisorAt Financial & Tax Architects LLC, we're seeking a highly motivated and results-driven Financial Advisor to join our team. As a key member of our team, you'll have the opportunity to work with high-quality prospects and deliver exceptional financial services.Key Responsibilities:Meet with high-quality prospects to...