Financial Services Representative

3 days ago


Santa Clara, California, United States Global Financial Impact - Marco Esquivel Full time
Job Overview

We are seeking a skilled financial professional to join our team at Global Financial Impact - Marco Esquivel. As a key player, you will be responsible for helping clients and businesses achieve their financial goals by providing expert advice and solutions.

Salary and Benefits

The estimated salary range for this position is $25,000 part-time and $120,000 full-time in the first year. This is a fully remote opportunity with no cap on income. You will have the potential to earn bonuses and stock options, as well as enjoy 100% commission-based compensation.

Key Responsibilities
  1. Obtain and maintain a professional license, ensuring ongoing education and professional growth.
  2. Leverage financial tools provided to educate clients and provide financial literacy.
  3. Consult with clients and prospective clients to assess financial goals, offering quotes and product recommendations.
  4. Develop and maintain a client base through referrals and new prospect acquisition.
  5. Assist with product submission and support sales efforts.
Requirements
  • A minimum of a high school diploma.
  • An energetic and positive demeanor, with an entrepreneurial mindset.
  • Coachability, hunger, and humility, along with mental toughness.
  • Responsibility, dependability, and punctuality.
  • A professional image and strong interpersonal communication skills.
Why Choose Us

At Global Financial Impact - Marco Esquivel, we offer a welcoming and positive team environment. Our company values mentorship, hands-on training, and professional growth opportunities. If you're looking for a fulfilling career in financial services, join us and discover your potential.



  • Santa Clara, California, United States Global Financial Impact - Marco Esquivel Full time

    Join Our TeamWe are excited to invite highly motivated and ambitious individuals to apply for the Financial Services Representative position at Global Financial Impact - Marco Esquivel. As a valued member of our team, you will play a pivotal role in helping clients and businesses achieve their financial objectives. With a competitive compensation package and...


  • Santa Ana, California, United States Slingo Financial Services Full time

    About the CareerAs a Financial Services Consultant with Slingo Financial Services, you will have the opportunity to build a successful career in the financial services industry. You will work from home or in your area, and never make cold calls.You will receive one-on-one training with a professional mentor, participate in webinars and training events, and...


  • Santa Cruz, California, United States Your SmartSource Full time

    At Your SmartSource, we're seeking a highly skilled Financial Services Representative to join our team. This exciting opportunity offers a competitive salary of $25.15 - $38.50 per hour, depending on experience.We're looking for someone with at least 3 years of experience in a similar role, preferably with bilingual English/Spanish proficiency and...


  • Santa Clara, California, United States Expert Seekers Training Full time

    Key ResponsibilitiesThe Financial Products Representative role at Expert Seekers Training involves working closely with a team of professionals to engage with clients and understand their insurance needs. This includes scheduling virtual meetings to discuss personalized quotes and providing solutions to meet their requirements. A key aspect of this role is...


  • Santa Ana, California, United States WallStJobs Full time

    WallStJobs is seeking a highly skilled Financial Services Representative to join their team. As a key member of the investment advisory firm, you will play a crucial role in helping clients achieve financial success through expert guidance and personalized investment strategies.">The estimated annual salary for this position ranges from $60,000 to $100,000,...


  • Santa Clara, California, United States SBM Management Services Full time

    About the RoleAs a Service Excellence Representative, you will be responsible for providing exceptional customer service to our clients by ensuring that all aspects of our facilities management services meet their needs.The estimated salary for this role is $45,000 - $60,000 per annum, depending on experience.


  • Santa Monica, California, United States Northwestern Mutual Santa Monica Full time

    Northwestern Mutual Santa Monica is a top-ranked company in the financial services industry. We are seeking an experienced Financial Representative to join our team.About the CompanyWe have a proven track record of financial success and are recognized as one of the 'World's Most Admired' companies by FORTUNE. Our entrepreneurial system provides access to a...


  • Santa Clara, California, United States Bank of America Full time

    Bank of America is seeking a talented Financial Services Consultant to join their team. This role will involve providing specialized and personalized service offering advice and guidance to financial center clients.Key Responsibilities:Client Relationship Building: Acquire new and deepen existing client relationships by conducting client meetings and...


  • Santa Rosa, California, United States Community Choice Financial Family of Brands Full time

    About Us">At Community Choice Financial Family of Brands, we provide quick and easy financial solutions for our customers. Our services include check cashing, money orders, tax prep help, Western Union, bill pay services, and Green Dot Visa Debit Cards.Job SummaryWe are seeking a highly skilled Customer Service Representative to join our team. As a Customer...


  • Santa Ana, California, United States Slingo Financial Services Full time

    About the OpportunityAs a Financial Sales Specialist with Slingo Financial Services, you'll have the chance to earn an estimated $1,000-$10,000 per month by selling insurance policies to clients who have already requested information.This is a unique opportunity for highly motivated individuals who want to build their own business and achieve financial...


  • Santa Clara, California, United States Sizzler USA Full time

    Sizzler USA is seeking a Customer Service Representative to join our team. As a Customer Service Representative, you will be responsible for providing exceptional customer service while processing credit transactions and maintaining accurate cash drawers.You will need to possess basic math skills and be able to work accurately with cash and credit...


  • Santa Clara, California, United States 24 Hour Fitness Full time

    Are you passionate about helping others achieve their fitness goals? Do you have a genuine interest in providing exceptional customer service? If so, we invite you to apply for the role of Sales and Service Representative at 24 Hour Fitness.As a sales representative, you will play a crucial role in promoting our products and services to potential members....


  • Santa Clara, California, United States Walmart Full time

    OverviewWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative at Walmart. As a key member of our General Merchandise team, you will be responsible for providing exceptional customer service and ensuring that our customers receive the best possible shopping experience.


  • Santa Clara, California, United States Apex Syndicate Full time

    Apex Syndicate: A Dynamic Career OpportunityAre you a motivated individual looking to grow your career in a fast-paced environment? We are seeking a Customer Service Representative to join our team at Apex Syndicate. This entry-level position offers an opportunity for advancement and the ability to make a real impact on our clients' customer experience.About...


  • Santa Clara, California, United States Chico's FAS, Inc. Full time

    We are seeking a highly motivated and customer-focused Customer Service Representative to join our team. This role is responsible for supporting a customer and product-focused sales culture where core principles are at the forefront of all store operations.This includes performing various sales operations functions, including merchandise handling, stock...


  • Santa Clara, California, United States Sprouts Farmers Market Full time

    We are seeking a Customer Service Representative to join our team at Sprouts Farmers Market. In this role, you will be responsible for providing exceptional customer service and ensuring customer satisfaction through prompt and friendly service. Your duties will include processing customer transactions, handling customer inquiries, and resolving customer...


  • Santa Clara, California, United States Jonathan Barron - State Farm Agency Full time

    Company OverviewJonathan Barron - State Farm Agency is a dynamic and fast-paced environment where professionals can thrive. As a Customer Service Representative, you will play a crucial role in helping our business grow through value-based conversations and remarkable customer experiences.">Job DescriptionWe are seeking an energetic professional interested...


  • Santa Clara, California, United States Smart & Final Full time

    About the Job">As a Customer Service Representative at Smart & Final, you will be responsible for providing excellent customer service and ensuring that every customer leaves with a positive experience. Your main duties will include operating a cash register, processing customer transactions accurately, and assisting customers with their purchases.About the...


  • Santa Ana, California, United States Orange County's Credit Union Full time

    Orange County's Credit Union is seeking a part-time Member Service Representative to join our team. As a key member of our staff, you will be responsible for providing exceptional customer service, handling teller transactions, and assisting with new account openings. This position requires Saturday availability from 8:30am - 2:30pm and weekday shifts...


  • Santa Ana, California, United States Orange County's Credit Union Full time

    Company OverviewOCCU is a reputable financial service provider with over 85 years of experience, serving 140,000+ members. We prioritize workplace excellence and associate satisfaction.SalaryThe estimated hourly rate for this role is $22.00-$25.00, based on qualifications and internal equity. Our competitive compensation reflects the value we place on our...