Financial Services Representative Role

5 days ago


Spring Hills, Texas, United States Dan Ferrante - State Farm Agent Full time
About the Job

We are looking for an experienced professional with strong communication skills to assist clients with retirement planning, investment management, and insurance needs. As a representative, you will play a vital role in growing our agency through meaningful client relations.

Responsibilities:

  • Develop and maintain client relationships in insurance and financial services.
  • Provide clients with comprehensive financial planning and insurance advice.
  • Assist clients with retirement planning, investment management, and insurance needs.


  • Spring Hills, Texas, United States Gridiron Financial Full time

    Are you looking for a challenging and rewarding career in financial services? Do you have a passion for sales and customer service?Gridiron Financial is seeking a Financial Services Representative to join our team. In this role, you will be responsible for selling our supplemental insurance plans to small to mid-sized businesses and individuals.Estimated...


  • Spring Hills, Texas, United States Dan Ferrante - State Farm Agent Full time

    Insurance and Financial Services RepresentativeEstimated salary: $60,000 - $80,000 per year.About the RoleAs a vital member of our daily business operations, you will grow our agency through meaningful client relations and act as a liaison between customer needs and agency departments.You will improve the lives of our customers by proactively marketing...


  • Spring Hills, Texas, United States Gridiron Financial Full time

    Job DescriptionWe are seeking a highly motivated Sales Representative to join our team at Gridiron Financial. As a key member of our sales team, you will be responsible for selling supplemental insurance plans to small to mid-sized businesses and individuals.Key ResponsibilitiesProspect and sell insurance policies to new and existing clientsDevelop and...


  • Spring Hills, Texas, United States Dan Ferrante - State Farm Agent Full time

    Company OverviewDan Ferrante - State Farm Agent is a reputable agency dedicated to providing top-notch insurance and financial services. As an Insurance and Financial Services Representative, you will play a vital role in our daily operations and customers' success.


  • Spring Hills, Texas, United States Gridiron Financial Full time

    Job DescriptionWe are seeking a highly motivated and goal-oriented Business Development Representative to join our team in Houston and Dallas, TX. As a key member of our sales organization, you will be responsible for training and mentoring new agents, helping them achieve success and grow within the company.About Gridiron FinancialGridiron Financial is a...


  • Spring Hills, Texas, United States Dan Ferrante - State Farm Agent Full time

    OverviewDan Ferrante - State Farm Agent is seeking a highly motivated Insurance and Financial Services Representative to join our team. This role involves developing and maintaining client relationships, providing comprehensive financial planning, and staying up-to-date with market trends.


  • Spring Hills, Texas, United States Dan Ferrante - State Farm Agent Full time

    Job OverviewAs an Insurance and Financial Services Representative at Dan Ferrante - State Farm Agent, you will play a vital role in driving our agency's success by cultivating meaningful client relationships and serving as a liaison between customer needs and agency departments.Key ResponsibilitiesDevelop and maintain long-term client relationships in...


  • Spring Hills, Texas, United States Dan Ferrante - State Farm Agent Full time

    State Farm Agent Insurance PositionJoin us as an Insurance and Financial Services Representative at Dan Ferrante - State Farm Agent and take the first step towards a rewarding career in insurance and financial services.With a competitive salary range of $60,000 - $80,000 per year, you will have the opportunity to grow your career while improving the lives of...


  • Spring Hills, Texas, United States Dan Ferrante - State Farm Agent Full time

    About the RoleThis Insurance Career Development Role at Dan Ferrante - State Farm Agent offers a unique opportunity to grow your career while bettering your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.Key AccountabilitiesProactively market relevant products and services to clients.Stay current...


  • North Richland Hills, Texas, United States Veritex Bank Full time

    Financial Services RepresentativeWe are seeking a highly motivated and customer-focused Financial Services Representative to join our team in Dallas, Texas.About the Job:Provide exceptional customer service and support to clients.Promote and sell bank products and services to meet customer needs.Collaborate with internal teams to achieve business...


  • Spring, Texas, United States John Nguyen - State Farm Agent Full time

    Job OpportunityWe are seeking a highly skilled and motivated Financial Services Representative to join our team at John Nguyen - State Farm Agent.About UsOur agency is dedicated to providing exceptional service and support to our customers, and we are looking for someone who shares our commitment to excellence.Job DescriptionThe successful candidate will be...


  • Spring, Texas, United States First Technology Federal Credit Union Full time

    About the RoleWe are seeking a skilled Financial Services Representative to join our team at the Houston Experience Center. As a key member of our financial solutions team, you will be responsible for providing exceptional customer service and delivering tailored financial products to meet the needs of our members.


  • Spring Hills, Texas, United States Gridiron Financial Full time

    About the RoleThe successful candidate will have a strong track record of success in sales, excellent communication and interpersonal skills, and a passion for delivering outstanding customer experiences. In this role, you will work closely with our leadership team to develop and execute sales strategies, build and maintain strong relationships with clients,...


  • Spring, Texas, United States PNC Financial Services Group Full time

    About PNCPNC is a leader in the financial services industry, dedicated to delivering exceptional customer experiences. Our team of professionals works together to foster an inclusive workplace culture where all employees feel respected, valued, and empowered to contribute to our success. We are committed to attracting and retaining top talent by offering a...


  • Spring Hills, Texas, United States Gridiron Financial Full time

    About the RoleGridiron Financial is seeking a skilled and motivated Financial Sales Consultant to join our team. This role involves working closely with clients to provide them with a financial safety net in case of unexpected events or illnesses.We offer a competitive compensation package, including an average first-year earning of $80,000 plus bonuses. In...


  • Spring Hills, Texas, United States Gridiron Financial Full time

    About the RoleThis position is ideal for a driven individual who enjoys working in sales and has a passion for helping others. As a Sales Representative, you will play a key role in identifying business opportunities and developing strategies to achieve sales goals.ResponsibilitiesGenerate leads and conduct outreach to potential customersBuild and maintain...


  • Spring Hills, Texas, United States Dan Ferrante - State Farm Agent Full time

    Professional OpportunitiesAs a Financial Services Representative at Dan Ferrante - State Farm Agent, you will have the chance to develop your career while improving the lives of our customers. You will work closely with clients to understand their financial goals and provide personalized solutions.ResponsibilitiesDevelop and maintain client relationships...


  • Spring, Texas, United States Rockefeller Financial Full time

    About Rockefeller Capital Management:Established in 2018, Rockefeller Capital Management is a leading independent financial advisory services firm with over 140 years of experience. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families,...


  • Spring Hills, Texas, United States Renee Langdon - State Farm Agent Full time

    Job DetailsJob Title: Account AssociateLocation: [Insert Location]Estimated Salary: $60,000 - $80,000 per yearJob Type: Full-timeBenefits: Simple IRA, health insurance, paid time off, and flexible hoursIndustry: Insurance and Financial ServicesAbout Us: Becki Taylor - State Farm Agent is an independent contractor agent who markets only State Farm insurance...


  • Spring Hills, Texas, United States Luis Hernandez Allstate Agency Full time

    As a Customer Service Representative at the Luis Hernandez Allstate Agency in Spring, Texas, you'll play a vital role in advising and guiding clients on their insurance needs. Enjoy a flexible hybrid remote work arrangement that balances personal connection with flexibility.In this role, you can expect an estimated annual base salary of $50,000, along with...