Financial Services Representative

4 days ago


Fort Wayne, Indiana, United States Lincoln Financial Services Full time
Job Summary: Lincoln Financial Services is seeking a highly skilled Financial Services Representative to join our team. In this role, you will serve as the primary point of contact for individuals who have questions or concerns regarding their retirement plan. As a subject matter expert, you will educate them about the retirement plan using excellent customer service and problem-solving skills to create a positive experience.

About the Role: This opportunity will provide insight into the world of retirement plan operations while gaining new skills through a defined career pathing and development program. You will answer inbound calls, which can average 60-90 calls per day, and respond to email correspondence from internal and external stakeholders. You will work in a fast-paced, highly structured, team-oriented environment with a diverse group of employees focused on meeting the needs of the company and our customers through problem resolution.

Requirements: We are looking for candidates with strong written and verbal communication skills, ability to work with others in a fast-paced team environment, and ability to quickly learn complex systems and product knowledge. Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) is also required.

What We Offer: We offer a competitive salary of $19.42-$20.42 per hour, depending on qualifications. In addition, we provide opportunities for advancement, training, and professional development. Our benefits package includes PTO, parental leave, competitive 401K, and employee assistance program. We prioritize employee health and well-being by offering remote work options and flexible schedules.

  • Fort Wayne, Indiana, United States OneMain Financial Full time

    About the RoleWe are seeking a Financial Services Representative to join our team in providing excellent customer service and meeting sales goals.The ideal candidate will have strong communication and interpersonal skills, with the ability to work in a fast-paced environment. They will also be able to learn our products and services, and effectively...


  • Fort Wayne, Indiana, United States Lincoln Financial Services Full time

    Job DescriptionWe are seeking a skilled Customer Service Representative to join our team at Lincoln Financial Group. As a key member of our Retirement Plan Services business, you will provide exceptional service to plan participants, addressing their inquiries and concerns in a timely and professional manner.Your primary responsibilities will...


  • Fort Wayne, Indiana, United States Lincoln Financial Services Full time

    About the Role">We are seeking a skilled Customer Service Representative to join our team in Fort Wayne, IN. This role will provide exceptional customer service to individuals with questions or concerns regarding their retirement plan.You will serve as the primary point of contact, answering inbound calls, responding to emails, and providing accurate...


  • Fort Wayne, Indiana, United States Fire Police City County FCU Full time

    Job Summary: We are seeking a skilled Cashier and Service Associate to join our team at Fire Police City County FCU. As a key member of our staff, you will be responsible for providing exceptional customer service, processing transactions, and promoting credit union products.About the Role:In this role, you will work closely with members to address their...

  • Account Manager

    2 weeks ago


    Fort Wayne, Indiana, United States Creative Financial Staffing Full time

    Creative Financial Staffing, a 100% employee-owned company, is seeking an Account Manager to join our team in Indianapolis. This exciting role offers the opportunity to work with clients in various industries, building long-term relationships and driving sales growth.About the RoleAs an Account Manager at Creative Financial Staffing, you will be responsible...


  • Fort Wayne, Indiana, United States Bankers Life Full time

    Financial Services ProfessionalWe are seeking ambitious individuals to join our team of Insurance Agents and Financial Representatives. With a passion for helping others achieve their financial goals, you will be equipped with the knowledge, skills, and financial strategies to succeed in this career. Our award-winning training program provides you with the...


  • Fort Wayne, Indiana, United States Flagstar Bank Full time

    Job DescriptionThe Financial Services Representative - Client Experience Expert plays a pivotal role in providing exceptional customer service and driving business growth at Flagstar Bank. This role requires a strong ability to build rapport with clients, understand their financial needs, and provide personalized solutions.Main ResponsibilitiesSales...


  • Fort Wayne, Indiana, United States Lincoln Financial Services Full time

    About the Position">We are seeking a talented Customer Service Representative to join our team in Fort Wayne, IN.This role will provide exceptional customer service to individuals with questions or concerns regarding their retirement plan.You will work in a fast-paced, team-oriented environment with a diverse group of employees focused on meeting the needs...


  • Fort Wayne, Indiana, United States Lincoln Financial Services Full time

    About the JobThis is an exciting opportunity to join Lincoln Financial Group's Retirement Plan Services team as a Customer Service Representative. In this role, you will be responsible for providing exceptional service to plan participants, answering their questions and resolving their concerns in a timely and professional manner.The ideal candidate will...


  • Fort Wayne, Indiana, United States Lincoln Financial Group Full time

    About the Role:We are seeking a highly skilled and results-driven individual to join our team as a Fort Wayne Call Center Representative. As a key member of our Call Center team, you will be responsible for providing exceptional service to our customers, addressing their inquiries and concerns, and educating them about their retirement plans.Key...


  • Fort Wayne, Indiana, United States Bankers Life Full time

    About Bankers LifeWe are a leading financial services company with a rich history dating back to 1879. Our mission is to provide financial security solutions that help our clients live more and worry less.Our Company OverviewAt Bankers Life, we pride ourselves on our commitment to strength, stability, and service. We strive to create a culture of excellence,...


  • Fort Wayne, Indiana, United States Bankers Life Full time

    Become a part of Bankers Life's dynamic team of Financial Services Professionals and unlock your earning potential! As a Licensed Agent Insurance Representative, you will have the opportunity to develop your skills and knowledge in wealth management, retirement solutions, and financial planning. With a strong background in sales, athletics, military, client...


  • Fort Wayne, Indiana, United States Lincoln Financial Services Full time

    Join Our Team: Lincoln Financial Services is seeking a dedicated and detail-oriented Customer Service Specialist, Retirement Plans. As a key member of our team, you will be responsible for providing exceptional customer service to individuals with questions or concerns regarding their retirement plan. You will work closely with colleagues to resolve issues...

  • Financial Expert

    2 weeks ago


    Fort Wayne, Indiana, United States Creative Financial Staffing Full time

    Our OrganizationCreative Financial Staffing is a professional services entity committed to excellence and community partnership.Opportunity OverviewThis role offers a unique blend of professionalism and camaraderie, with a company that values team-building activities outside the office and provides unrivaled work-related perks. We are seeking an exceptional...


  • Fort Wayne, Indiana, United States Creative Financial Staffing Full time

    Unlock Career Potential in SalesCreative Financial Staffing is seeking a skilled Business Development / Account Manager to join our team. This exciting opportunity offers the chance to develop new accounts, grow and maintain relationships with clients, and sell our staffing and recruiting services to accounting and finance decision makers.About the Role:We...


  • Fort Wayne, Indiana, United States Edward Jones Full time

    About the RoleWe are seeking a talented and driven individual to join our team as a Financial Services Associate. In this role, you will play a critical part in helping our clients achieve their long-term financial goals.Key ResponsibilitiesBuild and maintain strong relationships with clients to understand their financial needs and goals.Work closely with...


  • Fort Wayne, Indiana, United States Fire Police City County FCU Full time

    About the RoleThis position is a key member of our team at Fire Police City County FCU, responsible for delivering exceptional customer service and ensuring seamless transactional experiences for our members. As a Member Service Representative, you will be the face of our organization, providing personalized support and guidance to help our members achieve...


  • Fort Wayne, Indiana, United States Edward Jones Full time

    About Edward Jones:We are a Fortune 500 company with over 8 million clients and 19,000 financial advisors across the U.S. and Canada. We're privately-owned, focusing on client satisfaction rather than shareholder returns.Purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and...


  • Fort Wayne, Indiana, United States MidWest America Federal Credit Union Full time

    Job Title: Member Service Representative (Loan Officer)Estimated Salary: $55,000 - $65,000 per year.About MidWest America Federal Credit UnionMidWest America Federal Credit Union is a financial institution dedicated to providing exceptional member service and support. As a leading credit union in the region, we offer a comprehensive range of financial...


  • Fort Wayne, Indiana, United States Lincoln National Corporation Full time

    Job Summary:Are you a detail-oriented and organized individual with excellent communication skills? Do you have a passion for delivering exceptional customer service? We are seeking a Bilingual Customer Service Representative to join our Retirement Plan Services team in Fort Wayne, IN. In this role, you will handle client inquiries, resolve issues, and...