Financial Services Representative
7 days ago
We are seeking a highly motivated and ambitious individual to join our team as a Financial Representative Trainee. As a key member of our sales team, you will be responsible for developing and implementing sales strategies to meet and exceed sales targets.
Key Responsibilities:- Develop and maintain relationships with clients to understand their financial needs and goals.
- Provide holistic financial advice and solutions to clients, including insurance products and other financial services.
- Oversee the completion of content, proposals, and paperwork flow throughout the field and Home Office to ensure a seamless application and underwriting process.
- Travel up to 50% of the work period to meet with clients and attend training sessions.
- Ability to successfully achieve criteria of Trainee Program.
- Must pass the CRD/FINRA background check at hire and ongoing.
- Ability to travel up to 50% of the work period and maintain a valid driver's license.
- Knowledge of the Insurance/Financial Services industry, products, and marketing practices.
- Bachelor's degree or equivalent preferred but not required.
- Comprehensive training program to develop the skills required to provide holistic financial advice to clients.
- Opportunity to work with a diverse community of co-workers who value different ideas and opinions.
- Competitive hourly wage and promotion to a Financial Representative with a $36,000 annual base plus monthly sales incentive opportunity after successful completion of licensing and onboarding requirements.
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Financial Services Representative
2 weeks ago
Sacramento, California, United States Spieldenner Financial Group Full timeJob Opportunity at Spieldenner Financial GroupAbout UsSpieldenner Financial Group is a leading provider of financial services, dedicated to helping mid-market families protect their assets and achieve their long-term goals.Job SummaryWe are seeking highly motivated and results-driven individuals to join our team as Insurance Enrollment Specialists. As a key...
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Financial Services Representative
6 days ago
Sacramento, California, United States Spieldenner Financial Group Full timeAbout Spieldenner Financial GroupWe are a leading financial services company dedicated to providing comprehensive protection solutions for mid-market families. Our mission is to shield our clients from financial losses caused by unexpected events, ensuring their peace of mind and financial security.Job SummaryWe are seeking highly motivated and coachable...
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Financial Services Representative
3 weeks ago
Sacramento, California, United States Peter Schiro - State Farm Agent Full timePosition OverviewWe are looking for a dynamic and professional individual to become a vital part of our agency. As a member of the team at Peter Schiro - State Farm Agent, you will focus on fostering and enhancing customer relationships within the community to promote a variety of State Farm offerings, including auto, home, and life insurance.Key...
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Financial Services Professional
2 days ago
Sacramento, California, United States Fidelity Investments Full timeKey ResponsibilitiesAs a Financial Representative at Fidelity Investments, you will play a critical role in delivering exceptional client experiences. Your expertise in compliance and front lobby transactions will enable you to identify opportunities for growth and contribute to branch success.Key SkillsSubject matter specialist in compliance and front lobby...
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Financial Analyst
2 weeks ago
Sacramento, California, United States Creative Financial Staffing Full timeJob Summary:We are seeking a highly skilled Financial Analyst to join our team at Creative Financial Staffing. As a key member of our accounting department, you will be responsible for providing financial support and analysis to our clients.Key Responsibilities:Financial Analysis: Reconcile and analyze general ledgers, review monthly reports for compliance,...
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Business Services Representative
16 hours ago
Sacramento, California, United States First Citizens Bank Full timeBusiness Services RepresentativeAt First Citizens Bank, we're committed to helping our customers achieve a lifetime of success. As a Business Services Representative, you'll play a critical role in delivering cash management solutions to commercial and business banking relationships.Key Responsibilities:Partner with business and commercial bankers to provide...
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Financial Services Consultant
3 weeks ago
Sacramento, California, United States Peter Schiro - State Farm Agent Full timePosition OverviewWe are seeking a dynamic and career-focused professional to become a part of our agency. As a member of the team, you will foster and enhance customer relationships within the community to promote a range of insurance products, including auto, home, and life coverage.Key ResponsibilitiesImplement a customer-centric, needs-based review...
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Business Services Representative
5 days ago
Sacramento, California, United States First Citizens Bank Full timeJob SummaryWe are seeking a highly skilled Business Services Representative to join our team at First Citizens Bank. As a key member of our commercial banking team, you will be responsible for providing cash management solutions to our business clients.Key ResponsibilitiesPartner with business and commercial bankers to deliver business deposits and related...
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Customer Service Representative
2 weeks ago
Sacramento, California, United States AtWork Personnel Services Full timeJob OverviewWe are seeking a skilled and detail-oriented individual to join our team as a Call Center Representative. As a key member of our customer service team, you will be responsible for providing exceptional service to our clients and customers.Key Responsibilities:Respond to customer inquiries and resolve issues in a timely and professional...
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Customer Service Representative
2 weeks ago
Sacramento, California, United States Wolters Kluwer Full timeAbout Wolters KluwerWolters Kluwer is a global leader in professional information services, providing market-leading information-enabled tools and software solutions to professionals in the areas of legal, business, tax, accounting, finance, audit, risk, compliance, and healthcare.Job SummaryWe are seeking a highly skilled and experienced Customer Service...
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Customer Service Representative
2 weeks ago
Sacramento, California, United States ASI-AMERICAN SERVICES INDUSTRIES INC. Full timeJob DescriptionWe are seeking a highly skilled and energetic individual to join our team as a Customer Service Representative at ASI-AMERICAN SERVICES INDUSTRIES INC.This is an excellent opportunity for someone who is passionate about delivering exceptional customer experiences and has a strong background in customer relations and phone contact.The ideal...
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Sacramento, California, United States Vensure Employer Services Full timeAbout UsVensure Employer Services is a customer-centric company that specializes in delivering exceptional customer experiences. Since our inception, we have been dedicated to helping businesses build strong relationships with their customers through our unique blend of human touch and technology.We take pride in being an equal opportunity employer, where...
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Sacramento, California, United States Vensure Employer Services Full timeAbout Us At Vensure Employer Services, we're dedicated to delivering exceptional customer experiences. Our mission is to empower our clients to build strong relationships with their customers through personalized support. We're proud to be an equal opportunity employer, committed to fostering a diverse and inclusive workforce that reflects the communities...
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Sacramento, California, United States Vensure Employer Services Full timeAbout Us At Vensure Employer Services, we're dedicated to delivering exceptional customer experiences. Our mission is to empower our clients to build strong relationships with their customers through personalized support. As a Laotian-English Bilingual Healthcare Customer Service Representative, you'll play a vital role in helping us achieve this...
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Member Service Representative III
3 weeks ago
Sacramento, California, United States Golden 1 Talent Acquisition Team Full timeJOB TITLE:Member Service RepresentativeLEVEL:IIIDEPARTMENT:Branch OperationsSTATUS:Non-ExemptJOB CODE:2401PAY SCALE:$23.00 HourlyGENERAL OVERVIEW:Deliver exceptional service to members in a prompt and courteous manner. Handle financial transactions within designated limits, ensure accurate record-keeping, and reconcile daily transactions in line with...
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Customer Service Representative
7 days ago
Sacramento, California, United States Vensure Employer Services Full timeAbout UsVensure Employer Services is dedicated to delivering exceptional customer experiences. Since 1982, we've helped companies build strong relationships with their customers through our unique blend of humanity and technology.We're proud to be an equal opportunity employer, committed to creating a diverse and inclusive workforce that reflects the...
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Financial Recordkeeping Specialist
3 weeks ago
Sacramento, California, United States Merit System Services Full timeSalary: $27.48 Hourly Location: Merced Job Type: Full-Time Department: Merced County Human Services Agency Position OverviewUnder general supervision, the role involves executing complex financial, statistical, and accounting recordkeeping tasks. Responsibilities include preparing and assisting in the formulation of financial statements, documents, analyses,...
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Financial Services Coordinator
1 week ago
Sacramento, California, United States Edward Jones Full timeAbout the RoleWe are seeking a highly skilled and motivated individual to join our team as a Branch Office Administrator. As a key member of our branch team, you will play a critical role in delivering exceptional personalized service to our clients and helping them achieve their long-term financial goals.Key ResponsibilitiesDeepen and broaden client...
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Investment Services Advisor
3 weeks ago
West Sacramento, California, United States Primerica Financial Services - Lake Elsinore Full timeAre you interested in pursuing a career in financial services? This is an excellent opportunity to enter a thriving industry focused on helping families achieve financial security. At Primerica Financial Services - Lake Elsinore, we are dedicated to empowering individuals to become financially independent, debt-free, and properly protected.No prior...
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Veterinary Client Service Representative
7 days ago
Sacramento, California, United States Ethos Veterinary Health Full timeAbout the Role:We are seeking a highly skilled and compassionate Client Service Representative to join our team at Ethos Veterinary Health. As a Client Service Representative, you will be the first point of contact for our clients, providing exceptional customer service and ensuring a seamless experience for our patients and their owners.Key...