Financial Services Representative

3 weeks ago


Winter Park, Florida, United States MANUEL HUERTAS INSURANCE AGENCY LLC Full time

Do you have a passion for helping others and a drive to succeed? We are seeking a Financial Services Representative to join our team at Manuel Huertas Insurance Agency LLC.

The ideal candidate will have a strong background in sales and a willingness to learn about insurance products. You will work closely with customers to understand their needs and provide personalized recommendations for insurance solutions.

Salary: $55,000 - $75,000 per year (based on experience)

Job Description

As a Financial Services Representative, you will be responsible for:

  • Meeting with customers to discuss their insurance needs
  • Providing personalized recommendations for insurance solutions
  • Marketing insurance products to existing clients and new customers
  • Establishing client relationships and following up with customers as needed
  • Providing prompt, accurate, and friendly customer service

Requirements:

  • Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
  • Successful track record of meeting sales goals/quotas preferred
  • Interest in marketing products and services based on customer needs
  • Ability to work in a team environment
  • Ability to multi-task
  • Knowledge of financial services products
  • Knowledge of life products
  • Property & Casualty license (must be able to obtain)


  • Winter Garden, Florida, United States Tubre Family Financial Full time

    Unlock Your Earning PotentialTubre Family Financial is a client-focused, technology-driven firm that empowers you to excel in the field of life insurance sales. As a financial services representative, you will have the opportunity to earn unlimited commissions without any caps on your earnings.Our agency has qualified leads, and we offer a commission-only...


  • Winter Park, Florida, United States LionRock Financial Services Full time

    About the RoleThis Life Insurance Sales Agent position at LionRock Financial Services offers a lucrative business opportunity with high earning potential. Our agents average $20k-$25k per month in issued premiums, significantly higher than industry averages. With our refined sales process, in-depth training program, and ongoing support, our agents...


  • Winter Haven, Florida, United States South State Full time

    **About South State**We are seeking a highly motivated and organized individual to join our team as a Financial Services Representative. This role is responsible for handling all customer transactions, resolving any issues that may arise, and maintaining accurate records.**Key Responsibilities:** Handle customer inquiries and resolve any issues in a...


  • Winter Park, Florida, United States Rudloff Agency Full time

    About Rudloff Agency">We are a leading insurance agency dedicated to helping families protect their financial futures. With years of experience and expertise in the industry, we have built a reputation for delivering personalized service and tailored solutions to meet our clients' unique needs.">What We Offer">Competitive salaries and bonus...


  • Winter Park, Florida, United States Lumina Financial Solutions Full time

    We are looking for a skilled Insurance Sales Representative to help individuals and families protect their assets and achieve financial security. At Lumina Financial Solutions, we specialize in various insurance products, including life, whole life, mortgage protection, annuities, index universal life, and more.As an Insurance Sales Representative, you will...


  • Winter Park, Florida, United States VyStar Credit Union Full time

    About VyStar Credit UnionVyStar Credit Union is a trusted financial partner that offers a range of services to help individuals achieve their financial goals. We are seeking a highly skilled Member Services Representative to join our team. Job Description The Member Services Representative will be responsible for providing exceptional customer service,...


  • Winter Park, Florida, United States Frank Gay Residential Services Full time

    Job Title: Residential Plumbing Service RepresentativeWe are seeking a skilled Residential Plumbing Service Representative to join our team at Frank Gay Residential Services. As a key member of our team, you will be responsible for delivering exceptional customer experiences through expert plumbing services.Job Responsibilities:Inspect and diagnose...


  • Winter Haven, Florida, United States Lumina Financial Solutions Full time

    Company OverviewLumina Financial Solutions is a renowned insurance company specializing in protecting families with various financial products. Our proven system and leads ensure success without cold calling.We've been recognized as one of the Inc. 5000 Fastest Growing Companies from 2016-2021, a top 10 place to work by Experience.com, and awarded for our...


  • Winter Park, Florida, United States Climate First Bank Full time

    About the PositionWe are seeking a Financial Services Associate to join our team at Climate First Bank. This role is responsible for providing financial services to customers through various digital and physical channels.The ideal candidate will have previous banking experience, with a strong focus on cash handling and sales skills. They will be able to work...


  • Winter Park, Florida, United States Circle K Full time

    Sales and Service RepresentativeWe are seeking a Sales and Service Representative to join our team at Circle K.Primary Responsibilities:To engage with customers, responding to their needs and concernsTo process transactions accurately and efficiently using a cash registerTo operate various store equipment, including fuel consoles and lottery machinesTo...


  • Winter Park, Florida, United States Los Angeles Film School Full time

    Job DescriptionOur Financial Aid Counselor will provide exceptional customer service to students and families while ensuring compliance with Title IV regulations. This role requires a strong understanding of financial aid policies and procedures, as well as excellent communication and problem-solving skills.The ideal candidate will have at least one year of...


  • Winter Park, Florida, United States Goldfish Swim School - Winter Park Full time

    Join Our TeamWe are seeking a highly motivated and energetic Sales & Member Services Representative to join our team at Goldfish Swim School - Winter Park. This is an excellent opportunity for individuals who are passionate about working with children and providing exceptional customer service.


  • Winter Park, Florida, United States Los Angeles Film School Full time

    About the Job">We are seeking a highly skilled and detail-oriented Financial Aid Counselor to join our team at the Los Angeles Film School. This is a full-time, primarily remote role with required in-office days scheduled per month.">Key Responsibilities">">Advising incoming students and parents of all necessary processes relating to Title IV financial...


  • Winter Park, Florida, United States One Florida Bank Full time

    Job Description: The Teller will work closely with our clients to understand their financial needs and provide tailored solutions to meet those needs. This role requires strong communication and interpersonal skills, as well as the ability to work in a fast-paced environment and manage multiple tasks simultaneously.Receive and process customer transactions,...


  • Winter Park, Florida, United States KRG Holdings LLC Full time

    Join Our Team as a Customer Service RepresentativeAre you a people person who enjoys working in a fast-paced environment? We're seeking a motivated Crew Member to join our team, providing exceptional customer service and supporting our business goals. As a key member of our team, you will:* Welcome guests and handle orders efficiently* Work collaboratively...


  • Winter Park, Florida, United States Dover Saddlery Full time

    Job DescriptionWe are seeking a motivated Customer Service Representative to join our team at Dover Saddlery in Winter Park, FL. As a key member of our retail staff, you will be responsible for providing exceptional customer service and supporting the sales process.ResponsibilitiesProvide excellent customer service and respond to customer inquiriesSuggest...


  • Winter Park, Florida, United States Trustco Bank Full time

    About the RoleThe Customer Service Representative will play a critical role in delivering exceptional customer experiences and ensuring the overall success of our branch.Main Responsibilities:Respond to customer inquiries and resolve issues in a timely and professional mannerProcess transactions and maintain accurate recordsWork collaboratively with...


  • Pinellas Park, Florida, United States JOANNE DAUPHIN - State Farm Agent Full time

    Company OverviewJOANNE DAUPHIN - State Farm Agent is a reputable insurance agency seeking a skilled Financial Services Representative to join our team. As a representative, you will market securities and financial products that manage everyday risks.


  • Winter Park, Florida, United States Sears Holdings Corp. Full time

    Overview:Sears Holdings Corp. is a leading retailer offering a wide range of products and services to customers across various departments. As a Customer Service Representative, you will play a critical role in ensuring customer satisfaction by providing exceptional service, resolving issues promptly, and promoting our products. Your primary responsibility...


  • Winter Park, Florida, United States Diocese of Orlando Full time

    Job Title: Guest Services On Call Representative">About the Job: The Diocese of Orlando is seeking a highly skilled Guest Services On Call Representative to join our team. As an integral part of our organization, this role will ensure that all guest service matters are addressed while maintaining a secure facility.Key Responsibilities:Work with group leaders...