Financial Services Representative
5 days ago
We are seeking a highly skilled and customer-focused professional to join our team as a Financial Account Representative State Farm Agent Team Member.
Key Responsibilities:- Develop and execute sales strategies to market Life/Health insurance services and products to clients.
- Collaborate with the agent to establish and meet marketing goals, ensuring exceptional customer satisfaction.
- Maintain a strong work ethic and commitment to success, working closely with the agency team to deliver outstanding results.
- Excellent communication and analytical skills.
- Proven ability to provide exceptional customer service.
- Accreditation with the Financial Industry Regulatory Authority (FINRA) and Life/Health Insurance License.
- Successful track record of meeting sales goals/quotas preferred.
- Competitive salary plus commission.
- Paid time off (vacation and personal/sick days).
- Health benefits.
- Profit sharing.
- Growth potential/Opportunity for advancement within the agency.
- Licensing reimbursement.
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Insurance and Financial Services Representative
3 weeks ago
Hillsboro, OR, USA, United States Derek D Spears - State Farm Agent Full timeAbout the RoleWe are seeking a highly motivated and customer-focused individual to join our team as an Insurance and Financial Services Representative. As a key member of our team, you will be responsible for providing exceptional customer experiences, building strong relationships, and driving business growth.Key ResponsibilitiesForge lasting customer...
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Insurance and Financial Services Representative
3 weeks ago
Hillsboro, OR, USA, United States Derek D Spears - State Farm Agent Full timeAbout the RoleWe are seeking a highly motivated and customer-focused individual to join our team as an Insurance and Financial Services Representative. As a key member of our team, you will be responsible for providing exceptional customer experiences, building strong relationships with clients, and driving business growth through effective marketing and...
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Financial Services Representative
2 weeks ago
St. Petersburg, FL, USA, United States Spieldenner Financial Group Full timeJob Opportunity at Spieldenner Financial GroupWe are seeking a highly motivated and results-driven individual to join our team as a Financial Services Representative. As a key member of our organization, you will play a crucial role in helping clients protect their financial well-being and achieve their long-term goals.Key Responsibilities:Establish...
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Financial Services Representative
2 weeks ago
Mt Joy Township, PA, USA, United States EVERENCE SERVICES, Full timeJob Title: Financial RepresentativeAt Everence Services, we are seeking a highly motivated and customer-focused Financial Representative to join our team. As a Financial Representative, you will play a critical role in providing exceptional service to our clients, building strong relationships, and driving business growth.Key Responsibilities:Build trust...
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Sales and Service Representative
2 weeks ago
Hillsboro, OR, USA, United States TEKsystems Full timeAbout the RoleWe are seeking a highly motivated and customer-focused Sales and Service Representative to join our team at TEKsystems. As a Sales and Service Representative, you will be responsible for providing exceptional customer service and sales support to our members.Key ResponsibilitiesSupport inbound calls from members and perform financial...
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Customer Service Representative
2 weeks ago
Hillsboro, OR, USA, United States TEKsystems Full timeJob Summary:We are seeking a dedicated and passionate Customer Service Representative to support our team in delivering exceptional service to our members. The ideal candidate will have a keen interest in financial products and a strong ability to listen to member needs and recommend suitable solutions.Key Responsibilities:Handle inbound calls from members...
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Insurance and Financial Services Representative
1 month ago
Springfield, OR, USA, United States David Hersch - State Farm Agent Full timeJob OverviewDavid Hersch - State Farm Agent is seeking a highly motivated and results-driven professional to join our team as an Insurance and Financial Services Representative. As a key member of our agency, you will play a critical role in building and maintaining strong relationships with our clients, identifying their needs, and providing tailored...
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Financial Services Representative
4 days ago
Greensboro, NC , USA, United States Western & Southern Life Full timeJob Title: Financial RepresentativeAt Western & Southern Life, we are seeking a highly motivated and results-driven Financial Representative to join our team. As a Financial Representative, you will play a critical role in meeting the financial needs of our middle-income clients by providing personalized financial solutions and exceptional customer...
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Financial Services Representative
4 weeks ago
Hillsboro, Illinois, United States BANK OF HILLSBORO NA Full time**Job Summary**We are seeking a highly skilled Account Specialist to join our team at Bank of Hillsboro NA. As an Account Specialist, you will play a critical role in assisting the Bookkeeping Department with account maintenance and other financial services tasks.Key Responsibilities:Perform daily account maintenance tasks, including file maintenance,...
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Financial Services Representative
2 weeks ago
Lexington, KY , USA, United States Western & Southern Life Full timeJob Title: Financial RepresentativeWe are seeking a highly motivated and results-driven Financial Representative to join our team at Western & Southern Life. As a Financial Representative, you will play a critical role in meeting the financial needs of our middle-income clients by providing risk protection, financial security, and wealth creation...
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Financial Services Professional
1 day ago
Washington, DC , USA, United States PNC Financial Services Group Full timeJob SummaryPNC Financial Services Group is seeking a highly skilled and motivated Financial Advisor to join our team. As a Financial Advisor, you will be responsible for providing expert financial guidance and advice to clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesDevelop and implement comprehensive financial plans...
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Financial Services Representative
3 weeks ago
Lexington, KY , USA, United States Western & Southern Life Full timeJob SummaryWe are seeking a highly motivated and results-driven Financial Representative to join our team at Western & Southern Life. As a Financial Representative, you will play a critical role in meeting the financial needs of our clients by providing expert advice and guidance on insurance and investment solutions.Key ResponsibilitiesMarket Analysis and...
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Financial Services Representative
2 weeks ago
US-, Batesburg-Leesville, SC, USA First Citizens Bank Full timeJob Title: Financial Services RepresentativeAt First Citizens Bank, we are seeking a highly motivated and customer-focused Financial Services Representative to join our team. As a Financial Services Representative, you will play a critical role in building and expanding banking relationships through proactive customer outreach and customer service...
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Financial Services Representative
4 weeks ago
Toccoa, GA, USA, United States Kersha Parker - State Farm Agent Full timeJob SummaryWe are seeking a highly motivated and results-driven Financial Services Representative to join our team at Kersha Parker - State Farm Agent. As a key member of our agency, you will play a critical role in marketing and selling financial products to our customers.Key ResponsibilitiesConduct customer-focused needs assessments to identify insurance...
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Financial Services Representative
2 weeks ago
East Canton, OH , USA, United States Western & Southern Life Full timeJob Title: Financial RepresentativeAt Western & Southern Life, we are seeking a highly motivated and results-driven Financial Representative to join our team. As a Financial Representative, you will play a critical role in meeting the financial needs of our middle-income clients by providing them with tailored solutions for risk protection, financial...
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Financial Services Representative
5 days ago
St. Louis, MO, USA, United States Western & Southern Life Full timeJob Title: Financial RepresentativeAt Western & Southern Life, we are seeking a highly motivated and results-driven Financial Representative to join our team. As a Financial Representative, you will play a critical role in meeting the financial needs of our middle-income clients by providing risk protection, financial security, and wealth creation...
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Tallahassee, FL , USA, United States Vicki Catsimpiris - State Farm Agent Full timeJob Title: Insurance and Financial Services RepresentativeWe are seeking a highly motivated and customer-focused Insurance and Financial Services Representative to join our team at Vicki Catsimpiris - State Farm Agent. As an Insurance and Financial Services Representative, you will be responsible for providing exceptional customer service and helping our...
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Financial Services Representative
3 weeks ago
Birmingham, AL, USA, United States Guidehouse Full timeJob SummaryGuidehouse is seeking a skilled Financial Counselor to join our team. As a Financial Counselor, you will play a critical role in providing financial assistance to patients and ensuring that they receive the necessary support to access quality healthcare services.Key ResponsibilitiesFinancial Counseling: Provide financial education and counseling...
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Financial Services Representative
16 hours ago
Baton Rouge, LA , USA, United States Western & Southern Life Full timeJob Title: Financial RepresentativeAt Western & Southern Life, we are seeking a highly motivated and results-driven Financial Representative to join our team. As a Financial Representative, you will play a critical role in meeting the financial needs of our middle-income clients by providing them with tailored solutions for risk protection, financial...
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Financial Services Representative
1 day ago
Mt Joy Township, PA, USA, United States Everence Full timeFinancial Representative Job DescriptionEverence Financial is seeking a skilled Financial Representative to join our team. As a Financial Representative, you will be responsible for building relationships with clients, providing financial guidance, and selling products that meet their needs.Key Responsibilities:Build trust with clients through professional...